2026 Europe & America BC Solar Module Surge: Orders Land, Tech Leadership & the New Ntiaj Teb Siab -Efficiency PV Landscape
Nyob rau hauv lub yoj ntawm lub ntiaj teb no photovoltaic (PV) kev lag luam kho kom zoo dua ntawm high efficiency thiab zoo nkauj, Back Contact (BC) hnub ci modules tau txuas ntxiv mus nce lub zog nyob rau hauv cov European thiab American lag luam, cia siab rau lawv cov tseem ceeb zoo ntawm gridless tsim thiab ultra-siab conversion efficiency. Raws li lub Plaub Hlis 2026, BC modules tau nkag mus sai sai los ntawm thaj chaw faib cov xwm txheej mus rau qhov loj - nplai hauv av- cov chaw nres tsheb fais fab, dhau los ua lub cav tseem ceeb rau kev loj hlob ntawm European thiab Asmeskas PV kev lag luam. Tsab ntawv xov xwm no yuav qhia meej txog qhov kev txhim kho tshiab tshaj plaws ntawm BC hnub ci modules hauv Tebchaws Europe thiab Amelikas, sib txuas cov kev txiav txim zaum kawg, cov nqi sib tw, kev siv thev naus laus zis, thiab cov qauv kev sib tw ua lag luam, los pab cov neeg koom tes hauv kev lag luam txeeb cov hauv kev lag luam.
I. European Kev Ua Lag Luam: Cov Tub Ntxhais Sib Tw rau BC Modules nrog Kev Loj Ntiag Tug -Scale Order Landings
Raws li ib qho ntawm cov tseem ceeb hauv ntiaj teb PV kev lag luam, Tebchaws Europe muaj kev xav tau rau siab -kev ua tau zoo, zoo nkauj, thiab hloov tau lub hnub ci modules. Tam sim no, nws tau dhau los ua thaj av uas muaj qhov nkag siab tshaj plaws thiab tus nqi tseem ceeb tshaj plaws rau BC modules hauv ntiaj teb. Ntau lub tuam txhab ua lag luam tau nce lawv qhov kev teeb tsa, thiab cov khoom loj - tus nqi xaj tau nce siab heev.
1. Longi Green Energy: Sustained Leadership with Core Projects Landed in Multiple European lub teb chaws
Raws li tus thawj coj hauv BC thev naus laus zis, Longi Green Energy tau yeej ntau qhov kev txiav txim hnyav hauv European kev ua lag luam nrog nws Hi-MO 9 series HPBC modules, ntxiv kev sib koom ua lag luam nws txoj haujlwm. Thaum ntxov 2026, Longi koom tes nrog Solarpro muab tag nrho Hi-MO 9 modules rau 450MW photovoltaic fais fab chaw nres tsheb hauv Hungary. Qhov project no tau dhau los ua qhov loj tshaj plaws BC photovoltaic fais fab chaw nres tsheb nyob rau hauv cov teb chaws Europe mus txog rau tam sim no, nrog ib xyoos ib xyoos lub zog tsim muaj peev xwm ntawm 470GWh tom qab ua tiav, uas yuav pab txhawb Hungary lub zog hloov.
Tsis tas li ntawd, thaum Lub Ib Hlis 2026, Longi tau kos npe rau daim ntawv cog lus 300MW nrog Western European distributor BM Energy los muab HPBC 2.0 modules, tsom rau cov tub ntxhais European PV kev lag luam xws li lub teb chaws Yelemees; 282MW photovoltaic project hauv Romania tau kos npe rau lub Cuaj Hli 2025 yuav raug muab tso rau hauv kev ua haujlwm hauv 2026. Raws li qhov loj tshaj plaws hnub ci zog hauv Romania, qhov project no yuav siv ntau tshaj 430,000 Hi-MO 9 modules nrog kev ua haujlwm ntawm 24.8%; Nyob rau tib lub sijhawm, Longi kuj tau koom tes nrog Chiron Energy los muab Hi-MO 9 modules rau loj- nplai hauv av- mounted fais fab chaw nres tsheb hauv ltalis los ntawm 2026 txog 2027, txuas ntxiv nthuav dav nws cov qauv hauv European lag luam.
2. Aiko Hnub Ci: Ua txhaum Scene txwv nrog kev ua txhaum loj hauv - nplai av - Chaw nres tsheb fais fab kev txiav txim
Aiko Solar tau ua tiav qhov kev ua tiav loj hauv kev ua lag luam nyob sab Europe nrog cov txiaj ntsig tseem ceeb ntawm nws cov ABC series BC modules. Thaum Lub Peb Hlis 2026, Aiko tau kos npe rau daim ntawv cog lus kev koom tes nrog Neoen los muab 600MW ABC modules rau loj- nplai hauv av- mounted fais fab mov hauv ntau lub tebchaws nyob sab Europe xws li Fabkis, Ireland, thiab Ltalis. Qhov sib txawv ntawm cov kev xav ib txwm muaj uas BC modules tsuas yog tsim nyog rau cov xwm txheej sib faib, Aiko's ABC modules tau ua tiav los ntawm qhov kev txwv qhov xwm txheej thiab dhau los ua cov khoom lag luam nyiam rau loj - nplai av- mounted fais fab chaw nres tsheb vim lawv zoo heev - qhov kub thiab txias kev ua tau zoo thiab qis BOS nqi.
3. Kev Ua Lag Luam Tus Nqi thiab Cov Nyiaj Them Nqi: Tight Supply and Demand Drive Steady Prices
Raws li Q1 2026 cov ntaub ntawv kev lag luam, tus nqi ntawm BC modules hauv Tebchaws Europe tau qhia txog kev nce siab ntxiv nrog cov txiaj ntsig tseem ceeb. Ntawm lawv, nyob rau hauv kev lag luam thiab kev lag luam faib scenario, tus nqi ntawm BC modules yog hais txog 0.172-0.180 EUR/W, nce 12.7% piv nrog rau thaum pib ntawm 2026; tus nqi ntawm cov vaj tse tag nrho-dub BC modules nce mus txog 0.230-0.240 EUR / W (sib npaug li 0.25 USD / W) vim lawv qhov zoo nkauj zoo nkauj, nrog qhov pom tseeb qhov chaw zoo.
Cov ntsiab lus tseem ceeb uas ua rau tus nqi nce feem ntau suav nrog: Tuam Tshoj qhov kev tshem tawm ntawm cov se rov qab rau BC modules, qhov nce ntxiv hauv cov nqi nyiaj thoob ntiaj teb, kev thov kom muaj zog hloov pauv hauv Tebchaws Europe, thiab kev lees paub ntawm gridless, siab -kev ua tau zoo, thiab cov yam ntxwv zoo nkauj ntawm BC modules (nrog rau kev hloov pauv siab tshaj plaws ntawm 26.6%) hauv khw. Cov khoom siv nruj thiab cov qauv xav tau yog qhov nyuaj kom yooj yim rau lub sijhawm luv.
II. North American Market: Kev loj hlob ruaj khov nrog siab -Xaum faib cov xwm txheej raws li qhov tseem ceeb
Piv nrog rau kev loj hlob tawg ntawm European kev ua lag luam, BC modules hauv North American lag luam (tseem ceeb rau Tebchaws Meskas) tau qhia txog kev loj hlob tsis tu ncua. Tam sim no, kev lag luam nplai tseem me dua li cov teb chaws Europe, tab sis nws muaj peev xwm loj hlob zoo, tsom mus rau qhov siab -qhov kawg thaj chaw thiab kev lag luam / kev lag luam faib cov xwm txheej.
Tam sim no, ua lag luam Suav PV xws li Longi, JinkoSolar, thiab Trina Hnub Ci tau nrawm rau kev nkag mus ntawm BC modules hauv North American lag luam los ntawm kev koom tes nrog cov neeg muag khoom hauv North American. Ntawm lawv, tag nrho cov -dub BC modules tau txais txiaj ntsig zoo hauv kev ua lag luam siab -kawg thaj chaw vim lawv cov tsos yooj yim heev, uas haum rau kev kho kom zoo nkauj ntawm siab -kawg villas hauv North America, nrog tus nqi ntawm 0.02-0.03 USD / W.
Nyob rau theem ntawm txoj cai, Txoj Cai Kev Lag Luam Kev Lag Luam (ITC) txoj cai hauv Teb Chaws Asmeskas Txoj Cai txo nqi txo nqi (IRA) muab kev txhawb zog rau kev tsim cov PV faib, tsis ncaj qha rau kev loj hlob ntawm BC module thov; Txawm li cas los xij, tib lub sijhawm, cov nqi xa khoom siab tshaj plaws los ntawm Tebchaws Meskas rau Suav PV modules tau yuam qee lub tuam txhab pib npaj cov peev txheej tsim khoom hauv cheeb tsam hauv North America. BC modules tau dhau los ua qhov kev xaiv tseem ceeb rau cov lag luam 'cov peev txheej tsim khoom hauv zos vim lawv tus nqi siab thiab cov txiaj ntsig zoo.
Hais txog kev sib tw hauv zos, Asmeskas cov lag luam hauv zos xws li SunPower txuas ntxiv txhawb kev iteration ntawm IBC thev naus laus zis, tab sis txwv los ntawm kev tswj hwm tus nqi thiab kev tsim khoom lag luam, lawv cov kev lag luam tau maj mam raug nyem los ntawm siab -kev ua tau zoo Suav BC modules, thiab kev sib tw ntawm Suav lag luam hauv North American BC kev lag luam yog tsis tu ncua.
III. Accelerated Core Technology Iteration, txo nqi thiab txhim kho kev ua tau zoo ua tus tseem ceeb ntawm kev sib tw
Nyob rau hauv 2026, thev naus laus zis iteration ntawm BC modules txuas ntxiv mus nrawm, nrog rau kev ua kom zoo ib txhij thiab kev ua kom zoo ntawm tus nqi, dhau los ua qhov tseem ceeb ntawm kev sib tw thoob ntiaj teb PV kev lag luam, thiab tseem muab kev txhawb nqa rau kev loj hlob tsis tu ncua ntawm European thiab Asmeskas kev lag luam.
1. Kev ua haujlwm tsis tu ncua hauv kev hloov pauv kev ua tau zoo, ntxiv qhov ua tau zoo ntawm kev ua tau zoo
Tam sim no, kev hloov dua siab tshiab ntawm cov khoom lag luam thoob ntiaj teb BC modules tau mus txog 25.5% -26.6%, ntawm cov Longi's HPBC 2.0 modules muaj kev ua tau zoo tshwj xeeb, siab dua li cov qauv PERC thiab mainstream TOPCon modules. Lawv muaj qhov zoo tshaj plaws hauv kev tsim hluav taws xob hauv ib cheeb tsam thiab tuaj yeem hloov kho kom zoo dua rau cov kev xav tau ntawm cov haujlwm PV sib txawv hauv Tebchaws Europe thiab Asmeskas.
2. Kev nrawm nrawm nyiaj-Cov txheej txheem pub dawb, Phased Progress nyob rau hauv tus nqi optimization
Cov nqi muab tshuaj txhuam nyiaj yog ib feem tseem ceeb ntawm cov nqi tsim khoom ntawm BC modules. Tam sim no, cov nyiaj paste noj ntawm BC modules yog txog 110-120mg ib thooj. Xyoo 2026, cov tuam txhab PV thoob ntiaj teb tab tom ua kom muaj kev lag luam ntawm tooj liab electroplating technology, nrog rau lub hom phiaj tseem ceeb ntawm kev txo cov nyiaj siv ntawm BC modules kom tsawg dua 90mg ib thooj, uas yuav tsum txo tus nqi ib watt los ntawm 0.003-0.005 USD, ntxiv rau cov nqi sib txawv ntawm lawv cov kev txhawb nqa loj thiab kev txhawb nqa loj.
3. Kev sib piv ntawm BC Modules thiab TOPCon Modules: Cov yam ntxwv hauv European thiab Asmeskas Kev Lag Luam
Hauv European thiab Asmeskas kev lag luam, BC modules thiab TOPCon modules tsim cov qauv sib txawv sib txawv, txhua tus muaj qhov zoo ntawm cov xwm txheej sib txawv. Qhov kev sib piv tshwj xeeb yog raws li hauv qab no:
|
Yam ntxwv |
BC modules |
TOPCon Modules |
Kev cuam tshuam rau European & Asmeskas Kev Lag Luam |
|
Pem hauv ntej tsos |
Gridless, tag nrho -dub thiab zoo nkauj |
Nrog kab sib chaws, kev zoo nkauj dav dav |
BC modules yog qhov zoo tshaj plaws, nrog cov nqi tseem ceeb hauv thaj chaw thiab kev lag luam / kev lag luam faib cov xwm txheej |
|
Hloov ua tau zoo |
25.5%-26.6% |
25%-26% |
BC modules siab dua me ntsis, nrog 5-8% ntau lub zog tsim hluav taws xob hauv ib cheeb tsam dua li TOPCon modules |
|
Bifaciality Rate |
70%-80% |
85%-90% |
Loj - nplai av- mounted fais fab chaw nres tsheb: TOPCon modules yog superior; Distributed scenarios: BC modules tsis muaj kev cuam tshuam pom tseeb |
|
Kub Coefficient |
Zoo dua (-0.30 ~ -0.32% / degree) |
Zoo (-0.33 ~ -0.35% / degree) |
BC modules yog qhov haum rau siab - qhov kub thiab txias ib puag ncig hauv Tebchaws Europe thiab North America lub caij ntuj sov, nrog lub zog tsim hluav taws xob zoo dua |
IV. Outlook rau Q2 2026 thiab yav tom ntej Trends
Ua ke nrog kev txhim kho tam sim no ntawm BC module lag luam hauv Tebchaws Europe thiab Amelikas, nws xav tias hauv Q2 2026 thiab lub sijhawm yav tom ntej, kev lag luam yuav qhia plaub qhov kev loj hlob loj, txuas ntxiv txhawb cov txheej txheem tseem ceeb ntawm BC modules hauv European thiab Asmeskas kev lag luam.
1. Kev lees paub ntawm Mainstream Status, Nruam Sib Nqus ntawm Scene Penetration
BC thev naus laus zis tau dhau los ua qhov kev xaiv tseem ceeb hauv European thiab Asmeskas cov lag luam PV faib los ntawm yav dhau los "niche siab- siv tshuab ua tau zoo". Tib lub sijhawm, nrog kev tsaws ntawm Aiko's 600MW loj- nplai av- mounted fais fab chaw nres tsheb xaj, daim ntawv thov ntawm BC modules loj - nplai av- mounted fais fab chaw nres tsheb kuj yuav maj mam nthuav, nrog tas li tob tob ntawm scene nkag.
2. Sustained High Premium Trend, Tight Supply thiab Demand Pattern nyuaj hloov nyob rau lub sij hawm luv
Nyob rau hauv lub sij hawm luv luv, cuam tshuam los ntawm tej yam xws li nruj ntiaj teb no BC module ntau lawm muaj peev xwm muab khoom, nce raw khoom nqi, thiab muaj zog thov nyob rau hauv lub European thiab American lag luam, tus nqi siab ntawm BC modules nyob rau hauv cov European lag luam (0.015-0.03 USD / W) yuav tsum tau khaws cia, ua lub hauv paus loj hlob point ntawm PV tuam txhab 'profits.
3. Kev sib tw ua lag luam muaj zog, thev naus laus zis thiab tus nqi ua cov teeb meem tseem ceeb
Tam sim no, txog 20 lub ntiaj teb PV loj loj (xws li Longi, Aiko, Tongwei, Trina, JinkoSolar, thiab lwm yam) tau nkag mus rau BC technology khiav. Hauv 2026-2027, qhov ceev ntawm kev siv thev naus laus zis thiab kev tswj hwm tus nqi yuav dhau los ua cov teeb meem tseem ceeb rau kev lag luam kev sib tw, thiab kev lag luam concentration yuav tsum txhim kho ntxiv.
4. Muaj peev xwm tso tawm ntawm North American Market, Kev Tsim Nyog Hauv Zos yog tus yuam sij
Yog tias US PV kev lag luam teeb meem yooj yim nyob rau yav tom ntej, lossis lub peev xwm tsim khoom hauv zos ntawm cov tuam txhab suav hauv North America tau ua tiav kev ua haujlwm, North American lag luam yuav tsum rov ua dua qhov kev loj hlob tawg ntawm BC modules hauv Tebchaws Europe thiab dhau los ua lwm txoj hauv kev loj hlob ntawm lub ntiaj teb BC module lag luam.
Feem ntau, European thiab Asmeskas BC hnub ci module lag luam hauv 2026 yog nyob rau lub sijhawm kub ntawm kev loj hlob sai, nrog ntau yam zoo xws li kev txiav txim tawg, kev siv thev naus laus zis, thiab nthuav dav. Kev lag luam muaj kev nthuav dav dav. Nyob rau hauv lub neej yav tom ntej, peb yuav ua tib zoo saib xyuas qhov tseeb tiam sis ntawm BC module lag luam nyob rau hauv cov teb chaws Europe thiab Amelikas, muab cov ntaub ntawv raws sij hawm thiab dav siv rau cov neeg koom tes kev lag luam.
Cov Ntaub Ntawv Keeb Kwm
1. Longi Green Energy Tshaj Tawm Tshaj Tawm (2026 Q1-Q2)
2. Aiko Solar Ntiaj Teb Kev Koom Tes Xov Xwm Tshaj Tawm (Lub Peb Hlis 2026)
3. European Photovoltaic Industry Association (EPIA) Kev Lag Luam Tshaj Tawm (Q1 2026)
4. US Department of Energy (DOE) PV Industry Development Report (Plaub Hlis 2026)
5. Ntiaj teb no Solar PV Kev Tshawb Fawb Kev Lag Luam Tshaj Tawm los ntawm BloombergNEF (2026)
6. Kev Tshaj Tawm Kev Koom Tes ntawm Solarpro, Neoen, BM Zog thiab lwm yam lag luam
Ntsiab lus
2026 BC Hnub Ci Modules; Teb chaws Europe & America PV Market; BC Module Orders; HPBC modules; ABC modules; PV Technology Iteration; Hnub Ci Module Nqe; North American PV Txoj Cai; ITC Txoj Cai; BC vs TOPCon