According to the Digital New Energy DataBM. Com, Recently, a number of " photovoltaic cell module enterprises in Zhejiang issued a notice saying that they would continue to extend the holidays on the basis of the original holiday arrangements. It is tentatively from December 17, 2025 to January 31 , 2026.
According to the new digital energy DataBM. Com, the have a holiday for more than two months .
Another photovoltaic enterprise in Jiangsu also issued a notice of suspension of production from December 12, 2025 to March 11 , 2026. As for the reasons for the shutdown, The company explained in the notice that " a photovoltaic enterprise in Anhui announced a five-month holiday from December 1 . The reason is the adjustment according to the current market environment of the industry. It is worth noting that the company mentioned that it encourages and assists employees to "leave voluntarily" .
In addition, * ST Changyao announced on December 12 that Yiheng Science and Technology, a subsidiary of the company, had recently stopped production. (Click on " 
Although there are still photovoltaic plants that are still strong, the staff scheduling situation is not optimistic.
According to the December schedule issued by a battery factory, the word "rest" occupies most of the positions, and roughly calculates that the employees of the factory only have more than 10 working days a month . Therefore, employees can only get basic salary every month. Photovoltaic enterprises,
once glorious, are now struggling, which is behind the pain of clearing the photovoltaic industry.
The twilight is now in sight
, and the photovoltaic industry has been in this downward cycle for more than two years, which is the most severe "cold winter" in the history of the industry. However, since the second half of this year, photovoltaic people have already smelled a breath of spring.
On September 1, China announced that it would implement new " 10 million kilowatt photovoltaic " and " 10 million kilowatt wind power " projects;
On September 24, China made it clear that by 2035, the total installed capacity of wind and solar power will reach more than six times that of 2020, striving to break through 3.6 billion kilowatts;
On October 24, Zheng Shanjie, secretary and director of the Party Leadership Group of the National Development and Reform Commission (NDRC) revealed that there is still room for doubling or even greater growth in the next five years, especially during the 15th Five-Year Plan period, striving to build about 100 national-level zero-carbon parks;
From December 10 to 11, at the Central Economic Work Conference, it was made clear that " formulating the outline of the plan for building a strong energy country, speeding up the construction of a new energy system and expanding the application of green power" was one of the important tasks in 2026;
On December 15, Zheng Shanjie pointed out in the 2026 National Energy Work Conference that the proportion of new energy supply should be continuously increased, and more than 200 million kilowatts of wind and solar power should be installed throughout the year.
With the above major favorable policies to "escort" the future demand for photovoltaics, the industry is also optimistic about the future demand.
, The highs of last year (2024) and this year (2025) will be broken. In </span><strong style=)
At the same time, Gu Yilei , vice chairman of Sunshine Power and president of Photovoltaic Storage Group, believes that photovoltaic will become the largest power source in the next two to three years.".
On the other hand, the reform of photovoltaic supply side is also actively advancing and landing.
At the above-mentioned industry conference, Yang Xudong, director of the Electronic Information Department of the Ministry of Industry and Information Technology, said that in 2026, the management of the photovoltaic industry will enter a critical period, and capacity regulation will be further strengthened. Strengthen the management of photovoltaic manufacturing projects, promote the orderly withdrawal of backward production capacity by means of marketization and legalization, and accelerate the dynamic balance of production capacity. The Electronic Information Department of the Ministry of
Industry and Information Technology will work with relevant departments to focus on a number of tasks, including improving the price monitoring mechanism and focusing on enterprises with abnormal prices. Strengthen product quality supervision and spot checks , and strengthen monitoring and tracking of enterprises with substandard quality, false power labels and infringement of intellectual property rights.
On December 9, Beijing Guanghe Qiancheng Science and Technology Co., Ltd., a long-discussed polysilicon integration and acquisition platform company in the photovoltaic industry, was established. Nine silicon enterprises, including Tongwei Stock, Xiexin Science and Technology, Oriental Hope, Daquan Energy, Xinte Energy, Asia Silicon Industry, and Zhongguang Tonghe, a holding subsidiary of China Photovoltaic Industry Association, jointly hold shares.
According to the news of the Silicon Branch on December 17, the current silicon material enterprises will raise the new single quotation to 6. Compared with the current market average transaction price, it is 10,000-20,000 yuan/ton higher.
"At this time, the main purpose of raising the quotation is to send a firm signal to the market to stabilize the price and provide bottom support for the price stabilization of downstream silicon wafers and batteries." The Silicon Branch said in the article.
According to the component link of digital new energy DataBM, Longji Green Energy has taken the lead in rising by 0.05-0.06 yuan/ watt. The quotation is back to 0. The rest of the TOPCon component manufacturers have also released the rumor of price increase.
At present, the industry believes that the photovoltaic industry is expected to improve at the end of the first quarter or the second quarter of next year. At present, it is still the "darkest hour" before dawn, which requires the whole industry to stick to its strength and wait for dawn.
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