JPMorgan issued a research report, stating that the Chinese cecep solar energy stocks it tracks averaged a 6% increase yesterday (23rd), while the Shanghai Composite Index rose by 1% during the same period. The United States may cancel anti-dumping duties on some Chinese solar energy products, boosting market sentiment, but JPMorgan expects the actual impact to be limited.

Regarding the possible policy intervention by the Ministry of Industry and Information Technology of China, JPMorgan believes that the likelihood is low because there has been no direct intervention by regulatory authorities historically. However, they cannot completely rule out the possibility of relevant policies being implemented in the future. If policy intervention is indeed implemented, it is expected to benefit sectors with significant overcapacity issues, large differences in unit electricity or energy consumption, and difficulty in reducing production utilization rates, such as the polycrystalline silicon and solar glass industry. Nevertheless, the bank does not recommend buying stocks of Xinyi Solar (00968) and Flat Glass (06865) before the release of the third-quarter financial reports, giving them a "neutral" rating.