Share price declines among Chinese solar companies this week ranged from nearly 20% to less than 4%, suggesting that at least in some cases investors may have already baked their negative assumptions about the duties into the shares.
Most US-listed Chinese companies had already seen their share prices pull back significantly in 2014, after a spectacularly good 2013.
Underscoring the complexity of the global PV supply-chain and the rapidly shifting market dynamics, the worst-hit major stock for the week was Trina Solar – ironically, the one Chinese company singled out for a milder tariff in the US.
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