Thats a mighty rise, and equally mighty fall. That spring sun, just like the weather in Europe, has to wait for another moment, apparently..

Any substantial dip offers an opportunity to buy, as an end of the solar cycle doesn't seem in sight any time soon. They also consider selling off their higher margin project business. The news did little for the stock price today, which went down with the rest of the solars and the market.

Stock price under some pressure lately, the following article sums it up, but is too gloomy:

And indeed, Trina and Yingli issued warnings, but consider the following quote from Barrons:

For years, there was a solar slump with steeply falling prices. Then these stabilized, margins improved, and the stocks shot up. But now prices are even rising and margins expanding, that doesn't seem the recipe for a solar crash to us..

“We have some customers that have already built plants and that currently receive very good FiT from the third and fourth Conto Energia that are switching from the FiT to a PPA. This is a good sign for the market; the PPA business model works very well,”

Reason for sell-off today, but I think this should be mostly priced in already as there were earlier reports of China perhaps not making its 14GW target this year:

Solar stocks clocked due to Chinese worries, tech selloff

Chinese solar demand fell to just 1GW in Q1 from 6GW in seasonally strong Q4, writes Deutsche, which was upbeat about local solar activity at the start of the year.
Deutsche believes Q2 installations will be in a 3GW-4GW range, and (following talks with Chinese solar firms) and thinks 2GW is a more realistic target for 2014 Chinese distributed solar installations than the government's 8GW target. A 14GW target has been set for total installations (8GW distributed, 6GW utility)
The Deutsche report comes a couple days after Bloomberg reported the Indian government has deemed foreign solar firms (inc. U.S. and Chinese companies) guilty of dumping products, a move that raises the possibility of tariffs. Though still much smaller than China's solar market, the Indian market has been growing quickly.
Solar stocks (TAN -3.6%) are underperforming amid a market selloff. Notable decliners: JKS -7.5%. SCTY -6.1%. TSL -5.4%. CSIQ -5.3%. YGE -4.9%. CSUN-4.7%.
Daqo (DQ -9.8%) is especially hard-hit after pricing its 2M-share secondary offering (previous) at $29.

Lest one forget, JKS is the Chinese market leader, and with all the disappointment over the development of that market it's worthwhile to keep in mind what the company issued just a week ago: