21新能说丨14万光伏从业人员撤出阵地：哪家在减员，哪家又在扩人？

Core Insights - The photovoltaic industry is undergoing significant adjustments due to supply-demand mismatches, leading to workforce reductions across many companies [1][2] Group 1: Workforce Changes - The total number of employees in 109 A-share photovoltaic companies is projected to be 638,700 in 2024, down from 782,600 in 2023, indicating a reduction of over 140,000 employees [1] - The workforce increased from 617,700 in 2022 to 782,600 in 2023, reflecting a booming industry performance with record revenues and profits [1] - Major companies like Longi Green Energy, Jinko Solar, Trina Solar, and JA Solar have seen reductions of over 10,000 employees each, with Longi and Jinko losing more than 20,000 employees [3] Group 2: Financial Performance - In 2023, the 109 A-share photovoltaic companies achieved a total revenue of 1.65 trillion yuan and a net profit of 147.095 billion yuan, both setting historical highs [1] - However, in 2024, the industry is expected to face a downturn, with total revenue dropping to 1.38 trillion yuan and a net loss of 0.06 billion yuan [1] Group 3: Hiring Trends - Despite the overall trend of workforce reduction, some companies are hiring, such as North Huachuang, which increased its workforce by 4,344, and Sungrow Power, which added 3,608 employees [4][5] - Companies in the inverter and auxiliary materials sectors, such as Sungrow Power, DeYuan, and Airo Energy, have also reported increases in their workforce due to profitable performance [5]