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…
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…
Xinyi Energy’s profit dives as China suffers from ‘solar hangover’
The solar farm operator said it expects to report its profit fell between 25% and 35% in the first half of this year Key Takeaways: Xinyi Energy said its profit…
Shifting identities: Shein’s acquisition and Canadian Solar’s return to North America
"There's no way that this acquisition could help them rebuild their image strongly enough that they could eventually do a listing in the U.S." Rene Vanguestaine Key Takeaways: Shein's unlikely…
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…
Canadian Solar advances North American shift with new plant, new CEO
The company is increasingly shifting its manufacturing focus to the U.S., including the upcoming launch of a major plant in Indiana making high-tech solar cells Key Takeaways: Canadian Solar will…
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