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6h agoChina solar shares jump after state-media report on over-capacity
Shares of Chinese solar-module companies surged after state-media said factories were scaling back output amid anticipated global demand decline from ~520 GW to ~480 GW next year. The announcement fuelled hopes of margin recovery and better supply discipline in a sector long weighed down by over-capacity. The move also coincides with global decarbonisation momentum and export-policy shifts, making China’s solar-manufacturing firms among the more visible beneficiaries in renewable-energy supply chains.
positive
6h agoChina solar shares jump after state-media report on over-capacity
Shares of Chinese solar-module companies surged after state-media said factories were scaling back output amid anticipated global demand decline from ~520 GW to ~480 GW next year. The announcement fuelled hopes of margin recovery and better supply discipline in a sector long weighed down by over-capacity. The move also coincides with global decarbonisation momentum and export-policy shifts, making China’s solar-manufacturing firms among the more visible beneficiaries in renewable-energy supply chains.
positive
China solar shares jump after state-media report on over-capacity
about 7 hours ago
1 min read
70 words
Chinese solar shares rallied on state-media signals of capacity cuts and better supply discipline amid demand moderation.
Shares of Chinese solar-module companies surged after state-media said factories were scaling back output amid anticipated global demand decline from ~520 GW to ~480 GW next year. The announcement fuelled hopes of margin recovery and better supply discipline in a sector long weighed down by over-capacity. The move also coincides with global decarbonisation momentum and export-policy shifts, making China’s solar-manufacturing firms among the more visible beneficiaries in renewable-energy supply chains.
Shares of Chinese solar-module companies surged after state-media said factories were scaling back output amid anticipated global demand decline from ~520 GW to ~480 GW next year. The announcement fuelled hopes of margin recovery and better supply discipline in a sector long weighed down by over-capacity. The move also coincides with global decarbonisation momentum and export-policy shifts, making China’s solar-manufacturing firms among the more visible beneficiaries in renewable-energy supply chains.
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stocks
global
stocks
global
renewables
China
solar
Oct 30, 2025 • 05:46 IST