On August 31, the total market value of 108 photovoltaic listed companies was fixed at the 22049.
Digital New Energy DataBM. Com counted the changes in the market value of 107 photovoltaic listed companies in August. Involving silicon materials, silicon wafers, batteries, " As of August 31, the total market value of 107 listed photovoltaic enterprises within the statistical scope reached 22049 101 million yuan. Compared with July 31, it increased by 5.65% , compared with the market value at the beginning of August, it increased by 3.96% , but compared with the beginning of the year, it decreased by 245.963 billion yuan.
Looking back on the whole August, the market value of 107 photovoltaic listed companies fluctuated significantly. Influenced by domestic anti-involution and overseas 232 photovoltaic tariffs, the overall market value rose all the way in early August, and reached the peak of monthly market value in the middle of the month (August 18)- 23659 of 145 million yuan . Compared with the beginning of the month, it increased by 11. However, since then, it has fallen off a cliff and the overall market value has begun to fall. From August 18 to 31, only 10 trading days, the total market value of 107 listed companies evaporated 1610.
compared with the high market value in August, a decline of 13.75%; Compared with the beginning of August, the market value of the equipment sector increased by 118.484 billion yuan , an increase of 24.
, the total market value of the silicon material sector dropped the most, reaching 40% ; The total market value of auxiliary materials has the smallest decline, only 2.
still Sunshine Power , but the company's market value has fallen to 189.699 billion yuan, which is 42% lower than market value on June 30 (329.682 billion yuan). Most of them are still inverter and equipment enterprises .
They are all equipment enterprises- Dazu Laser , Robotco and Tiantong Stock . The market value of the remaining 70 enterprises has declined compared with the beginning of the year, among which the market value of Hongyuan Green Energy has declined the most, reaching 52.
The biggest change in market value was in July . In just one month, 107 listed companies evaporated 692.625 billion yuan, with a monthly decline of 24.
It is mainly affected by changes in trade policies in overseas markets. On the one hand , the announcement of the FCC inverter ban in the United States has led to a setback in the market value of inverter enterprises. The impact of the incident has not yet dissipated, and in late August Trump signed an executive order prohibiting the United States from purchasing, importing or installing some foreign-made large-scale power system equipment and related software on the grounds of national security. Although the executive order does not name China, China is among the "regulated foreign entities" it defines.
At the same time, on the other hand, there are rumors in the market that Musk's SpaceX will strictly check the supply chain and implement "de-Sinicization" . Sources in the industry said that the Chinese photovoltaic equipment purchased by Musk had also been returned.
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