Longji Green Energy: Rewriting the Rules of the Game

" The real generosity to the future is to give everything to the present ." In the broadcast of the World Cup in the United States, Canada and Mexico, the famous French writer Camus, quoted by the CCTV commentator, appropriately interpreted the technological innovation of the photovoltaic industry.

Recently, a number of leading photovoltaic industry disclosed the first half of the performance forecast, the main industry chain enterprises are still in the "blood loss" dilemma, 24 main industry chain enterprises have a total loss of up to 20 billion.

The photovoltaic industry has been in the deep adjustment of the downward cycle for three years, and the "pain" of overcapacity, serious homogenization and continuous price roll-up continues to plague. Most enterprises focus on increasing revenue and reducing expenditure, reducing costs and increasing efficiency, and strive to survive this cruel round of elimination. In this extraordinary period, enterprises that still adhere to technological innovation to promote the industry through the cycle are even more precious.

On July 14, on the campus of Shanghai Jiaotong University, Longji Green Energy held a conference on innovative technology of photovoltaic storage with the theme of " technology forest ", and threw out eight technological innovations in one breath around the manufacturing of BC technology industry chain, many of which abandoned the traditional manufacturing mode of photovoltaic cells, and achieved the goal of "photovoltaic storage". It opens up a new logical structure. The "new logic"

of Longji Green Energy is different from the past. This time, Longji focused on eight technological innovations: ACM (Nano Alloy Matrix Contact) technology, integrated conductive backplane technology, lamination technology, hidden bus technology, temperature control alloy interconnection technology, and intelligent innovations." What is really defined as "subversive" is ACM technology and integrated conductive backplane technology, which breaks the technological shackles of traditional photovoltaic cell manufacturing from the two underlying dimensions of material and structure.

ACM nano-alloy matrix contact technology is an innovative grid line technology independently developed by Longji, which relies on nano-alloy materials and new matrix contact technology to achieve a key breakthrough in the industry. At the material level, ACM achieves a reduction in gate line resistance to half of conventional TOPCon. Longji's own analogy is very vivid-the conductive channel is equivalent to expanding from "two lanes" to "ten lanes" at high speed, which greatly improves the efficiency of current transmission. At the process level, the matrix contact technology enables precise partitioning of the contact and transport layers: the current collector layer reduces recombination losses with minimal contact area, and the current transport layer ensures more uniform current output.

What is more breakthrough is that ACM technology abandons the traditional silver-clad copper, electroplated copper, copper-aluminum substitution, and other traditional de-silvering schemes. Self-developed nano-alloy slurry is used to replace the traditional ". At present, ACM technology has achieved mass production of 21 GW capacity in Longji Xixian Base. The efficiency and reliability of battery and component products have been upgraded from the mass production level.

More importantly, it relies on integrated conductive backplane technology." Longji also opens up new space for other technological innovations: lamination technology relies on its 40-micron thin metal foil and low-temperature interconnection process to overcome the problems of stress concentration and fragmentation of traditional laminations; Concealed bus technology eliminates crush damage at the source by replacing traditional thick solder strips of more than 250 microns with thin metal foils.

From battery metallization, component structure packaging to system intelligent operation and maintenance, Longji focused on BC battery technology, combed all aspects of battery manufacturing, and completed many shortcomings of BC technology industrialization. ACM solves material bottleneck, integrated conductive backplane solves architecture bottleneck, lamination, hidden bus bar, temperature control alloy interconnection solves structure optimization, intelligent components and LONGi One OS solve system intelligence. Eight innovative technologies work together to support each other, and each innovation combines with each other to produce a multiplier effect .

At the press conference on the same day, Li Zhenguo, founder and chief technology officer of Longji Green Energy, made a calculation: if the above technologies are superimposed, the maximum power can reach 690 W under the standard component size of 2382x1134. From the underlying law of technology iteration,

Li Zhenguo interpreted the core connotation of Longji's concept of " technology forest": all technologies do not exist in isolation, like vegetation in the forest, they grow independently and are related to each other, and can be freely combined and continuously iterated. New products, new schemes and new routes are derived to adapt to different scenarios.

"In the future, we can also combine several technology trees at will from this technology forest, which is a product that can solve the pain points of customers." Li Zhenguo said.

This also means that Longji will guide the competition of photovoltaic industry technology, from the competition of single battery technology in the past to the competition of full-link, modular and growable technology ecology.

that in recent years, TOPCon technology lines have the advantages of fast production capacity and high process compatibility." It has rapidly completed large-scale popularization, but it has also fallen into the dilemma of serious homogenization, approaching efficiency ceiling and limited cost reduction space.

As a former "minority" line, BC technology represented by Longji and Aixu, two leading enterprises, is accelerating to seize high-end distributed and high-efficiency power plants and other markets in recent years, relying on the innovative advantages of systematization and modularization, and gradually accelerating market penetration, thus gaining more and more recognition from the industry.

In recent years, BC's ecosphere is also expanding rapidly. According to Digital New Energy DataBM

, Longji's demonstration of systematic innovation capability further widens the gap between BC leaders and followers. It will also accelerate more photovoltaic enterprises to move closer to the BC technology route.

It can be said that the current BC technology has gradually moved from the "lone brave" of "two heroes leading the way" to the "mainstream technology".

"It is entirely possible that the market share of BC technology batteries will increase from 10% to 50% in the next five to eight years," said Professor Shen Wenzhong, director of the Solar Energy Research Institute of Shanghai Jiaotong University, who attended the conference that day. " The development of the next generation technology will revolve around BC .".

"single parameter competition" to "full chain capability competition" , which further raises the technical ceiling of BC and widens the gap between itself and its followers.

With the gradual expansion of the BC camp, there will still be many people in the industry who are beginning to worry about whether the BC technology competition stage is coming again? Will it also slide into the dilemma of overcapacity, technology involution and serious homogenization?

It can be seen that the threshold of BC technology is not low, and there is a huge "time lag" in technological innovation, but behind this "advance", we can see that enterprises can still hold the "first heart", endure loneliness and withstand temptation in the period of rapid development of the industry. Insist on the persistence and firmness of crossing the cycle with innovative technology.

" On the one hand, under the shadow of serious overcapacity, extreme low-price competition and continuous losses of the whole industry, The photovoltaic market has entered the "extreme sprint" stage.

On the other hand, the competent authorities continuously wield a number of powerful policy combinations from multiple dimensions, and use new mandatory national standards such as energy consumption and energy efficiency to speed up the elimination of backward and inefficient production capacity. Three mandatory national standards for photovoltaic energy consumption and efficiency will be implemented on January 1, 2027, and analysts expect to withdraw about 30% of the total photovoltaic capacity.

All kinds of signs reveal that the photovoltaic industry is about to usher in a turning point in the current cycle. Enterprises with advanced technology and production capacity, high value-added products and services will be the winners of this round of industry "elimination competition".

This also means that the development logic and competition rules of the future industry have begun to change, gradually shifting from "price war" to "value war ", but essentially it is a hierarchical competition of technological innovation capability. Only by sticking to the long-term doctrine, cultivating the underlying technology and having the ability of continuous innovation, can enterprises jump out of the dilemma of involution and cross the industry cycle.