中国太阳能光电行业上半年陷入困境。今年上半年中国新增太阳能光电装机72.07GW，与上年同期相比下滑约66%1。行业整体业绩惨淡，共有21家已披露半年报预告的太阳能光电上市公司预计亏损130至168亿元1。其中，隆基绿能、通威股份、TCL中环三家龙头企业预计亏损超过100亿元1，TCL中环的预计归母净利润为负33亿元至负30亿元1。
导致行业亏损的主要原因是多重压力叠加。隆基绿能表示，光伏行业供需关系未有显著改善，公司组件销量和收入同比下降，开工率不足，毛利率较低1。通威股份也指出，行业整体供需失衡格局尚未根本性改善，各环节产品价格维持低迷1。前中国光伏行业协会秘书长王勃华进一步分析认为，太阳能光电产业面临供需失衡、需求萎缩与贸易壁垒加码的三重挤压1。
China's photovoltaic sector has contracted sharply in the first half of 2026, with newly installed solar capacity plummeting approximately 66 percent year-over-year to 72.07 gigawatts 1. Three industry leaders—Longi Green Energy, Tongwei, and TCL Zhonghuan—are each projected to post losses exceeding 10 billion yuan, while twenty-one listed solar companies collectively anticipate losses between 13 billion and 16.8 billion yuan 1.
Longi Green Energy attributed declining module sales and revenues to unimproved supply-demand dynamics, insufficient production capacity utilization, and eroding profit margins 1. Tongwei similarly cited persistent oversupply across all production segments, with product prices remaining depressed throughout the industry 1. TCL Zhonghuan alone faces projected losses of between 3 billion and 3.3 billion yuan 1.
Analysts, including Wang Bohua, former secretary-general of the China Photovoltaic Industry Association, identified a "triple squeeze" facing the sector: supply-demand imbalance, contracting market demand, and intensifying trade barriers 1.
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