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中國銀河證券:預計後續新能源裝機仍有較大增長空間,我國發電裝機結構將繼續清潔化
格隆匯 06-27 08:16
中國銀河證券表示,5月風光裝機均實現高增長,太陽能單月裝機創歷史新高。5月風電、太陽能新增裝機分別為26.32GW、92.92GW,同比增速分別為801%、388%,裝機高增長主要受到“531”階段性搶裝潮影響,其中太陽能單月裝機創歷史新高。截至5月末,風電、太陽能累計裝機分別為567.49GW、1084.45GW,同比分別增長23.1%、56.9%,佔總裝機比例分別為15.7%、30.0%。展望全年,中電聯預測到25年末,風電、光伏累計裝機將分別達到6.4億千瓦、11億千瓦,據此測算年內風光新增裝機分別為73GW、16GW,後續裝機將隨搶裝結束而階段性放緩。展望遠期,根據2024年12月國家發改委、國家能源局《電力系統調節能力優化專項行動實施方案(2025—2027年)》,到2027年電力系統調節能力顯著提升,支撐2025—2027年年均新增200GW以上新能源的合理消納利用,預計後續新能源裝機仍有較大增長空間,我國發電裝機結構將繼續清潔化。
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