New generation photovoltaic technology roadmap: panoramic view of BC battery industry chain

Characteristics of BC battery technology:

　　The BC cell structure is based on N-type silicon wafers, with no gate lines on the front side, eliminating the shading loss of gate line electrodes in traditional photovoltaic cells.

    1. Strong differentiation

    Longi Green Energy adopts HPBC technology with high cost-effectiveness, while Aixu Co., Ltd. adopts ABC technology with

ultimate efficiency.

    2. Significant efficiency advantage

    Aixu Corporation's component efficiency is 24%, while Longi Green Energy's HPBC product reaches 23.2%, higher than HJT's

23% and TOPCon's 22.5%.

    Expected to achieve economic rebound: HPBC and ABC are expected to use their respective cost reduction paths to equalize

the production costs of TOPCon and PERC, and achieve economic rebound with efficiency advantages.

　　BC Capacity Expansion:

    BC production capacity is expected to accelerate expansion, driving the release of incremental demand for equipment such

as lasers and string welding machines

    01. BC equipment

    At present, Longi Green Energy has basically overcome the process difficulties of PN junction isolation and battery series

connection, and the current production capacity of about 30GWHPBC continues to climb; The 50GW Xixian, 12GW Tongchuan,

and 20GW Xi'an projects are planned to be completed and put into operation from 2024 to 2026, with a high probability of

using BC technology as the main approach. Aixu Co., Ltd. currently has a production capacity of 10GWABC battery modules and

plans to gradually build 15GW in Yiwu and 10GWABC battery module production capacity in Jinan by 2024.

    With the accelerated expansion of BC battery module production capacity, related equipment suppliers are expected to benefit

first. From the perspective of value increment, PN junction membrane isolation requires 2-3 additional laser process applications.

It is estimated that the value of laser equipment corresponding to P-type BC battery production line is 20-30 million yuan/GW,

and N-type BC batteries have a higher demand for laser equipment; If the electroplating laser patterning process is adopted,

the demand for corresponding laser equipment will further increase. In addition, in the string welding process, BC batteries are

generally welded separately in pairs, which is different from the current string welding process and will also bring higher precision

requirements for string welding machines.

    02. BC Equipment Manufacturer - Zhongbu Qingtian

    Zhongbu Qingtian New Energy (Hubei) Co., Ltd. is a high-tech company in the new energy industry, located in the beautiful

city of Wuhan. The company relies on technical and talent support from institutions such as Wuhan University and Hubei

University of Technology, focusing on the research and development, production, and sales of photovoltaic module equipment,

as well as investment, construction, and operation of distributed photovoltaic power stations. The company team has been

deeply involved in the photovoltaic industry for more than ten years, with a production base of 10000 square meters in Wuhan,

Hubei and Changzhou, Jiangsu, and a complete sales and service network in China and overseas. We can provide global

customers with specialized services such as targeted research and development customization of photovoltaic module

equipment, turnkey projects for photovoltaic module production lines, and investment, construction, and operation of

photovoltaic power stations.

        The company adheres to the corporate spirit of "Chinese standards, steady and honest steps, pioneering technology, and hard work rewarded by heaven", helps achieve the country's "dual carbon goals", and injects green technology momentum into the global development of new energy.