China’s A-share solar inverter sector weakened on July 1, with Sungrow Power Supply (300274.SZ) dropping nearly 20% intraday and ending down more than 13%, taking its market capitalization below 300 billion yuan, according to Jiemian News. Ginlong Technologies (300763.SZ) closed down 8.67%, while GoodWe (688390.SH), Sineng Electric (300827.SZ), Deye (605117.SH) and Airo Energy (688717.SH) also fell. Several listed companies told Jiemian News they had heard market rumors about potential overseas market access restrictions for inverter products, but said no policy has been formally implemented and key details such as scope, timeline and enforcement remain unclear. Sungrow said its inverters exported to the US and other markets do not have remote design or wireless communication functions and meet relevant standards. Ginlong said its US business is under 100 million yuan and expects limited direct impact; Deye said the US accounts for about 2%-3% of its sales. Citing Great Wall Securities data, the report said China’s inverter exports totaled about $943 million in May 2026, up 13.66% year-on-year and 0.63% month-on-month, with export volume at about 4.5719 million units.