Longi(SH:601012) Zheng Quan Ri Bao Wang·2025-09-26 13:15Core Insights - Longi Green Energy has introduced the Hi-MO X10 BC module with features that prevent fire, shading, and dust accumulation, demonstrating superior performance compared to TOPCon modules in various tests [1][2] Group 1: Product Performance - The Hi-MO X10 module outperforms TOPCon modules in fire prevention, shading, and dust accumulation, with power loss rates of 10.15% under 50% shading compared to 36.48% for TOPCon [1] - The HPBC2.0 module shows a 50.92% higher power generation per watt under static shading conditions compared to TOPCon, with peak gains of 52.12% and 58.39% at specific irradiance levels [1] Group 2: Competitive Strategy - Longi Green Energy emphasizes a differentiated product strategy focusing on technology innovation to address the issue of homogenized competition in the solar industry [2][3] - The Hi-MO X10's "three prevention" features are positioned as essential for commercial distributed solar applications, ensuring asset safety and increasing revenue [2] Group 3: Market Position - Longi Green Energy's components are currently the most expensive in the industry, yet the company maintains a leading position in distributed solar module shipments, with over 50% of its sales being the "three prevention" modules [3] - The company has achieved a production yield of over 97% for HPBC2.0 batteries, indicating strong operational efficiency and a commitment to enhancing product performance [3] Group 4: Future Development - The chairman of Longi Green Energy has stated the company's commitment to leading in product innovation and customer value, focusing on multi-scenario integration and providing convenient green energy solutions [4] - The industry is shifting from quantity growth to quality breakthroughs, with companies possessing differentiated technological advantages expected to navigate the competitive landscape successfully [4]