LONGi Green Energy Technology Co Ltd
601012 · Semiconductors & Semiconductor Equipment · China
LONGi Green Energy Technology Co Ltd is a China-based company mainly engaged in the production of photovoltaic products. The Company operates through three segments. The Photovoltaic Product Business segment is mainly engaged in the production and sales of monocrystalline silicon wafers and solar monocrystalline modules. The Photovoltaic Power Plant Business segment is mainly engaged in the construction of centralized power plants and distributed power plants. The Others segment is responsible for providing the Company's investment and internal operation management services, as well as hydrogen energy business.
- PPA pricing trends ($/MWh) (leading)
- Order book / installed capacity backlog (leading)
- Installation cost curves (LCOE) (trend)
- Inverter / battery $/kWh trajectory (trend)
- Grid-interconnection queue depth (coincident)
- China solar/wind tariffs + IRA domestic-content rules · exposure: very high
- Rare-earth supply (China = ~85% global rare-earth processing) · exposure: high
- Permitting + grid-connection bottlenecks · exposure: high
- Energy security policy shifts · exposure: medium-high
- MW shipped / installed — core volume metric
- EBITDA margin % — 8-15% manufacturers; 20-40% developers
- Order backlog months — 12-24 months healthy
- Capacity factor (utility scale) — wind 35%+, solar 18%+, varies geo
- LCOE trajectory — decreasing = competitive vs grid
Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.