On October 29, according to Lanjing News, there are market reports stating that as of the 29th, the prices of photovoltaic modules from Longi Green Energy have increased by 1-2 cents/watt. Up to now, including Trina Solar Co., Ltd., GCL, Tongwei, and JA Solar, the top module companies have all adjusted their delivery prices upwards by 1-3 cents/watt. A photovoltaic enterprise leader stated that spot prices have increased by 2-3 cents/watt in some local areas. A leader of a top module company also mentioned that price increases are the trend after the anti-dumping meeting.

According to the National Energy Administration, in August 2024, domestic PV installations increased by 16.5GW, a year-on-year growth of 2.9%. From January to August, the cumulative new PV installations in China reached 140.0GW, a 23.7% increase year-on-year. Xu Baiqiao from Haitong International Securities believes that currently, the PV sector's stock prices and fundamentals are at the bottom. The Q2 quarterly report showed extensive losses, prices hit rock bottom, various links experienced comprehensive cash losses, multiple segments jointly reduced production, the sector has accumulated a 70% decline in 2 years, and low institutional holdings are all clear signs of a bottoming out. Industry consolidation is beginning to show, and bottoming sector has great potential under the backdrop of stimulating the capital markets, making future investment opportunities worth noting.

According to the Financial Data Center, among related listed companies:

JA Solar Technology is a globally leading integrated photovoltaic giant, with an industry chain covering silicon wafers, solar cells, modules, and photovoltaic power stations, holding a global market share of 10% and consistently ranking top three in module shipments worldwide.

Eging Photovoltaic Technology currently has a production capacity of 5GW for solar cells and 5GW for modules, with the main production of solar cells dedicated to the company's own module production line.