Abstract After two years of overcapacity and trade double-reverse, the photovoltaic industry has recently received strong support from the national policy, and the industry situation tends to pick up. The performance of several listed companies for the third quarter shows that their net profit Year-on-year improvement. Public and private funds began to copy the bottom light...
After two years of overcapacity and trade double-reverse, the photovoltaic industry has recently received strong support from the national policy, and the industry situation tends to pick up. The performance of several listed companies for the third quarter shows that their net profit is year-on-year. Appeared to improve. Public and private funds began to dip the PV stocks. 
Since the beginning of this year, the photovoltaic industry has experienced overcapacity, industrial chain enterprise capital chain breaks, EU double-reverse and other negative events in the industry, the industrial chain has been largely shut down. In the first half of the year, only the target of less than 3GW was completed, which is much lower than the 10GW plan for the whole year.
However, since the minimum price for export to the EU was determined, the EU canceled the punitive tariffs on export enterprises, the industry entered a bottoming out stage, and the government also introduced industry support policies, and the enterprises started construction, including distributed photovoltaics. Vigorous development and power station construction have become two highlights. After two years of losing winter, the domestic PV industry finally began to feel a bit of spring.
At this time, the state's intensive support for the New Deal will undoubtedly make the warming momentum stronger.
At the end of August, the State Council issued the "Notice on Playing the Role of Price Leverage to Promote the Healthy Development of the Photovoltaic Industry", stipulating that photovoltaic power generation subsidies of 0.42 yuan per kilowatt hour, higher than the previous market expectations of 0.35 yuan / kWh.
This week, the 13th China Photovoltaic Conference was held. It is understood that the “Opinions on Financial Services for Promoting Distributed PV Development†jointly drafted by the National Energy Administration and the National Development Bank will be issued soon. The highlight of the new financial support regulations is that The scope of support is extended to power companies, distributed power generation projects and natural persons, and the credit scale can be as low as 50,000-500,000 yuan.
PV company's current performance turning point
Policy support and industry gradually pick up, many listed companies in the photovoltaic industry have seen a significant performance turning point. According to the statistics of the Flush iFinD, 9 of the 23 listed companies related to solar PV and announced the profit forecast for the first three quarters are expected to grow year-on-year, and 3 of them will turn losses.
Among them, Zhonghuan has gradually transformed into new energy. With the industry's recovery and the rise of high-efficiency wafer shipments and joint venture PV power plant projects in the future, it is expected that the net profit in the first three quarters will increase by 1692% to 2140%.
In addition, the asset replacement of Yijing Optoelectronics and Haitong Group has been approved by the CSRC on September 15. The restructuring has been confirmed with certainty and is expected to be completed by the end of the year. It will become the first pure PV enterprise with complete PV industry chain in A-share.
As the world's largest manufacturer of monocrystalline silicon, Longji shares reported that sales of monocrystalline silicon wafers increased by 61% year-on-year, with a net profit of 20.95 million yuan, which has completed 46.84% of the full-year plan.
ST Super Day also ushered in a daily limit for two consecutive days. It is expected that the gross profit margin will increase significantly in the first three quarters, and the company will actively expand into the upstream and downstream of the industry chain, and its performance will usher in a new growth point.
Public and private fund placement in advance
The inflection point of performance also attracted mainstream institutions to open positions. According to the China Daily News, E Fund, Huashang, ICBC Credit Suisse and other public offerings have added Longcang shares in the second quarter, and E Fund has become the sixth largest tradable shareholder with more than 8 million shares.
Hairun Photovoltaic has become the “darling†of Xingquan Fund. According to the semi-annual report, the four products of Xingquan have held a total of 180.74 million shares, of which more than 15 million shares are in the second quarter. In addition, Xingquan Herun is also in the second quarter of the new Jingyi Optoelectronics 2,145,300 shares, becoming the tenth largest tradable shareholder. The technical trend shows that at least until yesterday, Xingquan has not yet gained much profit.
The semi-annual report of Ancai High-Tech Co., Ltd. shows that the two funds of China and the investment of Wang Yawei are stationed at the same time. Among them, Huaxia Renaissance and Huaxia Strategy held 3.5 million shares and 2.5 million shares respectively, holding a total of 6 million shares; Wang Yawei also opened 1.57 million shares at the same time. In the second quarter, Ancai Gaoke, whose stock price was sluggish, has been hovering around 3.8 yuan, but after a strong daily limit on June 17, it reached a maximum of 6.12 yuan on July 24, and the growth rate in just 27 trading days has reached 61.29%.
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