The core data of this paper: enterprise income, gross profit margin and R&D investment.
1, all-round comparison of leading enterprises in photovoltaic inverter industry in China.
At present, Huawei and Sunshine Power Supply Enterprises in China are the leading enterprises in the photovoltaic inverter industry and occupy a leading position in the global market. From the perspective of business operation, Huawei's total revenue will exceed 600 billion yuan in 2020, of which the revenue of photovoltaic inverter business will not exceed 10%, while the revenue of sunshine power supply is small, but its photovoltaic inverter business will account for more than 40%. From the perspective of product layout, Huawei mainly focuses on a series of photovoltaic inverter products, while the product layout of sunshine power supply is relatively complete, and it has layouts in various application scenarios such as homes, industrial and commercial roofs, and large power stations.
Note: The market share of PV inverter shipments in the domestic market refers to the data of 2020, and the year of 20021has not been announced.
2. Sunshine power supply: the layout history of photovoltaic inverter business.
1997165438+1October 28th, the sunshine power supply was established; In 2003, China's first photovoltaic grid-connected inverter with complete intellectual property rights was successfully connected to the grid in Fengxian, Shanghai, breaking the foreign monopoly; 20 1 1, 1 1, the enterprise was successfully listed on the Shenzhen Stock Exchange; 20 18, Sunshine Power India Factory was put into production.
Up to now, Sunshine Power Supply Co., Ltd. has developed into a national key high-tech enterprise focusing on research and development, production, sales and service of new energy power supply equipment such as solar energy, wind energy, energy storage and electric vehicles. The main products are photovoltaic inverters, wind power converters, energy storage systems, new energy vehicle drive systems, surface photovoltaic equipment, and smart energy operation and maintenance services. , and is committed to providing world-class clean energy life cycle solutions.
3. Sunshine power supply: business layout and operation status of photovoltaic inverter.
—— Provide comprehensive solutions for photovoltaic systems with photovoltaic inverters as the core.
Since the establishment of 1997, Sunshine Energy has been committed to the research and development and production of photovoltaic system equipment with photovoltaic inverter as the core, providing first-class comprehensive solutions for photovoltaic systems for users all over the world.
At present, the company's specific business includes photovoltaic inverter, wind power converter, energy storage system, new energy vehicle drive system, ground photovoltaic equipment, charging equipment, power station investment and development, etc. In the first half of 200212002, the operating income of the company's photovoltaic inverter and other power equipment was the highest, accounting for more than 40% of the total operating income; Followed by power station development investment, accounting for more than 30%.
-The global market layout has been gradually improved, and the proportion of overseas income has increased year by year.
Since its inception, Sunshine Power has established a global development strategy. At present, 20+ molecular companies have been built overseas, with more than 60 global service centers and more than 180 authorized service providers, and the cumulative capacity of power stations exceeds 220GW. Products have been sold in batches to more than 50 countries and regions around the world/kloc-0.
In the first half of 200212002, the company's overseas sales revenue surpassed that of Chinese mainland for the first time. In the future, the company plans to continue to deepen the global market, promote the global layout of inverter, energy storage, power station and other businesses in an orderly manner, focus on improving key capacity building such as global marketing, service and financing, strengthen the global supporting capacity system, and enhance global influence.
-The number of R&D personnel in the enterprise accounts for 40% of the total number.
From the perspective of R&D investment, in the first half of 2002 169 new patents were granted by enterprises, and 539 new patent applications were filed. The total investment in research and development exceeds 500 million yuan, accounting for over 5% of revenue; The number of R&D personnel accounts for 40% of the total number. Generally speaking, the investment level of R&D enterprises is relatively high.
4. Sunshine Power Supply: Analysis of the business performance of photovoltaic inverter.
-The total revenue of photovoltaic inverter business exceeded 7 billion yuan.
In recent years, the revenue of photovoltaic inverter business of sunshine power supply has increased year by year, and it will exceed 7 billion yuan in 2020; Judging from the proportion of photovoltaic inverter business in total revenue, it has shown an increasing trend since 20 19. Reflect the improvement of enterprise photovoltaic inverter business.
-The gross profit margin of photovoltaic inverter business remained above 30%.
In the past five years, the gross profit margin of the enterprise's photovoltaic inverter business was higher than the overall comprehensive gross profit margin of the enterprise, and the gross profit margin of the photovoltaic inverter business remained above 30%, which reflected the high profit level of the enterprise's photovoltaic inverter business and greatly supported the profit growth of the enterprise.
-Photovoltaic inverter shipments ranked second in the global market.
From the layout of photovoltaic inverter products, the layout of solar power supply has covered the main product types in the market, including micro, series and centralized photovoltaic inverter products, with power ranging from 8 to 8 ~ 8~8800kW, and covered various application scenarios such as household, distributed and large-scale ground/water photovoltaic power generation.
From the global market share of photovoltaic inverter shipments, from 2016 to 2020, Sunshine Power ranked second in the world. In 2020, the global market share increased by 5.5 percentage points, further narrowing the gap with Huawei, which ranked first.
-ranked first in global frequency conversion brand financing.
In 2020, Bloomberg New Energy Finance investigated the financing of inverter brands by issuing questionnaires to investors of global renewable energy projects. Among them, Sunlight Power was selected as the "inverter brand with the most financing value in the world" with 65,438+0,000% of the votes, reflecting that Sunlight Power is easier to help project developers obtain bank financing and is conducive to binding long-term customer groups. This brand of inverter enjoys high recognition in the international market.
5. Development planning of photovoltaic inverter business.
In the future, global green energy will usher in a new era of leap-forward development, promote the strong development of photovoltaic inverter market, continue to strengthen the attractiveness of the industry, and the market competition pressure of Sunshine Power Company will further increase. To this end, enterprise planning will continue to increase R&D innovation and strengthen core competitive advantages; Continue to deepen global strategic deployment and focus on business depth; Promote the coordinated development of photovoltaic, wind power and hydrogen storage, strengthen organizational capacity, expand the global leading position, and realize the rapid and sustainable growth of enterprises.
The above data comes from the Analysis Report on Market Foresight and Investment Strategic Planning of China Photovoltaic Inverter Industry by Forward-looking Industry Research Institute.