Hong Kong Stock Movers: Solar Stocks Stay Active as DRINDA Gains Over 7%, Institutions Say Sector Is in a High-Odds Bottom Accumulation Zone

Stock News11-06

Solar stocks continued to trade actively, with DRINDA (HKEX: 02865) rising 7.1% to HK$14.91, XINTE ENERGY (HKEX: 01799) gaining 4.3% to HK$3.89, XINYI SOLAR (HKEX: 00968) up 4% to HK$2.21, and FLAT GLASS (HKEX: 06865) adding 2% to HK$5.98.

According to National Energy Administration data, China added about 38.76 GW of new solar capacity in the third quarter of 2026, an increase of about 38% from 28.06 GW in the same period of 2025. In addition, Democrats winning both chambers has revived expectations for the extension of IRA clean energy tax credits.

Guoyuan International believes the short-term sentiment catalyst from the U.S. election should not be directly extrapolated into long-term earnings upgrades. The medium- to long-term repair foundation for the solar sector still lies in effective supply-side clearance, stable growth in end-market installation demand, and a redistribution of industry chain profits.

CITIC Securities said that on the demand side, domestic new solar installations are expected to see a 5-10% marginal recovery in 2027, supply-demand relations are likely to improve notably, and some high-efficiency premium products may even face structural shortages. The firm believes solar is currently in a high-odds bottom accumulation zone.

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In addition, Democrats winning both chambers has revived expectations for the extension of IRA clean energy tax credits.Guoyuan International believes the short-term sentiment catalyst from the U.S. election should not be directly extrapolated into long-term earnings upgrades. The medium- to long-term repair foundation for the solar sector still lies in effective supply-side clearance, stable growth in end-market installation demand, and a redistribution of industry chain profits.CITIC Securities said that on the demand side, domestic new solar installations are expected to see a 5-10% marginal recovery in 2027, supply-demand relations are likely to improve notably, and some high-efficiency premium products may even face structural shortages. 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