野村-中国储能系统:美国政策对中国储能企业影响更新,OBBBA框架下的MACR与安全港:关联中国的储能企业潜在影响及调研-Update on US policy impact on China ESS firms:MACR and Safe Harbours under OBBBA:potential implications and surveys on-20260306.docx

野村-中国储能系统:美国政策对中国储能企业影响更新,OBBBA框架下的MACR与安全港:关联中国的储能企业潜在影响及调研-Update on US policy impact on China ESS firms:MACR and Safe Harbours under OBBBA:potential implications and surveys on-20260306.docx

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6March2026ChinaenergystoragesystemGlobalMarkets

6March2026

EQUITY:TECHNOLOGY

UpdateonUSpolicyimpactonChinaESSfirms

MACRandSafeHarboursunderOBBBA:potentialimplicationsandsurveysonPRC-linkedESSfirms

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