PCS供应告急？汇川技术50GW储能基地投产

Group 1 - The core viewpoint of the article highlights the supply crisis in the energy storage PCS (Power Conversion System) market, driven by increased demand and supply chain challenges [3][7][9] - The delivery cycle for large PCS units (≥3.45 MW) has extended from 45 days to 75 days, resulting in a price increase of approximately 10%-15% for domestic and international large-scale PCS [7][9] - Major companies like Sungrow, Huawei Digital Energy, and Nari Technology are operating at over 90% capacity utilization, while smaller firms face significant delays due to IGBT module shortages [3][7] Group 2 - In response to the supply challenges, Inovance Technology has launched a 50GW energy storage PCS production base in Xi'an, which is expected to become a leading facility globally [9][11] - The Xi'an facility has a total investment of around 1 billion yuan and aims for an annual revenue of 8 billion yuan upon reaching full capacity [11] - Inovance Technology is also focusing on product innovation, planning to release new high-power PCS inverters and has secured significant contracts, including a 1.2GW project in Australia [11]