港股異動 | 光伏股集體上漲 預測2022年光伏裝機增至75GW以上
格隆匯12月15日丨光伏股午後繼續拉昇,其中保利協鑫能源漲超14%,協合新能源漲7%,北京能源國際漲3%,信義光能,信義玻璃,水發興業玻璃,福萊特玻璃漲2%,新特能源漲1%。今日,光伏行業協會名譽理事長王勃華在2021年中國光伏行業年度大會上表示,今年以來我國光伏製造端增長勢頭強勁,前三季度多晶硅產量36萬噸,同比增長24.1%,硅片產量165GW,同比增長54.2%;電池產量147GW,同比增長54.6%,組件產量130GW,同比增長58.5%。在量產效率上,2021年PERC單晶電池量產平均轉換效率23.1%,最高達到23.56%。2022年裝機在國內巨大光伏發電項目儲備量推動下,可能增至75GW以上。據瞭解,目前我國光伏發電市場儲備規模雄厚,不完全統計,今年各省光伏電站配置規模(包括部分風電)合計89.28GW,已公佈大基地規模超過60GW。中原證券稱,考慮到國內風光大基地建設、分佈式光伏整縣推進、能耗雙控增加綠電需求以及海外市場的恢復,預計2022年將是光伏裝機的大年。短期板塊估值較高,裝機需求拉動邏輯暫未被證實,板塊波動加大。中期建議圍繞原材料供應緊張緩解,光伏裝機需求提升受益領域佈局。

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