Shenzhen S.C New Energy Technology Corporation in 1 story
The narratives 300724.SZ currently appears in, with its side and exposure in each.
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Bear side
1 story- Beijing Calls Time on the Price Wars
300724.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.
This solar-cell equipment supplier faces weaker orders if manufacturers respond to Beijing's campaign by cancelling new capacity and prioritizing utilization over expansion.