According to the Zhitong Finance APP, Drinda (002865.SZ) released its performance forecast for the first half of 2026, expecting a net loss attributable to shareholders of the listed company to be between 180 million to 270 million yuan, compared to a loss of 264 million yuan in the same period last year.

Due to the previous high growth in global photovoltaic demand leading to an expansion of the industry chain scale, the Chinese photovoltaic industry has experienced a phase of overcapacity. Since the second half of 2023, it has entered a de-capacity cycle, resulting in an overall decline in photovoltaic industry chain prices. In the first half of 2026, the photovoltaic industry as a whole is affected by multiple factors such as adjustments in electricity price policies, a decline in domestic installations, and overseas trade restrictions. The supply-demand pattern in various segments of the photovoltaic industry has not yet achieved substantial improvement, and industry chain prices have not seen significant increases, thus impacting the company's operating performance.

During the reporting period, the company has consistently adhered to the path of a specialized battery manufacturer, continuously expanding domestic and international markets around global module customer needs, launching high-cost-performance photovoltaic batteries, strengthening refined management, and implementing multiple measures to reduce costs and increase efficiency, fully committed to improving the profitability of its main business.

In the medium to long term, with the accelerated construction of AI computing power infrastructure and the large-scale rise of the energy storage industry, photovoltaic energy, as the most economical clean energy, still has broad market space in the future. Additionally, with the implementation of mandatory safety and energy efficiency standards for photovoltaic modules, inefficient and outdated production capacity in the industry will be accelerated to clear out, gradually restoring the supply-demand balance in the industry chain, and continuously increasing product prices, which is expected to restore the overall profitability of the industry. The company will steadily advance its overseas capacity layout and market expansion, promote core technology iteration and upgrading, and solidify the foundation for the development of its main business; at the same time, relying on its technological accumulation and industrial resources, it will fully leverage the advantages of the A+H capital market platform, continuously explore new application scenarios for photovoltaics, layout diversified emerging business sectors, and focus on cultivating new performance growth points