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Monthly Commentary on Key Themes – Sept 2023

[2845/9845] Global X China EV & Battery ETF Battery production to grow in July: According to the China Automotive Battery Innovation Alliance (CABIA), China’s power battery installation reached 32.2GWh in… By Global X Research

Monthly Commentary on Key Themes – Aug 2023

[2845/9845]  Global X China EV & Battery ETF According to the China Passenger Car Association (CPCA) data, the July China passenger car vehicle wholesale volume was 2.10mn units (-4.3% MoM/… By Global X Research

Monthly Commentary on Key Themes – July 2023

[2845/9845] Global X China EV & Battery ETF Battery production to grow in June: China’s power battery installation reached 28.2GWh in May 2023, up 12.3% MoM and 52.1% YoY. In… By Global X Research

Monthly Commentary on Key Themes – June 2023

[2826/9826] Global X China Cloud Computing ETF According to the Ministry of Industry and Information Technology, China’s software and IT service revenues were up 10.9% year-on-year (YoY) in April 2023,… By Global X Research

China Clean Energy: H1 2022 Review

Investment Analysts, Bingyao Chen, Marcus Chu, and Saniel Chandrawat, share their review of China’s clean energy sector in H1 2022. By Bingyao Chen, Marcus Chu, Saniel Chandrawat

Eyeing China’s Solar Cells and Modules

The Evolution of China’s Solar Cell and Module Industry   The manufacturing of solar cells is an intricate and fine business where the evolution of its equipment with technological improvement has… By Bingyao Chen, PhD

The Next Frontier for Solar-grade Wafer

The renewable energy across the globe enters into a new phase of growth by customer demand, competitive cost, and innovation, being the primary growth driver for the solar-grade wafer market… By Bingyao Chen, PhD

How Serious Are The Threats From Climate Change?

Climate change is reshaping the energy industry The green electricity market is expanding The transport industry is ‘decarbonizing’ Conservation is vital to solving the climate puzzle Hydrogen and biofuels will… By Mirae Asset Asia Pacific Research

Guangdong to Close Coal Power Plants

China Clean Energy ETF: Guangdong province’s aggressive plan to shut down coal power plants Guangdong province issued the draft guidelines of the 2018-2020 Three-year Action Plan for Wining the Blue-Sky… By Mirae Asset Asia Pacific Research

Wind Turbines Ride the Wave of Chinese Renewable Energy

In recent years, there has been a global shift towards an eco-friendly lifestyle. Wind energy has been gaining popularity and competitiveness. At the end of 2018, China’s total power capacity… By Mirae Asset Asia Pacific Research

China Clean Energy | Sector Update

China solar companies have been a key beneficiary given their dominant role in the solar products supply chain. Demand for wind power is also strong with China’s new orders hitting ...

The Next Frontier for Solar-grade Wafer

   Q1: What was happening in solar upstream in the last decade? Solar upstream consists of solar-grade polysilicon and wafer. Mass-production of solar-grade polysilicon started in early 2000s when ...

Solar Grid Parity

   Q1: When will solar grid parity be achieved? It was very astonishing to see the world’s lowest tariff for a solar power plant in the United Arab Emirates ...

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