力合微(688589.SH):公司研發的面向光伏新能源接入的光伏協議轉換器通信模組產品已實現了批量供貨
格隆匯1月11日丨力合微(688589.SH)接受特定對象調研時表示,首先,國網、南網大力發展新型電力系統,推出光伏協議轉換器等新的智能電氣設備技術規範,支撐新型電力系統的電力雙向流動、實時電力交易、光伏發電監測、光伏發電預測業務需求。公司研發的面向光伏新能源接入的光伏協議轉換器通信模組產品已實現了批量供貨。
其次,針對北美市場出口,公司基於自主研發的PLC光伏芯片的光伏組件快速關斷模組率先通過了國際CSA檢測認證機構認證,獲頒發符合光伏組件級快速關斷SunSpec通信規範測試認證證書。出口北美市場基於PLC技術的快速關斷已是強制要求,這一認證的獲得不僅是對公司技術實力的肯定,也進一步鞏固了公司在光伏芯片領域的領先地位。目前已有部分客户已完成基於該芯片整機產品開發,產品完成相關認證後將推向市場。
在國內市場,一方面,我們預計光伏發電對於安全的需求、增加相關PLC芯片產品也將逐步發展為剛需。另一方面,在雙碳的背景下,以及配合十四五規劃的新要求,光伏發電廠對光伏板發電情況的監測與管理需求非常迫切,更加關注光伏發電的效率、運維、管理,光伏能源系統全面數字化。公司將積極推動基於PLC技術的光伏發電監測完整解決方案的現場試驗及試點運行,助力光伏能源系統數字化升級。
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