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The report from CITIC Securities stated that perovskite solar cells are considered to be the most promising next-generation photovoltaic cell technology due to their excellent electrical and optical properties, as well as higher theoretical photoelectric conversion efficiency. Since 2025, several quasi-GW-level perovskite production lines, including JiDian GuangNeng and XinKai Photoelectric, have been put into mass production, accelerating the industrialization process of perovskite. We estimate that by 2030, the global shipment of perovskite components may reach around 20GW, with a market space of approximately 20 billion RMB and a CAGR of over 200% from 2025 to 2030. The expansion period will also stimulate a significant release of demand for equipment such as coating, coating, and laser equipment. We recommend paying attention to investment opportunities in perovskite components and equipment.
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