BOCOM INTL: The impact of tariffs on photovoltaic manufacturing is limited, and high-dividend operators are relatively defensive.

For the Operation Sector, the bank prefers CHINA POWER (02380) and CHINA LONGYUAN (00916) with clear dividend policies. As for the Photovoltaic Sector, the bank expects that Chinese photovoltaic companies will actively respond to reduce the impact of tariffs, being Bullish on the leading Polysilicon company GCL TECH (03800) and the leading Photovoltaic Glass company XINYI SOLAR (00968).

Zhitong Finance23:20 ET

Photovoltaic Power stocks rose against the market trend, GCL TECH (03800) increased by 3.85%. BOCOM INTL indicated that the USA's imposition of tariffs has a minimal impact on the Industry's production capacity.

Jingu Financial News | Photovoltaic Power stocks rise against the trend, IRICO NEWENERGY (00438) increased by 4.83%, COMTEC SOLAR (00712) increased by 4.55%, GCL TECH (03800) increased by 3.85%, XINYI SOLAR (00968) increased by 2.02%, FUYAO GLASS (03606) increased by 1.53%, FLAT GLASS (06865) increased by 1.18%, TRIUMPH NEW EN (01108) increased by 1.16%. In news, BOCOM INTL's Research Reports indicate that due to the USA previously imposing a 25% tariff on Chinese photovoltaic products under section 301, China has essentially stopped exporting to the USA.

Jinwu Finance News22:34 ET

Trending Industry Today: XINYI SOLAR Leads Losses In Solar Power Stocks

Moomoo NewsApr 6 22:40 ET

Trending Industry Today: XINYI SOLAR Leads Losses In Electrical Equipment Stocks

Moomoo NewsApr 6 22:20 ET

Hong Kong stocks fluctuation | All photovoltaic stocks declined as the trade protection situation in the photovoltaic Industry intensified; Institutions pointed out that the profit pressure on domestic photovoltaic enterprises further increased.

All photovoltaic stocks fell sharply. As of the time of writing, XINYI SOLAR (00968) is down 17.85%, trading at 2.44 HKD; FLAT GLASS (06865) is down 14.4%, trading at 8.92 HKD; XINYI ENERGY (03868) is down 13.27%, trading at 0.85 HKD.

Zhitong FinanceApr 6 22:17 ET

Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.

① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.

cls.cnApr 1 23:31 ET