國家發(fā)改委：加大力度發(fā)展電源側(cè)儲能，支撐風(fēng)光基地開發(fā)消納 
       吉林：全力支持省內(nèi)西部地區(qū)風(fēng)光開發(fā) 
       河南：十四五光伏新增10GW+，重點(diǎn)發(fā)展分布式 本周硅料價(jià)格延續(xù)微漲走勢，根據(jù)硅業(yè)分會數(shù)據(jù)，由3月份國內(nèi)外硅料及硅片企業(yè)生產(chǎn)計(jì)劃測算得國內(nèi)硅料總供應(yīng)量約為6.3萬噸（國內(nèi)產(chǎn)量5.5萬噸，進(jìn)口量0.8萬噸），硅片月預(yù)計(jì)產(chǎn)量在23.6GW左右，因此預(yù)計(jì)3月份國內(nèi)硅料供應(yīng)仍將維持偏緊局面。據(jù)報(bào)道隆基前期被美國扣留的光伏組件已被釋放，天合光能被扣押的大多數(shù)光伏產(chǎn)品也已釋放完畢，美國以新疆問題為由對國內(nèi)光伏企業(yè)的制裁影響有限。另外，根據(jù)全國新能源消納檢測預(yù)計(jì)中心，2022年1月全國光伏利用率為98.3%，同比提升0.1pct，其中蒙西和青海地區(qū)棄光率略高。 
上周電氣設(shè)備板塊上漲3%，繼續(xù)延續(xù)前一周反彈走勢。光伏繼續(xù)強(qiáng)勢反彈。我們認(rèn)為，目前光伏板塊經(jīng)過前期調(diào)整，估值已經(jīng)出現(xiàn)長期投資價(jià)值，建議積極布局光伏板塊。 
短期看，原油及天然氣價(jià)格將維持高位，傳統(tǒng)能源價(jià)格上漲有利于刺激新能源的新增裝機(jī)需求。目前光伏一季度排產(chǎn)情況良好，形成淡季不淡的局面，據(jù)了解，各環(huán)節(jié)排產(chǎn)都接近滿產(chǎn)。長期看，2022年全球光伏新增裝機(jī)有望超過200GW，同比增長30%以上。

National Development and Reform Commission: intensify efforts to develop power side energy storage, support the development and consumption of scenic base  

Jilin: fully support the development of scenery in the western part of the province  

Henan: the 14th five-year photovoltaic increase of 10GW+, focus on the development of distributed  

Continue with silicon material prices this week, according to the silicon industry branch data, silicon and silicon chips enterprises at home and abroad by the march production plan is calculated to total domestic silicon material supply about 63000 tons, domestic production of 55000 tons, 08000 tons of imports, silicon month is expected to yield at about 23.6 GW, therefore is expected in March domestic silicon material supply will remain tight.   It is reported that lonji's photovoltaic modules detained by the US have been released, and most of trina solar's photovoltaic products detained have also been released. The US sanctions on domestic photovoltaic enterprises due to the Xinjiang issue have limited impact.  In addition, according to the National New Energy Absorption Testing and Prediction Center, in January 2022, the national photovoltaic utilization rate was 98.3%, with a year-on-year increase of 0.1 PCT, and the light abandonment rate in Mengxi and Qinghai was slightly higher.  

The electrical equipment sector rose 3 per cent last week, continuing the previous week's rally.  Pv continues to rebound strongly.  We believe that the current photovoltaic sector after early adjustment, the valuation has appeared long-term investment value, it is recommended to actively layout the photovoltaic sector.  

In the short term, crude oil and natural gas prices will remain high, while rising traditional energy prices will help spur new energy demand.  At present, photovoltaic production in the first quarter is in good condition, forming a situation of not weak in the off-season. It is understood that the production of all links is close to full production.  In the long run, the global photovoltaic installed capacity is expected to exceed 200GW in 2022, with a year-on-year growth of more than 30%.