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光伏逆變器板塊大漲 美國宣佈2025年前户用光伏增730%
格隆匯10月14日丨上能電氣漲20%漲停,科士達、禾望電氣、科華數據漲10%漲停,錦浪科技漲超6%,科陸電子、德業股份漲超5%,固德威漲超4%。消息面上,美國能源部(DOE)近日宣佈了一項新的全國社區太陽能夥伴關係(NCSP)目標,該目標是到使社區太陽能系統2025年能夠為相當於500萬個家庭供電。也就是説到2025年底,美國將比2020年底增加730%的社區太陽能發電。分析師稱,由於是社區應用,因此一般採用單面單玻組件和小型組串式或微型逆變器,這對於背板企業、組串式逆變器以及微型逆變器企業無疑是重大利好。

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