In early 2026, several listed companies in the photovoltaic industry chain announced the termination or postponement of investment projects, or outright divestment of photovoltaic assets. It is not unusual for photovoltaic companies to pause their activities, but reporters have learned that the reasons for these pauses have undergone marginal changes. “The photovoltaic industry is transitioning from oversupply to a stage of accelerated capacity clearance, which is expected to be more intense in 2026 than in 2025,” said Gao Ling, a photovoltaic industry analyst at Longzhong Information. The acceleration is driven by the further weakening of demand expectations on top of the already accumulated supply and demand contradictions. From another perspective, the stronger “pressure” is also forcing market winners and losers to be淘汰, naturally clearing the market, and laying the groundwork for the industry’s recovery to health. (Shanghai Securities News)
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Or terminate the project or divest assets. Part A shares "Chaser" cut losses.
In early 2026, several listed companies in the photovoltaic industry chain announced the termination or postponement of investment projects, or outright divestment of photovoltaic assets. It is not unusual for photovoltaic companies to pause their activities, but reporters have learned that the reasons for these pauses have undergone marginal changes. “The photovoltaic industry is transitioning from oversupply to a stage of accelerated capacity clearance, which is expected to be more intense in 2026 than in 2025,” said Gao Ling, a photovoltaic industry analyst at Longzhong Information. The acceleration is driven by the further weakening of demand expectations on top of the already accumulated supply and demand contradictions. From another perspective, the stronger “pressure” is also forcing market winners and losers to be淘汰, naturally clearing the market, and laying the groundwork for the industry’s recovery to health. (Shanghai Securities News)