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SHE:300274.SZ 5 November 2025 - 8 February 2026

Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial
Shell’s Surprise Hedge Deal Supercharges Bulgaria’s Battery Boom — and Sends a Big Signal to Europe’s Power Markets

Shell’s Surprise Hedge Deal Supercharges Bulgaria’s Battery Boom — and Sends a Big Signal to Europe’s Power Markets

Sunotec signed a five‑year, cross‑border spread hedge with Shell Energy Europe B.V. covering 600+ MWh of Bulgarian BESS now under development. The hedge locks in price spreads across borders and underwrites merchant revenue for the assets, which are planned to reach COD by Q2 2026. Enery Portfolio Optimisation helped arrange the deal. Sunotec calls it “among the first of its kind in Central Eastern Europe.” SeeNews+1
Shell’s Surprise Hedge Deal Turbocharges Bulgaria’s Battery Boom — Sunotec Locks 5‑Year Price Shield on 600+ MWh; Sungrow Secures 2.4 GWh Supply

Shell’s Surprise Hedge Deal Turbocharges Bulgaria’s Battery Boom — Sunotec Locks 5‑Year Price Shield on 600+ MWh; Sungrow Secures 2.4 GWh Supply

On Nov. 4, Sunotec announced a cross‑border spread hedge with Shell Energy Europe for its Bulgarian 600+ MWh BESS. The arrangement, facilitated by Enery Portfolio Optimisation, gives the project long‑term price certainty by locking in revenues against market spreads between bidding zones. Sunotec says the facility is already under development and aims to reach COD in Q2 2026. Renewables Now
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Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
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Constellation Energy

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#3 BUY ON PULLBACK

Cheniere Energy

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Walt Disney

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AIG

NYSE: AIG 88 / 100
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