
$CHINA LONGYUAN(00916.HK) remains bullish. Although the Q1 financial report appears to be a loss on the surface, a detailed analysis shows it's actually good. Moreover, its leading position in wind power, coupled with growth in photovoltaic and wind power installations, aligns with national policies that restrict coal power and support clean energy. Technically, it also supports a continued rebound, and it echoes movements in the A-share market. Yesterday's portfolio adjustment was a correct bet.
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