【华泰证券:逆变器长期需求确定性较强 板块龙头业绩存在较强支撑】 华泰证券指出,2025年5月我国逆变器出口额59.7亿元,环比+2.7%;出口数量589.9万台,环比+30.3%,出口至欧洲金额受发货节奏影响环比略减,东南亚地区需求持续强劲。长期来看,各地区停电+电价上涨+风光装机高增仍为需求的核心驱动,华泰证券认为逆变器长期需求确定性较强,光储平价有望进一步打开需求天花板,板块龙头业绩存在较强支撑。

金融界
Jun 24, 2025
华泰证券指出,2025年5月我国逆变器出口额59.7亿元,环比+2.7%;出口数量589.9万台,环比+30.3%,出口至欧洲金额受发货节奏影响环比略减,东南亚地区需求持续强劲。长期来看,各地区停电+电价上涨+风光装机高增仍为需求的核心驱动,华泰证券认为逆变器长期需求确定性较强,光储平价有望进一步打开需求天花板,板块龙头业绩存在较强支撑。

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