Select solar stocks posted gains during morning trading. As of press time, XINTE ENERGY (01799) surged 7.07% to HK$9.24; FLAT GLASS (06865) climbed 5.56% to HK$12.52; GCL TECH (03800) advanced 3.73% to HK$1.39; and XINYI SOLAR (00968) rose 3.22% to HK$3.85.
On the news front, solar industry chain prices have maintained an upward trajectory since September. A research report indicates that September witnessed price increases across polysilicon materials, wafers, cells, and photovoltaic modules, with upstream price gains exceeding those in downstream segments. Solar glass prices have gradually recovered, influenced by production cuts from leading companies, reduced industry inventory levels, and contracted supply volumes.
Looking ahead, following earlier installation rushes, the overall market has shown weakness, while centralized projects are driving installation demand. Considering the price absorption capacity of terminal modules and the impact of anti-involution measures, solar industry chain prices are expected to stabilize.