On September 30, Longji Green Energy disclosed the record of investor relations activities. It is believed that it is difficult to accurately predict the change of global PV market demand in 2026, but considering that the development of major traditional markets has gradually slowed down, it is preliminarily estimated that the change of global PV market demand in 2026 will be relatively stable.
At the same time, in view of the market and production scheduling in the third quarter, Longji Green Energy said that from the bidding price of components in the third quarter of this year, the price of components has risen slightly. In the third quarter, the company's component production schedule remained basically at a stable level, with little change between months.
In response to the compliance requirements of the "Big and American Act" in the United States, Longji Green Energy said that the company is currently considering reducing its shareholding ratio in joint venture factories in the United States.
In addition, the company also disclosed that it is currently conducting intensive research on the core issues related to perovskite tandem battery technology, but the technology is still the company's future reserve technology, and there is no mass production plan.
The full text is as follows:
1. How do you view the changes in PV market demand in 2026?
Answer: PV is a global market. Different markets are affected by many factors such as local energy development policies, supporting grid infrastructure, power structure and demand changes, showing different development rhythms. Therefore, it is difficult to accurately predict the changes in global PV market demand. However, considering that the development of major traditional markets has gradually slowed down, it is preliminarily estimated that the global photovoltaic market demand in 2026 will be relatively stable year-on-year.
2. What is the current price repair of downstream components in the industrial chain?
Answer: Judging from the bidding price of components in the third quarter of this year, the price of components has risen slightly.
3. May I ask about the company's component production schedule in the third quarter of this year?
Answer: The Company flexibly adjusts the production schedule of components according to its own component orders and changes in market demand. In the third quarter of 2025, the production schedule of components of the Company basically remained at a stable level, with little change between months.
4. What is the distribution of the company's BC module shipments in the domestic and foreign markets in the first half of this year?
Answer: In the first half of 2025, driven by the rush to install in the domestic market, about 55% of the company's BC module external sales occurred in the domestic market, and the overseas market accounted for about 45%.
5. What is the cost reduction progress of the company's HPBC 2.0 products?
Answer: The company is actively promoting various cost reduction schemes for HPBC 2.0 products. With the gradual production of production capacity in Tongchuan, Xixian and other regions, the production cost of HPBC 2.0 products will be further reduced.
6. According to the requirements of the "Big and American Act" of the United States, will the company consider reducing its shareholding ratio in the joint venture factory in the United States or plan to sell it all?
Answer: At present, the company is considering reducing the shareholding ratio of the joint venture factory in the United States to meet the compliance requirements of the "Big and American Act" in the United States.
7. Will the company consider the mass production plan of perovskite tandem battery technology?
Answer : In recent years, the company has made continuous breakthroughs in perovskite tandem battery technology, and is currently conducting intensive research on related core issues. Perovskite tandem battery technology is still the company's future reserve technology, and there is no mass production plan.
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