0842 GMT - SMA Solar Technologies faces a highly favorable scenario if the U.S. and EU decide to implement a ban on Chinese large-scale inverters--electrical devices used in renewable-energy projects--and battery storage systems, Jefferies analysts say in a note. The solar energy equipment supplier's 2H pipeline remains solid due to strong battery energy storage systems demand, and a government ban would force Western developers to find non-Chinese alternatives. Jefferies' upside scenario assumes a more favorable regulatory environment, particularly in the U.S., which supports solid growth in utility scale orders and assumes a significant uptick in storage orders from Europe. "We also anticipate this to lead to a re-rating," the analysts say. Shares are up 10% at 64 euros.(anthony.orunagoriainoff@dowjones.com)

(END) Dow Jones Newswires

July 17, 2026 04:43 ET (08:43 GMT)

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