on September 5, BC battery concept stocks continued to rise. by the end of the day, dier laser (300776.SZ), inno laser (301021.SZ)20CM trading limit, yonghe intelligent control (002795.SZ), aixu trading limit <6002.73.

on the news, at today's 2023 semi-annual performance call, longji green energy (601012.SH) said in a question from investors that the company has clearly focused on BC technology route, and the pace of production expansion has been significantly accelerated. the company's next products will adopt BC technology route. The company's management said that with the emergence of BC batteries in the market, it is believed that it will gradually replace TOPCon. In the next 5 to 6 years, BC batteries will be the absolute mainstream of crystalline silicon batteries.

the so-called BC cell is Back Contact (back contact cell), which refers to the general term of various types of crystalline silicon solar cells with back contact structure, mainly including IBC, HBC, PBC, ABC, HPBC, etc. The BC battery has a front-side metal-free grid line design, which has a significant advantage in power generation.

at present, Longji green energy BC production capacity is mainly HPBC (high efficiency composite passivation back contact technology) battery project, according to the semi-annual report, the company in the first half of the HPBC battery has been put into mass production, after difficult climbing debugging process, has reached the design of the yield and efficiency targets.

flush I ask financial data show that there are currently 50 listed companies with BC-type battery-related businesses in a shares, and there are 7 companies with a correlation coefficient of more than 55%, namely dier laser, aixu shares, TCL central (002129.SZ), starfish (688559.SH), longji green energy, jiejiaweichuang (300724.SZ), Sguangxin materials (3007.537.zg). <. In addition, leading photovoltaic enterprises such as junda shares (002865.SZ), tongwei shares (600438.SH), trina solar energy (688599.SH) are also among them.

source: flush I ask for money

flush I ask financial data show that among many companies, the correlation coefficient between dier laser and BC battery business is the highest, exceeding 90%. The company's main business is the design of precision laser processing solutions and the research and development, production and sales of supporting equipment. The main products are precision laser processing equipment used in the photovoltaic industry, including PERC laser ablation equipment, TOPCon battery laser boron doping equipment, Back contact battery (BC) laser micro-etching equipment, etc. Dier Laser pointed out in its 2023 semi-annual report that the company has successfully applied laser processing technology to high-efficiency solar cell and module technologies such as PERC, TOPCon, IBC, HJT, perovskite, etc. has applied laser micro-etching equipment for back contact cells (BC) and has obtained mass production orders from customers.

in addition, the correlation coefficient between aixu shares and BC battery business is also high, close to 90%. the company mainly focuses on the R & D and manufacturing of core products of photovoltaic power generation and the integrated solution of optical storage and utilization, providing customers with solar cells, ABC components and scenario-based solutions. The company said in its semi-annual report: "The company's new generation of N-type ABC battery technology landmark project Zhuhai's first phase of 6.5GWABC battery project has been put into production during the reporting period, with an average mass production conversion efficiency of 26.5 percent. In the second half of the year, the company's N-type ABC components will be shipped in bulk, which will bring the second growth pole of the company's operating performance based on the original PERC battery business."

Source: Aixu Semi-Annual Report

aixu shares pointed out in the semi-annual report that ABC components have excellent performance such as high power, low attenuation, good temperature coefficient, beautiful front and no grid lines, and the power generation in the whole life cycle is more than 15% higher than that of PERC components with the same area.

affected by the news, yonghe intelligent control (002795.SZ) sealed the board in the afternoon. the company pointed out in the semi-annual report that pule new energy technology (taixing) co., ltd. is the industrial development platform for the company's photovoltaic cell business and is engaged in the research and development, manufacturing and sales of ultra-efficient n-type TOPCon solar cells and IBC solar cells. yinshi finance and economics called the company's securities department as an investor to inquire about the progress of BC battery related business. the securities department said that the company's BC battery is still in the research and development stage.

in addition, on the afternoon of the 5th, inno laser (301021.SZ) also responded on the investor interaction platform: "the prototype of BC cell film opening equipment introduced by the company has been delivered to customers for verification, and is currently continuously developing series of laser equipment for customers in the photovoltaic industry." the company said in its semi-annual report that in the photovoltaic field, it has not only introduced TOPCon laser SE direct doping equipment, but also deployed lasers, optical modules or key equipment for BC, perovskite and other battery technologies.

haitong international securities research paper points out that the preparation technology of n-type battery mainly includes tunneling oxide passivation contact battery (TOPCon), intrinsic thin film heterojunction battery (HJT), back electrode contact battery (XBC) and IBC, ABC, HPBC and other batteries developed based on XBC technology. TOPCon and HJT have become the mainstream of N-type batteries with more mature preparation technology, while XBC batteries rely on a more beautiful appearance, which is more suitable for household scenarios and distributed markets such as BIPV.