Dongwu Securities' electrical equipment team issued a note stating that China-EU trade tensions are easing, as the EU's financing guidance for inverter projects does not target specific countries and further consultations will be held. The broker reiterated a bullish view on leading inverter companies, citing low valuations and strong global energy storage demand.
Dongwu Securities remains bullish on Chinese inverter leaders, viewing the EU trade de-escalation and low valuations as key catalysts.
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