HouLin Intelligent Engineering Co., Ltd

On April 25th, US photovoltaic giant Enphase released its first quarter 2023 financial report, with a 19.3% drop in stock price due to a continuous decline in energy storage battery shipments.

Enphase is a US company engaged in photovoltaic micro inverters and household energy storage business. Its financial report shows that the company's Q1 revenue increased by 64% year-on-year to $726 million, with net profit nearly doubling from $51.8 million to $146.8 million, and gross profit margin increasing from 40.1% in the same period last year to 45%.

但分业务来看，2023年第一季度，Enphase出货了约480万台微型逆变器，总计1957MWdc，其中65%为IQ8型号。而其户用储能电池方面，尽管该公司已开始向荷兰、法国、奥地利和瑞士以及北美、德国和比利时的客户发货，其IQ电池出货量从2022年第四季度的122.1MWh降至102.4MWh，该公司预计在第二季度的储能电池出货量为80-100MWh，这意味着储能业务可能会连续三个季度下降。