Either terminate the project or divest assets. Some A-share "chasing the light" investors have implemented stop-loss measures.
In early 2026, a number of companies in the photovoltaic industry chain announced the termination, delay, or divestment of investment projects. It is not uncommon for photovoltaic enterprises to "halt" their actions, but reporters have learned that the reasons for these halts are undergoing marginal changes. "The photovoltaic industry is transitioning from oversupply to accelerated capacity clearing phase, with the clearance in 2026 expected to be more intense than in 2025," said Gao Ling, a photovoltaic industry analyst at Longzhong Information, to reporters. The accelerated pace is due to weakening demand expectations on top of the already accumulated supply-demand contradictions. From another perspective, the stronger "pressure" is also pushing for market competition and natural clearance, laying the foundation for the recovery and health of the photovoltaic industry.
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