According to the statistics of "Grassroots Photovoltaic" in "202 1 China Inverter Market Analysis Report", there are currently eight inverter listed companies in the A-share market, namely Sunshine Power (300274), Jinlang Technology (300763), Shangneng Electric (300827), Goodway (688390) and Ke Hua Data.
In addition, listed companies TBEA (600089) and Chint Electric (60 1877) have inverter business. Easy to (300376), Infineon (002334) and Hyde Control (002 184) also have inverter business, but they are not mainly engaged in inverters.
As for unlisted companies, Huawei Smart Photovoltaic is still NO 1 of global inverter shipments. In addition, non-listed companies such as Guruiwatt, Hemai, maiden voyage New Energy and Sanjing Electric are also competitive. Among them, Hemai, who is good at micro-inversion, is planning to land in science and technology innovation board.
As for Maoshuo Power Supply (002660), which once set foot in the inverter business, the control right has changed hands and has faded out of the inverter market. According to industry statistics, there are about 20-30 inverter brands active in the domestic market at present.
Big waves wash sand. The rest of these inverter brands are kings in the industry.
It is understood that the reshuffle of the domestic frequency conversion industry is more intense, generally once every two years and once every three to five years. In the calendar reshuffle, let alone domestic brands such as Maoshuo Power Supply and Omnik were eliminated, and even internationally renowned brands such as General Electric and ABB could not stand the test of "washing healthier".
Specifically, in the process of price war, Siemens transferred solar energy business, Saikang Technology closed down, and carraro almost disappeared; Emerson, which once ranked second in China's market share, transferred its inverter business to Shangneng Electric, and Bosch Group, the world's leading technology and service provider, announced its complete withdrawal from the photovoltaic industry.
Since then, Schneider, ranked 480th in the 20 18 Fortune 500, said that he would quit the centralized photovoltaic inverter business and only be a distributed inverter. 2065438+On July 9, 2009, the former photovoltaic inverter giant Swiss ABB officially announced its withdrawal from the photovoltaic inverter business in official website; General Electric Company (GE) is hard to find in the inverter market.
At the same time, during the period of 20 12-202 1, some domestic inverter brands were also eliminated in the knockout stage. Nanjing Guanya and Yihe New Energy have gradually faded out of public view. After the introduction of the new photovoltaic policy of 2015.3 1 8, Omnik, Maoshuo Power Supply, Shenzhen Jingfuyuan and Shanghai Zhaoneng fell behind again.
65438+On the morning of February 3, 2020, Maoshuo Power, Jinan Industrial Development Investment Group and Maoshuo Power Technology Co., Ltd. held a merger signing ceremony, and the agreement stipulated that the production and development group would contribute to obtain the actual control of the listed company. Omnik went bankrupt the other day because of insolvency. The first reshuffle: During 2008-20 1 1 year, domestic enterprises flocked to China, and some foreign brands withdrew from the market. The domestic Golden Sun Project has made a number of large machinery enterprises such as Sunshine Power Supply. Moreover, after this round of reshuffle, China Megavolt, once a smash hit&; Love index attracted the attention of German brand SMA, and 20 12 was directly acquired by SMA.
The second reshuffle: from 20 12 to 20 13, domestic enterprises won the price war. What remains unchanged is that the reshuffle is still dominated by price wars. Sunlight Power, Shangneng Electric and other enterprises with technology and manufacturing strength in large machine manufacturing have led the reshuffle of this industry. During this period, small machine enterprises such as Guruiwatt, Goodway and Sanjing Electric mainly focused on foreign markets.
The third reshuffle: 2065 438+04-2065 438+06, the strong entry of Huawei, the shrinking changes of foreign markets and the implementation of the domestic leader plan prompted the third reshuffle of the frequency conversion market. After shuffling, Sunshine Power, Huawei and Shangneng have occupied more than 80% of the market share of ground power stations. Especially after 20 15, the foreign photovoltaic market has changed, and domestic distributed poverty alleviation has gradually emerged, and enterprises such as Jinlang, Yingweiteng, Guruiwatt, Goodway and Sanjing Electric have gradually returned to China.
At the 2065 438+02 SNEC exhibition, some insiders made statistics and 439 inverters participated. By 20 13, there were only 286 companies left, and from April 20 13, only about 40 companies appeared in the domestic procurement bidding of photovoltaic inverters, and only a handful of companies were active in more than 50% of domestic bidding projects. SNEC Exhibition 20 18 may be the last photovoltaic feast before 5.3 1 New Deal, with about 80 inverter companies participating.