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隆基绿能“双轮驱动”战略成型:钟宝申掌舵经营,李振国领衔科技攻坚

Core Viewpoint - Longi Green Energy has announced a leadership restructuring aimed at optimizing governance and enhancing technological innovation in response to the accelerating global energy transition and increasing competition in the photovoltaic industry [1][5]. Group 1: Leadership Changes - Li Zhenguo has submitted his resignation as the company's director, general manager, and legal representative to focus on research and technology management, while continuing as the president of the Central Research Institute and CTO [1][4]. - Zhong Baoshan has officially taken over as the general manager and legal representative, aiming to improve decision-making and execution efficiency through optimized management structure [2][3]. Group 2: Governance Structure Optimization - The company plans to introduce new board members, Yin Jianan and Zhou Zhe, to enhance its governance system and broaden decision-making perspectives [3]. - The internal management structure remains unchanged, with Zhong Baoshan continuing to oversee daily operations, customer cooperation, and supply chain management [3]. Group 3: R&D Focus and Investment - Longi Green Energy has significantly increased its R&D investment, with approximately 5 billion yuan allocated in 2024, representing 6.07% of its annual revenue [6]. - The company has achieved breakthroughs in areas such as BC batteries, perovskite tandem cells, and hydrogen equipment, reinforcing its commitment to technological leadership [7][8]. Group 4: Strategic Alignment - The leadership changes align with Longi Green Energy's long-term strategy of maintaining technological leadership through innovation and stable operations [5]. - The dual focus on strategic execution by Zhong Baoshan and technological breakthroughs led by Li Zhenguo is expected to drive long-term growth [8]. Group 5: Future Goals - Longi Green Energy aims to optimize its production capacity structure and expects to achieve 50 GW of HPBC 2.0 battery and module capacity by the end of 2025, with silicon wafer shipments projected at 120 GW [8]. - The "Solar for Solar" initiative proposed by Li Zhenguo emphasizes the importance of continuous innovation in materials and processes to achieve deep decarbonization in the photovoltaic industry [9].