Longi(SH:601012) 21世纪经济报道·2025-11-17 11:45Core Viewpoint - Longi Green Energy has released its "2024-2025 Longi Green Energy Climate Action White Paper," outlining its strategic ambition to achieve net-zero emissions across the entire value chain by 2050, aligning with international disclosure frameworks [1][2]. Group 1: Scientific Goals and Emission Reduction Pathways - Longi aims to reduce Scope 1 and Scope 2 emissions by 60% and Scope 3 emissions intensity by 52% by 2030, compared to 2020 levels [2]. - The company has established a detailed reduction pathway consisting of five pillars: operational decarbonization, value chain collaboration, product carbon footprint management, climate solution development, and just transition promotion [2]. - In 2024, Longi's total operational carbon emissions are projected to be 3,184,782 tons of CO2 equivalent, reflecting a 23.8% increase from 2020 but a 37% decrease from the peak in 2023 [2]. Group 2: Energy Efficiency and Renewable Energy Usage - Longi implemented 477 energy-saving projects in 2024, expected to save 426 million kWh of electricity, equivalent to a reduction of 250,000 tons of CO2 [3]. - The company achieved a 10.7% year-on-year decrease in overall electricity consumption per unit, with significant reductions across various manufacturing stages [3]. - In 2024, Longi utilized 4.746 billion kWh of renewable electricity, accounting for 47.5% of total electricity consumption, an increase of 5.7 percentage points from 2020 [3]. Group 3: Supply Chain and Product Carbon Footprint - Scope 3 emissions represent nearly 90% of Longi's total value chain emissions, making it a critical area for achieving net-zero goals [4]. - In 2024, Longi's Scope 3 emissions totaled 2,734,000 tons of CO2 equivalent, with purchased goods and services accounting for 84% of this figure [4]. - Longi launched a "Green Supply Chain Empowerment Program" to encourage 50 suppliers to conduct carbon audits [4]. Group 4: Technological Advancements and Diverse Applications - Longi's monocrystalline silicon cell efficiency reached 27.81%, and the efficiency of the perovskite-silicon tandem cell reached 35%, both setting new world records [4]. - The company is diversifying its applications through BIPV, photovoltaic + agriculture, and photovoltaic + hydrogen projects, demonstrating adaptability in extreme climate conditions [4]. Group 5: Governance and Financial Planning - Longi has established a governance structure centered around its board and sustainability committee, linking climate performance to management compensation [5]. - The company has integrated its climate strategy into its budgeting system and conducted its first ESG dual materiality assessment in 2024, identifying "climate change response" and "energy management" as core financial issues [5]. Group 6: Global Collaboration and Commitment - Longi emphasizes the need for global collaboration in addressing climate change, advocating for open innovation, energy equity, and enhanced global cooperation [6]. - The company is transitioning from a photovoltaic product supplier to a builder and advocate of a zero-carbon energy ecosystem, showcasing its commitment to sustainable development [7].