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…
Daqo goes ‘back to the future’ with AI power equipment gamble
The polysilicon maker will partner with the Kunshan government to build a 6 billion yuan base producing electrical equipment to power AI data centers Key Takeaways: Daqo and the Kunshan…
BRIEF: Daqo’s revenue plunges, loss widens in first quarter
Polysilicon maker Daqo New Energy Corp. (DQ.US; 688303.SH) on Wednesday reported its sales plunged in the first quarter, as the Chinese government takes steps to try to revive the industry…
China moves to end solar bloodbath, as East Buy chases warehouse club crown
China is floating yet another plan to rescue its oversupplied solar sector, including a mass shuttering of excess capacity. Will the government-led effort work this time? And a former online educator says it wants to become the new online Sam's Club of China. Does East Buy have what it takes to succeed?
Daqo looks to new government campaign to revive slumping solar sector
The leading polysilicon maker said its prices continued to fall to well below production costs in the second quarter as it produced at just a third of capacity Key Takeaways:…
INDUSTRY BRIEF: Polysilicon makers to set up company to absorb struggling smaller rivals
China’s major makers of polysilicon, one of the key components used to make solar panels, plan to set up a company to buy their Chinese smaller rivals, in an effort…
Recent Articles
Daqo goes ‘back to the future’ with AI power equipment gamble
DQ.US
688303.SHG
BRIEF: Daqo’s revenue plunges, loss widens in first quarter
DQ.US
688303.SHG
RELATED ARTICLES
-
Rethinking bigger Is better: China’s long march toward higher-capacity energy storage cells
- Canadian Solar advances North American shift with new plant, new CEO
-
Will Jinko lose its shine in pivot to AI investment?
688223.SHG
-
Solar subsidies likely to top agenda at Trump-Xi meeting
688223.SHG
-
Rising silver prices, appreciating yuan cast shadow over JinkoSolar
688223.SHG
-
Xinyi Energy’s profit dives as China suffers from ‘solar hangover’
3868.HK
- Bribery arrests and subsidy cuts signal a painful new era for China’s green energy companies
