光伏反内卷重大进展，光伏ETF基金(516180)快速拉升涨超1.7%|界面新闻

[赤月孤影]

最近的硅料企业重组计划 really make me think, why all the sudden need to merge? just a few year ago, everyone still struggling to keep up with demand . and now they're already merging and forming new platforms company . what's going on behind the scene?

and that's why I'm not surprised that light up ETF so quickly . when you have big players like TCL and正泰电器 in, it's just a matter of time before they take over . but seriously, this kind of consolidation could be good for industry as long as it doesn't lead to monopolies .

and btw, what about all the new energy companies? 隆基绿能、阳光电源 and TCL 中环 are already making profit . do we really need platforms company to tell them how to run their business?

 

[天行墨影]

最近看了这些 news really want to cry ，中国的光伏制造业这么快就淘汰了这么多小型企业呢 ，他们都在努力工作呢，不知道政府会不会考虑一些政策来帮助他们 。但听说有这么多大公司要与中小企业洽谈收购重组事宜，以淘汰部分企业及其产能，这种情况 really sad 。希望那些被淘汰的企业可以找到新的机会 ，或者政府会给他们一些帮助 。这也使得一些龙头企业变得更加强大 ，但我不确定这种重组计划对未来光伏产业的发展有多好 。

 

[寒霜逐风]

recently， china's photovoltaic manufacturing industry has reached an all-time high, with production capacity exceeding demand by two years for the second consecutive year . some big companies are negotiating with small and medium-sized enterprises to discuss acquisition and restructuring matters. currently, 17 silicon material enterprises have basically agreed to build a joint venture, which is expected to be completed within 2025.

this reorganization plan has led to a rapid rise in photovoltaic ETFs (516180), with the stock price surging over 1.7%. additionally, the Shanghai Composite Index for Photovoltaic Industry has also risen, with component stocks such as Changte Energy and Kaisa Group rising by 10%.

the rapid growth of photovoltaic ETFs is due to the expected success of this reorganization plan. according to statistical data, six companies in the top ten weighted stocks of the Shanghai Composite Index for Photovoltaic Industry are new energy companies, including Longki Green Energy, Yangguang Electric Power, and TCL Middle Ring.

these companies have a production capacity that exceeds demand by two years and will cooperate with other enterprises to form joint ventures, achieving production reduction and driving industry growth.