Sou Hu Cai Jing·2025-10-14 02:20Core Viewpoint - The photovoltaic sector is experiencing significant stock price increases, with leading companies like Longi Green Energy and TCL Zhonghuan seeing substantial gains, while related ETFs also show strong performance [1][2]. Group 1: Stock Performance - Longi Green Energy reached the daily limit increase, while TCL Zhonghuan rose over 9%, and both JinkoSolar and JA Solar increased by more than 7% [1]. - Photovoltaic-related ETFs saw an approximate 5% rise [1]. Group 2: Industry Outlook - In 2024, the photovoltaic industry is expected to experience a dual scenario of growth and decline, with significant increases in production capacity and output, but a decrease in overall industry scale due to falling product prices [2]. - The global photovoltaic industry scale is projected to be $273.08 billion, reflecting a year-on-year decline of 20.5% [2]. - The global newly installed photovoltaic capacity is expected to reach 451.9 GW in 2024, marking a year-on-year increase of 30.8%, with China contributing 277.6 GW, the largest share globally [2]. - The industry is anticipated to benefit from increasing energy demand, decreasing manufacturing costs, and continuous technological advancements, leading to improved efficiency in photovoltaic cells and components [2].