隆基绿能(601012.SH):计划今年BC组件出货量在组件总出货量中的占比将达到65%以上

中金财经
May 29

  格隆汇5月29日丨隆基绿能(601012.SH)在投资者互动平台表示,公司已成功开发纳米合金矩阵式接触(ACM)技术平台,实现了BC新型金属化材料及全链条技术的产业化突破,目前正在推进规模化产能建设,预计2026年6月将建成20GW产线,以突破性技术提升BC产品成本竞争力。针对集中式不用应用场景,公司已推出“龙渊”、“澡雪”等不同系列组件产品。2026年第一季度,公司BC组件销量8.34GW,公司计划今年BC组件出货量在组件总出货量中的占比将达到65%以上。   

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