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2025-12-29 10:46:45 The photovoltaic industry is anticipated to hail marginal improvements in supply-demand relations by 2026, with the bellwethers of every segment potentially turning losses into profits, which in turn presents investment opportunities, CICC said in its report. In wake of prominent issues in photovoltaic consumption, domestic power marketization and the development of regulatory power sources are being driven forward, with energy storage experiencing a resonance in both domestic and foreign markets. 2026 may be a turning point for the main photovoltaic industry chain, the report opined. Aided by anti-involution measures, the main industry chain is expected to gradually bottom out or even improve in 2H25. However, the improvement in financial statements slowed market clearing, making the continued advancement of anti-involution measures imperative. Although demand may weaken temporarily in 2026, the supply-side anti-involution and leading companies' alpha will help some enterprises turn losses into profits, in CICC view. The installation of energy storage will enhance consumption capacity, and photovoltaic demand is expected to recover in the latter part of the 15th Five-Year Plan period. The broker recommended to focus on 1) high-quality large-scale storage and commercial storage companies such as CSI (688472.SH), SINENG ELECTRIC (300827.SZ), DEYE (605117.SH), TONGRUN EQUIPMENT (002150.SZ) and YUNENG TECHNOLOGY (688348.SH); 2) high-power component companies like JINKO SOLAR (688223.SH), AIKO (600732.SH) and TRINA SOLAR (688599.SH); 3) silicon material companies like GCL TECH (03800.HK), TONGWEI (600438.SH) and DAQO ENERGY (688303.SH); 4) companies with optimized structures like XINYI SOLAR (00968.HK) and FLAT GLASS (06865.HK); 5) companies realizing new products such as DK (300842.SZ) and FUSION MATERIAL (688503.SH). ~ AASTOCKS Financial News Website: www.aastocks.com | |