Hong Kong Stocks Movement | Solar Stocks Rally as 17 Major Players Sign Capacity Reserve Agreement, Signaling Supply-Side Reform

Stock News

2025/10/30

Solar stocks surged collectively in Hong Kong trading. As of press time, XINTE ENERGY (01799) rose 8.75% to HK$8.58, GCL TECH (03800) gained 6.06% to HK$1.39, XINYI SOLAR (00968) climbed 3.83% to HK$3.8, and FLAT GLASS (06865) advanced 2.39% to HK$12.44.

The rally follows reports that 17 leading solar companies have signed a capacity reserve agreement. Zhu Gongshan, Chairman of GCL Group, confirmed the development during a recent economic program broadcast on CCTV, stating he had discussed the matter with executives from TCL and LONGi Green Energy.

Analysts at Shenwan Hongyuan noted that polysilicon production remains central to anti-dumping efforts, and the establishment of this joint platform will accelerate supply-side reforms in the sector. Industry prices and profitability have shown marked improvement since Q3 2025, when polysilicon prices began recovering above comprehensive cost levels under "no-below-cost sales" regulations.

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