：光伏行业重塑，供应平衡将到来
高盛·2024-07-16 03:33
星球： 水木调研纪要 关注公众号： 水木纪曼 Exhibit 25: Summary of our China solar module export forecast by region Source: CPIA, IEA, Wind, PVInfolink, Company data, Goldman Sachs Global Investment Research With that said, we believe any significant US tariff hike is a potential risk factor for China solar players. US accounts for around 7% of global installation and currently over 80% of US imported modules are produced in ASEAN mainly from local capacity built by Chinese suppliers rather than direct export from China to the ...