Gelonghui November 29 | Tongrun Equipment (002150.SZ) recently stated during a survey from institutional investors that next year's US ground power plants will be the company's focus, and the main focus will be on the centralized replacement series market and the newly built photovoltaic ground power plant market. Currently, the serial penetration rate of ground power plants in the US market is relatively low. Most of them use centralized inverters. We expect that the US will be like China and Europe in previous years. The penetration rate of string inverters for ground power plants will increase to a certain extent. The company has been preparing for a long time from product design to product certification before this market opportunity.

The promotion of high-power string inverters in US ground power plants is mainly based on the following major advantages: (1) the cost of string products on the operation and maintenance side is greatly reduced, and labor in the US market is higher, so overall cost control will bring a certain cost advantage to owners; (2) the overall power generation capacity of string products is superior to centralized power stations; (3) the BOS cost of ground power stations using string inverters will also have certain advantages.