How will the usa's decision to impose tariffs on China's new energy industry affect? The plan was announced as early as May, and the market has long anticipated it.

①The plan to impose additional taxes on new energy imports from China by the USA was announced as early as May, and the market has already anticipated it; ② The tariff war cannot solve the problem of the loss of the real economy in the USA, and the USA is not the main destination for Chinese electric vehicle companies to expand overseas.

cls.cnSep 17 22:47

GCL Tech (03800) saw a large sell-off of 2.4 million shares at a fill price of $1.06, involving a total capital of 2.544 million dollars.

[Large volume transaction] GCL Tech (03800) saw a large volume sell at 10:05 a.m., with a volume of 2.4 million shares, a fill price of HKD $1.06, involving 2.544 million funds. Up to now, the stock price has dropped by 2.727%, with the highest price of $1.1 and the lowest price of $1.06 today. The total trading volume is 37.94 million shares, with a total trading amount of HKD $40.66 million.

阿斯达克Sep 13 10:26

The market style continues to switch! The new energy fund track collectively revitalizes, paying close attention to the short-term speculation and taking the lead in breaking through the theme direction.

Track the entire lifecycle of the main sector.

cls.cnSep 12 09:10

20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.

① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.

cls.cnSep 9 21:56

The cooperation between photovoltaic glass enterprises to reduce production has attracted attention. Industry insiders believe that the short-term impact is limited and there is significant mismatch between supply and demand in the industry.

① The glass industry is currently in a phase of full industry loss of cost, and it continues to approach the cash cost line of full industry loss; ② Insiders in the industry have mentioned that a 30% reduction in photovoltaic glass capacity still meets the demand for module production, and the strong negotiation power of module manufacturers limits the production cost of photovoltaic modules; ③ The adjustment of leading photovoltaic glass companies is a good demonstration for leading photovoltaic companies.

cls.cnSep 5 20:52

Under the low supply, downstream prices have been raised, and silicon prices have risen across the board this week, but the upward trend may be difficult to sustain.

1. Although silicon material products have shown signs of recovery, their production has reached a new low in this stage, and the overall volume of contracts this week is relatively average. 2. Currently, polysilicon companies have a relatively consistent expectation of price increases, leading to a general increase in quotes for downstream and spot market. However, the trading volume this week is limited, resulting in only a slight increase in the market average price. 3. Several analysts have indicated that the increase in silicon material prices is limited and difficult to sustain, and prices will hover at the bottom in the future.

cls.cnSep 5 18:53