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