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24.05.26 - 03:30
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Middle East tensions complicate Beijing′s push to curb China solar overcapacity (SCMP)
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Tensions in the Middle East and mounting energy prices have made Beijing less willing to enforce anti-involution or supply consolidation measures on its solar industry, prolonging a price war as solar manufacturers continue to bleed cash, analysts say.
“Anti-involution or supply consolidation might not be a top priority for the government,” said Evan Li, head of Asia energy transition research at HSBC.
“[The Iran war] will result in much more competitive and low pricing for solar for the time......
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23.05.26 - 10:00
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How illegal factories are undermining China′s solar overcapacity crackdown (SCMP)
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For nearly two years, China has been waging an intense campaign to eliminate severe overcapacity in the solar industry – an issue that has sparked vicious price wars, undermined domestic firms' bottom lines, and fuelled protectionist policies overseas.
Yet, despite Beijing's repeated efforts, the problem remains far from resolved. The sector is still plagued by excess capacity, leaving firms across the supply chain operating at a loss.
The mismatch between rhetoric and outcomes is particularly......
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21.05.26 - 15:06
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AI gives China ′God′s-eye view′ of solar, wind installations as data-centre demand booms (SCMP)
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In a significant leap for green-energy tracking, researchers from Peking University and Alibaba Group's Damo Academy have used AI to map hundreds of thousands of solar and wind installations across China.
The initiative resulted in a first-of-its-kind national inventory designed to help coordinate the country's ambitious green transition.
By leveraging a self-developed AI model from Damo, the research team processed a massive 7.56 terabytes of satellite imagery. The algorithm identified 319,972......
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17.05.26 - 05:30
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Every window a solar panel: Australia-China joint venture to set up in Hong Kong (SCMP)
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ClearVue Technologies, an Australian solar technology company, will set up a joint venture with a Chinese partner in Hong Kong to produce power-generating glass for building facades, a concept seen as timely given rising energy prices amid geopolitical tensions.
The Australian Securities Exchange-listed firm aims to take advantage of the manufacturing prowess of mainland China to provide “affordable” glass for commercial buildings via the joint venture with vacuum-glass maker LandVac, said Doug......
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14.05.26 - 04:45
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Research: Citi Cuts GCL TECH TP to HKD1.3, Expects Full-Year Loss (AAStocks)
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Citi issued a report expecting GCL TECH (03800.HK) to remain loss-making in 2026, compared with its previous forecast of a net profit. The revision is mainly due to weak polysilicon demand since 1Q26, leading to declines in both selling prices and sales volume, coupled with increased impairment losses. Reflecting the downward re......
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13.05.26 - 01:06
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China Dominates Offshore Wind as Global Tensions Rise (Bloomberg)
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While the US administration maintains its opposition to wind power, China is now installing nearly 75% of the world's new offshore turbines. From the South China Sea, Bloomberg's Stephen Engle reports on Ming Yang's new 50-megawatt floating turbine and how 45% lower pricing is securing China's lead in the global clean-energy race. (Source: Bloomberg)...
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