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On April 8, the photovoltaic equipment sector opened high and rose. As of the time of writing, First (603806.SH) rose over 9%, with Haiyou New Materials (688680.SH), Juhe Materials (688503.SH), Maiwei Co., Ltd. (300751.SZ), Dongfang Risheng (300118.SZ), Yubang New Materials (301266.SZ), and Jinko Solar (002459.SZ) also following suit.
In terms of news, according to Nikkei Chinese Network on April 8, major Chinese photovoltaic panel companies jointly raised sales prices in Japan for products shipped after April. The highest increase reached 30%. Jinko Solar (688223.SH), which ranks first in global photovoltaic panel production, raised its product prices following the Chinese government's cancellation of export promotion measures in April. LONGi (601012.SH), ranked second in production, and Trina Solar (688599.SH), ranked fourth, also raised their prices.
In addition to the cost increase brought about by the cancellation of export promotion policies, manufacturers have also reflected factors such as rising raw material prices in their product prices. Canadian Solar (CSIQ.US), ranked seventh in production and primarily setting up residential photovoltaic panel production bases in China, also raised prices by about 20%.
The Japanese government positions photovoltaics as one of the pillars for expanding renewable energy, proposing a goal to increase Japan's domestic power generation to 2.5 to 3.6 times that of 2023 by 2040. Many industry insiders have stated that over 80% of photovoltaic panels in Japan are made in China, and price increases by Chinese manufacturers will become a disadvantage for the popularization of photovoltaics in Japan.
In addition, according to CCTV News, the largest single photovoltaic project developed and constructed by China in Southeast Asia—the first phase of the 1 million kilowatt photovoltaic project at the China General Nuclear Power Group's clean energy base in northern Laos—has been put into operation. It is understood that this project is Laos's first large-scale mountainous photovoltaic project, and after the first phase is put into operation, it is expected to generate an average annual power generation of about 1.65 billion kilowatt-hours, equivalent to saving about 500,000 tons of standard coal consumption and reducing carbon dioxide emissions by about 1.3 million tons.
CICC stated that industry leaders are actively responding to supply adjustments, and positive signals of ecological reshaping in the photovoltaic industry are reappearing. We believe that the photovoltaic industry is still in a deep adjustment period, and various parties related to the industry are continuously collaborating to actively promote &#34;anti-involution,&#34; guiding the industry back to a high-quality development path. In recent years, the state has encouraged listed companies to carry out industrial integration through mergers and acquisitions, optimize resource allocation, and achieve high-quality development. We believe that the merger and acquisition behavior of leading enterprises is a market-oriented transaction based on policy guidance, which is conducive to reducing the number of direct participants in the market, enhancing the flexibility of capacity regulation, and improving the competitive landscape of the industry, as well as achieving the requirements of &#34;anti-involution.&#34;

601012

688223

516880

515790

603806

159864

On April 8th, Chinese photovoltaic panel manufacturers jointly raised sales prices in the Japanese market, with First increasing by over 9%. Companies such as Jinko Solar and LONGi also raised prices accordingly, with increases of up to 30%. This move reflects rising raw material costs and changes in export policies. Industry insiders pointed out that the price increase may affect the popularization of photovoltaics in Japan. Meanwhile, China General Nuclear Power Corporation has put a large photovoltaic project into production in Laos, with an expected annual power generation of 1.65 billion kilowatt-hours. China International Capital Corporation believes that positive signals of ecological reshaping in the photovoltaic industry have reappeared, and the industry is still undergoing deep adjustments

腾讯新闻 - 财经

LONGi

Jinkosolar

Jinko Solar

Yinhua CSI Photovoltaic Industry ETF

Huatai-PB CSI Photovoltaic Industry ETF

First

Invesco Solar ETF

Guotai CSI Photovoltaic Industry ETF

Chinese photovoltaic panel manufacturers jointly raise prices, First rises over 9%, institutions: Positive signals of ecological reshaping in the photovoltaic industry reappear