Debon Securities: The photovoltaic sector has a high margin of safety, emphasizing opportunities for overall market valuation improvement.

According to CPIA, the domestic production of polysilicon in 24H1 is approximately 1.06 million tons, a year-on-year increase of about 60.6%. The production of silicon wafers is about 402 GW, a year-on-year increase of about 58.9%. The production of solar cells is about 310 GW, a year-on-year increase of about 37.8%. The production of modules is about 271 GW, a year-on-year increase of about 32.2%. The capacity in each major link continues to maintain an upward trend.

Zhitong FinanceNov 15 02:36 ET

Longi Green Energy Technology (601012.SH): In terms of energy storage business, the company has not yet made a definite decision and is still under internal demonstration and discussion.

Longi Green Energy Technology (601012.SH) stated on the investor interactive platform on November 14 that there is currently no clear decision made regarding the energy storage business, as discussions and verifications are still ongoing internally.

Gelonghui FinanceNov 14 05:33 ET

Longi green energy technology (601012.SH): Currently, the electrolyzers produced by the company are alkaline electrolyzers.

On November 14th, Longi Green Energy Technology (601012.SH) stated on the investor interaction platform that the company attaches great importance to hydrogen production technology research and development, and keeps a close eye on various hydrogen production technology routes. Currently, the company's produced electrolytic cell is an alkaline electrolytic cell.

Gelonghui FinanceNov 14 04:46 ET

Another member joins the XBC camp as longi green energy technology cooperates for the first time to build HPBC battery production capacity

1. Longi Green Energy Technology cooperates with ENGIE to build HPBC battery capacity, and plans to reach a capacity of 16GW. The XBC "camp" is expanding. 2. In the coming years, the main competitive factors in the photovoltaic market will still revolve around the differentiation of battery technology.

cls.cnNov 6 01:05 ET

LONGi Green Energy Technology Co., Ltd. (SHSE:601012) Just Reported And Analysts Have Been Lifting Their Price Targets

Simply Wall StNov 1 19:42 ET

Everbright Securities: In 2025, the dawn of wind power and photovoltaics is emerging, and it is expected that the prosperity of energy storage and the grid will remain strong.

In 2024-2025, the certainty of the growth rate of the power grid sector is stronger, it can be used as a core sector for allocation, and the sector's performance growth can be gradually realized.

Zhitong FinanceNov 1 04:59 ET