2025‑12‑05 Market Update – Sungrow Power Supply
- Stock Code: 300274.SZ
- Exchange: Shenzhen Stock Exchange
- Sector: Industrials – Electrical Equipment
- Close Price (2025‑12‑04): 182 CNY
- 52‑Week Range: 52.98 – 209.88 CNY
- Market Capitalisation: 377 324 470 272 CNY
- Price‑to‑Earnings Ratio: 24.66
Trading Activity
On 5 December 2025, the Sungrow Power Supply shares advanced 2.68 % to a closing price of 186.27 CNY. The movement contributed to a 0.90 % gain in the Battery Theme Index (931719), where Sungrow is a constituent component. During the trading day, the Battery 50 ETF (159796) recorded a 1.05 % rise, with a 14:12‑time turnover of 2.3 亿元 and a 2.53 % intraday turnover rate.
Institutional Flow
Institutional investors displayed net inflows in the broader battery‑related sector. In the broader context of the FTSE Russell China A‑Share indices, the inclusion of Sungrow Power Supply in the FTSE China A50 (effective 22 December 2025) is anticipated to trigger an inflow of passive capital estimated at $8.5 billion by Goldman Sachs. The change is expected to increase the exposure of index‑tracking funds to Sungrow and related battery‑sector peers, potentially supporting further upward pressure on the stock.
Strategic Positioning
Sungrow Power Supply is a leading manufacturer of photovoltaic inverters and energy‑storage systems, supplying a wide range of products such as central and string inverters, medium‑ and large‑capacity storage modules, and integrated monitoring solutions. The company’s portfolio includes the SD200‑B, SH5K‑20, SC500TL, and other storage units that serve utility‑scale PV projects, commercial and residential solar installations, and industrial wind farms.
The growing demand for energy‑storage solutions—particularly in the context of AI data centre (AIDC) infrastructure, where storage capacity is projected to increase sharply through 2030—aligns with Sungrow’s product offerings. Analysts note that the AIDC storage market is expected to reach 209.4 GWh by 2030, with a compound annual growth rate of 52.7 % from 2024 to 2030, providing a potential catalyst for Sungrow’s revenue expansion.
Key Takeaways
| Item | Detail |
|---|---|
| Recent Price Move | +2.68 % on 5 Dec 2025 |
| Index Involvement | Constituent of Battery Theme Index (931719) |
| Index Inclusion | Added to FTSE China A50 (effective 22 Dec 2025) |
| Sector Trend | Battery‑related ETFs and indices showing positive momentum |
| Growth Driver | Expansion of AIDC storage market, aligned with Sungrow’s product lines |
Investors monitoring the battery and renewable‑energy sectors should note Sungrow Power Supply’s recent price appreciation, its forthcoming inclusion in a major market index, and the broader macro‑trend of increasing energy‑storage deployment, particularly within AI‑driven data‑centre environments.
