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中国光伏:专家电话会议- 限电情况持续改善,2028 年国内需求将迎来拐点-China Solar_ Expert Call takeaway_ Expert expects improving curtailment to drive China demand inflection in 2028
2026-06-24 10:30
23 June 2026 | 7:10AM CST Equity Research CHINA SOLAR Expert Call takeaway: Expert expects improving curtailment to drive China demand inflection in 2028 We hosted an expert call to discuss China Solar demand outlook on Jun 22. The speaker has specialized in PV policy analysis and industry research since 2017, serving as a consultant for leading Chinese renewable companies and government agencies. Key takeaways include: i) China's solar installations are projected to decrease by 26% YoY in 2026, with a cont ...