Longi(SH:601012) Feng Huang Wang Cai Jing·2026-01-27 10:30Core Viewpoint - Technological leadership is the primary factor for globalization in the solar industry, with China's photovoltaic sector significantly contributing to global energy transition [1]. Group 1: Technological Advancements and Cost Reduction - Over the past 15 years, the cost of solar power has decreased by 95%, making it the cheapest energy source in most countries today, thus supporting global energy transition and carbon neutrality [1]. - China currently accounts for 80% of global solar module production [2]. Group 2: Contribution to Sustainable Development - China's photovoltaic industry supports global energy transition and contributes to sustainable development, producing approximately 500GW of solar modules annually, which requires about 200 billion kWh of electricity, equivalent to the output of 25 nuclear reactors [3]. Group 3: International Expansion Strategy - The strategy for Chinese companies to "go global" should prioritize technological leadership, emphasizing that the technology exported is the best available [3]. - Hong Kong serves as an effective intermediary platform for companies to collaborate with overseas funds and secure capital support during international expansion [3].