In October, the market value of photovoltaic listed companies showed a downward trend of shocks under the hot spots of export policy adjustment and industry anti-involution action, and the total market value reached the lowest level in the year.
Digital New Energy DataBM. Com counted the market value changes of 107 photovoltaic listed companies in October. Covering the main links of the PV industry chain (silicon materials, silicon wafers, batteries and "), the cumulative total market value of 107 listed PV companies within the statistical scope fluctuated downward in October.
As of October 30, the total market value of 107 photovoltaic listed companies was 1,701.145 billion yuan, which evaporated 286.155 billion yuan compared with the beginning of October, a decrease of 14.40% ; Compared with the closing price on January 5, it has evaporated 749.719 billion yuan , a drop of 30.
, it was reported that eight major silicon material enterprises gathered in Hangzhou, Zhejiang to hold a closed-door meeting to determine the bottom line of silicon material and component prices, further accelerating the process of anti-involution.
However, according to the digital new energy DataBM. In the centralized procurement market, in the second batch of photovoltaic module frame procurement (5G W) projects of Huadian Group in 2026, TCL Zhonghuan reported that the market's expectation of industry self-discipline failed again.
Meanwhile, from mid-October to the end of the month, it is the disclosure window for the third quarter report of listed companies . With the announcement of the third quarter results, although the performance of some companies has improved, the overall performance is not as good as expected.
It is worth noting that from the trend of the year, the total market value of 107 photovoltaic listed companies included in the statistics fell to the lowest level in October.
From the point of view of production links, according to the market value evaporation of the month from more to less, the ranking is: equipment > inverter > auxiliary materials > battery & components > silicon materials > silicon wafers . Decreased by 145.643 billion yuan, 73.600 billion yuan, 42.710 billion yuan, 29.780 billion yuan, 12.514 billion yuan and 71 respectively.
Note: The calculation formula of market value evaporation here is the highest closing price of the month minus the lowest closing price of the month. Compared
with the beginning of 2026, the decline of silicon materials and inverters is more than 40% . Respectively 46.93% and 42.
According to the ranking of the closing market value on October 30, except ", compared with September, the ranking of TBEA and CETC Blue Power rose by 2 places. Longji Green Energy Co., Ltd. and Tongwei Co., Ltd. both rose by one place; Lobotko Co., Ltd. dropped by three places; Deye Co., Ltd., Dazu Laser Co., Ltd. and Pioneer Intelligence Co., Ltd. all dropped by one place; Maiwei Co., Ltd. dropped out of the list of TOP10 enterprises in October and was replaced by Jingsheng Machinery and Electricity Co., Ltd., ranking 10th.
Overall, the total market value of TOP10 companies has fallen compared with September. In October, the market value of TOP10 enterprises totaled 715.927 billion yuan, a decrease of 1301 compared with 846.082 billion yuan in September. Specifically, the market value of the remaining nine companies declined compared with September, except for the Blue Sky of Electrical Science.
In terms of companies, there are 107 listed companies within the scope of statistics (Note: since CETC Lantian has not been listed at the beginning of the year, no statistical comparison is made here). The market value of 9 listed companies increased in October compared with the beginning of the year , with an increase span of 3.46% -39.
There are 10 enterprises with a decline of more than 50% . They are * ST Shijing (70.53%), * ST Yijing (69.54%), Guosheng Technology (64.85%), Sunshine Power (62%), Hongyuan Green Energy (59.19%), Aerospace Electromechanical (58.57%), Xinte Energy (58.52%), ST Jingji (53.44%), GCL Technology (50.84%) and Atlas (50.
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