ALAE(SZ:300585)2022-12-19 10:32Group 1: Company Overview and Strategy - The company, Nanjing Aolian Automotive Electronics Co., Ltd., has been focused on automotive components since its establishment in 2011, becoming a first-tier supplier for major automakers such as FAW, SAIC, and BYD [1] - The company aims to become a leading enterprise in the innovative new energy industry through both organic growth and mergers and acquisitions [1] - The strategic extension into the new energy industry chain aligns with the company's current focus on automotive electronics [2] Group 2: Advantages of Perovskite Solar Cells - Perovskite solar cells have a high conversion efficiency, with single-junction cells currently achieving 25.7% and theoretical efficiency reaching 33%, while multi-junction cells can reach up to 45%, significantly higher than crystalline silicon cells at 29.4% [2] - The production process for perovskite cells is shorter, taking only 45 minutes compared to at least 3 days for crystalline silicon cells [2] - Investment costs for perovskite cell production are lower, requiring only 500-600 million yuan for 1 GW capacity, which is half of that for crystalline silicon [2] - The theoretical total cost of perovskite cells is approximately 0.5-0.6 yuan, only 50% of the limit cost of crystalline silicon, with potential to reduce photovoltaic costs by 80% in the long term [2] Group 3: Policy Support for Perovskite Technology - In June 2022, the National Development and Reform Commission and the National Energy Administration issued the "14th Five-Year Plan for Renewable Energy Development," emphasizing the need to master new generation high-efficiency low-cost photovoltaic cell technologies, including perovskite [2] - In August 2022, the Ministry of Science and Technology and other departments released the "Implementation Plan for Carbon Peak and Carbon Neutrality," highlighting the focus on developing efficient and stable perovskite cell technologies [2] Group 4: Collaboration and Team Expertise - The collaboration with Xu Mingjun's team is based on their extensive experience in military and technology enterprise management, particularly in perovskite solar cell technology [3] - Xu Mingjun's team has successfully completed the domestic production of all process equipment for a 100×100 mm perovskite cell experimental line and achieved a maximum certification efficiency of 16.8% for a 550×650 mm pilot line [3] - Future plans include establishing a perovskite research institute and collaborating with leading domestic experts to create a comprehensive platform for material formulation, process equipment, and component production [3]