昱能科技(688348.SH):微逆目前進入了非常好的成長期
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“微逆今後幾年的市場增速及中長期發展的展望。”,公司回覆稱,微逆目前進入了非常好的成長期。過去微逆成長動力來自於各國的安全規範標準和用户的安全意識的提升。另外微逆的成本下降也有刺激作用,我們已經推出了八體的微逆。現在陽台是增量的市場,會帶來更多的微逆需求。而且陽台的市場空間非常大。特別是中國還有日本、韓國都有大量的陽台。陽台的好處是一個新的市場,和屋頂光伏的也是不衝突的,而且只有微逆適合這個市場。
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