钙钛矿行业深度之二

行研江湖
06 Jul

编辑|Lady呱呱来源|东吴电新钙钛矿行业深度之二效率持续提升、GW线逐步落地,钙钛矿产业曙光渐近#钙钛矿提效速度快、光电潜力充足。光伏需求增速放缓,整体进入平稳增长阶段。中国光伏装机占全球约50%、多年高增后预计后续高位企稳;海外贡献较多增量。 N型电池量产效率25%-26%,逐步接近极限,钙钛矿电池上限高,理论效率极限30%+,且提效快,叠层潜力足。钙钛矿效率持续提升,GW级产线逐步落地。...

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