On April 17, Gaojing Solar and Aixu held a signing ceremony for strategic cooperation, following the first signing of strategic cooperation on November 29, 2024. The strategic cooperation between the two industry giants based on BC technology has entered a new stage of all-round, deep-seated and long-term cooperation.
According to the agreement, the two sides will focus on silicon wafers-batteries- Aixu & Gaojing: deepen BC cooperation!"! )
Digital New Energy DataBM.
In theory, this technology can be superimposed with PERC, TOPCon, HJT and other technologies to form a composite battery structure. And thus that conversion efficiency of the battery is further improve.
From the current point of view, BC battery can not be compared with TOPCon in industrial scale, but because of its strong compatibility and high efficiency, it is gradually winning more recognition in the industry.
Domestic: New "Wind Vane" of Centralized Collection of State-owned Enterprises!
As a result, the module collection successfully attracted the participation of 13 photovoltaic enterprises. Among them, BC technology manufacturers represented by Aixu Stock and Longji Green Energy have become the main winning bidders in this collection.
In addition, it is worth noting that, unlike the previous state-owned enterprises, which paid more attention to the scale of procurement, the proportion of N-type high-efficiency components was increased to 75% for the first time. The conversion efficiency of modules is explicitly required to be no less than 23.
According to the list of photovoltaic modules with the highest efficiency in mass production published by TaiyangNews in March 2026, The stable mass production efficiency of BC modules of Aixu and Longji Green Energy has exceeded 24% , ranking the top two in the list for 37 consecutive months, while the HJT modules of Dongfang Risheng and the TOPCon modules of Tongwei ranked third and fourth.
/69e5f12d8479e835703.2026 On March 17, Beijing Energy Group issued a tender announcement for the procurement project of photovoltaic module framework in 2026. The announcement shows that a total of 4GW components were purchased, and 2GW independent bidding sections were innovatively set up for N-type TOPCon and N-type BC components , making BC technology and mainstream TOPCon "equal" for the first time. On December 3,
2025, the official of China Power Construction announced that the framework of photovoltaic modules in 2026 was included in the centralized procurement project. The announcement shows that the tender is divided into three packages, purchasing TOPCon, HJT and BC components, totaling 31 GW. Among them, China Electric Power Construction has designated a 4GW exclusive procurement package for BC components.
At present, the photovoltaic industry is gradually saying goodbye to "low price involution" and turning to a new stage of "value competition". As the "wind vane" of industrial transformation, the adjustment of bidding and procurement of central state-owned enterprises such as Huadian has put forward new requirements for battery technology. As the core of power plant construction, the power generation efficiency of
photovoltaic modules will directly determine the cost and life cycle benefits of power plants. With this advantage, BC components may become a new round of "fragrant baboon" in the bidding of state-owned enterprises.
Overseas: Sign big photovoltaic orders one after another!
It is understood that Europe, as the most mature distributed photovoltaic market in the world, has high requirements for module efficiency and appearance, while BC module has the characteristics of no grid line shielding, beautiful appearance and outstanding conversion efficiency, which adapts to household and industrial and commercial distributed scenarios. At present, Europe has become the overseas region with the highest penetration rate of BC technology. In terms of
market conditions, according to a survey conducted by the Digital New Energy DataBM. Com, compared with other regions, BC components have a significant premium in the European market, and the average price of all-black small-version components has recently reached 0.
The European household savings market welcomes a new round of "signing tide" .
According to Digital New Energy DataBM.
Among them, the largest BC module is clearly signed: On March 20, Aixu reached cooperation with Neoen, a European renewable energy producer. Provide BC modules for 600MW large centralized ground power station.
Since the landing of Document 136, the photovoltaic industry has witnessed a profound change. The competition of domestic photovoltaic industry has changed from the initial "manufacturing cost competition" to "value competition of the whole life cycle".
Specifically, as the main investors of photovoltaic projects, the requirements of major state-owned enterprises for components are no longer satisfied with "being able to use and generate electricity", but are directed at "optimizing the cost per kilowatt hour and maximizing the return on investment cost", which requires investors to invest in photovoltaic power plants in the construction stage. High efficiency components must be selected .
This development trend coincides with the high conversion efficiency of BC battery technology.
As mentioned above, the stable mass production efficiency of BC modules represented by Aixu and Longji has exceeded 24%, ranking the top two in TaiyangNews's "highest mass production efficiency photovoltaic modules" list for 37 consecutive months.
In addition, according to the forecast of China Photovoltaic Industry Association, the average conversion efficiency of XBC batteries will reach 27 by 2030.
The improvement of full-cycle benefits brought by efficient conversion is the biggest base for BC technology to gain a firm foothold.
A major pain point in the transformation of photovoltaic enterprises is the high cost of upgrading the existing production lines. BC technology, with its high compatibility and superposition characteristics, can be called the "optimal" transition scheme .
As we all know, BC technology can be superimposed with PERC, TOPCon, HJT and other technologies, without completely eliminating the existing production line, it can achieve production line transformation and technology upgrading, greatly saving the cost of enterprise transformation.
In addition, under the leadership of leading enterprises such as Longji and Aixu, BC technology has built a complete "innovation community" from upstream to downstream, and the synergistic cost reduction effect of all links in the industrial chain has attracted a large number of enterprises.
Third, in terms of scene adaptability.
In the past, BC components were more suitable for distributed scenes with excellent illumination because of their weak response to weak light.
But now, the technology manufacturers represented by Aixu have targeted Shagohuang, mountainous areas, ." According to Wang Yongqian, chief scientist of Aixu, "In the next few years, the market share of BC technology in centralized scenarios will grow rapidly at an annual rate of 10% .".
In addition, in the household and industrial and commercial distributed markets, BC components have successfully entered overseas markets such as Europe by virtue of their high aesthetics, high security and high single-watt power generation capacity .
Although the double-sided power generation rate, production cost and good product rate of BC technology are still controversial in the industry, more and more photovoltaic enterprises have joined the BC camp to superimpose the urgent needs of energy investors for efficient returns. BC technology is breaking through the "minority" circle and entering the "main arena" of the central state-owned enterprises.
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