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东吴证券:钙钛矿有望成为下一代光伏电池技术方向

Dongwu Securities: Perovskite is expected to become the next generation of photovoltaic cell technology

Breakings ·  Feb 6, 2023 14:30
Driven by cost reduction and efficiency, perovskite is expected to become the next generation of photovoltaic cell technology. The focus is on: 1) Perovskite components: Longji Green Energy, Tianhe Solar Energy, Jingao Technology, Jingke Energy, Tongwei Co., Ltd., focusing on Dongfang Risheng, Hangxiao Steel Structure, Olympic Electronics, etc.; 2) Equipment: Focus on Jiejia Weichuang, Maiwei Co., Ltd., Jingshan Light Machinery, Daju Laser, Dier Laser, Delong Laser, JPT, Olathe, Dehu coating (not listed); 3) Packaging: Fuzhou Star and Haiyou New Materials, focus on Tianyang New Materials and Jizhi Technology; 4) TCO Glass: Focus on Jinjing Technology and Yaopi Glass. 5) Follow leading perovskite startups: Fianna Optoelectronics, GCL Optoelectronics, Renshuo Solar, Geode Solar, Yaoneng Technology, Black Crystal Optoelectronics, etc. (not listed).

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