[Click eStock] "Hanwha Solutions, Expecting Market Recovery in Second Half"

On the 10th, Hyundai Motor Securities evaluated Hanwha Solutions, stating that the restructuring of Chinese companies is accelerating and gradual market recovery is expected from the second half of the year. Accordingly, Hanwha Solutions was maintained as the top stock in the sector.

Kang Dong-jin, a researcher at Hyundai Motor Securities, said, "Along with the restructuring of Chinese companies, it is expected that the US solar market bottom will be confirmed," adding, "Stock prices are also expected to gradually recover."

Chinese solar panel giant Longi has halted all five production lines located in Vietnam and recently started gradually suspending operations at its factory in Malaysia. Trina Solar also stopped operations for seasonal maintenance at its facilities in Thailand and Vietnam.

Researcher Kang analyzed, "A spokesperson for Trina Solar stated that demand was affected due to the US policy environment and there is uncertainty," adding, "There is a high possibility that factory shutdowns will be prolonged in the future."

Meanwhile, US solar companies have requested the imposition of additional anti-dumping duties (AD/CVD) of up to 271% on modules imported from four Southeast Asian countries. Investigations related to this are currently underway. Researcher Kang pointed out, "In the future, the inflow of Southeast Asian products into North America is expected to become virtually impossible."

This content was produced with the assistance of AI translation services.