GCL-Poly Energy saw its stock rise over 2.5% in a single day, signaling an increase in activity across the photovoltaic industry chain. As of the market close on March 18, 2025, the company’s stock price reached 42.65 yuan, reflecting a daily increase of 2.50%. During trading, the stock experienced a fluctuation of 4.18%, with a trading volume exceeding 314 million yuan. Currently, the total market capitalization of GCL-Poly is approximately 10.346 billion yuan, with a dynamic price-to-earnings ratio of -163.85.
From an industry perspective, there has been a noticeable acceleration in the deployment of new projects by companies in the photovoltaic supply chain, particularly in areas such as distributed photovoltaics and agro-photovoltaic integration. The overall investment in these projects has significantly increased. Reports indicate that some companies are adjusting their production quotas from silicon wafers to modules, alongside a rebound in module prices, which presents positive signals on the supply side of the industry.
Furthermore, supportive policies continue to emerge for the new energy sector, encouraging collaborative efforts among companies within the supply chain to foster technological innovation and enhance production capacity. However, it’s important to note that the photovoltaic industry is still grappling with challenges such as structural overcapacity, rapid technological changes, and intensified market competition. This could lead to continued disparities in profitability among companies.
Risk Warning: The information provided herein does not constitute investment advice. The market carries risks, and decisions should be made cautiously.
Source: Financial界
