中国清洁技术_2026 年我们比市场共识更偏悲观的定价观点确定性增强-China Clean Tech_ Corporate day takeaway_ Higher conviction on our more bearish than consensus pricing view into 2026E

12 January 2026 | 7:27AM CST Equity Research On Jan 5-9, we hosted 12 renewable companies and two industry experts covering Solar, Wind, and Operators at our China Renewables Corporate Day. Most discussions were related to price outlook and anti-involution measures into 2026. Since the Central Commission for Financial and Economic Affairs (CCFEA) meeting on July 1st 2025 where building a "united national market" and regulating disorderly price competition and excessive competition among producers were calle ...