New solar policy support, and a stock market cleanup
It’s too soon to think that the bottom for the solar sector is there. But if you're a long-term investor and you're patient, you may have to wait a year or so before you start getting some meaningful appreciation in the stock price.
PODCAST: Solar Red Ink, and a ‘Blind Box’ Crackdown
A growing number of Chinese solar panel makers are falling into the red due to huge overcapacity and resulting price wars. What's needed to bring the industry back to health? And the Xinhua news agency warns against the addictive nature of 'blind box' collectible toys. Does this signal a new government crackdown ahead?
PODCAST: China’s New Energy Overbuild, and DiDi Back on Growth Track
China is on track to reach its 2030 goal for solar and wind power installations by the end of this year, and could double the figure by 2030. What's driving this massive new energy buildup? And DiDi is back on a growth track with revenue zooming ahead 15% in the first quarter. Will the company seize the momentum to relaunch its stalled IPO plan?
CHINA BULLETIN: Weak Inflation, Producer Price Data Hint at Flagging Rebound
In this week’s issue a China downgrade, zooming car exports, and more hotels roll out the welcome mat for foreigners. On a scale of 1 to 100, we give the…
FAST NEWS: SMIC’s gross margin plunges, with no bottom in sight
The latest: Semiconductor Manufacturing International Corp. (SMIC)(0981.HK; 688981.SH) on Thursday reported a 76.7% year-on-year drop in its third-quarter profit to $93.98 million, as its gross margin plummeted by 19.1 percentage points…
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New solar policy support, and a stock market cleanup
DQ.US
688303.SHG
FAST NEWS: SMIC’s gross margin plunges, with no bottom in sight
0981.HK
688981.SHG
