LONGi Green Energy (SH601012) has recently launched a new product in the household solar energy sector called LONGi eHome. Announced on March 18, this innovative solution is tailored for global residential users and represents a significant step for LONGi as it embarks on its second 25-year journey. The LONGi eHome solution focuses on system safety and efficiency in the realm of household solar energy.
In recent news, the photovoltaic (PV) industry has seen a spike in patent litigation involving key players such as JinkoSolar, LONGi Green Energy, Trina Solar, and Canadian Solar. According to reports from involved parties, many of these cases are currently under court review, with all parties awaiting judicial decisions. The PV industry is facing a challenging market environment, which has intensified the focus on patent-related issues.
In a recent analysis, institutions noted that hydrogen energy is poised to attract “patient capital,” with increased subsidies for green hydrogen accelerating its commercialization. The proposals made during the National Two Sessions emphasize policy continuity and breakthroughs within the hydrogen sector.
On March 10, the A-share market experienced slight adjustments, while the North China 50 Index defied trends by increasing over 2% at one point. The ChiNext Index fell below 2200 points, indicating mixed market conditions. The volume of transactions showed a slight decrease during this period.
The BC battery concept gained momentum on March 10, with InnoLaser reaching a 20% limit increase and Haiyou New Materials rising by over 12%. Other stocks related to this concept also saw significant gains.
LONGi Green Energy has recently established a new company named Tongchuan Shengyixing New Energy Co., Ltd., aimed at solar power generation. According to data from Qichacha, the company has a registered capital of 100,000 yuan and will engage in solar power technology services, contract energy management, and the sale of photovoltaic equipment and components.
Regarding shareholder communication, as of March 10, 2025, LONGi Green Energy reported a total of 782,747 shareholders.
Investors have also inquired about the company’s production of N-type silicon wafers. LONGi confirmed that a certain percentage of granular silicon is indeed used in their manufacturing processes, and this does not significantly impact crystal pulling output or battery efficiency. Additionally, the silicon materials used in production primarily comply with the GB/T12963-2022 and GB/T25074-2017 standards, falling within electronic grade levels 2 and 3.
In terms of future production capabilities, LONGi anticipates that by the first quarter of 2025, its HPBC1.0 battery capacity will be transitioned to HPBC2.0, with expectations to reach 50GW capacity by year-end.
Finally, there are no current plans for the company to invest in carbon dioxide-to-methanol technology or to establish production facilities overseas, as LONGi evaluates various regional factors before making such decisions.
