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<Research>CLSA: Solar Sector Sentiment Continues to Improve; GCL TECH/ FLAT GLASS/ XINYI SOLAR (00968.HK) Favored
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 d...
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<Research>CLSA: Solar Sector Sentiment Continues to Improve; GCL TECH/ FLAT GLASS/ XINYI SOLAR (00968.HK) Favored
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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.

Related NewsUBS: 10-20% Output Cuts by Solar Glass Makers Reasonable
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)  +0.100 (+9.009%)    Short selling $121.24M; Ratio 9.360%   , FLAT GLASS (06865.HK)  +0.790 (+8.170%)    Short selling $17.06M; Ratio 8.324%   and XINYI SOLAR (00968.HK)  +0.140 (+5.072%)    Short selling $90.70M; Ratio 17.636%   .
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-08 12:25.)

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