BC Solar Cells Achieve Mass Production Efficiency of 27%! Related Stocks May Become New Favorites of Capital

A major technological breakthrough has arrived in the photovoltaic (PV) industry! The China Electricity Council (CEC), LONGi Green Energy, and Germany’s TÜV Rheinland jointly released the BC Solar Cell Technology White Paper, marking a new phase of innovation in PV technology. The data on BC (Back Contact) solar cells is astonishing—mass production efficiency has surpassed 27%, 1.6% higher than TOPCon technology, giving it a significant competitive edge in the PV efficiency race, akin to leading competitors by several strides in a 100-meter dash. More importantly, BC cells are continuously optimizing technical maturity and cost control, approaching the theoretical efficiency limit of crystalline silicon cells (29.1%).

In the PV industry, every 1% efficiency gain translates into substantial economic benefits. The 1.6% breakthrough achieved by BC cells is bound to attract strong attention from capital markets. Leading companies like LONGi and Aiko Solar are expected to consolidate their market positions and drive industry-wide upgrades with their BC cell technology.

However, challenges remain in scaling up from lab data to mass production. Historical experience shows that many advanced technologies struggle to replicate lab performance in real-world production due to process stability and cost control issues. Whether BC cells can maintain stable mass production efficiency and achieve large-scale commercialization remains to be seen.

Despite these challenges, the release of this white paper has injected strong confidence into the PV industry. As technological competition intensifies, will BC cells become the next benchmark, ushering in a new era of PV development? The market is watching closely.

BC Cell-Related Stocks (Battery Makers, Equipment & Material Suppliers):

• LONGi Green Energy – The world’s largest monocrystalline PV manufacturer, actively developing HPBC technology, targeting ~70GW capacity by 2025.

• Aiko Solar – A major global PERC cell supplier, known for its ABC (All Back Contact) technology, with its first-phase 6.5GW ABC production line in Zhuhai already operational (total planned capacity: 100GW).

• TCL Zhonghuan – A leading PV material supplier; its subsidiary Maxeon holds numerous IBC cell-module patents.

• Dinglong Laser – A top PV laser equipment provider, specializing in BC cell laser processing, securing major contracts for BC cell production.

• Haimuxing – Strong expertise in laser equipment, with self-developed ultrafast frequency-doubling lasers for BC cells; small-batch deliveries underway.

• Jiejia Weichuang – A global leader in PV production equipment (No.1 in PERC tools), offering full BC cell equipment solutions.

• Guangxin Materials – Specializes in photocurable electronic chemicals, with growing sales of BC cell insulation adhesives.

• First Applied Material – The world’s top PV encapsulation material (EVA/POE films) supplier, the primary BC cell film provider for LONGi and Aiko.

• Saiwu Technology – Supplies high-reflectance black backsheets for BC modules, already in mass production.