On November 27, Qu Xiaohua, chairman of Atlas, a leading photovoltaic module manufacturer, said bluntly at the Bloomberg New Energy Finance and Economics Summit in Shanghai that " the photovoltaic industry is now in the" strongest volume in history ", so we should not expect photovoltaic energy to have a particularly high profitability per watt next year. "
Qu Xiaohua's remarks directly hit the embarrassing situation of the current overcapacity of crystalline silicon photovoltaic, the price of the industrial chain continues to bottom out , and the profit margin of the industry is constantly compressed.".
In this industry context, the expansion of production and investment enthusiasm in the field of crystalline silicon photovoltaic has gradually cooled down, and many enterprises are considering or even have begun to withdraw. In contrast, the perovskite field, which is regarded as the star of the next generation of photovoltaic technology, has been very busy recently, as if it had come to dawn..
According to Digital New Energy DataBM.
On November 4, BYD said in an institutional survey that it was actively laying out perovskite battery technology.
On November 15, when Huasheng New Energy completed the C round of financing of 2 billion yuan, it said that it would continue to increase the research and development of heterojunction-perovskite tandem batteries.
On November 17, Ningde Times won a perovskite patent again.
November 18, Roushuo Photoelectric Perovskite 21," Hangzhou Kelin Electric Co., Ltd. (Hereinafter referred to as "Hangzhou Kelin") announced its investment in 2. As a result, Hangzhou Kelin officially crossed the border into the perovskite field. Beijing Oriental , the leader of
100 billion panels, also recently held the "Focus Forward, Dream Start-Perovskite Photovoltaic Project Launching Ceremony", announcing its entry into the field of photovoltaic perovskite. So far, after BYD and Great Wall Automobile, Perovskite has added another powerful factory.
…… The new darling of the
industry, the conversion efficiency has stepped up to a new level
. Since Japanese scientists produced the world's first 3 in 2009, the data has reached a "watershed" in the last month.
On November 2, the Journal Nature published the latest research results on perovskite from Hefei Institute of Material Science, Chinese Academy of Sciences. The highest efficiency of 26.1% was obtained for the prepared trans-perovskite cell, and the certified efficiency was 25. After 2500 hours of maximum power tracking, the cell still maintained reliable operation stability.
On November 3, according to the latest certification report of the National Renewable Energy Laboratory of the United States, the efficiency of the crystalline silicon-perovskite tandem cell independently developed by Longji Green Energy reached 33.
…… Among
them, the most exciting news for photovoltaic people is the news in recent days.
On November 24, with the authoritative certification of the Chinese Academy of Metrology, Xiexin Optoelectronics launched a 1 * 1.2m perovskite single-junction module with a photoelectric conversion efficiency of 18.
Electrode light energy broke the record of 18.04% photoelectric conversion efficiency of Xiexin Photoelectricity. And that photoelectric conversion efficiency of the perovskite is directly "roll up" to 18.
Although both listed companies and relevant responsible persons have expressed that periodic overcapacity is a normal phenomenon, there is no need to worry too much. But think carefully, today's crystalline silicon photovoltaic has reached 26. Approaching 29. There is no room to significantly improve efficiency, but also entered a highly homogeneous stage.
Therefore, many enterprises and investors have turned their attention to perovskite, which has led to the current upsurge of investment layout.".
According to CPIA and China Business Industry Research Institute, the new capacity of perovskite batteries is expected to reach 16 GW in 2026. It will reach 161 GW in 2030. It is estimated that the investment in single GW equipment of perovskite solar cells will drop to about 700 million yuan by 2026, and the market space of perovskite equipment will exceed 10 billion yuan by 2026. It is expected to exceed 90 billion yuan in 2030.
In terms of investment, according to the data of Qianhai Securities in East Asia, from 2021 to 2022, the investment in perovskite field has been close to 10 billion yuan . In just one month , Huasheng Xinneng, Jiuyao Optoelectronics and Xi'an Tianjiao have completed all stages of financing, with the amount of financing ranging from tens of millions to billions of yuan. The excitement is reminiscent of the crystalline silicon
Today's perovskite not only has the support of capital, market and policy, but also the conversion efficiency of 18% has come to the ladder of mass production, which also makes the industry and investors see the "dawn before dawn" of the outbreak of the perovskite industry. At this time, there may be a chance to get a "share".
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