On April 27th, Sunac Power (300274. SZ) released an investor relations activity record table, stating that the company’s 25 year global energy storage shipment target set at the beginning of the year was 40GWh-50GWh. Currently, there is uncertainty regarding US tariffs, making it difficult to determine the quantity in the US. If the high tariff policy of the United States continues, in the extreme case, it will affect the annual shipment of 4-5GWh compared to the target at the beginning of the year, and the overall shipment impact will be limited. Document No. 136 has little impact on the wind power industry, and both onshore and offshore wind are showing an upward trend in development. In the first quarter of 2025, the company shipped 9GW of wind power converters, a year-on-year increase of over 100%. In addition to wind power converters, the company also has wind power variable pitch, grid simulators, and high-voltage transmission businesses, expanding its wind power business into high-capacity transmission business.
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