Longi(SH:601012) CMS·2026-01-19 14:04Investment Rating - The investment rating for the companies in the report is "Strong Buy" for Yangguang Electric, Longi Green Energy, Aiko Energy, Trina Solar, Kehua Data, Shenghong Co., and "Hold" for Xidian New Energy [2]. Core Insights - Longi Green Energy is advancing into the energy storage sector by acquiring a controlling stake in Precision Energy and collaborating with NeoVolta to establish a battery storage system in the U.S. [1][7]. - The U.S. energy storage market shows significant growth potential due to weak grid infrastructure and increasing demand from data centers and manufacturing [17]. - The report highlights the importance of innovative participation from domestic manufacturers in the U.S. market, despite trade barriers [17]. Summary by Sections Industry Scale - The industry comprises 308 companies with a total market capitalization of 772.89 billion and a circulating market value of 672.45 billion [3]. Company Financial Metrics - Yangguang Electric: Market Cap 35.45 billion, 2024 EPS 5.3, 2025 EPS 6.6, 2025 PE 26, PB 8, Strong Buy [2]. - Longi Green Energy: Market Cap 14.19 billion, 2024 EPS -1.1, 2025 EPS -0.5, 2025 PE -37, PB 2, Strong Buy [2]. - Aiko Energy: Market Cap 6.16 billion, 2024 EPS 0.6, 2025 EPS 0.5, 2025 PE 33, PB 3, No Rating [2]. - Trina Solar: Market Cap 4.47 billion, 2024 EPS -1.6, 2025 EPS -1.8, 2025 PE -11, PB 2, Strong Buy [2]. - Kehua Data: Market Cap 3.22 billion, 2024 EPS 0.7, 2025 EPS 1.2, 2025 PE 53, PB 5, Strong Buy [2]. - Shenghong Co.: Market Cap 1.29 billion, 2024 EPS 1.4, 2025 EPS 1.5, 2025 PE 27, PB 7, Strong Buy [2]. Company Developments - Longi Green Energy is set to establish a joint venture, NeoValta Power, with NeoVolta, focusing on large-scale and commercial storage in the U.S. [9][21]. - NeoVolta has shown rapid growth, achieving a revenue of 6.65 million in Q3 2025, a significant increase of 1027% year-on-year [9]. - Aiko Energy has seen record shipments in Q3, with a forecasted delivery of 14-17 GWh in 2026, primarily overseas [22]. - Trina Solar aims to ship 8 GWh in 2025, with expectations to double this in 2026 [25]. - Kehua Data has been recognized as a leading supplier in the energy storage sector, ranking first in the first half of 2025 for installed PCS [26]. Market Trends - The report emphasizes the increasing demand for energy storage driven by data centers and the need for renewable energy solutions [20]. - The U.S. energy storage market is projected to grow significantly, with estimates indicating a need for 17.28 GWh to 60.08 GWh of storage by 2030 [20].