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光伏、風電股集體走強 非化石能源發電裝機規模及比重預計將首次超過煤電

光伏、風電股今日集體走強,風電股中,新風光、高瀾股份等股漲停,金雷股份漲18%,永福股份漲13%;光伏股中,東方日升漲15%,永福股份漲14%,海優新材,首航高科,光大集團等漲停。

 10月22日,中國電力企業聯合會發佈《2021年三季度全國電力供需形勢分析預測報吿》,預計全年全國基建新增發電裝機容量1.8億千瓦左右,其中非化石能源發電裝機投產1.4億千瓦左右。預計年底全國發電裝機容量23.7億千瓦,同比增長7.7%左右;其中,煤電裝機容量11.1億千瓦、水電3.9億千瓦、併網風電3.3億千瓦、併網太陽能發電3.1億千瓦、核電5441萬千瓦、生物質發電3600萬千瓦左右。非化石能源發電裝機合計達到11.2億千瓦左右,佔總裝機容量比重上升至47.3%,比2020年底提高2.5個百分點左右,非化石能源發電裝機規模及比重預計將首次超過煤電。

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