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-- 2.4300 "Three soaring stocks of 'curved' perovskite solar cells! Expectation of national policy with the goal of introducing 20 nuclear power plants! Is it the start of serious buying?"
Lightweight and bendable 'perovskite' solar cellsOn the 26th, the Ministry of Economy, Trade and Industry announcedIntroduction goaland buying expectations for related stocks that hope for government support are gathering. The goal isto introduce 20 gigawatts by 2040, which is equivalent to 20 nuclear power plants (equivalent to about 10% of household electricity consumption)investors should pay attention.DecarbonizationIt is likely to be newly recognized as the main theme of investment towards etc.
What is perovskite solar cells?
Perovskite solar cells use the crystal structure of an oxide mineral called the perovskite structure in the power generation layer.Next-generation solar cellsSo, SiliconUnlike conventional solar cells that use atural gas and lead as the main raw materials, Iodineiodine. After Chile, Japan has the second largest international share of iodine, with Japan's dominance in the supply side. At present, this battery is still in the stage of demonstration experiments, but there is a prospect for commercialization. Developed by Professor Ryoku Miyasaka of Tokiwa Yokohama University, the same individual is being considered as a leading candidate.Nobel Prize
Perovskite solar cells use the crystal structure of an oxide mineral called the perovskite structure in the power generation layer.Next-generation solar cellsSo, SiliconUnlike conventional solar cells that use atural gas and lead as the main raw materials, Iodineiodine. After Chile, Japan has the second largest international share of iodine, with Japan's dominance in the supply side. At present, this battery is still in the stage of demonstration experiments, but there is a prospect for commercialization. Developed by Professor Ryoku Miyasaka of Tokiwa Yokohama University, the same individual is being considered as a leading candidate.Nobel Prize
What are the features?
Thin and bendableIt can be installed in various locations such as the walls and windows of buildings with curved surfaces. It can also be used on automobiles, buildings, airplane and train roofs, etc.and can be applied to clothingOn the other hand,due to its fast degradation, there is a need to solve challenges in durability and cost.European and Chinese overseas competitors are intensifying the development competition, but Japanese companies are leading in the "film type" category.SiliconIn conventional solar cells with silicon as the main material, Japan once held a 50% world share but now, due to weak government support, Japan's share has fallen to less than 1% and is being overtaken by overseas competitors like China. Preventing the same mistake,The future increase in government subsidies in the countryis drawing a lot of attention. Which three stocks related to perovskite solar cells are soaring?Hot stockswere picked up.
Thin and bendableIt can be installed in various locations such as the walls and windows of buildings with curved surfaces. It can also be used on automobiles, buildings, airplane and train roofs, etc.and can be applied to clothingOn the other hand,due to its fast degradation, there is a need to solve challenges in durability and cost.European and Chinese overseas competitors are intensifying the development competition, but Japanese companies are leading in the "film type" category.SiliconIn conventional solar cells with silicon as the main material, Japan once held a 50% world share but now, due to weak government support, Japan's share has fallen to less than 1% and is being overtaken by overseas competitors like China. Preventing the same mistake,The future increase in government subsidies in the countryis drawing a lot of attention. Which three stocks related to perovskite solar cells are soaring?Hot stockswere picked up.
The related news and price movements are linked to the material iodine manufacturer, $Ise Chemicals (4107.JP)$and $K&O Energy Group (1663.JP)$which leads the cutting edge in perovskite solar cell development $Sekisui Chemical (4204.JP)$With these three stocks, all of them have noticeable recent increases. In particular, the charts of Ise Chemical Industry and Sekisui Chemical Industryshow a strong upward trend in a perfect order (moving averages are lined up in ascending order from short-term to medium-term to long-term).Ise Chemical Industry's stock price has risen by 27% in the past 5 days, and by 209% since the beginning of the year.
◆ $Ise Chemicals (4107.JP)$
Founded in Mie Prefecture.Ranked first in Japan in iodine production.It produces about 15% of the world's iodine. It pumps up ancient sea water known as 'kan water' from underground depths of 900 to 2000 meters, separating and producing iodine and natural gas. $AGC (5201.JP)$が株式の約53％を保有、 $Mitsubishi (8058.JP)$が約11％を保有。山形大学と共同でペロブスカイト量子ドット（PeQDs）の開発に取り組んでいる。また、福岡ドームの屋根にペロブスカイト太陽電池を大規模設置する計画に協力する。24年12月期純利益は過去最高を更新する見込み。販売先はAGC、三菱商事など。ヨウ素・天然ガス事業の売上高が8割以上を占める。株価は長期線を上回って推移しているものの、値動きは激しい。
▼伊勢化学工業の連結純利益推移
Founded in Mie Prefecture.Ranked first in Japan in iodine production.It produces about 15% of the world's iodine. It pumps up ancient sea water known as 'kan water' from underground depths of 900 to 2000 meters, separating and producing iodine and natural gas. $AGC (5201.JP)$が株式の約53％を保有、 $Mitsubishi (8058.JP)$が約11％を保有。山形大学と共同でペロブスカイト量子ドット（PeQDs）の開発に取り組んでいる。また、福岡ドームの屋根にペロブスカイト太陽電池を大規模設置する計画に協力する。24年12月期純利益は過去最高を更新する見込み。販売先はAGC、三菱商事など。ヨウ素・天然ガス事業の売上高が8割以上を占める。株価は長期線を上回って推移しているものの、値動きは激しい。
▼伊勢化学工業の連結純利益推移
◆ $Sekisui Chemical (4204.JP)$
Engaged in high-performance resins, residential-related businesses, etc. Also involved in manufacturing advanced semiconductor process tapes. Currently developing film-type perovskite solar cells. Achieved outdoor durability equivalent to 10 years.25年の販売開始を目指しているIn September of this year, the Ministry of Economy, Trade and Industry selected the company as a developer for the verification of development. $Tokyo Electric Power (9501.JP)$and adopted it, supporting decarbonization investments by the government's "グリーンイノベーション基金」から12.5 billion円程度が拠出される。また、同月、同社がシャープ堺工場跡地を取得し、同太陽電池の生産拠点にすることを検討しているとの報道もあった。25年3月期連結純利益は過去最高を更新する見込み。
▼積水化学工業の連結当期純利益の推移
Engaged in high-performance resins, residential-related businesses, etc. Also involved in manufacturing advanced semiconductor process tapes. Currently developing film-type perovskite solar cells. Achieved outdoor durability equivalent to 10 years.25年の販売開始を目指しているIn September of this year, the Ministry of Economy, Trade and Industry selected the company as a developer for the verification of development. $Tokyo Electric Power (9501.JP)$and adopted it, supporting decarbonization investments by the government's "グリーンイノベーション基金」から12.5 billion円程度が拠出される。また、同月、同社がシャープ堺工場跡地を取得し、同太陽電池の生産拠点にすることを検討しているとの報道もあった。25年3月期連結純利益は過去最高を更新する見込み。
▼積水化学工業の連結当期純利益の推移
◆ $K&O Energy Group (1663.JP)$
Natural gas business company. Following the gas business,Iodine business is the second pillar.。One of the world's leading producers and distributors of iodine.According to the latest financial report, sales prices are declining in the gas business, but iodine sales volume is increasing. The depreciation of the yen is a positive factor for iodine sales.
Transition of consolidated net profit for K&O Energy Group
Natural gas business company. Following the gas business,Iodine business is the second pillar.。One of the world's leading producers and distributors of iodine.According to the latest financial report, sales prices are declining in the gas business, but iodine sales volume is increasing. The depreciation of the yen is a positive factor for iodine sales.
Transition of consolidated net profit for K&O Energy Group
◆ $Moresco (5018.JP)$
Independent chemical manufacturer. Preventing the degradation of the power generation layer of perovskite solar cells.Developing sealing materials.andProduct supply from the fiscal year 2026 and beyond.Aiming to address the durability issues as perovskite solar cells are sensitive to water vapor and oxygen.Company solving durability challenges.Attracting attention as.
◆ $NPC (6255.JP)$Leading manufacturer of solar cell production equipment. The main customers are US solar cell manufacturers, $First Solar (FSLR.US)$。
◆ $Panasonic Holdings (6752.JP)$: Combining perovskite solar cells with residential building materials to createGlass that generates power.Striving to utilize it as a "".Planning the commercialization in the fiscal year 2026.and are planning.
◆ $Aisin (7259.JP)$: Developing thin glass that is difficult for oxygen and water to pass through, and enhancing the efficiency of perovskite solar cells. Considering installation on automobile roofs.DurabilityDeveloping high-efficiency perovskite solar cells using thin glass that is impermeable to oxygen and water. Considering installation on automobile roofs.
◆ $Canon (7751.JP)$veru inc: Developing high-performance materials to improve the durability and stability of perovskite solar cells.veru inc: Developing high-performance materials to improve the durability and stability of perovskite solar cells.veru inc: Developing high-performance materials to improve the durability and stability of perovskite solar cells.veru inc: Plans to mass produce by 2025.。
◆ $Hosiden (6804.JP)$Announced entry into the perovskite solar cell business in April 2021.
◆ $Kaneka (4118.JP)$Aiming to achieve a conversion efficiency exceeding 20%, which is considered the world's highest level, with film-type perovskite solar cells by fiscal year 2025.
Since May of this year, the Ministry of Economy, Trade and Industry has been holding the "Public-Private Council for the Expansion of Next-Generation Solar Cell Adoption and Strengthening Industrial Competitiveness", discussing Perovskite.Expansion of solar cell business and strengthening competitiveness.The government and private sector have been exchanging opinions towards this goal. The main listed companies among the council members not mentioned above are as follows. Due to the expectation that Perovskite's power generation film will be mass-produced using inkjet printing technology,Printing companiesalso participate.
【 $AGC (5201.JP)$、 $NTT Data Group (9613.JP)$、 $Ebara (6361.JP)$、 $Kansai Electric Power (9503.JP)$、 $Kyushu Railway (9142.JP)$、 $Kyocera (6971.JP)$、 $Kubota (6326.JP)$、 $Dai Nippon Printing (7912.JP)$、 $Toppan Holdings (7911.JP)$、 $Toyota Motor (7203.JP)$、 $JGC Holdings (1963.JP)$、 $Japan Post Holdings (6178.JP)$、、 $Ricoh (7752.JP)$etc
Stocks not listed above: $Horiba (6856.JP)$、 $Sakata Inx (4633.JP)$、 $Macnica Holdings (3132.JP)$、 $SAMCO (6387.JP)$
- Moomoo News Kei
Source: Ministry of Economy, Trade and Industry data, various company IR materials, Nikkei Business Daily, moomoo
Source: Ministry of Economy, Trade and Industry data, various company IR materials, Nikkei Business Daily, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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暇老人 : The practical application of perovskite solar cells in 25 years will start from buildings, won't it? Still a long way to go for residential use.
Greensan : The fact that Eneos developed a new Yoso well in Niigata is missing, isn't it?
空条株太郎 : This is amazing, I wonder if it's okay to look forward to it
yyama : I bought it with the expectation of a big hole, even though it has recently risen a bit 4237 Fujipremium.
熱血なカール_3961 : Sekisui Chemical and Ise Chemical are growing in verovskite solar power generation