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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 NewsBOCOMI: Intensive Policy Signals Favor CN PV Industry; Top Picks XINYI SOLAR/ FLAT GLASS
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)  -0.010 (-0.893%)    Short selling $125.58M; Ratio 19.341%   , FLAT GLASS (06865.HK)  -0.390 (-3.877%)    Short selling $15.71M; Ratio 15.080%   and XINYI SOLAR (00968.HK)  -0.120 (-4.167%)    Short selling $115.53M; Ratio 32.109%   .
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-07 16:25.)

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