LONGi Green Energy Technology Co (601012) Fair Value & Analysis
Technology · CN · Market cap 91.8B CNY
Fair value as of: Jul 11, 2026
From 4 valuation models · updated 27 days ago
Fair value updated Jul 11, 2026, revised from ¥21.49 to ¥13.42 (−37.6%) since Jun 24, 2026. Share price +4.3% over the past month.
Below-average quality, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.
How to read this chart
60‑month range ¥11.74 – ¥70.30 · fair‑value band ¥10.46 – ¥16.36 · the ¥12.74 price screens below the ¥13.42 fair value. Dashed = 300-day average. As of Jul 11, 2026.
Analysis
LONGi Green Energy Technology Co (601012) currently trades at ¥12.74, while our model-based Fair Value estimate is ¥13.42, implying the stock looks roughly 5.3% fairly valued today. We read business quality at 36/100 (below-average quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.
Over the trailing twelve months, LONGi Green Energy Technology Co generated revenue of 67.9B CNY at a net margin of -10.2%. Revenue declined 18.0% year over year. It earns a return on equity of -12.6%. The balance sheet holds a net cash position of 6.0B CNY. Fundamentals as of Jul 11, 2026
Our scenario range runs from ¥10.46 (bear case) to ¥16.36 (bull case); at ¥12.74, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 46% below its 52-week high, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -75% fair-value upside, at 5%, 601012 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 4 models by family
Widest divergence: Multiples (¥11.07) versus Dividend Discount (¥1.01). Highest evidence: Gordon GGM (70).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 40 · Market factors (momentum, volatility) 29
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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. The company offers monocrystalline silicon wafers, including tere, p-type, and n-type silicon wafers; high conversion rate components comprising Hi-MO X10, Hi-MO 9, Hi-MO 7, Hi-MO X6 Max, Hi-MO X6, Hi-MO 5m, and Hi-MO 5; green hydrogen production equipment that include ALK Hi1 and ALK G; and building photovoltaics, such as LONGi Hi ROOF S and E, as well as Longji Longding 6 and Longjin 3. It also provides solutions for distributed photovoltaic power stations, ground-mounted photovoltaic power stations, and building-integrated photovoltaics. The company was formerly known as Xi'an LONGI Silicon Materials Corp. and changed its name to LONGi Green Energy Technology Co., Ltd. in January 2017. LONGi Green Energy Technology Co., Ltd. was founded in 2000 and is based in Xi'an, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LONGi Green Energy Technology Co reported revenue of ¥70.3B in FY2025 versus ¥80.6B in FY2021, a compound −3.3%/yr. Reported net income was −¥6.4B in FY2025.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- LONGi Awarded "2026 Climate Lighthouse" Outstanding Case of 2026 Shanghai Climate Week: Zero-Carbon Technology Leads Green Transition
- Electrolyzers Global Market Forecasts 2025-2031 with Thyssenkrupp Nucera, Siemens Energy, Nel, Cummins, Plug Power, LONGi, Asahi Kasei Domin
- LONGi Chairman Zhong Baoshen Spoke at Davos 2025 Conference: Global Cooperation Will Accelerate the Adoption of Photovoltaic Technology, Emp
- LONGi at 2025 WEF Annual Meeting: Solar Beating All Expectations
Peer Group
Semiconductor Equipment & Materials · 208 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Semiconductor Equipment & Materials median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Semiconductor Equipment & Materials stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ASML Holding ASML | C$50.50 | C$15.57 | -69% |
| Applied Materials, Inc AMAT | $579.43 | $143.08 | -75% |
| Lam Research Corporation LRCX | $346.10 | $67.57 | -80% |
| KLA Corporation KLAC | $212.75 | $53.01 | -75% |
| NAURA Technology Group 002371 | ¥774.20 | ¥151.43 | -80% |
| Advanced Micro-Fabrication Equipment Inc 688012 | ¥350.69 | ¥41.79 | -88% |
| Piotech Inc 688072 | ¥832.00 | ¥431.44 | -48% |
| Hon. Precision, Inc 7769 | 6,005 TWD | 1,804 TWD | -70% |
| Hangzhou Changchuan Technology Co 300604 | ¥325.24 | ¥33.33 | -90% |
| MPI Corporation 6223 | 5,600 TWD | 609.44 TWD | -89% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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