彭博：全球太阳能组件需求激增

Investment Rating - The report indicates a significant decline in sales for Array Technologies, projecting a drop of more than 50% to approximately $910 million in 2024 due to falling selling prices in the solar-component sector [1]. Core Insights - Despite the anticipated decline in sales, Array Technologies is expected to see an increase in gross margin, potentially exceeding 30$2 billion, which may facilitate a rebound in sales growth [1]. Summary by Sections Installed Capacity - The report highlights a surge in installed capacity for PV trackers, indicating robust demand in the market [1]. Gross Margin - Array Technologies is projected to benefit from the Inflation Reduction Act tax credits, leading to a significant increase in gross margin [3]. Global Demand - There has been a notable surge in global demand for solar modules, contributing to the overall growth in the solar industry [5]. Price Trends - The report notes a sharp decline in global solar-module prices during 2023-2024, which may impact revenue for manufacturers [8].