Zhitong Financial APP learned that on January 30th, affected by the record news of perovskite laminated solar cells, the A-share perovskite battery plate was pulled up. As of the press release, Jingshan Light Machinery (000821.SZ) was up by the daily limit, while stocks such as Dier Laser (300776.SZ), Aikang Technology (002610.SZ), Baoxin Technology (002514.SZ), Touri Xinneng (002218.SZ) and 600586.SH Technology (600586.SH) rose.
Recently, certified by the third-party test of the China Institute of Metrology, the steady-state output efficiency of the small area perovskite / crystal silicon cascade battery independently developed by Beijing Yoneng Technology Co., Ltd. reached 32.44%, setting a new domestic conversion efficiency record again after three months. The company achieved a record perovskite stacking efficiency of 30.83% in October last year.
Institutional analysis pointed out that: last year, the popularity of perovskite / crystalline silicon laminated solar photovoltaic cell technology rose rapidly in the industry, perovskite gradually showed a huge commercial prospect with many advantages. At present, the world record of small area battery efficiency of this technology is 32.5% set by HZB of Germany, which increases the absolute value of efficiency by 5.69% compared with 26.81% of crystalline silicon, and is expected to reach 35% in recent years. It will have a very promising application prospect in industrial-grade large-area batteries in the future. In the past three years, head perovskite enterprises such as Xiexin Optoelectronics and Fina Optoelectronics have realized the trial production of 100 megawatt perovskite batteries, and the leading enterprises in the crystal and silicon industry and cross-border giants have also laid out one after another. From a commercial point of view, a number of perovskite enterprises have issued gigawatt-level plans, much higher than expected.
According to securities statistics, the production capacity of perovskite components is expected to be 0.87GW and 24GW respectively in 2022 and 2026, and it is expected to exceed the production capacity of 1GW perovskite components in 2023. Technology iteration has brought opportunities for the development of equipment companies, a number of early layout of perovskite mainstream equipment manufacturers have shipped equipment this year, applied to the perovskite battery production line, the industrial end layout is emerging.