重磅政策：國家后期太陽能光伏發(fā)電板塊后市怎么走？
     10月27日，光伏概念盤中持續(xù)拉升，截至發(fā)稿，曉程科技、上海電力、華能國際等8股漲停，新風(fēng)光、福能股份、海優(yōu)新村等多股紛紛跟漲。近段時間以來，隨著碳達(dá)峰碳中和目標(biāo)的推進(jìn)，光伏行業(yè)迎來多重利好刺激。此外，國家能源局在《關(guān)于2021年風(fēng)電、光伏發(fā)電開發(fā)建設(shè)有關(guān)事項(xiàng)的通知》中已確定2021年戶用光伏5億元補(bǔ)貼額度，預(yù)計(jì)補(bǔ)貼標(biāo)準(zhǔn)約每千瓦時3分錢，戶用光伏仍將保持較快增長。西部證券認(rèn)為，限電政策目前對光伏硅料產(chǎn)能影響有限，雙控政策下光伏短期或?qū)⒊袎?，但長期向好趨勢不變。國泰君安則表示，光伏板塊的整體表現(xiàn)和市場對光伏的需求預(yù)期強(qiáng)相關(guān)，每一輪板塊行情上漲，都是對需求預(yù)期的不斷強(qiáng)化。當(dāng)前行業(yè)需求的持續(xù)性已得到證實(shí)，光伏已進(jìn)入強(qiáng)勁的平價需求階段，該機(jī)構(gòu)判斷光伏板塊將迎來二次行情啟動。在能源央企積極介入戶用光伏的背后，是今年戶用光伏的迅猛發(fā)展。
      今年1-8月，我國光伏新增裝機(jī)22.05GW，同比增長45%，其中戶用光伏裝機(jī)9.52GW，占比達(dá)43%，同比增長140%，已達(dá)2020年全年裝機(jī)10.1GW的94%，同期非戶用光伏裝機(jī)12.53GW（包括集中式電站和工商業(yè)分布式電站），同比增長12%。戶用光伏，已成為推動光伏裝機(jī)的主力。

Heavy policy: national late solar photovoltaic plate market how to go?

October 27, the photovoltaic concept continued to pull up, as of press time, Xiaocheng Technology, Shanghai Electric Power, Huaneng International and other 8 shares trading limit, new Scenery, Funeng Shares, haiyou New village and other shares have followed up. Recently, with the promotion of carbon peak carbon neutrality, the photovoltaic industry has welcomed multiple positive stimuli.In addition, the National Energy Administration in the "Notice on 2021 Wind power, photovoltaic power Development and Construction of relevant matters" has determined the 2021 household photovoltaic subsidy quota of 500 million yuan, the subsidy standard is expected to be about 3 cents per KWH, household photovoltaic will still maintain rapid growth. Western Securities believes that the power restriction policy currently has a limited impact on photovoltaic silicon capacity. Under the dual control policy, photovoltaic may be under pressure in the short term, but the long-term positive trend remains unchanged.Guotai Junan said that the overall performance of the photovoltaic plate and the market demand for photovoltaic is expected to be strongly related to each round of rising plate prices, is the continuous strengthening of demand expectations. The sustainability of current industry demand has been confirmed, photovoltaic has entered a strong parity demand stage, the agency judged that photovoltaic plate will usher in the second market start. Behind the active involvement of the central energy enterprises in household pv is the rapid development of household PV this year.

From January to August this year, China's new photovoltaic installed capacity is 22.05GW, up 45% year on year, of which household photovoltaic installed capacity is 9.52GW, accounting for 43%, up 140% year on year, has reached 94% of the annual installed capacity of 10.1GW in 2020, the same period of non-household photovoltaic installed capacity is 12.53GW (including centralized power stations and industrial and commercial distributed power stations), That's up 12% from a year ago.Household photovoltaic has become the main force to promote photovoltaic installation.