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Comprehensive analysis of photovoltaic industry research reports and company insights
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Q1 performance expected to surge, driven by dual engines of energy storage battery packs and inverters
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Buy
Q1 performance expected to surge, driven by dual engines of energy storage battery packs and inverters
Huayuan Securities | 2026-04-12 | Deye Shares (605117)
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Core Business Bottoming Out, Earnings Beat Expectations; Aerospace Energy New Business Forms Closed Loop
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Buy
Core Business Bottoming Out, Earnings Beat Expectations; Aerospace Energy New Business Forms Closed Loop
Sinolink Securities | 2026-04-10 | Junda Shares (002865)
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Strong Q1 performance lays foundation for full-year prosperity
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Buy
Strong Q1 performance lays foundation for full-year prosperity
Sinolink Securities | 2026-04-10 | Deye Shares (605117)
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Review of 2025 Annual Report and 2026 Q1 Earnings Forecast: 26Q1 exceeds expectations; continue to favor the explosive potential of residential and C&I energy storage products
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Buy
Review of 2025 Annual Report and 2026 Q1 Earnings Forecast: 26Q1 exceeds expectations; continue to favor the explosive potential of residential and C&I energy storage products
Soochow Securities | 2026-04-10 | Deye Shares (605117)
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First Solar 2025 Annual Report Review: Film Price Hikes Restore Profitability, Accelerated Breakthrough in High-End Photosensitive Dry Film
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Buy
First Solar 2025 Annual Report Review: Film Price Hikes Restore Profitability, Accelerated Breakthrough in High-End Photosensitive Dry Film
Soochow Securities | 2026-04-10 | First Solar (603806)
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AOI equipment secures bulk repeat orders from leading US optical communication clients; optical module equipment layout enters harvest period
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Buy
AOI equipment secures bulk repeat orders from leading US optical communication clients; optical module equipment layout enters harvest period
Soochow Securities | 2026-04-09 | Autowell (688516)
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Leading position solidified; rapid development in electronic materials
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Buy
Leading position solidified; rapid development in electronic materials
Sinolink Securities | 2026-04-09 | First Solar (603806)
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Core Supplier of High-Precision Dispensing Equipment for Apple Supply Chain, Expanding into Semiconductor, PV, and NEV Sectors
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Overweight
Core Supplier of High-Precision Dispensing Equipment for Apple Supply Chain, Expanding into Semiconductor, PV, and NEV Sectors
Huayuan Securities | 2026-04-08 | Zhuozhao Dispensing (920026)
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Q4 2025 Performance Slightly Under Pressure, Energy Storage + AIDC Show Promise
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Q4 2025 Performance Slightly Under Pressure, Energy Storage + AIDC Show Promise
Huajin Securities | 2026-04-08 | Sungrow (300274)
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Industry Report Analysis
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2026 Photovoltaic Industry Analysis
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2026 Photovoltaic Industry Analysis
Lianhe Credit Rating | 2026-04-08 | Photovoltaic Equipment
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Photovoltaic Industry Weekly Report
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Photovoltaic Industry Weekly Report
Guoxin Securities | 2026-04-02 | Photovoltaic Equipment
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Photovoltaic Industry Weekly Report
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Photovoltaic Industry Weekly Report
Guoxin Securities | 2026-03-26 | Photovoltaic Equipment
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Power Equipment Industry Tracking Report: Tesla Plans to Purchase Photovoltaic Equipment; New Energy Vehicle Exports Shine in February
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Power Equipment Industry Tracking Report: Tesla Plans to Purchase Photovoltaic Equipment; New Energy Vehicle Exports Shine in February
Wanlian Securities | 2026-03-24 | Battery
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Power Equipment & New Energy Weekly (3rd Week of March): Tesla plans to procure domestic PV equipment; Chery achieves breakthrough in solid-state batteries
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Power Equipment & New Energy Weekly (3rd Week of March): Tesla plans to procure domestic PV equipment; Chery achieves breakthrough in solid-state batteries
BOC International | 2026-03-22 | Battery
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New Energy Industry: Commentary on the '15th Five-Year Plan' Outline
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New Energy Industry: Commentary on the '15th Five-Year Plan' Outline
Guoxin Securities | 2026-03-20 | Photovoltaic Equipment
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Q1 performance expected to surge, driven by dual engines of energy storage battery packs and inverters
Q1 performance expected to surge, driven by dual engines of energy storage battery packs and inverters
Core Business Bottoming Out, Earnings Beat Expectations; Aerospace Energy New Business Forms Closed Loop
Core Business Bottoming Out, Earnings Beat Expectations; Aerospace Energy New Business Forms Closed Loop
Strong Q1 performance lays foundation for full-year prosperity
Strong Q1 performance lays foundation for full-year prosperity
Review of 2025 Annual Report and 2026 Q1 Earnings Forecast: 26Q1 exceeds expectations; continue to favor the explosive potential of residential and C&I energy storage products
Review of 2025 Annual Report and 2026 Q1 Earnings Forecast: 26Q1 exceeds expectations; continue to favor the explosive potential of residential and C&I energy storage products
First Solar 2025 Annual Report Review: Film Price Hikes Restore Profitability, Accelerated Breakthrough in High-End Photosensitive Dry Film
First Solar 2025 Annual Report Review: Film Price Hikes Restore Profitability, Accelerated Breakthrough in High-End Photosensitive Dry Film
AOI equipment secures bulk repeat orders from leading US optical communication clients; optical module equipment layout enters harvest period
AOI equipment secures bulk repeat orders from leading US optical communication clients; optical module equipment layout enters harvest period
Leading position solidified; rapid development in electronic materials
Leading position solidified; rapid development in electronic materials
Core Supplier of High-Precision Dispensing Equipment for Apple Supply Chain, Expanding into Semiconductor, PV, and NEV Sectors
Core Supplier of High-Precision Dispensing Equipment for Apple Supply Chain, Expanding into Semiconductor, PV, and NEV Sectors
Q4 2025 Performance Slightly Under Pressure, Energy Storage + AIDC Show Promise