阳光电源_电话会议核心要点

First Read Sungrow Power Supply Key takeaways from call with Sungrow Strong US BESS demand expected to persist into 2026-27 We hosted a post-result investor call with Sungrow management. Mgmt expect resilient US BESS demand at around 50GWh in 2026. For 2026-27, mgmt expect US BESS demand could be well supported by the substantial amount of projects that started construction by end-25 to avoid PFE (prohibited foreign entity) constraint. The company is actively partnering with global battery suppliers, to pre ...