隆基绿能：控股股东李振国解除2200万股股份质押 金十数据6月26日讯，隆基绿能公告称，公司控股股东李振国于2025年6月24日、25日解除了合计2200万 股股份的质押，占其持股数量的20.61%，占公司总股本的2.90%。解除质押后，李振国累计质押公司股 份数量为2350万股，占其持股数量的22.02%，占公司总股本的3.10%。 ...

| 股票代码:601012 | 股票简称:隆基绿能 | 公告编号:临 | 2025-058 号 | | --- | --- | --- | --- | | 债券代码:113053 | 债券简称:隆 22 转债 | | | | 股东名称 | 李振国 | | --- | --- | | 本次解质股份数量 | 220,000,000 股 | | 占其所持股份比例 | 20.61% | | 占公司总股本比例 | 2.90% | | 解质时间 | 2025 年 6 月 24 日、2025 | | | 年 6 月 25 日 | | 持股数量 | 1,067,218,173 股 | | 持股比例 | 14.08% | | 剩余被质押股份数量 | 235,000,000 股 | | 剩余被质押股份数量占其所持股份比例 | 22.02% | | 剩余被质押股份数量占公司总股本比例 | 3.10% | 隆基绿能科技股份有限公司 关于控股股东股份解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 隆基绿能科技股份有限公司 ...

Core Viewpoint - Longi Green Energy Technology Co., Ltd. maintains a strong competitive position in the photovoltaic industry despite facing challenges such as supply-demand imbalance and significant price declines in products [3][4][5]. Company Overview - Longi Green Energy has established a vertically integrated industrial ecosystem from crystal pulling, slicing, battery cells to photovoltaic modules, ranking second globally in both monocrystalline silicon wafer and photovoltaic module shipments in 2024 [3][5][13]. - As of March 2025, the company has cash assets of 54.484 billion yuan, with a debt-to-asset ratio of 59.80%, indicating a solid financial position [5][15]. Financial Performance - The company reported a total profit loss of 10.206 billion yuan in 2024, with a significant cash outflow from operating activities amounting to 4.725 billion yuan [5][20]. - In the first quarter of 2025, the company continued to experience losses, with a total profit loss of 1.709 billion yuan and a cash outflow of 1.747 billion yuan from operating activities [5][20]. Industry Challenges - The photovoltaic manufacturing industry is experiencing intensified competition and rapid technological iterations, leading to severe profit losses for the company [4][5][20]. - The prices of photovoltaic products have dropped to historical lows due to a significant supply-demand imbalance, impacting the company's revenue and profitability [4][5][20]. Future Outlook - The company is focusing on developing BC battery technology and accelerating the upgrade of BC second-generation product capacity, while monitoring industry policies and technological advancements [4][5]. - The end of the domestic photovoltaic "rush installation" trend is expected to keep product prices low in the short term, further pressuring the operating performance of manufacturing enterprises [4][5]. Research and Development - Longi Green Energy has a strong R&D capability, holding over 3,342 authorized patents, including more than 400 patents for BC battery components [8][14]. - The company has been involved in setting over 300 solar photovoltaic standards, showcasing its leadership in technology and innovation within the industry [8][14]. Investment and Projects - As of March 2025, the company has ongoing projects with a total remaining investment of 12.466 billion yuan, focusing on upgrading existing production lines and new BC second-generation battery capacity [9][12]. - The company has faced risks related to investment returns and the effective release of capacity due to the current oversupply in the photovoltaic manufacturing industry [9][12].

| 股票代码:601012 | 股票简称:隆基绿能 | | 公告编号:临 | 2025-057 号 | | --- | --- | --- | --- | --- | | 债券代码:113053 | 债券简称:隆 22 | 转债 | | | 隆基绿能科技股份有限公司 联合资信在对公司经营状况及行业进行综合分析与评估的基础上，于 2025 年 6 月 25 日出具了《隆基绿能科技股份有限公司公开发行可转换公司债券 2025 年跟踪评级报告》（以下简称"本次信用评级报告"），对公司发行的"隆 22 转债" 的信用状况进行了跟踪评级，维持公司主体长期信用等级为 AAA，维持"隆 22 转债"的信用等级为 AAA，评级展望为稳定。 关于公开发行可转换公司债券 2025 年跟踪评级结果公告 本次信用评级报告请详见上海证券交易所网站（www.sse.com.cn）。 特此公告。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 隆基绿能科技股份有限公司董事会 重要内容提示： 前次评级结果：隆基绿能科技股份有限公司（以下简称"公司"）主体长 ...

联合资信评估股份有限公司通过对隆基绿能科技股份有限公司 主体及其相关债券的信用状况进行跟踪分析和评估，确定维持隆基 绿能科技股份有限公司主体长期信用等级为 AAA，维持"隆 22 转 债"信用等级为 AAA，评级展望为稳定。 特此公告 联合资信评估股份有限公司 隆基绿能科技股份有限公司 公开发行可转换公司债券 2025 年跟踪评级报告 | | | www.lhratings.com 1 联合〔2025〕4739 号 评级总监： 二〇二五年六月二十五日 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的 独立意见陈述，未受任何机构或个人影响。评级结论及相关分析为联合资信 基于相关信息和资料对评级对象所发表的前瞻性观点，而非对评级对象的事 实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵循了真 实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响，本报告 在资料信息获取、评级方法与模型、未来事项预测评估等方面存在局限性。 二、本报告系联合资信接受隆基绿能科技股份有限公司（以下简称"该 公司"）委托所出具，除因本次评级事项联合资信与该公司构成评级委托关 系外，联合资信、评级人员与 ...

| 股票代码:601012 债券代码:113053 | | | | | | --- | --- | --- | --- | --- | | | 债券简称:隆 22 | 转债 | | | | | 股票简称:隆基绿能 | | 公告编号:临 | 2025-056 号 | 隆基绿能科技股份有限公司（以下简称"公司"）第五届董事会 2025 年第 五次会议审议通过了《关于聘任公司总经理的议案》，根据《公司法》《公司章 程》等有关规定，同意聘任董事长钟宝申先生兼任公司总经理。根据《公司法》 《公司章程》的有关规定，由钟宝申先生担任公司的法定代表人（详见公司 2025 年 5 月 27 日披露的相关公告）。 二、工商登记变更完成情况 公司于近日完成了工商变更登记及备案手续，并取得了西安市市场监督管理 局换发的《营业执照》，公司法定代表人变更为钟宝申先生，其他营业执照登记 信息不变。 特此公告。 隆基绿能科技股份有限公司 关于完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、公司法定代表人变更相关事项 隆基绿能科技股 ...

隆基绿能：公司法定代表人变更为钟宝申 智通财经6月25日电，隆基绿能(601012.SH)公告称，公司于近日完成了工商变更登记及备案手续，法定 代表人变更为钟宝申，其他营业执照登记信息不变。 ...

Core Viewpoint - Pertamina NRE and LONGi Green Energy have officially launched a strategic project to build a solar photovoltaic panel manufacturing plant in Indonesia, aiming to meet the growing demand for solar components in Indonesia and Southeast Asia [1] Group 1 - The manufacturing plant is expected to have an annual production capacity of 1.4 gigawatts [1]

| 股票代码:601012 | 股票简称:隆基绿能 | 公告编号:临 | 2025-055 | 号 | | --- | --- | --- | --- | --- | | 债券代码:113053 | 债券简称:隆 22 转债 | | | | 隆基绿能科技股份有限公司 关于控股股东股份质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 隆基绿能科技股份有限公司（以下简称"公司"）控股股东李振国先生持 有公司股份 1,067,218,173 股，占公司 2025 年 6 月 20 日总股本（以下简称"公 司总股本"）的 14.08%，本次质押完成后累计质押公司股份数量 455,000,000 股， 占其持股数量的 42.63%。 途。 二、股东累计质押股份情况 1 股东名 称 是否 为控 股股 东 本次质押股 数（股） 是否 为限 售股 是否 补充 质押 质押起 始日 质押到 期日 质权人 占其所 持股份 比例 占公司 总股本 比例 质押用 途 李振国 是 80,000,000 否 否 2024 年 6 月 ...

Core Viewpoint - Longi Green Energy plans to hold its first bondholders meeting in 2025 to discuss changes in the use of funds raised from its convertible bonds issued in 2022, which will not adversely affect the company's debt repayment ability or bondholder rights [2][12][24] Group 1: Bondholder Meeting Details - The bondholders meeting is scheduled from June 24 to June 30, 2025, and will be conducted online using a simplified procedure [5][6] - Bondholders must submit any objections in writing within five trading days from the notice date, otherwise, they will be deemed to agree with the management's proposals [3][6] - The meeting will discuss the proposal to change the investment projects funded by the 2021 convertible bonds [3][12] Group 2: Fundraising and Investment Changes - Longi Green Energy issued convertible bonds totaling CNY 7 billion on January 5, 2022, with net proceeds of approximately CNY 6.96 billion after deducting issuance costs [12][13] - The company intends to change the use of part of the raised funds, specifically reallocating CNY 1.08 billion originally planned for the Wuhu (Phase II) 15GW monocrystalline module project to the construction of the Tongchuan Longi 12GW high-efficiency monocrystalline battery project [17][18] - The change in fund allocation is aimed at enhancing the efficiency of fund usage and accelerating the construction of advanced battery capacity [17][23] Group 3: Project Details and Financial Implications - The Tongchuan Longi project is expected to achieve an annual production capacity of 12GW and is part of the company's strategic plan to expand its advanced production capacity [18][19] - The original Wuhu (Phase II) project had a total investment of CNY 2.59 billion, with an expected internal rate of return of approximately 24.89% [17][18] - The company anticipates that the new project will significantly contribute to its production capabilities and market competitiveness, with a target to reach full production by the first quarter of 2026 [18][20]