Sunshine Power Supply, TBEA, Longji, Deye … Latest ranking of market value of photovoltaic enterprises in March

Time flies, and a quarter of 2026 has passed unconsciously.

In the past three months, the heat of the photovoltaic sector continued unabated: the conflict between the United States, Israel and Iraq continued to escalate, triggering a global traditional energy crisis, and the new energy industry, including photovoltaic, was once again highly concerned by the market; The annual National "Two Sessions" were held in Beijing as scheduled. "Aerospace" was included in the category of new pillar industries for the first time. "AI Computing Power" was also listed as the focus of policy support. The capital market continued to pay more attention to the " Space Photovoltaic " track; In late March, foreign media reported that Tesla planned to purchase equipment related to Chinese photovoltaic enterprises for 20 billion yuan, triggering market fluctuations again..

Digital New Energy DataBM. Com counted the market value changes of 111 photovoltaic listed companies in March 2026. Involving silicon materials, silicon wafers, batteries, " From the overall perspective of March, the market value of photovoltaic listed companies within the statistical scope fluctuated greatly, showing a "convex" trend as a whole. According to the monthly trend, the overall market value declined in the second half of March, with the total market value at the end of the month falling by 3.47% compared with the beginning of the month. Finally at 72, 856.

devices , Silicon materials and auxiliary materials have the largest decline, both exceeding 10% ; The decline in the market value of the inverter sector is relatively small, only 1.

Battery-components sector grew significantly , with an increase of 31.1% , partly because CETC Blue Sky had not yet completed its listing at the beginning of the year; Following closely, the growth rate of equipment enterprises reached 15.95% ; The growth rate of inverter and battery-component links is within 4% -5% .

However, the total market value of the silicon sector in March fell by 23.33% compared with the beginning of the year . Wafer reduction 1.

Among the 63 companies with increased market capitalization, Battery-component enterprises account for a large proportion, accounting for about 29% .Among the top 10 companies, the number of battery-component companies accounted for half, and the market value of Liusheng Technology increased by more than 80% . The market value of Xiexin Integration and Tuori Xinneng increased by more than 60% .