Added to YB: 2026-08-12
Pitch date: 2026-08-10
601012.SS [neutral]
LONGi Green Energy Technology Co., Ltd.
-1.16%
current return
Author Info
No bio for this author
Company Info
LONGi Green Energy Technology Co., Ltd. manufactures and sells monocrystalline silicon wafers, solar modules, and green hydrogen equipment in China, Europe, the Asia Pacific, and the United States.
Market Cap
CNY 97.7B
Pitch Price
CNY 12.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.72
P/E
-14.20
EV/Sales
1.22
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
3 interesting opportunities - LONGi Green Energy Technology Co., Ltd. (601012 CH)
601012.SS (overview): World's largest solar wafer maker at 2x P/B, CNY12.93. Severe industry oversupply, negative gross margins since 2024. Bull case on cyclical inflection: demand re-accelerating (higher oil, cheaper ESS batteries) + supply contracting (cash capex <50% of D&A). Compares to SK Hynix Q1'23 pre-30x run. Key: timing next shortage.
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