The United States CIT 16 officially announced the restoration of the 201 tariff exemption for bifacial solar modules, and reduced the tariff rate of the 201 clause from 18% to 15%, under these two changes, the additional tariffs previously imposed will be refunded to the relevant enterprises. For China's photovoltaic good to say, is a good thing, with technical and cost advantages, is conducive to green development, overseas expansion.
【Captain Comment】Opinion: 1,040 billion, iKang Technology up and down, Oriental Risheng, Jinchen shares and other photovoltaic equipment rose sharply, the US court restored the double-sided solar module 201 tariff exemption, the early HIT surge is the United States to cancel the Asian photovoltaic equipment price survey, tomorrow look at the bulls to continue the strength;
Industrial mother machines and other tracks have recovered, the group has weakened, the market is still what we mentioned before, and the stock funds are still the rhythm of the track.
Shanghai Composite Index, the volume ratio of 0.89 times, immeasurable week, immeasurable is the normal performance, the next two days are basically still immeasurable, continue to pay attention to the recovery of individual stocks. Some of the bottom shrinkage weighs on the stock and recommends waiting.
【Captain's Comment】On the subject: iKang Technology, Oriental Risheng, Jinchen Shares, etc. rose sharply, the US court resumed the exemption from the 201 tariff of double-sided solar modules, HIT batteries, energy storage, photovoltaics, hydrogen energy, green electricity and other green developments will continue to pay attention to tomorrow (the current general amount of energy is not enough); East China NUMERICAL Control, Huaming Equipment and other ups and downs, industrial mother machine W bottom after the formation of a sharp rise, is expected to accelerate; Germany announced the suspension of approval of the "Beixi-2" project, European natural gas soared 18%, water and gas and other changes; salt lake lithium rose sharply, Tibet Everest is driven, short-term rebound, medium-term do not see the reversal; heterogeneous themes: shared bicycles, Ningxia, Qinghai, photovoltaic construction, power exchange, etc.; other themes: brokerage, consumer tourism, environmental protection, UHV, etc. Supplement: Shrinkage and suppression, pro support; the concept of hot spot expectations should not be easily cut off.
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