Floody ore batteries have been "named" by the nine departments recognized many listed companies are actively deploying a new generation of photovoltaic batteries

Reporter Li Chunlian

Flushest batteries, which have received much attention in the capital market recently, have been recognized again by official "name".

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 Supporting Carbon Peak Carbon Significant Implementation Plan (2022-2030)" proposed that the research and development of high -efficiency silicon -based light battery, high -efficiency and stable perovantic ostestocyte minerals Battery and other technologies.

More than two months ago, the "Fourteenth Five -Year Plan" Renewable Energy Development Plan "also emphasized that it is necessary to grasp the new generation of high -efficiency and low -cost photovoltaic battery preparation and industrial production technology.

At the same time, new energy -headed enterprises have begun to increase their efforts to develop perovskite batteries, and continuously promote the industrialization of perovskite battery batteries.

"The commercialization of perovskite battery needs to break through the problem of stability." Lu Chaobe, the joint secretary -general of the SEMI China Photovoltaic Standard Committee, told the Securities Daily reporter that the attenuation of a large -scale perovskite module in the working state can reach the crystal silicon photovoltaic photovoltaic photovoltaic photovoltaic photovoltaic photovoltaic Stable status requires breakthroughs in related new materials and optimization of crystallization technology technology.

New Energy Head Enterprise

Active layout

Not only is the policy level encouraging technological research on ostestop osteotic batteries, many listed companies have also stated that they are increasing the layout and development of perovskite batteries.

A few days ago, Li Zhenguo, the president of Longji Green Energy Li Zhenguo, published an English academic journal "Engineering" in the Chinese Academy of Engineering, stating that in the next 10 years, crystal silicon batteries will still be the mainstream technology of the photovoltaic industry, but the battery efficiency higher than 28%should be achieved. It is still necessary to deeply understand the factors that affect the efficiency of battery photoelectric conversion and explore the ways that can effectively control these factors. If the life and large -scale efficiency efficiency loss of perovskite batteries can be effectively improved in the next few years, then the perovskite and crystal silicon overlapping batteries are expected to become the mainstream of the future high -efficiency battery.

In the semi -annual report of this year, Tongwei also mentioned that the company has fully launched research and development of cutting -edge technologies such as perovskite/silicon -layer battery.

On the investor interactive platform, many investors have asked the listed company's research progress on the perovskite battery.

Jingshan Light Machinery said that the company has the shipping equipment of the oscope ore, and is actively deploying and performing corresponding technical reserves.

When responding to investors, Zhonglai said that the company's perovs -lying layer battery is under development. At this stage, the focus is on the development of underlying batteries that match the perovskite battery.

Zeng Yuqun, the chairman of Ningde Times, said at the performance briefing held in May this year that the research of the company's perovskite optical photovoltaic batteries was progressing smoothly and was setting up a trial line.

It is worth mentioning that the main reason for the favors of the perovskite battery battery is the improvement of its efficiency.

Guotai Junan's research report believes that the perovskite battery has a very high photoelectric conversion efficiency upper limit and has the potential for large -scale commercial application. The single -layer theoretical efficiency of the new perovskite photovoltaic battery can reach 33%, and the conversion efficiency of the perovs -lyric layer battery can reach 43%. The industrial chain has shortened, and the manufacturing efficiency has been significantly improved.

"In the future, the biggest advantage of the perovskite battery is the low cost of cost and the efficiency of photoelectric conversion. It may be a photovoltaic power generation technology route with the lowest cost of power generation." 》 Reporter, at this stage, the permicotype battery technology is more capable of empowering the technology of crystal silicon batteries, and the HJT heterogeneous knotted battery that increases perovskite technology should be the best breakthrough path for technological integration, reaching 30%optoelectronics The possibility of conversion efficiency is still relatively high. This is simply that the battery that only relies on crystal silicon technology cannot be touched. To a large extent requires the empowerment and blessing of the perovskite technology.

New generation photovoltaic battery

Accelerate industrialization

As the battery technology continues to change, the new generation of photovoltaic battery technology has continued to emerge.

In the semi -annual report of Tongwei, Tongwei said that the photovoltaic industry has been updated and product upgrades are faster. In recent years, the technology of new -generation crystal silicon cells such as TOPCON, HJT, IBC has continued to make breakthroughs. A non -crystal silicon technology routes such as thin film and perovskite have also achieved relatively rapid development. The new generation of battery technology has higher requirements for the quality of silicon materials. The demand for material products will become more vigorous. If the company cannot continue to follow -up technology and respond to market changes, it may cause the company to weaken the risk of the company's competitiveness.

Under the active layout of listed companies, the industrialization prospects of perovskite batteries have become clearer.

It is understood that the largest size of the world's largest size perovskite component in the world with a size of GCL Optoelectronics has been offline, and the world's first 100MW mass production line has been completed in Kunshan to complete the plant and main hardware construction. It is planned to invest in 2022. Mass production.

GCL Optoelectronics said that the perception of perovsilicon modules will surpass the current mainstream crystal silicon component in terms of power generation and electricity costs. The next -generation photovoltaic batteries have reached the critical point of large -scale mass production and application.

On July 6, Hangzhou Steel Structure stated on the interactive platform that the subsidiaries' Lightning Power planned to start the first crystalline silicon film+perovskite layer battery test line at the end of 2022, and the target conversion efficiency was more than 28%.

On July 28, Xianna Optoelectronics held the first batch of α component delivery ceremony in Luzhou, Zhejiang. The number of shipments was 5,000 pieces for the industrial and commercial distributed perovskite power station in the province. From the perspective of the industrialization cycle of new technology, the perovskite battery has begun to move towards the production line.

The Lu Chao has further stated that during the process of technology iteration, it is still necessary to make efforts to improve photoelectric conversion efficiency and reduce manufacturing costs. Among them, it is necessary to optimize process innovation, equipment upgrades and photovoltaic power generation systems at all end of the industry chain."Although the investment cost and the potential of the conversion efficiency is low, its faster attenuation, short life, and difficulty in achieving large -sized problems need to be continuously resolved and improved to have a large -scale commercial promotion."Qi Haizhen said.

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