【中信建投:BC光伏组件高功率带来溢价空间,关注头部企业量产进展】金十数据10月24日讯,中信建投发文称,bc电池技术是高效光伏电池技术,当度电成本相同时,在BOS成本较高(4元/W)或屋顶单面发电(地面反射增益为0)的场景下,BC组件相比TOPCon组件溢价在7-18分/W,单W溢价较为显著。当前BC电池组件还处于相对早期阶段,成本方面还面临一定挑战,主要来源于BC电池环节的银耗、良率、设备成本3方面。展望后续,BC电池降本思路主要在于提升效率、提升良率、降低银耗、降低资本开支4个方面。
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