In June 2024, the export volume of solar inverters hit a new high for H1, with the Asian market performing particularly prominently [SMM Analysis]

๊ฒŒ์‹œ๋จ: Jul 30, 2024 13:48
์ถœ์ฒ˜: SMM
Recently, the General Administration of Customs released the import and export data for solar inverters for June 2024.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM ๋ถ„์„] Intersolar 2026 ๋ฆฌ๋ทฐ: ์ •์ฑ…๊ณผ ์ˆ˜์ต์ด ์‹œ์žฅ ๋…ผ๋ฆฌ๋ฅผ ์žฌํŽธํ•˜๋ฉฐ ์œ ๋Ÿฝ PV ์„ฑ์žฅ ๋‘”ํ™”
9์‹œ๊ฐ„ ์ „
[SMM ๋ถ„์„] Intersolar 2026 ๋ฆฌ๋ทฐ: ์ •์ฑ…๊ณผ ์ˆ˜์ต์ด ์‹œ์žฅ ๋…ผ๋ฆฌ๋ฅผ ์žฌํŽธํ•˜๋ฉฐ ์œ ๋Ÿฝ PV ์„ฑ์žฅ ๋‘”ํ™”
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] Intersolar 2026 ๋ฆฌ๋ทฐ: ์ •์ฑ…๊ณผ ์ˆ˜์ต์ด ์‹œ์žฅ ๋…ผ๋ฆฌ๋ฅผ ์žฌํŽธํ•˜๋ฉฐ ์œ ๋Ÿฝ PV ์„ฑ์žฅ ๋‘”ํ™”
[SMM ๋ถ„์„] Intersolar 2026 ๋ฆฌ๋ทฐ: ์ •์ฑ…๊ณผ ์ˆ˜์ต์ด ์‹œ์žฅ ๋…ผ๋ฆฌ๋ฅผ ์žฌํŽธํ•˜๋ฉฐ ์œ ๋Ÿฝ PV ์„ฑ์žฅ ๋‘”ํ™”
์˜ฌํ•ด ๋“ค์–ด ์œ ๋Ÿฝ ํƒœ์–‘๊ด‘ ์‹œ์žฅ์˜ ์„ฑ์žฅ์„ธ๊ฐ€ ๋ˆˆ์— ๋„๊ฒŒ ๋‘”ํ™”๋˜์—ˆ๋‹ค. SMM์€ 2026๋…„ ์œ ๋Ÿฝ ์‹œ์žฅ์˜ ์‹ ๊ทœ ํƒœ์–‘๊ด‘ ์„ค์น˜๋Ÿ‰์ด ์•ฝ 68.5GW๋กœ ๊ฐ์†Œํ•˜๋ฉฐ ์ „๋…„ ๋Œ€๋น„ ์•ฝ 2% ์ค„์–ด๋“ค ๊ฒƒ์œผ๋กœ ์ „๋งํ•œ๋‹ค. ์ˆ˜์š” ๋‘”ํ™”์™€ ํ•จ๊ป˜, EU ์ฐจ์›์˜ ์—ฌ๋Ÿฌ ๊ณต๊ธ‰๋ง ๊ทœ์ œ ์ •์ฑ…์ด ์ง€์† ์ถ”์ง„๋˜๊ณ  ์žˆ๋Š”๋ฐ, ์—ฌ๊ธฐ์—๋Š” ๋„ท์ œ๋กœ์‚ฐ์—…๋ฒ•(NZIA), ์‚ฐ์—…๊ฐ€์†ํ™”๋ฒ•(IAA), ๊ทธ๋ฆฌ๊ณ  ์†Œ์œ„ ๊ณ ์œ„ํ—˜ ๊ตญ๊ฐ€์˜ ์ธ๋ฒ„ํ„ฐ๋ฅผ ๊ฒจ๋ƒฅํ•œ ์ œํ•œ ์กฐ์น˜ ๋“ฑ์ด ํฌํ•จ๋œ๋‹ค.
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[SMM PV ๋‰ด์Šค] ์ง•์ฝ” ์—๋„ˆ์ง€ ์Šคํ† ๋ฆฌ์ง€, ์ธํ„ฐ์†”๋ผ์—์„œ ๋™์œ ๋Ÿฝ ์ง€์—ญ 400MWh๊ธ‰ ์œ ํ‹ธ๋ฆฌํ‹ฐ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ํ”„๋กœ์ ํŠธ ์ˆ˜์ฃผ, Taliva์™€ ํ˜‘๋ ฅํ•ด ์—๋„ˆ์ง€ ์ธํ”„๋ผ ๋ฐœ์ „ ์ถ”์ง„
12์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ์ง•์ฝ” ์—๋„ˆ์ง€ ์Šคํ† ๋ฆฌ์ง€, ์ธํ„ฐ์†”๋ผ์—์„œ ๋™์œ ๋Ÿฝ ์ง€์—ญ 400MWh๊ธ‰ ์œ ํ‹ธ๋ฆฌํ‹ฐ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ํ”„๋กœ์ ํŠธ ์ˆ˜์ฃผ, Taliva์™€ ํ˜‘๋ ฅํ•ด ์—๋„ˆ์ง€ ์ธํ”„๋ผ ๋ฐœ์ „ ์ถ”์ง„
๋” ๋ณด๊ธฐ
[SMM PV ๋‰ด์Šค] ์ง•์ฝ” ์—๋„ˆ์ง€ ์Šคํ† ๋ฆฌ์ง€, ์ธํ„ฐ์†”๋ผ์—์„œ ๋™์œ ๋Ÿฝ ์ง€์—ญ 400MWh๊ธ‰ ์œ ํ‹ธ๋ฆฌํ‹ฐ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ํ”„๋กœ์ ํŠธ ์ˆ˜์ฃผ, Taliva์™€ ํ˜‘๋ ฅํ•ด ์—๋„ˆ์ง€ ์ธํ”„๋ผ ๋ฐœ์ „ ์ถ”์ง„
[SMM PV ๋‰ด์Šค] ์ง•์ฝ” ์—๋„ˆ์ง€ ์Šคํ† ๋ฆฌ์ง€, ์ธํ„ฐ์†”๋ผ์—์„œ ๋™์œ ๋Ÿฝ ์ง€์—ญ 400MWh๊ธ‰ ์œ ํ‹ธ๋ฆฌํ‹ฐ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ํ”„๋กœ์ ํŠธ ์ˆ˜์ฃผ, Taliva์™€ ํ˜‘๋ ฅํ•ด ์—๋„ˆ์ง€ ์ธํ”„๋ผ ๋ฐœ์ „ ์ถ”์ง„
๊ธ€๋กœ๋ฒŒ ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋„ ๊ธฐ์—…์ด์ž ์ง•์ฝ” ์†”๋ผ(์ฃผ)์˜ ์žํšŒ์‚ฌ์ธ ์ง•์ฝ” ์—๋„ˆ์ง€์Šคํ† ๋ฆฌ์ง€๊ฐ€ ์ตœ๊ทผ ๋ฎŒํ—จ์—์„œ ์—ด๋ฆฐ ์ธํ„ฐ์†”๋ผ ์œ ๋Ÿฝ ์ „์‹œํšŒ์—์„œ ์ฒญ์ • ์—๋„ˆ์ง€ ๊ฐœ๋ฐœ์‚ฌ Taliva Energy์™€ ๊ณต์‹ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ•˜๊ณ , ๋™์œ ๋Ÿฝ ์ง€์—ญ์— ์ด 400MWh ๊ทœ๋ชจ์˜ ์ „๋ ฅ๋ง๊ธ‰ ์—๋„ˆ์ง€ ์ €์žฅ ์‹œ์Šคํ…œ ํ”„๋กœ์ ํŠธ ํ˜‘๋ ฅ์„ ํ™•๋ณดํ–ˆ์Šต๋‹ˆ๋‹ค.
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[SMM PV Flash] ์ฒจ๋‹จ ์ œ์กฐ์—…์ด '๋…น์ƒ‰'์œผ๋กœ ๋‚˜์•„๊ฐ€๊ณ  ์žˆ์œผ๋ฉฐ, Canadian Solar Inc.๊ฐ€ Lianxun Instruments์˜ ๋…น์ƒ‰ ์—๋„ˆ์ง€ ์‹œ์Šคํ…œ ๊ตฌ์ถ•์„ ์ง€์›ํ•ฉ๋‹ˆ๋‹ค.
12์‹œ๊ฐ„ ์ „
[SMM PV Flash] ์ฒจ๋‹จ ์ œ์กฐ์—…์ด '๋…น์ƒ‰'์œผ๋กœ ๋‚˜์•„๊ฐ€๊ณ  ์žˆ์œผ๋ฉฐ, Canadian Solar Inc.๊ฐ€ Lianxun Instruments์˜ ๋…น์ƒ‰ ์—๋„ˆ์ง€ ์‹œ์Šคํ…œ ๊ตฌ์ถ•์„ ์ง€์›ํ•ฉ๋‹ˆ๋‹ค.
๋” ๋ณด๊ธฐ
[SMM PV Flash] ์ฒจ๋‹จ ์ œ์กฐ์—…์ด '๋…น์ƒ‰'์œผ๋กœ ๋‚˜์•„๊ฐ€๊ณ  ์žˆ์œผ๋ฉฐ, Canadian Solar Inc.๊ฐ€ Lianxun Instruments์˜ ๋…น์ƒ‰ ์—๋„ˆ์ง€ ์‹œ์Šคํ…œ ๊ตฌ์ถ•์„ ์ง€์›ํ•ฉ๋‹ˆ๋‹ค.
[SMM PV Flash] ์ฒจ๋‹จ ์ œ์กฐ์—…์ด '๋…น์ƒ‰'์œผ๋กœ ๋‚˜์•„๊ฐ€๊ณ  ์žˆ์œผ๋ฉฐ, Canadian Solar Inc.๊ฐ€ Lianxun Instruments์˜ ๋…น์ƒ‰ ์—๋„ˆ์ง€ ์‹œ์Šคํ…œ ๊ตฌ์ถ•์„ ์ง€์›ํ•ฉ๋‹ˆ๋‹ค.
๊ธฐ์—…์˜ ์นœํ™˜๊ฒฝ ์ œ์กฐ ์—ญ๋Ÿ‰๊ณผ ์—๋„ˆ์ง€ ์ด์šฉ ํšจ์œจ์„ ์ง€์†์ ์œผ๋กœ ๊ฐ•ํ™”ํ•ด์•ผ ํ•˜๋Š” ํ•„์š”์„ฑ์— ๋”ฐ๋ผ, Canadian Solar Inc. ์ค‘๊ตญ ๋ถ„์‚ฐ EPCํŒ€์ด ์‹œ๊ณตํ•œ Suzhou Lianxun Instrument Co., Ltd.์˜ 271.32kW ๋ถ„์‚ฐํ˜• ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ •์‹์œผ๋กœ ๊ณ„ํ†ต ์—ฐ๊ณ„๋˜์–ด ๋ฐœ์ „์„ ์‹œ์ž‘ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ์‘ค์ €์šฐ ํ•˜์ดํ…Œํฌ๊ตฌ์— ์œ„์น˜ํ•ด ์žˆ์Šต๋‹ˆ๋‹ค. Canadian Solar Inc.๋Š” ์†”๋ฃจ์…˜ ์„ค๊ณ„, ์—”์ง€๋‹ˆ์–ด๋ง ์‹œ๊ณต, ์ „๋ ฅ ๊ณต๊ธ‰ ์ ˆ์ฐจ, ๊ณ„ํ†ต ์—ฐ๊ณ„ ์Šน์ธ, ์Šค๋งˆํŠธ ์šด์˜ ๋ฐ ์œ ์ง€๋ณด์ˆ˜๋ฅผ ์•„์šฐ๋ฅด๋Š” ์›์Šคํ†ฑ EPC ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•˜์—ฌ, ๊ธฐ์—…์— ์•ˆ์ „ํ•˜๊ณ  ํšจ์œจ์ ์ด๋ฉฐ ์•ˆ์ •์ ์ธ ์นœํ™˜๊ฒฝ ์—๋„ˆ์ง€ ์‹œ์Šคํ…œ์„ ์กฐ์„ฑํ•˜๊ณ  ์ง€์†์ ์œผ๋กœ ๋…น์ƒ‰ ์ €ํƒ„์†Œ ๋ฐœ์ „์„ ์ง€์›ํ•ฉ๋‹ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ์˜ ์ด ์„ค์น˜ ๋ฉด์ ์€ ์•ฝ 2,600mยฒ์ด๋ฉฐ, Canadian Solar Inc.์˜ ๊ณ ํšจ์œจ Nํ˜• ๋ชจ๋“ˆ 456์žฅ์ด ์„ค์น˜๋˜์—ˆ๊ณ , ์ด ์„ค์น˜ ์šฉ๋Ÿ‰์€ 271.32kW์ž…๋‹ˆ๋‹ค. ์„ฑ์ˆ™ํ•˜๊ณ  ์‹ ๋ขฐ์„ฑ ๋†’์€ ์‹œ์Šคํ…œ ์†”๋ฃจ์…˜์„ ์ฑ„ํƒํ•˜์—ฌ, ๊ธฐ์—…์˜ ์•ˆ์ •์ ์ธ ์ฃผ๊ฐ„ ์ „๋ ฅ ์†Œ๋น„ ํŠน์„ฑ์— ๋งž์ถฐ ์ตœ์ ํ™”ํ–ˆ์Šต๋‹ˆ๋‹ค. ์‹œ์Šคํ…œ ์šด์˜ ์•ˆ์ •์„ฑ์„ ๋†’์ด๋Š” ๋™์‹œ์— ํƒœ์–‘๊ด‘ ์ „๋ ฅ์˜ ํ˜„์žฅ ์†Œ๋น„๋ฅผ ์‹คํ˜„ํ•˜๊ณ  ์ „๋ฐ˜์ ์ธ ์—๋„ˆ์ง€ ์ด์šฉ ํšจ์œจ์„ ํ–ฅ์ƒ์‹œํ‚ต๋‹ˆ๋‹ค.
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