Longi(SH:601012) 中国能源报·2026-01-26 10:27Core Viewpoint - The article emphasizes the transformation of Longi Green Energy from a single product provider to a comprehensive energy service provider, highlighting the role of solar energy in achieving global energy security and the importance of technological innovation and ecological collaboration in building a zero-carbon power system [1][5]. Group 1: Technological Innovation - Longi focuses on bifacial and BC solar cell technologies, achieving world records and international validation, emphasizing that innovation must be coupled with commercialization capabilities [3]. - The company has launched mass production of BC modules and established "lighthouse factories" utilizing digitalization and AI to ensure product reliability in large-scale applications, providing essential components for zero-carbon transitions [3]. Group 2: Integrated Energy Solutions - Longi has developed a "solar + storage + hydrogen" collaborative framework to address systemic challenges in energy transition, integrating solar energy into various sectors such as construction and transportation [5]. - This comprehensive solution is a collaborative effort with global industry partners, marking Longi's shift to a comprehensive energy service provider [5]. Group 3: Global Collaboration and Market Dynamics - The decreasing cost of solar energy and its expanding application scenarios position it as a core driver of global energy structure transformation, with Longi contributing approximately 27% to global solar installations [7]. - In developed markets, the combination of solar and storage is seen as the optimal solution for increasing energy demand, while in developing regions, solar energy is crucial for achieving energy accessibility and sustainable development [7]. Group 4: Addressing Non-Technical Barriers - Longi faces non-technical challenges such as weak grid infrastructure and supply chain resilience, which need to be addressed for the global proliferation of solar energy [7]. - The company has implemented global practices, such as integrating solar with water pumps in Pakistan and providing on-demand solutions in Africa, to enhance local livelihoods and business operations [7]. Group 5: Future Outlook and Collaboration - Longi aims to tackle supply chain challenges through localized production and technological cooperation, positioning itself as a reliable partner in global energy transition [9]. - The company advocates for open collaboration across the globe, emphasizing the need for long-term value investment, flexible regulatory mechanisms, and supportive policies for technological innovation and cross-border cooperation [9].