隆基绿能：预计二季度开始量产贱金属化产品

Core Viewpoint - Longi Green Energy has indicated that recent price increases in upstream raw materials such as silicon and silver have led to a rise in component prices, with some manufacturers beginning to adjust their latest quotes upward. The implementation of "anti-involution" policies and industry self-discipline is expected to help component prices gradually return to a reasonable range [1] Group 1 - The company is advancing its low-metalization scheme, with mass production of low-metalization products expected to begin in the second quarter of 2026, which may further reduce component costs [1] - Longi Green Energy has already started constructing part of its low-metalization production capacity [1]