Huge earthquake! Nearly 100 people from 24 companies were relieved! High-level reshuffle of photovoltaic listed companies

2026-09-28 09:20:10

2026 has not yet been completed, and the executive changes of photovoltaic listed companies have approached 100.

2026 has not yet been completed, and the number of executive changes in photovoltaic listed companies has approached 100.

According to incomplete statistics from the Digital New Energy DataBM. Com, since the beginning of 2026, 24 photovoltaic listed companies, such as Jingke Energy, Jingao Science and Technology, and Dongfang Risheng, have undergone major personnel changes. It involves core positions such as vice chairman, president, general manager, deputy general manager and financial officer.

In the statistics of executive changes, there were 43 executive departures . From the perspective of enterprise dimension, since the beginning of 2026, there have been 9 top management changes in leading enterprises and 15 top management adjustments in second-and third-tier enterprises.

巨震!24家近100人次换防!光伏上市企业高层大洗牌1

Major reshuffle: 9 heads, 37 changes of defense

Looking at the recent personnel developments, the latest round of high-level changes are: Zhuangyan, disclosed by Atlas on September 21, applied to resign as director and president due to legal retirement age and personal reasons. After his resignation, he will continue to serve as the chairman and legal representative of Shenzhen Wenchu Innovation Technology Co., Ltd. (Household savings business). At the same time, Atlas officially announced that Hanbing Zhang ( Zhang Hanbing ) took over as president of the company.

In terms of the frequency of changes, among the nine leading enterprises, the most frequent change of senior executives is Dongfang Risheng, with a total of 9 cases.

Specifically, on May 14, Dongfang Risheng's top management "changed blood": Yang Bochuan, Wang Gendi, Wang Haifei and Chen Bihua were appointed as vice presidents at one go . At the same time, Qiu Xin, who had worked in Tongwei Stock , Wuxi Suntech and Hairun Photovoltaic, was appointed as the president of the company, and Zhou Yinning was appointed as the secretary.

In addition, Wu Xuegang, Xue Shanxing, and Wang Yifei, whose terms of office expired on the same day, stepped down as president, vice president, secretary, and vice president respectively . Another

executive change has also aroused market concern.

According to several media reports on May 13, Jingao Science and Technology removed the post of president of Jinbin Energy Storage Division for undisclosed reasons. However, looking back on the time line of appointment, Jin Bin took office in September 2025 and was dismissed in May 2026. His term of office was less than eight months, and he actually took the helm of the Energy Storage Division for only about half a year. The industry speculated that the adjustment might be related to the fact that the development of the energy storage business it was responsible for was seriously lagging behind its peers.

For the photovoltaic industry in a deep adjustment cycle, the number of executive changes has increased significantly this year, and many personnel changes are closely related to the adjustment of its business focus.

On the evening of March 24 this year, TCL Central announced that it had received Wang Yanjun's written resignation application to focus on the management of semiconductor materials business. Wang Yanjun applied to resign as CEO (chief executive officer) and legal representative. On the same day, the board of directors of the company elected Wang Yanjun as vice chairman.

At the same time, TCL Zhonghuan announced the appointment of Ouyang Hongping as CEO and legal representative of the company, acting as COO (chief operating officer) of the company; and appointed Zhang Haipeng as SVP (senior vice president) of the company, focusing on the management and development of new energy photovoltaic materials business.

巨震!24家近100人次换防!光伏上市企业高层大洗牌2

15 second and third-tier enterprises, 62 personnel adjustments

, and in 15 second and third-tier enterprises, the most frequent high-level changes are Saifutian , a total of 10. First, in March this year, Chairman Fan Qing resigned for personal health reasons, and Cai Xuefeng took over in April. In September this year, Saifutian appointed seven people, including Zhou Jinfeng and Song Xianwei, as deputy general managers.

In addition, in May this year, Li Chunan , one of the "three swordsmen of Longji" and one of the founders and actual controllers of Liancheng CNC , resigned as chairman of the company due to the expiration of his term of office. The company announced the appointment of Li Xiaofeng as chairman of the company.

In addition, it is noteworthy that four core executives, Wu Jun, Chairman of Guosheng Science and Technology , Gao Fei, General Manager, Yao Qi, Chief Financial Officer, and Zhang Kun, Secretary of Dong, left their posts collectively on the same day . On June 15, the Beijing Securities Regulatory Bureau just issued a warning letter to Guosheng Science and Technology and its chairman, general manager and secretary . With the yellow light of

supervision and the collective departure of senior executives, this monster stock , which relies on themes to build up myths, is now crisis-ridden .

Looking at the tail, 6 of the 14 enterprises are on the edge of life and death. According to incomplete statistics of digital new energy DataBM. Com, since 2026, there have been about 19 high-level changes in six ST enterprises, including * ST Shijing, * ST Bangjie and * ST Quanwei. It is worth noting that under the pressure of capital chain, non-standard audit opinions and the risk of delisting, financial positions have become the hardest hit areas of ST enterprises: five of the six are involved in the change of chief financial officer.

Photovoltaic winter is not over yet. With the intensification of the shuffling of the photovoltaic industry in the future, there may be more high-level adjustments for photovoltaic enterprises in the future.

巨震!24家近100人次换防!光伏上市企业高层大洗牌3

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Correlation

After the National Day holiday, six component manufacturers have lowered their quotations. Tongwei shares, Longji Green Energy and Aixu shares were all adjusted, with an overall decrease of 0.01-0.02 yuan/W. At the same time, another three first-line manufacturers partially adjusted their prices, with an overall decrease of 0.02-0.03 yuan/W.

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