光伏 “换赛道”？BC 技术破解遮挡 / 热斑痛点，集中式市场年增10%

Core Viewpoint - The BC (Back Contact) technology is emerging as a mainstream solution in the photovoltaic industry, shifting from a technical benchmark to a core engine for growth, addressing the industry's challenges and redefining its development logic [1] Group 1: Technology and Performance - BC technology enhances solar cell efficiency by placing both positive and negative electrodes on the back, increasing light absorption and conversion efficiency, with laboratory results showing a conversion rate of 27.55%, outperforming other technologies by over 1.2% [2] - The technology has resolved industry pain points such as shading, hot spots, and anti-cracking, with Aiko's BC modules achieving A+ certification for shading resistance and significantly lower surface temperatures in high-temperature and shaded environments [2] - BC technology opens up new application scenarios, increasing customer acquisition success rates from 30% to 60% in previously challenging environments, thus reducing costs and potential fire risks [3] Group 2: Market Applications and Growth - Aiko has successfully introduced BC technology across various applications, including residential, commercial, and utility-scale projects, with products designed for specific conditions such as mountainous terrains and extreme environments [3][4] - The market share for BC technology in utility-scale applications is expected to grow by 10% annually in the coming years, emphasizing the importance of creating diverse application scenarios for competitive advantage [5] Group 3: Industry Collaboration and Ecosystem - BC technology fosters a new collaborative ecosystem in the photovoltaic industry, moving beyond traditional supply chain relationships to a model of open innovation and shared growth among companies [7][9] - Companies like Aiko are not only achieving breakthroughs in technology and market but also acting as integrators and organizers within this new ecosystem, enhancing overall industry competitiveness [7] Group 4: Value Creation and Market Dynamics - The introduction of BC technology shifts the focus from price competition to value creation, redefining the value dimensions of photovoltaic products and enabling companies to provide tailored solutions for different customer needs [10][12] - Aiko's ABC modules have maintained the highest production efficiency globally for 34 consecutive months, achieving a production efficiency of 25%, and are gaining market share in high-value regions such as Europe and Australia [13]