微逆頭部企業(yè)出貨量的起伏,表明行業(yè)已經(jīng)進(jìn)入產(chǎn)品為王的階段,新老玩家迎來了正面肉搏戰(zhàn)。
作為全球第一大重地,歐洲微逆去年總體出貨量依然保持增長,特別是以天技新能源為代表的新勢力進(jìn)入,為當(dāng)?shù)厥袌鲈鎏砹烁嗟淖償?shù)與活力。
據(jù)潮電智庫了解,天技新能源的行業(yè)首創(chuàng)并離網(wǎng)“微逆+微儲(chǔ)”產(chǎn)品去年大賣,并已在歐洲大批量出貨,成功打開了海外需求新缺口。
不僅如此,天技新能源獲得了石雀投資和友前資本等知名投資機(jī)構(gòu)的青睞,目前已經(jīng)完成Pre-A輪融資,募資金額近千萬元。其中,慧眼獨(dú)具的石雀投資是行業(yè)內(nèi)的知名硬科技投資機(jī)構(gòu)。石雀投資及其投資團(tuán)隊(duì)曾經(jīng)孵化過包括新能源和信息科技在內(nèi)的眾多硬科技項(xiàng)目,其中已有多個(gè)企業(yè)提交上市申報(bào)并實(shí)現(xiàn)IPO上市發(fā)行。此次石雀投資的加入,也將推進(jìn)天技新能源獲得其已投企業(yè)的生態(tài)圈產(chǎn)業(yè)資源,助力企業(yè)更快地發(fā)展壯大。
天技新能源銷售總經(jīng)理李文科認(rèn)為,在海外游戲規(guī)則透明與公平的環(huán)境下,產(chǎn)品硬實(shí)力是決勝關(guān)鍵。微逆市場仍處于增長快車道,但大家不會(huì)再像前兩年那樣輕松躺賺,競爭點(diǎn)會(huì)集中于經(jīng)濟(jì)、穩(wěn)定、高適配性的用戶體驗(yàn)。
而這,也正是天技新能源提出今年要在歐洲實(shí)現(xiàn)5億元銷售目標(biāo)的底氣。
今年6月,公司將攜新品逆變器參加全球太陽能專業(yè)展覽會(huì)Intersolar Europe 2024。
單機(jī)可離網(wǎng)微逆,對標(biāo)并致力于超越Enphase
天技新能源在產(chǎn)品質(zhì)量和效率等方面已逐步追趕上Enphase,并推出更為簡潔的操作運(yùn)維系統(tǒng)。
公司微逆可以根據(jù)電網(wǎng)和負(fù)載的情況自動(dòng)切換并網(wǎng)和離網(wǎng)兩種工作模式,并有單機(jī)實(shí)現(xiàn)離網(wǎng)功能,功率涵蓋400W-10KW。此技術(shù)方案目前在全球?qū)儆谑讋?chuàng),目前處于領(lǐng)先地位。
在光伏儲(chǔ)能領(lǐng)域,相比Enphase通過三級能量轉(zhuǎn)換AC耦合實(shí)現(xiàn)儲(chǔ)能,天技新能源通過兩級能量轉(zhuǎn)換DC耦合來實(shí)現(xiàn)光伏儲(chǔ)能功能,把能效提得更高,性價(jià)比更高。針對歐洲地區(qū)研發(fā)的逆變器可實(shí)現(xiàn)零饋電,完全自發(fā)自用,目前在歐洲已經(jīng)形成龐大的用戶群體。
天技新能源堅(jiān)持采用一機(jī)多用的設(shè)計(jì)理念,優(yōu)化產(chǎn)品的電器和結(jié)構(gòu)性能,以差異化方式參與市場競爭,并通過適配大功率組件,從電路設(shè)計(jì)以及軟件算法等方面提高了功率密度,采用器件復(fù)用的方式,提高了整個(gè)系統(tǒng)的安全性和效率,降低了安裝和和運(yùn)維成本,為客戶提供最優(yōu)的光伏儲(chǔ)能用電方案。
歐美二連響,聯(lián)手頭部上市制造商
天技新能源不斷拓寬銷售網(wǎng)絡(luò)全球化,加強(qiáng)渠道布局,剛進(jìn)入歐洲市場時(shí),就非常注重和經(jīng)銷商協(xié)同服務(wù)反應(yīng)速度,提升售前和售后本地化服務(wù)。在成立后的一年時(shí)間里,公司就已在歐洲實(shí)現(xiàn)千萬級銷售額。
基于美國相關(guān)法案對于中企的限制,天技新能源和其投資的美國本土公司合作,組建美籍團(tuán)隊(duì)負(fù)責(zé)運(yùn)營事項(xiàng),并計(jì)劃簽約偉創(chuàng)力作為公司美標(biāo)產(chǎn)品的代工商。
天技新能源瞄準(zhǔn)安裝快捷這個(gè)用戶偏好,旗下逆變器采用一體化設(shè)計(jì),無需經(jīng)認(rèn)證的專業(yè)電工上門安裝,節(jié)約用戶的安裝成本。公司為美國市場專門定制研發(fā)的新品已通過美國經(jīng)銷商多項(xiàng)嚴(yán)格測試,正在籌備美國認(rèn)證。
European Micro-Inverters Return to Productivity Competition, This Industry Dark Horse Aims for 500 Million in Revenue
The fluctuations in the shipment volume of those micro-inverter leading companies indicate that the industry has entered a stage wher “the product is king”, new and veteran players have ushered in a head-on battle.
As the world’s largest markets, the overall shipment volume of micro-inverters in Europe continued to grow last year, especially with the entry of new forces represented by TENTEK, adding more variables and vitality to the local market.
According to Chaodian, TENTEK’s industry-first off-grid ‘micro-inverter+ micro-storage’ product sold well last year and has been shipped in large quantities in Europe, successfully opening up a new gap in overseas demand.
Not only that, TENTEK has won the favor of well-known investment institutions such as ROCK SPARROW INVESTMENT and Shenzhen Youqian Private Equity Fund Co., Ltd, and has completed Pre-A round financing, raising nearly ten million Chinese Yuan.
The insightful ROCK SPARROW INVESTMENT is a well-known hard technology investment institution in the industry. ROCK SPARROW INVESTMENT and its investment team have incubated many hard technology projects, including new energy and information technology, among which multiple companies have submitted listing applications and achieved IPO issuance. The addition of ROCK SPARROW INVESTMENT will also promote TENTEK to obtain the industrial resources of its invested companies, helping the company to grow and develop faster.
Kevin Lee, the Sales General Manager of TENTEK, believes that in an overseas environment wher the rules of the game are transparent and fair, the hard strength of the product is the key to victory. The micro-inverter market is still on the fast track of growth, but everyone will no longer make easy money as they did in the past two years. The competition will focus on economic, stable, and highly adaptable user experience.
This is also the confidence behind TENTEK’s proposal to achieve a sales target of 500 million Chinese Yuan in Europe this year.
In June of this year, the company will bring its new inverter products to participate in the global solar professional exhibition, Intersolar Europe 2024.
Standalone Off-Grid Micro-Inverter, Benchmarking and Striving to Surpass Enphase
TENTEK has gradually caught up with Enphase in terms of product quality and efficiency, and has launched a more streamlined operation and maintenance system.
The company’s micro-inverters can automatically switch between grid-connected and off-grid modes depending on the grid and load conditions, and have standalone off-grid capabilities, with power coverage from 400W to 10KW. This technical solution is currently a global first and is in a leading position.
In the field of photovoltaic energy storage, compared to Enphase, which achieves energy storage through three-stage energy conversion AC coupling, TENTEK achieves photovoltaic energy storage functions through two-stage energy conversion DC coupling, raising energy efficiency and price-to-value ratio. The inverters developed for the European region can achieve zero-feed electricity, completely self-generated and self-used, and have formed a large user group in Europe.
TENTEK insists on adopting a multi-purpose design concept, optimizing the electrical and structural performance of the product, participating in market competition in a differentiated way, and improving power density from circuit design and software algorithms, etc., by adapting to high-power components. By reusing devices, it improves the safety and efficiency of the entire system, reduces installation and maintenance costs, and provides customers with the optimal photovoltaic energy storage electricity solution.
Combining European and American markets, joining hands with leading listed manufacturers
TENTEK is continuously expanding its global sales network and strengthening its channel layout. When it first entered the European market, it paid great attention to the speed of service response in cooperation with dealers, and improved pre-sales and after-sales localization services. Within a year of its establishment, the company has achieved tens of millions of sales in Europe.
based on the restrictions of relevant U.S. laws on Chinese enterprises, TENTEK cooperates with its invested U.S. local companies, forms a U.S. team to handle operations, and plans to sign a contract with FLEX as the OEM for the company’s U.S. standard products.
TENTEK targets the user preference for quick installation. Its inverters adopt an integrated design, which does not require certified professional electricians to install, saving users’ installation costs. The new products specially developed for the U.S. market have passed multiple strict tests by U.S. dealers and are preparing for U.S. certification.