光伏概念震荡反弹 上能电气涨超10%

Core Viewpoint - The photovoltaic sector is experiencing a rebound, with significant gains in companies involved in energy storage and inverters, particularly Shuneng Electric, which saw an increase of over 10% [1] Group 1: Market Performance - The photovoltaic concept showed a fluctuating rebound, with Shuneng Electric leading the gains by rising over 10% [1] - Other companies such as Tongrun Equipment reached a daily limit increase, while Yangguang Electric Power, Laplace, Airo Energy, and Goodwe also performed strongly [1] Group 2: Industry Insights - According to a report from CICC, inverters represent a segment within the solar storage field that has a favorable business model and high return on equity (ROE) [1] - The demand for commercial storage has significantly increased, and the inventory depletion in household storage has reached a bottom, indicating a positive trend for inverter manufacturers [1] - The second quarter is expected to see a quarter-on-quarter increase in shipments for inverter manufacturers, reflecting a sustained positive fundamental trend [1]