突发！A股千亿龙头创始人辞任

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]