On June 29, the front page of People's Daily published Jin Sheping's article " Achieving High-quality Development in Breaking the" Involution "Competition", which was published as soon as the current " article was published. It has aroused heated discussion in the photovoltaic industry.
Or affected by the above, today (June 30), photovoltaic concept stocks are stronger, more than 10% ; GCL Technology, Tongwei Stock, Daqo Energy, GCL Integration, Aixu Stock, Haiyou New Material, Juhe Material and other enterprises rose by more than 5% .
On that day, many photovoltaic related ETFs rose by more than 2%.
Digital New Energy DataBM.
The 111 photovoltaic enterprises counted this time include the main links of photovoltaic industry chain including silicon materials, silicon wafers, batteries and components, as well as auxiliary materials, inverters and other links.
Overall, as of June 30, the total market value of 111 photovoltaic listed companies dropped from 1,854.342 billion yuan to 1,633.498 billion yuan, with a total evaporation of 2208.
* ST Mubang fell up to 77.01%; The market value of 41 enterprises has increased compared with the first year of 2025, and the highest increase of Hopewind Electric is 73
. The market value of enterprises in the main industrial chain evaporated the most : battery and component enterprises evaporated a total of 74.822 billion yuan, and silicon material enterprises decreased by 54.523 billion yuan. The market value of silicon wafer enterprises has dropped by 176.
Data source: iFind Digital New Energy DataBM. The market value of Sunshine Power has returned to more than 120 billion yuan, while Longji Green Energy is still around 110 billion yuan.
Data source: iFind Digital New Energy DataBM.
In the first half of this year, the market value of 11 enterprises increased compared with the beginning of the year, involving silicon wafers, batteries and components, and the market value of Xingshuaier increased by 52.16%; Among the 32 enterprises with declining market value, * ST Mubang's market value fell the most, reaching 77.
According to the statistics of Digital New Energy DataBM. Com, as of June 30, 11 leading enterprises had evaporated 1218 in the first half of this year. Only the market value of Aixu shares has increased by 12.61% compared with the beginning of the year, and the current market value is 226.
Compared with the beginning of the year, it has evaporated 29.083 billion yuan, a decrease of 29.22%; The biggest decline in market value was Atlas , which was 29.78%, a decrease of 137.
Data source: iFind Digital New Energy DataBM
. The market value of Tongwei shares changed the most , from 90 billion yuan to 70 billion yuan. In contrast, the market value of Xiexin Science and Technology is relatively stable, still in the ranks of 20 billion yuan market value, only evaporated 2.769 billion yuan.
Data source: iFind Digital New Energy DataBM. Com
Among the seven silicon wafer companies in the silicon wafer sector
, only two companies, Beijing Express and Huamin, showed an increase in market value compared with the beginning of the year. The increase was 7.21% and 44% respectively.
The market value of the remaining five silicon wafer companies declined by different margins compared with the beginning of the year. Among them, TCL Zhonghuan fell the most, up to 15.9%; Longji Green Energy fell the least, up to 7.
Data source: iFind Digital New Energy DataBM.
However, the market value of 9 photovoltaic companies has increased compared with the beginning of the year, of which the market value of Star Shuaier has increased by more than 50% ; ST Zhongli's market value rose by more than 40% ; four enterprises including Aixu Technology, Guosheng Technology, Saifutian and Bangjie Stock rose by more than 10% ; Hengdian Dongci and Liusheng Technology rose by more than 5%; Among the 23 photovoltaic enterprises whose
market value declined, the market value of Jingke Energy evaporated up to 20.511 billion yuan compared with the beginning of the year ; The market value of Atlas , Jingao Technologies and Trina Solar Energy has also evaporated by more than 10 billion yuan. They are 13.794 billion yuan, 13.305 billion yuan and 110 yuan respectively.
The least evaporation of market value is sunshine energy . Compared with the first year of 2025, the market value of the company has only evaporated by 0. The market value of * ST Lida has evaporated by less than 100 million yuan, which has dropped by 75 million yuan, or 4.
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