11月26日，隆基绿能（601012.SH）在英国伦敦举行储能产品解决方案发布会，副总裁佘海峰首次面向全球系统阐述隆基绿能储能战略，并重磅推出储能一 站式解决方案。 从11月13日收购精控能源进军储能市场消息被证实，到储能产品解决方案发布会，隆基绿能仅仅用了13天就完成了从全球光伏领导者向"光储氢一体化"综合 能源解决方案提供商的战略升级。 此外，有经销商近期透露，隆基绿能已经在国内开始拓展渠道，有经销商已经与其签订了两台别墅储能设备的合同。 在发布会上，佘海峰首次提出以光伏、储能、氢能为核心的"稳定三角"能源架构。佘海峰称，"光伏是清洁能源的创造者，储能是电力系统的稳定器，氢能 则是平衡能源系统的调节器""三者的协同将构建真正广普及、高韧性、可负担的零碳能源体系"。 此外，在发布会上隆基绿能还正式宣布在欧洲设立首个光储技术创新中心。该中心将整合项目咨询、技术培训、运维支持与备件服务等核心职能。此举旨在 致力于为欧洲客户提供快速响应、覆盖全生命周期的本地化专业服务，全方位保障光储一体化资产的安全性、可靠性与长期收益。 佘海峰表示，"欧洲能源转型的迫切需求与成熟的市场机制，为'光储氢一体化'解决方案提供了理想的 ...

Core Insights - The company reported a revenue of 50.915 billion yuan for the first three quarters of 2025, a year-on-year decrease of 13.10%, with a net profit attributable to shareholders of -3.403 billion yuan, showing a reduction in losses compared to the previous year [1] - The company is acquiring a controlling stake in Suzhou Jingkong Energy Technology Co., Ltd., which specializes in lithium-ion battery energy storage systems, indicating a strategic move into the energy storage sector [2] - The photovoltaic industry is experiencing a "de-involution" trend, which is expected to improve pricing and profitability across the supply chain [2] Financial Performance - For Q3 2025, the company achieved a revenue of 18.101 billion yuan, down 9.78% year-on-year and 5.53% quarter-on-quarter, with a net profit of -0.834 billion yuan, showing significant reduction in losses compared to the previous quarter [1] - The company sold 11.26 GW, 13.46 GW, and 13.43 GW of silicon wafers in the first three quarters, and 16.93 GW, 24.92 GW, and 21.58 GW of battery modules, indicating stable sales performance [1] Strategic Moves - The acquisition of approximately 61.9998% voting rights in Jingkong Energy will allow the company to control the energy storage business, enhancing its product offerings in this growing market [2] - A significant launch event for energy storage solutions was held in London, showcasing the company's strategic direction in energy storage [2] Industry Outlook - The ongoing "de-involution" policies in the photovoltaic industry are expected to stabilize prices and improve profitability, which could benefit the company [2] - The company is projected to see revenue growth from 65.434 billion yuan in 2025 to 96.332 billion yuan in 2027, with net profits expected to turn positive by 2026 [3]

Core Viewpoint - Longi Green Energy has launched a one-stop energy storage solution, emphasizing the integration of photovoltaic, energy storage, and hydrogen energy to create a comprehensive, resilient, and affordable zero-carbon energy system [1] Group 1: Company Strategy - Longi's Vice President, She Haifeng, outlined the company's energy storage strategy, highlighting its leading technologies in photovoltaic and hydrogen energy, including a HIBC battery efficiency of 27.81% and the world's largest ALK electrolyzer production capacity [1] - The launch of the energy storage business signifies the further enhancement of Longi's "photovoltaic-storage-hydrogen" full value chain strategy [1] Group 2: Industry Insights - The current development stage of the energy storage industry is likened to the early days of photovoltaic technology, characterized by confidence-driven rapid growth but also disordered competition [1] - Future competition in the energy storage sector will shift from "availability of technology" to "reliability of value," with safety, reliability, and robustness being key metrics for evaluating energy storage solutions [1] Group 3: Market Expansion - Longi Green Energy announced the establishment of a solar-storage technology innovation center in Europe, which will integrate project consulting, technical training, operational support, and spare parts services [1] - The energy storage solutions will initially be implemented in key markets such as the UK, Germany, Italy, and Spain, capitalizing on Europe's urgent energy transition needs and mature market mechanisms [1]