Mei Ri Jing Ji Xin Wen·2026-01-22 02:21Group 1 - The core viewpoint of the news highlights the performance of the photovoltaic sector, particularly the rise of the Huaxia Photovoltaic ETF and its constituent stocks, indicating a positive trend in the market [1] - On January 21, Hongyuan Green Energy announced its 2025 annual performance forecast, expecting a net profit attributable to shareholders of 180 million to 250 million yuan, marking a turnaround from losses [1] - The company anticipates a non-recurring gain of approximately 291 million yuan from the transfer of part of its stake in Inner Mongolia Xinyuan Silicon Material Technology Co., which is crucial for achieving positive overall performance [1] Group 2 - According to Zheshang Securities, 2026 is expected to be a turning point for the industry, driven by factors such as a rebound in prices, with a 47% quarter-on-quarter increase in polysilicon prices in Q3 2025 [1] - Leading companies like Longi Green Energy and JA Solar have announced equity incentive plans aimed at achieving profitability by 2026 [1] - The proportion of fund allocations has decreased to levels seen before the 2020 market rally, indicating potential for recovery, alongside the establishment of silicon material storage platforms expected to drive supply contraction and demand recovery [1]