Chad Phang's comment on JSSOLAR. All Comments

Chad Phang
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People looking at JSSOLAR as just another solar EPCC player might be missing something, LSS6 = solar + a big BESS component, JSSOLAR already building BESS experience with Huawei.Connect the dots
Fiona Auery
If you know how to connect the dots you will realize the Huawei partnership puts them way ahead of the pack when LSS6 kicks in and everyone starts chasing that BESS integration margin.
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Simon Reyes
Huawei partnership is the real game changer because once LSS6 launch, their BESS tech advantage go make them the undisputed king of margin while the others still struggling to catch up.
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