China Solar_ Corporate day takeaways_ Steady global demand growth and potential for US module price hike

10 January 2025 | 3:50PM CST China Solar: Corporate day takeaways: Steady global demand growth and potential for US module price hike We hosted four cell and module companies (JA Solar, Jinko Solar A, Trina Solar, CSI Solar A, all non-covered) at our China Solar Series on Jan 7 and 9. Key takeaways include: 1) 10%-15% yoy global solar installation demand growth guided into 2025E; 2) high possibility of module price hike in the US market; 3) more regulation needed to curb below-cost module price bidding in d ...