8月19日，工业和信息化部、中央社会工作部、国家发展改革委、国务院国资委、国家市场监督管理总 局、国家能源局联合召开光伏产业座谈会，贯彻落实党中央、国务院决策部署，进一步规范光伏产业竞 争秩序。 会议要求，光伏产业各方要深刻认识规范竞争秩序对光伏产业高质量发展的重要意义，共同推动产业健 康可持续发展。具体来看，要加强产业调控，强化光伏产业项目投资管理，以市场化、法治化方式推动 落后产能有序退出；要遏制低价无序竞争，健全价格监测和产品定价机制，打击低于成本价销售、虚假 营销等违法违规行为。 近年来，在政策引导、市场主导等多重因素作用下，我国光伏产业快速发展，产业规模持续扩大。与此 同时，行业发展也面临无序竞争加剧、市场波动调整、技术迭代提速等问题和挑战。 8月5日，中国机电商会发布《关于反对不正当竞争，维护光伏行业对外贸易高质量发展的倡议》称，坚 决抵制以低于成本价出口等方式的各类不正当竞争行为。严格遵守公平竞争原则，依法依规开展经营活 动；根据全球市场需求合理控制产能扩张节奏，有序推动落后产能出清；聚焦技术创新与品质提升，推 动光伏产品从"规模优势"向"质量优势"转型。 （文章来源：中国经营报） 工业和信息化 ...

在已经披露业绩预告的光伏产业链上市公司中，微导纳米和石英股份的业绩增幅颇为亮眼。 同花顺iFinD数据显示，截至1月29日晚间，光伏产业链已有32家上市公司披露2023年业绩预告，其中去 年净利增幅预计超100%及以上的上市公司有9家，中信博预计净利同比增幅约696.7%暂时领先，微导纳 米则以去年净利预增417.08%紧随其后。 除上述公司外，还有17家企业去年净利预增幅度在50%及以上。而去年净利预减的企业只有6家，其中2 家企业陷入亏损。 "虽然受产能过剩、产品价格下行等不利因素影响，但受益于2023年光伏装机量同比翻倍，光伏产业链 上市公司业绩大部分预喜。"万联证券投资顾问屈放在接受《证券日报》记者采访时表示。 多数公司去年预喜 微导纳米为半导体、泛半导体高端微纳装备制造商，最主要的收入来源为光伏设备。微导纳米预计2023 年实现营业收入约16.5亿元，同比增长141.05%；实现归母净利润约2.8亿元，同比增长417.08%；扣非 净利润2亿元，增速高达909.78%。 微导纳米表示，公司2023年光伏领域新增订单是2022年的2.92倍。公司ALD设备的市场占有率继续保持 领先，产品矩阵不断丰富， ...

Core Viewpoint - The photovoltaic industry is experiencing a divergence in performance, with some companies reporting increased losses while others manage to significantly reduce losses or even turn profitable due to overseas markets and new technology products [1][2]. Group 1: Performance Overview - As of July 14, 38 photovoltaic listed companies have announced their half-year performance forecasts, with 17 continuing to incur losses and 6 reporting first-time losses, indicating that 60% of the companies are in the red, while only 5 companies expect profit growth [1]. - The main industry chain is facing a decline in demand following a surge in installations, leading to a continuous drop in product prices, with silicon wafer prices falling below last year's fourth-quarter levels [2]. - Among the upstream silicon material manufacturers, Tongwei Co. (600438.SH) forecasts a net loss of 4.9 billion to 5.2 billion yuan for the first half of the year, which is an increase from the previous quarter's loss of 2.592 billion yuan [2]. Group 2: Company-Specific Insights - Longi Green Energy expects a loss of 2.4 billion to 2.8 billion yuan for the first half, with a maximum second-quarter loss of approximately 1.37 billion yuan, showing a reduction of about 100 million yuan from the first quarter [3]. - Aiko Solar (爱旭股份) anticipates a maximum loss of 280 million yuan for the first half, having turned profitable in the second quarter after a loss of 300 million yuan in the first quarter, driven by strong sales in overseas markets [3]. - Junda Co. (钧达股份) expects a loss of 200 million to 300 million yuan for the first half, with a first-quarter loss of 105 million yuan, benefiting from increased overseas sales which rose from 23.85% in the previous year to approximately 51.9% in the first half of 2025 [3]. Group 3: Market Conditions and Future Outlook - The photovoltaic industry is currently in a critical phase for capacity clearance, with signs of price recovery after a period of decline, although the overall market remains under pressure [6]. - Analysts suggest that the second half of the year will be crucial for observing the impact of policies on production cuts, particularly regarding the top silicon material companies' efforts to manage excess capacity [6][7]. - The demand for domestic installations is not expected to fluctuate significantly in the second half, and overseas market growth is not sufficient to alleviate domestic overcapacity, making the third quarter a key period for production cuts [7].