隆基绿能：上半年亏损收窄 BC技术突破成亮点

Core Insights - Longi Green Energy reported a revenue of 32.813 billion yuan for the first half of 2025, a year-on-year decrease of 14.83% [1] - The company recorded a net profit attributable to shareholders of -2.569 billion yuan, although this represents a significant reduction in losses by 2.661 billion yuan compared to the same period last year [1] - The primary reason for the losses was the decline in prices of key products such as modules and silicon wafers [1] Group 1: Technology and Innovation - Longi Green Energy has strengthened its R&D efforts, achieving over 3,500 authorized patents, including 480 related to Back Contact (BC) technology [1] - The company has seen rapid development in BC technology, with approximately 4 GW of second-generation BC modules shipped globally, particularly excelling in high-value markets in Europe and Asia-Pacific [1] - The HPBC2.0 technology has achieved mass production with a module conversion efficiency of 24.8% and a stable yield of over 97% [2] Group 2: Production Capacity and Collaboration - The self-owned battery capacity for HPBC2.0 has reached 24 GW, with production gradually commencing in Shaanxi province [2] - Collaborative production capacities with partners such as Yingfa Derui and Pingmei Longi have started to be released [2] - Longi Green Energy is focused on building a BC technology ecosystem through a combination of industry collaboration, patent layout, and confidentiality protection [1]