According to Zhito Finance APP, solar stocks fell in early trading. As of the time of publication, irico newenergy (00438) dropped 5.4%, trading at 2.98 Hong Kong dollars; flat glass (06865) fell 3.62%, at 13.3 Hong Kong dollars; xinte energy (01799) decreased by 2.57%, at 8.33 Hong Kong dollars.

In terms of news, on November 29, the usa Department of Commerce announced the preliminary ruling results of the anti-dumping tax (AD) investigation on photovoltaic battery components from four Southeast Asian countries, with the anti-dumping tax rate range for these four countries being 0-271.28%. Western Securities pointed out that this tariff policy could pressure the profits of various companies in the short term, but in the long run, it will enhance the advantages of companies with domestic production capacity in the usa, accelerate the process of Chinese companies establishing factories in the usa, and boost their sales in the usa.

haitong int'l stated that the industry is currently in a period of clearing and adjustment. As the end of the year approaches, there will be an increase in concentrated contracts, and prices may fluctuate. However, the overall downward space is limited, and the price bottom has already been determined. The photovoltaic industry is accelerating the return to order. Current policies provide clear guidance and measures for the industry, both in terms of production capacity and pricing. The industry's clearing and the departure from low stock price competition have become inevitable trends, and price increases are expected ahead. It is recommended to pay attention to the significant elasticity brought by the photovoltaic industry's bottom turning point.