Longi(SH:601012) Zheng Quan Shi Bao Wang·2025-09-05 01:17Core Insights - The photovoltaic sector is entering a new stage of high-quality development due to favorable policies issued by the Ministry of Industry and Information Technology and the State Administration for Market Regulation [3] - The social security fund has disclosed its holdings in photovoltaic stocks, indicating strong institutional interest in this sector [4][5] Group 1: Policy Developments - The "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry 2025-2026" aims to eliminate "involution" competition and promote high-quality development in the photovoltaic sector [3] - The plan includes measures to manage the quality of photovoltaic components and lithium battery products, and to guide local governments in the orderly layout of these industries [3] - The report from Huachuang Securities predicts a doubling of installed capacity in the first half of 2025, with a slowdown expected in the second half, but overall growth is anticipated for the year [3] Group 2: Market Performance - Nearly 100 photovoltaic concept stocks in the A-share market have seen an average price increase of 16.44% this year, with nine stocks rising over 50% [4] - Leading companies like XianDao Intelligent have seen significant stock price increases, with a 124.47% rise year-to-date [4] - Longi Green Energy has attracted attention from 41 institutions since September, indicating strong market interest [4] Group 3: Social Security Fund Holdings - As of the end of Q2, 14 photovoltaic concept stocks were held by the social security fund, with Junda Co., Zhejiang Chint Electrics, and Lattice Energy having the highest holding ratios, all exceeding 3% [5][6] - Among the stocks held by the social security fund, companies like Hengdian East Magnetic, Airo Energy, and Chint Electric reported year-on-year growth in net profit for the first half of the year [5]