**Abstract**
After two years of overcapacity and trade tensions, the photovoltaic (PV) industry has recently seen a significant turnaround due to strong government support. The sector is showing signs of recovery, with several listed companies reporting improved net profits in the third quarter. As a result, both public and private funds are beginning to show interest in PV stocks, signaling a potential shift in market sentiment.
The industry faced major challenges this year, including overcapacity, supply chain disruptions, and anti-dumping measures from the EU, which led to widespread production halts. In the first half of the year, only around 3 GW of solar capacity was completed, far below the planned 10 GW for the full year. However, with the EU lifting punitive tariffs on Chinese exports and the government introducing supportive policies, the industry has started to stabilize.
In late August, the State Council issued a notice encouraging the healthy development of the PV sector by increasing subsidies to 0.42 yuan per kilowatt-hour, higher than initial expectations of 0.35 yuan. This move is expected to further boost the industry’s momentum.
At the 13th China Photovoltaic Conference, it was announced that new financial regulations will extend support to power companies, distributed projects, and individual investors, with credit lines as low as 50,000 to 500,000 yuan. These policies are expected to accelerate the growth of distributed PV systems and improve access to financing for smaller players.
Several listed PV companies have already shown signs of recovery. According to iFinD data, out of 23 solar-related firms, nine are expected to see year-on-year profit growth, while three may turn from losses to profits. For example, Zhonghuan Solar, which has been transitioning into new energy, expects a massive increase in net profit due to rising demand for high-efficiency wafers and joint ventures in PV power plants.
Meanwhile, Yijing Optoelectronics and Haitong Group have received regulatory approval for their asset restructuring, which is expected to be completed by year-end. This will make them the first pure-play A-share PV company with a complete industry chain. Longji Silicon, the world's largest monocrystalline silicon manufacturer, reported a 61% year-on-year increase in wafer sales and a net profit of 20.95 million yuan, completing 46.84% of its annual target.
ST Super Day also saw two consecutive daily limits, driven by an anticipated rise in gross margin and strategic expansion along the industry chain. These developments indicate a positive outlook for the sector.
Institutional investors have also taken notice. E Fund, Huashang, and ICBC Credit Suisse have added shares of Longcang in the second quarter, with E Fund becoming the sixth-largest shareholder. Xingquan Fund has become a major holder of Hairun Photovoltaic, accumulating over 180 million shares through multiple products.
Ancai High-Tech also saw increased institutional interest, with Huaxia Renaissance and Wang Yawei taking positions in the company. Despite a slow start, the stock surged by 61.29% in just 27 trading days, highlighting the growing confidence in the sector.
Overall, the combination of policy support, improved performance, and renewed investor interest suggests that the PV industry is entering a more stable and promising phase.
Countersunk Peel Type Blind Rivets
Countersunk Peel Type Blind Rivets,Peel Type Blind Rivets,Peel Type Blind Rivets Of Countersunk,Countersunk Peel Type Blind Rivet
TIANCHANG FASTENER SYSTEM CO..LTD , https://www.toprivet.com