of 2026 has passed. In the first half of this year, international conflicts, artificial intelligence, space computing and other hot topics continued. Behind these hot topics, people are increasingly aware of the importance of new energy in the present and future. Affected by this, the photovoltaic sector has also become one of the key tracks in the capital market.
Digital New Energy DataBM. Com counted the market value changes of 108 photovoltaic listed companies in the first half of 2026. Involving silicon materials, wafers, batteries, " as of June 30, 2026, The total market value of 108 photovoltaic listed companies within the statistical scope reached 2,860.492 billion yuan , an increase of 405.387 billion yuan compared with the beginning of the year. An increase of 16.51% ; Compared with the market value at the beginning of June, it increased by 13.154 billion yuan , an increase of 0.
From the perspective of production links, the total market value of inverters, equipment, battery-components and auxiliary materials increased in the first half of this year. The total market value of the equipment sector increased by 68.51% , while the market value of the silicon wafer and silicon materials sector decreased, and the total market value of the silicon materials sector decreased by 33.
by more than 42% compared with the beginning of the year. The average transaction price of silicon wafers dropped by 18% -42% .
the second to tenth companies have undergone a wave of changes . Longji Green Energy, which has been in the second place for a long time, has fallen to the seventh place , and at the same time, it has fallen out of the ranks of "100 billion market value" . Throughout the list of TOP10 enterprises, most of them are inverters and equipment enterprises . Most of them also changed with "
them increased by more than 100% , and the market value of Dazu Laser and Dier Laser increased by more than 250%. 251.46% and 250 respectively .
Looking back on the first half of the year, according to the monthly market value statistics, the overall market value of 108 photovoltaic listed companies showed an "M" type fluctuation. From January to February, the overall market value of photovoltaic enterprises rose sharply due to the heat of "space photovoltaic" and "Musk orders"; however, in March, the overall market value of photovoltaic enterprises fell sharply due to the outbreak of conflicts in the Middle East, the obstruction of overseas shipping, the unexpected situation of overseas orders before export tax rebates, and other bad news; From April to June, with the temporary easing of regional conflicts, the growth of overseas market demand and the superposition of multiple favorable policies, the market value of photovoltaic industry rebounded again and remained relatively stable.
< IMG alt = "Top 10 changes!"! Silicon materials dropped by more than 30%! Photovoltaic listed companies in the first half of the latest ranking of market value! Ccement. Com/news/2607/richtext/IMG/6a4b798468d158535537. In addition, the other links are more consistent with the overall monthly market value changes of the above enterprises.
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