JA Solar
2025.03.31
2025.03.26
2025.03.17
2025.03.14
2025.03.11
2025.03.05
15:01
The three major A-share indices rebounded collectively today. As of the close, the Shanghai Composite Index rose 0.53%, the Shenzhen Component Index rose 0.28%, the ChiNext Index rose 0.01%, and the Beijing Stock Exchange 50 Index rose 2.82%. The total market turnover was 1,545.7 billion yuan, an increase of 65.8 billion yuan from the previous day. More than 2,300 stocks rose in the entire market. In terms of sector themes, humanoid robots, engineering machinery, computing power leasing, and communication services sectors led the gains; real estate and photovoltaic sectors led the declines. On the market, computing power leasing concept stocks were active in the afternoon, with Hongjing Technology, Tuowei Information, Hainan Huatie, Dawei Technology, and Hengrun shares hitting the daily limit. The robot sector was repeatedly active, with Yunding Technology hitting the three-day board, and Fulai New Materials, Jiechang Drive, Zhaowei Electromechanical, and Shandong Mining Machinery hitting the daily limit. The engineering machinery sector led the gains, with Shantui Shares, Liugong, and Yongda Shares hitting the daily limit. The communication service sector led the gains, with Sanwei Communication, Zongheng Communication, and Wuhan Fangu hitting the daily limit. The real estate sector led the decline, with Zhongzhou Holdings hitting the daily limit, and Everbright Jiabao and Xinda Real Estate falling nearly 5%. Photovoltaic concept stocks adjusted, with Tongwei Co., Ltd., Shuangliang Energy Saving, and JA Solar Technology leading the decline.
11:30
2025.02.26
2025.02.25
15:27
Recently, there have been market rumors that many domestic first-tier photovoltaic module companies have collectively raised module prices. The rumored price increase is about a few cents per watt, which was once interpreted by the industry as a positive bottom reversal signal. On February 25, a person close to the marketing department of Longi Green Energy told reporters that due to the impact of the power reform policy, the company's distributed ex-factory price rose by 0.03 yuan/watt to 0.05 yuan/watt last week, and the centralized price has not changed for the time being, but the price increase is expected to be unsustainable. Trina Solar also confirmed the rumor of price increase to reporters. "It has indeed increased a bit." The relevant person in charge of the company told reporters that the price of modules sold to customers through channels has increased by 0.02 yuan/watt to 0.03 yuan/watt. At present, the domestic market and the European market have confirmed the price increase, and the situation in the US market is not clear yet. "The price of photovoltaic modules is going to increase." The relevant person in charge of JA Solar told reporters today that market demand has warmed up after the Spring Festival, and the company's subsequent orders are very good. "The price increase of photovoltaic components is not only supported by market demand, but also because the upstream raw materials are still in a loss-making state, and there is pressure for commission price increase, which requires the transmission of component price increase (cost pressure)."
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