Changes in Hong Kong stocks | PV stocks generally fell, Xinte Energy (01799) fell more than 5%, Xinyi Solar (00968) fell more than 3%

Zhitongcaijing · 2d ago

The Zhitong Finance App learned that PV stocks were generally lower. As of press release, Xinte Energy (01799) fell 4.7% to HK$4.055; Xinyi Solar (00968) fell 3.56% to HK$2.3; Follett Glass (06865) fell 2.74% to HK$7.275.

According to the news, it is reported that the Trump administration will levy a 15% tariff on products made from polysilicon and set a series of minimum import prices. The relevant measures will be announced as early as Thursday. Furthermore, a recent research report by Dongwu Securities pointed out that on the supply side, production capacity is still clearly overcapacity, and demand growth is declining: multi-sector demand is only about half of production capacity, the operating rate remains low, and the industry is shifting from expanding production to controlling production and storage. Profits are still at the bottom, and repair depends on supply optimization: main chain links are generally under pressure, industrial prices are hovering at the bottom, and subsequent supply improvements and price rebound are expected to gradually clear up.