以下沉產(chǎn)業(yè)鏈為根基，潮電智庫特選出逆變器行業(yè)系列明星產(chǎn)品進行拆解，旨在通過展現(xiàn)內(nèi)部核心結(jié)構(gòu)件及成本占比，為中國供應(yīng)鏈找到更準確的商機落點。
繼陽光電源、古瑞瓦特、固德威、Enphas等廠牌逆變器產(chǎn)品之后，本期拆解主角為錦浪科技GCI-3P25K。
該逆變器特點為三相輸出，最大效率大于98.8%；采用大尺寸彩屏液晶，以及精確的MPPT算法；實現(xiàn)4路MPPT接入。戶外型IP65保護等級，支持RS485、WiFi、GPRS等多種通訊手段。
錦浪科技GCI-3P25K是目前潮電智庫拆解系列中，電感、PCB板、連接器、變壓器等國產(chǎn)件用得最多的逆變器產(chǎn)品。其中電感/變壓器均由伊戈爾主供；PCB板、連接器分別由建滔和豐年科技供應(yīng)。
散熱器一直是日企的優(yōu)勢領(lǐng)域，GCI-3P25K美蓓亞供應(yīng)了該器件；MOSFET則換莊自另一芯片大廠意法半導(dǎo)體；英飛凌、德州半導(dǎo)體、愛普科斯等則為逆變器核心結(jié)構(gòu)件的老面孔。
錦浪科技主要從事組串式逆變器研發(fā)、生產(chǎn)、銷售和服務(wù)，主營業(yè)務(wù)為并網(wǎng)組串式逆變器和儲能組串式逆變器，去年全球銷量為94.23萬臺。
公司表示，作為最早進入國際市場的國內(nèi)組串式并網(wǎng)逆變器企業(yè)之一，要始終堅持“國內(nèi)與國際市場并行發(fā)展”的全球化布局，積極開拓英國、荷蘭、澳大利亞、墨西哥、印度、美國等全球主要市場。數(shù)據(jù)顯示，2022年錦浪科技海外營收占比55.26%。
今年第一季報錦浪科技延續(xù)增長態(tài)勢，營收16.54億元,同比上升50.09%；凈利潤3.24億元,同比上升97.27%。
Supply chain analysis of JINLONG GCI-3P25K: Half Localization of Supply Chain with Inductors/Transformers Sourced from the Same Manufacturer
In a recent analysis conducted by Chao Dian , the focus was on the inverter industry, with the aim of showcasing the internal core components and cost distribution to pinpoint more accurate business opportunities for China's supply chain.
Following the supply chain analysis of inverters from prominent brands such as Sungrow, Growatt, GoodWe, and Enphase, the spotlight is now on Jinlong GCI-3P25K.
The Jinlong GCI-3P25K inverter is distinguished by its three-phase output, boasting an impressive maximum efficiency of over 98.8%. Equipped with a large-sized color LCD screen and precise MPPT algorithms, it also enables 4-channel MPPT access. With an IP65 outdoor protection rating, it supports various communication options, including RS485, WiFi, and GPRS.
Among the supply chain analysis series conducted by Chao Dian, the Jinlong GCI-3P25K inverter stands out as one of the most widely used products featuring domestically-produced components such as inductors, PCB boards, connectors, and transformers. The inductors and transformers are supplied by Igor, while Jiantao and Fengnian Technology provide the PCB boards and connectors, respectively.
Regarding heat dissipation, a domain wher Japanese companies have traditionally excelled, the GCI-3P25K utilizes heat sinks supplied by minebeamitsumi. The MOSFET is sourced from another major chip manufacturer, STMicroelectronics, while companies like Infineon, Texas Instruments, and Epcos provide other core structural components of the inverter.
Jinlong Technology is primarily engaged in the research, production, sales, and service of string inverters for grid-connected and energy storage applications, and their global sales volume reached an impressive 942,300 units last year.
The company emphasizes a "parallel development in both domestic and international markets" approach, and as one of the earliest domestic string inverter enterprises to enter the international market, Jinlong Technology is actively expanding its presence in major global markets, including the United Kingdom, the Netherlands, Australia, Mexico, India, and the United States. Notably, their overseas revenue accounted for 55.26% in 2022.
In the first-quarter report of this year, Jinlong Technology continued its growth momentum, achieving remarkable results with revenue reaching 1.654 billion yuan, marking an impressive year-on-year increase of 50.09%. Furthermore, their net profit surged to an impressive 324 million yuan, demonstrating a substantial year-on-year increase of 97.27%. These results underscore the company's robust position and potential in the competitive market.
