Jinko Solar rose 10.8%, which is a rare strong performance for a leading Chinese photovoltaic company in US ADRs—earlier tariff concerns were fully priced in around $12, and better-than-expected Q1 module shipments are the basis for this rally;

Eaton +1%, stable in power infrastructure, the growth in electricity consumption from AI data centers is a long-term positive for its power distribution business, with relatively flat price action;

Junda shares fell 4.5%, the movements of Hong Kong-listed photovoltaic auxiliary materials and US ADRs often diverge;

QuantumScape and Amprius rose 4.7% and 5.9% respectively, the solid-state battery concept is gaining momentum collectively following Solid Power, with short-term movements reflecting sentiment rather than fundamentals more🤔