“We should not expect the anti-involution can be achieved in just one or two days” said Lin Jianwei, CEO of Jolywood (Suzhou) Sunwatt https://t.co/eN6fgj8JlL ...

25 November 2025 | 6:58AM CST Equity Research CHINA SOLAR: TRACKING PROFITABILITY INFLECTION Nov-25: Upstream price/supply declined for the first time since July-25 Our China Solar Profitability Tracker follows monthly supply/demand and inventory dynamics by sub-sector, and the spot prices/input costs implied cash GP & EBITDA margin trends for companies under our coverage. Key highlights in Nov MTD: Sector view: We believe the ongoing anti-involution campaign with newly imposed Goldman Sachs does and seeks ...

ab 21 November 2025 Global Research China Solar Industry China solar biweekly: Demand weakens in November Polysilicon price flat at Rmb52/kg According to PV InfoLink, the price of monograde polysilicon was unchanged WoW at Rmb52/kg in the week starting 17 November. Current inventory levels are up 1% WoW to 27.1kt. Silicon China forecasts monthly polysilicon production to decline 12% MoM to below 120kt (52GW) in November, mainly on weaker demand and production cuts at Sichuan and Yunnan during the low season ...

OREM, Utah, Nov. 24, 2025 (GLOBE NEWSWIRE) -- SunPower Inc. (Nasdaq: SPWR) today announced that it received a deficiency notification letter from the Listing Qualifications staff of The Nasdaq Stock Market LLC (“Nasdaq”) on November 19, 2025 (the "Notice"). The Notice indicated that the Company was not in compliance with Nasdaq Listing Rule 5250(c)(1) (the “Listing Rule”) because it did not timely file its Quarterly Report on Form 10-Q for the quarter ended September 28, 2025 (the “Q3 Form 10-Q”). The Listi ...

Solar is a proven moneymaker with real profits and fast-growing demand. Nuclear is just getting started. ...

Core Points - SunPower Inc. announced inducement grants to two key employees of Ambia Energy as part of its acquisition strategy [1][2] - The inducement grants consist of 2.0 million restricted stock units (RSUs) of SunPower common stock, with a vesting schedule over five years [1] - The RSUs are subject to accelerated vesting if the employment is terminated by the Company without cause [1] Summary by Sections Inducement Grants - The inducement grants were made to attract key employees from Ambia Energy following its acquisition by SunPower [1][2] - The total amount of RSUs granted is 2.0 million shares, with 20% vesting after one year and the remainder vesting in equal monthly installments until the fifth anniversary [1] Company Overview - SunPower is a leading residential solar services provider in North America, focusing on energy-efficient solutions for customers [3]

OREM, Utah, Nov. 24, 2025 (GLOBE NEWSWIRE) -- SunPower Inc. (herein “SunPower,” the “Company,” or Nasdaq: “SPWR”) a solar technology, services, and installation company, today announced that it has closed its $37.5 million strategic acquisition of Ambia Solar (“Ambia”) to create the No. 5 U.S. residential solar company, based on Ohm Analytics rankings. SunPower CEO T.J. Rodgers said, “Due to our quick closing of the acquisition, we are raising our Q4’25 quarterly revenue estimate to $88 million. We still ex ...

Flash | Lowered Wafer, Solar Cell and Glass Weekly Prices for Inventory Pressure; We Prefer Polysilicon CITI'S TAKE Solar product prices were relatively steady for both upstream polysilicon and downstream modules, likely supported by cost levels but dropped 2- 3% wow for midstream wafer, solar cell and solar glass products due to inventory pressure. PRC domestic solar installation demand has been low, including -50.9% yoy to 28.7GW in 3Q25, while solar module export volume growth was strong at +43.6% yoy to ...

Core Insights - Solar Alliance Energy Inc. has appointed Jawad Chughtai as Corporate Secretary, in addition to his role as Chief Financial Officer [1][2] - The company acknowledges the resignations of Monique Hutchins and Anton Shihoff, expressing gratitude for their contributions [3] Company Overview - Solar Alliance is focused on providing solar energy solutions primarily in the commercial and utility sectors, aiming to reduce customers' vulnerability to rising energy costs while offering environmentally friendly electricity generation [4] - The company's strategy includes building, owning, and operating its own solar assets, alongside generating revenue through the sale and installation of solar projects [4]

Core Insights - First Solar, Inc. inaugurated a new fully vertically integrated manufacturing facility in Iberia Parish, Louisiana, with an investment of $1.1 billion [1] - The facility covers approximately 2.4 million square feet, making it about 11 times the size of the New Orleans Superdome [1] - The current employment at the facility exceeds 700 people, with expectations to reach 826 employees by the end of the year [1] Company Overview - The new facility is part of First Solar's strategy to enhance its manufacturing capabilities and increase production capacity [1] - The investment reflects the company's commitment to expanding its footprint in the renewable energy sector [1] Employment Impact - The facility is expected to create significant job opportunities in the region, contributing to local economic growth [1] - The increase in employment from over 700 to 826 positions indicates a positive trend in workforce expansion [1]