HPBC 2.0

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隆基三防组件是不是自吹自擂?三家权威机构用行业标准测试结果告诉你答案!
Xin Lang Cai Jing· 2025-09-28 06:24
9月26日,隆基绿能(以下简称"隆基")在西安召开Hi-MO X10三防组件实证发布会。经国家太阳能光 伏产品质量检验检测中心(CPVT)权威检测,隆基Hi-MO X10三防组件成为全球首款官方认可的"三防 组件"。 此次发布会颠覆行业传统,首次集结权威专家、组件厂家、终端业主三大阵营同台,通过国家太阳能光 伏产品质量检验检测中心(CPVT)、德国莱茵TÜV集团(以下简称"TÜV莱茵")、北京鉴衡认证中心 有限公司(以下简称"鉴衡")的联合实证,隆基全球实证平台的首次公开,以及近十位真实业主的现身 说法,共同为光伏组件的真实价值评估树立了全新标杆。 全球首个!Hi-MO X10"三防"组件功能获权威检测 CPVT通过严苛的实验室测试与户外实证相结合的方式,对隆基Hi-MO X10的"防起火、防遮挡、防积 灰"三大核心性能进行了系统性验证。 综合结果指出,隆基Hi-MO X10三防组件在抑制热斑温升、降低遮挡功率损失以及抵抗积灰影响三个维 度上,性能均显著优于TOPCon组件。 遮挡是光伏电站最常见的隐患之一,尤其在分布式屋顶项目中,灰尘、鸟粪或局部阴影易引发热斑起 火,不仅威胁安全,还导致功率急剧衰减。实验室 ...
两部门重磅印发,光伏领域迎利好,社保基金重仓股名单出炉
Zheng Quan Shi Bao Wang· 2025-09-04 10:53
Group 1 - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a significant plan to promote high-quality development in the photovoltaic sector, aiming to eliminate "involution" competition and manage low-price competition legally [2] - The report from Huachuang Securities indicates that the installation capacity in the first half of 2025 is expected to double due to a surge in demand, although growth in the second half is anticipated to slow down [2] - The photovoltaic industry is gradually stabilizing, with improved market sentiment driven by policy adjustments and supply-demand expectations, suggesting a focus on leading companies with stable operations and profit recovery [2] Group 2 - A total of 14 photovoltaic concept stocks are held by the social security fund, with Junda Co., Zhengtai Electric, and Li New Energy having the highest shareholding ratios, all exceeding 3% [4] - Among the stocks held by the social security fund, companies like Hengdian East Magnetic, Airo Energy, Zhengtai Electric, and Shangneng Electric reported year-on-year growth in net profit for the first half of the year [4] - The average stock price of photovoltaic concept stocks in the A-share market has increased by 16.44% this year, with nine stocks rising over 50%, led by Xian Dao Intelligent with a 124.47% increase [3]
隆基绿能李振国:找各个环节有本事的人一起,构建健康的BC生态圈
Di Yi Cai Jing· 2025-06-14 11:57
Core Viewpoint - The company aims to build a new ecosystem in the photovoltaic industry, distinct from the past decade, by focusing on technological breakthroughs and collaboration with capable partners [1][2]. Group 1: Leadership Changes and Focus - Li Zhengguo has stepped down as CEO of Longi Green Energy but continues to lead the Central Research Institute and serves as Chief Technology Officer [1]. - The transition in leadership is seen as a strategic move to concentrate efforts on research and development, which Li believes is crucial for both the company and the industry [1][2]. Group 2: Technological Innovations - Longi Green Energy has introduced the HIBC (Hybrid Interdigitated Back-Contact) technology, achieving a module efficiency close to 26% through large-scale production [1]. - The company is collaborating with partners like Yingfa to enhance battery line management and production efficiency, aiming to create a more robust BC ecosystem [2]. Group 3: Industry Dynamics and Strategy - The photovoltaic industry is undergoing a deep adjustment phase, with a shift from a shortage to a surplus, which necessitates protecting technological innovations [2]. - Longi Green Energy has established partnerships to enhance BC technology standards and aims to increase its HPBC 2.0 production capacity to 50GW by the end of 2025 [3]. Group 4: Production and Market Outlook - In 2024, Longi Green Energy achieved a silicon wafer shipment of 108.46GW and expects to reach 120GW in 2025, with over 25% of component shipments being BC components [3]. - The cost gap between BC and TOPCon technologies has narrowed to 0.05 yuan/W, with expectations of cost parity by 2025 [3].
隆基绿能2024年亏损86亿元,钟宝申:希望今年三季度实现盈亏平衡或扭亏
Sou Hu Cai Jing· 2025-04-30 03:59
Core Viewpoint - Longi Green Energy reported significant revenue decline and net losses in 2024, marking the most challenging year since its listing, primarily due to price drops in core products and industry-wide supply-demand imbalances [2][3]. Financial Performance - In 2023, Longi Green Energy achieved revenue of 82.582 billion yuan, a year-on-year decrease of 36.23%, and incurred a net loss of 8.618 billion yuan, reversing from profit to loss [2]. - For Q1 2025, the company recorded revenue of 13.652 billion yuan, down 22.75% year-on-year, with a net loss attributable to shareholders of 1.436 billion yuan, an improvement from a net loss of 2.350 billion yuan in the same period last year [2]. Industry Context - The management indicated that in 2024, the prices of silicon wafers and modules fell by 61% and 39% respectively, leading to an asset impairment loss of 8.7 billion yuan and an investment loss of 486 million yuan from affiliated silicon material companies [2]. - Despite global photovoltaic demand growth, the industry faced intensified supply-demand imbalances, causing prices to drop below production costs, which pressured the financial performance of photovoltaic companies [2]. Strategic Outlook - The management expressed a commitment to adjust operational strategies, focusing on cost reduction and efficiency improvements to mitigate losses [3]. - For 2025, the company plans to optimize production capacity structure and concentrate resources on the development and upgrade of HPBC 2.0 advanced production capacity, aiming to increase market share of BC products [3].