资源描述
|2023 02 15 ABX3/BIPV 29.4%31%45%1GW 5 1/2 5%100MW 45 1/10 1/2 31%45%S-Q 33%25.7%9 FTO PVD P1 PVD P2 PVD P3 P4 2 4+2021 2021 9 100MW 2024 GW RPD 2022 7 PVD TCO 34%31%TCO TCO S0680520030005 1/2023-02-13 2 2023-02-05 3 2023-01-29-32%-16%0%16%32%2022-02 2022-06 2022-10 2023-02 300 2023 02 15 P.2 EPS P E 2021A 2022E 2023E 2024E 2021A 2022E 2023E 2024E 300724.SZ 2.06 2.82 3.77 4.35 59.94 43.79 32.75 28.39 000821.SZ*0.26 0.46 0.69 0.89 107.38 54.94 36.31 28.13 600586.SH*0.92 0.39 0.66 0.88 12.85 29.88 17.92 13.40 300263.SZ*0.32 0.49 0.34 0.51 29.19 19.23 27.45 18.45 Wind*2 14 wind WUBYwPtOpMrQpRtQnQrOnM9P8Q8OoMqQnPmPlOoOsQeRqRrM7NrRyRvPoNrOxNtPmP 2023 02 15 P.3.5 1.1.5 1.2/.10 1.2.1.10 1.2.2.11 1.3 BIPV.15 9.16 2.1 9.16 2.2.19+.20 3.1.20 3.2.20 3.2.1.20 3.2.2.22 3.2.3 TCO.23.24 1.5 2.6 3.6 4.7 5.8 6.8 7-.9 8/PERC TOPerc TOPCon SHJ.10 9.11 10 NREL.11 11 GW.12 12 100MW%.12 13 2021 GW.12 14 c t/W.13 15.13 16 LCOE/KWh.14 17 LCOE.14 18 moduleA/B/C/D PERC/LCOE/.15 19 moduleA/B/C/D PERC/LCOE/.15 20.15 2023 02 15 P.4 21.16 22 BIPV.16 23.16 24 100MW.17 25.17 26.18 27.18 28.19 29.19 30.20 31.21 32.22 33.23 34.24 2023 02 15 P.5 1.1 PERC TOPcon HJT IBC HBC TBC BifacialHJT/PCE 20 Perc-TOPcon-HJT GaAs CdTe CIGS PCE 1 TCO ABX3-A+1 CH3NH3+NH2CH=NH2+B+2 Sn2+Pb2+X-1 I-Br-Cl-2023 02 15 P.6 2 n-i-p p-i-n n ETL i p HTL n-i-p TiO2 TiO2 p-i-n n-i-p p-i-n 3-ETL HTM FTO 2023 02 15 P.7 4 PIN ETL HTL TCO FTO ITO ITO/PEN ETL N:TiO2 ZnO SnO2 PCBM C60 C60 C60 PCBM HTL P NiO CuOx CuI CuSCN spiro-OMeTAD PSCs P Au Ag 2023 02 15 P.8 5 _ 1.2-2.5eV/32.44%29%6 1+1 2/-25.7%31%45%S-Q 33%2023 02 15 P.9 2015 MIT Mailoa 13.7%PCE 31%VOC PCE 7-PERC-TOPerc-TOPCon-2020 EUPVSEC-PERC Jsc Voc 29.0%0.48/-TOPerc PERC TOPCon 30.0%N-TOPCon FCA 0.47/-TOPCon Pero-TOPCon Al-BSF 30.1%0.54/-30.7 0.61/2023 02 15 P.10 8/PERC TOPerc TOPCon SHJ 1.2/1.2.1 1.4eV 1.4eV 1.2-2.5eV 1.1eV 29.4%PERC HJT TOPcon 29.40%24.50%27.50%28.70%31%45%29.4%27.1%CPIA 2030 PERC 24.1%HJT 26%TOPcon 25.6%IBC 26.2%2023 02 15 P.11 9 NREL 25.7%-32.5%27.6%2009 3.8%13 3.8%25.7%40-50 10 NREL NREL 1.2.2 GW 1GW 9.6 3.45 4 1.5 0.65 1GW 5 1/2 GaAs 1/10 29.40%24.50%27.50%28.70%31%45%24.20%23.30%24.60%24.30%0%10%20%30%40%50%PERC HJT TOPCon 2023 02 15 P.12 11 GW 5-10GW 1/2 5%2/3 5-10GW 5-6 50%100MW 45 1W 1.52kWh 0.12kWh 1/10 12 100MW%13 2021 GW/PERC 2020 PERC TOPerc TOPCon ReCo SIT 31%13%16%3%3%34%9.610.312255050102030405060PERC TOPcon HJT CIGS 2023 02 15 P.13 PERC TOPerc TOPCon PERC 14 ct/W 3%180 0.3 34%3.1%15 GW 9.6 5 180 0.3 3 45/W 1.52kWh 0.12kWh/W 1-1.2 0.5-0.6-0.3-0.001 LCOE 2018 PERC/21%19%25%23%20 LCOE 5.50$/KWh 4.34$/KWh 5.22$/KWh 4.22$/KWh 0510152025PERC ref.ReCO SiT ReCO SiT ReCO SiT ReCO SiTWafer Sillicon Bottom Cell Perovskite Top Cell Module ProductionPero-PERC Pero-TOPerc21.320.3 20.219.7 19.520.2 20.120.821.0Pero-TOPCon2(n)Pero-SHJ 2023 02 15 P.14 16 LCOE/KWh LCOE 2020 PERC TOPCon LCOE PERC LCOE LCOE 11 17 LCOE 25.7%LOCE 25.7%28.0%-32.5%LOCE 30 2021 2 IEC61215 30 PERC LCOE 0.2-0.3 1 0.3%20%75 16%17%-0.001 0 0123456PERC/2023 02 15 P.15 2018 18 moduleA/B/C/D PERC/LCOE/19 moduleA/B/C/D PERC/LCOE/1.3 BIPV BIPV BIPV BIPV 5 20 BIPV 3C 2023 02 15 P.16 BIPV 1 18 CQC BIPV 3C 2022 7 5000 21 22 BIPV 9 2.1 9 9 100MW 4 PVD PVD TFT 2 PVD 3 1 4 P1 P2 P3 P4 23 4 2 PVD 2023 02 15 P.17 FTO PVD P1 PVD P2 P3 P4 24 100MW-ZnO TiO2 Al ZnO Ga ZnO SnO2 PVD PVD 25 2023 02 15 P.18 26 27 PI 2023 02 15 P.19 28 29 2.2 20%1m TCO 1241.16cm 15.31%SnO2 TiO2-VDE IEC61215 IEC61730 IEC61215 IEC61730 2023 02 15 P.20+3.1 2022 2030 30 2023-01-03 N 2022-08-24 TOPcon HJT IBC 2022-06-24 2022 2030 2021-11-29/2021-10-21 3.2 2009-2021 2018-2025 2025 3.2.1 2021 2022 100MW 2022 5 20 25 12 2022 7 28 2023 02 15 P.21 5000 2021 9 100MW 1m 2m 3.0/W 100 100MW 2023 18%GW 2022 12 8 150MW BIPV 3 21 6 60 200MW 10GW 31 100MW 2022 2022 5 7 IEC61215 IEC61730 100MW 2022 100MW 2023 18%GW 150MW 2022 2022 8 GW BIPV 100 30 200MW 2022 2021 6 60 200MW 10GW 50MW 2023 2024 600MW 120MW 5 8GW 2GW 250MW/300KM 2020 MW GW 200MW 2023 200 2.2GW OFweek Wind/TOPcon-/29%2023/30%2024 100MW/32%25 4 GW 15%+2023 5 10/100 28%2023 2/TOPCon/2023 02 15 P.22 32 100MW/2024 2023/30%2024 100MW/32%25 4 GW 15%100MW/2023 5 2023 5 10/100 28%/TOPCON/TOPCon/Wind 3.2.2 RPD RPD 2022 7 RPD PVD ETL HTL PVD-P1-P3 P4 PVD/RPD PVD/RPD PVD ALD 200 2023 02 15 P.23 33 RPD RPD 22 7 RPD PVD PVD PVD ETL HTL PVD-P1-P3 P4 PVD/RPD PVD/RPD PVD ALD 200 Wind 3.2.3 TCO TCO 34%31%100MW TCO 34%31%TCO TCO In Sn Zn Cd TCO TCO 2023 02 15 P.24 34 TCO TCO Wind 2023 02 15 P.25“”,“”“”6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%26 3 100032 010-57671718 868 One56 1 10 200120 021-38124100 1115 330038 0791-86281485 100 24 518033 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
展开阅读全文