电力设备行业跟踪报告：逆变器出口：整体环比回升亚欧市场表现较好

电力设备沪深30090%80%70%60%50%40%30%20%0%-10%电力设备沪深30090%80%70%60%50%40%30%20%0%-10%表现较好；欧洲出口环比保持增长，英国市场明显回升，波兰市场保持高增长；北美市场需求回升，同环比高增长；拉美出口环比小幅回升，同比微降；非洲市场整体稳定，同环比正增长；大洋洲出口金额升，同比保持稳定增长，亚欧市场表现较好，环比明显回升。同比增长25.59%，整体出口规模环比回升，同比实现增长。分国家来有所分化，环比明显回升；阿联酋则持续下滑。我国对德国、荷兰、英国、波兰逆变器出口金额兰市场出口金额环比大幅回升，同比维持高增长，表现相对亮眼。中，对美国市场出口金额为1.53亿元，环比上升44.33%，同比增长东、浙江、安徽、江苏逆变器出口金额分别为22.76、19.90、6.14、+42.53%、-29.79%、+32.45%。从省份表现看，广东、浙江出第3页 4 42.1亚洲地区：沙特市场高增长，印度、巴基斯坦市场环比回升 4 62.3其他地区：市场景气分化，大洋洲市场环比有所回落 7 8 9 9 4 5 5 5 5 5 6 6 6 7 7 7 7 8 8 8 8 9 990.0080.0050.0040.0050.00%-50.00%-100.00%元，分别同比+1260.99%、-69.20%、+48.12%、-39.09%。整体来看，亚洲市场在4月第5页速5.004.504.003.503.002.502.001.501.000.500.002023032023052023072023032023052023072023092023112024012024032024052024072024092024112025012025032025052025072025092025112026012026034000.00%3500.00%3000.00%2500.00%2000.00%1500.00%1000.00%500.00%0.00%-500.00%4.504.00500.00%400.00%-100.00%-200.00%6.005.004.003.002.001.000.00202303202305202303202305202307202309202311202401202403202405202407202409202411202501202503202505202507202509202511202601202603350.00%300.00%250.00%200.00%150.00%100.00%50.00%0.00%-50.00%-100.00%5.004.504.003.503.002.502.001.501.000.500.00202303202305202303202305202309202311202401202403202405202407202409202411202501202503202505202507202511202601202603600.00%400.00%300.00%200.00%100.00%-100.00%-200.00%荷兰、英国、波兰逆变器出口金额分别为6.19、10.97、1.75、1.36亿元，分别同比 9.008.007.006.005.004.003.002.001.000.00202303202305202303202305202307202309202311202401202403202405202407202409202411202501202503202505202507202509202511202601202603400.00%350.00%300.00%250.00%200.00%150.00%100.00%50.00%0.00%-50.00%-100.00%-150.00%30.0025.0020.0015.0010.00 5.000.00202303202305202307202303202305202307202309202311202401202403202405202407202409202411202501202503202505202507202509202511202601202603350.00%300.00%250.00%200.00%150.00%100.00%50.00%0.00%-50.00%-100.00%-150.00%2.001.801.601.401.201.000.800.600.400.200.00202303202305202303202305202307202309202311202401202403202405202407202409202411202501202503202505202507202509202511202601202603150.00%100.00%50.00%0.00%-50.00%-100.00%2.000.800.600.400.200.00202303202303202305202307202309202311202401202403202405202407202409202411202501202503202505202507202509202511202601202603400.00%350.00%300.00%250.00%200.00%150.00%100.00%50.00%0.00%-50.00%-100.00%亿元，环比上升44.33%，同比增长23.41%。整体来看，北美市场需求在3月走弱后再度反弹，同环比均出现明显回升。年4月我国对巴西、墨西哥逆变器出口金额分别为1.87亿元、0.80亿元，分别同比-同比-34.50%、+70.64%。国对澳大利亚逆变器出口金额为3.26亿元，环比下降25.3.503.002.502.001.501.000.500.00202303202305202303202305202307202309202311202401202403202405202407202409202411202501202503202505202507202509202511202601202603120.00%100.00%80.00%60.00%40.00%20.00%0.00%-20.00%-40.00%-60.00%-80.00%9.008.007.006.005.004.003.002.001.000.0020230320230520230320230520230720230920231120240120240320240520240720240920241120250120250320250520250720250920251120260120260380.00%60.00%40.00%20.00%0.00%-20.00%-40.00%-60.00%-80.00%第8页9.008.005.004.00202303202303202305202307202309202311202401202403202405202407202409202411202501202503202505202507202509202511202601202603700.00%600.00%500.00%400.00%300.00%200.00%0.00%-100.00%-200.00%5.004.00350.00%300.00%250.00%200.00%50.00%-50.00%-100.00%35.0030.0025.0020.0015.0010.005.000.0035.0030.0025.0020.0015.0010.005.000.0025.0020.005.000.00200.00%150.00%100.00%50.00%0.00%-50.00%-100.00%20230320230520230720230920231120240120240320240520240720240920241120250120250320250520250720250920251120260120260350.00%-50.00%-100.00%8.006.004.002.000.00202303202303202305202307202309202311202401202403202405202407202409202411202501202503202505202507202509202511202601202603350.00%300.00%250.00%200.00%150.00%100.00%50.00%0.00%-50.00%-100.00%12.0010.008.006.004.002.000.0020230320230320230520230720230920231120240120240320240520240720240920241120250120250320250520250