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山西证券:3月光伏新增装机同比增长124.4% 逆变器出口额同、环比增长
Zhi Tong Cai Jing· 2025-04-25 08:04
Core Insights - The domestic photovoltaic industry is experiencing significant growth, with a 124.4% year-on-year increase in new installations in March 2025, totaling 20.2 GW [1] - The inverter export market is also showing positive trends, with a 6.8% year-on-year increase in March 2025 [2] - Solar power generation in March 2025 has increased by 8.9% year-on-year, contributing to 5.37% of the total industrial power generation in China [3] Group 1: Domestic Photovoltaic Installations - In March 2025, the domestic photovoltaic new installations reached 20.2 GW, marking a substantial year-on-year growth of 124.4% and a quarter-on-quarter decline of 48.7% [1] - Cumulative new photovoltaic installations from January to March 2025 totaled 59.7 GW, reflecting a year-on-year increase of 30.5% [1] Group 2: Component and Inverter Exports - In March 2025, the export value of photovoltaic components was 176.6 billion yuan, showing a year-on-year decrease of 22.7% but a quarter-on-quarter increase of 47.7% [1] - Cumulative component exports from January to March 2025 amounted to 460.8 billion yuan, down 28.5% year-on-year [1] - In March 2025, inverter exports reached 45.4 billion yuan, with a year-on-year increase of 6.8% and a quarter-on-quarter increase of 39.5% [2] - Cumulative inverter exports from January to March 2025 totaled 122.1 billion yuan, reflecting a year-on-year growth of 6.6% [2] Group 3: Solar Power Generation - In March 2025, the solar power generation in China was 41.77 billion kWh, representing an 8.9% year-on-year increase [3] - The total power generation in March 2025 was 7780.2 billion kWh, with various energy sources showing different growth rates [3]