Hi Dungiven, great summary, many thanks.
Re the statement:-
"we are in various stages of negotiations with several Chinese partners and the respective provincial governments to establish final assembly capacity within their provinces in exchange for multi-year order commitments"
I took this to mean Fluence would still ship all of the necessary components to the various provincial assembly lines however you have taken
a different interpretation that Fluence will only be providing modules. Have I missed something?
My thoughts are that Fluence, at these provincial assembly centres, would really need to control the quality of all components.
Was something additional said in the briefing?
regards, EB
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Hi Dungiven, great summary, many thanks.Re the statement:-"we...
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