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Huatai Securities: Robust Long-Term Demand Outlook for Inverters, Bolstering Performance of Sector Leaders
2 day ago /
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Author：小编
In May 2025, China's inverter exports surged to RMB 5.97 billion, marking a monthly increase of 2.7%. Concurrently, the export volume reached 5.899 million units, reflecting a robust 30.3% month-on-month growth. While the export value to Europe experienced a slight decline due to shipment timing, demand in Southeast Asia remained resilient. Looking ahead, long-term factors such as power outages, rising electricity prices, and the expansion of wind and solar installations are poised to drive significant demand for inverters. Additionally, the anticipated parity of PV storage systems is expected to further expand the market landscape, providing a solid foundation for sustained performance among leading companies in the sector.
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