down 10% on bs news?? yge main customers are from all around the world
europe makes just a tiny Little bit in the new customer base of yge. btw new tariffs will actually help to rise Prices around the world. margins will go up and so will demand. Investors should be buying chinese solars instead of selling it of.
Won't yge, tsl etc have to lower their prices to be able to sell at all in Europe and the US, to make up for the tariffs? I don't get your logic... It may allow non-Chinese companies, like any left in Europe, SunPower and First Solar to raise their prices. So the logical conclusion would be buy-American buy-European or any companies other than Chinese! To me the best case scenario for the chinese companies is to sell a great deal within China itself and whatever few countries remain who aren't punishing them... yet. China is a big country with a huge pollution problem. If sunless little Germany could virtually support an entire industry, just think how much room for growth there is within China,
there will be a shortage of solars = higher pricing. the likes of yge, tsl, jks will Focus on s.africa, Japan, China, middle east, and... their margins will be much better & the shortage will just rise the prices in europe. the resellers in the european countries will suffer & the installers. get it?