中国工业 - 2025 年第三季度预览 - 新能源设备-China Industrials-3Q25 Preview - New Energy Equipment

China Industrials | Asia Pacific 3Q25 Preview - New Energy Equipment October 9, 2025 09:00 PM GMT LiB equipment orders likely continued to improve sequentially in 3Q, while solar equipment new orders saw further shortfalls for most equipment players. Prefer Wuxi Lead and Hangke. Key Takeaways M Idea Morgan Stanley Asia Limited+ Sheng Zhong Equity Analyst Sheng.Zhong@morganstanley.com +852 2239-7821 Serena Chen Research Associate Serena.Chen@morganstanley.com +852 2848-7107 Chelsea Wang Equity Analyst Jinlin ...