6 March 2026 | 7:35AM CST Equity Research Shenzhen SC New Energy Technology (300724.SZ): China Forum 2026 — Key Takeaways: Mgmt guided order outlook inflection in 2026 We hosted Shenzhen SC on Mar 5 at our China Forum. Bottom Line: i) Overseas Topcon capex to drive total order value inflection to over Rmb4bn in 2026 from Rmb3.5bn in 2025; ii) Perovskite capex demand from more diversified industry leaders to drive more sustainable solar order outlook in the mid to longer run. c45a43530f604d12bcb9a82b5aa6b9f6 ...