面对供应过剩、价格战以及欧盟、印度、巴基斯坦和巴西等主要出口市场日益增长的保护主义威胁，中国领先的光伏出口商——包括天合光能、隆基绿能和通威股份——承诺停止在海外市场的价格下调竞争。这一举措旨在稳定出口市场，推动行业可持续发展。 主要动态 行业协作： 由 中国机电产品进出口商会 牵头成立了由 22家光伏企业 组成的“自律”委员会，致力于促进健康竞争，稳定出口价格。 政策调整： 自 12月1日 起，硅片、电池片和组件的出口退税率将从 13% 降至 9% ，旨在鼓励出口高附加值产品，减少反倾销调查风险。 产能过剩危机： 过度生产导致价格下滑，造成大量亏损、裁员，甚至企业破产，给中国光伏企业带来沉重压力。 全球影响： 中国在光伏出口市场的主导地位受到越来越多的关注，外国市场可能采取反补贴措施，这为行业增加了更多的不确定性。 专家观点 大和证券分析师Dennis Ip： 退税率下调可能对光伏组件公司的短期财务状况产生负面影响，但从长期来看影响有限。 隆基绿能的观点： 行业领导者认为，这一举措是中国光伏行业的“转折点”，强调合作对于维持全球竞争力的重要性。 展望 随着中国光伏企业努力实现市场稳定，向高附加值产品和合作战略的转型有望改善行业的全球形象和长期韧性。然而， 产能过剩 和 退税减少 的直接挑战依然严峻。在国际市场压力下，如何平衡短期财务影响与长期发展需求，将成为行业关键议题
Poseida Therapeutics (PSTX.US) announced on Tuesday that it has entered into a definitive agreement to be acquired by Roche Holdings in a deal valued at approximately $1.5 billion on a fully diluted basis.
Under the terms of the agreement, Roche will launch a tender offer to acquire all of Poseida’s outstanding shares for $9 per share in cash. Additionally, shareholders will receive a non-tradeable contingent value right (CVR) worth up to $4 per share, payable upon achieving certain developmental and commercial milestones.
The acquisition is expected to close in the first quarter of 2025, subject to standard conditions, including the successful tender of shares representing at least a majority of Poseida’s outstanding stock.
As part of the transaction, Poseida and its employees will join Roche’s Pharmaceuticals Division, bringing with them expertise in advanced cell therapies. Poseida specializes in cutting-edge treatments for blood cancers and is exploring applications in solid tumors and autoimmune diseases.
Following the news, Poseida Therapeutics’ shares surged over 200% in premarket trading on Tuesday, reflecting investor optimism about the deal.
This acquisition underscores Roche’s commitment to expanding into innovative therapeutic areas, particularly in cell and gene therapy. It also aligns with Roche’s strategy to diversify its portfolio amid challenges in its oncology business and setbacks in other high-profile drug trials.
The agreement highlights the growing importance of advanced therapies in reshaping the future of healthcare, with Roche poised to leverage Poseida’s technology for significant breakthroughs in cancer and beyond.
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