Core Viewpoint - The photovoltaic industry is experiencing significant losses in the first half of 2025, with 18 out of 23 companies reporting losses totaling between 142.5 billion to 169.2 billion yuan, indicating a year-on-year increase in losses by 6.74% to 26.74% [1][2]. Group 1: Company Performance - Among the 23 photovoltaic companies, only 5 reported profits, while 18 faced losses, with the total loss amounting to 142.5-169.2 billion yuan [1][2]. - Tongwei Co., Ltd. is projected to incur a net loss of 49-52 billion yuan in the first half of 2025, a significant increase from a loss of 31.29 billion yuan in the same period last year, reflecting a year-on-year decline of 55.60%-66.19% [3]. - Hoshine Silicon Industry is expected to report a loss of 3-4 billion yuan, marking its first significant loss since its listing in 2012, with a year-on-year decline of 130.67%-140.90% [3][4]. - Hongyuan Green Energy is projected to lose 2.9-3.5 billion yuan, but this represents a reduction in losses compared to 11.57 billion yuan in the previous year, showing a year-on-year improvement of 69.76%-74.94% [5]. - JA Solar Technology is expected to report a loss of 25-30 billion yuan, a significant increase from the previous year's loss of 8.74 billion yuan, indicating a year-on-year decline of 185.97%-243.17% [7]. Group 2: Market Trends - The photovoltaic industry is witnessing a divergence in performance, with some companies continuing to expand losses while others are reducing them [1]. - Despite the poor performance of several companies, the capital market is thriving, with rising prices for polysilicon futures and stocks, indicating market optimism about the future recovery of the photovoltaic sector [6]. - The polysilicon futures market has seen a significant increase, rising from a low of 30,400 points to a high of 55,605 points [5]. - Companies like Tongwei Co., Ltd. have seen their stock prices rise significantly, from a low of 14.89 yuan to over 22 yuan, reflecting a nearly 50% increase [5]. Group 3: Industry Segments - In the photovoltaic auxiliary materials sector, only Foster maintained profitability with a net profit of 4.73 billion yuan, although this is a decline from 9.28 billion yuan in the previous year [10]. - Other companies in the photovoltaic auxiliary materials sector, such as Tianyang New Materials and Saiwu Technology, reported significant losses, with declines of 81%-160% and 351.98%-429.47% respectively [10]. - In the photovoltaic glass sector, companies like Nanbo A and Fulaite reported profits, but their earnings have significantly decreased compared to the previous year [11].
22家企业上半年合计亏损超142.5亿元
3 6 Ke·2025-08-05 01:23