AikoSolar(SH:600732) 第一财经·2025-06-16 16:04Core Viewpoint - The company emphasizes its commitment to avoiding price wars and maintaining stable pricing in the competitive photovoltaic industry, particularly in the context of overcapacity and intense competition [1][2]. Group 1: Market Position and Strategy - The company has positioned itself against low-price competition, with its chairman stating that no suppliers or distributors in the N-type BC ecosystem are currently selling at a loss [2]. - The average price of centralized BC components in the domestic market is 0.78 yuan/W, while commercial distributed BC components average 0.80 yuan/W, which is over 0.10 yuan/W higher than TOPCon components [2]. - In the European market, commercial distributed BC components average $0.125/W, and household distributed BC components average $0.185/W, both exceeding the average price of TOPCon components by over $0.04/W [2]. Group 2: Production and Efficiency - The company’s ABC components have been operating at full production capacity since last year, with plans to mass-produce solar modules with over 25% efficiency starting in the third quarter of this year [3]. - The production cycle for ABC technology takes approximately 2-3 days, compared to 8-10 hours for traditional TOPCon technology, presenting significant challenges in maintaining yield and product quality [3]. Group 3: Partnerships and Industry Collaboration - The company has collaborated with other industry players, such as Longi Green Energy, to establish a standard system for BC technology, highlighting the importance of building a sustainable BC industry ecosystem [4]. - The company has signed over 600MW of centralized cooperation agreements and 1.6GW of distributed cooperation agreements during the SNEC photovoltaic exhibition, with a significant portion of these agreements focused on overseas markets [3].