Longi(SH:601012) Bei Jing Shang Bao·2026-01-05 09:01Core Viewpoint - Longi Green Energy (隆基绿能) is set to begin mass production of its low-metal content products in the second quarter of 2026, which is expected to further reduce component costs [2]. Group 1: Company Developments - Longi Green Energy has commenced the construction of part of its low-metal content production capacity [2]. - The company anticipates a decrease in component costs due to the advancement of its low-metal content strategy [2]. Group 2: Market Conditions - Recent increases in the prices of upstream raw materials such as silicon and silver have led to some component manufacturers raising their latest quotes [2]. - The implementation of the "anti-involution" policy and industry self-discipline is expected to help component prices gradually return to a reasonable range [2].