★Popular themes - Top 10

1 Semiconductors

2 Data centers

3 Artificial intelligence

4 Drones

5 Semiconductor manufacturing equipment

6 Physical AI

7 Space development

8 Storage batteries

9 Rare earths

10 Defense

Perovskite solar cells ranked 11th in the "Popular Theme Ranking" compiled by Minkabu and Kabutan.

Interest in the sector has been revitalized after the Ministry of Economy, Trade and Industry on April 15 raised its support budget ceiling for perovskite development and demonstration by approximately 25 billion yen to 105.1 billion yen for the fiscal 2026-2030 period.

Perovskite solar cells are next-generation units utilizing a specific crystal structure. Capable of being manufactured via coating or printing onto films, the technology enables cost-effective mass production and yields lightweight, flexible cells. Additionally, Japan accounts for approximately 30% of global production of iodine, the primary raw material, offering significant economic security benefits. The government aims to achieve 20 million kilowatts of installation by 2040. On March 10, the Japan Growth Strategy Council under the Takaichi administration included perovskite solar cells in its public-private investment roadmap for 27 leading technologies.

The theme is expected to attract sustained periodic attention from investors. While related stocks saw no major movement on Friday, market participants are monitoring Sekisui Chemical <4204>, whose subsidiary was the first domestic maker to market the cells, KANEKA <4118>, which is conducting tandem-type cell trials in Saitama, and ISE CHEMICALS <4107>, a leading producer of iodine.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.