$Canadian Solar(CSIQ.US), $GOLDWIND(02208.HK), and $DONGFANG ELEC(01072.HK) saw a batch of slight gains; solar, wind power, and electrical equipment 难得 moved in the same direction.
Policy signals against involution provided a floor for solar, while wind power bidding prices stopped plummeting. The new energy manufacturing sector is slowly shifting from 'who survives longer' to 'who recovers profitability first'—elasticity isn't there yet, but at least we don't have to endure daily losses anymore 😥
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