研报掘金丨长城证券：维持隆基绿能“买入”评级，业绩持续减亏，切入储能赛道

Core Viewpoint - Longi Green Energy reported a net profit attributable to shareholders of -3.403 billion yuan for the first three quarters, with a continued narrowing of losses year-on-year, and a Q3 net profit of -834 million yuan, reducing losses by 299 million yuan quarter-on-quarter [1] Financial Performance - The company has shown a continuous reduction in losses, with Q3 results indicating a significant improvement compared to previous quarters [1] - The proportion of BC second-generation modules in total BC module shipments exceeded 95% in Q3, enhancing the company's competitive advantage through high-value, scenario-based solutions [1] Strategic Moves - Longi Green Energy is entering the energy storage sector by acquiring a controlling stake in Suzhou Precision Control Energy Technology Co., Ltd., aiming for approximately 62% of voting rights [1] - The acquisition is expected to leverage Longi's established brand and channel advantages in the global renewable energy sector, facilitating synergy in the solar-storage business and opening new growth opportunities [1] Market Position - Precision Control Energy has a global presence with operations in key regions including mainland China, Europe, North America, and Australia, boasting a global production capacity of 31 GWh and over 10 GWh of grid-connected capacity [1]