Primer: Jinko Solar (688223 CH) - Aug 2026
Jinko Solar is a global leader in solar module manufacturing, distinguished by its vast scale, vertical integration, and early adoption of...
92 Views
EU's Battery and Solar Investments, One Year After, Part II
Chinese companies have been absent in building capacity in EU, due to lack of upstream material supply. EU's own capacity building is cautious and...
480 Views
[Blue Lotus Sector Update]: In Solar PV Winners Go to One Who Count the Pennies
LONGi’s strategy is far from simply squeeze out the last penny of PERC. We believe it represents a new thinking trying to set LONGi apart of the...
467 Views
[Blue Lotus Sector Update]: Is There a Good Capacity War from China?
Capacity addition is a long-term problem. But we don’t think overcapacity is an issue now. Capacity investment in upgrading technology is a plus....
715 Views
CX Daily: Why The Yuan Is Suddenly Gaining International Traction
Cover Story: Why the yuan is suddenly gaining international traction. China names new top Communist Party leadership for next five-year term
280 Views