Longi(SH:601012) 中国能源报·2026-03-12 10:33Core Viewpoint - The article emphasizes the importance of energy transition and the development of renewable energy as a crucial path for addressing global climate change, highlighting China's commitment to green and low-carbon development as a significant contributor to global climate governance [1]. Group 1: Energy Transition and Climate Governance - Liu Zhenmin stated that energy transition is key to addressing global climate change, and the development of renewable energy is essential for this transition [1]. - The article underscores the resilience of global climate governance and the need to accelerate energy transition and renewable energy development to contribute to modernization and sustainable development [1]. Group 2: Photovoltaic Industry Development - She Haifeng highlighted that the continuous improvement in photovoltaic (PV) conversion efficiency and cost reduction provides significant support for combating climate change [3]. - The cost of photovoltaic power generation has decreased by over 90% in the past decade, making it the most economical power source in most countries, thus laying a solid foundation for a just global energy transition [4]. - Technological innovation is crucial for the PV industry, with Longi Green Energy leading advancements in battery efficiency and product development [4]. Group 3: Technological Innovations and Future Directions - Longi's BC battery technology has significantly improved PV reliability and efficiency, with the Hi-MO 6 module achieving a maximum efficiency of 22.8% and the upcoming Hi-MO 9 module expected to reach 24.43% [5]. - The article emphasizes the need for continuous innovation in next-generation technologies, such as monocrystalline silicon batteries and perovskite-silicon tandem batteries, to enhance PV as a primary energy source [7]. Group 4: Challenges and Solutions in the PV Sector - The PV industry faces challenges such as industry cycles and the "duck curve" phenomenon, which creates operational pressures on the power grid as PV penetration increases [8]. - To build a resilient energy system, the integration of solar, storage, and hydrogen technologies is essential, with Longi entering the hydrogen sector in 2021 and planning to expand into energy storage by 2025 [8]. - The vision is to transition PV from a "cheap power source" to a more stable energy form, enhancing its reliability and integration into the energy system [8]. Group 5: Vision for a Green Energy Ecosystem - Longi aims to go beyond single PV generation to create a deeply integrated green energy ecosystem that covers the entire clean energy chain from generation to storage and usage [9]. - The "Global Energy Interconnection High-end Dialogue" event serves as a platform for innovative exchanges and practical cooperation in the energy sector, promoting forward-thinking and collaboration [9].