通潤裝備(002150.SZ):明年美國地面電站是公司的重點
格隆匯11月29日丨通潤裝備(002150.SZ)近期在接待機構投資者調研時表示,明年美國地面電站是公司的重點,主要重心在集中式替換組串式市場和新建光伏地面電站市場。目前美國市場地面電站組串式滲透率相對較低,大多都採用集中式逆變器,我們預計,美國會像前幾年的中國和歐洲一樣,地面電站的組串式逆變器的滲透率得到一定的提高,公司在這個市場機遇前從產品設計到產品認證已經做了相當長的準備。
在美國地面電站推廣大功率組串式逆變器主要基於以下幾大優勢:(1)組串式產品在運維端的成本較集中式大幅降低,美國市場人工較高,從整體成本控制會給業主方帶來一定成本優勢;(2)組串式產品的整體發電量要優於集中式電站;(3)使用組串式逆變器的地面電站BOS成本也會有一定優勢。
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