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Chinese power stocks slump after US grid ban: is the sell-off warranted?

South China Morning Post 28 August 2026 3h ago
Chinese power stocks slump after US grid ban: is the sell-off warranted?
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Chinese power equipment stocks have tumbled after the United States moved to bar certain foreign-made grid equipment and related software, but some analysts believe the sell-off may have been excessive, with enforcement still uncertain and Chinese firms able to offset the impact in other markets. Sungrow Power Supply, a major Chinese inverter maker, slumped 12.24 per cent on Thursday after US Pres
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