Hong Kong Stocks Movement | Solar Stocks Weaken Again as Industry Association Confirms Capacity Reserve Platform; Solar Glass Prices Remain Under Pressure

Stock News12-16

Solar stocks in Hong Kong continued their downward trend. At the time of writing, XINTE ENERGY (01799) fell 3.96% to HK$7.03, XINYI SOLAR (00968) dropped 3.33% to HK$2.9, FLAT GLASS (06865) declined 2.64% to HK$9.57, and FUYAO GLASS (03606) slid 1.73% to HK$65.2.

The solar industry association confirmed the establishment of a capacity reserve platform under the company "Guanghe Qiancheng." Market rumors suggest that major solar enterprises will inject approximately RMB 30 billion into the platform for capacity reserve operations.

According to Cinda Futures, after months of market speculation, the platform has finally materialized. Although the funding amount may fall short of the initially projected RMB 70 billion, it marks a substantial step in addressing industry overcapacity.

Dongzheng Futures noted that the gross margin for solar glass further contracted last week, currently standing at around -13.56%. With winter gas pricing taking effect, production costs have risen, while solar glass prices continue to decline, exacerbating industry losses.

Given weak downstream demand and a significant supply-demand imbalance, solar glass prices are expected to face further downward pressure in the near term.

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1100939220?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-16 10:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1100939220","market":"hk","top_or_hot":-1,"title":"Hong Kong Stocks Movement | Solar Stocks Weaken Again as Industry Association Confirms Capacity Reserve Platform; Solar Glass Prices Remain Under Pressure","media":"Stock News","content":"<p>Solar stocks in Hong Kong continued their downward trend. At the time of writing, XINTE ENERGY (01799) fell 3.96% to HK$7.03, XINYI SOLAR (00968) dropped 3.33% to HK$2.9, FLAT GLASS (06865) declined 2.64% to HK$9.57, and FUYAO GLASS (03606) slid 1.73% to HK$65.2.</p>\n<p>The solar industry association confirmed the establishment of a capacity reserve platform under the company \"Guanghe Qiancheng.\" Market rumors suggest that major solar enterprises will inject approximately RMB 30 billion into the platform for capacity reserve operations.</p>\n<p>According to Cinda Futures, after months of market speculation, the platform has finally materialized. Although the funding amount may fall short of the initially projected RMB 70 billion, it marks a substantial step in addressing industry overcapacity.</p>\n<p>Dongzheng Futures noted that the gross margin for solar glass further contracted last week, currently standing at around -13.56%. With winter gas pricing taking effect, production costs have risen, while solar glass prices continue to decline, exacerbating industry losses.</p>\n<p>Given weak downstream demand and a significant supply-demand imbalance, solar glass prices are expected to face further downward pressure in the near term.</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 Weaken Again as Industry Association Confirms Capacity Reserve Platform; Solar Glass Prices Remain Under Pressure</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 Weaken Again as Industry Association Confirms Capacity Reserve Platform; Solar Glass Prices Remain Under Pressure\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\">2025-12-16 10:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Solar stocks in Hong Kong continued their downward trend. At the time of writing, XINTE ENERGY (01799) fell 3.96% to HK$7.03, XINYI SOLAR (00968) dropped 3.33% to HK$2.9, FLAT GLASS (06865) declined 2.64% to HK$9.57, and FUYAO GLASS (03606) slid 1.73% to HK$65.2.</p>\n<p>The solar industry association confirmed the establishment of a capacity reserve platform under the company \"Guanghe Qiancheng.\" Market rumors suggest that major solar enterprises will inject approximately RMB 30 billion into the platform for capacity reserve operations.</p>\n<p>According to Cinda Futures, after months of market speculation, the platform has finally materialized. Although the funding amount may fall short of the initially projected RMB 70 billion, it marks a substantial step in addressing industry overcapacity.</p>\n<p>Dongzheng Futures noted that the gross margin for solar glass further contracted last week, currently standing at around -13.56%. With winter gas pricing taking effect, production costs have risen, while solar glass prices continue to decline, exacerbating industry losses.</p>\n<p>Given weak downstream demand and a significant supply-demand imbalance, solar glass prices are expected to face further downward pressure in the near term.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0008369823.USD","symbol_name":"FSSA HONG KONG GROWTH \"I\" ACC","start_time":0,"source_url":"","article_id":"1100939220","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1100939220","pubTimestamp":1765853536,"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 in Hong Kong continued their downward trend. At the time of writing, XINTE ENERGY (01799) fell 3.96% to HK$7.03, XINYI SOLAR (00968) dropped 3.33% to HK$2.9, FLAT GLASS (06865) declined...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","BK1144":"机动车零配件与设备","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","BK1589":"北水核心资产","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","BK1509":"特斯拉概念股","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","06865":"福莱特玻璃","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0051755006.USD":"摩根大通中国A (dist)","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","BK1554":"光伏太阳能股","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1983299162.USD":"SCHRODER ISF GLOBAL ENERGY TRANSITION \"A\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","BK1148":"建筑与工程","BK1169":"半导体设备","LU0972618739.USD":"JPM TOTAL EMERGING MARKETS  \"A\" (USD) INC (M)","BK1594":"碳中和概念股","00968":"信义光能","03606":"福耀玻璃","01799":"新特能源","LU1785774172.SGD":"JPM TOTAL EMERGING MARKETS INCOME \"A\" (SGD) INC","BK1583":"高瓴概念"},"translate_title":"港股动向|行业协会确认产能储备平台太阳能股再度走弱；太阳能玻璃价格仍承压","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06865":1,"03606":1,"00968":1,"01799":1},"content_text":"Solar stocks in Hong Kong continued their downward trend. At the time of writing, XINTE ENERGY (01799) fell 3.96% to HK$7.03, XINYI SOLAR (00968) dropped 3.33% to HK$2.9, FLAT GLASS (06865) declined 2.64% to HK$9.57, and FUYAO GLASS (03606) slid 1.73% to HK$65.2.\nThe solar industry association confirmed the establishment of a capacity reserve platform under the company \"Guanghe Qiancheng.\" Market rumors suggest that major solar enterprises will inject approximately RMB 30 billion into the platform for capacity reserve operations.\nAccording to Cinda Futures, after months of market speculation, the platform has finally materialized. Although the funding amount may fall short of the initially projected RMB 70 billion, it marks a substantial step in addressing industry overcapacity.\nDongzheng Futures noted that the gross margin for solar glass further contracted last week, currently standing at around -13.56%. With winter gas pricing taking effect, production costs have risen, while solar glass prices continue to decline, exacerbating industry losses.\nGiven weak downstream demand and a significant supply-demand imbalance, solar glass prices are expected to face further downward pressure in the near term.","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":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1100939220","isCrawlerRequest":true}