HK Stock Market Move | Photovoltaic stocks are mostly rebounding, and China's photovoltaic industry is maintaining a fast development momentum. Institutions say that the 26-year industry chain is expected to turn losses into profits.

Most photovoltaic stocks rebounded, as of the time of writing, XINYI SOLAR (00968) rose 5.38% to 3.72 Hong Kong dollars; Hainan Drinda New Energy Technology (02865) rose 4.95% to 38.2 Hong Kong dollars; FLAT GLASS (06865) rose 4.82% to 11.96 Hong Kong dollars; Triumph New Energy (01799) rose 4.1% to 3.27 Hong Kong dollars; GCL TECH (03800) rose 2.48% to 1.24 Hong Kong dollars. On the news front, recently, the National Energy Administration released data showing that by 2025, the national photovoltaic installed capacity will add 317 million kilowatts, a year-on-year increase of 14%, including 164 million kilowatts of centralized photovoltaics and 153 million kilowatts of distributed photovoltaics. By December 2025, the national photovoltaic power generation installed capacity will reach 1.2 billion kilowatts, a year-on-year increase of 35%. China's photovoltaic industry continues to develop rapidly, achieving significant results in energy green and low-carbon transformation. Guoyuan stated that since July 2025, China's "anti-indentation" measures have boosted the prosperity of the photovoltaic industry. Price control and the dual effect of supply-side clearing are expected to drive industry profitability restoration. Some companies at the end of the industry chain are gradually exiting, coupled with the high-efficiency technological transformation of industry leaders. In 2026, the photovoltaic industry chain is expected to achieve a turnaround; AI algorithm construction and other factors will generate rigid electricity demand, and global photovoltaic demand may exceed expectations, accelerating the arrival of sectoral opportunities.