05/15/2025, 05:19 AM UTC
从抛售到布局：Enphase重装上阵From Selloff To Setup - Enphase Reloads
1、Enphase将85%的微型逆变器生产转移至美国，降低关税风险并获37.9亿美元IRA补贴，推动2025财年Q1毛利率升至48.9%；2、推出面向商业市场的IQ Battery 10C和IQ9微型逆变器，并拓展欧洲及新兴市场，新增超250亿美元市场潜力；3、中国电池组关税或致Q3毛利率下降6-8%，但计划在2026财年Q2前缓解影响。1. Enphase relocated 85% of microinverter production to the U.S., reducing tariff risks and securing $37.9 million in IRA benefits, boosting Q1 FY25 gross margins to 48.9%; 2. Launched IQ Battery 10C and IQ9 microinverter targeting commercial markets, while expanding in Europe and emerging markets with $25B+ growth potential; 3. Anticipated 6–8% gross margin dip in Q3 due to Chinese cell pack tariffs, with mitigation plans by Q2 FY26.---
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