According to Wechat Official Account @kc13583566863, Hymson Laser has released its investor relations activity record. According to the company, it is continuously advancing the R&D of TOPCon+ technology and has taken the lead in the industry by realizing the implementation and mass delivery of back-side thinning technology, with signed contracts totaling several tens of GW. Additionally, the company has been developing related front-side technologies for about a year, and the rollout schedule will be arranged reasonably based on overall industry conditions and customer demand.
In the BC (Back Contact) direction, the company has already secured order intentions with multiple clients. However, due to changes in the market environment, downstream customers have not progressed rapidly in adopting BC technology. The company’s annual photovoltaic order target is heavily influenced by industry fluctuations. Conservatively, it is estimated that TOPCon+ will achieve newly signed orders totaling over 100 GW, doubling the total order volume compared to 2024.
Currently, Hymson's back-side thinning technology for TOPCon+ can increase efficiency by 0.15%–0.20% and improve the bifaciality rate by more than 5 percentage points. The equipment has a value of approximately RMB 8–10 million per GW. Regarding BC equipment, the company states that its competitive advantage lies in its self-developed laser sources and optical path systems. The integration of its laser sources with the control system enables functions and precision unattainable by standard products, allowing flexible customization to meet downstream clients' needs.
In terms of customers, Hymson is deeply involved in the R&D of BC technology routes for major industry clients. Its solutions have reached optimal compatibility from R&D lines to mass production lines. Therefore, once downstream clients plan to expand capacity, the company is expected to be their preferred partner. Currently, Hymson's BC equipment solutions have passed customer validation. Future sales will mainly depend on downstream clients’ capacity expansion, and the pace of BC equipment deployment throughout the year will be determined by overall market demand.
Hymson is committed to becoming a global leader in laser and automation technology innovation. Since its founding, the company has focused on cutting-edge applications of laser technology. Over the past sixteen years, it has developed laser and automation equipment for key sectors such as consumer electronics, power batteries, photovoltaic cells, sheet metal processing, and new display technologies. It also provides integrated intelligent manufacturing solutions for leading companies in these fields. Furthermore, the company is actively expanding into emerging sectors such as medical lasers and plastic welding to strengthen and enhance its industry leadership and core competitiveness.
Source：https://mp.weixin.qq.com/s/RaWprQesibUxm2m0wHYIog
