金吾财讯 | 华泰证券表示，25年7月我国逆变器出口额65.1亿元，环比-1.2%，出口数量460万台，环比-10.3%，需求在旺季下基本维持高位，欧洲工商储及澳洲户储需求增量较为显著。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，光储平价有望进一步打开需求天花板。该行提到，25年7月出口至欧洲金额达28.31亿元，环比+15.7%，同比+28.1%。欧洲夏季高温天气明显，根据Ember，25年7月欧洲批发电价均价达84.8欧元/MWh，环比+22.1%，高电价有望带动光储需求。从出口单价来看，7月出口至欧洲逆变器单价达3187元/台，环比+13.9%，主要系工商储占比提升。此外，7月24日，中国与欧盟共同发布《中欧领导人关于应对气候变化的联合声明》，声明强调加强绿色低碳技术等领域的双边合作，推动中企深度参与欧洲市场，看好国内企业出海欧洲获得业绩增量。
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