Greater China Renewable Energy: Strong Growth of PRC Inverter Export in May, Buy Sungrow and Deye
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Key Takeaways
- 2% yoy and 26.7% mom to US$1,789m in May due to demand cut from Pierre Lau, CFAAC
- 41.8% yoy to US$76m in May; while that from Zhejiang province, where Deye is
- 2GW), though partly offset bye incremental volume from Oceania (+30.3% yoy to
- 0GW), followed by North America (+27.7% yoy to 0.2GW). China’s total solar module
- 27.5% yoy to 171.8GW in 5M26, including -29.7% yoy but +14.5% mom to 36.4GW in
- 4%, derived from a risk-free rate of 1.6%, a market risk premium of 8.9%, and an equity beta of 0.9x. Our target price equates
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Citi's 11-page analysis on "Greater China Renewable Energy: Strong Growth of PRC Inverter Export in May, Buy Sungrow and Deye" provides institutional-grade insights for investors and professionals seeking to understand current market dynamics and investment implications in this space.
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