隆基绿能正加快BC电池技术的大规模量产，并同步拓展储能业务，力图摆脱光伏行业微利竞争的困境。2026年一季度，该公司BC组件出货占比已从去年全年的25%跃升至66.1%1，预示着这一新技术方向的战略位置不断上升。与此同时，公司BC组件成本已与TOPCon技术持平1，但面临溢价难以兑现的挑战——虽然BC组件凭借技术效率优势理论上可获得约10%的溢价1，但市场认可度尚需验证。
行业层面的压力依然严峻。TOPCon组件价格已击穿0.7元/瓦关口，接近行业现金成本线1，整个产业陷入低价竞争泥沼。隆基绿能为此制定了多管齐下的突破方案：一方面推出光储融合战略并导入ACM去银化技术1；另一方面在2026年初完成对苏州精控能源的并购1，全年储能系统出货量目标定为6GWh1。公司董事长钟宝申表示目标是"5年再造一个隆基绿能"1。技术储备方面，截至2025年底隆基已累计获BC相关专利授权510件，其中发明专利330件1，为长期竞争积累了知识产权基础。
然而业绩压力随之而来。公司预计2026年上半年将实现净亏损34亿至38亿元1，这反映了扩产投入与市场现状的矛盾。按照规划，隆基BC组件到2026年底全球出货将接近100GW1，产能与市场消化能力的匹配程度将成为关键考验。
Longi Green Energy is accelerating its transition away from the low-margin photovoltaic commodity market by scaling up BC battery cell production and expanding into energy storage systems.1 The company's BC components have reached cost parity with TOPCon technology while commanding approximately 10% price premiums based on superior efficiency advantages.1 However, the company faces challenges in realizing these premiums in the market.1
The shift is evident in output metrics: BC cell shipments surged from 25% of total production in 2025 to 66.1% in the first quarter of 2026.1 Meanwhile, TOPCon component prices have collapsed below 0.7 yuan per watt, approaching the industry's cash cost floor.1 To support its diversification strategy, Longi completed the acquisition of Suzhou Jingkong Energy in early 2026 and set a full-year energy storage system shipment target of 6 GWh.1 CEO Zhong Baoshen stated the company aims to "rebuild another Longi Green Energy over the next five years."1
The company has invested heavily in BC technology development, accumulating 510 authorized patents related to BC cells by the end of 2025, including 330 invention patents.1 Longi projects global BC component shipments will reach approximately 100 GW by the end of 2026.1 Despite these strategic advances, the company anticipates a net loss of between 3.4 billion and 3.8 billion yuan for the first half of 2026.1
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