China's Industrial Profits Up 0.8% In Q1 Amid Tariff Hurdles

Business TodayApr 26 23:31 ET

Xinyi Glass Holdings Limited's (HKG:868) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?

Simply Wall StApr 26 20:03 ET

China Great Wall: In March, the solar Industry in China showed signs of stabilization and recovery, with the Power Inverter expected to recover first.

After a year of adjustment in the Industry, 2024 may mark the bottom of profitability. The Power Inverter is expected to recover first due to technological barriers, and the supply-demand rebalancing will optimize the competitive landscape.

Zhitong FinanceApr 22 04:37 ET

Pacific Securities: The Quote for The Pacific Industry Chain in the photovoltaic sector is accelerating downward.

With the end of inventory preparation, the Quote in the photovoltaic Industry Chain is accelerating to loosen, due to significant price drops in the downstream market and an increased shipping intention from some leading Polysilicon manufacturers, the price of Block Orders for Polysilicon is rapidly declining, approaching mainstream cash costs.

Zhitong FinanceApr 22 02:48 ET

Hong Kong stocks moved differently | Some solar stocks rose in the afternoon as it is reported that the Solar Industry Association will hold a production control meeting this afternoon. Institutions indicated that expectations for supply-side reform have

Some photovoltaic stocks rose in the afternoon, as of the time of writing, TRIUMPH NEW EN (01108) increased by 15.77% to 3.89 HKD; FUYAO GLASS (03606) rose by 4.98% to 51.6 HKD; XINYI ENERGY (03868) increased by 3.45% to 0.9 HKD; GCL TECH (01799) rose by 2.56% to 0.8 HKD; XINYI GLASS (00868) increased by 0.73% to 6.94 HKD.

Zhitong FinanceApr 22 01:40 ET

[Brokerage Focus] CITIC SEC: The USA's tariffs on China have sharply increased, but photovoltaic exports have already become desensitized.

Based on Jinwu Financial News | CITIC SEC stated that the USA's "reciprocal tariffs" are fierce but lack endurance. Meanwhile, China's photovoltaic industry has become desensitized to high tariffs such as the "double anti," 301, and 201 over the long term. It mainly achieves indirect exports to the USA through overseas bases in Southeast Asia. Although the impact of the "tariff war" has caused the costs of Chinese photovoltaic manufacturers' overseas production capacity to rise and squeezed profits further, they may still have a relative advantage compared to the high manufacturing costs in the USA. The process of bringing photovoltaic manufacturing back to the USA is full of uncertainty and is unlikely to change the predicament of dependency on imported photovoltaic products in the medium term.

Jingu Financial NewsApr 21 20:52 ET