The industrialization process of perovskite batteries is expected to accelerate, with multiple stocks having a price-to-earnings ratio lower than 20.

Perovskite batteries are currently in the early stages of industrialization, and with related companies increasing their layout and development efforts, the industrialization process is expected to accelerate. According to the China Photovoltaic Industry Association, by 2030, the penetration rate of perovskite photovoltaic modules in China is expected to reach 30%. China Merchants Industry Research Institute predicts that China's new production capacity of perovskite batteries will reach 161GW by 2030. According to Securities Times Data, there are nearly 30 companies in the A-share market that have already laid out perovskite battery technology. As of the close on June 20th, the total market value of concept stocks in A-shares reached 611.2 billion yuan. In terms of secondary market performance, so far this year, the average decline of concept stocks related to perovskite batteries is 9.41%, indicating a stagnant trend. Among them, shares of Der Laser, Taurx New Energy, Baoshin Technology, Junda Shares, Maiwei Shares, and ST Quan have all fallen by more than 20% this year. In terms of valuation, some concept stocks are at relatively low levels. As of the close on June 20th, the rolling price-earnings ratios of Jiawei Weichuang, Sungrow Power Supply, Hengdian Dongci, Solar Energy, and Jingshan Light Machinery are all below 20.