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Two geopolitical conflicts and their impact on Europe's future energy strategy, bringing opportunities for China:
Core logic: The EU plans to invest an average of 660 billion euros annually in clean energy from 2026 to 2030 (which may continue to increase after the war), with a surge in wind, solar, and storage installations; starting April, the UK will impose zero tariffs on wind turbine components; Germany is increasing wind power investments by 63.6 billion yuan.
Leading companies:
Photovoltaics: LONGi Green Energy (global module leader, 25% market share in Europe), JinkoSolar (28% market share in Europe, N-type technology leader).
Wind Power: Goldwind, Mingyang Smart Energy (notable advantages in offshore wind).
Energy Storage/Inverters: Sungrow (Europe’s largest energy storage market share), Deye (leader in residential energy storage inverters).
Note: Not a recommendation, just a trend indicator.