3 6 Ke·2025-08-05 00:20Core Viewpoint - BC technology is emerging as a significant direction in photovoltaic development, with strategic importance highlighted by industry leaders [1] Group 1: Industry Trends - Major companies such as Longi Green Energy, Aiko Solar, and others are expanding their involvement in BC technology, indicating a growing ecosystem [1] - The global shipment of silicon wafers is shifting towards BC components, with significant production capacity planned, totaling nearly 90GW [1][4] - Despite the dominance of TOPCon technology, BC technology is gaining traction, with companies like Longi and Aiko outperforming their TOPCon counterparts in market performance [1][8] Group 2: Technical Insights - BC cells, specifically IBC cells, utilize a back contact design that enhances efficiency by minimizing shading on the front surface [2] - The TBC and HBC battery structures combine the advantages of BC technology with those of TOPCon and HJT technologies, leading to higher efficiency [3] - BC technology is positioned as a versatile platform that can integrate with other technologies to further enhance conversion efficiency [2] Group 3: Market Performance - BC components are achieving a price premium over TOPCon components, with domestic average prices at 0.76 CNY/W, 0.08 CNY/W higher than TOPCon [4] - Aiko Solar reported a significant turnaround, achieving profitability in a single quarter, while Longi Green Energy is reducing its losses significantly [8] - The market for BC components is expanding, with major state-owned enterprises recognizing their value in procurement processes [5][6] Group 4: Competitive Landscape - The competition between BC and TOPCon technologies remains intense, with TOPCon expected to maintain its mainstream status for the next five years [10] - However, the supply-demand imbalance in TOPCon technology is leading to excess capacity, while BC technology is projected to capture a larger market share in the coming years [11]