Broker Recommends Accumulating Energy Storage Leaders on EU Trade Clarity

Bullish · $300274.SZ · $300827.SZ · $300750.SZ

What Happened

A Chinese institutional note recommends actively watching leading companies across the energy storage supply chain, citing reduced near-term EU policy risk and mixed but improving Q3/Q4 earnings expectations.

Bottom Line

Broker sentiment is bullish on energy storage leaders, with Sungrow seen as having the highest upside and Shangneng Electric as the most certain pick.

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