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南網能源(003035.SZ):認為未來集中式和分佈式將並舉推動光伏裝機規模持續快速增長
格隆匯 05-24 17:41

格隆匯5月24日丨南網能源(003035.SZ)於2023年5月23日接受機構調研,問答環節中,就“公司如何看待光伏行業未來發展?未來集中式和分佈式佔比會有怎樣的變化?”,公司回覆稱,在國家“雙碳”目標的驅動下和能源“雙控”機制的倒逼下,“十四五”期間我國新能源發展或迎來爆發期,按照到2025年我國非化石能源消費佔比約20%預測,“十四五”期間,光伏年均新增裝機規模或將達到約90GW。相關數據顯示,2021年全國光伏分佈式電站新增裝機容量首次超過集中式電站。2022年集中式、分佈式光伏新增裝機容量分別為36.29GW、51.11GW,在新增光伏裝機容量中佔比分別為41.52%、58.48%,分佈式光伏成為光伏裝機增長的主要驅動力。國家政策的加持,並隨着硅料供給大幅釋放後硅料及組件價格有望回落,從而刺激集中式光伏需求,國內大容量裝機項目有望加速推進;另外整縣整區推進政策進一步激發了工商業分佈式和户用光伏潛在需求,我們認為未來集中式和分佈式將並舉推動光伏裝機規模持續快速增長。

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