爱旭股份与创维光伏深化合作，开放协同共建BC生态

Core Viewpoint - Shanghai Aishuo New Energy Co., Ltd. (Aishuo) has entered into a strategic partnership with Baise Municipal Government and Shenzhen Skyworth Photovoltaic Technology Co., Ltd. to establish a joint venture for the ABC base project, marking a significant step in the industrialization of ABC technology and the construction of the BC ecosystem in the photovoltaic industry [1][2]. Group 1: Partnership and Investment - The joint venture will have a registered capital of 1 billion yuan, with Skyworth holding 55%, Aishuo 25%, and the Baise government designated entity holding 20% [2][3]. - Aishuo will provide technical consulting services for the project, which includes factory construction, production line establishment, equipment selection, and technology improvement [1][3]. Group 2: Technological Advancements - Aishuo's ABC (All-Back Contact) technology is recognized as a revolutionary direction in the photovoltaic industry, offering high conversion efficiency, reliability, and low degradation [2][4]. - The collaboration aims to create a comprehensive synergy among technology, manufacturing, market, and policy, enhancing Aishuo's position as a technology leader [3][7]. Group 3: Market and Economic Impact - The project is expected to achieve rapid production milestones, with the first component expected to roll off the line in 6.5 months and full production planned within 13 months [3][4]. - The partnership is anticipated to generate ongoing revenue from ABC component production, contributing to cost reductions and promoting a new phase of competition in the industry [4][5]. Group 4: Strategic Regional Development - The joint venture will establish a core production center for ABC components in Southwest China, leveraging local resources and favorable policies to enhance market penetration [5][6]. - Baise City offers significant advantages for photovoltaic development, including abundant sunlight, available land, and low electricity costs, aligning with national green manufacturing goals [5][6]. Group 5: Competitive Landscape - The photovoltaic industry is shifting from cost competition to technology competition, with Aishuo aiming to reshape industry rules through open technological collaboration [7]. - Aishuo's strategy positions it as a leader in the BC ecosystem, potentially leading to significant business growth and technological commercialization in the next 3-5 years [7].