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6GWh[1]。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100GW[1]，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]
