On February 10, the share price of Aolian Electronics hit a new high. As of the close of the day, Aolian Electronics rose 3.5%, closing at 42.6 yuan. Since December 12 last year, Aolian Electronics has risen nearly 200%, known as the first dark horse stock in 2023.
However, on February 10, Aolian Electronics received a letter of concern from Shenzhen Stock Exchange. The
cross-border stock price rose nearly 200% in two months and was sent a letter
of concern. For the perovskite field of photovoltaic industry, Aolian Electronics is a new entrant. On December 9,
2022, Aolian Electronics announced that it would cross the photovoltaic track and enter the field of perovskite batteries. Founded in 2001
, Aolian Electronics has been engaged in R & D, production and sales of automotive electronic and electrical components in the automotive manufacturing industry. It was listed on Shenzhen Stock Exchange in 2016.
In the cross-border announcement, Aolian Electronics said that it planned to set up a perovskite research Institute, and planned to put into operation 50 MW perovskite pilot line in 2023, 600 MW perovskite equipment and 120 MW perovskite battery component production line in 2024. We will strive to form the production capacity of 8g W perovskite equipment and 2G W perovskite battery components within five years, and achieve the leading level of perovskite battery research and development, equipment development and equipment manufacturing scale, and perovskite battery efficiency.
Since then, the share price of Aolian Electronics has continued to climb. On December 12, the closing price of Aolian Electronics on that day was 14.54 yuan. As of February 10, the closing price had reached 42.6 yuan, and even on February 9, it hit a record high of 45.24 yuan, with a cumulative increase of nearly 200%.
In the letter of concern from Shenzhen Stock Exchange on February 10, Aolian Electronics was asked to elaborate on the background of the company's intention to engage in perovskite solar cell R & D and manufacturing related fields, and whether it has synergy with the company's business, taking into account the company's main business operation, major customers, suppliers and the company's future development strategy. The Letter of
Concern requires Aolian Electronics to supplement the competitive landscape of the perovskite solar cell industry, capital and technical barriers to entry, the main competitors that the company will face when entering the aforementioned fields, and the main advantages and disadvantages of the company compared with them; and to explain in detail the ways, methods and feasibility of Aolian Solar Energy to engage in related business.
It is also required to combine the periodic changes of perovskite solar cell industry, market environment, market capacity, main market share distribution, and the core competitiveness of Aolian Solar Energy. The capacity design basis, rationality and sales realizability of the company's plan to achieve "50 MW perovskite pilot production line in 2023", "600 MW perovskite equipment and 120 MW perovskite battery module production line in 2024", "8GW perovskite equipment and 2G W perovskite battery module production capacity in 5 years" are described in detail. Whether the specific planning content and construction plan of the above production line, the estimated time of full production, the production capacity that has been completed and can be put into production up to now and its use have a significant impact on the company's performance. After the announcement of cross-border perovskite
in December, the stock price continued to climb and hit new highs. In addition, Jingshan Light Machine and other perovskite concept stocks have also performed well in the near future, which is enough to see how hot the concept of perovskite is!
Perovskite (CaTiO3) is a large class of compounds with similar crystal structure, which has the characteristics of lightness, flexibility and customization, and has the advantages of low cost, high photoelectric conversion efficiency and easy preparation.
As a new generation of solar cells, the working principle of perovskite cells is similar to that of traditional solar cells, but the extraordinary high conversion efficiency makes the industry full of expectations for its future development potential.
On January 17, the Ministry of Industry and Information Technology and other six departments issued the Guiding Opinions on Promoting the Development of Energy and Electronics Industry, which mentioned accelerating the breakthrough of intelligent photovoltaic innovation, developing high-purity silicon materials and large-size silicon wafer technology, supporting the production of high-efficiency and low-cost crystalline silicon batteries, and promoting the development of photovoltaic industry. Promote the R & D and application of advanced technologies such as N-type high-efficiency batteries, flexible thin film batteries, perovskite and tandem batteries, and enhance the capacity of large-scale production.
In fact, there are many new and old photovoltaic enterprises in the field of photovoltaic perovskite.
Baoxin Science and Technology announced on February 3 that the company cooperated with relevant parties to set up a joint venture company to carry out research and development of perovskite-heterojunction tandem battery technology, industrialization technology research and commercial solution promotion, and applied the corresponding technology to the company's heterojunction battery project.
Baoxin Technologies has said that the company's perovskite project will complete laboratory construction in mid-2023, and is expected to enter the pilot stage in 2024, and will complete the target of mass production of perovskite heterojunction battery stacks within five years.
On January 31, the "King of Cross-Border" Huangshi Group announced that its holding subsidiary, Huangshi Agricultural and Optical Complementary (Guangxi) Technology Co., Ltd., signed an agreement with Shenzhen Black Crystal Photoelectric Technology Co., Ltd. to establish a cooperative mechanism to jointly promote the R & D, production and product application of TOPCon/perovskite tandem battery technology. On December 8,
2022, the 150MW perovskite photovoltaic production line was officially put into operation, which is the largest perovskite photovoltaic production line in the world. On July 28,
2022, Fiber Nano Optoelectronics held the delivery ceremony of the first batch of perovskite alpha modules in Quzhou, Zhejiang Province, with the delivery quantity of 5000 pieces, which marked that the third generation of perovskite thin film solar cell technology has further realized the leap-forward development from laboratory to industrialization and to substantive commercialization.
In addition, Longji Green Energy, Tongwei Stock, Zhonglai Stock, Ningde Times and other leading photovoltaic new energy enterprises have begun to have substantial R & D and experimental investment layout in this field.
Jingke Energy, Dongfang Risheng and other integrated leading enterprises in the photovoltaic industry also expressed their concern and R & D reserves for perovskite technology, and Lida, Tuori Xinneng and Jingshan Light Machine began to lay out the industrialization capability of the technology. The new energy equipment manufacturer Jiejia Weichuang's perovskite line equipment has also entered the research and development stage. The perovskite field, which is favored by
policy, capital and leading enterprises and actively promoted by practice, has entered a new stage of prosperity and development. Some organizations
even say that 2023 will usher in the first year of commercial development of perovskite batteries, and 2024 may become the first year of mass production of perovskite batteries.
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