Recently, Digital New Energy DataBM.
On March 17, Funing Atlas Photovoltaic Technology Co., Ltd. increased its capital by 140 million yuan to 480 million yuan. The investor is Atlas Group.
On June 25, Aixu announced that it would increase its capital by 800 million yuan to its subsidiary Chuzhou Aixu in order to enhance its capital strength, optimize its capital structure, reduce its asset-liability ratio and enhance its market competitiveness.
On June 23, Tongwei announced that it would increase its capital to Tongwei Solar Energy, a wholly-owned subsidiary, on the evening of
June 29. Mingpai Jewelry announced that it would increase its capital by 200 million yuan to its subsidiary Sun Moon Energy to improve the financial structure of the photovoltaic subsidiary.
……
In addition, on January 17, Jingke Energy announced that. Holding subsidiary Jingke Energy (Haining) Co., Ltd. intends to increase its capital and introduce strategic investors such as Xingyin Financial Asset Investment Co., Ltd. and China Eastern Asset Management Co., Ltd. The funds are mainly used to repay financial liabilities or operating liabilities of Haining Jingke.
From the information disclosed by the above-mentioned enterprises, it is not difficult to find that the main purpose of the capital increase of photovoltaic enterprises at this time is to improve their operating conditions and optimize their financial structure. Generally speaking, it is to increase blood bags for blood transfusion so that it can survive the cold winter of the industry smoothly.
Why do photovoltaic enterprises choose to increase capital intensively at this time?
Since the second half of 2023, the winter of the photovoltaic industry has lasted for three years. In the past three years, the whole photovoltaic industry has been working hard from top to bottom to speed up the end of this cold winter. From the current situation, the industry is still trapped in the trough.
Previously, the , 40 photovoltaic main chain enterprises suffered a total loss of 1286.
suffered A total loss of 99.
At present, the first half of 2026 has ended. Looking back on the first half of the year, the price of photovoltaic industry chain declined rapidly again. In the first half of this year
, the average transaction price of silicon materials fell by more than 40% , and the price entered the beginning of the word "3" again; The highest price drop of silicon wafers has also reached 40% , and the average transaction price of G10L and G12R silicon wafers has fallen below 1 yuan/piece again; the average transaction price of cells has fallen by about 35%; that in the second quarter, photovoltaic enterprises will still be in a deep loss predicament .
Recently, a number of photovoltaic companies have issued performance forecasts for the first half of 2026. As expected, in the first half of this year, the main photovoltaic industry chain enterprises were still mired in losses. Saifutian, which was able to make profits in the same period last year, is also losing money this year. (For details, please click total loss of the five leading enterprises in the second quarter is about 67.62-86
." The price of the above photovoltaic industry chain is still declining, among which the average transaction price of modules is 0 again .
In the centralized market, in the first half of this year, there was a situation of " volume reduction and price increase " in the collection of photovoltaic modules. This shows that the demand market is still weak. However, at the beginning of the year, , in the recent procurement projects of Zhejiang Energy and National Energy, the quotations of three leading enterprises were all lower than 0." People in the industry denounced this one after another, calling it a "self-destructive quotation.".
According to the digital new energy DataBM. Com, the current price of "special price" components of second-and third-tier manufacturers has dropped to 0.
This "survival race" may have entered the final "fighting stage", and photovoltaic enterprises will face more cruel competition next.
Good news continues, the dawn has come?
Digital New Energy DataBM.
One of the key reasons why the photovoltaic industry continues to be at a low ebb is the weak market demand. The above policies are all directed at this pain point, stimulating the installation from the demand side and boosting the development of the photovoltaic industry.
In addition to the demand side, at the same time, in view of the huge capacity problem on the supply side, the state has also launched.
On June 27, the Ministry of Industry and Information Technology jointly issued three mandatory national standards for photovoltaic, namely, Energy Efficiency Limit Value and Energy Efficiency Grade of Crystalline Silicon Photovoltaic Modules and Inverters, Energy Consumption Limit of Silicon Single Crystal Unit Products and Energy Consumption Limit of Silicon Polycrystalline and Germanium Unit Products, which are called "New National Standards for Photovoltaic" in the industry.
The above new national standards for photovoltaic will be formally implemented on January 1, 2027, covering key links such as silicon materials, silicon wafers, modules and inverters, setting energy consumption and efficiency indicators for related products at different levels, and strictly controlling high energy consumption and low efficiency capacity in all links.
Industry insiders estimate that the landing of the new national standard will eliminate about 30% of the total photovoltaic production capacity, and the backward production capacity has been determined. This will help to improve or even alleviate the involution phenomenon in the photovoltaic industry.
Postscript
As before, digital new energy DataBM.
This year is a year full of hope, all kinds of major benefits continue to emerge, the spring of the photovoltaic industry seems to be just around the corner; this year or a very cruel year, I do not know who can laugh to the end under the life-and-death struggle. The chill on the eve of
spring blossoms is often the most biting.
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