昱能科技(688348.SH):美國的户儲系統的認證週期比較長
格隆匯9月4日丨有投資者向昱能科技(688348.SH)提問:美國市場三四季度是否會出現以往的季節性的反彈?
昱能科技回覆:由於美國利率政策調整對居民的消費有一定的影響,加州地區光伏新規的出台對美國的光伏安裝量有一定的影響,但進一步刺激了儲能市場的應用。這是已經發生了,對於三四季度來説,微逆的成長基本上還是比較穩定的,或者説沒有太大的變動,公司希望有二個加分項,一個就是户儲系統,美國的户儲系統的認證週期比較長,儲能逆變器和電池之間的組合也有認證要求,這些工作我們上半年都已經完成了,希望是我們下半年的加分項。另外一個就是我們在工商業光伏系統中三相微逆的推廣沒達預期,這有一個市場培育和教育過程。下半年會有一個加分。美國市場是需要一個多品種多系列產品的成長。
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