Today, January 2023 market closed, the market rose 5.39% for the whole month, the strongest start since 2010, photovoltaic and other track stocks rebounded, perovskite battery direction led the rise, Olympic Federation Electronics (300585.SZ) rose more than 15%, Jingshan Light Machinery (000821.SZ) rose by the limit.
Zhitong Financial APP learned that recently, certified by the third-party test of the China Institute of Metrology, the steady-state output efficiency of the small area perovskite / silicon end-to-end laminated battery independently developed by Beijing Yoneng Technology Co., Ltd. reached 32.44%, setting a new domestic conversion efficiency record again after three months.
By comparison, JinkoSolar Holding Co Ltd 182TOPCon battery conversion efficiency is only 26.4%; Longji green energy P-type HJT battery and indium-free HJT battery currently have the highest conversion efficiency of 26.56% and 26.09%, respectively.
Galaxy Securities said that for various technical routes of photovoltaic cells, the level of conversion efficiency determines its future development potential. As the next generation technology with commercial application prospect, perovskite battery will attract attention in the photovoltaic revolution because of its advantages such as high conversion rate, low cost, good weak light, adjustable band gap and rich application scene.
In terms of high efficiency, the theoretical conversion efficiency of single junction perovskite battery can reach more than 31%, which is 29.4% higher than the limit efficiency of crystalline silicon battery. The theoretical efficiency of perovskite and HJT cascade battery is 43%, and the theoretical efficiency of three-layer perovskite cascade battery is more than 50%. At present, the highest laboratory certification efficiency of single junction perovskite battery is 25.7%, and the highest laboratory certification efficiency of perovskite / silicon laminated battery is 32.5%.
In terms of low cost, perovskite battery compared with crystalline silicon industry chain is greatly simplified, single link value is highly concentrated, raw material purity requirements are low and easy to obtain, and low temperature solution preparation can greatly reduce energy consumption. According to Xiexin optoelectronic calculation, the cost of perovskite monolithic module is about 0.5-0.6 yuan, which is 50% of the limit cost of crystalline silicon.
It is understood that crystalline silicon cell, as the first generation of solar energy technology, has become the mainstream technology after decades of development, accounting for nearly 95%, but its R & D efficiency (26.81%) is relatively close to the theoretical limit (29.4%), and the room for future progress is relatively limited. Under this background, the theoretical advantage of perovskite battery is outstanding and has attracted wide attention.
At present, the research and development efficiency of perovskite battery is improving rapidly and is close to that of crystalline silicon battery. in recent years, more than 100 megawatt production lines have been put into production, and its industrialization attempt is obviously accelerated.
In 2022, Xinna Optoelectronics, Xiexin Optoelectronics, Pole Optoelectronics and other small-scale production lines have been put into production. To sort out this year's production expansion plan, or still focus on the small-scale test line or pilot test line, represented by Xiexin Optoelectronics, Xie Na Optoelectronics, Olympian Electronics, etc., the production expansion plan is clear. The total production expansion of perovskite batteries may be close to 1GW in 2022, while perovskite batteries may be expected to expand above 1GW in 2023.
According to China International Capital Corporation, the pilot production scale of the perovskite solar cell industry may reach 1000-1200MW in 2023, nearly twice as much as the 350MW in 2022.
Analysts believe that although the perovskite battery is in the early stage of industrialization, the R & D end continues to break through, and the efficiency advantage of the laminated battery is becoming more and more obvious. In the future, with the technological progress, the production cost of perovskite components is expected to be greatly reduced, the competitiveness will be significantly improved, the market share will also continue to increase, perovskite equipment and component enterprises are expected to continue to benefit.
Looking forward to 2023, CITIC pointed out that with the continuous improvement of the efficiency of perovskite battery laboratories, test lines and mass production lines, and the stability of perovskite components has been certified by authorities, the industry has ushered in opportunities for accelerated development. At the same time, the leading players in the perovskite industry are expected to launch a tender for GW-level perovskite equipment in 2023, which will form a strong catalysis for the equipment industry. Technical innovation, equipment first, focusing on the recommendation of perovskite equipment suppliers.
Perovskite equipment mainly includes coating equipment, laser equipment, laminating equipment, etc., in which coating equipment has a high competition barrier, how to achieve uniform coating in a large area is a difficult technical key point. It is suggested to pay attention to the coating equipment suppliers Jingshan Light Machinery, Jiejia Weichuang, Maizheng shares, Olade, Olympic Union Electronics and so on.
Compared with the choice of different coating schemes, the application of laser equipment has a high degree of certainty. It is recommended to cooperate closely with downstream manufacturers of laser equipment suppliers such as Dajia Laser, Delon Laser, Jepter, Maiwei shares, Dier Laser, etc.
Packaging equipment suppliers recommend Jingshan Light Machinery.