CITIC Securities Research Report states that after the EU IAA Act, funding support for projects involving Chinese inverters will be tightened. The new policy, while not a supporting detailed rule, is consistent with the direction of the IAA. The impact mainly affects Eastern European centralized projects financed at the EU level, while Western European market-oriented and solar-storage projects are less affected. Combined with the IAA, the local promotion in Europe is progressing slowly, with a short-term gap still existing, and supply chain localization may be gradually realized after 2028–2030; there is room for exemption and flexibility in implementation, and the global market is becoming increasingly dispersed. In the long term, the global competitiveness remains the core for Chinese companies to respond to policy disruptions.

K-LinePoet

2026-05-05 06:09:38

Création du résumé en cours

CITIC Construction Investment Research report states that, recently, the European Union plans to tighten funding support for Chinese inverter projects following the IAA Act. After in-depth research, CITIC Construction Investment believes that: (1) This new policy is consistent with the direction of the IAA, although it is not part of its supporting detailed rules, it can be regarded as a preliminary step of the bill; (2) The new policy covers projects relying on EU-level financing support, mainly affecting centralized projects in Eastern Europe, while the impact on market-oriented projects in Western Europe and various countries’ behind-the-meter solar storage projects is relatively limited; (3) In conjunction with the IAA, the pace of localizing in Europe is relatively slow, coupled with the existing short-term gaps, it is expected that only after 2028–2030 can a more complete local supply chain be gradually realized, and the bill retains exemption space, member states’ implementation also has flexibility, plus the inverter global market is becoming increasingly decentralized. In the long term, global competitiveness remains the core key for Chinese enterprises to respond to policy disturbances. (People’s Financial News)

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