政策推動 光伏逆變器股集體走強 錦浪科技(300763.SZ)漲超9%
格隆匯11月29日丨A股光伏逆變器股上午集體走強,固德威和錦浪科技漲超9%領漲,上能電氣漲6%,德業股份漲超5%,陽光電源漲超3%,禾望電氣、科士達、科華數據等跟漲。國家能源局綜合司11月26日發佈《關於加強分佈式光伏發電安全工作的通知(徵求意見稿)》,明確提出分佈式光伏要安裝電弧故障斷路器,“反孤島裝置”,並具有安全關斷保護功能,能實現電弧智能檢測和快速切斷功能和反孤島效應。機構認為,高壓直流電弧是導致光伏系統火災的主要原因之一,為提高分佈式光伏的安全性,美國、德國、澳大利亞等國家要求光伏建築系統必須滿足組件級控制,關斷器/優化器+逆變器和微型逆變器都可以實現組件級關斷功能。意見稿雖未直接對直流高壓進行限制,但泛指的“電弧故障斷路器”仍有望提高終端對組件級關斷功能的重視。對安全標準的重視度提高有望進一步擴大龍頭企業的市場份額,並出清產品質量差的二三線小企業。隨着國內對分佈式安全要求的提高,組件級關斷市場需求有望迎來爆發式增長。

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