The world's largest perovskite photovoltaic production line was put into production.
On February 8th, 65438 polar electro-optic energy announced that the 150MW perovskite photovoltaic production line was officially put into production, which marked the transition from laboratory research and development to full industrialization of polar electro-optic perovskite batteries.
According to the company, the production line is the largest perovskite photovoltaic production line in the world, with the production capacity of photovoltaic building integrated products and standard components, with an annual output value of 300 million yuan after commissioning. The production line of polar electro-optic energy 150MW perovskite battery was started in the fourth quarter of last year, and the complete set of equipment was completed in September and June this year.
Perovskite solar cells (PSCs) are solar cells with perovskite structure as light absorbing materials, and belong to the representative of the third generation of high-efficiency thin-film batteries. They have the advantages of high efficiency, low cost and high flexibility, and are the star materials in the field of photovoltaic BIPV and electric vehicle mobile power generation in the future.
The development of BIPV is expected to accelerate the application of perovskite batteries.
Since 20 19, the supporting policies for the development of perovskite industry have been continuously introduced. The tenth five-year plan for scientific and technological innovation in the energy field points out that the specific direction of supporting the preparation and industrial production technology of high-efficiency perovskite batteries is to develop batch production technology and equipment of perovskite batteries based on solution method and physical method, to develop high-reliability component cascade and packaging technology, and to develop large-area, high-efficiency, high-stability and environment-friendly perovskite batteries.
Perovskite is facing the problem of uneven and unstable preparation in a large area, which requires the troika of technology, formula and equipment to go hand in hand. At present, through the application of inorganic charge transport layer, the optimization of perovskite material system, the introduction of passivation technology, the development of composite electrode and the optimization of packaging technology, the stability problem has been solved and positive progress has been made
According to the research report of China Securities, the BIPV field or PSCs covers the application market first, and the total market size exceeds 1000 billion. Considering the increased penetration rate of perovskite battery components in BIPV field, it is estimated that the potential installed demand of perovskite batteries in BIPV field will be 76.2GW from 2022 to 2025.
Two funds are eyeing two perovskite battery concept stocks at the same time.
According to the statistics of Securities Times and Datanewspaper, there are currently 2 1 listed companies with perovskite battery business. By the close of 65438+February 9, five stocks, including Baoxin Technology, Jingshan Light Machinery, Lingda, vogel Optoelectronics and Jinjing Technology, had increased by over 10% this year. Compared with the latest closing price's high point in the year, Xizi Jieneng, Deere Laser, Tongwei, Lingda, and Aikangkeji have dropped significantly.
According to data treasure statistics, there are six companies whose net purchase amount of financing funds has exceeded 1 billion yuan since June 5438+065438+ 10, namely Zhonglai, Deere Laser, Jingshan Light Machinery, Tongwei, Jiejia Weichuang and Lingda. During this period, according to the average transaction price of the interval, only Deere Laser and Jinjing Technology increased their holdings by more than 1 100 million yuan.
Recently, many listed companies responded to the layout progress on the interactive platform. Thiel Laser revealed that the company has successfully applied laser processing technology to the field of new high-efficiency solar cells and components, such as PERC, MWT, Topcon, IBC, HJT, perovskite and so on. The company has been developing and selling perovskite battery related products.
The perovskite laboratory of Tongwei Co., Ltd. has been completed, and it is expected that the first perovskite battery will be rolled off the assembly line this year.
Jingshan Light Machinery revealed that Shengcheng Photovoltaic, a subsidiary of the company, signed a technical cooperation and development agreement with GCL Optoelectronics as early as May 20021. At present, the project is progressing steadily. The company has shipped some perovskite battery equipment, and is actively deploying other perovskite battery equipment and making corresponding technical reserves.
Zhonglai Co., Ltd. perovskite laminated battery is under development. At this stage, the focus is on developing the bottom battery that matches the perovskite battery.
Baoxin technology cooperates with the R&D team of the university to develop perovskite and laminated technology research.
Wanrun Co., Ltd. owns some patents related to raw materials needed for the production of perovskite solar cells, and the company actively pays attention to the development of downstream industries in related fields.
Jinjing Technology has established business relations with some domestic cadmium telluride and perovskite battery enterprises, and has been recognized by downstream customers to start supplying.