Benefiting from the transformation of the energy structure in the context of carbon neutrality, the installed capacity of renewable energy will increase rapidly, and core electronic components will benefit deeply. Inverter is the core component of new energy power generation equipment. Inverter is a converter that converts DC power (battery, storage battery) into constant-frequency constant-voltage or frequency-modulated and voltage-regulated AC power (usually 220V, 50Hz sine wave). It consists of inverter bridge, control logic and filter circuit. The power generation equipment needs to convert the direct current into alternating current with the help of an inverter, so that the generated electric energy can be integrated into the power grid or used by the load.

Capacitors, inductors, and IGBTs are the core components of the inverter industry chain. The upstream of the inverter industry chain is electronic component suppliers, including semiconductor components, capacitors, integrated circuits, inductors and radiators, etc. The midstream is inverter manufacturers, and the downstream is EPC contractors, terminal power station owners, and integrated installers. It has the characteristics of high technical barriers and wide coverage.