As the wind of anti-involution blows, $GCL TECH(03800.HK)'s silicon materials, $DAJIN(01081.HK)'s towers, $WUXI LEAD(00470.HK)'s equipment, and $SIGENERGY(06656.HK)'s energy storage cabinets are being dug out again—the narrative in this round of new energy manufacturing isn't about growth, but survival of the fittest after clearing out 😏
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