华泰证券：美拟起草对华逆变器禁令
2026-07-03 00:16:28
新闻称美国正起草对华逆变器禁令，限制对象为联网光伏+储能逆变器，预计未来由美国联邦通讯委员会（FCC）实施。 据36氪报道，华泰证券认为，若相关政策落地，或仍聚焦“通信与联网安全”；国内逆变器企业对美出口设备已去除相关联网设备、仅提供逆变功能，且部分企业或不在限制范围内。
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