钙钛矿电池获九部门“点名”认可 多家上市公司正积极布局新一代光伏电池
Perovskite batteries have been "named" by nine departments. Many listed companies are actively deploying a new generation of photovoltaic cells.
近期在资本市场颇受关注的钙钛矿电池再次获官方“点名”认可。
Perovskite batteries, which have recently attracted much attention in the capital market, have once again been officially "named.
科技部网站8月18日消息称，近日，科技部等九部门印发《科技支撑碳达峰碳中和实施方案(2022—2030年)》提出，研发高效硅基光伏电池、高效稳定钙钛矿电池等技术。
The Ministry of Science and Technology website reported on August 18 that recently, the Ministry of Science and Technology and other nine departments issued the "Science and Technology Support Carbon Peak Carbon Neutralization Implementation Plan (2022-2030)" proposed to develop high-efficiency silicon-based photovoltaic cells, high-efficiency and stable perovskite batteries and other technologies.
两个多月前，《“十四五”可再生能源发展规划》也强调，要掌握钙钛矿等新一代高效低成本光伏电池制备及产业化生产技术。
More than two months ago, the "14th Five-Year Plan for Renewable Energy Development" also emphasized the need to master a new generation of high-efficiency and low-cost photovoltaic cell preparation and industrial production technologies such as perovskite.
与此同时，新能源头部企业开始加大力度研发钙钛矿电池，不断推进钙钛矿电池产业化。
At the same time, new energy head enterprises began to increase efforts to develop perovskite batteries, and continuously promote the industrialization of perovskite batteries.
“钙钛矿电池商业化需要突破稳定性问题。”SEMI中国光伏标准委员会联合秘书长吕锦标向《证券日报》记者表示，大面积钙钛矿组件在工作状态下的衰减能达到晶硅光伏的稳定状态，需要有相关新材料的突破和结晶技术工艺优化。
"The commercialization of perovskite batteries needs to break through the stability problem." Lu Jinbiao, joint secretary general of SEMI China Photovoltaic Standards Committee, told the Securities Daily reporter that the attenuation of large-area perovskite modules in the working state can reach the stable state of crystalline silicon photovoltaics, and it is necessary to have breakthroughs in related new materials and crystallization technology process optimization.
新能源头部企业正在积极布局
New energy head enterprises are actively laying out
不仅仅是政策层面在鼓励钙钛矿电池的技术研究，多家上市公司也纷纷表态，正在加大钙钛矿电池的布局和开发。
Not only is the policy level encouraging the technical research of perovskite batteries, many listed companies have also stated that they are increasing the layout and development of perovskite batteries.
日前，隆基绿能总裁李振国在中国工程院创办的英文学术期刊《Engineering》上刊文称，未来10年，晶硅电池仍会是光伏行业的主流技术，但要实现高于28%的电池效率，仍需深入理解影响电池光电转换效率的因素，并探索可有效控制这些因素的途径。如果在未来几年里钙钛矿电池的寿命和大面积效率损失问题能够得到有效改善，那么钙钛矿、晶硅叠层电池有望成为未来的高效率电池主流。
A few days ago, Li Zhenguo, president of LONGi Green Energy, published an article in the English academic journal "Engineering" founded by the Chinese Academy of Engineering that in the next 10 years, crystalline silicon cells will still be the mainstream technology in the photovoltaic industry, but to achieve a cell efficiency of more than 28%, it is still necessary to deeply understand the factors affecting the efficiency of battery photoelectric conversion, and explore ways to effectively control these factors. If the life of perovskite batteries and large-area efficiency loss can be effectively improved in the next few years, then perovskite and crystalline silicon stacked batteries are expected to become the mainstream of high-efficiency batteries in the future.
通威股份在今年半年报中也提到，公司已全面展开了对钙钛矿/硅叠层电池等前沿技术的研究与开发。
Tongwei shares also mentioned in this year's semi-annual report that the company has fully launched research and development of cutting-edge technologies such as perovskite/silicon stacked batteries.
在投资者互动平台，有不少投资者询问上市公司关于钙钛矿电池的研究进度。
On the investor interaction platform, many investors asked listed companies about the progress of research on perovskite batteries.
京山轻机表示，公司已有钙钛矿电池设备出货，正在积极布局和进行相应的技术储备。
Jingshan Light Machinery said that the company has shipped perovskite battery equipment and is actively laying out and carrying out corresponding technical reserves.
中来股份在回复投资者时表示，公司的钙钛矿叠层电池正在研发中，现阶段重点在进行与钙钛矿电池相匹配的底层电池的研发。
In reply to investors, Jolywood said that the company's perovskite stack battery is under development, and the focus is on the research and development of the underlying battery that matches the perovskite battery at this stage.
宁德时代董事长曾毓群在今年5月份召开的业绩说明会上表示，公司钙钛矿光伏电池研究进展顺利，正在搭建中试线。
Zeng Yuqun, chairman of Ningde Times, said at the performance presentation meeting held in May this year that the company's perovskite photovoltaic cell research is progressing smoothly and a pilot line is being built.
值得一提的是，钙钛矿电池获得上市公司青睐的主要原因在于其效率的提升。
It is worth mentioning that the main reason why perovskite batteries are favored by listed companies is their efficiency.
国泰君安研究报告认为，钙钛矿电池具有极高的光电转换效率上限，具备大规模商业化应用潜力。新式钙钛光伏电池的单层理论效率可达33%，钙钛矿叠层电池转换效率可达43%。产业链大幅缩短，制造效率显著提升。
The Guotai Junan research report believes that perovskite batteries have a very high upper limit of photoelectric conversion efficiency and have the potential for large-scale commercial applications. The single-layer theoretical efficiency of the new perovskite photovoltaic cells can reach 33%, and the conversion efficiency of perovskite stacked batteries can reach 43%. The industrial chain has been greatly shortened, and the manufacturing efficiency has been significantly improved.
“未来的钙钛矿电池最大的优势就是成本低、光电转换效率的空间大，有可能是发电成本最低的一种光伏发电技术路线。”北京特亿阳光新能源总裁祁海珅告诉《证券日报》记者，现阶段，钙钛矿电池技术更多的是给晶硅电池技术赋能，增加钙钛矿技术的HJT异质结叠层电池应该是技术融合的最佳突破路径，达到30%光电转换效率的可能性还是比较大的，这是单纯的仅依靠晶硅技术的电池无法触及的，很大程度上需要钙钛矿技术的赋能和加持下的合力作用。
"The biggest advantage of the future perovskite battery is its low cost and large space for photoelectric conversion efficiency. It may be a photovoltaic power generation technology route with the lowest power generation cost." Qi Haiyan, president of Beijing Teyi Sunshine New Energy, told the Securities Daily reporter that at this stage, perovskite battery technology is more to empower crystalline silicon cell technology, and the HJT heterojunction stacked battery that increases perovskite technology should be the best breakthrough path for technology integration, and the possibility of reaching 30% photoelectric conversion efficiency is still relatively large, which is simply untouchable by cells relying solely on crystalline silicon technology, and to a large extent, it needs the empowerment and blessing of perovskite technology.
新一代光伏电池产业化加速
Industrialization Acceleration of New Generation Photovoltaic Cells
随着电池技术持续变革，新一代光伏电池技术新路线不断涌现。
With the continuous change of battery technology, new lines of new generation photovoltaic cell technology are emerging.
通威股份在半年报中表示，光伏行业技术更新、产品升级较快。近年来，TOPCon、HJT、IBC等新一代晶硅电池技术不断取得突破，薄膜、钙钛矿等非晶硅技术路线也实现较快发展，新一代电池技术对硅料质量要求更高，预期N型料产品需求将愈加旺盛。如公司无法持续跟进前沿技术，应对市场变化，可能造成公司竞争力减弱的风险。
Tongwei shares said in the semi-annual report that the photovoltaic industry technology updates and product upgrades are faster. In recent years, TOPCon, HJT, IBC and other new generation of crystalline silicon cell technology continues to make breakthroughs, thin film, perovskite and other amorphous silicon technology routes have also achieved rapid development, the new generation of battery technology has higher requirements for silicon quality, it is expected that the demand for N-type material products will become more and more vigorous. If the company is unable to continuously follow up on cutting-edge technologies and respond to market changes, it may pose a risk that the company's competitiveness will weaken.
在上市公司的积极布局下，钙钛矿电池的产业化前景也越来越清晰。
Under the active layout of listed companies, the industrialization prospects of perovskite batteries are becoming clearer and clearer.
据了解，目前协鑫光电生产的尺寸为1m×2m的全球最大尺寸钙钛矿组件已经下线，投建的全球首条100MW量产线已在昆山完成厂房和主要硬件建设，计划2022年投入量产。
It is understood that at present, the world's largest perovskite components with a size of 1m×2m produced by GCL Optoelectronics have been off the production line, and the world's first 100MW mass production line has completed plant and main hardware construction in Kunshan, and is scheduled to be put into mass production in 2022.
协鑫光电表示，钙钛矿组件在发电量和度电成本上即将超过当前主流的晶硅组件，下一代光伏电池已达到大规模量产和应用的临界点。
GCL Optoelectronics said that perovskite modules will soon exceed the current mainstream crystalline silicon modules in terms of power generation and kwh cost, and the next generation of photovoltaic cells has reached the critical point of large-scale mass production and application.
7月6日，杭萧钢构在互动平台上称，子公司合特光电计划2022年底投产首条晶硅薄膜+钙钛矿叠层电池中试线，目标转化效率为28%以上。
On July 6, Hangxiao Steel Structure said on the interactive platform that its subsidiary Hete Optoelectronics plans to put into production the first crystalline silicon thin film + perovskite laminated battery pilot line by the end of 2022, with a target conversion efficiency of more than 28%.
7月28日，纤纳光电在浙江衢州举行了首批α组件的发货仪式，此次发货数量为5000片，用于省内工商业分布式钙钛矿电站。从新技术产业化周期来看，钙钛矿电池已开始走向生产线。
On July 28, FiberNa Optoelectronics held the delivery ceremony of the first batch of α components in Quzhou, Zhejiang Province, and the number of shipments was 5,000 pieces, which was used for the industrial and commercial distributed perovskite power station in the province. From the perspective of the industrialization cycle of new technologies, perovskite batteries have begun to move towards production lines.
吕锦标进一步表示，技术迭代过程中还是要在提高光电转换效率和降低制造成本方面发力，这其中需要在全产业链各端的工艺创新、装备升级和光伏发电系统配套优化。
Lu Jinbiao further said that in the process of technology iteration, efforts should be made to improve photoelectric conversion efficiency and reduce manufacturing costs, which requires process innovation, equipment upgrading and supporting optimization of photovoltaic power generation systems at all ends of the whole industry chain.
“钙钛矿电池虽然投资成本低、转换效率潜力也高，但是其衰减快、寿命短、难以实现大尺寸等一系列问题都需要不断的解决和提升，才能具有大范围商业化推广的条件。”祁海珅表示。
"Although perovskite batteries have low investment costs and high conversion efficiency potential, a series of problems such as fast attenuation, short life, and difficulty in achieving large sizes need to be continuously solved and improved in order to have the conditions for large-scale commercial promotion." Qi Haishen said.
