“Anti-involution” continues to drive photovoltaic module manufacturers to show signs of performance improvement
As of August 22, a number of photovoltaic listed companies, including Longi Green Energy, Tongwei Co., Ltd., and Trina Solar, have released their "report cards" for the first half of the year. Reporters have found that some photovoltaic module manufacturers, such as Aixu Co., Ltd. and Hongyuan Green Energy, have shown an improvement in their performance, reducing losses or turning losses into profits in the first half of the year. Experts believe that as the photovoltaic industry's "anti-involution" process continues to advance, as the price adjustments of polysilicon are gradually accepted by the downstream market, the return of module prices to the cost line is just around the corner. It may become the norm for the entire industry to maintain low-load production and low gross profit margins. In addition, the photovoltaic industry cannot only focus on the manufacturing side to promote "anti-involution" efforts, but the role of the asset side is equally critical.