Recently, a number of photovoltaic companies have issued semi-annual performance forecasts for 2026. In the
For the performance loss in the first half of the year, Jingao Technology said: In recent years, due to the imbalance between supply and demand in the main photovoltaic industry chain, the competition in the industry has continued to intensify, and a certain amount of tax burden has been added after the cancellation of the export tax rebate policy, while international trade frictions have intensified. As a result, the company's , and individual overseas orders triggered performance claims , which had a certain adverse impact on the performance of the reporting period. In the
first quarter of this year, the net profit loss of Jingao Science and Technology was 10. Therefore, in the second quarter of this year, the net profit loss of Jingao Science and Technology was about 1.333-1.833 billion yuan . Compared with the net profit in the second quarter of 2025-9.
Aixu shares
from January to June 2026, the net profit loss of Aixu shares was 680-790 million yuan . In the first half of
this year, Aixu said that in the first half of this year, the sales revenue of ABC components maintained a steady growth, the proportion of overseas sales continued to increase, and the gross profit rate of component sales increased significantly year-on-year and year-on-year. The improvement of ABC business profitability has led to the steady improvement of the company's overall operating quality. However, it is constrained by the supply and demand pattern of the industry and the lag of terminal price transmission . Combined with the cancellation of export tax rebate policy for photovoltaic products, foreign exchange fluctuations and impairment provisions during the reporting period, the company suffered a loss in performance during the reporting period. However, the loss margin in a single quarter has been significantly narrowed. In the first quarter
of 2026, the net profit attributable to the parent company of Aixu was -440 million yuan, and the net profit attributable to the parent company in the second quarter was -350 million yuan to -240 million yuan, narrowing the loss by 20.5% to 45.In the
this year, the company's net profit loss was 1.647 billion yuan, and the non-net profit loss was 18. The company's net profit is expected to lose 13.53-16. (For details, please click: " For the performance loss in the first half of the year, Longji Green Energy said: The relationship between supply and demand in the photovoltaic industry has not improved significantly, and the operation of enterprises continues to be under pressure. Influenced by multiple factors such as insufficient consumption of new energy and high base of rush installation in the same period last year, the new photovoltaic installed capacity in the first half of the year in China dropped sharply in stages. During the reporting period, the company's component sales and revenue declined year-on-year, the start-up rate was insufficient , and the gross interest rate was low. The investment losses of joint ventures and the exchange losses caused by the appreciation of RMB are superimposed , resulting in the loss of operating performance. In the
first quarter of this year, the net profit loss of Longji Green Energy is 19. According to this calculation, the loss in the second quarter is expected to be 14.8-18.
In the
first half of this year, the net profit loss of Tongwei is about 4.8-5.4 billion yuan, and the non-net profit loss is about 4.8-5.4 billion yuan. "During the reporting period, the operating rate of each link in the photovoltaic industry chain was further reduced , and some production capacity with insufficient competitiveness was gradually withdrawn ,
" Tongwei said. However, the overall imbalance between supply and demand in the industry has not been fundamentally improved, product prices in all sectors remain low, and business pressure is significant. Affected by this, the company's operating performance during the reporting period is still a loss. In the first quarter of
this year, the company's net profit loss was 24. Based on this calculation, the company's loss in the second quarter was about 2.356-29.
GCL
Integration's net profit loss in January-June of this year was 320-450 million yuan, and the non-net profit loss was 3.4-4.
Saifutian was one of the few profitable photovoltaic companies in the first half of last year. But in the first half of this year, the company's net profit loss was about 0.232-0. In the first quarter of this year, the company's net profit loss was about 5 million yuan, and it is expected to lose 0.18-0 in the second quarter.
浙公网安备33010802003254号