China’s role in supplying the clean energy transition

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CFA Institute · 8 October 2026 · Expert commentary

CFA Institute’s article draws on Jiajing Sun’s expert commentary on clean-energy supply and demand, capacity adjustment, and the distinction between industry growth and shareholder returns. Her contribution emphasizes company-specific technology, governance, competitive positioning, and valuation.

This is a contribution of expert commentary to a CFA Institute feature, not an authored research paper.

Read the article at CFA Institute