中国新能源行业发展趋势与投资机遇
文章摘要:双碳“1+N”政策体系的构建与更新为新能源行业的发展提供了政策支持。技术创新和产业规模化效应带来的降本增效有利于推动新能源行业高速发展。“十四五”期间,预计光伏和风电年均装机量达75吉瓦和45吉瓦。光伏行业硅料供应预计持续紧张,电池片随N型技术成熟成本降低趋势明显,组件一体化降本优势显现。风电行业风电装机规模快速增长,风机大型化降本是长期趋势,产品技术升级为中长期成长提供支撑。随着补贴政策退坡,新能源汽车行业从政策驱动转向市场驱动,电动化渗透... 展开
Abstract:The construction and update of the carbon peaking and carbon neutrality “1+N” policy system provide strong support for the development of the new energy industry. The cost reduction and efficiency increase brought by technological innovation and economies of scale lead to the rapid development of new energy industry. During the “14th Five-Year Plan” period,photovoltaic and wind power installations are expected to reach an annual ... 展开