8月出口数据：光伏延续“量增价减”，逆变器环比提升

Export Data Summary - In August 2024, the export value of domestic photovoltaic modules and batteries was $2.437 billion, a year-on-year decrease of 27.6$22.667 billion, down 30.8% year-on-year, while the cumulative export quantity was 4.944 billion units, up 27.6% year-on-year[1] Regional Performance - In August, the export value to Latin America increased to $303 million, up 9.19$970 million, down 6.51%; Europe saw $950 million, down 7.76$120 million, down 15.10%[1][2] Inverter Export Data - The export value of inverters in August 2024 was $861 million, a year-on-year increase of 24.78$5.652 billion, down 25.64% year-on-year, while the cumulative export quantity was 35.7035 million units, down 3.37% year-on-year[3] Regional Inverter Performance - In August, inverter exports to Europe totaled $382 million, up 23.06$266 million, down 6.30%, affected by seasonal installation delays; Latin America had $101 million, up 4.13$60 million, up 16.04%[4] Investment Recommendations - Despite the increase in export volume of photovoltaic modules and batteries, prices have not improved due to European policy impacts, lower energy prices, and international trade barriers, leading to a continued decline in export value[5] - Inverter exports are expected to see sustained growth due to improving overseas market demand, particularly in Europe and emerging markets, with potential for significant growth in Q4[5]