前两年，美国路透社网站曾报道，中国计划在戈壁沙漠建设4.5亿千瓦的风电和太阳能发电基地。 中国确实正在沙漠干大事：大规模建设光伏发电站。 和别的国家不同，这些建在沙漠戈壁的光伏电站，除了发电之外，还捎带着种起了水果蔬菜、中药牧草，养起了牛羊鸡鸭，让戈壁沙漠的这些不毛之地变 成了绿洲。 种植，这个中国人刻在基因里的传统，就这样毫无违和感地与现代工业结合在一起。 中国也在以这种方式，改变着自己的大地，向世界输出"绿色能量"。 01 中国在沙漠建最大的"发电站" 2022年12月28日，三峡集团官微发布了一则消息，称全国首个开工建设的千万千瓦级的新能源大基地，在内蒙古的库布齐沙漠开建。 开工仪式 这个全球最大的、在沙漠、戈壁、荒漠地区建设的风电光伏基地，规划的总投资超过了800亿元。 引发彭博社关注的，正是这件事。 在2022年，国家发改委就宣布要在西北的沙漠戈壁上，建设总装机容量4.5亿千瓦的风电和光伏发电基地。 这是个什么规模呢？ 用发改委负责人的原话说，就是"这在我们国家历史上是最大规模的"。相当于20个三峡大坝发电量的总和。 中国2017~2022年光伏发电装机容量持续增长 图片来源：中商产业研究院 曾经被 ...

Core Viewpoint - The photovoltaic (PV) industry is showing signs of recovery after a period of downturn, with expectations for a potential turning point supported by recent market data and industry events [1][3]. Group 1: Market Performance - Since June 27, the photovoltaic ETF has increased by 13%, with major companies like Longi Green Energy and Tongwei Co. also seeing stock price increases despite reporting losses in the first half of the year [1]. - In the first half of 2025, domestic PV installations reached 212.21 GW, a year-on-year increase of 107%, although this was influenced by a rush to install before potential policy changes [4]. - The export performance of PV products has been mixed, with silicon wafer exports down by 7.5%, battery cell exports up by 74.4%, and module exports down by 2.82%. Overall, the export value of PV products has declined for two consecutive years, with a 26% drop in the first half of 2025 [4]. Group 2: Production and Pricing - The production of polysilicon, silicon wafers, battery cells, and modules has shown signs of contraction, with polysilicon production at 596,000 tons, down 43.8% year-on-year, and silicon wafer production at 316.0 GW, down 21.4% [3]. - The average prices of key PV products have significantly decreased compared to their peak prices in 2020, with declines of 88.3% for polysilicon, 89.6% for silicon wafers, 80.8% for battery cells, and 66.4% for modules, severely impacting profit margins [3]. - In Q1 2025, 31 A-share listed PV companies reported a total net loss of 12.58 billion yuan, a year-on-year increase of 274.3% [3]. Group 3: Industry Challenges and Solutions - The China Photovoltaic Industry Association (CPIA) described the industry's development in the first half of 2025 as "difficult" and emphasized the need for capacity reduction and control to address the oversupply situation [2][5]. - The recent seminar held by the China Photovoltaic Industry Association highlighted the importance of reducing energy consumption in polysilicon production, with proposed revisions to energy consumption standards aimed at phasing out outdated capacity [6]. - The industry is exploring new application scenarios, such as integrating PV with hydropower projects, which could create significant market demand and alleviate competitive pressures [9][10]. Group 4: Future Outlook - The National Forestry and Grassland Administration, along with other agencies, has outlined a plan to add 253 GW of new PV capacity by 2030, which could help mitigate the current oversupply of polysilicon and stimulate demand across the entire supply chain [10][11]. - The combination of capacity control measures and the expansion of application scenarios is expected to bring the PV industry closer to a supply-demand balance, although it has not yet fully emerged from its downturn [12].

136 号文明确新能源上网电量原则上全部进入电力市场，电价 由市场交易形成，标志着光伏发电行业向市场机制驱动的充分转 变，从长远来看，亦有利于推动光伏行业不断通过技术进步来促进 光伏发电度电成本的进一步下降，推动新能源行业高质量发展。 *250 证券代码：000591 证券简称：太 阳能 中节能太阳能股份有限公司 投资者关系活动记录表 编号：2025-03 | | ☑特定对象调研 | | | | □分析师会议 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 投 资 者 关 系 活 动 类 | □媒体采访 | | | | □业绩说明会 | | | | | 别 | □新闻发布会 | | | | □路演活动 | | | | | | □现场参观 | | | | | | | | | | □其他 | | | | | | | | | 参 与 单 位 | 华源证券 邓思平 | | | | 昆仑信托 | 高思维 | | | | 名 称 及 人 | 博时基金 林颖瑜 | | | | 中意资产 | 张珈玮 | | | | 员姓名 | 黄河财险 范怀 ...