HJT Scales Up: Dinto’s 1GW Win Signals the End of TOPCon Dominance

While European residential installers are still getting comfortable with n-type TOPCon, the utility-scale sector in China is already signaling the next major technology pivot. Dinto Solar’s 1 GW win for Datang isn't just another procurement headline; it’s definitive proof that Heterojunction (HJT) has officially broken out of its "boutique technology" cage. When a state-owned giant like Datang commits to a gigawatt-scale HJT rollout for the 2026-2027 cycle, it forces the entire supply chain to achieve economies of scale that will inevitably spill over into the European market.

The Death of the 'HJT is too expensive' Narrative

For years, the pitch for HJT was simple: superior temperature coefficients (often as low as -0.24%/°C) and higher bifaciality, but at a price point that made the LCOE (Levelized Cost of Energy) math difficult for anyone but premium residential players. That math is breaking. We are seeing HJT manufacturing costs drop toward parity with TOPCon as silver consumption—the traditional HJT margin killer—is slashed through silver-coated copper and 0BB (zero busbar) designs. If Dinto can win a 1GW bid against the aggressive pricing of TOPCon incumbents like Jinko or Trina, the price gap is functionally closed.

The Iberian Yield Advantage

For project developers in Portugal and Southern Spain, this is a massive market signal. In these regions, where cell temperatures frequently exceed 65°C, HJT’s lower degradation and thermal stability can offer a 3-5% yield advantage over TOPCon. As Dinto and competitors like Huasun or Risen scale up to meet these massive Chinese domestic bids, the surplus of high-efficiency HJT modules hitting European ports will make them the logical choice for C&I projects by late 2025.

• Capex Comparison: Watch for HJT modules to land within €0.015/Wp of TOPCon by mid-2026.
• Portfolio Planning: Don't sign long-term supply agreements for TOPCon that extend into 2027 without a technology pivot clause.