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 Viewpoint - The long-standing patent litigation between leading photovoltaic companies Longi Green Energy Technology Co., Ltd. and JinkoSolar Holding Co., Ltd. has been resolved, marking a shift in the industry towards technology-driven high-quality development [1][2]. Group 1: Settlement Details - On September 19, 2025, Longi Green Energy and JinkoSolar announced a settlement agreement regarding ongoing patent claims and legal matters globally [1]. - The agreement includes the termination of all ongoing patent dispute legal proceedings and the establishment of cross-licensing arrangements for certain core patents held by both parties [1]. Group 2: Industry Implications - The settlement reflects both companies' respect for intellectual property and their intention to seek win-win cooperation, setting a precedent for sustainable intellectual property partnerships in the industry [2]. - The resolution is expected to encourage more photovoltaic companies to invest in research and development, fostering a healthy competitive ecosystem and promoting sustainable industry growth [2]. Group 3: Technological Landscape - The current leading battery technologies in the photovoltaic industry include TOPCon, BC, and Heterojunction, with JinkoSolar being the leader in TOPCon technology and Longi Green Energy leading in BC technology [2]. - The resolution between these two industry leaders is anticipated to enhance their competitiveness in the market [2][3].

Core Viewpoint - Longi Green Energy and JinkoSolar have reached a settlement regarding their global patent disputes, signaling a shift towards collaboration in technology development and commercialization within the solar industry [3][4]. Group 1: Patent Disputes and Settlement - Longi Green Energy filed a patent infringement lawsuit against JinkoSolar in the U.S. and China, accusing Jinko of infringing on its TOPCon technology and other solar products [4]. - JinkoSolar initiated multiple patent lawsuits against Longi in various countries, focusing on TOPCon battery technology and component design [4]. - The recent announcement of a settlement indicates both companies will cease all patent litigation and explore cross-licensing agreements for their core patents [3][4]. Group 2: Industry Context and Reactions - The solar industry has seen an escalation from price wars to patent wars, with many companies, including Trina Solar and Canadian Solar, involved in ongoing patent disputes [5]. - Industry leaders have expressed concerns about the negative impact of patent disputes on innovation and the overall health of the solar sector, advocating for collaboration instead of competition [5][6]. - Trina Solar's chairman highlighted the importance of joint research and shared patents to foster innovation and avoid fragmentation within the industry [6].

Core Viewpoint - Longi Green Energy and JinkoSolar have announced the resolution of all patent disputes globally, indicating a shift towards collaboration in the solar industry [1][3]. Group 1: Patent Dispute Resolution - Longi Green Energy and JinkoSolar have reached a settlement agreement to end all patent disputes and legal proceedings globally [1]. - The companies will engage in cross-licensing agreements for certain core patents and will continue to enhance R&D efforts and explore deeper cooperation in the future [1][3]. Group 2: Industry Context - JinkoSolar has been a leader in TOPCon patent technology, while Longi Green Energy leads in BC technology patents, with previous disputes primarily focused on TOPCon technology [3]. - Longi Green Energy filed a patent infringement lawsuit against JinkoSolar in the U.S. and China earlier this year, accusing Jinko of infringing on its patents related to TOPCon technology and other photovoltaic products [3][4]. - The competitive landscape in the solar industry is intensifying, with a shift from price wars to patent wars, as highlighted by the involvement of other companies like Trina Solar and Canadian Solar in similar disputes [4]. Group 3: Industry Leaders' Perspectives - Longi's founder expressed concerns about the negative impact of patent disputes on the industry, emphasizing the need for collaboration rather than competition over patents [4]. - Industry leaders, including Trina Solar's chairman, have advocated for joint R&D and patent sharing to foster innovation and avoid detrimental competition [4].

Core Viewpoint - The leading companies in the photovoltaic industry, Longi Green Energy and JinkoSolar, have reached a settlement regarding patent litigation, marking a shift from price competition to technology-driven high-quality development in the industry [1][2]. Group 1: Settlement and Cooperation - Longi Green Energy and JinkoSolar announced a joint statement on September 19, 2023, regarding the resolution of ongoing patent disputes globally [1]. - The companies agreed to end all patent litigation and establish cross-licensing agreements for certain core patents [1][2]. - This settlement reflects both companies' commitment to intellectual property protection and their intention to foster a collaborative and sustainable knowledge ecosystem within the photovoltaic industry [2]. Group 2: Industry Implications - The collaboration between Longi Green Energy and JinkoSolar is expected to encourage more photovoltaic companies to invest in research and development, promoting a healthy competitive environment [2]. - The two companies are leaders in patent reserves for BC and TOPCon technologies, and their partnership is seen as a "strongest combination" covering the two main technological routes in the industry [2]. - The competitive landscape may accelerate the exit of smaller players with insufficient patent reserves, thereby facilitating the elimination of outdated production capacity and creating favorable conditions for cost reduction in BC technology [2].

Core Viewpoint - The long-standing patent litigation between leading photovoltaic companies Longi Green Energy and JinkoSolar has been resolved, marking a shift in the industry towards technology-driven high-quality development [1][3]. Group 1: Resolution of Patent Litigation - Longi Green Energy and JinkoSolar announced a joint statement on September 19, confirming the settlement of ongoing patent disputes globally [1][3]. - The agreement includes the termination of all patent litigation and the establishment of cross-licensing arrangements for certain core patents held by both companies [3]. Group 2: Industry Implications - The resolution reflects both companies' commitment to intellectual property protection and a collaborative approach, setting a precedent for sustainable partnerships in the photovoltaic sector [3]. - The settlement is expected to encourage more photovoltaic companies to invest in research and innovation, fostering a healthy and orderly intellectual property ecosystem within the industry [3]. Group 3: Technological Landscape - The current leading battery technologies in the photovoltaic industry are TOPCon, BC, and heterojunction, with JinkoSolar leading in TOPCon technology and Longi Green Energy excelling in BC technology [4]. - The resolution between these two industry leaders is anticipated to enhance their competitive positions in the market [4].

Group 1 - The core viewpoint is that the supply-side reform efforts by associations and major manufacturers are expected to yield positive results in the future, particularly in the context of pressure on downstream profitability [1] - Investment technologies with high cost-performance ratios, such as 0BB, POLY-Finger, and significantly efficient BC technology, are likely to benefit from these reforms [1] - The domestic wind power installation is projected to experience rapid growth by 2025, driven by large-scale bidding in 2024, with stable bidding prices for onshore wind power benefiting the profitability of the industry chain [1] Group 2 - Offshore wind power projects are gradually starting as policies become clearer, ensuring the future growth potential of the industry through deep-sea projects and various competitive projects [1] - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects listed companies involved in clean energy, waste management, and pollution control, reflecting the overall performance of the environmental industry [1] - The Environmental Protection 50 Index has a high industry concentration and distinct thematic characteristics, effectively showcasing investment opportunities in the environmental sector [1]

Core Viewpoint - The China Electromechanical Industry Association has issued an initiative to oppose unfair competition in the photovoltaic industry, emphasizing the need for fair competition, capacity control, technological innovation, and adherence to self-discipline agreements [1]. Group 1: Industry Challenges - The photovoltaic industry is facing severe supply-demand imbalance, with production capacity exceeding 1200 GW by the end of 2024, while global demand is only around 580 GW, leading to a drastic price drop of 18% year-on-year in Q4 2024 [2]. - Many companies in the A-share photovoltaic sector are expected to report losses, with only a few, such as Hengdian East Magnetic and Foster, forecasting positive net profits [2]. Group 2: Response to Market Conditions - Despite the pressure from limited market demand, there are signs of price recovery across the entire industry chain, with increases of 20%-30% attributed to various initiatives from government bodies and industry associations [5]. - The transition from "scale competition" to "quality competition" is seen as crucial for the survival of companies and the overall industry, aligning with global energy transition goals [6][9]. Group 3: Technological Advancements - The photovoltaic industry is undergoing a technological revolution, with N-type batteries becoming mainstream and TOPCon technology accounting for over 75% of production capacity [6]. - Leading companies are increasing R&D investments to innovate and improve product quality, focusing on N-type battery and BC technology advancements [7]. Group 4: Global Market Considerations - Companies with significant export ratios need to be mindful of changes in export tax rebate policies, as the pricing dynamics in overseas markets mirror domestic conditions [9]. - The shift from "scale advantage" to "quality advantage" signifies a profound transformation in the Chinese photovoltaic industry, which is critical for its strategic position in the global green energy landscape [9].

Group 1 - The photovoltaic concept stocks rebounded, with significant gains in the photovoltaic equipment sector, including companies like JinkoSolar and Haiyou New Materials [1] - JinkoSolar's mid-year performance forecast indicates an expected net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year growth of 38.65% to 59.85% [2] - The Ministry of Industry and Information Technology issued a notice regarding the 2025 annual special energy-saving inspection tasks for the polysilicon industry [2] Group 2 - The silicon wafer prices continued to rise, with average price increases of approximately 0.1 yuan per piece across various specifications, driven by rising raw material costs and increased downstream orders [2] - The BC battery sector is favored by multiple institutions, with a focus on the BC technology route as major manufacturers have paused domestic TOPCon expansion plans [3] - The current planning for new or modified XBC production capacity is nearly 90 GW, which is expected to drive equipment demand growth [3]

Core Viewpoint - The current state of the new energy vehicle (NEV) industry mirrors that of the photovoltaic (PV) industry, with both sectors facing challenges from price wars and cost-cutting measures that threaten innovation and overall industry health [1][2]. Group 1: Industry Challenges - The price war in the PV sector has led to a significant decline in prices across the supply chain, with prices for polysilicon and components dropping nearly 30%, despite a 28.3% year-on-year increase in new installations [2][3]. - Major PV companies, including Longi Green Energy and Tongwei Co., have reported substantial revenue declines and losses, indicating that the aggressive pricing strategies are unsustainable [2][3]. - The NEV industry is currently experiencing a similar price war, with many companies unable to differentiate their products, leading to increased losses and cash flow issues [2][3]. Group 2: Capacity Expansion and Market Dynamics - The PV industry has faced severe overcapacity, driven by both market competition and local government incentives, which has historically led to inefficiencies and a poor market experience [3][4]. - The NEV sector is beginning to see similar patterns, with calls from industry leaders to halt new factory constructions and instead utilize existing overcapacity [3][4]. - The PV industry is now encouraging mergers and acquisitions to consolidate and eliminate low-quality capacity, a trend that is expected to emerge in the NEV sector as well [4][5]. Group 3: Innovation and Intellectual Property - The lack of intellectual property protection has hindered innovation in the PV sector, with new technologies quickly becoming common knowledge and not providing competitive advantages to early innovators [5][6]. - The NEV industry is undergoing a transformation that emphasizes the importance of innovation, particularly in software and artificial intelligence, necessitating both investment in R&D and protection of innovative outcomes [5][6]. - A supportive market environment that encourages and protects innovation is essential for the long-term success of both the PV and NEV industries in the global market [6][7].