布局两年后，隆基绿能扩容“BC生态圈”

Core Viewpoint - Longi Green Energy is strategically focusing on Back Contact (BC) technology as a key development direction in the photovoltaic industry, aiming to enhance its competitive edge and drive innovation in the sector [2][3]. Group 1: BC Technology Development - Longi Green Energy has established BC technology as the core product line for future development, emphasizing its advantages in light absorption, high power output, low degradation, and performance in low light conditions [3][5]. - The company has reported that the maximum mass production power of its HPBC second-generation components has reached 670W, which is over 30W higher than the mainstream TOPCon components, with a mass production efficiency of 24.8% [3][6]. - Longi's commitment to R&D is evident, with an investment of 5 billion yuan in 2024, accounting for 6.07% of its revenue, focusing on BC batteries and perovskite stacking technologies [6]. Group 2: BC Ecosystem and Collaboration - The establishment of the Global BC Ecological Collaborative Innovation Center aims to foster collaboration among industry partners to accelerate the commercialization of BC technology [1][11]. - Longi has initiated the "Crowd Walker Plan," which has attracted several companies, including Laplace, Shaanxi Xingbei New Energy Technology, and Jiangyin Haida New Energy Materials, to join the BC ecosystem [1][8]. - The BC ecosystem is designed to promote "independent innovation + collaborative cooperation + intellectual property protection + business protection," similar to successful models seen in companies like Samsung and Apple [10]. Group 3: Industry Challenges and Opportunities - The photovoltaic industry is currently facing significant challenges, including a price war that has led to a 40% drop in component prices and profit margins shrinking to single digits [3]. - Despite these challenges, Longi views the transformation and innovation in product, cost, and capacity investment as a catalyst for overcoming industry crises [3]. - The rapid growth of BC technology in China is notable, with production scaling from virtually none to an expected 45-50GW this year, indicating a potential for further expansion in the market [13].