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<Research>Macquarie: Probability of CN Restriction on Polysilicon Production Based on Energy Efficiency Very Slim
Recommend 44 Positive 76 Negative 31 |
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Macquarie released a research report believing that the Chinese government's restrictions on polysilicon production based on energy efficiency will be highly unlikely on implementation difficulties in polymer production and the impossibility of monitoring downstream supply cuts. The broker noted that the supply chain will face increasing liquidity and leverage risks, and there may be chaotic market consolidation next year. The price reaction will remain weak in the near term. Macquarie's top pick remains GCL TECH (03800.HK), with a target price of $2 and rating at Outperform. AAStocks Financial News |
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