Hong Kong Market Movement | Solar stocks rise; GCL Technology up 5.5% as national standard for PV module efficiency set to be released

Gelonghui, June 15 | Hong Kong-listed photovoltaic and solar stocks rose, led by GCL Technology with a 5.5% gain, followed by Xinyi Energy up 4%, China Singyes New Energy up 3.5%, Xinyi Solar up 3%, GCL New Energy up 2.5%, and Juner New Energy, TBEA Sunocean, and Kaiseng New Energy all rising more than 1%. In news, on June 11, media reported that the mandatory national standard titled 'Minimum Allowable Energy Efficiency and Energy Efficiency Grades for Crystalline Silicon Photovoltaic Modules and Inverters' has entered the final approval stage prior to publication and is expected to be officially released soon. Previously, multiple mandatory standards concerning module safety, nameplate labeling, and energy consumption limits for polysilicon have already been implemented or publicly released.

Gelonghui FinanceJun 15 11:20

GCL Technology (03800.HK) received an acquisition of 4 million ordinary shares by Yang Wenzhong, valued at approximately HK$3.08 million.

According to a filing disclosed by the Hong Kong Stock Exchange on June 12, Yang Wenzhong acquired 4 million ordinary shares of GCL Technology (03800.HK) on June 11 at an average price of HK$0.77 per share, for a total value of approximately HK$3.08 million. Following this purchase, Yang Wenzhong’s latest shareholding stands at 27 million shares, increasing his long position from 0.06% to 0.08%. Source: HKEX Equity Disclosure What is equity disclosure? Under Hong Kong Stock Exchange requirements, substantial shareholders (individuals or companies holding 5% or more) must disclose their share interests in listed companies. Directors of listed companies and

Futu NewsJun 12 17:08

It is reported that the mainland China standard 'Minimum Allowable Energy Efficiency and Energy Efficiency Grades for Crystalline Silicon Photovoltaic Modules and Inverters' has entered the final approval stage prior to publication.

Citing data from the National Standards Information Public Service Platform, Beijing News reported that the mandatory national standard titled 'Minimum Allowable Energy Efficiency and Energy Efficiency Grades for Crystalline Silicon Photovoltaic Modules and Inverters' is currently in the 'approval in progress' stage—the final step prior to official publication. Several institutions involved in drafting the standard indicated that it is expected to be formally released shortly. Analysts note that, against the backdrop of the industry as a whole not yet having returned to profitability and leading enterprises still facing earnings pressure, this supply-side adjustment—driven by upgraded standards—is emerging as a key force reshaping the competitive landscape of the photovoltaic sector. Previously, multiple mandatory standards covering module safety, nameplate labeling, and energy consumption limits for polysilicon have been introduced.

AASTOCKSJun 12 11:18

GCL SI Showcases Scenario-Based PV Solutions at SNEC 2026, Driving Application-Specific Solar Deployment and Low-Carbon Development

PR NewswireJun 12 10:19

Hong Kong Stock Market Concept Tracker | Polysilicon Futures Hit Daily Limit Up in Afternoon Trade Amid Heightened Expectations of Capacity Rationalization (Including Related Concept Stocks)

The analyst also stressed that the current price movement in polysilicon futures cannot be considered a 'reversal,' but rather a short-term rebound, 'as producers are raising prices on the exchange to offload inventory and hedge their positions. If no supportive policies emerge going forward, further declines are likely. However, the market largely agrees on a bottom—historically around RMB 30,000 per ton—and the current level near RMB 35,000 per ton represents strong cash-cost support, making further downside increasingly difficult.'

Zhitong FinanceJun 12 07:38

Polysilicon futures surged sharply today amid 'bottom-end volatility,' with industry insiders expecting that rumors of market clearing are unlikely to alter fundamentals in the short term.

① Polysilicon futures prices surged today, but multiple companies and industry insiders indicated they have not yet observed significant changes on the production side; ② spot prices overall remained weak, and a clearance rate of only 30% is still insufficient for the polysilicon segment.

cls.cnJun 11 20:32