Tianhong CSI Photovoltaic Industry ETF

China Huaneng and Longi Green Energy Sign Strategic Cooperation Agreement in New Energy Sector

TBEA Responds to Profit Decline and Xinte Energy's Lower Valuation Compared to Peers

Tongwei Co., Ltd released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 12.13 B (forecast CNY 17.16 B), actual EPS CNY -0.543 (forecast CNY -0.255)

Tongwei Co., Ltd released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 19.53 B (forecast CNY 20.63 B), actual EPS CNY -0.9517 (forecast CNY -0.5994)

TBEA released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 24.95 B (forecast CNY 26.44 B), actual EPS CNY 0.3614

TCL TECH. released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 43.48 B (forecast CNY 48.88 B), actual EPS CNY 0.0682 (forecast CNY 0.0948)

Tongwei Co., Ltd released FY2025 Annual Earnings on April 29 After-Market (BJT), actual revenue CNY 84.13 B (forecast CNY 90.08 B), actual EPS CNY -2.1222 (forecast CNY -1.5515)

Deye released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 4.459 B (forecast CNY 4.87 B), actual EPS CNY 1.31 (forecast CNY 1.28)

LONGi released FY2026 Q1 earnings on April 28 Pre-Market (BJT), actual revenue CNY 11.19 B (forecast CNY 13.32 B), actual EPS CNY -0.25 (forecast CNY -0.105)

LONGi released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 19.43 B (forecast CNY 21.37 B), actual EPS CNY -0.401 (forecast CNY -0.2875)

LONGi released FY2025 earnings on April 28 After-Market (BJT), actual revenue CNY 70.35 B (forecast CNY 72.69 B), actual EPS CNY -0.85 (forecast CNY -0.5775)

TCL Industry Showcases New Products and Emphasizes R&D and Global Expansion

Maxwell released FY2025 Q4 earnings on April 27 After-Market BJT, actual revenue CNY 1.948 B (forecast CNY 2.34 B), actual EPS CNY 0.2096 (forecast CNY 0.965)

Maxwell released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 1.337 B (forecast CNY 2.511 B), actual EPS CNY 0.42 (forecast CNY 0.56)

Sungrow Power Supply released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 15.56 B (forecast CNY 21.85 B), actual EPS CNY 1.11 (forecast CNY 1.5529)

Maxwell released FY2025 annual earnings on April 27 After-Market (BJT), actual revenue CNY 8.152 B (forecast CNY 8.839 B), actual EPS CNY 2.59 (forecast CNY 3.163)

TZE released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 6.549 B (forecast CNY 6.013 B), actual EPS CNY -0.4119 (forecast CNY -0.36)

S.C released FY2026 Q1 earnings on April 26 During-Market (BJT), actual revenue CNY 1.495 B (forecast CNY 1.948 B), actual EPS CNY 0.78 (forecast CNY 0.815)

Tongwei Co., Ltd to release FY2026 Q1 earnings on April 30 After-Market BJT, forecast revenue CNY 17.16 B, EPS CNY -0.21

Deye to Release FY2026 Q1 Earnings on April 30 After-Market (BJT), Forecast Revenue CNY 4.87 B, EPS CNY 1.28

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On April 20th, the price of polysilicon futures surged significantly, with the main contract PS2606 rising by 9.00%. The market's expectations for the photovoltaic industry's "anti-involution" policy stimulated bullish sentiment. The Ministry of Industry and Information Technology and other departments held a meeting, emphasizing the need to regulate competition in the photovoltaic industry and promote high-quality development. Analysts pointed out that some major manufacturers plan to reduce production, which may lead to a contraction in supply and alleviate market pessimism. However, demand has not shown significant improvement, and subsequent inventory pressure may increase

腾讯新闻 - 财经

Huatai-PB CSI Photovoltaic Industry ETF

Guotai CSI Photovoltaic Industry ETF

E Fund CSI Photovoltaic Industry ETF

INDUSTRIAL SECURITIES

The main contract for polysilicon hits the limit up again! Is it a rebound from overselling or an improvement in demand?

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The China Merchants CSI Photovoltaic Industry ETF (516230) has attracted 160 million yuan in capital over 8 consecutive trading days, indicating optimistic market expectations for the photovoltaic industry. On June 18, 2026, China will implement a new distributed photovoltaic policy, which is expected to break industry bottlenecks and activate the market. The Ministry of Industry and Information Technology emphasizes the need to eliminate the internal competition in the photovoltaic industry and enhance the security of the industrial chain. Bank of China International points out that photovoltaic investment in 2026 will focus on "anti-involution" and "space photovoltaic." The new five-year plan will raise the proportion of green electricity in data centers to 80%, bringing new demand for photovoltaics

China Merchants CSI Photovoltaic Industry ETF

Penghua CSI Photovoltaic Industry ETF

The photovoltaic ETF China Merchants (516230) has continuously attracted 160 million yuan over 8 days, reshaping industry expectations with the synergy of electricity and new distributed policies

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The main contract for polysilicon futures hit the daily limit, reporting 34,770 yuan/ton, an increase of 9%. By the end of February, the installed capacity of renewable energy generation nationwide reached 2.381 billion kilowatts, accounting for 60.3% of the total installed power capacity in the country. The 9% value-added tax export rebate for photovoltaic products will be officially canceled on April 1, putting survival pressure on photovoltaic manufacturers and accelerating industry consolidation. It is expected that by 2026, in the photovoltaic industry chain, the prices of silicon materials and silicon wafers will decline, while the prices of modules will increase, benefiting the profits of related manufacturers

Invesco Solar ETF

China Southern CSI New Energy ETF

Polycrystalline silicon futures hit the daily limit! Photovoltaic installed capacity accounts for over 60%, export tax rebates officially canceled

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The photovoltaic equipment sector experienced a short-term surge on April 13, with Tongwei Co., Ltd. hitting the daily limit, and other companies like Daqo Energy also rising. Previously, concerns in the market were triggered by negative news regarding photovoltaic equipment exports, but industry insiders clarified that the recent symposium did not issue any explicit bans, and the industry logic remains positive. Brokerage analysts believe that this discussion will only affect market sentiment, and exports of photovoltaic equipment will continue as normal. The photovoltaic capacity targets set by Tesla and SpaceX, both under Elon Musk, have also instilled confidence in Chinese equipment manufacturers

Penghua SSE STAR New Energy ETF

ChinaAMC Green Electricity ETF

ChinaAMC CSI Photovoltaic Industry ETF

Tongwei Co.,Ltd

Daqo Energy

Ping An CSI Photovoltaic Industry ETF

Industry insiders clarify the regulation of photovoltaic equipment exports, leading to a surge in the photovoltaic equipment sector

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Hainan Deruida New Energy Technology Co., Ltd.; announced on Thursday that its first-quarter revenue decreased by 9.6% year-on-year to RMB 1.69 billion (USD 248 million), but its net profit was RMB 14.16 million, turning a profit from a loss of RMB 105.9 million in the same period last year. The company stated that the improvement in profitability was mainly due to the rise in solar cell prices, which enhanced profit margins. During this period, the company acquired shares in Shanghai Xingyi New Energy Technology and purchased 60% of Shanghai Fuyao Xinghe Aerospace Technology, thereby indirectly controlling Shanghai Xuntian Qianhe Space Technology to expand application scenarios and develop a second growth curve

BambooWorks

AXA SPDB CSI Photovoltaic Industry ETF

China Universal CSI Photovoltaic Industry ETF

Yinhua CSI Photovoltaic Industry ETF

CSOP CSI PV

BRIEF: Rising solar cell prices lift Drinda back to the black

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Hainan Drinda New Energy Technology Co., Ltd., a photovoltaic cell manufacturer, announced that its revenue for the first quarter of this year was 1.694 billion yuan, with net profit turning from a loss to a profit of 14.16 million yuan, mainly benefiting from the increase in the sales price of solar cells. The company also holds shares in Shanghai Xingyi Xinneng Technology and acquired a 60% stake in Shanghai Fuyuan Xinghe Aerospace Technology, expanding the application of photovoltaic technology. The net cash outflow from operating activities was 704 million yuan. Drinda maintains a high market share in overseas markets, and its stock price slightly declined on Friday

Drinda

Brief News: Battery cell prices rebound, Drinda turns a profit in the first quarter

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Drinda announced that for the first quarter ending in March, according to Chinese accounting standards, operating revenue was 1.694 billion RMB, a year-on-year decrease of 9.6%. Net profit attributable to shareholders was 14.16 million RMB, compared to a loss of 106 million RMB in the same period last year, turning from loss to profit, mainly benefiting from the increase in the selling price of battery cells; earnings per share were 0.05 RMB

AASTOCKS

DRINDA

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

"Performance" Drinda earned 14.16 million RMB in the first quarter, turning a loss into a profit

Tianhong CSI Photovoltaic Industry ETF(159857.SZ)

The main contract for polysilicon hits the limit up again! Is it a rebound from overselling or an improvement in demand?

The photovoltaic ETF China Merchants (516230) has continuously attracted 160 million yuan over 8 days, reshaping industry expectations with the synergy of electricity and new distributed policies

Polycrystalline silicon futures hit the daily limit! Photovoltaic installed capacity accounts for over 60%, export tax rebates officially canceled

Industry insiders clarify the regulation of photovoltaic equipment exports, leading to a surge in the photovoltaic equipment sector

BRIEF: Rising solar cell prices lift Drinda back to the black