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晶科能源(688223.SH):預計2023全球組件市場規模有望超過500GW

格隆匯8月16日丨有投資者向晶科能源(688223.SH)提問:下半年國內外光伏組件的需求?

晶科能源回覆:對市場需求保持樂觀,隨着原材料和組件價格降價,國內部分低價訂單價項目重新激活。國外市場同樣由於價格變動原因,高價ppa安裝啟動加速,低價訂單也有較好轉化。中期來看,中國、美國、歐洲仍是光伏主要市場,而很多新興市場爆發力較好,中東、拉美等可以支撐市場需求持續向好。預計2023全球組件市場規模有望超過500GW,2024年有望達到600-650GW。

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