Tashin hankali a Amurkahasken ranashigarwa ya aika da yawahasken ranahannun jari ya ragu.Amma Enphase Energy, wanda ya tashi da kashi 9.5 cikin dari a cikin kasuwancin farko, ya sami hanyar da za a ci gaba da ci gaba, tare da mafi kyawun abin da aka sa ran kashi-kwata na farko da kuma ci gaba a gaba.
Enphase (Ticker: ENPH), wanda ke yin kayan aiki don gidahasken ranatsare-tsare, ya samo hanyar da za ta rage tasirin rugujewar sarkar samar da kayayyaki da ke addabar masana'antar kuma tana kara fadada cikin sauri a Turai don sarrafa tushen tallace-tallace. Baya ga na'urori da ake kira inverters da ke amfani da wutar lantarki da ake samarwa.hasken ranaPanel, Enphase kuma yana siyar da batura da tsarin sa ido na gida waɗanda ke yin gidahasken ranasauki don sarrafawa.
Babban jami’in gudanarwa Badri Kothandaraman ya fada a wata hira da Barron’s bayan rahoton samun kudaden da ya samu a yammacin ranar Talata cewa, kamfanin na sa ran tallace-tallace a Turai ya karu da kashi 40 cikin 100 a kwata na yanzu idan aka kwatanta da kwata na farko.Mutane a fadin Turai na fuskantar tsadar wutar lantarki sakamakon mamayar da Rasha ta yi wa Ukraine, kuma da dama na neman canza sheka zuwahasken ranatsarin tare da ajiyar batir don rage dogaro da gas na Rasha.
"Turawa sun damu sosai game da yanayi," in ji shi. "Halin da ake ciki a Ukraine ya tilasta musu su kasance masu cin gashin kansu.Don haka ba abin da ya dace.”
Abokan ciniki na Turai suma suna da yuwuwar siyan cikakkehasken rana-tsarar wutar lantarki, cikakke tare da kayan aiki don dumama gidaje da cajin motocin lantarki.
"Duk lokacin da mai sakawa a Turai yayi magana akaihasken rana, a zahiri yana nufinhasken ranasel, famfo mai zafi da caja na EV [lantarki],” inji shi.
Fremont, tushen Enphase na Calif har yanzu yana samar da fiye da 80% na kudaden shiga daga Amurka, wanda yayi gwagwarmaya a cikin 'yan kwata-kwata da suka gabata.
Ga yawancin Amurkahasken ranakamfanoni, ba a sami ci gaba kaɗan ba.Takaddar sarkar samar da kayayyaki ya haifar da jinkiri da kuma tsadar farashi ga bangarori da kayan aiki.Binciken kuɗin fito na gwamnatin Biden ya sa wasu kamfanoni jinkirta jigilar kayan aiki kuma zai iya haifar da kayan aiki don ragewa.hasken ranashigarwa a wannan shekara. Jihohin suna la'akari da dokoki don yin nasuhasken ranamanufofin kasa karimci.
Jimlar jigilar inverter na Enphase ya ragu da kashi 6% a cikin kwata idan aka kwatanta da kwata na huɗu.Amma ya sami ci gaba a wasu yankuna.Tsarin tsarin batir na kamfanin ya karu da kashi 20% a cikin kwata, yana taimakawa wajen haɓaka jimlar kudaden shiga ta hanyar 7%. Cinikin ciniki a ƙima mafi girma fiye da yawancin masana'antu, Enphase yana buƙatar zama cikin yanayin haɓaka don tabbatar da ƙimar sa.
Binciken jadawalin kuɗin fito, wanda ya haifar da koke daga Amurkahasken ranaKamfanin kera zargin rashin adalcin gasa daga kamfanonin kasashen waje, shine babban ciwon kai a masana'antar a yanzu. Wannan ya haifar da jinkirin umarni daga manyan kamfanoni.hasken ranamasu sakawa waɗanda ke tsoron za su biya ƙarin, wandaSolarKungiyar Masana'antu ta Makamashi ta ce za ta haifar da raguwar kayan aiki tare da yin barazana ga 100,000hasken ranaayyuka.
Ana sa ran gwamnatin Biden za ta yanke shawara ta farko kan batun nan da watan Agusta, amma idan aka yi la'akari da rashin tabbas da ta haifar, Kotandalaman na fatan za ta hanzarta yanke shawarar. Batun ba shi da wani tasiri a harkokin kasuwancin Enphase fiye da abokan hamayyarsa, in ji shi, saboda Enphase ne. ya fi mai da hankali kan mazauninhasken ranakasuwanci, wanda ba shi da ƙarancin farashi fiye da babban mai amfanihasken ranakasuwanci.Amma duk wani abu da ke cutar da farashin masana'antar yana da matsala.
"Gwamnatin Biden ta goyi bayanhasken rana,” in ji shi.” Abin takaici, abin ya faru da agogon hannunsu don bai kamata ya faru ba.
Lokacin aikawa: Afrilu-29-2022
