昱能科技(688348.SH):4月份推出了專門針對DIY市場的EZ1產品系列,預計未來可以在DIY市場取得更大的收穫
格隆匯5月4日丨昱能科技(688348.SH)於2023年04月27日15:30-16:30召開2022年度暨2023年第一季度業績説明會,就“目前歐洲市場的庫存和需求情況如何?”,公司回覆稱,歐洲對光伏的需求尤其户用光伏的需求還是很不錯的。微逆去年開始突然暴發,首先是分佈式光伏系統的自然增長,包括户用屋頂和工商屋頂光伏系統,同時微逆替代組串的滲透率也在不斷提高。另外,歐洲新增了一個特定的應用市場,就是DIY市場。DIY市場跟屋頂市場可以互補,包括陽台、後花園、車庫等。微逆的5大優點,其中一個就是它的靈活性便捷性,特別適合這個應用場景。DIY市場的形成當然有很多原因,包括政策的原因、戰爭的原因。
DIY市場,是從德國興起,目前已蔓延到歐洲的其它國家。德國作為主要的歐洲光伏市場,對其它國家有很好的帶動作用。公司在這個市場做的還不是最好的,我們更多的增量市場還是傳統的屋頂市場或者叫專業市場。DIY市場是一個新增市場,目前還是一個碎片化(銷售)的市場,但它會沉澱下來進行(銷售渠道)整合。4月份公司推出了專門針對DIY市場的EZ1產品系列,預計未來可以在DIY市場取得更大的收穫。
關於渠道商的庫存情況,這跟公司的業務模式有關,就我們分析,我們是以海外子公司當地倉為主的,客户要貨的話,可直接到當地倉提貨就行。客户端不會有許多存貨。而且我們主要是做專業市場,這些市場,他們一般還會比較規範進行訂貨取貨,我們認為我們客户端的庫存量還是保持在一個正常的水平。
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