Enphase在变革中的住宅太阳能市场面临挑战

投资观察10-24

1320 ET - Mizuho的分析师表示，Enphase Energy在新的太阳能市场中可能面临困难，因针对房主拥有的太阳能系统的税收抵免将在年底到期。预计2026年住宅太阳能需求将下降20%，市场将逐渐转向第三方拥有的系统。Enphase正在推出自己的房主拥有系统的替代方案，推出了一种混合租赁产品，其成本低于传统的第三方拥有系统。但分析师认为，这种产品对于房主来说可能过于复杂。(nicholas.miller@wsj.com)

（结束）道琼斯新闻社

2025年10月23日 13:20 ET (17:20 GMT)

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