Guohai Securities highlights policy and order catalysts driving valuation recovery in China's offshore wind sector, while North America's AI data center power bottleneck boosts demand for SOFC and energy storage. Copper foil supply tightens amid expanding lithium battery and CCL production.
Broker sentiment is bullish on offshore wind, copper foil, and North American power shortage plays, with multiple catalysts on the horizon.
Free preview — more China A-share & HK research · About Us · Legal & Privacy