Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601012.SS
STRONG SELLREMOVELONGi Green Energy Technology Co., Ltd. · Technology · China · $14.8B · Avg Vol: $284M/d
LONGi Green Energy is a global leader in solar monocrystalline silicon. However, the solar industry is currently undergoing severe capital destruction due to massive overcapacity, price wars, and regulatory tariffs, making it a poor risk-reward play despite the green transition.
COMPANY DESCRIPTION
LONGi Green Energy Technology Co., Ltd. is the world's largest manufacturer of monocrystalline silicon wafers, cells, and solar modules. The company's competitive moat is built on massive economies of scale, industry-leading R&D investment, and proprietary continuous pulling technology that minimizes production costs. It is the dominant global leader in the solar photovoltaic industry, driving technological standards and global transition to clean energy.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 19.1B | 19.1B | 12.2B | 10.4B | -18.3% |
| EPS | 0.29 | 0.21 | -0.17 | -0.13 | -27.2% |
| Shares | 7.6B | 7.6B | 7.6B | 7.6B | -0.0% |
| Debt | 1.9B | 2.8B | 4.4B | 5.2B | 38.9% |
| Equity | 9.2B | 10.4B | 9.0B | 8.0B | -4.4% |
| Op CF | 3.6B | 1.2B | -698.2M | 644.2M | -43.7% |
| Inv CF | -746.5M | -832.9M | -1.1B | -755.0M | — |
| Fin CF | 635.4M | 46.5M | 1.2B | 414.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 601012.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601012.SS | LONGi Green Energy Technology Co., Ltd.(you) | $14.8B | 11 | STRONG SELL |
| 688126.SS | National Silicon Industry Group Co., Ltd. | $16.6B | 16 | STRONG SELL |
| 688361.SS | Skyverse Technology Co., Ltd. | $13.9B | 24 | SELL |
| 688234.SS | SICC Co., Ltd. | $11.3B | 24 | SELL |
| 688048.SS | Suzhou Everbright Photonics Co., Ltd. | $10.7B | 27 | SELL |
| 002129.SZ | TCL Zhonghuan Renewable Energy Technology Co.,Ltd. | $6.2B | 17 | STRONG SELL |
| 688037.SS | KINGSEMI Co., Ltd. | $8.6B | 24 | SELL |
| 300666.SZ | Konfoong Materials International Co., Ltd | $12.6B | 34 | SELL |
| 300751.SZ | Suzhou Maxwell Technologies Co., Ltd. | $9.2B | 29 | SELL |
| 002185.SZ | Tianshui Huatian Technology Co., Ltd. | $10.0B | 33 | SELL |
Peer medians: ROE 3.9% · P/E 77.4x · Gross margin 26.0%