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Shanghai Climate Week 2025:LONGi Jiaxing Production Base Becomes the World's First "Lighthouse + Zero-Carbon" Factory in the Global Photovoltaic Industry
Goldman Sachs: Lowered the demand forecast for CECEP Solar Energy in China, with limited negative impact from additional tariffs.
The bank predicts that the "Distributed CECEP Solar Energy Specification" / "Market-oriented Wind Power Price Reform Policy" will cause the internal rate of return for 30%-40% of annual solar installation projects to fall below the minimum investment threshold (8%).
The Chairman of LONGi Green Energy Technology once again increased shareholding today to support the market, and several Electrical Utilities and Energy companies also took action to convey bullish signals.
① Currently, Zhong Baoshen's total amount of Shareholding in two rounds has reached 0.188 billion yuan; ② In addition, today several Energy companies announced the release of Bullish Signals through share buybacks or increasing their shareholdings.
LONGi Green Energy Technology (601012.SH): From an industry perspective, the company's production capacity in the USA is at a relatively low level due to the increased costs from the current "reciprocal tariffs".
On April 7th, GELONGHUI reported that LONGi Green Energy Technology (601012.SH) stated on the investor interactive platform that recently, the USA government announced "reciprocal tariffs" on its global trade partners, with a tariff rate of 34% imposed on mainland China. The main products sold by the company in the USA market are Batteries and components. The Batteries and components from mainland China are subject to high trade barriers, making it difficult to export directly to the USA in recent years, primarily relying on overseas production capabilities for sales, with the company's Battery sales mainly used for manufacturing components in joint venture component factories in the USA. Currently, the company has established 5GW of component production capacity in the USA through a joint venture approach.
LONGi Green Energy Technology (SHSE:601012) Shareholders Have Endured a 65% Loss From Investing in the Stock Three Years Ago
Shanxi: The earthquake in Myanmar has affected the production of silicon wafers, and the prices in the downstream Industry Chain continue to rise structurally.
A 7.9 magnitude earthquake occurred in Myanmar, with strong tremors felt in Yunnan. According to various sources, this earthquake has a significant impact on the core western production areas of our photovoltaic silicon wafer pulling rods.
102884128 : getting disappointed with this counter. every day drop.