The market value has evaporated 660 billion yuan a year, and the photovoltaic industry is about to shuffle! In the first half of the year, the output of photovoltaic cells increased by 54.5% compared

& lt; Today's Highlights & gt;

1. After a Year's Market Value Evaporated by 660 Billion, Has the PV Cycle turning point Arrived? The stock price of

battery leader Longji Green Energy has been cut in half, and its market value has evaporated by more than 230 billion yuan; the shares of silicon giant Tongwei have fallen by 40% , and its market value has decreased by nearly 100 billion yuan compared with the peak period. In addition, Xiexin Technology, Daquan Energy, Hesheng Silicon and other leading photovoltaic industries have witnessed a sharp decline. According to the statistics of 35 A-share listed companies in the photovoltaic industry chain, the market value of the photovoltaic industry chain evaporated 659.794 billion yuan from June 30, 2022 to June 30, 2023.

2. National Bureau of Statistics: In the first half of the year, the output of photovoltaic cell products increased by 54.5%

as compared with the same period last year. In the first half of the year, the output of photovoltaic cells, wind turbines and hydro-generator units increased by 54.5%, 48.1% and 32.3% as compared with the same period last year, respectively. The output of ultra-white glass, polycrystalline silicon and monocrystalline silicon for solar energy industry is 89.1%, 86.4% and 54.1% respectively.

3. Net profit is expected to increase by more than 111%! Aixu

issued a semi-annual performance forecast for 2023, predicting that the net profit attributable to the owner of the parent company in the first half of 2023 will be 1.26 billion yuan to 1.4 billion yuan, an increase of 111.41% to 134.90% over the same period of last year. It is estimated that the company will achieve a net profit of 1.22 billion to 1.36 billion in the first half of 2023, an increase of 120.01% to 145.26% over the same period last year.

4. Photovoltaic industry reshuffle is imminent: how leading enterprises cross the cycle

industry insiders pointed out that the periodic overcapacity triggered a new round of industry reshuffle is imminent. How to cross the industry cycle steadily is a subject that photovoltaic enterprises must face directly. Scale advantages and new application scenarios brought about by local conditions may become key indicators for evaluating leading enterprises.

< Project Progress & >;

1. New developments! On July 14, the supporting power grid project of the 4 million kilowatt new energy project was approved

, and the second batch of large-scale wind power photovoltaic base "Shanghai Temple Phase II" supporting project of the 4 million kilowatt new energy project was approved by Inner Mongolia Electric Power Group. The project is located in Shanghaimiao Town, Etok Front Banner, Ordos City. It is planned to build two 500 kV collection stations, three 500 kV outgoing lines totaling 17 kilometers, and eight 220 kV collection lines totaling 87 kilometers, with a total investment of 803 million yuan.

2. The total investment is 5 billion! Jiangxi 1GW heterojunction modules will be put into production

soon, of which the first phase will invest 1 billion yuan to build 1GW heterojunction batteries and 2GW high-efficiency modules, the second phase will build 4GW heterojunction batteries and 3GW high-efficiency modules, and the third phase will build 3GW heterojunction batteries. After the completion of the total investment of 5 billion yuan in the third phase, the annual output value of the project will reach about 16 billion yuan.

3.10GW！ Jingao Qujing Phase III battery

offline Jingao Phase III 10g W high-efficiency battery offline, boosting the production capacity of 40 GW monocrystalline silicon rods, 40 GW slices and 23 GW cells in the Economic Development Zone, adding a new engine to the green silicon photovoltaic industry cluster in the Economic Development Zone, and also realizing the layout of Jingao Science and Technology in the whole industry chain in Qujing, opening a new chapter of development. Up to now, Jingao Science and Technology has continuously laid out four projects in Qujing, with a total investment of 17.3 billion yuan, and will achieve an output value of 50 billion yuan after completion.