Jan. 20 at 4:09 PM
$CREG If there're too many scalpers we might see a shakeout again. That said, China just reported record electricity consumption in 2025 surpassing 10 trillion kWh - twice as much as US and more than EU, Japan, India, and Russia combined thanks to its transition and growth in renewable energy. China's outlook for solar and energy storage is extremely strong, with massive ongoing capacity additions and significant investment in utility-scale solar and rapidly expanding battery storage.
If management can prove CREG is a real company doing real biz in this sector, market could value it at fair multiples of net cash or BV.
https://www.reuters.com/sustainability/climate-energy/renewables-push-chinas-fossilfuelled-power-into-first-annual-drop-10-years-2026-01-19/
