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光伏板塊逆勢上漲 隆基股份一度漲近6%
格隆匯10月20日丨光伏板塊今日逆勢走強,其中,隆基股份一度漲近6%,通威股份一度漲近4%,中環股份漲近5%,晶澳科技漲超7%,特變電工、邁為股份等漲超5%。全球共迎碳中和,歐美持續加碼。此前,美國能源部發布太陽能前景研究報吿,預計2035年累計光伏電站760-1000GW,光伏發電佔比40%左右;2050年累計光伏電站1050-1570GW,光伏發電佔比45%左右。據此計算,2021-2025年年均裝機規模需超30GW,2025-2030年需超60GW,相比2016-2020年年均裝機的13.6GW顯著增長。另外,提升光伏裝機目標已成共識,此前歐洲將可再生能源約束目標從32%提高至40%,對應2030年歐盟光伏新增裝機從45GW提高至100GW左右。據此,長江證券認為2025年全球新增光伏裝機規模有望達到400-450GW,年均複合增速預計近30%,且存在上調空間。
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