Understanding the Market | Photovoltaic Stocks Rise Collectively, 17 Companies Have Basically Signed for Photovoltaic Capacity Storage, Expected to Lead the Industry's Supply-Side Reform
Photovoltaic stocks collectively rose. As of the time of publication, XINTE ENERGY increased by 8.75%, trading at HKD 8.58; GCLET rose by 6.06%, trading at HKD 1.39; XINYI SOLAR increased by 3.83%, trading at HKD 3.8; FLAT GLASS rose by 2.39%, trading at HKD 12.44. According to a report by Shanghai Securities News, during the "Economic Half Hour" program broadcast on CCTV Finance Channel on October 28, Zhu Gongshan, Chairman of GCL Group, stated regarding the joint storage capacity of domestic photovoltaic leaders: "I met with TCL Chairman Li Dongsheng, and I also communicated with Longi Green Energy's Zhong Baoshen. Basically, all 17 of our (leading) companies have signed." Shenwan Hongyuan released a research report stating that polysilicon is the core focus for countering involution, and the establishment of a joint platform will help accelerate the supply-side reform of polysilicon. The ongoing counter-involution is significantly restoring industry prices and profits. In the third quarter of 2025, the polysilicon industry will begin to raise prices under the regulatory requirement of "selling not lower than cost," gradually recovering above the comprehensive cost line
According to the Zhitong Finance APP, photovoltaic stocks collectively rose. As of the time of publication, XINTE ENERGY (01799) rose by 8.75% to HKD 8.58; GCLET (03800) rose by 6.06% to HKD 1.39; XINYI SOLAR (00968) rose by 3.83% to HKD 3.8; FLAT GLASS (06865) rose by 2.39% to HKD 12.44.
In terms of news, according to Shanghai Securities Journal, during the "Economic Half Hour" program broadcast on CCTV Finance Channel on October 28, Zhu Gongshan, chairman of GCL Group, stated regarding the joint storage capacity of domestic photovoltaic leaders: "I met with TCL Chairman Li Dongsheng, and I also communicated with Longi Green Energy's Zhong Baoshen. Basically, all 17 of our (leading) companies have signed."
Shenwan Hongyuan released a research report stating that polysilicon is the core focus for countering involution, and the establishment of a joint platform will help accelerate the supply-side reform of polysilicon. The ongoing counter-involution is significantly restoring industry prices and profits. In the third quarter of 2025, the polysilicon industry will begin to raise prices under the regulatory requirement of "selling not lower than cost," gradually recovering above the comprehensive cost line
