LONGi stock reports 125 percent BC shipment growth

Published on 10/07/2026 at 10:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

LONGi stock posted CNY 27.045 billion in first-half revenue on September 11, 2026, while BC module sales rose 125 percent. The shares were last at CNY 11.21 on September 30.

LONGi, CNE100001FR6, Illustration mit AI erstellt.

LONGi stock (ISIN CNE100001FR6) was last at CNY 11.21 on the Shanghai Stock Exchange on September 30, 2026, up 2.94 percent from the previous close. The bigger story is operational: first-half 2026 BC module sales rose 125 percent year over year to 19.55 GW.

BC products gain ground

According to Global Times on September 11, 2026, LONGi generated CNY 27.045 billion in operating revenue during the first half of 2026. BC products accounted for more than 65 percent of module shipments, while overseas module shipments increased more than 26 percent year over year.

The shipment mix gives LONGi a measurable growth pocket inside a difficult solar cycle. Module shipments reached 29.93 GW, wafer shipments totaled 48.91 GW, and energy-storage orders exceeded 3 GWh during the period, according to Futubull.

Losses remain the counterweight

The same first-half report showed a net loss attributable to the parent company of CNY 3.684 billion, while adjusted net profit attributable to the parent company was a loss of CNY 4.032 billion. Second-quarter revenue was CNY 15.853 billion, down 17.26 percent year over year but up 41.66 percent from the prior quarter, according to Futubull.

The efficiency gains are therefore competing with weak profitability. LONGi's latest HIBC silicon cell reached 28.29 percent conversion efficiency, a record that followed earlier 2026 marks of 28.04 percent and 28.13 percent, as The Cool Down reported on September 29, 2026.

Analysts see recovery potential

MarketScreener lists an Outperform consensus from 17 analysts, with an average target of CNY 15.76. That target lies 40.6 percent above the CNY 11.21 price, making the analyst view dependent on a recovery from the current loss cycle rather than on shipment growth alone.

For investors, the key divide is clear: BC sales and overseas demand are expanding, while revenue and earnings remain under pressure. LONGi's market capitalization stood at CNY 84.7 billion as of October 6, 2026.

LONGi stock keeps a technology premium

The stock's Shanghai listing and CNE100001FR6 identity are confirmed by TradingView. LONGi stock combines a 125 percent increase in BC module sales with a 17.58 percent first-half revenue decline, leaving technology execution and margin recovery as the central valuation questions.