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.

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Correlation

In the first half of the week, component prices continued to decline. Following the price cuts of Longji Green Energy and Jingke Energy last week, the prices of Jingao Technology and Tongwei shares were lowered by 0.01-0.02 yuan/W.

2025-06-25 17:33:56

In the first half of the week, the price of photovoltaic modules was lowered in a large area.

2025-06-18 15:17:11

The leaders in charge of the operation area of Shanxi reported the completion of the main economic indicators in May; the general managers of the subsidiaries reported the progress of the key work in May, the safeguard measures for the completion of the profit target in the first half of the year and the next key work.

2025-06-17 10:37:44

In view of the increasingly severe market situation in Wuhan, the phenomenon of malicious low-price competition in the industry is frequent, the sales price is constantly breaking through the bottom line, and the enterprises are facing a full-line loss state. In order to give full play to the leading role of leading enterprises, strengthen the industry self-discipline convention, and abide by the operating standards, on the afternoon of June 13, Wuhan Concrete Association organized a symposium on market operation analysis of more than ten key enterprises in Wuhan Shenghuaxin Building Materials Co., Ltd. to analyze the market situation of the industry, study the industry response measures, unify ideas, reach consensus and work hand in hand to get out of the current predicament.

2025-06-16 15:09:17

Today (June 13), the 2025 SNEC Photovoltaic Exhibition ended again in a lively atmosphere. Over the past few days in Shanghai, the Digital New Energy DataBM. Com has communicated with many photovoltaic enterprises and felt the strong smile flowing under the "Photovoltaic Carnival".

2025-06-16 09:08:20

From June 11 to 13, the SNEC Photovoltaic Exhibition, known as the "Photovoltaic Spring Festival Gala", arrived as scheduled. In the past two years, the photovoltaic market continued to grind the bottom, and the photovoltaic people suffered unspeakably. The depressed market environment makes the whole industry fall into a low pressure atmosphere. However, from the SNEC exhibition site, although not compared with the past two years, the level of liveliness is still not low. In particular, the exhibition booths of leading enterprises are still popular, and the chilly market situation does not seem to affect the mood of photovoltaic people to "meet friends" and "meet rivals".

2025-06-13 14:29:55

Whether it is rational competition or rational capacity removal, it is only an idealized state, underestimating human nature and ignoring the law. In the face of life and death, everyone has their own ideas, as the saying goes, share the joys and sorrows. Competition is the basic state of market economy, elimination and screening is the law of nature, why dinosaurs will be extinct, because they can not adapt to changes in the environment, the same cement enterprises in the competition can not adapt to changes in the environment, should also be eliminated.

2025-06-12 16:00:03

The meeting held that this year, on the basis of the plan at the beginning of the year, we should further increase the intensity of peak staggering production. The meeting made it clear that the third stage of peak staggering began on June 20 and that between July 31, enterprises would implement peak staggering and stop kilns for 25 days.

2025-06-11 10:04:27

In the first half of the week, the price of photovoltaic modules remained stable as a whole, with a slight decline in some areas.

2025-06-10 14:11:03

Since June 7, some major manufacturers in northern Zhejiang have followed up the notice to raise the price of bulk cement by about 30 yuan/ton.

2025-06-09 14:09:20

Guangdong and Guangxi: After June, the price of cement in Guangdong stopped falling and stabilized, and there was no significant fluctuation in the price of concrete. At the beginning of the month, the price of cement in some markets in Guangxi began to rise by 20-30 yuan/ton. However, the current market situation, high school entrance examination and rain weather and other factors, demand or continue to run weak, even if the cost price shows signs of rising, but it is difficult to support the price increase of commercial mixed enterprises, so in the short term, the quotation of commercial mixed enterprises will still be stable.

2025-06-06 17:15:55

On June 6, the National Concrete Price Index (CEMPI) closed at 99.31 points, down 0.04% annually and 16.14% year-on-year.

2025-06-06 16:52:59

Recently, Atlas Sunshine Power Group Co., Ltd. released a record of investor relations activities. Zhuangyan, president of the company, Pan Naihong, chief financial officer, Xu Xiaoming, secretary of the board of directors, and Zhang Lichen, representative of securities affairs, participated in the reception and responded to the shipment volume and capacity planning.

2025-06-06 10:05:42

The current market situation, the entrance examination is imminent, coupled with more adverse factors such as high temperature in Meiyu, market demand continues to weaken, whether this round of price push can land remains to be seen.

2025-06-06 09:51:01

Since the 5th, many markets in Jiangsu have tried to raise the price of high-standard bulk cement by about 30 yuan/ton.

2025-06-05 14:20:14

In June 2025, the cement market price in India fluctuated significantly. Cement prices in South India have risen sharply, while in other regions, they have either fallen slightly or remained flat. This different trend in prices across regions has had an impact on the average price of cement across India. In general, the cement market in India showed a complex price trend due to regional differences in the month, with the price trend in South India being more prominent in the cement price pattern across India.

2025-06-04 10:25:54

On June 3, Longji Green released its record of investor relations activities in May. According to the content, Longji Green Energy responded to the photovoltaic market, company operation, product situation and other issues.

2025-06-04 09:27:09

On May 14, the general meeting of China Cement Association was held in Hefei, Anhui Province, and Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Material Group, was elected as the new president. Shortly afterwards, Zhou Yuxian started an intensive visit.

2025-06-04 09:23:55

Around 28-30 days, some leading enterprises in the Pearl River Delta region continued to explore the price of bulk cement by 10-15 yuan/ton.

2025-05-30 10:48:47

It is understood that the company's cement sales in the first quarter of 2025 reached 570000 tons, an increase of 70% over the same period last year, with an output value of about 130 million yuan, achieving a breakthrough in the off-season.

2025-05-27 13:53:12

With the recent increase in rainfall, the performance of terminal demand was lower than expected, and the prices of clinker and cement in many markets in the Yangtze River Delta of East China continued to decline. The price of some markets in Jiangxi has risen again, and the implementation remains to be observed.

2025-05-23 16:11:02

Establish a sustainable business promotion model of construction waste recycling industry chain synergy based on economic, environmental and social values, which is market-oriented, endorsed by policies, supported by standards, supported by technology, based on industrial chain synergy, and aimed at absorbing and recycling construction waste.

2025-05-20 16:24:38

In 2026, Conch Group is about to celebrate its 30th anniversary. Over the past 30 years, it has moved from Anhui to the whole country and the world, and has become the leader of China's cement industry.

2025-05-19 09:57:40

Due to the continuous rain weather, the construction site in Guangdong and Guangxi is limited, the demand is obviously declining, and the shipment volume of enterprises is low. At the same time, the cost of raw materials such as cement and sand declined, which further exacerbated the fluctuation of market prices.

2025-05-16 17:15:48

On May 16, the National Concrete Price Index (CEMPI) closed at 99.81 points, down 0.53% annually and 16.48% year-on-year.

2025-05-16 16:34:23

Around the beginning of May, the actual transaction prices of some transit warehouses and enterprises in Fuzhou, Sanming and other places in Fujian began to loosen and fall by about 10-20 yuan/ton.

2025-05-07 16:35:03

Man Gaopeng pointed out that the marketing team has a great responsibility to correctly understand the current situation of the industry, focus on the long-term, based on the present, and systematically promote all kinds of work in accordance with the requirements of "internal and external training, internal support".

2025-04-28 14:36:38

Recently, affected by the market situation, coupled with the poor implementation of the policy of staggering peak and stopping kilns, cement prices in Wuhan have fallen again, with a cumulative decline of about 30 yuan/ton..

2025-04-23 16:45:10

Since the second half of 2024, based on the spirit of the meeting of the Political Bureau of the Central Committee of the Communist Party of China on July 30, the cement industry has strengthened industry self-discipline and prevented "involution" vicious competition, and the operation situation of the industry is obviously better than that in the first half of the year. The cement industry has increased from a loss of 1.6 billion yuan in the first half of the year to a profit of 26 billion yuan in the whole year, which is far from the normal profit level of the industry, but it shows the importance of "anti-involution".

2025-04-22 13:34:08

At the beginning of last year, in the face of declining demand, domestic cement enterprises, including some leading enterprises, put stabilizing and increasing market share in a prominent position in their work reports at the beginning of the year, and the industry was full of "gunpowder". In contrast, at the beginning of this year, the work reports of major enterprises at the beginning of this year did not focus on market competition and share promotion, but more on stabilizing the situation, anti-involution and increasing efficiency, and the mentality of enterprises in the industry has changed significantly.

2025-04-10 16:35:00

At the end of the meeting, President Gong Leihai once again called on the whole industry to be "highly self-disciplined" in behavior and "rapidly changing" in concept. In such a fragile environment of the whole cement market, it is necessary to establish a "anti-involution" normalization working mechanism of "associations set up platforms, large enterprises take the lead, and small enterprises cooperate".

2025-04-03 15:50:08

However, the recent sharp decline in cement prices in central Liaoning has broken the stability of the regional market and brought new challenges to the healthy development of the cement industry in Northeast China.

2025-04-01 15:44:06

The purpose of OCC is to prevent involution, adhere to peak-shifting production and capacity reduction on demand, maintain the prosperity and stability of the Yangtze River cement industry, and achieve high-quality development. At present, the biggest problem is how to make small and medium-sized enterprises cooperate.

2025-03-25 14:15:46

From a policy point of view, it is quite beneficial for enterprises to supplement their production capacity to the industry. If the policy is strictly implemented, the effective production capacity of Jiangxi Province will be reduced by nearly 10 million tons. In the implementation of off-peak production, it is necessary to accurately predict the market demand, comprehensively consider the inventory situation of enterprises, and then determine a reasonable off-peak time, the inventory level should not be higher than 50%.

2025-03-25 13:48:46

The price of commercial mixing in central and southern China is stable and small.

2025-03-21 16:09:27

Cement prices in Shandong have basically fallen back to about 30 yuan/ton after the rise, and some enterprises have fallen back to the level before the rise, and the specific situation remains to be observed.

2025-03-20 14:40:41

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Yang Kewei, deputy general manager of Kerui Research Center, brought the report "Current Real Estate Market Situation and Industry Development".

2025-03-19 11:16:00

According to the current market situation, cement prices in Henan have begun to pull back around 30 yuan/ton, and some enterprises have fallen back to the level before the rise..

2025-03-17 14:01:44

Ma Weiping, chairman of OCC, said that the 50-person Forum on Cement Economy has become an influential platform for the industry, bringing together the leaders of large and medium-sized enterprises and associations in the industry, so that everyone can freely discuss the industry trend and make suggestions.

2025-03-17 13:10:41

In order to actively explore the new path of high-quality development of Xinjiang cement industry, further strengthen exchanges and cooperation with mainland counterparts, and learn from advanced experience, from February 24 to March 3, 2025, Xinjiang Building Materials Industry Association organized some cement enterprises in Xinjiang to study and exchange in Henan, Shandong and Beijing.

2025-03-17 10:10:14

Kuang Hong, executive vice president and Secretary-General of Shanghai Cement Association, believes that the rigid production capacity of the industry should learn from Shandong and the staggered peak production should learn from Northeast China. According to Kuang Hong, some cement enterprises lost a lot of market share in Shanghai after the sharp adjustment of cement prices along the Yangtze River in the fourth quarter of last year. Judging from the situation in Shanghai, leading enterprises should play a leading role, while relevant enterprises should keep up with it in order to stabilize the market situation.

2025-03-13 17:12:28

Based on the current market situation and past price rules, the next cement price situation deserves close attention and expectation both inside and outside the industry.

2025-03-06 09:54:38

In 2024, the market scale of ready-mixed concrete industry in Guizhou Province contracted seriously, hovering in the low market demand area. The ready-mixed concrete industry in Guizhou Province has shown the characteristics of regional competition, and the disorderly competition continues to intensify. Major enterprises have competed for market share by shrinking production capacity, reducing labor and production costs, improving product service quality and technological innovation. Some enterprises have begun to explore the integration of upstream and downstream industrial chains (sand and gravel materials, prefabricated components, outsourcing business) to speed up mergers and acquisitions. In order to reduce costs and improve competitiveness. Industry consolidation will accelerate in 2024, and some small and medium-sized enterprises will face elimination or acquisition, thus improving the overall situation.

2025-03-04 10:36:26

Despite the strong willingness of enterprises to raise prices, the recovery of market demand is relatively slow, and in some areas, even due to problems such as capital repayment, the construction site start-up rate is low, and the actual implementation remains to be further observed.

2025-02-26 09:27:50

On the 23rd, some major manufacturers in Hunan began to notify an increase in the price of bulk cement by 20 yuan/ton and an increase in the price of bagged cement by 10 yuan/ton. The implementation of this round of price increase remains to be seen..

2025-02-24 09:52:38