全面构网时代,阳光电源再一次引领逆变器技术革命!

Core Insights - The photovoltaic (PV) investment logic has undergone significant changes due to the advancement of electricity market reforms, with the introduction of the "Document No. 136" pushing PV pricing into a market-oriented era, allowing PV to compete with other energy sources [2][3] - The rapid growth of PV installations poses challenges to grid stability, necessitating upgrades in inverter technology to support the evolving energy landscape [2][3] Industry Changes - As of April 2023, China's renewable energy generation capacity has surpassed 2 billion kilowatts, with wind and solar combined capacity reaching 1.53 billion kilowatts, indicating substantial room for growth in renewable energy's contribution to total electricity generation [2] - The increasing penetration of renewable energy sources like wind and solar requires them to actively support grid stability, moving away from the previous model of generating power only when conditions are favorable [2][3] Technological Advancements - The inverter, as a core component of PV systems, is undergoing a technological revolution, with the launch of the 1+X 2.0 modular inverter by Sungrow, which is designed to meet the new demands of the grid-connected era [2][3] - The 1+X 2.0 modular inverter features rapid inertia output of 5 milliseconds and enhanced capabilities for transient overvoltage suppression, showcasing significant upgrades in adaptive performance for both strong and weak grid conditions [3][5] Product Features - The modular design of the 1+X 2.0 inverter allows for flexibility in application, with a single unit power as low as 800 kW and the ability to connect up to 12 units for a total of 9.6 MW, making it suitable for various project sizes [5] - The inverter's maintenance efficiency has improved by 70% compared to previous models, with features such as AI fault diagnosis and easy replacement processes that do not require specialized equipment [5] Market Position - Sungrow has been a leader in inverter technology innovation, with over 75% of its projects globally adopting modular solutions since 2021, and this proportion is expected to increase further [5][6] - The company emphasizes a long-term value creation approach through continuous technological innovation, maintaining a strong market presence with its inverters being recognized for their reliability and efficiency [6]