Photovoltaic industry chain prices show signs of recovery, with major investors increasing their holdings in seven photovoltaic equipment stocks.

date
24/08/2025
Since the beginning of July, factors such as strong expectations for "anti-internal competition," self-discipline conventions of "selling not lower than cost price," and partial production cuts have led to a significant rise in prices in the photovoltaic sector, such as silicon materials and silicon wafers, as well as a recovery in prices of solar cells and modules. According to statistics from Securities Times Data, based on the performance data disclosed in the current semi-annual report, the net profit of photovoltaic equipment stocks in the first half of 2025 is positive and year-on-year growth is only a minority, such as Jinlang Technology, Hengdian Dongci, Qinyuan Shares, Jiejia Weichuang, Der Laser, etc. In terms of funding, as of August 22, there are seven photovoltaic equipment stocks that have had a net purchase of over 100 million yuan since August, namely Jiejia Weichuang, Suntech Power, Lion Research New Technology, Hengdian Dongci, Gaotest Shares, Micro Nano Materials, and Poly Materials.