종합 밸류에이션 구간 · 보수적 ¥10–¥10.5 / 적정 ¥12.5–¥16.5 / 낙관적 ¥19.5–¥22. ¥12.64 기준, 적정 내재가치 구간 내.
보고서 발행 시 ¥13.12（2026년 7월 1일）
FT reported LONGi posted a 2024 revenue decline and net loss amid China's solar overcapacity pressure.
Possible impact:May affect expectations for earnings recovery, capacity utilization and pricing pressure.
LONGi signed a strategic MoU with Saudi Water Authority covering PV, storage, green hydrogen and localization cooperation.
Possible impact:May affect Middle East expansion expectations, though commercial impact depends on follow-on orders.
LONGi signed an 81.66MW Hi-MO 9 module supply agreement with Greece's FARIA Renewables for two utility projects.
Possible impact:May affect expectations for European BC module shipments and high-efficiency product adoption.
LONGi launched the LONGi ONE full-stack BESS portfolio at Intersolar Europe, expanding integrated solar-plus-storage offerings.
Possible impact:May affect expectations for revenue mix expansion from modules into integrated solar-plus-storage systems.
LONGi said it is working to supply about 50% of Enery's 1.5GW 2026/2027 Central and Eastern Europe pipeline.
Possible impact:May affect expectations for large European project orders and Hi-MO 9 volume ramp-up.
Automatically summarized from public sources; for context only, not investment advice.
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LONGi Green Energy Technology Co., Ltd. manufactures and sells monocrystalline silicon wafers, solar modules, and green hydrogen equipment in China, Europe, the Asia Pacific, and the United States. The company offers monocrystalline silicon wafers, including tere, p-type, and n-type silicon wafers; high conversion rate components comprising Hi-MO X10, Hi-MO 9, Hi-MO 7, Hi-MO X6 Max, Hi-MO X6, Hi-MO 5m, and Hi-MO 5; green hydrogen production equipment that include ALK Hi1 and ALK G; and building photovoltaics, such as LONGi Hi ROOF S and E, as well as Longji Longding 6 and Longjin 3. It also provides solutions for distributed photovoltaic power stations, ground-mounted photovoltaic power stations, and building-integrated photovoltaics. The company was formerly known as Xi'an LONGI Silicon Materials Corp. and changed its name to LONGi Green Energy Technology Co., Ltd. in January 2017. LONGi Green Energy Technology Co., Ltd. was founded in 2000 and is based in Xi'an, China.
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