Entering October, most of the company's third-quarter results have been released. According to the comprehensive calculation of market information, company financial statements, professional views and other information, our wisdom language technology investment research platform in the strategic position has also undergone
a lot of changes. Today we will introduce to you into our strategy of photovoltaic leading - Longji shares.
1, promising new energy - photovoltaic industry photovoltaic power generation is the current mainstream of the new energy industry, through the use and transformation of solar energy, so as to achieve the continuous output of electric energy. At present, the penetration rate of photovoltaic power generation is only in the low single digits globally. With the gradual increase of carbon emissions and environmental protection requirements in various countries, the proportion of clean energy
and new energy will further increase.The IEA, the international energy agency, predicts that by 2040 renewables will account for more than two-thirds of total electricity production, with solar and wind accounting for 40%. Superimposed power demand long-term growth, the photovoltaic industry has a bright future.
2. Leading technology and low cost management build the company's powerful moat photovoltaic power station. The main raw materials are silicon wafers and related silicon wafers. After several years of development, the product system composed of monocrystalline silicon and monocrystalline silicon components has become the main raw material products with the highest power conversion efficiency and the lowest power generation
cost in the current photovoltaic market.The cost of photovoltaic power generation is relatively high and there is no cost advantage compared to other clean energy sources. How to better production in the environment of reduced subsidies, reduce raw material prices, reduce investment related costs is the key to the sustainable development of the whole industry. In order to improve product competitiveness, shares in the longji pull rods, slice, mainly in the production links such as rising, will own the silicon to reduce costs (by 2018, the company is a cost only 0.8 0.9 yuan lower than
the industry average of 1.1 yuan/w/w), the PERC battery conversion efficiency reached 24.06%, the company's monocrystalline silicon and monocrystalline silicon components products more competitive in the market, as the future
new capacity gradually release, the level of profitability is expected to be a higher level again.
The development of the photovoltaic industry can be said to be several twists and turns, the decline of policy subsidies, technological innovation makes the whole photovoltaic industry boss several changes. However, after several years of capital investment and fierce struggle, the cost advantage and technical advantage of Longji Stock are gradually reflected. The release of new capacity and the improvement of photovoltaic power generation penetration
rate will make Longji Stock have a good development prospect (the market is expected that the compound growth rate of net profit in the next two years will exceed 25%).At present, the company's stock price trend is relatively strong. If the company's short-term stock price appears a large adjustment in the future and the photovoltaic industry develops steadily, investors can pay close attention to the investment opportunities of Longji shares.