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

BC Lowers Quotation, Small Factory Raises Price

2025-09-24 16:41:10

The conference focused on industry trends and policies, and conspired for the coordinated and high-quality development of the concrete industry.

2025-09-23 15:30:59

Jingke Energy lowered its quotation by 0.01-0.03 yuan/W

2025-09-17 15:49:01

On September 11, the September Business Analysis Meeting of Shanshui Group was held in Shenyang, where the Northeast Operating Zone is located, to summarize and review the production and operation situation from January to August, analyze and judge the market situation, and arrange for the next key work. Teng Yongjun, Secretary of the Party Committee and Chairman of the Group, attended the meeting and made a speech. Wang Lei, Deputy Secretary of the Party Committee and President, presided over the meeting and made a speech.

2025-09-16 09:35:05

As the cost of upstream and auxiliary materials continues to rise, the performance of manufacturers is more differentiated.

2025-09-12 15:14:41

On September 10, the Supreme People's Court issued five typical anti-monopoly cases, including the "anti-monopoly administrative penalty case" of the Horizontal Monopoly Agreement of the Cement Association.

2025-09-11 11:09:49

The Supreme People's Court issued five typical anti-monopoly cases on the 10th.

2025-09-10 17:12:32

At the beginning of August, the National Cement Price Index (CEMPI) was 104.07 points, and at the end of the month, it closed at 104.89 points, up 0.64% annually and down 7.33% year-on-year.

2025-09-05 09:37:27

The meeting emphasized that cement peak staggering production is an effective means to promote the structural reform of the supply side of the industry, and all enterprises should consciously implement it, with rigidity as the bottom line, integrity as the principle, and rationality as the wisdom.

2025-09-04 10:07:58

The "low price competition" in the component market continues.

2025-09-03 18:00:00

On September 1, Chairman of China Cement Network Shao Jun and his delegation visited Jiangshan Nanfang Cement Co., Ltd. and were warmly welcomed by Xiang Dajiang, the general manager of the company. The two sides had a detailed exchange on the market situation along the Yangtze River and the market trend in the fourth quarter.

2025-09-01 14:07:51

Hubei Province deepens the market-oriented reform of new energy grid price, promotes the formation of new energy price by the market, improves the medium and long-term and spot trading mechanism, establishes the differential settlement system, and promotes the high-quality development of new energy.

2025-08-28 13:04:53

The market price of photovoltaic modules has stabilized as a whole, and the speed of low-price inventory shipment has accelerated.

2025-08-27 15:37:56

On August 22, 2025, an exchange meeting on high-quality development of cement industry in Fujian and Jiangxi provinces was held in Shunchang, Fujian Province, with the theme of "focusing on the new policy of anti-involution and the consensus of Fujian-Jiangxi linkage". He Youdong, president of Fujian Building Materials Industry Association, attended the meeting, which was attended by more than 20 persons in charge of eight cement enterprises and sales teams from the cross-market areas of Fujian and Jiangxi provinces. The meeting was chaired by Zheng Guoming, Secretary-General of Fujian Building Materials Industry Association.

2025-08-26 18:56:26

This week, the overall performance of the PV module market continued to be weak.

2025-08-22 22:16:34

The market price of photovoltaic modules tends to be stable, with partial price reduction.

2025-08-20 18:11:35

Quotations of 3 leading manufacturers are raised

2025-08-15 16:09:22

According to the incomplete statistics of the digital new energy DataBM. Com, the total number of photovoltaic module procurement projects that have been published in July and announced by the winning candidates is about 5.4G W.

2025-08-11 18:01:47

On the evening of August 7, Xiexin Integration issued an announcement on the signing of silicon material procurement contracts and related transactions. The announcement shows that Xiexin Integration Technology (Suzhou) Co., Ltd., a wholly-owned subsidiary of Xiexin Integration, signed the Product Purchase and Sale Framework Contract with Jiangsu Zhongneng Silicon Industry Technology Development Co., Ltd. (Hereinafter referred to as "Zhongneng Silicon Industry") on August 7, 2025.

2025-08-11 09:18:57

The price increase was blocked, and the manufacturer lowered the quotation in disguise.

2025-08-08 15:27:12

In the first half of the week, three leading companies raised their quotations again.

2025-08-06 17:45:05

As of June 2025, the national cement output was 815 million tons, down 4.3% from the same period last year. The domestic demand for cement continued to decline, and the contradiction between supply and demand became increasingly prominent. Faced with the severe market situation, the key for enterprises to cope with the predicament is to continuously reduce costs and increase efficiency and enhance their competitiveness.

2025-08-04 09:56:29

The PV module market continued to be affected by the transmission of upstream price increases, showing an upward trend as a whole.

2025-08-04 09:06:29

In the process of going to sea, domestic cement enterprises should fully recognize the advantages and disadvantages of different ways of going to sea, adjust measures to local conditions, and formulate strategic plans suitable for their own development. At the same time, enterprises need to pay close attention to the international market dynamics, strengthen risk management, and constantly enhance their core competitiveness in order to gain a firm foothold in the overseas market and achieve sustainable development.

2025-07-30 09:31:39

Zhang Mulin, president of Northern Cement, and his delegation went to the member enterprises of Northern Cement in Heilongjiang Province for on-site mobile office work, and went deep into the front line to guide and promote the work in the second half of 2025. He mentioned that in the face of the severe market situation, we should give full play to the advantages of Heilongjiang Province as the traditional core profit area of northern cement, adhere to the leading role of large groups and the linkage of large regions, and make every effort to stabilize the basic ecological situation of the industry, while paying attention to the balance of volume and price, and stabilizing the relative market share.

2025-07-29 10:25:51

The purpose of the meeting is to implement the requirements of the half-year working meeting of China Resources Group in 2025, summarize the work of the company in the first half of the year, review the gaps and shortcomings, analyze and judge the internal and external environmental situation, study and deploy the key tasks in the second half of the year, and lay a good foundation for the scientific planning of the 15th Five-Year Plan.

2025-07-28 13:55:22

Jinyu Jidong Cement Yangquan Taiyuan Region held a semi-annual working meeting in 2025, at which Yan Haifeng pointed out that aiming at expanding the market and igniting the engine of high-quality development, we should take various measures to stabilize the market share, unswervingly promote the normal peak staggering production policy, strengthen close cooperation with marketing companies, establish multi-party cooperation and realize complementary advantages; We should innovation-driven broaden market channels, fully focus on our own advantages, combine market demand and product application scenarios, vigorously develop new products, and create differential advantages.

2025-07-28 09:24:03

At present, the cement industry has serious overcapacity, and the situation of oversupply makes the market competition more and more fierce. If the state of "boiling frogs in warm water" is maintained reluctantly, it will take a long time for enterprises to form a consensus on the market situation, which is a kind of harm to the industry. When necessary, such as the off-season market, the price will hit the bottom, the enterprise will learn from the bitter experience, start to re-examine the market and its own development strategy, and the whole market will stabilize again in an orderly competitive relationship.

2025-07-23 13:41:28

It can be said that intelligent upgrading is the core grasp for cement enterprises to solve cost problems and improve operational efficiency under the complex market situation.

2025-07-22 09:49:30

This week, component prices began to rise, and the price camp continued to expand.

2025-07-18 14:49:22

Representatives of participating enterprises agreed that the cement industry is facing a severe situation of weakening demand and price pressure, and vicious competition has intensified the phenomenon of involution in the industry.

2025-07-17 16:11:17

With only one R & D personnel left, Hebang Biology suspended follow-up investment in silicon wafer projects and stopped float glass research and development.

2025-07-15 17:41:17

In his speech, Wang Lei fully affirmed the company's achievements in the first half of the year. He pointed out that in the context of the overall downturn in the market situation, the company achieved a year-on-year loss reduction and achieved the best performance in the same period in the past 10 years, laying a good foundation for the work in the second half of the year.

2025-07-14 10:36:28

In order to implement the spirit of the relevant meetings of the Central Committee and the Opinions of China Cement Association on Further Promoting the High-quality Development of the Cement Industry, and to promote the healthy development of the cement industry in Gansu Province, on July 3, the Gansu Building Materials Industry Association organized a symposium on the market situation of major cement enterprises in Lanzhou, Baiyin and Linzhou regions. The main leaders and sales managers of major cement enterprises in Lanzhou, Baiyin and Linxia regions attended the meeting.

2025-07-08 15:31:41

The concrete market as a whole showed a weak and stable price trend, the market activity was not good, and the cost of raw materials in some regions continued to decline, which further dragged down the market price. The mainstream price of the same grade concrete in the main urban area of Chongqing is basically maintained at about 220 yuan per square meter.

2025-07-07 17:09:43

Affected by the continuous rain weather, the demand downturn in Guangdong is difficult to improve, coupled with poor market conditions, the price of new projects is less, and the number of orders received by commercial mixed enterprises is less. In terms of price, the cost price of cement has fallen to the cost level, and there is no significant fluctuation in the week. After the transaction price of commercial mixed enterprises continued to fall in the early stage, most projects were even sold at a loss, and the quotation in the week was weak and stable as a whole. The transaction price of cement in Guangxi is still in the downward stage, affected by the cost reduction, coupled with a serious shortage of demand, the market competition is fierce. Recently, the price of concrete in various markets has been reduced by about 5-10 yuan per square meter, and the quotation in various markets is chaotic at present.

2025-07-07 17:08:02

By the end of 2024, 3.249 million tons of production capacity had been put into operation in the world, reaching 3.394 million tons, an increase of 38.1% over the same period last year. Global polysilicon production was approximately 1.957 million tons, representing a year-on-year increase of 21.7%.

2025-07-04 11:28:33

This week, component prices continued the downward channel.

2025-07-04 10:20:15

Attention, everyone, the price of components is still falling in the first half of the week, especially the two leaders.

2025-07-03 17:11:18

In the first half of the week, the price of photovoltaic modules continued to fall, and the two companies lowered their quotations twice in the past two weeks by about 0.01-0.05 yuan/W.

2025-07-02 16:09:47

Prompt announcement shows that on June 30, the cost information of ready-mixed concrete in Shenzhen was released in June. Taking C30 pumping concrete as an example, the price dropped again by 12.8 yuan per square meter this month. From January 2025 to now, the cost information has dropped by 41.7 yuan per square meter, a decrease of about 8.4%. The cost information of ready-mixed concrete in Shenzhen has been declining for 15 consecutive months, and it is understood that most enterprises in the industry are losing money.

2025-07-02 11:13:07

He pointed out that under the current complex and severe market situation, marketing personnel at all levels of the group should strengthen their confidence, give full play to their wisdom, strive to overcome various difficulties, and do a good job of high price, stable quantity and risk prevention.

2025-06-28 15:56:16

Cement and clinker prices in the Yangtze River Delta region have basically fallen back to the level before the rise at the beginning of the month, and some markets continue to decline by about 5-10 yuan/ton on this basis.

2025-06-27 17:17:33

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

Dear friends in the photovoltaic circle, the price of modules is a little unstable this week. According to our research, the price of photovoltaic modules has been lowered in a large area in the first half of the week.

2025-06-19 17:39:38

At the SNEC Photovoltaic Exhibition in 2025, the Digital New Energy DataBM. Com interviewed Chen Junyu, general manager of Huachuang Tiansheng (Wuhan) Technology Co., Ltd. Around the market situation, technical challenges and other topics, Chen Junyu shared how Huachuang Tiansheng made steady progress in the fierce competition in the photovoltaic industry.

2025-06-19 13:27:01

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 statistical data of import and export of cement clinker from January to August 2025 shows the import and export of cement and cement clinker. On the export side, products such as cement and cement clinker are covered; the same is true for imports. The quantity of cement clinker in export increased significantly year-on-year, reaching 837.76%, and the amount increased by 587.37% year-on-year; while the quantity of white Portland cement decreased significantly year-on-year, reaching -89.65%. In terms of import, the quantity of cement clinker increased by 256.62% and the amount increased by 248.83%; the quantity of Portland cement decreased by -82.14% and the amount decreased by 85.12%.