隆基绿能押注BC技术，长三角成BC二代组件生产重镇

新华日报财经07-22 18:44

新华日报财经讯最近，打破电池转换能效“天花板”，BC技术以理论极限可以达到29.1%的电池转换效率吸引了来自光伏产业内外的高度关注。今年7月中旬，隆基绿能（601012.SH）发布公告，投资32.06亿元建设隆基绿能光伏（西咸新区）一期年产12.5gW高效bc电池项目。这在行业内许久未见的大手笔投资，助推了业内外对于BC技术的关注与讨论。同时，隆基绿能位于长三角的多家工厂也成为BC技术产品的重要...

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最近，打破电池转换能效“天花板”，BC技术以理论极限可以达到29.1%的电池转换效率吸引了来自光伏产业内外的高度关注。今年7月中旬，隆基绿能（601012.SH）发布公告，投资32.06亿元建设隆基绿能光伏（西咸新区）一期年产12.5gW高效bc电池项目。这在行业内许久未见的大手笔投资，助推了业内外对于BC技术的关注与讨论。同时，隆基绿能位于长三角的多家工厂也成为BC技术产品的重要生产基地。重投BC二代技术隆基绿能在公告中表示，于2024年上半年推出自主研发的高效HPBC2.0电池技术（下称“BC二代技术”），经过充分的研发论证、生态链搭建以及市场推广，公司BC二代技术已经具备大规模量产条件。这一投资建设是为了加快推动BC二代技术产业化。“目前，BC二代技术达到27.3%的最新世界纪录，但从研究进展来看，BC电池转换效率的攀登才到半山腰。”隆基中央研究院一院负责人童洪波表示，2017年隆基绿能布局BC技术，发现BC拥有高转化效率优势，但生产过程面临三大难题：首先，BC需要很强的技术积淀，包括研发的技术积累和产业化过程中的工程技术积淀。其次，BC从实验室走向GW级规模应用的产业化能力要求极高。最后，BC产品需要完成电池技术开发，同时具备更好的组件互联性能增强可靠性。这些问题制约了BC技术推入产线大规模量产。为解决以上问题，2017年起，隆基研发团队积累大量技术基础。2021年年底组建技术、工程、制造多方面的团队共同参与研发，最终实现500MW到现在40GW的量产规模。童洪波表示，单结晶硅电池的理论效率极限是29.4%，来自隆基实验室的各种数据和理论测算表明，BC电池转换效率的理论极限可以达到29.1%。隆基绿能董事长钟宝申表示，在2023年9月，公司已经决定了全面投资BC技术，研发资源向BC倾斜。量产能效超26.6%钟宝申认为，当下BC电池技术领先的优势，在叠层电池大规模低成本商业化生产之前，有非常长的领先时间。“以现在隆基BC技术的水平，行业内非常优秀的企业赶上大概需要两年半到三年的时间。”钟宝申表示。目前，隆基HPBC二代电池的量产平均效率达到26.6%以上，其生产成本和TOPCon成本在电池端几乎接近，在隆基现有的HPBC二代1.5GW量产线，生产良率达到95%以上。BC二代产品价值已经得到市场认可。今年5月，隆基发布基于HPBC2.0技术的Hi-MO 9组件产品。在地面电站市场，该新品较隆基自己的TOPCon产品有平均20%溢价，目前隆基已有1GW的组件订单和5GW的储备订单。预计未来2月内基于HPBC2.0技术的分布式应用产品将面世。隆基规划，三年内建设100GW的BC产能，2025年一二季度HPBC二代产品将会大规模投放市场。预计2025年底，隆基将有70GW的BC电池产能，届时BC产品市占率将稳步提升。长三角成为BC电池生产重镇值得关注的是，隆基绿能在长三角地区的多家工厂，将成为BC二代技术产品的重要生产基地。其中包括隆基绿能在浙江嘉兴打造的“灯塔工厂”，主要生产BC系列高效太阳能电池组件，工厂现有51条智能化生产线，整体组件产能超过35GW。按照未来三年的规划，仅嘉兴工厂，隆基绿能的BC电池年产能将达到100GW，单晶组件年产能将达到150GW。在江苏泰州，隆基绿能投资建设江苏隆基乐叶光伏科技有限公司，新型HPBC电池在泰州海陵的工厂实现首次规模化量产。该工厂入选工信部2023年度智能制造示范工厂揭榜单位。在安徽滁州，隆基绿能总投资额已经超过60亿元，已建成三期项目，其去年投产的高效单晶组件5GW工厂项目也是隆基绿能的战略性产品之一。目前光伏行业各产业链环节处于价格极度承压的下半场。从股票走势来看，隆基绿能近一年下跌 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