风电装机

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光伏新增装机“三连降”,风电却开始触底反弹
Xin Lang Cai Jing· 2025-09-26 13:56
9月26日,国家能源局发布的1-8月份全国电力工业统计数据显示,今年前八个月,国内新增光伏装机230.61 GW,同比 增长65%。 其中,8月全国新增光伏装机仅7.36 GW,同比下滑55.3%,环比下滑33.3%。 这已经是国内新增光伏装机连续三个月环比下滑。自从136号文中5月31日的节点过后,国内光伏市场需求持续走弱。此 前,在"抢装潮"催化作用下,5月光伏新增装机量暴涨至92.92 GW,达到历史新高,同比增长388%,环比增长105.5%。 随后,6-7月新增装机数据分别降至14.36 GW、11.04 GW,分别环比下滑84.5%、23.1%。 一业内人士对智通财经称,9-10月光伏新增装机可能还会出现下滑,年末传统的"抢装潮"也会出现,但具体要看各省的 年底机制电量情况。整体看,今年的装机量很难再达到去年的水平了。 截至2025年8月底,全国太阳能发电累计装机容量11.17亿千瓦,同比增长48.5%;风电累计装机容量5.8亿千瓦,同比增 长22.1%。 相对光伏而言,风电装机总量同比增速略缓,但8月开始出现触底反弹。 去年,中国光伏新增装机狂飙至277 GW,创下历史最高记录。今年1-8月,新 ...
我国更新风光装机目标!概念股逆市走高
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-26 06:14
消息面上,近日,伍德麦肯兹最新发布《全球风电市场展望更新:2025年第三季度》报告预计,未来5 年内,全球年均新增风电装机容量将超过170吉瓦,到2028年后将进一步提速,并在2034年达到峰值200 吉瓦。 今日风电板块反复走强,明阳智能、吉鑫科技涨停,天能重工涨近10%,大金重工、通裕重工、泰胜风 能等跟涨。 ...
港股概念追踪|可再生能源补贴加速发放 风电+光伏+储能底部夯实(附概念股)
智通财经网· 2025-09-04 00:34
Group 1 - The core viewpoint is that multiple renewable energy operators have recently received significant subsidies, with solar projects seeing a 232% increase in funding compared to the previous year, reaching 170% of the total amount for the entire year of 2024 [1][2] - Jin Kai New Energy reported a 342% increase in subsidy funding for the same period, achieving 190% of the total expected for 2024 [1][2] - The accelerated issuance of renewable energy subsidies is expected to stimulate investment in wind, storage, and solar projects, enhancing operators' investment capabilities and driving growth in installed capacity [2] Group 2 - The issuance of subsidies is anticipated to strengthen the growth expectations for wind power installations in 2026, supported by a recent recovery in wind power bidding and rising average winning prices [2] - The market-driven demand for high-quality energy storage is increasing, with leading storage battery companies nearing full production and some beginning to raise prices [2] - The subsidy issuance is expected to support domestic demand for solar energy in 2026, facilitating the acceleration of large-scale projects while maintaining high overseas demand [2]
8项指标进展超预期,102项重大工程顺利推进—— 我国经济社会发展实现大幅跃升
Jing Ji Ri Bao· 2025-07-09 21:58
Core Viewpoint - The "14th Five-Year Plan" has achieved significant progress and transformative changes, establishing China as a stable and reliable force in global development [1] Economic Strength - During the "14th Five-Year Plan," China's GDP has consistently crossed milestones of 110 trillion, 120 trillion, and 130 trillion yuan, with an expected reach of around 140 trillion yuan this year, contributing over 30% to global economic growth [2] - The average economic growth rate over the first four years of the "14th Five-Year Plan" was 5.5%, showcasing resilience amid various challenges [2] - China remains the world's largest manufacturing power, goods trading nation, and foreign exchange reserve holder, with the largest middle-income group and social security system [2] Domestic Demand - Domestic demand has been the main driver of economic growth, contributing an average of 86.4% to economic growth during the first four years of the "14th Five-Year Plan" [3] - Final consumption contributed an average of 56.2% to economic growth, an increase of 8.6 percentage points compared to the "13th Five-Year Plan" [3] - Investment has played a crucial role in optimizing supply structure, with high-tech industry investment growth outpacing overall investment growth [3] Security Foundations - The security foundations in food, energy, industry, and national defense have been strengthened, with food production achieving a record of 1.4 trillion jin [4] - China has built the world's largest power infrastructure system, with a power generation capacity accounting for one-third of the global total [4] - The energy self-sufficiency rate remains above 80%, ensuring energy supply for over 1.4 billion people [4] Green Development - China's forest coverage rate has increased to over 25%, contributing to a quarter of the world's new greening area [5] - Air quality has improved, with the proportion of days with good air quality stabilizing at around 87% [5] - The scale of renewable energy generation has surpassed that of coal, establishing the largest clean power generation system globally [5] Innovation and Technology - R&D expenditure is expected to grow by nearly 50% by 2024 compared to the end of the "13th Five-Year Plan," reaching an increase of 1.2 trillion yuan [7] - China has the largest R&D workforce globally and leads in the number of high-tech enterprises, with over 460,000 [7] - The production of integrated circuits is projected to increase by 72.6%, adding approximately 190 billion units [9] Institutional Advantages - The welfare of the population has improved, with stable participation rates in education, healthcare, and social security systems [10] - The business environment has improved, with significant reductions in restrictions on foreign investment and an increase in the number of private enterprises [11] - China's commitment to global green development and cooperation has expanded, with a reduction of 11.6% in energy consumption per unit of GDP over four years [12]