Longji Green Energy and Trina Solar Response: About Production Expansion, Market and Layout!

2025-06-04 17:14:57

On June 3, Longji Green Energy released a record of investor relations activities. Li Zhenguo, director and then general manager of the company, Liu Xuewen, director and financial officer, and Lu Yi, independent director, participated in the reception and responded to questions about market layout, HPBC2.0 technology progress and capacity planning.

On June 3, Longji Green Energy released a record of investor relations activities. Li Zhenguo, director and then general manager of the company, Liu Xuewen, director and financial officer, and Lu Yi, independent director, participated in the reception. In terms of market layout, HPBC 2.

since May" the sales-oriented production mode, adjusts production scheduling according to market demand and orders, and keeps inventory controllable.".

In addition, in terms of technology and production capacity, Longji Green Energy said that the company's HPBC2.

About 50% of them come from the transformation of the original HPBC1.0 and PERC battery production lines. It is expected that 50GW HPBC2 will be formed by the end of 2025. At present, the company has HPBC2.

In addition, in view of the recent changes in the US market policy, Longji Green Energy said it had not lowered its component shipment target for the US market this year. In response, the company said that the joint venture factory of 5G W components in the United States has reached production capacity , and Malaysia's double anti-tariff is lower than other markets in Southeast Asia , and batteries are expected to continue to be exported to the United States.

On the same day, another should note that Trina Solar said that the existing capacity layout has been able to fully meet the 2025 full-year shipment plan.". Based on this, the company has not yet planned new capacity investment projects. In

addition , in terms of energy storage business, the company achieved shipments of 4.

At the same time, the company plans to maintain more than 100% growth in shipments and revenue in 2025 (that is, the annual shipment target of 8-10G Wh ). Especially in the overseas market, it will focus on large customers and optical storage integration customers. At present, the number of signed orders has exceeded 5G Wh, which will increase several times compared with the overseas shipments in 2024.

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Correlation

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