Following two days of gains, September 26 
However, digital new energy DataBM. Overall, as of the close of September 26, the total market value of 111 photovoltaic listed companies in the statistical range has increased by 4730 compared with the beginning of the year .
Among them, inverters and equipment links increased by more than 49% . However, the total market value of batteries and components is still not optimistic, becoming the only link that continues to fall. A decline of 3.
top three companies were * ST Mubang ( ↓ 61.02% ), Shijing Technology ( ↓ 39.49% ), * ST Cloud Network ( ↓ 37.
At present, there are three photovoltaic enterprises in the 100 billion market value team, in addition to Sunshine Power and Longji Green Energy. This time, a new recruit, Pioneer Intelligence , has been added, with a market value of 1025.
It is worth noting that the market value of Sunshine Power has successfully exceeded 300 billion yuan. To 3265.
, the photovoltaic industry has launched a top-down "anti-involution" action, which is pushing the market of the photovoltaic industry chain to gradually return to rationality.
According to the latest price news this week, the price of silicon materials has exceeded 50000 yuan per ton , and the price of silicon wafers has also exceeded 1.3 yuan per piece. The average price of batteries is also 0.
The current market quotation of component prices is chaotic. However, according to the recently announced bidding results for component procurement, most of the bidding unit prices of enterprises have been in
September, and the photovoltaic industry has ushered in a number of major benefits, which are related to industry absorption, industrial upgrading and so on. At the same time, we also ushered in new industry goals. At the beginning of
this month, China announced that it would implement new "10 million kilowatts photovoltaic" and "10 million kilowatts wind power" projects, and in the first two days, it released heavy benefits again, and the downstream demand target became clearer. In 2035, the total installed capacity of wind power and solar power in China will reach more than six times that in 2020, striving to break through 3.6 billion kilowatts .
According to the latest data from the National Energy Administration, as of August 2025, the installed capacity of wind and solar power in China is about 1.7 billion kilowatts . That is to say, in the next 10 years, China will need to add 1.9 billion kilowatts (1900 GW).
This naturally strengthens investors' confidence in the future development of the photovoltaic industry.
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