Inverter can giant layout on the same parity or promote, sunlight, accelerate the transformation

Solar photovoltaic (pv) net news: recently, overseas two inverter giants have announced the 2018 results report. According to SMA 2018 results briefing, photovoltaic inverter shipments of about 8 all the year round. 5 gw, flat with 2017, 2018 sales of 7. 6. 1 billion euros. Spain inverter giant Ingeteam company announcement said, photovoltaic inverter shipments of 3 in 2018. 85 gigawatts (gw), from 2017, 1. 44 gw a 267% rise in shipments.

and domestic inverter company sunshine power 18 years, according to the preliminary results released full-year earnings 10. 24. 2 billion yuan, belong to the mother net income for 800 million - 8. 500 million, fell by 17% ~ 22%. In 2018, according to guosen securities earnings forecast analysis sun power inverter revenue of 35. 3. 6 billion yuan, inverter sales at home and abroad of 11 respectively. 02GW、4. 92 gw, benefit from overseas market demand, the company in the fourth quarter of inverter shipment recover significantly, is expected to ship overseas inverter rose more than 30%.

in 2018, because 531 policy makes the sudden downturn in the photovoltaic market, more and more China pv enterprises enter the international market. It is worth noting that the inverter two enterprise can the sun power and electric capacity, almost at the same time to enter the Indian market.

in July 2018, the power supply in bangalore, India factory, the factory can produce up to 3 gw, mainly in the face of India market production and shipment. Less than a month of time, to electrical also announced the first annual production capacity of 3 gw pv inverter factory formally put into production, centralized/distributed type inverter and group string type inverter for 1 each. 5 gw of capacity.

on promoting new products, two companies also. Sun power launched China's centralized, the world's first set of string type 1500 v inverter, and provides the corresponding solutions, and promote the front-runner in the third batch of 1500 v technology is widely used in project, through 1500 v + big square, superb with advanced photovoltaic system solutions, reduce KWH cost up to 10%. Can

on electric unveiled its first to large ground station clients 500 kw power centralized photovoltaic inverter products, after successively introduced a 250 kw, 630 kw of power centralized photovoltaic inverter series products. With the change of market demand, the company continues to increase spending on research and development has launched the 1500 v MW level high voltage large capacity concentrating photovoltaic inverter products. In raising the efficiency of the photovoltaic inverter at the same time reduces the cost, make the company photovoltaic inverter product gross margin level maintained at about 30%.

according to statistics, in the third leading guodian photovoltaic projects, to electrical bid winning 11, including nine centralized-distributed inverter blocks, two centralized inverter blocks, a total size of 460 mw, accounting for 30% of the installed capacity than close to project. Sun power the winning bid four string type inverter. From public figures, the front-runner in the third project, can the sun power supply, electric photovoltaic inverter in the third batch of occupies large proportion in the leader.

review domestic photovoltaic market in 2018, pv inverter market mainly centralized inverter and still set of string type inverter is given priority to, miniature and distribution type inverter is small. With the rapid development of distributed photovoltaic market in the photovoltaic power station group in tandem centralized inverter of improving environment, set of string type inverter market in 2018 accounted for up to 60. 4%.

in addition, centralized-distributed photovoltaic inverter than centralized inverter ascension MPPT control effect, and compared with the set of string type inverter solution has low construction cost. Therefore, the future market share of present a rising trend year by year.

domestic pv market affected by the policy change, however, although the 2018 overseas pv market keeps growing, but the industry profitability as a whole, the two companies inverter business are affected by different degree.

the sun power supply company, according to preliminary results the mother company in 2018 net profit for 800 million - 8. 500 million, fell by 17% ~ 22%. Among them, the photovoltaic subsidies, as well as financial product revenue, is expected to impact on net profit of about 1. 100 million yuan.

and inverter, EPC based power system integration business growth advantage, sun power booster of 1500 v power generation technology from the first batch of pilot leader base to the third batch of wide application, reduce KWH cost up to 10%. Future sunlight is expected with the aid of advanced inverter power supply solutions, at the same time provide third party operations for photovoltaic power station customers service, the traditional inverter, EPC, diversion, their business operations platform development for a third party.

to have been the main centralized inverter on electrical/distribution type, photovoltaic market in the past year as the group of string type inverter market continues to boom, set of string type more than centralized inverter market share, to a certain extent can influence on the electrical market share and revenue.

it was reported that as China's first national building code for fire protection certification of photovoltaic enterprise, micro-nano electrical co. , LTD. , hefei Gu Longcan technology manager, engineering manager jiang kun and so on a number of technical experts to participate in the formulation of the standard.

at the end of 2018, to electrical again recruit IPO, the can target on energy storage PCS project, planning to raise production capacity of 500 mw energy storage converter, 300 MWH storage integrated system project. Can according to the electric in the first half of 2018, according to data storage product revenue for 176. 160000 yuan, or 0 of the company's revenue. 48%, although the energy storage business has not yet been a breakthrough, but under the acceleration of parity on the Internet, through the help from capital markets, or will promote to electrical accelerate the conversion of energy storage layout strategy.