Will 11 Companies Reach 386 Billion Yuan by 2026?
As of January 20, 2026, it has been reported that 11 companies are projected to reach a combined revenue of 386 billion yuan. This forecast comes from various market analyses and reflects the ongoing trends in the renewable energy sector.
By January 19, 2026, over 15 companies had already announced their projected earnings for 2025, with major players like Tongwei Co., TCL Technology, and others contributing significantly to this figure. The combined revenue for these 11 companies is estimated to range from 386.9 billion yuan to 445.2 billion yuan.
The demand-supply imbalance has been identified as a primary factor for price fluctuations, influenced by international market conditions and raw material costs. Since the fourth quarter of 2023, these companies have consistently reported fluctuations in their earnings, indicating a challenging operating environment.
According to SMM, a high-level analyst firm, these companies are projected to experience revenue declines due to “tight production capacities” and “fixed price rights.” It is critical for these companies to navigate the changing landscape of supply and demand effectively. In 2026, the market will shift focus from “production capacity” to “fixed price rights,” impacting company profitability.
Looking ahead to 2025, three of these companies are expected to report earnings between 60 billion to 75 billion yuan, 45 billion to 48 billion yuan, and 60 billion to 65 billion yuan, respectively. This transition in expected revenue is indicative of the overall market trends and raises concerns about sustained profitability.
Moreover, recent reports indicate that significant price adjustments may occur due to the continued fluctuations in the cost of raw materials. This trend suggests that companies must remain agile in their operations and pricing strategies to stay competitive in the renewable energy market.
As the deadline approaches for these projections, the industry will closely monitor how these companies adapt and thrive amidst these challenges. Analysts predict that by 2026, companies will need to strengthen their production capabilities and adapt to regulatory changes to ensure their long-term success in the renewable energy landscape.
Overall, the renewable energy sector is poised for significant shifts in production and pricing strategies, and the performance of these 11 companies will be a key indicator of market health moving forward.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/forecasting-11-companies-to-reach-386-billion-yuan-by-2026-can-they-survive-the-challenges-ahead/
