9 June 2026 Equity Research Report China Renewables Equities SNEC takeaways: ESS strong, solar weak China On 3-4 June 2026, during the SNEC (Photovoltaic Power Conference & Exhibition) in Shanghai, we visited the booths of Sungrow (300274 CH), Deye (605117 CH), Sieyuan (002028 CH), Longi (601012 CH), First Applied Material (603806 CH), Eve Energy (300014 CH), S.C New Energy Technology (300724 CH), Laplace Renewable Energy Tech (688726 CH), and Shanghai Geoharbour (605598 CH), and talked to their respective ...