300118.SZ in “Beijing Calls Time on the Price Wars”
Risen Energy Co.,Ltd.
Risen Energy is more vulnerable than the largest module makers if tighter pricing and financing discipline accelerates consolidation among second-tier suppliers.
300118.SZ impact map — “Beijing Calls Time on the Price Wars”
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Jul 20, 2026 – Oct 19, 2026 · 65 sessions
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Full story
Beijing Calls Time on the Price Wars
China's campaign against “involution” is turning market share at any cost into a margin-recovery trade.
BEAR side — Risen Energy is more vulnerable than the largest module makers if tighter pricing and financing discipline accelerates consolidation among second-tier suppliers.
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300118.SZ in “Beijing Calls Time on the Price Wars”
StableExposure: not rated yetChina's campaign against “involution” is turning market share at any cost into a margin-recovery trade.
Risen Energy is more vulnerable than the largest module makers if tighter pricing and financing discipline accelerates consolidation among second-tier suppliers.
- Silver Stops Trading Like Gold's Sidekick
300118.SZ in “Silver Stops Trading Like Gold's Sidekick”
FadingExposure: not rated yetElectrification demand and constrained mine supply are turning silver into an industrial scarcity trade.
Risen's conventional photovoltaic cells and modules face margin pressure when silver costs rise faster than competitive module prices.