of May 29, Longji Green Energy released a record of investor relations activities. In view of the photovoltaic market, the development of energy storage business, the company's technical products and other issues, Longji Green Energy responded.
First of all, in terms of photovoltaics, Longji Green Energy said frankly that the global demand for photovoltaics has slowed down in 2025, and this change is expected to continue until 2026. "In the traditional market, the development of China, Europe and the United States has slowed down due to policy adjustment and the pressure of power grid absorption."; For emerging markets, India, Southeast Asia, Africa and other markets
for the current situation of the photovoltaic industry, Longji Green Energy said that it is still in the stage of deep adjustment, but the price of the industrial chain remains basically stable. However, this year, it is expected that there will be some positive changes in the industry under the combined effect of legalization and market-oriented means. In terms of
product technology, in response to when HIBC will be mass-produced, Longji Green Energy replied: "At present, the company's mainstream product is HPBC 2."
Longji Green Energy achieved 12.62 GW of module shipments , of which BC module sales were 8. In the second quarter of this year, the company's component shipments will increase compared with the previous quarter.
In addition, Longji Green Energy said that up to now, the company has no plans for mass production of crystalline silicon-perovskite tandem batteries. In terms of
energy storage business, Longji Green Energy disclosed that since the release of energy storage products in early April 2026, the company has reached some strategic cooperation at home and abroad and achieved the delivery of energy storage products. It is mainly aimed at large-scale energy storage and industrial and commercial energy storage applications.
For this year's 6G Wh energy storage shipment target, Longji Green Energy is expected to focus on the second half of this year, "if the company just completed the layout and integration of energy storage business in the first quarter of this year".
2. What is the impact of the Middle East geopolitical conflict on PV demand? At present, some overseas markets have actively promoted the transformation of local energy from the policy level, providing important support for the long-term development of renewable energy such as photovoltaic.
3. When is the turning point expected in the photovoltaic industry? This year, it is expected that there will be some positive changes in the industry under the combined effect of the rule of law and market-oriented means.
4. What are the competitive advantages of the company's HPBC 2.0 products? At present, the mainstream version of HPBC2. In addition, with the continuous deepening of photovoltaic application scenarios and the increasing diversification of customer demand, the company has launched a series of sub-scenario products based on BC technology, such as wind and sand resistance, salt fog resistance, humidity and heat resistance, lightweight, anti-glare, three-proof components, etc. Innovative release of Hi ROOF S, home green power eHome, Longding 5, Longjin 3 and other light construction integration iteration products, in the industry to form a "scenario + differentiation" full matrix product ecology, further enhance the company's BC product differentiation competitiveness.
5. Please introduce the capacity planning of the company's battery metallization scheme?
6. Please introduce the advantages of the company's energy storage business and the specific application market? Since the release of energy storage products in early April 2026, the company has reached some strategic cooperation at home and abroad and achieved the delivery of energy storage products, mainly for large-scale energy storage and industrial and commercial energy storage applications.
7. Please introduce the company's shipment plan and rhythm of energy storage products this year?
8. I would like to ask about the technical distribution of BC component shipments in the first quarter of 2026. When does the company plan to produce HIBC components on a large scale? 34GW, mainly HPBC2. At present, the company's mainstream products are HPBC2.9
. What is the company's component shipments in the second quarter of 2026?
10. Does the company have a mass production plan for perovskite tandem batteries this year?
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