持续加码差异化竞争 隆基绿能再推分布式BC组件新品
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Longi Green Energy Technology Co., Ltd. (hereinafter referred to as “Longi Green Energy”), which adheres to a differentiated competitive strategy, has launched new distributed BC components tailored for various application scenarios. During the 20th China (Jinan) International Solar Utilization Conference and the 4th China (Shandong) New Energy and Energy Storage Application Expo held from March 5 to March 7, 2025, Longi unveiled the Hi-MOX10 anti-dust component.
“This component boasts a maximum power output of 670W and an impressive conversion efficiency of 24.8%. It not only incorporates the advantages of our HPBC2.0 technology but also redefines the value and safety standards of distributed photovoltaics with its ‘three defenses’ feature—fire prevention, shading prevention, and dust prevention,” said Niu Yanyan, President of Longi Green Energy’s Distributed Business in China, during an interview with the Securities Daily. This launch is another manifestation of the company’s commitment to a differentiated competition approach.
According to Qu Fang, an investment consultant at Wanlian Securities Co., Ltd., “Homogeneous competition is a prominent issue currently plaguing the photovoltaic industry. As competition intensifies, companies must focus on technological innovation and their unique differentiators to gain an edge.” He also noted that the photovoltaic industry chain prices have recently rebounded from their lows, resulting in a rush to install distributed photovoltaics influenced by policy changes, with competitively advantageous products likely to gain an early advantage.
In February 2025, the National Development and Reform Commission and the National Energy Administration jointly issued the “Management Measures for the Development and Construction of Distributed Photovoltaic Power Generation” and the “Notice on Deepening the Market-Oriented Reform of Renewable Energy Grid Pricing to Promote High-Quality Development.” The new policy differentiates between existing and new projects based on a June 1, 2025, cutoff date, implementing different mechanisms for electricity and pricing.
“With the approaching June 1 deadline, the expected increases from centralized power station projects are limited. The rush to install is mainly occurring in distributed photovoltaic projects, particularly in commercial and industrial sectors,” said Qu Fang. He added that, “However, rooftop resources for distributed photovoltaics are limited. Therefore, the primary demand is to install as many photovoltaic components as possible within this constrained rooftop area.”
Shen Wenzhong, Director of the Solar Energy Research Institute at Shanghai Jiao Tong University, told the Securities Daily that BC products, which lack grid lines on the front, are more aesthetically pleasing and particularly suitable for distributed photovoltaic applications. According to Shen, “In distributed photovoltaic applications, rooftop space is extremely valuable and limited, necessitating high efficiency. Moreover, unlike ground-based power stations, distributed photovoltaics have higher aesthetic requirements.” He noted that BC technology meets both of these criteria perfectly.
Niu Yanyan emphasized that the newly launched Hi-MOX10 anti-dust component, enhanced with the “HPBC2.0” and “anti-dust” features, can yield a power generation increase of over 10%. “For example, on a 10,000 square meter rooftop, based on the primary sales power calculations, the Hi-MOX10 anti-dust component (660W) generates 189,000 kWh more annually than the TOPCon component (630W), resulting in an additional income of 113,000 yuan, with total profits exceeding 3 million yuan over 30 years,” Niu stated.
What is the actual performance of BC components? Liu Zhi, General Manager of Shandong Fengrui Power Technology Co., Ltd., shared with the Securities Daily that a photovoltaic power station installed in Shandong last May averaged 4.5 hours of power generation daily, surpassing 1,642 hours annually (while the theoretical duration for photovoltaic generation in that region is 1,400 hours), exceeding expectations by 10% and yielding an additional profit of over 700,000 yuan in just one year, allowing for a quick return on investment within two years.
Longi Green Energy is committed to a customer-oriented differentiated competition strategy, continuously introducing BC components with various functionalities. “Especially in the field of distributed photovoltaics, customers face diverse challenges such as dust accumulation, humid weather, typhoon impacts, as well as shading and glare issues in transportation applications. To address these challenges, Longi Green Energy is committed to ongoing technological innovation,” stated Lü Yuan, President of the Distributed Products and Solutions Center at Longi Green Energy. He added that the company has already successfully resolved the dust accumulation problem through unique designs, and the Hi-MOX10 series components specifically target the remaining two significant pain points: shadow shading and hot spot phenomena.
Niu Yanyan pointed out that “Safety is the core concern for distributed photovoltaic owners.” When photovoltaic components are obstructed by shadows or dust, the resulting current blockage can lead to increased local temperatures, triggering the “hot spot effect.” Excessive temperatures from hot spots can accelerate component aging, reduce power generation efficiency, and, in severe cases, pose a serious fire risk to power station safety.
“The era of a single product dominating the market has ended; the market has evolved into one that demands differentiated and personalized components. Survival of the fittest is the new reality, and the distributed market requires refined operations,” Niu added.
As of October 2023, Longi Green Energy has pioneered the introduction of BC anti-dust 1.0 components in the photovoltaic industry. The global sales of BC components have exceeded 30GW, with anti-dust components accounting for over 10GW and being widely used in nearly 10,000 power stations. Longi Green Energy’s founder and president, Li Zhenguo, stated, “Every technology and product we launch at Longi Green Energy is the result of in-depth research, testing, and industrial exploration, aimed at providing the most valuable options for the industry and our clients.”
“If all companies adopt the same technology, relying solely on scale will not enhance profits. Only differentiated products that deliver value to customers can drive profit growth. The further segmentation of the industry is inevitable in the future,” emphasized Zhong Baoshen, Chairman of Longi Green Energy.
