Hong Kong Stocks Movement | Solar Stocks Rally as 17 Major Players Sign Capacity Reserve Agreement, Signaling Supply-Side Reform

Stock News

Oct 30

Solar stocks surged collectively in Hong Kong trading. As of press time, XINTE ENERGY (01799) rose 8.75% to HK$8.58, GCL TECH (03800) gained 6.06% to HK$1.39, XINYI SOLAR (00968) climbed 3.83% to HK$3.8, and FLAT GLASS (06865) advanced 2.39% to HK$12.44.

The rally follows reports that 17 leading solar companies have signed a capacity reserve agreement. Zhu Gongshan, Chairman of GCL Group, confirmed the development during a recent economic program broadcast on CCTV, stating he had discussed the matter with executives from TCL and LONGi Green Energy.

Analysts at Shenwan Hongyuan noted that polysilicon production remains central to anti-dumping efforts, and the establishment of this joint platform will accelerate supply-side reforms in the sector. Industry prices and profitability have shown marked improvement since Q3 2025, when polysilicon prices began recovering above comprehensive cost levels under "no-below-cost sales" regulations.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/1127526498"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"1127526498\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/1127526498?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-30 09:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1127526498","market":"sh","top_or_hot":-1,"title":"Hong Kong Stocks Movement | Solar Stocks Rally as 17 Major Players Sign Capacity Reserve Agreement, Signaling Supply-Side Reform","media":"Stock News","content":"<p>Solar stocks surged collectively in Hong Kong trading. As of press time, XINTE ENERGY (01799) rose 8.75% to HK$8.58, GCL TECH (03800) gained 6.06% to HK$1.39, XINYI SOLAR (00968) climbed 3.83% to HK$3.8, and FLAT GLASS (06865) advanced 2.39% to HK$12.44.</p>\n<p>The rally follows reports that 17 leading solar companies have signed a capacity reserve agreement. Zhu Gongshan, Chairman of GCL Group, confirmed the development during a recent economic program broadcast on CCTV, stating he had discussed the matter with executives from TCL and LONGi Green Energy.</p>\n<p>Analysts at Shenwan Hongyuan noted that polysilicon production remains central to anti-dumping efforts, and the establishment of this joint platform will accelerate supply-side reforms in the sector. Industry prices and profitability have shown marked improvement since Q3 2025, when polysilicon prices began recovering above comprehensive cost levels under \"no-below-cost sales\" regulations.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks Movement | Solar Stocks Rally as 17 Major Players Sign Capacity Reserve Agreement, Signaling Supply-Side Reform</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks Movement | Solar Stocks Rally as 17 Major Players Sign Capacity Reserve Agreement, Signaling Supply-Side Reform\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-10-30 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Solar stocks surged collectively in Hong Kong trading. As of press time, XINTE ENERGY (01799) rose 8.75% to HK$8.58, GCL TECH (03800) gained 6.06% to HK$1.39, XINYI SOLAR (00968) climbed 3.83% to HK$3.8, and FLAT GLASS (06865) advanced 2.39% to HK$12.44.</p>\n<p>The rally follows reports that 17 leading solar companies have signed a capacity reserve agreement. Zhu Gongshan, Chairman of GCL Group, confirmed the development during a recent economic program broadcast on CCTV, stating he had discussed the matter with executives from TCL and LONGi Green Energy.</p>\n<p>Analysts at Shenwan Hongyuan noted that polysilicon production remains central to anti-dumping efforts, and the establishment of this joint platform will accelerate supply-side reforms in the sector. Industry prices and profitability have shown marked improvement since Q3 2025, when polysilicon prices began recovering above comprehensive cost levels under \"no-below-cost sales\" regulations.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1554","symbol_name":"光伏太阳能股","start_time":0,"source_url":"","article_id":"1127526498","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1127526498","pubTimestamp":1761788414,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Solar stocks surged collectively in Hong Kong trading. As of press time, XINTE ENERGY (01799) rose 8.75% to HK$8.58, GCL TECH (03800) gained 6.06% to HK$1.39, XINYI SOLAR (00968) climbed 3.83% to...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1554":"光伏太阳能股","01799":"新特能源","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","BK1594":"碳中和概念股","LU1983299162.USD":"SCHRODER ISF GLOBAL ENERGY TRANSITION \"A\" (USD) ACC","06865":"福莱特玻璃","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","00968":"信义光能","BK1169":"半导体设备","03800":"协鑫科技","BK1148":"建筑与工程","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK1589":"北水核心资产","BK1610":"ETF&股票定投概念"},"translate_title":"港股动向|太阳能股大涨17家主力签署产能储备协议释放供给侧改革信号","themeId":"5299d05044483427b11801362dea89b9","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00968":1,"01799":1,"03800":1,"06865":1},"content_text":"Solar stocks surged collectively in Hong Kong trading. As of press time, XINTE ENERGY (01799) rose 8.75% to HK$8.58, GCL TECH (03800) gained 6.06% to HK$1.39, XINYI SOLAR (00968) climbed 3.83% to HK$3.8, and FLAT GLASS (06865) advanced 2.39% to HK$12.44.\nThe rally follows reports that 17 leading solar companies have signed a capacity reserve agreement. Zhu Gongshan, Chairman of GCL Group, confirmed the development during a recent economic program broadcast on CCTV, stating he had discussed the matter with executives from TCL and LONGi Green Energy.\nAnalysts at Shenwan Hongyuan noted that polysilicon production remains central to anti-dumping efforts, and the establishment of this joint platform will accelerate supply-side reforms in the sector. Industry prices and profitability have shown marked improvement since Q3 2025, when polysilicon prices began recovering above comprehensive cost levels under \"no-below-cost sales\" regulations.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}