Is the next draught of photovoltaic coming? BYD, Ningwang and Longji are accelerating their layout.

2023-11-21 18:43:12

100GW by 2030.

According to Digital New Energy DataBM. At the same time, affected by the low price of products and overcapacity in the industry, many enterprises in the field of crystalline silicon photovoltaic have put into operation in a low-key manner. For details, click compared to crystalline silicon 18, according to the news released by Gongqingcheng, the perovskite photovoltaic project of Jiujiang Roushuo Photoelectric Technology Co., Ltd. officially landed in Jiujiang, Jiangxi Province.".

On the 17th, Ningde Times won the patent in the field of photovoltaic thin film modules again.

On the 15th, Huasheng New Energy announced that it would continue to increase the technology research and development of heterojunction-perovskite tandem batteries after completing the C round of financing of over 2 billion yuan.

On the 8th, BYD announced a positive layout of perovskite battery technology.

……

As a recognized future star in the photovoltaic industry, perovskite is regarded as the next generation of photovoltaic technology with the advantages of 50% theoretical conversion efficiency, easy availability of raw materials and simple process.

At present, as the conversion efficiency of crystalline silicon single-junction batteries is approaching the ideal efficiency limit,

on November 12, Professor Ke Weijun and Professor Fang Guoguo of Wuhan University creatively proposed the integrated doping strategy of aspartate. Further improvements in the stability and efficiency of narrow band gap perovskite sub-cells are achieved. Based on this method, the team raised the steady-state efficiency of narrow band-gap perovskite sub-cells to 27.

Academician of Edward H. Sargent, Northwestern University, USA, Mercouri G.

of inverted perovskite solar cells prepared by this method. Its certified quasi-steady-state power conversion efficiency reached 25. At the same time, the team also successfully prepared a conversion efficiency of 28.

In terms of enterprises, a number of companies have recently announced breakthroughs in the field of perovskite.

Today, Shanghai Letian Calcium Titanium Photoelectric Technology Co., Ltd . The company and the Institute of Chemistry of the Chinese Academy of Sciences have jointly developed 26 perovskite solar cells.

Longji Green Energy also announced earlier this month that according to the latest certification from the National Renewable Energy Laboratory (NREL). The efficiency of the crystalline silicon-perovskite tandem cell independently developed by the company has reached 33.

Guangyin Technology has also recently achieved 21.

Large size on 30cm * 40cm large area perovskite cell modules. On November 9, Electrode Solar announced that the company's 1200 X 600 mm commercial perovskite components had passed the IEC 61215 and IEC 61730 double standard certification.

Meanwhile, the report says that by 2026, Global perovskite production will break the 2G W barrier; reach 10GW by 2027; and reach 100GW by 2030 .

This optimistic forecast confirms that with the continuous breakthroughs in related technologies in the field of perovskite, more and more enterprises choose to enter the layout. According to Choice statistics of Oriental Wealth Network, more than 26 listed companies have announced the layout of perovskite.

Recently, BYD , the leader of new energy vehicles, said in its research activities that the company's photovoltaic technology is transforming from PERC battery technology to N-type TOPCon and HJT battery technology, and actively laying out perovskite battery technology to promote battery conversion efficiency.

French Amor Group and German silver metallization paste manufacturer Heraeus Group also announced in November the acquisition of part of HoloSolis, a French solar module manufacturer, and the development of perovskite/silicon tandem cells. In the

manufacturing process, Aolian Optoelectronics recently announced that the company's first 60 cm × 60 cm perovskite module has been offline at the end of October, and the company has completed the construction of the core process equipment of the 50MW perovskite solar cell pilot line.

photovoltaic energy has started in April this year.".

Although the commercialization progress of perovskite manufacturing is still in the 0-1stage, the relevant equipment manufacturers have stepped on the first round of tuyere and received the first dividend of the industry.

Digital New Energy DataBM.

In the field of perovskite solar hydrogen energy collection, Mannst has formed corresponding orders for intelligent equipment. It is accelerating the process of large-scale production. The maximum substrate size of the company's slit coater can reach 2300 × 1200mm, and the size of the existing sales orders is 1200 × 600mm.

Jiejia Weichuang recently disclosed that the company successfully shipped large-area perovskite thin film vertical mass production equipment. At present, the company has the supply capacity of perovskite and perovskite laminated MW mass production line equipment, and provides perovskite equipment to many customers. Dier Laser , the leading manufacturer of

laser equipment, has also received orders from leading perovskite manufacturers, and small batches of orders have been delivered.

At present, the following enterprises have laid out perovskite:

Jiejia Weichuang: the leader of photovoltaic equipment with comprehensive layout of TOPCon, HJT, IBC, perovskite and other technical routes.

Jingshan Light Machinery Co., Ltd. is an enterprise that has completed the development of perovskite equipment earlier in the industry and has actual product sales.

Aolian Electronics : focused on the field of perovskite batteries and modules, and the certified efficiency of perovskite batteries reached 24.

GCL Optoelectronics: the efficiency of large-size perovskite modules of the company has approached the key industrialization index of 18%.

Fiber Nano Optoelectronics: It has been listed on the world record table of photoelectric conversion efficiency of perovskite modules for 9 times, and has obtained the world's first IEC61215 and IEC61730 double certification of perovskite product stability system at home and abroad, and is the first organization to successfully apply perovskite photovoltaic technology to the mass production line of 100 MW.

Electrode Light Energy: Company Perovskite 1.2 X0. Electrode Light Energy 1.2 X0.

Aolaide: Based on the accumulation of OLED technology, enter into the field of calcium iron ore materials and equipment.

Delong Laser: The whole section of perovskite equipment has been delivered, and new process development and business communication with head customers are under way.

MANNEST: It has intelligent coating equipment for perovskite and has received sales orders in the field of perovskite.

Dier Laser: The technology of laser micro-etching equipment applied to all-back electrode contact crystalline silicon photovoltaic cells (BC) is leading, and orders for BC cell laser equipment were obtained in 2019.

Haimuxing: The research and development of BC started in the PERC era. At present, BC products have achieved breakthroughs, and new products are jointly developed with customers.

Robotco: vigorously promote the layout of heterojunction copper electroplating business, metallization has shipped GW grade equipment, and graphics has started research and development.

Baoxin Technology: focus on the layout of high-efficiency heterojunction battery and module projects, the first phase of 2GW is expected to be put into production within the year; prospective layout of perovskite + heterojunction tandem battery technology, laboratory self-test efficiency of more than 30%.

Maiwei Co., Ltd.: one of the few suppliers that can provide HJT whole line production equipment.

All can be viewed after purchase
Correlation

From October 22-24, major enterprises in Qingyuan, Shaoguan, Yangjiang, Zhanjiang, Maoming, North Guangdong and West Guangdong tried again to push up the price of cement by 30 yuan/ton.

2026-10-26 15:37:21

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

In the first half of the week, about four component manufacturers have launched the fourth quarter impulse plan, covering the head and the second and third tier manufacturers.

2026-10-21 17:36:52

Recently, five listed energy storage companies, such as Ganfeng Lithium Industry and Yiwei Lithium Energy, have issued performance forecasts/reports for the third quarter of 2026.

2026-10-19 09:11:48

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

Ma Weiping's career trajectory has gone through the two most important shifts in China's cement industry in the last 30 years: one is from "bringing in" to "going out", and the other is from grabbing share to building ecology.

2026-10-16 14:20:17

Cement allocation stations do not build rotary kilns, do not burn clinker, do not account for clinker production capacity indicators, nor are they constrained by peak staggering and kiln shutdown. They only do one thing-purchase high-grade cement from large enterprises and mix it with admixtures to supply the market with low-grade cement.

2026-10-16 11:16:06

Subsequently, on September 24, the Department of Industry and Information Technology of Guangdong Province issued the Notice of the Department of Industry and Information Technology of Guangdong Province on Promoting the Rectification of Overproduction Problems of Cement Clinker Enterprises to the Bureaus of Industry and Information Technology at or above the prefectural level, which rectified the feedback problems of the third round of central ecological environment protection supervision and standardized the cement industry in Guangdong Province. The order of production capacity and output control falls on the specific action of cement output control.

2026-10-15 14:11:50

After the National Day holiday, six component manufacturers have lowered their quotations. Tongwei shares, Longji Green Energy and Aixu shares were all adjusted, with an overall decrease of 0.01-0.02 yuan/W. At the same time, another three first-line manufacturers partially adjusted their prices, with an overall decrease of 0.02-0.03 yuan/W.

2026-10-14 15:34:33

In the heating season from 2026 to 2027 (from November to March of the next year), Inner Mongolia requires the cement clinker production lines in the whole region to stagger the peak for five months, strictly control overproduction, strengthen the replacement cooperation of carbide slag enterprises, differentiate and exempt the co-disposal of hazardous wastes and heating production lines, and implement "red, yellow and green" hierarchical supervision and joint punishment.

2026-10-12 09:16:01

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

The total investment of the project is 30 million yuan, with an annual output of 800000 cubic meters of concrete.

2026-09-20 10:40:16

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

He participated in and led the joint reorganization, which brought the concentration of China's cement industry from 15% to 64%; he took over the 100 billion-level integration, which put 300 million tons of clinker production capacity into a listed company. These achievements later encountered the most difficult downward cycle in the industry, and the achievements and pressures were equally heavy. But once the organizational structure is adjusted, it will not go back-which may be the most tangible thing he left to the industry.

2026-09-18 09:22:19

Recently, Bloomberg New Energy Finance (Bloomberg NEF) Global Executive Interview Series released a new issue of dialogue with Lu Chuan, director of Zhengtai Group and chairman and President of Zhengtai Xinneng.

2026-09-16 10:19:53

On September 3, Liu Jibin, Vice President of China Cement Association, President of Gansu Building Materials Association, former member of the Party Committee and President of Qilian Mountain Cement, went to Zhangye to investigate the project. Wang Jianbo, member of the Party Committee and vice president of Qilian Mountain Cement, accompanied the investigation.

2026-09-16 10:02:05

As the cost of raw materials in the upstream falls, the market price reduction is expected to heat up, and the terminal wait-and-see sentiment is further aggravated.

2026-09-09 15:42:01

If you want to cooperate, you should cooperate sincerely; if you want to raise the price, you should raise the price steadfastly.

2026-09-08 11:59:34

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

The upstream market of the photovoltaic industry chain accelerated to cool down, and the battery continued to decline.

2026-09-02 16:09:51

Although the price of photovoltaic modules has risen intensively before, the transaction of high-priced modules is not satisfactory.

2026-08-28 16:31:40

Up to now, the price of batteries has fallen, the current quotation is concentrated between 0.32-0.35 yuan/W, and last week's high quotation of 0.38 yuan/W is no longer visible.

2026-08-26 16:39:17

Although some manufacturers have the action of driving up the quotation, they have not formed the actual shipment.

2026-08-21 16:16:01

The statistics of cement output in China from January to July 2026 show that the cumulative output of cement in China has a certain scale. Most of the data showed a downward trend, with the national year-on-year rate of-8.60%. Among them, the year-on-year decline in Fujian is more prominent, reaching -30.21%, while the year-on-year increase in Beijing is relatively obvious, 21.07%. The year-on-year decline in Ningxia was relatively small, only-2.04%. The year-on-year changes in cement production in different regions reflect the differences in the development of the cement industry in different regions.

2026-08-21 15:34:12

The wait-and-see mood is further aggravated, and the deadlock of "reporting up without buying up" is still continuing.

2026-08-19 15:57:31

In the past two weeks, 10 manufacturers have raised prices one after another, and all models in the market have been covered.

2026-08-14 15:57:07

Let's take a look at the core direction and key work deployment of major cement enterprises in the second half of the year.

2026-08-13 09:40:37

Seven manufacturers, including Jingke Energy, Trina Solar Energy, Jingao Technology, Atlas, Dongfang Risheng, Yingli Energy and Runma Solar Energy, raised their component quotations by 0.01-0.03 yuan/W.

2026-08-12 17:50:55

With the concentrated warming of price sentiment and the strong wait-and-see sentiment in the distributed market, the acceptance of high quotations by purchasers is still limited.

2026-08-07 16:23:40

Guangdong and Guangxi: The concrete market demand in Guangdong continues to be weak this week.

2026-08-07 15:48:42

Although the quotation side continues to weaken, the demand side of the distributed market has shown a phased recovery.

2026-08-05 15:52:42

This week, the photovoltaic module market entered the policy wait-and-see period, and the price reduction was significantly reduced. According to the survey of Digital New Energy DataBM. Com, this week only Longji Green Energy partially lowered the price of components, and some products were reduced by 0.01-0.03 yuan/W. At the same time, five second-and third-tier enterprises lowered their quotations by 0.01-0.05 yuan/W.

2026-07-31 16:31:56

Some market views hold that subsequent industry prices will be monitored or "drawn" again-the current downward trend in the downstream component market may be constrained.

2026-07-29 16:25:13

The meeting emphasized that with the deep adjustment and structural transformation of the industry, the industry and market situation in the second half of the year is grim and complex. All staff should have a clear understanding of the situation, face up to the difficulties, unify their thinking, strengthen their confidence, continue to make up for the shortcomings, strengthen their muscles and bones, survive the cold winter, and continue to implement the lowest cost operation mode. In the second half of the year, with a more pragmatic style and responsibility, they will work hard to tap potential and reduce consumption, train hard in management and achieve good results.

2026-07-29 13:32:46

The meeting demanded that all cadres and workers in Shanxi Operating Area should enhance their sense of responsibility and crisis, strengthen their confidence, work hard and strive for the first place, and make every effort to achieve the annual task objectives.

2026-07-23 13:53:05

Although the decline of conventional products has narrowed compared with the previous period, the price pressure has not been substantially alleviated.

2026-07-22 18:56:35

According to the statistical data of flat glass production in China from January to June 2026, the cumulative output of flat glass in China has a corresponding scale, which is 5.70% lower than that in the same period last year. There are obvious differences in output and year-on-year changes in different regions, and the output in some regions is zero. The output of Jiangxi increased by 146.92%, the output of Guangxi increased by only 0.49%, and the output of Shandong increased by 0.54%. The output and year-on-year change data of each region reflect the development trend of the flat glass industry in different regions during this period.

2026-07-22 16:27:06

The statistics of cement output in China from January to June 2026 show that the cumulative output of cement in China has a certain scale, which is 8% lower than same period last year. The output of each region increased or decreased year on year, of which Fujian had a larger year-on-year decline, reaching 32.23%, while Beijing had a more prominent year-on-year growth, reaching 22.57%. In addition, the year-on-year changes in Gansu and Ningxia were relatively small, 0.95% and 0.31% respectively.

2026-07-22 11:46:06

Shanshui Group focuses on market-oriented transformation, coordination of production and marketing, cost reduction and efficiency enhancement, emergency supply and capacity improvement, and comprehensively promotes high-quality development.

2026-07-20 23:59:47

This week, Guangdong concrete market continued the weak operation pattern of stable price, weak demand and blocked cost transmission. Go

2026-07-17 16:53:16

On July 13, the 2026 semi-annual cement plate benchmarking management promotion meeting of Jiangxi Wannianqing Cement Co., Ltd. was held in Wannian Cement Plant. The meeting comprehensively reviewed the management results of cement and aggregate plate benchmarking in the first half of the year, exchanged advanced experience, analyzed the gap and shortcomings, and deployed the key tasks of benchmarking in the second half of the year.

2026-07-17 11:46:40

Regressive components, project surplus components and low-power inventory components are flooding the market on a large scale.

2026-07-15 17:34:40

Teng Yongjun investigated Shanxi Operating Zone, emphasizing on coping with market changes, strengthening cost control, keeping the bottom line of safety and environmental protection, promoting cost reduction, efficiency enhancement and sustainable development, and compacting responsibilities to ensure the achievement of the year-round goals.

2026-07-13 10:10:01

Wu Guixing inspects the safety and environmental protection of Yufeng in Beihai and guides its operation in a "four not two straight" way, emphasizing anchoring objectives, fine management and cost reduction, and building a strong line of defense for safety and environmental protection.

2026-07-13 10:01:25

Four leading enterprises lowered the quotation of conventional products by 0.01-0.03 yuan/W

2026-07-10 16:40:22

The total amount of calibration in June was 9.26 GW, an increase of 41.43% compared with May, showing the characteristics of surface warming. At the price level, the average price of 0.752 yuan/W in June fell by 10.73%, and the previous upward momentum was temporarily interrupted.

2026-07-09 11:18:54

In the first half of the week, six manufacturers released a large number of special components, with a minimum of 0.66 yuan/W.

2026-07-08 16:30:39

In the past 7 days, 11 manufacturers have lowered their quotations by 0.01-0.05 yuan/W.

2026-07-03 16:18:05

From June 26 to 28, Wang Lei, Deputy Secretary of the Party Committee and President of Shanshui Group, and his delegation went to Tianjin, Huludao, Jinzhou and Baishan companies in the Northeast Operating Area for investigation. Zhao Hongbo, member of the Party Committee of the Group, Vice President and General Manager of Northeast Operating Area, participated.

2026-07-02 17:26:39

Recently, the Department of Ecology and Environment of Jiangsu Province announced the list of key emission units in the national carbon emission trading market in Jiangsu Province in 2027. A total of 262 subjects were included in the control, of which 14 were selected from the cement sub-industry, distributed in Nanjing, Wuxi, Xuzhou, Changzhou, Yancheng and Zhenjiang, including Nanjing Zhonglian Cement, Jiangsu Xinning New Building Materials, China Cement Plant, etc. The announcement of the list means that the relevant cement enterprises will be included in the quota management and performance scope of the national carbon market in 2027.