The Zhitong Finance App learned that PV stocks continued to decline. As of press release, Lansi Technology (06613) fell 8.08% to HK$16.04; Junda shares (02865) fell 3.38% to HK$10.3; Follett Glass (06865) fell 2.54% to HK$4.995; and Xinte Energy (01799) fell 2.17% to HK$3.385.

Dongwu Securities believes that the photovoltaic industry is currently at the bottom of the cycle, demand is weak, and the profit inflection point is unclear, but the supply-side reform logic is being strengthened, and leading production cuts will help clear backward production capacity. Technology iterations and emerging application scenarios have become important increases. BC module delivery prices are strong, and new directions such as space photovoltaics may provide additional growth impetus.

Shen Wan Hongyuan pointed out that in the first half of 2026, the PV sector was still at the bottom of multiple “performance, valuation and attention.” In January-August, 97.19 GW of domestic installed capacity was added, a sharp decrease over the previous year. Improvements have been brought about by the refinement of the industry and the implementation of new technical standards, and the profit flexibility of leading component manufacturers is evident. With the start of the overseas peak season and favorable prices in the domestic industrial chain, the performance of photovoltaic companies in the third quarter is expected to improve sequentially, and the sector's rebound window opens, but the overall recovery is still mainly gradual.

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