20230923-德邦证券-机械设备_量产效率再突破_钙钛矿商业化进程持续推进_2页_281kb

报告摘要

Solar Cell Technology Advancements in Perovskite Materials

Date and Analyst: The report is a mechanical industry commentary dated September 23, 2023, authored by analysts Yunf and Tangbw. It maintains a "Better Than the Major Market" rating and covers key developments in perovskite photovoltaic technology.

Investment Highlights

Rensh Lighting Achieves Efficiency Milestone: Rensh Lighting's large-scale perovskite solar cell components with dimensions 30cm40cm achieved a 19.42% third-party certified conversion efficiency. This aligns with its 150MW production line, compatible production processes, and plans to expand to 12m06m components by year-end. The company focuses on stability and real-world testing for commercial viability.
Xinyuan Photonics Wins Contract: Xinyuan Photonics secured a RMB 33,150,000 contract with Huadian for perovskite photovoltaic components, showcasing rapid progress with efficiency exceeding 16% and targeting 18% by year-end.
Perovskite Inclusion in National Directory: Perovskite materials were added to the "Frontier Materials Industrialized Development Guidance Catalogue," accelerating their commercialization. Recent efficiency record of 21.50% by Mile Network underscores technological maturity and potential to surpass silicon-based cells.
Relevant Stocks: Key companies include Jiangsu Jie Sheng Wei Cuang (TOPCon, HJT, IBC, perovskite equipment), Jing Shan Light Machine (perovskite equipment developer), and others like Aolai De, Delong Laser, Mana Stein, Di'er Laser, Haimesheng, Luoboteke, Baoneng Technology, and Miaowei Shares, each offering exposure to perovskite advancements or complementary technologies.
Risk Factors: Potential risks include economic slowdown, policy changes in the photovoltaic sector, and export restrictions impacting the growth trajectory.