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 ...

日前，中国电建铜山区刘集镇120MW、姜堰45MW（直流侧共计184MW）渔光互补光伏组件采购项目中标结果公示，浙江爱旭成功中 标，再次彰显了爱旭ABC组件在集中式电站场景的强劲竞争力。 未来，随着新能源电力市场化交易制度逐渐完善，光伏电站收益不确定性增加，高效组件与精细管理将成为"标配"。高功率、高安全、 高智能、高颜值的ABC组件产品，将为不同场景客户创造更多差异化价值，引领人类社会进入零碳时代。 来源：爱旭股份 End 此次招标的两个渔光互补项目分别位于江苏省徐州市和泰州市，光伏年平均有效小时数约1200h，光照资源较好，但渔光场景下较高的 BOS成本以及高温高湿环境，对组件长期运行的发电量和稳定性都提出了严苛考验。 爱 旭 ABC 组 件 正 面 无 栅 线 遮 挡 ， 天 然 具 备 高 转 换 效 率 ， 使 得 在 23 82*1134 标 准 尺 寸 下 较 传 统 组 件 具 备 更 高 发 电 功 率 ， 从 而 摊 薄 电 站 BOS成本；在阴影发电优化功能加持下，爱旭ABC可以最大限度消除因鸟粪等遮挡带来的热斑现象，并最大限度降低遮挡导致发电损 失，叠加更优温度系数、高温抑制、高阻水封 ...

Group 1 - The equipment manufacturing industry is showing structural differentiation, with marginal improvements in the engineering machinery market during the traditional off-season, accelerated demand growth for high-efficiency components driven by photovoltaic battery technology iteration, and short-term pressure on automotive consumption but long-term potential remaining [1][2] - In July, the China Engineering Machinery Market Index (CMI) was 100.73, a year-on-year increase of 5.54% and a month-on-month decrease of 4.20%, indicating a marginal improvement trend despite being a traditional off-season [1] - Leading companies in the engineering machinery sector are demonstrating resilience through technological accumulation and scale effects, with core enterprises offsetting domestic market fluctuations via smart upgrades and overseas market expansion [1][2] Group 2 - The recent procurement by Huadian Group for photovoltaic components, totaling 20GW, emphasizes the demand for N-type high-efficiency components with a conversion efficiency of ≥23.8%, showcasing significant short-term improvement in high-efficiency battery technology [1] - BC (Back Contact) battery technology is becoming a core direction for cost reduction and efficiency enhancement in the industry, facing challenges such as high process complexity and equipment costs, but leading companies are gradually overcoming these technical bottlenecks [2] - The equipment manufacturing industry is undergoing a transformation driven by technology, with smart and green upgrades enhancing the added value of equipment in engineering machinery, while the photovoltaic sector is accelerating its escape from "involution" competition through high-efficiency battery technology iteration [2]

以下文章来源于钛媒体 ，作者胡珈萌 钛媒体 . 新鲜犀利的财经见闻，放眼国际的前沿技术，还有罕见披露的内幕消息。钛媒体 （www.tmtpost.com），引领未来商业与生活新知，一个投资者与创新者酷爱聚集的地方。还可下载钛 媒体App，24小时不间断更新和互动。 将投中网设为"星标⭐"，第一时间收获最新推送 厂商费劲心思，只为了在这波涨价中尽可能多赚点。 作者丨 胡珈萌 编辑丨 刘洋雪 来源丨钛媒体 抢装、抢货、抢生意、抢发内部政策…… 违规、伪装、违约、还能二次违约…… 近期的光伏行业异常活跃，一些"怪现象"也持续引发热议。 今年2月9日，国家发展改革委、国家能源局联合发布《关于深化新能源上网电价市场化改革 促进新 能源高质量发展的通知》（即业内所称"136号文"），全面推进新能源市场化改革。 不过，相对于未来市场化时代的前景，行业显然更关注政策的"及时雨"效果。 "136号文"设定了差价结算机制，以今年6月1日为限，此前投产的"老项目"（"存量项目"）的电价 会在市场化价格基础上补差价，此后的"新项目"（"增量项目"）全部市场化竞价。 再加之此前1月17日出台的《分布式光伏发电开发建设管理办法》，规定一 ...