Enphase首席执行官Badri Kothandaraman在美国罗仕证券有限公司（ROTH Capital Partners）的最新网络研讨会上表示，该公司计划在美国新建四至六条微型逆变器生产线。这些生产线预计将新增4.8 GW至7.2 GW的产能。
Kothandaraman表示，该公司相信能够继续保留美国《通胀削减法案》所提供的0.11美元/瓦生产税收抵免（PTC）的大部分，虽然它仍不确定这些抵免将如何支付。他表示，除非能够获得可观的投资回报，并保留50%或更多的PTC价值，否则Enphase不会在美国进行重大生产投资。
Enphase表示，其计划与三家签约制造商合作开发新产能，其中两家是现任合作伙伴。Kothandaraman表示，无论PTC抵免结果如何，该公司都将至少新建三条生产线，以满足预期增长需求。
Kothandaraman表示，Enphase预计美国住宅光伏领域将稳步增长，且欧洲将“高速增长”。他预计，欧洲经济在2021年增长一倍后，2022年将比去年同期增长一倍以上。ROTH预计2023年还有可能再次翻倍，但Enphase管理层制定的指导方针较为保守。
作者：RYAN KENNEDY
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