华夏时报（www.chinatimes.net.cn）记者 李佳佳 李未来 北京报道 光伏技术迭代加速，市场格局持续重塑。 过去两年，BC技术持续发力，不断刷新晶硅单结效率世界纪录，最新效率达到了27.81%，同时，量产BC电池效 率高于TOPCon1.6%，效率差距与前两轮技术迭代几乎相当。 根据近期披露的全球首份BC技术《白皮书》保守预测，从2025年起，BC组件的市场占比将持续提升，预计到 2030年，其市占率将达到62%。 隆基绿能总裁、创始人李振国向《华夏时报》记者透露，"BC技术成熟比重约能达到80%左右的水平，后面还会 有一些优化空间，但是大的堵点和卡点问题已经没有了，已经完全可以真正地在行业里大规模推广。" 未来成本将比TOPCon还低 2017年前，铝背场电池多年占据市场主导地位，但随着PERC电池技术量产平均效率达到21%，比铝背场电池高出 2%后，迅速在2018年取代铝背场电池，成为市场主流产品。到了2024年，TOPCon凭借1.6个百分点效率优势加速 市场渗透，市占率提升至80%以上，完成了对PERC的技术迭代。与此同时，BC技术异军突起，最新效率达到了 27.81%。 据了解，BC ...

Core Viewpoint - Longi Green Energy is advancing in the BC technology field, launching the upgraded Hi-MO 9 module equipped with BC2.0 technology, aiming to lead the photovoltaic industry towards higher efficiency, reliability, and returns [2][3]. Group 1: Technology Advancements - The Hi-MO 9 module has begun mass production, showcasing significant technological breakthroughs: conversion efficiency increased to 24.8%, bifacial rate over 80%, and power output reaching 670W, which enhances the capacity by 6.4% compared to TOPCon products [3][4]. - The company has accumulated orders of 30GW for its HPBC series modules, with a backlog exceeding 40GW, covering over 30 countries and regions [3][6]. Group 2: Market Position and Strategy - Longi Green Energy initiated the "BC revolution" in 2021 and fully transitioned to BC technology in 2023, with plans for comprehensive mass production of BC second-generation products by 2025 [5][8]. - The company is expected to achieve 50GW of BC second-generation capacity by the end of the year, supported by a complete BC industrial chain from upstream equipment to downstream modules [7]. Group 3: Industry Outlook - The photovoltaic industry is anticipated to see a significant increase in BC technology adoption, with projections indicating that by 2025, domestic BC shipments could approach 50GW, achieving a market penetration rate of 7% [7][8]. - The global BC module shipment volume is expected to exceed 160GW by 2027, with a compound annual growth rate (CAGR) of 85% from 2024 to 2027, leading to a market size exceeding 120 billion yuan [7].