The photovoltaic industry is still in a deep adjustment period, with Guosheng Technology and Dongfang New Energy hitting the daily limit.

（Source: Caixin）

We believe that the photovoltaic industry is still in a deep adjustment period, and relevant stakeholders in the industry continue to collaborate actively to promote “anti-involution,” guiding the industry back to a high-quality development path.

On April 7, the photovoltaic sector saw localized activity. Guosheng Technology (603778.SH) and Oriental New Energy (002310.SZ) reached their daily limit, while GCL System Integration (002506.SZ), Zhongli Group (002309.SZ), and others rose by more than 4%.

Regarding the news, Zhao Ce, Deputy Director of the Information and Communication Development Department of the Ministry of Industry and Information Technology, stated on April 3 that space computing is nurturing new opportunities, but it also faces many new challenges that need to be addressed urgently. He said that efforts should be strengthened for system planning, forward-looking layout should be carried out, industrial cultivation should be deepened, further coordinated breakthroughs should be made, and the development of the space computing industry should be promoted in a solid and orderly manner. “As an engineering integration that extends ground technology industries into space, space computing power has advantages in multiple areas such as real-time processing in orbit, low-cost energy, and wide-area coverage.” Zhao Ce introduced at the 2026 Space Computing Power Industry Conference held in the Beijing Economic-Technological Development Area. He noted that space computing power helps enhance the capability for developing space energy, improve full-area coverage and anti-interference capability, expand the boundaries of network application, and has strategic value and broad industry prospects.

Guangfa Securities previously said that AI giants are competing for dominance, and “putting computing power into the sky” has become a consensus. Against this backdrop, space photovoltaics, as a main form of energy supply, is expected to benefit deeply. It is expected that in the future, it may bring a market space at the trillion-yuan level cumulatively for photovoltaic equipment. This new narrative logic creates new expectations for incremental space for the photovoltaic industry.

CICC stated that leading industry players actively respond to supply adjustments, and positive signals of reshaping the photovoltaic industry ecosystem are emerging again. We believe that the photovoltaic industry is still in a deep adjustment period, and relevant stakeholders in the industry continue to collaborate actively to promote “anti-involution,” guiding the industry back to a high-quality development path. In recent years, the state has encouraged listed companies to integrate industries through mergers and acquisitions, optimize resource allocation, and achieve high-quality development. We believe that the mergers and acquisitions by leading enterprises are market-oriented transactions based on the background of policy guidance. They help reduce the number of direct market participants, enhance flexibility in capacity regulation, and help improve the industry’s competitive landscape as well as the realization of the “anti-involution” requirements.

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