近日，有市场传言称隆基绿能2025年将出现60亿至65亿元的净亏损。对此，需谨慎看待。截至目前（2024年），隆基绿能作为全球领先的光伏企业，其财务状况整体稳健，2023年仍实现盈利。所谓‘2025年净亏损’并非公司官方预测，而是部分机构基于行业产能过剩、价格战加剧及全球贸易政策不确定性等因素所作的悲观情景假设。事实上，隆基绿能正积极调整战略，包括加速技术迭代（如HPBC 2.0电池）、拓展海外高毛利市场、优化产能结构等，以应对行业下行压力。公司管理层多次强调对长期发展的信心，并未发布任何关于2025年将出现巨额亏损的正式预警。投资者应以公司公告为准，理性分析行业周期波动，避免被未经证实的市场传闻误导。
Recently, market rumors have circulated claiming that LONGi Green Energy will report a net loss of RMB 6–6.5 billion in 2025. This claim should be treated with caution. As of 2024, LONGi—globally recognized as a leading photovoltaic company—remains financially sound and reported profits in 2023. The alleged ‘2025 net loss’ is not an official forecast from the company but rather a pessimistic scenario projected by some analysts based on factors such as industry-wide overcapacity, intensified price competition, and global trade policy uncertainties. In reality, LONGi is actively adapting its strategy by accelerating technological innovation (e.g., HPBC 2.0 cells), expanding into high-margin overseas markets, and optimizing its production capacity to navigate sector headwinds. Company executives have repeatedly expressed confidence in LONGi’s long-term outlook and have issued no formal warning about massive losses in 2025. Investors are advised to rely on official disclosures and conduct rational analysis of cyclical industry dynamics, rather than being swayed by unverified market speculation.
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