E Fund CSI Rare Earth Industry ETF

JPMorgan Increases Stake in Goldwind by 1.06M Shares on May 13, Holding Ratio Rises to 7.12%

CITIC Asset Management Reduces China Aluminum Stake by 12.63 Million Shares on May 15, Raising About 134 Million HKD

JPMorgan Updates Mainland Renewable Energy Stock Model: Prefers Goldwind & Sungrow, Downgrades Longi Green Energy

China's April Rare Earth Exports Up 35.1%, Alumina Exports Surge 96.6%

JPMorgan Chase reduced holdings in Goldwind by approx 6.1064 million HKD on May 11

Goldwind Science & Technology Wins 300MW Wind Power Project from China Datang Group International Trading

Wind Industry Profit Growth Drives Significant Revenue Increase for Multiple Listed Companies in Q1

CHINALCO Authorizes Repurchase of Up to 10% of A Shares and H Shares

Goldwind Technologies Wins Procurement Bid for Qinzhou Guangjin New Energy Wind Project

Goldwind to Hold Extraordinary General Meeting to Deliberate on Concentrated Competitive Bidding Repurchase of A-shares Proposal

Goldwind Technologies Wins Bidding for Guizhou YueDian Congjiang Wind Power Equipment Procurement Project

Vale Indonesia, ECOPRO, and GEM Discuss Nickel Resource Cooperation

The Release of 'Comprehensive Evaluation and Assessment Measures for Carbon Peak and Carbon Neutrality' Will Impact Petrochemical and Rare Earth Industries

UOB Kay Hian Maintains Buy Rating on Xinjiang Goldwind Science & Technology

Goldwind plans to repurchase A-shares worth 300 to 500 million RMB

SHRC released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 4.535 B, actual EPS CNY 0.0293

WOLONG ELECTRIC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 3.986 B, actual EPS CNY 0.1772

LY iTECH released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 12.64 B (forecast CNY 13.05 B), actual EPS CNY 0.05 (forecast CNY 0.065)

SHRC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 3.383 B, actual EPS CNY 0.1867

GEM released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue CNY 9.982 B (forecast CNY 11.83 B), actual EPS CNY 0.1 (forecast CNY 0.15)

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North Rare Earth has denied any plans for asset restructuring with Baogang Shares during a performance briefing on May 20, stating they have never heard of such proposals. Additionally, authorities are implementing measures to improve network ecosystem governance to combat online chaos and protect public interests.

CoinLive

CNRE

North Rare Earth Denies Asset Restructuring with Baogang Shares

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Hong Kong's wind power sector faced a decline in afternoon trading, with Dongfang Electricdropping over 5% and Longyuan Powerfalling more than 4%. Other companies like Datang Renewable Energyand Goldwindalso experienced similar downturns.

CHINA LONGYUAN

GOLDWIND

Goldwind

DATANG RENEW

DONGFANG ELEC

DEC.LTD

Hong Kong Wind Power Stocks Decline in Afternoon Trading

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JPM updated its model post-1Q results for mainland renewable energy stocks, favoring GOLDWIND and ORIENT WIRES & CABLES in wind power, while SUNGROW POWER leads in energy storage. The bank maintains Overweight ratings on GCL TECH and CGN POWER, citing strong demand and tariff improvements. It assigns Underweight ratings to LONGI GREEN ENERGY and others due to industry downcycles. Differences in tariff policies are expected to persist, with YANGTZE POWER as a top defensive yield pick.

AASTOCKS News

CGN Power

CGN POWER

GCL TECH

Sungrow Power Supply

Deye

Daqo New Energy

CYPC

MYSE

LONGi

Tongwei Co.,Ltd

Maxwell

Daqo Energy

JPM: Preferred Renewable Energy H Shrs GOLDWIND , GCL TECH  and CGN POWER

LYSDY

USAR

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REMX

One of the key issues at the summit this week pertains to whether China will consent to prolong a temporary delay of more stringent export restrictions on rare earth minerals.

Unusual Whales

Lynas Corporation

USA Rare Earth

CHINA RAREEARTH

SHRC

Fullgoal CSI Rare Earth Industry ETF

VanEck Rare Earth/Strategic Metals ETF

NASDAQ Golden Dragon China Index

China's leverage over rare earths could be used against Trump if it extends export controls. Summit decision awaited. #geopolitics

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The article discusses the implications of Trump's trade war, highlighting the significant tariffs imposed, the impact on U.S. allies, and China's strategic advantage in rare earths. It argues that America's vulnerability lies not in political narratives but in its declining manufacturing capabilities, emphasizing that the trade conflict transcends economics and touches on future global power dynamics.

USA Rare Earth - CW300313

MP Materials

ZGXT

Dow Jones Industrial Average

NASDAQ Composite Index

Tariffs up to 245% Trump's trade war that costs America everything

The Economic Playbook Behind China's Rare Earth Market Success | MP Stock News

StockTitan

Global X Rare Earth & Critical MatrlsETF

GF CSI Rare Metals Theme ETF

Defiance Daily Target 2X Long MP ETF

Harvest CSI Rare Earth Industry ETF

Leverage Shares 2X Long MP Daily ETF

The Economic Playbook Behind China's Rare Earth Market Success | MP Stock News

The U.S. Export-Import Bank's $12 billion "Project Vault" aims to stockpile rare earth minerals, initially sourcing from China before prioritizing domestic production. The initiative, revealed by Ex-Im Chief Banking Officer Brian Greeley, combines $2 billion in private capital with a $10 billion Ex-Im loan. The project seeks to mitigate supply shocks for critical minerals essential for electric vehicle batteries and low-carbon technologies. It emphasizes a demand-driven approach, allowing manufacturers to dictate stored minerals while leveraging specialized traders for procurement.

ZeroHedge

Glencore plc

Glencore

Trump's "Project Vault" Plans To Initially Buy Rare Earths From China

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Citi has raised its target price for GOLDWINDfrom HKD18 to HKD20, maintaining a Buy rating. The company reported a 59.6% YoY increase in net profit to RMB907 million in Q1 2026 and aims for a gross margin of 9% to 10% for wind turbine sales. Despite rising production costs, particularly for copper and petrochemical components, the unit cost of bearings remains stable. Citi also increased its net profit forecasts for 2026 and 2028 by 8% to 9%, driven by investment income from wind farm disposals. The green hydrogen project is set to begin trial operations in Q3 2026.

E Fund CSI Green Power ETF

GF CSI All Share Power Public Service ETF

Penghua SSE STAR New Energy ETF

ChinaAMC CSI Grid Equipment Thematic ETF

Bosera CSI All Share Electric Utilities ETF

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Citi Raises GOLDWIND  TP to HKD20, Bullish on Upcycle

BofAS has raised the target price for GOLDWINDfrom HKD17.6 to HKD18.5, maintaining a Buy rating. The company reported a 60% YoY increase in net profit to RMB907 million in Q1, driven by higher wind turbine shipments and resumed wind farm sales. However, overall gross margin declined by 5 percentage points YoY. The broker also adjusted earnings forecasts for 2026-2028 upwards by an average of 3%, anticipating a 35% growth this year, despite a decline in wind turbine margin to 10.8%.

BofAS Raises GOLDWIND  TP to HKD18.5; 1Q Net Profit Beats

Goldwind's stock surged nearly 10% after announcing a 60% increase in net profit for the first quarter. The company reported a revenue of RMB15.485 billion, a 63.5% year-on-year rise, driven by increased sales of wind turbines and components. The stock opened 5.33% higher and reached an intraday peak of HKD17.45, currently trading at HKD17.3 with a turnover of HKD262 million. Net profit attributable to shareholders was RMB907 million, with earnings per share of RMB0.2091.

Goldwind  Jumps Nearly 10% as 1Q Net Profit Surges 60%

E Fund CSI Rare Earth Industry ETF(159715.SZ)

North Rare Earth Denies Asset Restructuring with Baogang Shares

Hong Kong Wind Power Stocks Decline in Afternoon Trading

JPM: Preferred Renewable Energy H Shrs GOLDWIND , GCL TECH and CGN POWER

China's leverage over rare earths could be used against Trump if it extends export controls. Summit decision awaited. #geopolitics

Tariffs up to 245% Trump's trade war that costs America everything

The Economic Playbook Behind China's Rare Earth Market Success | MP Stock News

Trump's "Project Vault" Plans To Initially Buy Rare Earths From China

Citi Raises GOLDWIND TP to HKD20, Bullish on Upcycle

BofAS Raises GOLDWIND TP to HKD18.5; 1Q Net Profit Beats

Goldwind Jumps Nearly 10% as 1Q Net Profit Surges 60%