1407 lines
74 KiB
HTML
1407 lines
74 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>钙钛矿电池概念分析</title>
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet">
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<style>
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:root {
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--primary-color: #3b82f6;
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--secondary-color: #8b5cf6;
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--accent-color: #10b981;
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}
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body {
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font-family: 'Microsoft YaHei', sans-serif;
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background-color: #f8fafc;
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color: #334155;
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}
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.hero-section {
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background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
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color: white;
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padding: 4rem 0;
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position: relative;
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overflow: hidden;
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}
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.hero-section::before {
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background-size: cover;
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}
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.section-title {
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position: relative;
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padding-bottom: 1rem;
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margin-bottom: 2rem;
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font-weight: 700;
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}
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.section-title::after {
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background: var(--primary-color);
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border-radius: 2px;
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.timeline {
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position: relative;
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.timeline::before {
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.timeline-item {
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position: relative;
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margin-bottom: 2rem;
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.timeline-item::before {
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background: var(--primary-color);
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border-radius: 50%;
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transform: translateX(-50%);
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.timeline-content {
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position: relative;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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.stat-card {
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background: white;
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.stat-card:hover {
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.stat-number {
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font-size: 2.5rem;
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font-weight: 700;
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.stock-table {
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.stock-table th {
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.stock-table td {
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vertical-align: middle;
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.stock-category {
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font-weight: 600;
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color: var(--secondary-color);
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@media (max-width: 768px) {
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.timeline::before {
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left: 20px;
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.timeline-item::before {
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left: 20px;
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.timeline-content {
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width: calc(100% - 60px);
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margin-left: 40px !important;
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}
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.hero-section {
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padding: 2rem 0;
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}
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.stat-number {
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font-size: 2rem;
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}
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}
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.nav-pills .nav-link {
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color: var(--primary-color);
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border-radius: 50px;
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margin-right: 0.5rem;
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margin-bottom: 0.5rem;
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}
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.nav-pills .nav-link.active {
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background-color: var(--primary-color);
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.highlight-box {
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background: linear-gradient(135deg, #f0f9ff, #e0f2fe);
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border-left: 4px solid var(--primary-color);
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padding: 1.5rem;
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border-radius: 8px;
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margin-bottom: 2rem;
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}
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</style>
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</head>
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<body>
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<!-- 导航栏 -->
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<nav class="navbar navbar-expand-lg navbar-light bg-white shadow-sm sticky-top">
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<div class="container">
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<a class="navbar-brand fw-bold" href="#">
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<i class="bi bi-lightning-charge-fill text-primary"></i> 钙钛矿电池概念分析
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</a>
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<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav">
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<span class="navbar-toggler-icon"></span>
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</button>
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<div class="collapse navbar-collapse" id="navbarNav">
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<ul class="navbar-nav ms-auto">
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<li class="nav-item">
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<a class="nav-link" href="#concept">概念介绍</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#summary">核心观点</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#logic">核心逻辑</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#catalyst">催化剂</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#industry">产业链</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#risk">风险挑战</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#conclusion">投资启示</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#stocks">股票数据</a>
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</li>
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</ul>
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</div>
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</div>
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</nav>
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<!-- 英雄区域 -->
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<section class="hero-section">
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<div class="container position-relative">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-4 fw-bold mb-4">钙钛矿电池：第三代光伏技术的代表</h1>
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<p class="lead mb-4">从实验室研究到产业化突破，钙钛矿电池正迎来从0到1的关键转变</p>
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<div class="d-flex flex-wrap gap-2">
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<span class="badge bg-white text-primary">理论效率 >33%</span>
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<span class="badge bg-white text-primary">成本优势明显</span>
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<span class="badge bg-white text-primary">GW级产线投产</span>
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<span class="badge bg-white text-primary">BIPV应用广泛</span>
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</div>
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</div>
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<div class="col-lg-4 text-center">
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<div class="stat-card bg-white bg-opacity-10 text-white">
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<div class="stat-number">27.3%</div>
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<div class="text-white">实验室最高效率</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- 概念介绍和时间轴 -->
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<section id="concept" class="py-5">
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<div class="container">
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<h2 class="section-title">概念发展时间轴</h2>
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<ul class="nav nav-pills mb-4" id="timelineTabs" role="tablist">
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<li class="nav-item" role="presentation">
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<button class="nav-link active" id="2023-tab" data-bs-toggle="pill" data-bs-target="#2023" type="button">2023年：产业化起步期</button>
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</li>
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<li class="nav-item" role="presentation">
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<button class="nav-link" id="2024-tab" data-bs-toggle="pill" data-bs-target="#2024" type="button">2024年：产业化加速期</button>
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</li>
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<li class="nav-item" role="presentation">
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<button class="nav-link" id="2025-tab" data-bs-toggle="pill" data-bs-target="#2025" type="button">2025年：产业化突破期</button>
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</li>
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</ul>
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<div class="tab-content" id="timelineTabsContent">
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<div class="tab-pane fade show active" id="2023" role="tabpanel">
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2023年初</h5>
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<p>多家企业开始建设百兆瓦级产线，杭萧钢构计划2023年5月前实现28%以上的转化效率</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2023年4月</h5>
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<p>吉电光能宣布钙钛矿产业基地项目开工，标志着全球首条1GW钙钛矿光伏生产线启动</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2023年Q3</h5>
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<p>仁烁光能完成150兆瓦产线建设</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2023年底</h5>
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<p>大正微纳完成设备调试，准备2024年出货</p>
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</div>
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</div>
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</div>
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</div>
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<div class="tab-pane fade" id="2024" role="tabpanel">
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2024年3月</h5>
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<p>行业内百兆瓦级产线近25条，GW级产线近10条（含规划）</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2024年11月</h5>
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<p>国内最大钙钛矿商用地面光伏项目宣布建设</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2024年底</h5>
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<p>多家企业百兆瓦级产线实现稳定运行，如纤纳光电百兆瓦级产线开工率和达产率超80%</p>
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</div>
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</div>
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</div>
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</div>
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<div class="tab-pane fade" id="2025" role="tabpanel">
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2025年2月</h5>
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<p>极电光能全球首条GW级钙钛矿光伏组件生产线正式投产，创下全球最大面积（2.8平米）组件效率16.1%的纪录</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2025年4月</h5>
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<p>天合光能与牛津光伏达成独家专利许可协议；隆基绿能晶硅-钙钛矿叠层电池转换效率达34.85%</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2025年6月</h5>
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<p>苏州大学团队在单结钙钛矿太阳能电池领域取得重大突破，0.1平方厘米和1平方厘米单结钙钛矿电池认证稳态效率分别达27.3%和26.9%，双双刷新世界纪录</p>
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</div>
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||
</div>
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<div class="timeline-item">
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<div class="timeline-content">
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<h5>2025年9月</h5>
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<p>国际光伏科研团队在钙钛矿-硅叠层太阳能电池产业化进程中取得重要进展，电池光电转换效率提升至33.1%</p>
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||
</div>
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||
</div>
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||
</div>
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||
</div>
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||
</div>
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</div>
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</section>
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<!-- 核心观点摘要 -->
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<section id="summary" class="py-5 bg-light">
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<div class="container">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="highlight-box">
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||
<p class="mb-0">钙钛矿电池正处于从实验室研发向产业化过渡的关键阶段，技术效率不断突破，GW级产线开始建设，预计2025年将实现从0到1的产业化突破。其核心驱动力在于高效率潜力（理论效率可达33%以上，叠层技术可达40%以上）、低成本优势（GW规模生产线低至0.5-0.6元/W）以及多样化的应用场景（BIPV、柔性光伏等），未来有望成为光伏产业的重要技术路线。</p>
|
||
</div>
|
||
|
||
<div class="row g-4">
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-body">
|
||
<div class="d-flex align-items-center mb-3">
|
||
<i class="bi bi-lightning-charge-fill text-primary fs-2 me-3"></i>
|
||
<h5 class="card-title mb-0">技术效率</h5>
|
||
</div>
|
||
<p class="card-text">实验室效率已达27.3%，理论效率超33%，远超晶硅电池理论极限（约26.81%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-body">
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||
<div class="d-flex align-items-center mb-3">
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||
<i class="bi bi-cash-coin text-success fs-2 me-3"></i>
|
||
<h5 class="card-title mb-0">成本优势</h5>
|
||
</div>
|
||
<p class="card-text">材料用量极少（两平方米仅需1克），GW级产线投资约5亿元，量产成本预计0.5-0.6元/W</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
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<div class="card-body">
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||
<div class="d-flex align-items-center mb-3">
|
||
<i class="bi bi-building text-info fs-2 me-3"></i>
|
||
<h5 class="card-title mb-0">应用场景</h5>
|
||
</div>
|
||
<p class="card-text">BIPV（占比80%以上）、柔性光伏、地面电站等多种应用场景，市场空间广阔</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<section id="logic" class="py-5">
|
||
<div class="container">
|
||
<h2 class="section-title">核心逻辑与市场认知分析</h2>
|
||
|
||
<ul class="nav nav-pills mb-4" id="logicTabs" role="tablist">
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link active" id="drivers-tab" data-bs-toggle="pill" data-bs-target="#drivers" type="button">核心驱动力</button>
|
||
</li>
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link" id="sentiment-tab" data-bs-toggle="pill" data-bs-target="#sentiment" type="button">市场热度</button>
|
||
</li>
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link" id="expectation-tab" data-bs-toggle="pill" data-bs-target="#expectation" type="button">预期差分析</button>
|
||
</li>
|
||
</ul>
|
||
|
||
<div class="tab-content" id="logicTabsContent">
|
||
<div class="tab-pane fade show active" id="drivers" role="tabpanel">
|
||
<div class="row g-4">
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">技术突破与效率提升</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>实验室效率从2009年3.8%提升至27.3%（苏州大学，2025年6月）</li>
|
||
<li>理论效率可达33%以上，远超晶硅电池理论极限（约26.81%）</li>
|
||
<li>叠层技术效率更高，2025年9月达33.1%，理论效率可达40%以上</li>
|
||
<li>弱光条件下表现更优，实际电站效率可达约100%</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">成本优势</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>材料用量极少：两平方米组件仅需1克材料（晶硅需1.7公斤硅料）</li>
|
||
<li>生产线投资低：GW级产线投资约5亿元（晶硅约10亿元）</li>
|
||
<li>量产成本预计0.5-0.6元/瓦（晶硅约1元/瓦）</li>
|
||
<li>工艺简单：制备流程45分钟内，低温工艺（<200℃）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">应用场景拓展</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>建筑光伏一体化（BIPV）：色彩多样化，占出货量80%以上</li>
|
||
<li>柔性光伏：可制成柔性组件，应用于3C电子、物联网等</li>
|
||
<li>地面电站：随着效率提升和成本下降，有望进入大规模市场</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">环保优势</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>温室气体排放因子：10.7克CO₂/kWh（低于晶硅50%）</li>
|
||
<li>能量回收时间：0.35年（是晶硅电池的23.23%）</li>
|
||
<li>符合碳中和和可持续发展趋势</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="tab-pane fade" id="sentiment" role="tabpanel">
|
||
<div class="row g-4">
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">新闻热度</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<p>2023-2025年间，关于钙钛矿电池效率突破、产业化进展的新闻频繁出现，表明市场关注度持续上升。</p>
|
||
<p>特别是2025年上半年，多家研究机构连续发布效率突破新闻，显示技术研发进入活跃期。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">研报密集度</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<p>多家券商（如天风证券、中金公司等）发布钙钛矿电池相关研究报告，关注产业化进程和投资机会。</p>
|
||
<p>研报普遍看好钙钛矿电池的长期发展前景，认为其是下一代光伏技术的重要方向。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">市场情绪</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<p>整体情绪偏乐观，特别是对2025年GW级产线投产的预期较高。</p>
|
||
<p>同时存在一定谨慎态度，主要关注稳定性、大面积制备等技术挑战，以及商业化进程的不确定性。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="tab-pane fade" id="expectation" role="tabpanel">
|
||
<div class="row g-4">
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">效率预期差</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<p><strong>预期：</strong>新闻和研报中经常提到实验室效率突破（如27.3%、26.9%等）</p>
|
||
<p><strong>现实：</strong>大面积组件的实际效率仍有差距（如1米×2米组件效率约14-18%）</p>
|
||
<p><strong>分析：</strong>从实验室小面积电池到大规模商业化组件，效率会有明显下降，这一差距可能被市场低估</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">产业化进程预期差</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<p><strong>预期：</strong>研报和新闻对GW级产线的投产时间较为乐观（如预测2025年大规模投产）</p>
|
||
<p><strong>现实：</strong>设备调试、工艺优化仍面临挑战，实际投产时间可能晚于预期</p>
|
||
<p><strong>分析：</strong>协鑫光电500MW产线仍在设备调试中，产业化进程存在延迟风险</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">成本预期差</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<p><strong>预期：</strong>研报中提到的理论成本（0.5-0.6元/W）</p>
|
||
<p><strong>现实：</strong>当前实际成本约1元/W以上</p>
|
||
<p><strong>分析：</strong>要达到理论成本水平需要GW级以上规模和工艺成熟度，这可能需要更长时间</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">应用场景预期差</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<p><strong>预期：</strong>研报和新闻对钙钛矿电池在地面电站等大规模应用的前景描述较为乐观</p>
|
||
<p><strong>现实：</strong>短期内主要应用场景仍是BIPV和分布式光伏</p>
|
||
<p><strong>分析：</strong>车载光伏等应用场景仍处于早期阶段，存在多种技术痛点，验证周期长</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<section id="catalyst" class="py-5 bg-light">
|
||
<div class="container">
|
||
<h2 class="section-title">关键催化剂与未来发展路径</h2>
|
||
|
||
<div class="row g-4 mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">近期催化剂（未来3-6个月）</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row g-3">
|
||
<div class="col-md-6">
|
||
<div class="d-flex">
|
||
<i class="bi bi-factory text-primary fs-4 me-3"></i>
|
||
<div>
|
||
<h6>GW级产线投产进展</h6>
|
||
<p class="mb-0">极电光能全球首条GW级产线已投产，未来3-6个月运行数据将成为市场关注焦点</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="d-flex">
|
||
<i class="bi bi-graph-up-arrow text-success fs-4 me-3"></i>
|
||
<div>
|
||
<h6>效率突破</h6>
|
||
<p class="mb-0">根据历史趋势，钙钛矿电池效率记录可能继续被刷新，特别是在叠层技术领域</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="d-flex">
|
||
<i class="bi bi-building-check text-info fs-4 me-3"></i>
|
||
<div>
|
||
<h6>商业化项目落地</h6>
|
||
<p class="mb-0">国内最大钙钛矿商用地面光伏项目建设进展将成为重要催化剂</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="d-flex">
|
||
<i class="bi bi-handshake text-warning fs-4 me-3"></i>
|
||
<div>
|
||
<h6>企业合作与并购</h6>
|
||
<p class="mb-0">天合光能与牛津光伏的合作模式可能被更多企业效仿，引发行业整合潮</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h4 class="mb-4">长期发展路径</h4>
|
||
<div class="row g-4">
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-primary text-white">
|
||
<h5 class="mb-0">近期（2025-2027年）</h5>
|
||
<small>产业化初期</small>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>里程碑：GW级产线稳定运行，大面积组件效率达20%以上</li>
|
||
<li>成本：降至0.8元/W以下</li>
|
||
<li>主要应用：BIPV、分布式光伏、柔性光伏</li>
|
||
<li>技术重点：提升大面积组件效率、解决稳定性问题</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-success text-white">
|
||
<h5 class="mb-0">中期（2027-2030年）</h5>
|
||
<small>规模化发展阶段</small>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>里程碑：10GW级产能建设，组件效率达22-25%</li>
|
||
<li>成本：降至0.6元/W以下</li>
|
||
<li>应用拓展：进入地面电站市场，占比逐步提升</li>
|
||
<li>技术重点：叠层技术产业化、寿命提升至25年</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-info text-white">
|
||
<h5 class="mb-0">远期（2030年以后）</h5>
|
||
<small>成熟发展阶段</small>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>里程碑：成为光伏主流技术之一，市场份额显著提升</li>
|
||
<li>产业格局：形成完整产业链，龙头企业确立</li>
|
||
<li>技术方向：多结叠层技术、新型应用场景开发</li>
|
||
<li>效率目标：全钙钛矿叠层效率突破35%</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 产业链与核心公司分析 -->
|
||
<section id="industry" class="py-5">
|
||
<div class="container">
|
||
<h2 class="section-title">产业链与核心公司分析</h2>
|
||
|
||
<div class="row g-4 mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">产业链图谱</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-4">
|
||
<h6 class="text-primary">上游：材料与设备</h6>
|
||
<ul>
|
||
<li><strong>材料：</strong>TCO玻璃（金晶科技、耀皮玻璃等）、封装材料（福斯特、海优新材等）</li>
|
||
<li><strong>设备：</strong>整线设备（迈为股份、捷佳伟创等）、镀膜设备（捷佳伟创、奥来德等）、激光设备（德龙激光、杰普特等）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<h6 class="text-success">中游：电池制造</h6>
|
||
<ul>
|
||
<li><strong>专业钙钛矿企业：</strong>极电光能、纤纳光电、协鑫光电、仁烁光能、大正微纳等</li>
|
||
<li><strong>传统光伏企业：</strong>隆基绿能、天合光能、晶澳科技、晶科能源、通威股份等</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<h6 class="text-info">下游：应用与系统集成</h6>
|
||
<ul>
|
||
<li><strong>BIPV应用：</strong>杭萧钢构、江河集团、永福股份等</li>
|
||
<li><strong>新能源汽车：</strong>宁德时代（布局车载光伏）</li>
|
||
<li><strong>消费电子：</strong>大正微纳（柔性电池应用于3C电子）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h4 class="mb-4">核心玩家对比</h4>
|
||
<div class="row g-4">
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">TCO玻璃领域</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="mb-3">
|
||
<h6 class="text-primary">金晶科技</h6>
|
||
<p class="mb-0">国内钙钛矿/碲化镉市场份额领先，2024年滕州二线TCO玻璃成功试产并实现量产，战略合作纤纳光电钙钛矿电池</p>
|
||
</div>
|
||
<div class="mb-3">
|
||
<h6 class="text-primary">耀皮玻璃</h6>
|
||
<p class="mb-0">大连耀皮TCO玻璃产品主要用于钙钛矿电池与碲化镉电池，客户包括京东方、亿光电子、协鑫光电、极电光能、纤纳光电等</p>
|
||
</div>
|
||
<div>
|
||
<h6 class="text-primary">旗滨集团</h6>
|
||
<p class="mb-0">具备规模化生产大面积FTO玻璃的能力，技术实力较强，但市场拓展相对滞后</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<h5 class="mb-0">组件制造领域</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="mb-3">
|
||
<h6 class="text-success">隆基绿能</h6>
|
||
<p class="mb-0">2025年4月，自主研发的晶硅-钙钛矿叠层电池转换效率达34.85%，作为晶硅龙头，技术实力强，研发投入大</p>
|
||
</div>
|
||
<div class="mb-3">
|
||
<h6 class="text-success">天合光能</h6>
|
||
<p class="mb-0">2025年4月，210mm大面积钙钛矿/晶体硅两端叠层太阳电池最高效率达到31.1%；与牛津光伏达成独家专利许可协议</p>
|
||
</div>
|
||
<div>
|
||
<h6 class="text-success">协鑫光电</h6>
|
||
<p class="mb-0">实现1米×2米单节组件效率超18%，电池效率26.34%，100兆瓦中试产能，昆山建设GW级生产线</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<section id="risk" class="py-5 bg-light">
|
||
<div class="container">
|
||
<h2 class="section-title">潜在风险与挑战</h2>
|
||
|
||
<ul class="nav nav-pills mb-4" id="riskTabs" role="tablist">
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link active" id="tech-risk-tab" data-bs-toggle="pill" data-bs-target="#tech-risk" type="button">技术风险</button>
|
||
</li>
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link" id="commercial-risk-tab" data-bs-toggle="pill" data-bs-target="#commercial-risk" type="button">商业化风险</button>
|
||
</li>
|
||
<li class="nav-item" role="presentation">
|
||
<button class="nav-link" id="policy-risk-tab" data-bs-toggle="pill" data-bs-target="#policy-risk" type="button">政策与竞争风险</button>
|
||
</li>
|
||
</ul>
|
||
|
||
<div class="tab-content" id="riskTabsContent">
|
||
<div class="tab-pane fade show active" id="tech-risk" role="tabpanel">
|
||
<div class="row g-4">
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-danger text-white">
|
||
<h5 class="mb-0">大面积制备技术挑战</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>尺寸增大后，均匀性变差，影响效率</li>
|
||
<li>大面积制备时膜层平整度和晶粒大小难以控制</li>
|
||
<li>晶粒小会导致电子和空穴垂直传输过程中遇到晶界缺陷</li>
|
||
<li>激光划线死区面积影响能量转换效率</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-danger text-white">
|
||
<h5 class="mb-0">稳定性问题</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>钙钛矿作为离子型晶体，易吸水变质</li>
|
||
<li>温度、湿度、光照和电荷都会加速不稳定性演变</li>
|
||
<li>头部企业已通过1000-6000小时稳定性测试</li>
|
||
<li>25年寿命的实际验证仍需时间</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-danger text-white">
|
||
<h5 class="mb-0">叠层技术挑战</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>钙钛矿/晶硅叠层技术工艺复杂性增加</li>
|
||
<li>成本相应提高，产业化难度加大</li>
|
||
<li>全钙钛矿叠层技术面临稳定性问题</li>
|
||
<li>叠层电池技术仍处于研发阶段</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-danger text-white">
|
||
<h5 class="mb-0">工艺控制难度</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>吸收层结晶是最大挑战</li>
|
||
<li>工艺控制难度大，变量多</li>
|
||
<li>工程化中结晶环节难度最高</li>
|
||
<li>需要精密的工艺参数控制</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="tab-pane fade" id="commercial-risk" role="tabpanel">
|
||
<div class="row g-4">
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-warning text-dark">
|
||
<h5 class="mb-0">成本挑战</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>当前组件成本约1元/W以上</li>
|
||
<li>规模化生产成本目标0.5-0.6元/W</li>
|
||
<li>百兆瓦满产目标成本约0.9元/瓦</li>
|
||
<li>GW级产线理想状态目标成本0.6-0.7元/瓦</li>
|
||
<li>TCO玻璃等关键材料成本仍较高</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-warning text-dark">
|
||
<h5 class="mb-0">市场接受度</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>作为新兴技术，市场接受度需要时间培养</li>
|
||
<li>目前主要出货场景是BIPV（占比80%以上）</li>
|
||
<li>其他应用场景仍处于早期阶段</li>
|
||
<li>车载光伏目前无实质性布局</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-12">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-warning text-dark">
|
||
<h5 class="mb-0">应用场景限制</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<h6>BIPV应用寿命不匹配问题</h6>
|
||
<ul>
|
||
<li>玻璃厚4-5厘米，更换成本高（2100元/平米）</li>
|
||
<li>钙钛矿寿命（约20年）与玻璃寿命（100年）不匹配</li>
|
||
<li>与建筑寿命（50-100年）不匹配</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<h6>柔性电池应用挑战</h6>
|
||
<ul>
|
||
<li>虽然前景广阔，但市场规模有限</li>
|
||
<li>商业化程度仍需提升</li>
|
||
<li>3C电子、物联网等应用场景验证周期长</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="tab-pane fade" id="policy-risk" role="tabpanel">
|
||
<div class="row g-4">
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-info text-white">
|
||
<h5 class="mb-0">政策变动风险</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>各国对新型光伏技术的支持政策可能发生变化</li>
|
||
<li>钙钛矿电池相关标准的制定和发布进度可能不及预期</li>
|
||
<li>补贴政策调整可能影响产业化进程</li>
|
||
<li>国际贸易环境变化可能影响技术交流与合作</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-info text-white">
|
||
<h5 class="mb-0">行业竞争加剧</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>行业内百兆瓦级产线近25条，GW级产线近10条（含规划）</li>
|
||
<li>传统光伏巨头纷纷布局钙钛矿技术</li>
|
||
<li>凭借资金和产业化经验优势，可能对专业钙钛矿企业形成压力</li>
|
||
<li>产能过剩风险逐渐显现</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-12">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-info text-white">
|
||
<h5 class="mb-0">技术路线竞争</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<h6>多种技术路线并存</h6>
|
||
<ul>
|
||
<li>TOPCon、HJT、IBC等技术也在快速发展</li>
|
||
<li>可能分散市场资源和注意力</li>
|
||
<li>不同技术路线各有优缺点</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<h6>技术路线不确定性</h6>
|
||
<ul>
|
||
<li>纯钙钛矿路线可能比钙钛矿-晶硅叠层更快产业化</li>
|
||
<li>长期看晶硅/钙钛矿叠层可能被全钙钛矿技术替代</li>
|
||
<li>技术路线的不确定性增加了投资风险</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<section id="conclusion" class="py-5">
|
||
<div class="container">
|
||
<h2 class="section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="highlight-box mb-5">
|
||
<h5 class="mb-3">综合结论</h5>
|
||
<p>钙钛矿电池目前正处于从实验室研发向产业化过渡的关键阶段，技术效率不断突破，GW级产线开始建设，预计2025年将实现从0到1的产业化突破。从整体来看，钙钛矿电池概念已经从早期的纯主题炒作阶段，逐步进入基本面驱动的初期阶段。</p>
|
||
<p>技术层面，钙钛矿电池的实验室效率已达到较高水平（27.3%），理论效率可达33%以上，叠层技术效率更是有望突破40%，远超晶硅电池的理论极限。成本方面，钙钛矿电池具有明显的材料和工艺优势，理论成本可低至0.5-0.6元/W，但当前实际成本仍在1元/W以上，需要通过规模化生产逐步降低。</p>
|
||
</div>
|
||
|
||
<h4 class="mb-4">投资启示</h4>
|
||
<div class="row g-4 mb-5">
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-primary text-white">
|
||
<h5 class="mb-0">核心辅材领域</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<h6>TCO玻璃</h6>
|
||
<p>金晶科技、耀皮玻璃等企业已具备规模化生产能力，与下游电池企业建立了稳定合作关系。随着GW级产线投产，TCO玻璃需求将快速增长。</p>
|
||
<h6>封装材料</h6>
|
||
<p>福斯特、海优新材、赛伍技术等企业已推出专用封装方案，技术壁垒较高，盈利能力较强。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-success text-white">
|
||
<h5 class="mb-0">设备领域</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<h6>激光设备</h6>
|
||
<p>德龙激光、杰普特、大族激光、帝尔激光等企业已推出相关产品，技术壁垒高，市场集中度高。</p>
|
||
<h6>镀膜设备</h6>
|
||
<p>捷佳伟创、奥来德等企业在该领域具有技术优势，随着产业化推进，设备需求将快速增长。</p>
|
||
<h6>整线设备</h6>
|
||
<p>迈为股份、捷佳伟创、京山轻机等企业提供整线解决方案，技术实力强，有望在行业扩张中获得较大订单。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-info text-white">
|
||
<h5 class="mb-0">差异化技术路线</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<h6>柔性钙钛矿</h6>
|
||
<p>大正微纳等企业专注于柔性钙钛矿电池，在3C电子、物联网等细分市场具有独特优势，应用场景多样化，抗风险能力强。</p>
|
||
<h6>叠层技术</h6>
|
||
<p>仁烁光能等企业在全钙钛矿叠层技术领域领先，理论效率更高，长期发展潜力大。</p>
|
||
<h6>传统光伏龙头转型</h6>
|
||
<p>隆基绿能、天合光能、晶科能源等传统光伏龙头纷纷布局钙钛矿技术，凭借资金、产业化经验和渠道优势，有望在钙钛矿电池产业化进程中占据重要地位。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h4 class="mb-4">关键跟踪指标</h4>
|
||
<div class="row g-3">
|
||
<div class="col-md-6">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h6 class="text-primary">技术指标</h6>
|
||
<ul class="mb-0">
|
||
<li>大面积组件效率：GW级产线投产后的实际效率数据</li>
|
||
<li>稳定性数据：已投运钙钛矿电站的实际运行数据</li>
|
||
<li>叠层技术进展：钙钛矿/晶硅叠层和全钙钛矿叠层的效率提升</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h6 class="text-success">产业化指标</h6>
|
||
<ul class="mb-0">
|
||
<li>GW级产线投产进度：协鑫光电、纤纳光电等企业的实际投产时间</li>
|
||
<li>产能利用率：已投产产线的实际产能利用率和良率</li>
|
||
<li>成本数据：GW级产线投产后的实际生产成本</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h6 class="text-info">市场指标</h6>
|
||
<ul class="mb-0">
|
||
<li>装机量：BIPV、分布式光伏等领域的实际装机量</li>
|
||
<li>订单情况：核心企业的订单情况和客户结构</li>
|
||
<li>新应用场景：车载光伏、3C电子等新应用的进展</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h6 class="text-warning">政策指标</h6>
|
||
<ul class="mb-0">
|
||
<li>行业标准：钙钛矿电池相关标准的制定和发布</li>
|
||
<li>政策支持：各国对新型光伏技术的支持政策</li>
|
||
<li>补贴政策：针对钙钛矿电池的补贴和示范项目</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票数据 -->
|
||
<section id="stocks" class="py-5 bg-light">
|
||
<div class="container">
|
||
<h2 class="section-title">股票数据</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="table table-hover stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>相关性</th>
|
||
<th>信息源</th>
|
||
<th>原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>金晶科技</td>
|
||
<td><span class="badge bg-primary">TCO玻璃</span></td>
|
||
<td>公司TCO玻璃保持在国内钙钛矿、碲化镉市场份额的领先优势，战略合作纤纳光电钙钛矿电池；2024年滕州二线TCO玻璃成功试产并实现量产</td>
|
||
<td>公告</td>
|
||
<td>国内钙钛矿/碲化镉市场份额领先，2024年滕州二线TCO玻璃量产</td>
|
||
</tr>
|
||
<tr>
|
||
<td>耀皮玻璃</td>
|
||
<td><span class="badge bg-primary">TCO玻璃</span></td>
|
||
<td>大连耀皮TCO玻璃产品主要用于钙钛矿电池与碲化镉电池等，主要客户包括京东方、亿光电子、万度光能、协鑫光电、极电光能、纤纳光电等企业</td>
|
||
<td>公告</td>
|
||
<td>TCO玻璃用于钙钛矿/碲化镉电池，客户覆盖多家光伏企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>旗滨集团</td>
|
||
<td><span class="badge bg-primary">TCO玻璃</span></td>
|
||
<td>公司生产的TCO玻璃为FTO，具备规模化生产大面积FTO玻璃的能力</td>
|
||
<td>互动</td>
|
||
<td>具备大面积FTO玻璃规模化生产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>亚玛顿</td>
|
||
<td><span class="badge bg-primary">TCO玻璃</span></td>
|
||
<td>公司多年前已储备TCO玻璃相关技术和产品，为纤纳光电提供TCO产品</td>
|
||
<td>互动</td>
|
||
<td>储备TCO玻璃技术，为纤纳光电供货</td>
|
||
</tr>
|
||
<tr>
|
||
<td>安彩高科</td>
|
||
<td><span class="badge bg-primary">TCO玻璃</span></td>
|
||
<td>公司拥有一条离线的TCO产线，具备TCO玻璃生产技术和生产能力</td>
|
||
<td>公告</td>
|
||
<td>拥有离线TCO产线及生产技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td>拓日新能</td>
|
||
<td><span class="badge bg-primary">TCO玻璃</span></td>
|
||
<td>公司具备研发和生产TCO导电玻璃的技术能力</td>
|
||
<td>互动</td>
|
||
<td>具备TCO导电玻璃研发生产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南玻A</td>
|
||
<td><span class="badge bg-primary">TCO玻璃</span></td>
|
||
<td>公司有TCO相关技术积累和生产经营</td>
|
||
<td>互动</td>
|
||
<td>具备TCO技术积累和经营经验</td>
|
||
</tr>
|
||
<tr>
|
||
<td>福莱特</td>
|
||
<td><span class="badge bg-primary">TCO玻璃</span></td>
|
||
<td>公司有TCO玻璃的相关技术储备</td>
|
||
<td>互动</td>
|
||
<td>储备TCO玻璃技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td>福斯特</td>
|
||
<td><span class="badge bg-success">封装材料</span></td>
|
||
<td>公司为钙钛矿组件等新技术提供性价比最佳的封装方案</td>
|
||
<td>互动/公告</td>
|
||
<td>提供钙钛矿组件封装方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td>海优新材</td>
|
||
<td><span class="badge bg-success">封装材料</span></td>
|
||
<td>公司推出钙钛矿"四大封装配套方案"</td>
|
||
<td>公告</td>
|
||
<td>推出钙钛矿专用封装方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td>赛伍技术</td>
|
||
<td><span class="badge bg-success">封装材料</span></td>
|
||
<td>公司在钙钛矿和晶硅叠层电池、单节和柔性钙钛矿电池等技术路线封装材料方面均进行了技术布局</td>
|
||
<td>互动</td>
|
||
<td>布局钙钛矿/叠层电池封装材料技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td>迈为股份</td>
|
||
<td><span class="badge bg-info">整线</span></td>
|
||
<td>钙钛矿叠层电池生产设备整线、原子层沉积ALD设备(在研)、钙钛矿用真空干燥退火炉设备(在研)</td>
|
||
<td>研报</td>
|
||
<td>研发钙钛矿叠层电池整线及ALD设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>捷佳伟创</td>
|
||
<td><span class="badge bg-info">整线</span></td>
|
||
<td>钙钛矿及钙钛矿叠层电池整线设备</td>
|
||
<td>研报</td>
|
||
<td>生产钙钛矿叠层电池整线设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>京山轻机</td>
|
||
<td><span class="badge bg-info">整线</span></td>
|
||
<td>钙钛矿单结及叠层设备的整体解决方案(可覆盖Gw级量产)</td>
|
||
<td>研报</td>
|
||
<td>提供Gw级钙钛矿叠层设备解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td>捷佳伟创</td>
|
||
<td><span class="badge bg-warning">镀膜</span></td>
|
||
<td>钙钛矿叠层真空镀膜设备</td>
|
||
<td>研报</td>
|
||
<td>研发钙钛矿叠层真空镀膜设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>奥来德</td>
|
||
<td><span class="badge bg-warning">镀膜</span></td>
|
||
<td>钙钛矿蒸镀设备</td>
|
||
<td>研报</td>
|
||
<td>生产钙钛矿蒸镀设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>曼恩斯特</td>
|
||
<td><span class="badge bg-secondary">涂布</span></td>
|
||
<td>GW级钙钛矿涂布系统</td>
|
||
<td>研报</td>
|
||
<td>研发GW级钙钛矿涂布系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td>德龙激光</td>
|
||
<td><span class="badge bg-danger">激光</span></td>
|
||
<td>钙钛矿薄膜太阳能电池生产整段设备，包括前段P0激光打标设备，P1、P2、P3激光划线设备，P4激光清边设备传输&缓存存储体、后段段堆垛检测等</td>
|
||
<td>年报</td>
|
||
<td>提供钙钛矿电池全段激光设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>杰普特</td>
|
||
<td><span class="badge bg-danger">激光</span></td>
|
||
<td>激光模切设备(覆盖P1至P4的激光模切以及激光清边工艺)</td>
|
||
<td>年报</td>
|
||
<td>生产钙钛矿激光模切及清边设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>大族激光</td>
|
||
<td><span class="badge bg-danger">激光</span></td>
|
||
<td>钙钛矿激光划相相关设备</td>
|
||
<td>年报</td>
|
||
<td>研发钙钛矿激光划相设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>帝尔激光</td>
|
||
<td><span class="badge bg-danger">激光</span></td>
|
||
<td>钙钛矿电池薄膜激光刻划系列设备</td>
|
||
<td>年报</td>
|
||
<td>生产钙钛矿薄膜激光刻划设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>隆基绿能</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>2025年4月，自主研发的晶硅-钙钛矿叠层电池转换效率达34.85%</td>
|
||
<td>年报</td>
|
||
<td>晶硅-钙钛矿叠层电池效率达34.85%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>天合光能</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>2025年4月，210mm大面积钙钛矿/晶体硅两端叠层太阳电池最高效率达到31.1%</td>
|
||
<td>年报</td>
|
||
<td>210mm钙钛矿叠层电池效率达31.1%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>晶澳科技</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>小面积研发效率33%；研发中心积极研究和储备IBC电池、钙钛矿及叠层电池技术，叠层电池试验线规划中</td>
|
||
<td>研报</td>
|
||
<td>研发钙钛矿叠层电池技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td>晶科能源</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>2025年一季度实验室叠层电池最高转化效率已达34.22%</td>
|
||
<td>研报</td>
|
||
<td>实验室叠层电池效率达34.22%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>杭萧钢构</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>目标效率28%以上；2023年100MW钙钛矿薄膜+钙钛矿叠层电池中试线投产</td>
|
||
<td>研报</td>
|
||
<td>建设100MW钙钛矿叠层电池中试线</td>
|
||
</tr>
|
||
<tr>
|
||
<td>通威股份</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>研发效率34.17%；MW级试验线搭建中(5-10MW)</td>
|
||
<td>研报</td>
|
||
<td>研发效率34.17%，建设MW级试验线</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宝馨科技</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>实验室效率超32%</td>
|
||
<td>研报</td>
|
||
<td>实验室钙钛矿电池效率超32%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>杭州柯林</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>公司深入研究钙钛矿材料和大尺寸量产技术等行业难题，成功实现100MW钙钛矿大面积组件中试线投产</td>
|
||
<td>研报</td>
|
||
<td>实现100MW钙钛矿组件中试线投产</td>
|
||
</tr>
|
||
<tr>
|
||
<td>阿特斯</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>钙钛矿叠层作为长期布局，与多方机构合作推进，2025年目标效率33%</td>
|
||
<td>公告</td>
|
||
<td>布局钙钛矿叠层技术，目标效率33%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宁德时代</td>
|
||
<td><span class="badge bg-dark">组件</span></td>
|
||
<td>钙钛矿研究进展顺利，正在搭建中试线</td>
|
||
<td>调研</td>
|
||
<td>建设钙钛矿中试线</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 页脚 -->
|
||
<footer class="bg-dark text-white py-4">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<h5>钙钛矿电池概念分析</h5>
|
||
<p class="mb-0">第三代光伏技术的产业化突破</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="mb-0">数据来源：公开信息整理 | 更新时间：2025年</p>
|
||
</div>
|
||
</div>
|
||
</div>
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||
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