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Xian LONGi Silicon Materials Corp

LONGi Green Energy Technology Co., Ltd. manufactures and sells monocrystalline silicon wafers, solar modules, and green hydrogen equipment in China, Europe, the Asia Pacific, and the United States. The company offers monocrystalline silicon wafers, including tere, p-type, and n-type silicon wafers; high conversion rate components comprising Hi-MO X10, Hi-MO 9, Hi-MO 7, Hi-MO X6 Max, Hi-MO X6, Hi-MO 5m, and Hi-MO 5; green hydrogen production equipment that include ALK Hi1 and ALK G; and building photovoltaics, such as LONGi Hi ROOF S and E, as well as Longji Longding 6 and Longjin 3. It also provides solutions for distributed photovoltaic power stations, ground-mounted photovoltaic power stations, and building-integrated photovoltaics. The company was formerly known as Xi'an LONGI Silicon Materials Corp. and changed its name to LONGi Green Energy Technology Co., Ltd. in January 2017. LONGi Green Energy Technology Co., Ltd. was founded in 2000 and is based in Xi'an, China.

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Electrification & Mobility

China plans faster rollout of renewable-energy recycling rules

China plans to accelerate rules governing the recycling and reuse of electric-vehicle batteries, wind turbines and solar equipment, Bloomberg reported on Sunday, citing state broadcaster China Central Television. The government aims to establish a closed-loop system for waste generated by the renewable-energy industry before 2030, with officials from the National Development and Reform Commission saying the framework would cover the full process of recovering and reusing waste throughout the supply chain. The measures will form part of China's circular-economy strategy for the 2026-to-2030 period, addressing gaps in capacity to recycle ageing equipment from rapidly expanding clean-energy industries, including photovoltaic panels, wind-power installations and EV batteries. Authorities will enforce requirements that electric vehicles be scrapped together with their batteries, and the government plans to crack down on illegal recycling and dismantling, which can create environmental and safety risks and divert valuable materials away from regulated recovery channels. Separate measures will support national laboratories researching resource recycling, and China will also upgrade its capacity to dismantle used industrial machinery, vehicles and electronic products.
Investing.com·10dRead more ▾
Energy Transition & Power Demand

Perovskite investment and financing exceeds 5 billion yuan this year, space photovoltaics becomes a new hotspot

Investment and financing in the perovskite photovoltaic sector has exceeded 5 billion yuan this year, with space photovoltaics emerging as a new scenario attracting capital. According to incomplete statistics by 21st Century Business Herald reporters, 10 unlisted perovskite companies announced new financing this year, totaling more than 1 billion yuan; 4 A-share companies announced investments in perovskite tandem cell projects, with a cumulative amount exceeding 4 billion yuan. GCL Photoelectric announced on August 3 the completion of a D1 round of financing exceeding 100 million yuan, led by Jinxin Capital, with Sequoia China, Suzhou Asset Management, and Xiang'an Venture Capital participating. Dazheng Micro-Nano completed a B round of financing in July, with Fujian Investment Group as the investor. LONGi Green Energy plans to invest about 203 million yuan to build a 100MW high-efficiency crystalline silicon/perovskite tandem cell pilot production line. JA Solar plans to invest 210 million yuan to transform one 72-cell module production line into a perovskite tandem module production line. Maxwell Technologies plans to invest about 3.5 billion yuan to build a perovskite tandem cell complete equipment project. Sansi New Materials will spend 240 million yuan to build a perovskite tandem cell technology research and development experimental base. Industry insiders believe that perovskite cells' potential for thinning, large-area production, and significant cost reduction is highly suited to space photovoltaics and commercial aerospace scenarios, and is expected to become the core technology route for space photovoltaics in the long term.
21世纪经济·14dRead more ▾
Energy Transition & Power Demand

Five Solar Giants Project First-Half Losses Exceeding 13 Billion Yuan; Anti-Cutthroat-Competition Policies Roll Out, Lifting the Sector

The solar equipment sector has recently bottomed out and rebounded, with leaders such as LONGi Green Energy, JinkoSolar, and Tongwei shares bouncing back. However, five giants together project combined net profit attributable to the parent company for the first half of 2026 at a loss of 13.78 billion to 15.76 billion yuan. Since July, three mandatory national standards for the solar sector have been released, covering key links across the entire industrial chain including polysilicon, wafers, modules, and inverters. Set to take effect on January 1, 2027, they will accelerate the elimination of outdated capacity. Subsequently, the group standard General Principles for Cost Accounting Models in the Solar Industry was introduced, and the State Administration for Market Regulation went to Yancheng to conduct price compliance guidance, steering the industry from competing on price to competing on value. Tian Lihui, a finance professor at Nankai University, believes that administrative force correcting cutthroat competition combined with spot prices bottoming out creates a resonance between a policy bottom and a market bottom, but digesting the supply-demand gap still requires patience in market clearing. A research report from Soochow Securities projects global new solar installations at 547 gigawatts in 2026, down 11 percent year-on-year, with a return to growth expected in 2027, and notes that the overcapacity situation persists while strong energy efficiency standards will accelerate the exit of backward capacity. Leading companies are actively expanding their second curve. Trina Solar's energy storage and distributed systems business is contributing positive profits, and LONGi Green Energy is advancing its BC technology and integrated solar-storage layout. Experts advise investors to focus on leaders with technological barriers and solid cash flow, while being wary of the risk that capacity clearing falls short of expectations.
;光储融合与算电协同·23dRead more ▾
Energy Transition & Power Demand5

TSE accelerates development of Solar Big Lot phases 1–2 with total capacity of 229.06 megawatts

Thai Solar Energy Public Company Limited, or TSE, is pressing ahead with the development of the Solar Big Lot project phases 1–2, which have a combined installed capacity of 229.06 megawatts. The first phase comprises four projects with a total installed capacity of 30.20 megawatts, targeting commercial operation date, or COD, in early 2027. The remaining 24 projects, with a combined installed capacity of 198.86 megawatts, will gradually come online between 2028 and 2030. Chief Executive Officer Dr. Cathleen Maleenont stated that this project will be a key driver of revenue growth, reduce debt levels, and strengthen the business over the long term. The company has also signed cooperation agreements with world-leading solar panel manufacturers LONGi and Astronergy, as well as inverter maker Sungrow, to support the project's execution as planned.
HoonVision·24dRead more ▾
Energy Transition & Power Demandimpact 4

Top Three Solar Giants Project Combined First-Half Losses Exceeding 10 Billion Yuan, Early Signs of Industry Inflection Point Emerge

First-half earnings forecasts for the solar industry show that LONGi Green Energy, Tongwei Co., and TCL Zhonghuan together expect losses exceeding 10 billion yuan. According to an incomplete tally by China Business News reporters, 21 listed solar companies that have disclosed forecasts project combined losses of 13 billion to 16.8 billion yuan. Among them, Tongwei expects a loss of 4.8 billion to 5.4 billion yuan, the largest in the industry; LONGi Green Energy anticipates a net loss of 3.4 billion to 3.8 billion yuan; and TCL Zhonghuan expects a loss of 3 billion to 3.3 billion yuan, though its loss margin has narrowed by 22.21% to 29.28% year-on-year. Wang Bohua, former secretary-general of the China Photovoltaic Industry Association, said at a semi-annual meeting in Ningbo that the industry is facing a triple squeeze from supply-demand mismatch, shrinking demand, and escalating trade barriers, with the deep adjustment cycle still lengthening. However, the auxiliary materials segment has bucked the trend. Deye Co. projects first-half net profit of 2.668 billion to 2.728 billion yuan, up over 75% year-on-year; First Applied Material's net profit rose 75.35% year-on-year. Industry analysts believe that with the release of mandatory national standards, the exit of outdated capacity, and the deepening of electricity market reforms, solar feed-in tariffs are showing signs of bottoming out and rebounding, and an industry inflection point may not be far off.
第一财经·33dRead more ▾
Energy Transition & Power Demandimpact 4

Chinese Solar Stocks Surge on News of Government Excise Tax

Shares of major Chinese solar cell and battery manufacturers rose after the Chinese government announced it will impose an excise tax on solar cells and lithium batteries. Longi Green Energy Technology Co. gained 2.4 percent, Jinko Solar Co. rose 1.8 percent, and Contemporary Amperex Technology Co. jumped 4.3 percent in Shenzhen trading and surged 3.4 percent in Hong Kong. Chinese authorities announced on Friday that a 2 percent excise tax will be levied on lithium-ion batteries starting September 2026, before rising to 4 percent in September 2027, while solar cells will be taxed at 2 percent from April 2027 and increase to 4 percent from April 2028. The Chinese government had previously exempted both products from excise tax in 2015, which led to rapid capacity expansion, resulting in oversupply and price wars, especially in the solar cell industry, which has suffered accumulated losses for more than two years. Recently, the Chinese government has stepped up efforts to curb overproduction by imposing stricter national efficiency standards for solar cell and polysilicon products.
InfoQuest·38dRead more ▾
Critical Materials & Supply Chain

Multiple Companies on Shanghai and Shenzhen Exchanges Release Half-Year Performance Forecasts; Tianqi Lithium's Net Profit Expected to Surge Nearly 50-Fold

On the evening of July 14, numerous listed companies on the Shanghai and Shenzhen stock exchanges released their half-year performance forecasts and major event announcements. Tianqi Lithium expects its net profit attributable to the parent company for the first half of the year to be between 2.85 billion and 4.25 billion yuan, representing a year-on-year increase of 3,276.35% to 4,934.91%, one of the highest growth rates. Yangtze Optical Fibre and Cable, Litong Electronics, and Estun Automation all expect net profit growth exceeding tenfold, with Litong Electronics seeing significant growth in its computing power distribution business. The photovoltaic industry remains under pressure, with LONGi Green Energy forecasting a loss of 3.4 billion to 3.8 billion yuan, and Tongwei Co. forecasting a loss of 4.8 billion to 5.4 billion yuan. In terms of major events, Changxin Technology has set its issue price at 8.66 yuan per share, with a total offering size of 57.919 billion yuan, and subscriptions will open on July 16. CICC's application to absorb and merge Dongxing Securities and Cinda Securities has been accepted by the China Securities Regulatory Commission. Saiyi Information plans to purchase high-performance computing power servers for no more than 5.079 billion yuan. Additionally, several companies disclosed share increase or decrease plans, with Seres directors and senior management planning to increase their holdings by 119 million to 154 million yuan, and Jingwei Hirain and Runjian Co. planning share buybacks.
Eastmoney·44dRead more ▾
Energy Transition & Power Demand

LONGi Awarded 2026 Climate Lighthouse Outstanding Case for Zero-Carbon Heating Project

LONGi Green Energy Technology Co., Ltd. has been recognized as an Outstanding Case of the 2026 Climate Lighthouse for its Battery Manufacturing Heating Self-Balancing and Zero External Heat Sourcing Project. The award was announced during the Shanghai Climate Week conference themed Chain the Future, Co-create a New Climate Lighthouse Paradigm, where 42 outstanding cases received official certification out of over 500 advanced use cases collected since the initiative's launch by Rockwell Automation and Shanghai Climate Week in 2024. LONGi's project restructures heating models to achieve internal self-balancing and zero external heat sourcing for battery manufacturing, validated at its Weibei facility and replicated at Gaoling and Tongchuan plants. This marks LONGi's second Climate Lighthouse recognition, following its Jiaxing Production Base receiving the Manufacturing Lighthouse Model Award in 2025 as the solar industry's first global dual benchmark of a Lighthouse Factory and Zero-Carbon Factory.
PR Newswire·64dRead more ▾