隆基绿能、晶澳科技、天合光能、迈为股份 2025 年上半年业绩_盈利回顾

Major solar module companies are reporting diverging 1H25 results so far, with LONGi and Trina (largely in line with profit warning) reporting better QoQ operating income while Trina Solar worsened. From the results briefing so far, CSI Solar cut 3Q25 module shipment target to 5-5.3GW from 2Q 8GW to reduce production, and expects more small companies to exit in 2026. Trina Solar thinks there is strong policy support on anti- involution and expects prices rising above total cost in 2H25. Both companies are r ...