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Jan 18, 2025 | 
caixinglobal.com | Ding Yi |Qu Yunxu |Fan Ruohong |He Xin
Explore the story in 3 minutesIn 2024, Chinese industries experienced significant challenges and opportunities due to intensified global competition, technological advances, and economic pressures. The year was marked by innovation, especially in technology, energy, and retail, against a backdrop of ongoing trade tensions with the U.S. and EU [para. 1][para. 2]. [para.
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Jan 17, 2025 | 
caixinglobal.com | Ding Yi |Qu Yunxu |Fan Ruohong |He Xin
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For Chinese industry, 2024 was a year of innovation, fierce competition and heightened external pressure, as the nation strived to balance rapid technological development with increasingly hostile global trade dynamics and efforts to revive the domestic economy.
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Oct 10, 2024 | 
caixinglobal.com | Fan Ruohong |Lu Yutong |Luo Guoping |Wu Peiyue
Explore the story in 3 minutesChina's green hydrogen industry is encountering significant challenges despite substantial investment and development activities. A major issue is the high cost of green hydrogen, which has hindered its market penetration. The production costs remain high due to expensive processes and a lack of widespread adoption, which prevents economies of scale from being realized [para. 1][para. 2].
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Oct 10, 2024 | 
caixinglobal.com | Fan Ruohong |Lu Yutong |Luo Guoping |Wu Peiyue
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China’s green hydrogen sector is at a crossroads. Even after a flurry of investment and development activity, the high price of the end product is preventing the technology from breaking through, as firms bleed red ink.
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Sep 13, 2024 | 
thinkchina.sg | Zhao Xuan |Fan Ruohong
Encouraged by government subsidies and policies aimed at limiting carbon emissions, China’s solar industry grew rapidly in recent years to grab nearly 95% of global production capacity. But the aggressive expansion strategy is now backfiring. (By Caixin journalists Luo Guoping, Zhao Xuan, Fan Ruohong, Qu Yunxu and Han Wei)China’s solar panel makers are suffering plunging valuations amid mounting losses as a price war triggered by overcapacity and weak demand takes a toll.
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Sep 13, 2024 | 
caixinglobal.com | Luo Guoping |Zhao Xuan |Fan Ruohong |Qu Yunxu
China’s top solar makers are accelerating their global push, but they’re not all taking the same path.
Industry giants like Longi Green Energy Technology Co. Ltd. (601012.SH) are boosting production capacity in the U.S. where they can benefit from subsidies, while some are turning to the Middle East and new Southeast Asian destinations to circumvent trade barriers.
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Sep 8, 2024 | 
caixinglobal.com | Luo Guoping |Zhao Xuan |Fan Ruohong |Qu Yunxu
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China’s solar panel makers are suffering plunging valuations amid mounting losses as a price war triggered by overcapacity and weak demand takes a toll.
The industry, encouraged by government subsidies and policies aimed at limiting carbon emissions, embarked on rapid expansion in recent years to grab nearly 95% of global production capacity.
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Jul 30, 2024 | 
caixinglobal.com | Zhao Xuan |Fan Ruohong |Qu Yunxu
光伏龙头企业通威股份（600438.SH）8月13日提出一份收购案：以不超过50亿元，收购同在全球光伏电池片出货量前五榜单的润阳股份51%股权。
Photovoltaic industry leader Tongwei Co. Ltd. (600438.SH) proposed an acquisition on August 13th: acquiring a 51% stake in Risen Energy Co., also among the top five global photovoltaic cell manufacturers, for no more than 5 billion yuan.
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Jul 16, 2024 | 
caixinglobal.com | Luo Guoping |Zhao Xuan |Fan Ruohong |Qu Yunxu
Explore the story in 3 minutesChinese solar manufacturers are expanding their international presence through diverse strategies. Leading companies like Longi Green Energy Technology Co. Ltd. (601012.SH) are increasing production capabilities in the U.S. to benefit from subsidies, while others turn to the Middle East and new Southeast Asian markets to avoid trade barriers.
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Jul 6, 2024 | 
caixinglobal.com | Fan Ruohong |Caixin Weekly
文｜财新周刊 范若虹
By Fan Ruohong, Caixin Weekly
6月底的新疆，太阳火辣辣地烘烤着广袤的戈壁滩，乌鲁木齐北部一座100万千瓦装机的大型光伏电站已全部建好，等待并网发电。
In late June, the scorching sun bakes the vast Gobi Desert in Xinjiang. A large photovoltaic power station with an installed capacity of 1 gigawatt in the northern part of Urumqi is fully constructed and awaiting grid connection for power generation.
