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CLSA: Solar Sector Sentiment Continues to Improve; GCL TECH/ FLAT GLASS/ XINYI SOLAR (00968.HK) Favored
2025-07-04 09:46:35
The sentiment in the solar industry continued to improve as the Ministry of Industry and Information Technology (MIIT) convened a meeting to comprehensively control low-price and disorderly competition in the photovoltaic industry, CLSA released a research report saying.

The broker was still waiting for more details on supply-side policies to help the industry to enter the recovery phase.

CLSA believed that the upstream solar glass and polysilicon subsectors will benefit more from the sector's uptrend, and remained bullish on GCL TECH (03800.HK), FLAT GLASS (06865.HK) and XINYI SOLAR (00968.HK).
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