摩根士丹利：隆基绿能_ BEST 大会关键要点

LONGi Green Energy Technology Co Ltd | Asia Pacific Key takeaways from the BEST Conference Key Takeaways LONGi expects 10% global demand growth in 2025 in an optimistic scenario, but the management sees domestic demand in 2H25 as uncertain. Europe and the US may deliver single digit increases, but emerging markets in the Middle East and India are set to see robust demand. While oversupply may sustain until a real turning point occurs, maybe 4Q25/1Q26 at the earliest after industry players navigate around th ...