接任总经理的钟宝申与李振国同为兰州大学物理系校友，二人自创业初期便形成管理分工：钟宝申主导战略决策与资本运作，李振国侧重技术研发与生 产管理 。此次人事调整后，钟宝申将兼任总经理，而李振国则聚焦隆基中央研究院工作，该机构曾孵化出BC、钙钛矿叠层等核心技术。 【DT新材料】 获悉， 5月26日 ， 隆基绿能 公告称，公司董事会于5月23日收到董事、总经理李振国提交 的书面辞任报告，李振国将专注于公司研发和科技管理工作，申请辞去公司董事、总经理及法定代表人职务。 辞任后，李振国将聚焦中央研究院院长及科技管理中心首席技术官角色，全面主导公司研发体系与前沿技术攻关，持续支持公司长期发展。本次 调整后，将由公司董事长钟宝申兼任公司总经理，并根据《公司法》《公司章程》的规定担任法人，董事长将负责公司生产经营管理。 李振国先生，1968年5月生，现年57岁。 1990年毕业于兰州大学物理系半导体材料专业。1992年，他辞职创业，2000年创办了西安新盟电子科技有 限公司，该公司后来成为隆基绿能的前身。2006年，李振国将公司更名为隆基股份，并邀请了钟宝申等校友加入，共同推动公司发展。 此前，隆基绿能发布的2024年年报，2 ...

Core Viewpoint - The photovoltaic industry is experiencing a turning point in 2024, driven by technological iteration and policy adjustments, leading to a shift from low-cost competition to technological collaboration [1][6]. Group 1: Industry Performance - In 2024, 26 photovoltaic companies achieved revenue exceeding 10 billion yuan, with major players like TBEA, JinkoSolar, and Tongwei surpassing 90 billion yuan in revenue, while Longi Green Energy and Trina Solar exceeded 80 billion yuan [2]. - Among the 95 A-share listed photovoltaic companies, 33 reported revenue growth, but many faced revenue declines and net profit drops, indicating a structural challenge in the industry [1][2]. Group 2: Profit Distribution - The profit distribution within the photovoltaic supply chain has become highly polarized, with inverter and equipment manufacturers emerging as the biggest winners, while the module segment faces significant losses [3]. - Sunshine Power reported a net profit of 11.036 billion yuan, up 16.9%, while leading module manufacturers like JinkoSolar barely managed a profit of 0.99 million yuan, with others like Longi and Trina facing losses [3]. Group 3: Technological Advancements - The industry is entering a phase where innovation is crucial for survival, with N-type technology becoming a key differentiator [4][5]. - JinkoSolar achieved significant success with N-type TOPCon technology, shipping 92.87 GW of modules, of which 81.29 GW were N-type, representing 88% of their total shipments [4]. Group 4: Policy and Market Dynamics - The Chinese government is implementing stricter regulations to control low-efficiency production capacity, which is expected to reshape the industry landscape by 2025 [6]. - The market anticipates a potential turning point in 2025, with predictions of increased demand and a tightening supply of components, which may lead to a rebound in prices [6][7]. Group 5: Future Outlook - Companies are focusing on upgrading their production capacities and investing in R&D to maintain competitive advantages, with JinkoSolar planning to complete over 40% of its capacity upgrades by 2025 [7]. - The industry is expected to emerge from a period of adjustment, with leading companies likely to navigate through the cycle successfully due to their advanced capacities and global strategies [6][7].

Core Viewpoint - The recent personnel changes at Longi Green Energy, particularly the resignation of its actual controller Li Zhenguo from key executive roles, signify a strategic shift towards enhancing research and development focus within the company [1][3][4]. Group 1: Personnel Changes - Li Zhenguo submitted his resignation from the positions of director, general manager, and legal representative, while continuing to lead the company's Central Research Institute and serve as Chief Technology Officer [3][4]. - Following Li Zhenguo's resignation, current chairman Zhong Baoshan will assume the roles of legal representative and general manager [3][4]. - Li Zhenguo's daughter, Li Shuxuan, has been nominated as a non-independent director candidate for the sixth board of directors [3][4]. Group 2: Company Background and Challenges - Longi Green Energy has experienced significant growth in the photovoltaic industry, becoming a leading global player, but has faced challenges in recent years, including intensified competition and financial losses [4][6]. - The company has been undergoing personnel optimization and management challenges, which have tested Li Zhenguo and the management team [4][6]. Group 3: Focus on Research and Development - Li Zhenguo's decision to step back from executive roles to focus on R&D aligns with his long-standing interest in technology development [4][6]. - Longi Green Energy's R&D investment reached 5.014 billion yuan in 2024, accounting for 6.07% of its revenue, making it one of the few A-share photovoltaic companies with R&D spending exceeding 5 billion yuan [6][7]. - The company's commitment to Back Contact (BC) technology is viewed as a critical factor for its future success, with Li Zhenguo expressing strong confidence in this direction [6][7].

以下文章来源于e公司 ，作者证券时报 刘灿邦 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价 的主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 光伏龙头隆基绿能（601012）迎来重大人事变动。 隆基绿能最新公告显示，公司创始人李振国已申请辞去公司董事、总经理及法定代表人职务，公司董事长钟宝申将兼任总经理一职，并接任公司的法定代表人。 | 股票代码:601012 | 股票简称:隆基绿能 公告编号:临 2025-045 号 | | --- | --- | | 债券代码:113053 | 债券简称:隆 22 转债 | 截至5月26日收盘，隆基绿能报14.99元/股，最新市值为1136亿元。 隆基绿能方面人士透露，此次管理层分工明确后，钟宝申负责的战略落地与李振国主导的技术研发将形成"双轮驱动"，前者保障经营效率与市场响应速度，后者专 注突破技术瓶颈，为长期增长提供动能。 光伏行业还处于深度调整期，包括隆基绿能在内的多数厂商在2024年及今年一季度经历了持续亏损。与其他龙头 ...

Group 1 - Longi Green Energy (隆基绿能) announced a significant personnel change, with Li Zhenguo resigning from his positions as director, general manager, and legal representative to focus on R&D and technology management [2] - Following Li Zhenguo's resignation, Zhong Baoshan has officially taken over as the general manager and legal representative of Longi Green Energy [2] - The company stated that this change will not affect daily operations, and the strategic direction remains consistent [2] Group 2 - Li Zhenguo and his wife, Li Xiyan, hold a combined 19.1% stake in Longi Green Energy, making them the controlling shareholders and actual controllers of the company [2] - Li Shuxuan, the daughter of Li Zhenguo and Li Xiyan, has been nominated as a candidate for the sixth board of directors, marking her first public appearance [4] - Li Shuxuan holds a bachelor's degree in engineering from Central South University and a master's degree in engineering from the University of Hong Kong, with previous experience at China Everbright Bank and currently serving as the brand promotion manager at Xi'an Juzhi Biotechnology Co., Ltd. [4][5]

3、第三轮第四批中央生态环境保护督察全面启动。8个中央生态环境保护督察组将分别对山西、内蒙 古、山东、陕西、宁夏5省（区）开展督察，统筹开展黄河流域督察和省域督察，同时对中国华能集团 有限公司、中国大唐集团有限公司、国家电力投资集团有限公司3家中央企业开展督察，进驻时间约1个 月。 4、对于京东百亿补贴对美团外卖业务造成的影响，美团CEO王兴回应称美团"将不惜代价赢得竞 争。"美团表示，当前行业竞争中，有些补贴是非理性的，伴随着低质量和低价格。 5、隆基绿能：李振国辞去总经理及法定代表人职务。中毅达：如后续公司股票交易进一步出现重大异 常，将依规申请停牌核查。4连板汇得科技：全资子公司"年产60万吨聚氨酯新材料项目"已获得项目建 设用地。2连板融发核电：不存在处于筹划阶段的重大事项。哈焊华通：公司产品可以用于可控核聚变 项目 但目前用于该领域的产品收入占比较小。12天8板苏州龙杰：公司TTM市盈率略高于行业中值水 平。 智通财经5月26日晚间新闻精选 1、中办、国办：国有企业要根据功能定位逐步调整优化股权结构；引导企业基于战略导向厘清主责主 业，防止盲目多元化扩张、无序扩张。 2、高盛首席中国股票策略师表示， ...

新京报贝壳财经讯（记者朱玥怡）创业25周年后，千亿光伏巨头隆基绿能（601012.SH）的实际控制人 李振国选择离开管理一线。 5月26日晚间，隆基绿能公告称，于2025年5月23日收到李振国提交的书面《辞任报告》，李振国将专注 于公司研发和科技管理工作，申请辞去公司董事、总经理及法定代表人职务。辞任后，李振国将继续担 任公司中央研究院院长、科技管理中心首席技术官，带领团队聚焦光伏前沿技术攻关，支持公司长期发 展。 公告显示，鉴于李振国辞去公司法定代表人职务，根据《公司法》《公司章程》的有关规定，将由现任 隆基绿能董事长的钟宝申担任法定代表人。 据贝壳财经记者了解，李振国上一次出现在关注度较高的行业性活动还是2023年的SNEC展会。彼时他 提出"今后两三年会有超过一半的企业被淘汰出局"，因此被称为光伏行业进入供需失衡周期的"吹哨 人"。 1968年出生的李振国作风低调，在隆基内部以及整个光伏行业内颇有认可度，公司内部员工也对李振国 感到亲切，会提起他的轶事，例如喜欢抽白沙烟，出差不带秘书。中国光伏行业协会共同编写的《大国 光伏》记载了隆基初创时期，李振国需要拍板公司大小事情，直至2003年遭遇他口中"生死一 ...

Group 1: Company Leadership Changes - Longi Green Energy announced that Li Zhenguo will resign from the positions of General Manager and Legal Representative to focus on R&D and technology management, while continuing as the head of the Central Research Institute and Chief Technology Officer [2] - The company appointed Zhong Baoshan as the new General Manager, and this leadership change is not expected to impact the company's operations [2] Group 2: Contracts and Agreements - Pingzhi Information signed an AI computing power technology service framework agreement with China Telecom's Shaanxi branch, with a total contract value of approximately 246 million yuan [3] - The actual execution amount will depend on specific orders, and the agreement is not expected to have a significant impact on the company's annual performance [3] Group 3: Share Issuance and Stock Transactions - *ST Songfa announced the issuance of 738 million new shares at a price of 10.16 yuan per share for asset acquisition [5] - Shenghong Technology set the preliminary inquiry transfer price at 65.85 yuan per share, with 24 institutional investors participating in the inquiry [3] Group 4: Shareholder Actions - Xinhua Medical's controlling shareholder plans to increase holdings by 100 million to 200 million yuan [6] - Several companies, including Yongmaotai and Green Harmony, announced plans for share reductions by up to 3% of total shares [6] Group 5: Corporate Developments - Rongsheng Environmental Protection reported that its controlling shareholder, Feng Ronghua, has been taken into custody by law enforcement, but this matter is unrelated to the company [4] - Chongqing Steel terminated the absorption merger with its wholly-owned subsidiary [7]

Core Viewpoint - Longi Green Energy has undergone significant management changes, with founder Li Zhenguo resigning from his positions as director, general manager, and legal representative, while Chairman Zhong Baoshan will take over as general manager and legal representative [1][6][7] Management Changes - Li Zhenguo will focus on research and technology management as the head of the Central Research Institute and Chief Technology Officer, while Zhong Baoshan's new role aims to enhance decision-making and execution efficiency [4][6][11] - The management restructuring is designed to optimize decision-making processes and ensure strategic goals are effectively implemented [6][13] Financial Performance - As of May 26, Longi Green Energy's stock price was 14.99 yuan per share, with a market capitalization of 113.6 billion yuan [3] - The company has faced significant losses in 2024, with a 61% and 39% year-on-year decline in the prices of its main products, silicon wafers and modules, respectively, leading to an asset impairment loss of 8.7 billion yuan [14] - In the first quarter of 2024, the company reported a net loss of 1.436 billion yuan, although this represented a reduction in losses compared to previous periods [14] Industry Context - The photovoltaic industry is currently experiencing a deep adjustment phase, with many manufacturers, including Longi Green Energy, facing ongoing losses [5][14] - Longi Green Energy is betting on BC (Back Contact) battery technology during this technological iteration phase, which poses challenges for the company's leadership [5][11] - The company anticipates that the photovoltaic market will enter a phase of moderate growth from 2025 to 2026, with demand expected to remain stable or slightly increase compared to the previous year [15] Governance Structure - The new board of directors will include several new members, including Li Zhenguo's daughter, Li Shuxuan, which is expected to enhance the company's governance and decision-making capabilities [8][9] - The restructuring of the board aims to broaden decision-making perspectives and provide diversified support in a complex competitive environment [9]

出品 | 搜狐财经 作者 | 王泽红 此前业绩会上，他解释称："2025年第一季度，光伏行业仍然处于调整阶段，虽然三月份光伏产品价格有所回升，但整个季度价格 仍低于生产成本，企业盈利继续承压。隆基绿能适时调整经营策略，深化降本增效，才推动经营业绩同比实现减亏。" 面对机构投资人何时扭亏的提问，他认为这与行业形势关系比较大。"在我们自己的规划里，肯定是希望越早扭亏越好，我们是希 望三季度能够回到盈亏平衡或扭亏。" 王泽红 搜狐财经&搜狐地产&焦点财经 高级编辑 邮箱: zehongwang@sohu-inc.com 关注房地产、汽车新势力、新能源及上下游产业 欢迎来聊,请备注公司和姓名 5月26日晚间，隆基绿能发布公告称，李振国将专注于公司研发和科技管理工作，申请辞去董事、总经理及法定代表人职务。辞任 后，李振国将继续担任中央研究院院长、科技管理中心首席技术官，带领团队聚焦光伏前沿技术攻关。 同时，隆基绿能宣布已于5月26日召开第五届董事会2025年第五次会议，审议通过了《关于聘任公司总经理的议案》，同意聘任董 事长钟宝申兼任公司总经理。 年报显示，隆基绿能2024年实现营收825.82亿元，同比下降36.23 ...