🏢 公司Newsroom中天科技新闻Codex · 实盘不做把握 5/10
北京时间·源无时间·以抓取为准·⟳ 抓取 15:55:41·⚡ 决策 07-10 15:58:04 +2m23s·109.0 天前
中天科技与隆基绿能披露光伏及储能战略合作，但未披露订单金额或业绩增量
这是公司官网发布的战略合作宣传，合作方向为储能系统集成和光伏封装胶膜，但没有披露订单、采购量、价格、排他性或收入确认节奏。
📄 原文中天科技新闻↗ 原文
SNEC 2026: ZTT and LONGi Green Energy Form Strategic Partnership to Advance PV-Storage Integration
On June 3, during SNEC 2026, ZTT and LONGi Green Energy signed a strategic partnership agreement to strengthen collabor…
不做 中天科技（600522.SH）
战略合作宣传缺少金额、订单和业绩增量，且签约已在6月3日发生，无法形成短周期可回测edge。
不做 隆基绿能（601012.SH）
隆基绿能为大市值光伏龙头，本次仅为未披露金额的合作包装，不满足市值级真实利好要求。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-10 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是公司官网发布的战略合作宣传，合作方向为储能系统集成和光伏封装胶膜，但没有披露订单、采购量、价格、排他性或收入确认节奏。
- 签约发生在2026-06-03，信号正文到2026-07-10才发布，且内容更像SNEC期间合作回顾而非新增经营催化。
- 无法写出短周期内对中天科技或隆基绿能收入、利润、订单的可量化增量传导。
主要风险
- 若后续双方公告具体订单金额、供货份额或海外项目落地，需重新评估。
原文全文
展开原文 · 2,128 字
On June 3, during SNEC 2026, ZTT and LONGi Green Energy signed a strategic partnership agreement to strengthen collaboration in photovoltaic (PV) and energy storage technologies.
The signing ceremony was attended by senior executives from both companies, including Zhong Baochen, Chairman of LONGi Green Energy; Gao Jun, President of LONGi China; Xue Chi, Chairman of Jiangsu Zhongtian Technology Co., Ltd. (ZTT); and Miao Yonghua, President of Zhongtian New Energy Industry Group.
The agreement was signed by Cai Junjun, General Manager of Zhongtian Photovoltaic Materials Co., Ltd., and Li Yuchen, Vice President of LONGi China, on behalf of their respective organizations.
Under the partnership, the two companies will combine their strengths in technology, manufacturing, supply chain management, and market resources. The cooperation will focus on energy storage system integration and PV encapsulation film products, creating new opportunities for coordinated development across the renewable energy value chain.
As the global energy transition accelerates and carbon neutrality targets continue to drive industry transformation, closer integration between solar power and energy storage has become increasingly important. At the same time, stronger collaboration across the supply chain is essential to improving efficiency and delivering greater value to customers.
Since entering the new energy sector in 2011, ZTT has developed extensive expertise in energy storage systems and photovoltaic materials, supported by strong R&D capabilities and large-scale commercialization experience. As a global leader in solar technology, LONGi Green Energy continues to advance the industry through high-efficiency PV products, integrated energy solutions, and innovative energy services.
Building on their complementary strengths, ZTT and LONGi Green Energy will further explore cooperation in product innovation, market expansion, and customer development. Together, the two companies aim to deliver safe, reliable, and high-performance PV-storage solutions that support the global transition to a more sustainable energy future.
The signing ceremony was attended by senior executives from both companies, including Zhong Baochen, Chairman of LONGi Green Energy; Gao Jun, President of LONGi China; Xue Chi, Chairman of Jiangsu Zhongtian Technology Co., Ltd. (ZTT); and Miao Yonghua, President of Zhongtian New Energy Industry Group.
The agreement was signed by Cai Junjun, General Manager of Zhongtian Photovoltaic Materials Co., Ltd., and Li Yuchen, Vice President of LONGi China, on behalf of their respective organizations.
Under the partnership, the two companies will combine their strengths in technology, manufacturing, supply chain management, and market resources. The cooperation will focus on energy storage system integration and PV encapsulation film products, creating new opportunities for coordinated development across the renewable energy value chain.
As the global energy transition accelerates and carbon neutrality targets continue to drive industry transformation, closer integration between solar power and energy storage has become increasingly important. At the same time, stronger collaboration across the supply chain is essential to improving efficiency and delivering greater value to customers.
Since entering the new energy sector in 2011, ZTT has developed extensive expertise in energy storage systems and photovoltaic materials, supported by strong R&D capabilities and large-scale commercialization experience. As a global leader in solar technology, LONGi Green Energy continues to advance the industry through high-efficiency PV products, integrated energy solutions, and innovative energy services.
Building on their complementary strengths, ZTT and LONGi Green Energy will further explore cooperation in product innovation, market expansion, and customer development. Together, the two companies aim to deliver safe, reliable, and high-performance PV-storage solutions that support the global transition to a more sustainable energy future.
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