Is Tinci Materials limping to a Hong Kong IPO?
China’s securities regulator has given the green light to the battery materials maker’s Hong Kong listing application, but only after a year of scrutiny Key Takeaways: Tinci Materials has been…
New energy faces reckoning as solar makers pivot to AI, Beijing halts battery storage construction
"If they stick with being pure-play, when the cycle turns, they will benefit from that in terms of stock price compared to other companies." — view on the investability of…
Will Jinko lose its shine in pivot to AI investment?
The solar panel maker will drop the “solar” from its English name, as it builds up a second business pillar investing in frontier industries Key Takeaways: JinkoSolar is adding a…
Nio’s stock stuck in a rut despite steadily improving performance
The new energy vehicle maker has recorded adjusted profits in the last three quarters, yet its stock now trades near a 52-week low Key Takeaways: Nio reported an adjusted profit…
Xpeng holds its ground in China’s EV slog, looks to robots
The company’s flat second-quarter deliveries outperformed a shrinking home market, while overseas expansion and a major robotics initiative offer new paths to growth Key Takeaways: Xpeng’s EV deliveries held steady…
Nickel prices polish up its profits, but CNGR pivots towards phosphates
The producer of battery materials posted higher first-half earnings, helped by a rebound in nickel prices, as it expands into new technologies for energy storage Key Takeaways: To keep pace…
Bribery arrests and subsidy cuts signal a painful new era for China’s green energy companies
"Inevitably, at some point in time, order had to be restored to that market, and definitely some of the projects have been caught with their pants down." — commenting on…
