Group 1 - The company has made progress in the perovskite field with the assembly and debugging of a 650*450 perovskite evaporation machine, and is steadily promoting this product in the market [2] - The company is also developing a larger 1.2m*2.4m perovskite evaporation machine, indicating a focus on expanding its product offerings [2] - The company leverages its competitive advantage in linear evaporation sources in the panel field to achieve precise temperature control and good material utilization in the perovskite evaporation process, which helps avoid material degradation during evaporation [2]

Core Viewpoint - Perovskite technology is recognized as the most promising next-generation photovoltaic technology, attracting significant market attention [1] Group 1: Research and Development - A Chinese research team has discovered a key method to extend the lifespan of solar cells, addressing the instability challenge of perovskite solar cells [2] - The team revealed the mechanism of instability, known as photomechanical-induced decomposition, and proposed a new method using graphene-polymer mechanical enhancement [2] - The newly developed solar cell device achieved a record operational lifespan of 3670 hours under standard sunlight and high temperatures, maintaining 97% efficiency [3] Group 2: Market Potential and Forecast - The efficiency, mass production capability, and production line scale of perovskite solar cells are maturing, paving the way for large-scale commercialization by 2025 [4] - Perovskite solar cells offer unique flexibility and large-area preparation potential, creating unprecedented opportunities in various fields, including photovoltaics, IoT, new energy vehicles, and aerospace [4] - The China Photovoltaic Industry Association (CPIA) predicts that by 2030, the penetration rate of perovskite photovoltaic modules in China could reach 30% [4] - According to the China Business Industry Research Institute, China's new perovskite battery production capacity is expected to reach 2 GW in 2024 and 161 GW by 2030 [4] Group 3: Company Developments - Over 20 listed companies in the A-share market are involved in perovskite battery businesses, with some making rapid progress [5] - Aolaide has completed the assembly and testing of its perovskite evaporation machine, measuring 650*450, and is advancing market promotion [5] - JingShan Light Machinery provides MW-level perovskite solutions and GW-level mass production equipment [6] - Jiejia Weichuang has delivered key equipment for perovskite solar cell production, aiding clients in refining industrial processes [6] - XianDao Intelligent has successfully shipped its GW line laser scribing equipment to leading domestic clients [7] - BOE A has successfully produced the first batch of samples from its perovskite photovoltaic battery pilot line [8] Group 4: Market Performance - Perovskite battery concept stocks have shown slightly stronger performance than the broader market, with an average increase of 4.93% year-to-date, outperforming the Shanghai Composite Index by over 4 percentage points [8] - However, many perovskite battery concept stocks have experienced significant pullbacks, with an average decline of 25.25% from their 2024 highs [8] - Six stocks have seen declines exceeding 30%, including Sunrise Orient, Zhonglai Shares, Jepter, Sunshine Power, Delong Laser, and Maiwei Shares, with Sunshine Power having the highest market capitalization at 140.439 billion [8]