LONGi Green Energy Technology Co_ 1Q25 GPM declines; first sign of BC module scaling
2025-05-06 02:28
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 April 30, 2025 01:20 AM GMT LONGi Green Energy Technology Co | Asia Pacific M Update 1Q25 GPM declines; first sign of BC module scaling Reaction to earnings Unchanged In-line Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month Source: Company data, Morgan Stanley Research LONGi reported a 2024 net loss of Rmb8.6bn, vs a 2023 net profit of Rmb10.8bn. Inventory impairments were Rmb6.1bn, vs Rmb5.2bn in 2023. GPM narrowed by 11.1ppts ...