Leading photovoltaic stocks suddenly staged a comeback, and mandatory energy consumption and efficiency standards may be introduced in the near future.

date
10/06/2026
The market sentiment of the photovoltaic sector suddenly reversed. At the close on June 10th, JinkoSolar Technology, Aixu Shares straight up limit, and LONGi Green Energy approached the limit. This sudden reversal was quite unexpected, with a large amount of funds pouring in during the last half hour. The long-lost surge in this sector may be related to a rumor in the afternoon. There was speculation on the internet that "it seems like next week will implement mandatory photovoltaic standards, involving silicon materials, silicon wafers, and components, and approximately 30% of production capacity may be eliminated based on previous criteria." Pengpai News contacted several companies to verify this information, and they all responded that they were aware of this speculation but could not confirm its authenticity at present. The authenticity of this "short essay" is uncertain, but there has indeed been a recent increase in policy expectations. During the SNEC Solar Energy Exhibition held last week, the head of a photovoltaic company revealed that, according to their understanding, the long-awaited third-level energy efficiency mandatory standard is expected to be introduced soon. It is understood that photovoltaic companies with significant technological advantages but suffering from slow industry-wide capacity clearance are eagerly anticipating this policy, as it will provide a technical basis for industry-wide selective tendering and procurement and the elimination of outdated products. "Companies that do not meet the standards will have a hard time. Financial institutions will immediately stop financing if they see that you do not have the ability to make technological upgrades." The above-mentioned person believes that the third-level energy efficiency standard should be implemented as soon as possible and continuously optimized and improved.
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