Core Viewpoint - Longi Environmental (600388.SH) has a full order book for energy storage cells, with production schedules extending to June 2026 [1] Group 1: Financial Performance - The gross margin for energy storage cells in the third quarter is approximately 10% [1] - The company plans to reduce production costs through lean manufacturing, increasing production quality, and technological cost reduction to address low-price competition in the industry [1] Group 2: Project Updates - The Suriname 25MW solar-storage project has been completed and is currently in the debugging phase [1] - The second phase of the Guyana 31.4MW solar-storage project is expected to achieve full capacity generation by December of this year [1] - Other ongoing overseas projects include the Kailangeng Hydropower 140MW + Solar 60MW project and the Ivory Coast 34MW solar-storage project [1]
龙净环保:当前储能电芯订单饱满,排产期已至2026年6月