I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

周四热门中概股多数下跌，纳斯达克中国金龙指数跌1.56%。金山云初步收跌超10%，大全新能源跌超 8%，蔚来、理想、万国数据、B站至少收跌超4%，新东方则涨超1%，小鹏涨2.5%。 来源：滚动播报 ...

| 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 46174.23 | 22380.21 | 6622.17 | | +226.91 +0.49% | -4.49 -0.02% | +17.45 +0.26% | | 中国金龙 | 纳指100期货 | 标普500期货 | | 8516.43 | 24579.75 | 6666.50 | | -149.15 -1.72% | -49.50 -0.20% | +6.75 +0.10% | 记者丨张嘉钰 叶麦穗 编辑丨曾静娇 包芳鸣 当地时间周五（9月26日），美股三大指数集体高开，但随后走势出现分化，截至发稿，道指涨 0.49%，标普500指数涨0.26%，纳指跌0.02%。 中概股整体回调，纳斯达克中国金龙指数跌1.72%。 经过一轮猛涨"整顿"，市场基本没有看空黄金的声音。 德意志银行表示，黄金价格再度刷新纪录高位，主要是因为避险情绪。该行分析师亨利·艾伦在一份研 报中表示："投资者一方面看好股市，但同时也担忧存在重大下行风险。黄金价格的驱动因素很多，其 中之一就是它被视为避风港"。 9月初，高 ...

记者丨张嘉钰 叶麦穗 编辑丨曾静娇 包芳鸣 当地时间周五（9月26日），美股三大指数集体高开，但随后走势出现分化，截至发稿，道指涨0.49%，标普500指数涨0.26%，纳指跌0.02%。 中概股整体回调，纳斯达克中国金龙指数跌1.72%。 | 美股指数 [^ | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 46174.23 | 22380.21 6622.17 | | | +226.91 +0.49% | -4.49 -0.02% +17.45 +0.26% | | | 中国余龙 | 标普500期货 纳指100期货 | | | 8516.43 | 24579.75 6666.50 | | | -149.15 -1.72% | -49.50 -0.20% +6.75 +0.10% | | 热门中概股跌多涨少，金山云跌超11%，大全新能源跌逾8%，哔哩哔哩跌超5%，蔚来跌超6%。 科技七巨头方面，特斯拉涨0.43%，亚马逊涨0.37%，英伟达跌0.9%。 | 名称 | 现价 | 涨跌巾一 | | --- | --- | --- | | 特斯拉(TESLA) ...

Summary of China Renewable Energy Conference Call Industry Overview - The conference call focused on the **China Renewable Energy** sector, particularly the solar energy market, including solar glass, polysilicon, wafers, solar cells, and modules. Key Points and Arguments Policy Developments - The **Ministry of Industry and Information Technology (MIIT)** and other Chinese administrations issued a new policy titled "Work Plan for Stabilizing Growth in the Building Materials Industry (2025-2026)" aimed at promoting low carbon and digitalization in the construction materials industry. This policy is expected to facilitate the consolidation of solar glass production by shifting focus from 'project management' to 'planning oriented', which may help eliminate inefficient production capacity [1][1][1]. Price Trends - **Midstream solar product prices** (wafer, solar cells, and solar glass) increased by **1-3% week-over-week (wow)**, while upstream polysilicon and downstream solar module prices remained stable [1][1][1]. - **Polysilicon prices** saw a slight increase of **0.2% wow**, averaging **Rmb52.3/kg** for n-type grade rod-type polysilicon, while granular silicon prices remained unchanged at **Rmb49.5/kg**. Polysilicon inventory at producer plants decreased by **6.8% wow** to **204k tonnes** [2][2][2]. - **Wafer prices** for n-type products rose by **1.5% wow** to **Rmb1.35/W** for 182mm products and **1.2% wow** to **Rmb1.70/W** for 210mm products. Total wafer inventory increased by **1.9% wow** to **16.9GW** [3][3][3]. - **Solar cell prices** increased by **2.5% wow** to **Rmb0.32/W** for TOPCon products, with expected output rising by **1.5% wow** to **60.0GW** in September [3][3][3]. - **Module prices** experienced a slight decline, with average prices for TOPCon modules decreasing by **0.6% wow** to **Rmb0.66/W** for utility-scale projects [4][4][4]. Demand and Production Insights - **Solar installation demand** in China remains muted due to tariff uncertainties, but module export demand has grown significantly, with a **41.9% year-over-year (yoy)** increase in module export volume to **26.6GW** in August [6][6][6]. - Monthly module output is expected to rise by **2.2% month-over-month (mom)** and **2.4% yoy** to **50.3GW** in September [6][6][6]. - **Solar glass prices** increased by **1.1% wow** to **Rmb13.5/m2** for 2.0mm products, while the inventory period decreased by **6.8% wow** to **15.0 days** [7][7][7]. Company Recommendations - The report expresses a favorable outlook on companies such as **Sungrow** and **Deye**, which are expected to benefit from the growing demand for energy storage systems. Additionally, it recommends buying shares in upstream polysilicon makers like **GCL**, **Tongwei**, **Daqo**, and **TBEA** due to anticipated industry consolidation driven by anti-involution measures [1][1][1]. Additional Important Information - The report highlights the potential for increased capacity utilization among module companies to produce more with low-cost materials amid rising upstream solar product prices [6][6][6]. - The operational daily solar glass melting capacity remained unchanged at **89,290 tonnes**, but some companies plan to increase capacity due to improved profitability [7][7][7]. This summary encapsulates the key insights and developments discussed during the conference call, providing a comprehensive overview of the current state and future outlook of the China Renewable Energy sector.

Daqo New Energy (DQ) shares soared 14.1% in the last trading session to close at $28.4. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 4.9% gain over the past four weeks.DQ’s rally appears to reflect the growing hopes of a recovery in industry conditions. China’s solar industry is seeing a rebound, thanks to the Chinese government’s efforts to address significant overcapacity and curb fierce competition, leading to a recovery in ...

With significant upside potential, Daqo New Energy Corp. (NYSE:DQ) secures a spot on our list of the 10 Best Debt Free Small Cap Stocks to Buy Now. Daqo New Energy Corp. (DQ) to Pay Roughly $453,000 in Compensation and Attorneys’ Fees Under a Retrial Verdict On September 11, 2025, under a retrial verdict, Daqo New Energy Corp. (NYSE:DQ)’s subsidiary Xinjiang Daqo was ordered to pay roughly $453,000 in compensation and attorneys’ fees to two companies that had provided silicon core processing services. F ...

Market Performance - On September 24, all three major U.S. stock indices opened high but closed lower, with the Dow Jones down 0.37% at 46,121.28 points, the S&P 500 down 0.28% at 6,637.97 points, and the Nasdaq down 0.33% at 22,497.86 points [2] Chinese Stocks - The Nasdaq China Golden Dragon Index surged by 2.83%, with notable gains in stocks such as Daqo New Energy up 14.26%, Century Internet up over 10%, Alibaba and Global Data up over 8%, and others like EHang and Baidu also showing significant increases [4] Commodity Prices - Gold prices fell slightly, with spot gold down 0.74% at $3,735.805 per ounce and COMEX gold futures down 1.24% at $3,768.5 per ounce [5][6] - In contrast, oil prices increased, with light crude oil futures for November delivery rising by $1.58 to $64.99 per barrel, a gain of 2.49%, and Brent crude oil futures up $1.68 to $69.31 per barrel, a rise of 2.48% [6] Trade Policy - The Trump administration announced the implementation of a trade agreement with the EU, confirming a 15% tariff on EU-imported cars and automotive products effective from August 1 [7]

Group 1 - President Xi Jinping announced China's new round of Nationally Determined Contributions at the UN Climate Change Summit, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [3] - The total installed capacity of wind and solar power is targeted to reach over 360 million kilowatts, six times that of 2020, and forest stock is expected to exceed 24 billion cubic meters [3] - The national carbon emissions trading market will cover major high-emission industries, and a climate-adaptive society is to be fundamentally established [3] Group 2 - Premier Li Qiang emphasized China's commitment to maintaining an open trade and investment market during a meeting with the President of the European Commission, urging fair competition and adherence to WTO rules [5] - The Chinese government will not seek new special and differential treatment in current and future WTO negotiations, reinforcing its role as a responsible developing country [5] - The People's Bank of China announced a 600 billion yuan MLF operation on September 25, marking a net injection of 300 billion yuan for the month, continuing a trend of high liquidity [5][6] Group 3 - Alibaba announced a collaboration with NVIDIA on Physical AI, with plans to invest 380 billion yuan in AI infrastructure and the launch of seven large model products, including Qwen3-Max, the largest and most capable model to date [4] - The Chinese Ministry of Commerce introduced 14 measures to promote digital consumption, including trials for smart connected vehicles and drone delivery services [6] Group 4 - The A-share market saw significant gains, with the Shanghai Composite Index rising 0.83% to 3853.64 points, and the ChiNext Index increasing by 2.28% [8] - The Hong Kong Hang Seng Index rose 1.37%, with notable gains in tech stocks like Alibaba and SMIC, while medical stocks faced declines [8] - Chery Automobile announced its H-share final offering price at 30.75 HKD per share, set to officially list on September 25 [8] Group 5 - The State Administration for Market Regulation is seeking public opinion on new standards for food delivery platforms, addressing issues like competition and delivery personnel rights [11] - The National Press and Publication Administration approved 145 domestic games and 11 imported games in September, indicating a positive trend in the gaming industry [12] Group 6 - The global crude steel production in August was 145.3 million tons, a year-on-year increase of 0.3%, while the cumulative production from January to August saw a decline of 1.7% [23] - The UK government faced challenges in issuing new bonds, with the latest five-year bond auction seeing the lowest oversubscription rate in nearly two years [20]

| 代码 | 名称 | 涨跌幅 √ | | --- | --- | --- | | VNET | 世纪互联 | 9.79% | | GDS | 万国数据 | 9.38% | | BABA | 阿里巴巴 | 8.47% | | DQ | 大全新能源 | 7.29% | | ELPW | Elong Power | 6.51% | | NIU | 小牛电动 | 6.71% | | SY | 新氧 | 6.45% | | JD | 京东 | 5.45% | | KC | 金山云 | 5.17% | | ZH | 知乎 | 5.18% | | ાKટ | 晶科能源 | 4.61% | | ATAT | 亚朵 | 4.41% | | VIOT | 云米科技 | 4.08% | | WB | 微博 | 4.05% | 格隆汇9月24日｜美股市场中概股集体走强，纳斯达克中国金龙指数涨近3%。其中，世纪互联、万国数 据涨超9%，阿里巴巴涨超8%，大全新能源涨超7%，Elong Power、小牛电动、新氧涨超6%，京东、金 山云、知乎涨超5%，晶科能源、亚朵、云米科技、微博涨超4%。 ...