Risen Energy Co.,Ltd. in 2 stories
The narratives 300118.SZ currently appears in, with its side and exposure in each.
Bull side
0 storiesNo bull-side stories for 300118.SZ yet.
Bear side
2 stories- Beijing Calls Time on the Price Wars
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.