Abstract:

Photovoltaic power generation is an important way for China to optimize its energy consumption structure, build a new and renewable energy system, and achieve the "dual carbon" goal, demonstrating broad prospects. The structure and film classification of photovoltaic cells are introduced, and the production technology status and production and consumption structure of ethylene vinyl acetate copolymer (EVA) and polyolefin elastomer (POE) at home and abroad are analyzed in detail. Meanwhile, the development prospects of the photovoltaic film industry are predicted and analyzed. The conclusion is that EVA film is the mainstream material for photovoltaic cell film, and with the continuous progress of battery technology, the iteration of battery packaging film technology is accelerating. The consumption demand for POE film and multi-layer co-extruded film (EPE) film is constantly expanding. At present, EVA adhesive film in China is completely domestically produced. Driven by market demand, the research and development of POE adhesive film had become a major hot topic of concern in the new material industry. Project research and development and investment construction activities are very intensive, and POE technology progress is rapid. Copolymers (α-olefin), metallocene catalyst and high-temperature solution polymerization technology are gradually breaking through. 2025 will usher in a period of concentrated release of domestic POE production capacity, supporting the accelerated localization of POE film production and supply, and effectively promoting the high-quality development of China's photovoltaic and new energy industries.

Key words: photovoltaics, battery packaging materials, ethylene-vinyl acetate copolymer, polyolefin elastomers, production technology, market analysis

摘要：

光伏发电是我国优化能源消费结构、大力发展可再生能源与新能源、实现“双碳”目标的重要途径，展现出广阔前景。本文介绍了光伏电池结构和胶膜分类，详细分析了国内外乙烯-乙酸乙烯酯共聚物（EVA）、聚烯烃弹性体（POE）生产技术现状及其生产与消费结构，并对光伏胶膜产业发展前景进行分析展望。文章认为，EVA胶膜是光伏电池胶膜的主流材料，在电池技术不断进步的趋势下，电池封装胶膜技术迭代加快，POE胶膜和多层共挤胶膜（EPE）消费需求不断扩大。当前我国EVA胶膜已经完全国产化，在市场需求驱动下，POE胶膜成为新材料行业关注的重大热点，项目研发与投资建设活动十分密集，POE技术攻关进展迅速，聚合单体高碳α-烯烃技术、茂金属催化剂技术以及高温溶液聚合技术壁垒逐渐取得突破，2025年将迎来国产POE产能集中释放期，支撑POE胶膜生产供给加快实现国产化，推动我国光伏产业和新能源行业高质量发展。

关键词: 光伏, 电池封装材料, 乙烯-乙酸乙烯酯共聚物, 聚烯烃弹性体, 生产技术, 市场分析