Longi(SH:601012) Zheng Quan Ri Bao Zhi Sheng·2025-12-01 16:37Core Viewpoint - The solar photovoltaic (PV) industry in China has become a leading global sector, with significant contributions from outdoor testing bases like the Yinchuan base, which supports technological advancements and market expansion [1][4]. Industry Overview - The Yinchuan outdoor testing base is the largest third-party facility in China, established in 2016, providing comprehensive technical services to over 300 PV companies [4]. - China's PV products have consistently exported over 200 billion yuan annually from 2021 to 2024, highlighting the industry's growth [1]. Technological Advancements - The rapid iteration of PV technology necessitates real-world testing, with the Yinchuan base serving as a critical platform for validating new technologies [2][4]. - The base has accumulated over 50 billion data points, aiding in research and standardization projects, and has published significant environmental monitoring reports [5]. Performance Testing - Recent tests showed that Longi Green Energy's TOPCon components generated an average of 908 kWh, while BC components produced 965 kWh, indicating a 6.3% performance improvement for BC technology [5]. - The outdoor testing environment measures various factors such as wind speed, temperature, and humidity to assess component performance under real conditions [5]. Competitive Advantages - Longi Green Energy's Hi-MOX10 "three-proof" components have received the first global certification for their unique features, focusing on fire prevention, shading resistance, and dust accumulation [6][10]. - The "three-proof" components demonstrated superior performance in scenarios with shading and dust, with a 48.87% increase in power generation compared to TOPCon components under specific conditions [8][9]. Market Position - Longi Green Energy maintains a leading position in the distributed PV market, with over 70% of its shipments consisting of "three-proof" components, emphasizing a strategy focused on differentiation and technological innovation [10]. - The company aims to shift the competitive landscape from price-based competition to one centered on technology and value, promoting high-quality development in the PV industry [10].