China Renewables_ NDRC’s push on 100% RE power market sales drives mixed implications_ Negative for ESS; Neutral for off-shore wind; Positive for RE dispatch. Mon Feb 10 2025
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J P M O R G A N Asia Pacific Equity Research 10 February 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Renewables NDRC's push on 100% RE power market sales drives mixed implications: Negative for ESS; Neutral for off- shore wind; Positive for RE ...