ROTH Investor Tour to Meet with ~20 Solar Power and Clean Technology
Companies on Booth Tours and Facility Visits
NEWPORT BEACH, Calif.–(BUSINESS WIRE)–ROTH Capital Partners (ROTH), www.roth.com
, a full-service investment bank focused on serving emerging growth
companies and their investors, today announced that it will host its
6th Annual China Solar Tour in Shanghai on June 3-6, 2019.
The event is held in conjunction with SNEC – 13th Annual
International Photovoltaic Power Generation and Smart Energy Exhibition
& Conference, one of the largest annual solar & smart energy
conferences/expos in the world.
This invitation-only event, which will be hosted by ROTH’s Cleantech
Senior Research Analysts Philip Shen and Craig Irwin, will provide an
opportunity for industry executives and institutional investors to meet
and exchange views on the latest industry trends & issues.
“We are at the beginning of a new era of solar: Subsidy-free economic
demand. We expect this to be a key theme in the current upcycle as we
believe the industry has quietly reached the Holy Grail inflection point
of unsubsidized demand. This will result in future solar cycles becoming
increasingly more driven by the global economic cycle, rather than
individual country subsidy policies. We are already starting to see
subsidy-free green shoots of demand throughout the world, especially in
Europe, and eventually throughout the world. Moreover, we expect the
industry structure to consolidate at an accelerating pace as many
companies will likely not be able to maintain the R&D investment and
capex required to remain profitable and competitive. Our tour is
designed to explore these trends and more to uncover investment
opportunities,” said Jesse Pichel, Managing Director – Cleantech
Investment Banking at ROTH.
“Additionally, this year we are touring some of the largest EV and
battery module suppliers to the Chinese Electric vehicle supply chain.
China is the largest producer and end market for electrical vehicles.”
According to Mr. Shen, “We expect industry visibility to improve
commensurate with less and less dependence on country subsidy policies
and more and more demand supported by non-subsidy enabled economics.
This improved visibility, in our view, will lead to multiple expansion
for the overall sector over time. We believe investors do not fully
appreciate this yet, but we expect this to be a theme for years to come.
That said, marginal China is still critical to the current solar cycle.
With the SNEC Power Generation and Smart Energy Expo as the largest
solar and storage conferences in the world, we expect our booth tour at
SNEC to provide investors with insight into how China’s growth could
drive near-term supply/demand dynamics as well as how this new era of
subsidy-free economic demand will sustain the industry for years to
“We plan to meet with companies representing each step of the power
generation and smart energy value chain, including: (1) Upstream
polysilicon producers; (2) Midstream wafer, cell, and module
manufacturers; (3) BOS/Inverter suppliers; (4) Equipment manufacturers;
(5) Downstream players; (6) Energy Storage, Hydrogen Energy and Fuel
Cell Technology Companies, and (7) Industry experts.”
Craig Irwin will be giving two speeches during the SNEC Conference and
EXPO. The closing keynote on June 4th titled “Energy
Storage: Emerging Paradigms in Transportation and Utility” during
the sub event named 2019 Int’l Energy Storage and Hydrogen & Fuel
Cell Engineering Technology Conference. On June 5th,
during the 8th Global Green Energy and PV Financial Summit, Mr.
Irwin will be on a panel titled “Green finance: What are the various
options available and how are they supporting industry growth?”. For
details on the SNEC agenda and panels, see – http://www.snec.org.cn/HomePage.aspx?lang=en.
This trip will include booth tours during the SNEC Power
Generation and Smart Energy Expo, which will feature nearly 2,000
companies and exhibitors from over 90 countries, a tour of the Human
Horizons manufacturing facility, and the WM Motor facility
in Shanghai, as well as, a tour of Wuxi Lead Intelligent Equipment
facility in Jiangsu.
Clients interested in attending should contact their ROTH sales
representative or e-mail [email protected].
To learn more or register for SNEC, please visit the event web site at – http://www.snec.org.cn/HomePage.aspx?lang=en.
Our collective cleantech banking team has been involved in ~170
cleantech transactions over the past decade with a total transaction
value of over $16B. (Source – ROTH Capital – 05/17/2019)
ROTH is a founding member of Sustain SoCal (formerly Sustain OC), a
trade association with its roots in cleantech economic growth
that accelerates sustainability in Southern California through
innovation, collaboration and education. ROTH is also a member of Solar
Energy Industries Association (SEIA).
Event sponsors include Business Wire and The Blueshirt Group Asia.
List of participating companies as of this release (As of
|Asia Clean Capital||PRIVATE|
|Canadian Solar Inc.||CSIQ|
|Daqo New Energy Corp.||DQ|
|GameChange Solar LP*||PRIVATE|
|Huawei Technologies Co. Ltd.||PRIVATE|
|JinkoSolar Holding Co., Ltd.||JKS|
|Longi Green Energy Technology||SSE: 601012|
|Singapore Solar Exchange||PRIVATE|
|Tianjin Zhonghuan*||SZ: 002129|
|Tongwei Co., Ltd||SH: 600438|
|Wuxi Lead Intelligent Equipment||SZSE: 300450|
|Xinyi Glass||HK: 00968|
*Invited as of 05/23/2019
About Roth Capital Partners, LLC:
ROTH Capital Partners, LLC (ROTH), is a relationship-driven investment
bank focused on serving emerging growth companies and their investors.
As a full-service investment bank, ROTH provides capital raising, M&A
advisory, analytical research, trading, market-making services and
Headquartered in Newport Beach, Calif., ROTH is privately-held and owned
by its employees, and maintains regional offices throughout the U.S. For
more information on ROTH, please visit www.roth.com.
Investor and Media Contact:
ROTH Capital Partners
Director of Marketing, [email protected]