Core Viewpoint - The article highlights the emergence of BC (Back Contact) technology as a transformative force in the photovoltaic (PV) industry, shifting from a technical benchmark to a market mainstream solution that addresses industry challenges and opens new growth pathways [1]. Group 1: BC Technology Overview - BC technology places both the positive and negative electrodes on the back of the solar cell, eliminating shading on the front, which increases the area for sunlight absorption and enhances conversion efficiency [4]. - Laboratory tests show that BC cell conversion efficiency has reached 27.55%, outperforming conventional technologies by over 1.2% [6]. - BC technology has successfully addressed industry pain points such as shading, hot spots, and micro-cracking, leading to improved safety and performance in various applications [6]. Group 2: Market Applications and Growth - BC technology has expanded the potential customer base for solar installations, increasing the success rate of customer acquisition from 30% to 60% in certain scenarios [7]. - The technology is applicable across various environments, including residential, commercial, and utility-scale projects, with products designed for specific conditions such as mountainous or desert areas [7][8]. - The market share for BC technology in utility-scale applications is expected to grow by 10% annually in the coming years [8]. Group 3: Industry Collaboration and Innovation - BC technology fosters a new collaborative ecosystem in the industry, moving beyond traditional supply chain relationships to a model of open innovation and shared goals [12]. - Companies are working together to overcome technical challenges, with significant advancements achieved through collaborative efforts, such as the integration of laser technology in production processes [12][13]. - The BC ecosystem has led to innovations in materials, such as high-transparency glass, enhancing the overall value proposition of solar products [13]. Group 4: Value Creation and Market Dynamics - The shift to BC technology represents a transition from price competition to value creation, where companies must focus on delivering tailored solutions to meet diverse customer needs [17]. - BC components have demonstrated higher energy output and aesthetic appeal, particularly in high-value markets like Europe, where they have captured significant market shares [18][19]. - The technology is seen as a key driver for the future of the solar industry, promoting innovation, ecosystem collaboration, and enhanced value creation [19].

当全球光伏行业从"产能扩张"喧嚣中冷静下来 ，当全行业在思考如何打破"内卷"困局时，一项被重新定义的技术悄然崛起，从"技术标杆"转向"市场主流"， 成为行业破局的新路径。 2019-01-1 这项技术就是——BC（背接触电池）技术。它不再只是实验室中追求效率极致的皇冠上的明珠，而是正在重构光伏行业发展逻辑，被视为开启行业新一轮 增长的核心引擎。 "通过对3-4年左右的数据和测试结果的跟踪，我们发现BC技术的性能大幅度在提升，目前实验室测出来的BC的电池片转换率效率已经达到27.55%，与其他 普遍技术相比，应该有1.2%以上的优势，性能提升非常明显。"作为第三方检测机构，TÜV莱茵全球电力电子产品服务副总裁兼大中华区太阳能与商业产品 服务副总裁李卫春说。 不仅是效率的提升，一直被视为行业痛点的"防遮挡""防热斑""抗隐裂"，也被BC技术逐一破解。爱旭BC组件已经通过了莱茵TÜV的防火认证，抗遮挡性也 获得A+最高等级的认证，其在高温、遮挡环境下表面温度比常规的TOPCon技术低40摄氏度以上，热斑效应显著降低，即使对面粉厂、纺织厂这类的特殊工 商业场景也可以适用。 技术的进步和安全性能的提升，让BC技术打开了 ...

Core Insights - The article highlights the significant advancements in photovoltaic technology led by Longi Green Energy, particularly through the leadership of Chief Scientist Xu Xixiang, who has been recognized with the prestigious William R. Cherry Award, marking a historic achievement for Chinese scientists in the field [2][3]. Technological Advancements - Longi Green Energy has made substantial progress in high-efficiency photovoltaic technology, achieving a world record efficiency of 26.81% for silicon solar cells in October 2022, and further improving it to 27.3% in December 2023 [4]. - The company has developed a hybrid high-low temperature HIBC battery technology, which combines the advantages of low-temperature processes with the cost benefits of high-temperature processes, achieving an efficiency of 27.81% by the end of 2024 [4][5]. Market Position and Strategy - The photovoltaic industry is transitioning from homogeneous price competition to differentiated value creation, with technology being the core driver for reshaping the industry landscape [3][14]. - Longi has successfully mass-produced BC (Back Contact) technology components, which enhance efficiency and aesthetic value by reducing light shading, and aims to further optimize costs through innovations in manufacturing processes [6][7]. Research and Development Approach - The company employs a "wide research, narrow investment" strategy, focusing on balancing technological innovation with commercial application, ensuring that research outcomes can quickly translate into market advantages [12][13]. - Longi's R&D team has adopted a 24/7 operational model similar to the semiconductor industry to overcome the challenges of scaling up from laboratory efficiency to mass production [10][11]. Industry Trends and Future Outlook - The photovoltaic sector is expected to continue evolving with a focus on deep innovation, moving towards advanced technologies such as TOPCon, HJT, and BC, which are crucial for breaking the cycle of homogeneous competition [16]. - The industry is also looking to expand into new application scenarios like BIPV (Building-Integrated Photovoltaics) and energy storage integration, which will drive future growth [14][15].