From about the end of August 2021, the stock price trend of LONGi Green Energy is almost always weaker than that of BK1031, and roughly also weaker than other major manufacturers of photovoltaic equipment. As a result, all kinds of bearish discussions are overwhelming, and it seems that LONGi will never recover. Recently, LONGi’s stock price has returned to the level at the end of 20. What will happen next? We do not discuss stock prices here, but only list the latest financial report data, and examine LONGi’s competitive position from the perspective of industry competition and the comparison of major manufacturing leaders (over 100 billion) in A-share industries.
First of all, the comparison made by @三名名 after the disclosure in the mid-term newspaper has this meaning: (I don’t understand why copying my own 08/23 post will become a “delisted” picture?? If you are interested, you have to go by yourself. found.)
After the third quarterly report came out, we also did some homework (based on the almond data), not only compared the targets of the first echelon of photovoltaics, but also briefly compared the manufacturing leaders of many industries, not only considering the quality of profits, but also paying attention to the overall cash of the company Flow, growth potential, competitive position, and operational capabilities, and also focus on metrics that Buffett values.
Photovoltaic first echelon
100 billion manufacturing leader
You can also look at the trend data of various cash flows of LONGi over the years
Financial data is backward-looking information and, fundamentally, is not decisive for a company’s competitiveness over the long term. The decisive factor in the long run is the people, especially the core management, and the corporate culture. Financial stability is a prominent feature of LONGi’s culture. Financial stability constitutes the basic material guarantee of “reliability” in the core of LONGi’s culture, both for customers and employees. LONGi is also forging ahead. Its contract liability data sheds light on this from one angle. The organic integration of steadiness and progress is the external manifestation of LONGi’s continuous internal competitiveness. The 22-year Q3 financial report data once again conveyed such information. Three days later, on November 2, it is expected that LONGi will show the world a more magnificent sign of endeavour.
Disclosure: LONGi has been our No. 1 holding since June 2020
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