[SMM PV] National Energy Administration's June Dispatch Meeting: Cumulative Grid-Connected Wind and Solar Capacity Hits 1.911 Billion kW, Seven Key Tasks Deployed

Fast Technology, June 17 news: According to media reports, the team of Tan Hairen from Nanjing University, together with Renshuo Solar Energy (Suzhou) Co., Ltd., has achieved an important breakthrough in the field of all-perovskite tandem PV technology. The research team successfully fabricated a large-area all-perovskite tandem PV module, which was certified by the Japan Electrical Safety & Environment Technology Laboratories (JET) with a photoelectric conversion efficiency as high as 26.2%, setting a new world record for all-perovskite tandem modules of the same area class. The module has an area of 65 square centimeters and adopts a tunneling recombination junction structure without a hole transport layer. The team innovatively replaced the traditional ultra-thin metal composite layer with a nanocrystalline functional layer, and removed the PEDOT:PSS hole transport layer, achieving structural reconstruction of the interface connection layer.

[SMM Silicon-Based PV Morning Meeting Minutes] Polysilicon: The quotation for N-type recharging polysilicon is 32-34.2 yuan/kg. Polysilicon prices remain generally weak. A few large-volume orders are currently under negotiation, with the market watching for subsequent outcomes and policy developments. Wafers: Market prices for 183mm wafers stand at 0.88-0.9 yuan/piece, 210RN wafers at 0.98-1.00 yuan/piece, and 210N wafers at 1.16-1.20 yuan/piece. The low-end prices of 183mm and 210N wafers also show a downward trend, widening the price range across all wafer sizes. Top-tier players are holding prices, while smaller enterprises have concluded deals at lower prices.

Japanese renewable energy developer Sun Village Co., Ltd. announced its mid-to-long-term growth strategy "Road to 2030", mapping out a 50-billion-yen investment blueprint to build a next-generation energy infrastructure combining renewable supply with battery storage flexibility. By 2030, the company plans to scale its solar power development and ownership capacity to 2GW, while establishing a deployment network for 400MW of grid-scale battery storage. Representative Director Tsuguhiro Mimura emphasized that integrating generation, storage, and supply-demand operations will maximize energy value and drive sustainable growth. To transition renewable energy into a primary power source and navigate Japan's strict grid constraints, Sun Village will diversify its revenue streams via the Feed-in Premium (FIP) system and corporate PPAs, while fully entering the supply-demand adjustment and capacity markets. Through these initiatives, the company aims to evolve into a comprehensive energy platform handling everything from asset creation to intelligent control, ultimately targeting a sales scale of 100 billion yen. This dual focus on supply and adjustment capacity is designed to stabilize the local grid, enhance disaster resilience, and support Japan’s broader decarbonization goals.