Jefferies reiterated its Buy ratings on Trina Solar (TSL), Yingli Green Energy (YGE), JA Solar (JASO) and Solarfun (SOLF) this morning. The firm believes more German & Japanese brands will source modules from China to cut costs.  They believe JASO and SOLF will benefit the most while TSL and YGE may not be willing to manufacture for other brands.  Shares of the China solar stocks are flat to down today after a nice run over the past several days.