Recently, some media in the photovoltaic industry reported that a photovoltaic cell factory announced a holiday again, the reason for which was the technological transformation of the base. The holiday period is from November 1 to March next year. This holiday involves six departments, during which employees'wages are paid according to the local minimum wage, and five insurance and one fund are paid normally.
It is reported that the announcement of the holiday battery factory is not the first time to issue such a notice. Previously, the battery factory had issued a notice of shutdown and vacation, announcing that several departments would have a holiday from late July to October .
This time, the holiday time of the battery factory has been extended for another five months , and the total length of the two holidays is more than eight months .
The winter is still raging, and
2025 is a year of high expectations for photovoltaic people. Before this year, many big men predicted that the turning point of photovoltaic industry would appear in 2025. However, in the New Year, the expected turning point has not yet arrived, but the bad news
of enterprise shutdown, holidays, layoffs and so on is that in the beginning of 2025, Suzhou Jingying Photoelectric Technology Co., Ltd. (hereinafter referred to as "Jingying Photoelectric") triggered the photovoltaic industry with a "notice of economic layoffs".
In the notice, Jingying Optoelectronics said bluntly that Jingying Optoelectronics finally decided to lay off some employees according to law in order to improve the company's operational efficiency and financial situation.
Now, the paper notice of Jingying Optoelectronics seems to indicate that the photovoltaic industry will continue to be in a cold winter this year.
Digital New Energy DataBM.
However, the situation of PV manufacturers is different, some temporarily cut production and take a vacation, some resume work in the distant future, and some have accepted the reality and announced permanent closure.".
On March 4, Bangjie disclosed that in order to reduce operating losses and further improve equipment performance, Yangzhou Bangjie has temporarily shut down its battery production line since March 1, and carried out a comprehensive overhaul of its core production equipment. It is expected that the shutdown time will not exceed 3 months .
However, three months later, Bangjie shares issued another announcement that Yangzhou Bangjie decided to continue its production line . As for when to resume work, the company is not clear .
Before Bangjie shares, * ST Lida also wanted to temporarily stop production for three months to survive the cold winter of the industry. However, after three months of suspension, the company accepted the reality and made it clear in the semi-annual report of 2025: "Based on the current situation, it is almost impossible for Jinzhai Jiayue to resume production in the short and medium term."
photovoltaic be visible?
First of all, the overall price of the industrial chain has rebounded. At present, the average transaction price of polysilicon is about 50000 yuan/ton, and the average transaction price of silicon wafer is 1.25-1.58 yuan/piece . The average transaction price of the battery is 0.29 yuan/watt , and the average transaction price of the module is 0.646-0.
According to the tracking of the digital new energy DataBM. Com, At present , the average unit price of PV modules has risen to 0.
While the price of the industrial chain has gradually returned to rationality, the performance of PV enterprises has also improved slightly.
Based on digital new energy DataBM.
this year, 36 photovoltaic enterprises accumulated losses of 7.120 billion yuan , a decrease of 21.48% compared with last year. Compared with the second quarter, the loss has been reduced by 57. Many of these enterprises have reduced their losses or even turned losses into profits.
On the other hand, the state has also introduced major favorable policies to boost the development of photovoltaic market demand.
However, there are also some pessimistic voices coming from the market. This view holds that before the demand has not really landed, the photovoltaic industry will be difficult to really rejuvenate in the short term.
Since the beginning of November, due to weak downstream demand, the prices of silicon wafers, batteries and components have begun to loosen again. The probability of installation in the next two quarters will also "maintain" the bleak demand situation. According to digital new energy DataBM. It can be predicted that photovoltaic enterprises still need to endure in this cold winter seesaw battle.
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