Technological Leaps:
Efficiency and Stability Achieve Dual BreakthroughsAccording to news from National Business Daily, in the morning session of November 11, the photovoltaic sector opened higher and moved upward, with companies such as Sungrow Power Supply, GCL Integration, Canadian Solar, and Maxeon Solar Technologies seeing significant stock price increases. Driven by the market performance, the Photovoltaic 50 ETF rose by more than 1.7% as of 9:44, hitting a new high for the year.On the news front, in the evening of November 10, the Institute of Semiconductors of the Chinese Academy of Sciences announced that the research team led by Researcher You Jingbi had made important progress in the field of perovskite solar cells. They developed a perovskite solar cell prototype device with a photoelectric conversion efficiency of 27.2% and significantly improved its operational stability. Currently, the relevant research results have been published online in the journal Science, laying an important foundation for the industrialization of perovskite solar cells.This study found that when using a specific type of high-quality perovskite film, the battery could still maintain 86.3% of its initial efficiency after 1,529 hours of continuous operation; even after operating for 1,000 hours under 85°C photo-thermal coupling accelerated aging conditions, it still retained 82.8% of its initial efficiency.It is reported that since the beginning of this year, breakthrough achievements in the field of perovskite photovoltaic technology have emerged continuously. In October alone, the team led by Tan Hairen from Nanjing University and the team led by Chang Chao from the National Innovation Institute of Defense Technology jointly used terahertz technology to achieve accurate and non-destructive detection of the internal carrier transport behavior of all-perovskite tandem photovoltaic cells. The photoelectric conversion efficiency of the improved cells exceeded 30%; the Ulsan National Institute of Science and Technology (South Korea) used a new type of solid-state additive to extend the lifespan of perovskite solar cells to more than three times that of traditional liquid additives, while maintaining an ultra-high conversion efficiency of 26.2%.
Industrial Advancement:
Large-Scale Production & Supply Chain Localization ProgressSoochow Securities believes that perovskite has high efficiency potential and low cost.With the gradual implementation of GW-scale production lines in 2025 and the promotion of cost reduction and efficiency improvement, perovskite is expected to become the next-generation photovoltaic cell technology direction.At the same time, good news has been coming one after another regarding the industrial application of perovskite photovoltaics. GCL Photoelectric’s first 1150×2400mm ultra-large-sized perovskite commercial module was officially rolled off the production line in Kunshan, Jiangsu; Jinneng Technology achieved a breakthrough in the localization of TCO conductive film glass, increasing the localization rate to over 95%; “Xianna Optoelectronics” officially launched the world’s largest-sized perovskite photovoltaic commercial module, with an efficiency of 18.60%, reaching the industry-leading level; Shandong Energy Group and the Qingdao Institute of Energy Storage of the Chinese Academy of Sciences reached a cooperation, unveiling the establishment of the “National Key Laboratory of Solar Energy Photoelectric Conversion and Utilization – Technology Verification and Industrialization Demonstration Base”.In the mass production of these high-precision perovskite modules, flexible vibratory feeders play a key role in the material preparation stage—they enable gentle and precise conveying of perovskite precursor powders and micro-nano scale functional additives, avoiding material agglomeration or damage while ensuring uniform feeding, which provides solid support for improving module consistency and production line stability.
Market & Policy Synergy:
Unlocking Growth Prospects for Next-Gen PV TechnologyOn November 10, the National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) jointly issued the Guiding Opinions on Promoting the Consumption and Regulation of New Energy, which mentioned vigorously promoting the construction of advanced, safe, and efficient new energy storage systems; by 2030, it will meet the reasonable consumption demand of more than 200 million kilowatts of newly added new energy across the country each year, helping to achieve the carbon peaking goal. This will undoubtedly provide a guarantee for the expansion of installed capacity of new energy sources such as photovoltaics.Guosheng Securities pointed out that at present, the perovskite field shows a strong momentum of “simultaneous advancement of technological breakthroughs, industrial implementation, and supply chain localization”. It is expected that the perovskite production capacity will reach over 100 GW by 2030, the module market will be nearly 40 billion yuan, and related equipment will gradually benefit. The penetration rate of the downstream market will gradually increase; it is expected that the penetration rate in distributed scenarios will take the lead in rising to 5.6% by 2030, and the ground-based market will expand gradually.
