金吾财讯 | 海通国际发研指，2024年8月我国逆变器出口金额8.61亿美元（同比+24.9%，环比+9.5%），同环比增长明显。出口逆变器数量528.76万台。2024年8月我国组件出口金额22.3亿美元（同比-27%，环比-6%）。该行表示，上周美联储宣布自2020年3月以来首次进行降息，将联邦基金利率目标区间下调50个基点，该行认为，此轮降息将加速光储系统平价，有望刺激海外光储需求的释放。国内方面，江苏省电力交易中心启动分布式新能源聚合参与绿电市场交易试点，明确分布式光伏、风电等新能源可通过直接或聚合方式参与市场，鼓励分布式新能源与聚合商使用电子营业执照办理入市相关业务。该行认为，此举为其他地区提供了光伏发电入市的范式，将加速光伏清洁能源替代进程。此外，光伏产业链方面，多晶硅致密料价格有所上涨，硅片、电池、组件等环节价格保持平稳，8月逆变器出口金额同环比增长明显。该行认为目前市场整体处于周期底部，政策支持导向明确，长期趋势看好。
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