隆基绿能联合BC生态圈穿越周期 专家称“未来3—5年市场空间或增10倍以上”

Group 1 - Longi Green Energy has announced the launch of its new HIBC technology and components at the 2025 SNEC exhibition, achieving a power output of over 700W and entering the "25%+ efficiency era" for photovoltaic modules [2] - The company currently has a 500MW pilot line for HIBC technology and is prepared for large-scale production based on market demand [2] - As of April 2025, the global contracted volume for HPBC 2.0 components has exceeded 30GW, indicating strong market acceptance [2] Group 2 - Experts predict that BC technology, as the ultimate technology for crystalline silicon batteries, has the potential for over tenfold growth in the next 3-5 years [3] - Longi Green Energy aims to leverage BC technology to recover from industry losses and return to a growth trajectory by 2025 [3] - Other companies, such as Aiko Solar and Sichuan Yingfa Ruineng Technology, are also focusing on BC technology to improve their operational conditions and profitability [3] Group 3 - The development of BC technology is expected to dominate the market in the next 5-10 years, with ongoing advancements anticipated in areas such as silver-free and all heterojunction BC technologies [4] - The integration of BC technology with perovskite tandem cells could provide significant competitive advantages if perovskite technology matures [4] Group 4 - The industry is reflecting on past development models due to supply-demand mismatches, with a growing emphasis on creating a sustainable ecosystem that respects patent technologies [5] - Longi Green Energy has initiated the BC ecosystem construction, collaborating with 191 global partners and achieving early revenue of 1.95 billion yuan [5] Group 5 - TOPCon technology remains the mainstream in the photovoltaic industry, but its rapid decline in benefits serves as a cautionary lesson [6] - The establishment of an orderly ecosystem for BC technology is crucial for protecting technological development and ensuring reasonable profits for industry partners [6]