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“十三五”装机规划有望上调 光伏产业迎政策暖风

发布时间:2018-11-13点击量:1747来源:证券日报

雷火电竞  LIANRILAI,AGUGUANGFUBANKUAIJITIHUINUAN,BUFENGEGUSHENZHICHENGXIANDAFUSHANGZHANG。

雷火电竞  DUICI,YEJIEPUBIANRENWEI,QIYUGUOJIANENGYUANJURIQIANZUZHIZHAOKAIDELEIHUODIANJINGTAIYANGNENGFAZHAN“SHISANWU”GUIHUAZHONGQIPINGGUCHENGGUOZUOTANHUISHANGSUOTOULUCHUDEXIANGGUANNEIRONGYOUGUAN。

  JU《ZHENGQUANRIBAO》JIZHELEJIEBINGSHULI,SHANGSHUGUOJIANENGYUANJUZUZHIZHAOKAIDEHUIYISHIFANGLEJIAOWEIMINGQUEDEGUANGFU“SHISANWU”ZHUANGJIGUIHUASHANGDIAOXINHAO;CIWAI,WEILECUJINGUANGFUYINGYONGCONGYILAIBUTIEXIANGSHICHANGHUADEPINGJIASHANGWANGPINGWENGUODU,HUIYIHAITOULULE“RENGJIANGMEINIANBAOZHENGYIDINGDEBUTIEZHUANGJIGUIMO,BINGTUIJINBUTIEQIANGDUDEJINYIBUXIAJIANG,ZAI2020NIANZHIQIANLUXUQUBUTIE。TONGSHI,YAODUIGONGSHANGYEFENBUSHIHEHUYONGFENBUSHICAIQUBUTONGDEGUANLIFANGSHISHENZHIZHIDINGBUTONGDEBUTIEZHICHIZHENGCE”DENGXINXI。

  GENJUMUQIANYEJIELIUCHUANDEBANBEN,CICIHUIYISHANGTAODE“SHISANWU”GUANGFUZHUANGJIGUIMO,KENENGJIAOCIQIANZENGZHANGYIBEIYOUYU。BUGUO,DUICI,MOUQUANSHANGFENXISHIXIANG《ZHENGQUANRIBAO》JIZHEBIAOSHI,“ZHEIYIMUBIAOZHUANGJIGUIMOHAIYAOGENJUGUANGFUCHANYESHIJIFAZHANQINGXINGZAIZUOSHANGDING。XIANJIEDUANDECAICEBINGBUYANJIN。”

雷火电竞  JINGUANRUCI,《ZHENGQUANRIBAO》JIZHECAIFANGDEYOUGUANGUANGFUYEJIERENSHIPUBIANRENWEI,“CICIHUIYITOULUCHUDEXIANGGUANNEIRONG,SHIJIUCIQIANGUANLICENGZHANXIANCHUDEDUIGUANGFUCHANYEDEZHICHITAIDUDEMINGQUEYIJIJUTILUOSHI。ERKEQIDEGUANGFUZHENGCEHUANJINGYINGLAIBIANJIGAISHAN,JIANGYOUXIAONIUZHUANCIQIAN‘531XINZHENG’DAILAIDESHICHANGDUIGUANGFUCHANYEDEBEIGUANYUQI,CONGERZENGQIANGYINXINGDENGJINRONGJIGOUDEXINXIN,DAIXIANGGUANZHENGCEXIHUAHOU,QIYOUWANGZHONGXINJIFAXIAYOUYINGYONGDUANDETOUZIREQING。”

  基于稳定发展原则 “十三五”新增装机目标将提高

  GUANLICENGJIAOWEITURANDIBANBUJIANGBUTIE、XIANGUIMODE“531XINZHENG”,DUIGUANGFUCHANYEZAOCHENGLEYIDINGDECHONGJI。SHANGSHUFENXISHIXIANG《ZHENGQUANRIBAO》JIZHEJIESHAO,“GENJULEIHUODIANJINGDEDIAOYAN,ZAI‘531XINZHENG’FABUZHIJINDEJIANGJINLIUGEYUESHIJIANLI,GUANGFUCHANYELIANDEJIAGEJIANGDILE30%-40%,CHANNENGLIYONGLVYECHUXIANLEMINGXIANDEXIAHUA,ZHUYAOLEIHUODIANJINGDEYINGLIZAIDISANJIDUTONGBIDAFUXIAHUA。”

雷火电竞  “ZAIZHEIYIBEIJINGXIA,CHUGUILIAOHEDIANCHIPIANHUANJIEWAI,CHANYELIANCHANNENGKUOZHANGDESUDUYIJINGJIANHUAN,ERJIYUWEILAIZHENGCEBIANJIGAISHANDEYUQI,KEYUJIANDEXUQIUBAOCHIPINGWENBINGHUISHENG,SHIDECHANYELIANJIAGEDEXIAXINGKONGJIANYEBIJIAOYOUXIAN,LEIHUODIANJINGKUCUNJIANGDIHECHANNENGLIYONGLVTISHENGJIANGHUICHENGWEICHANYEJIANKANGFAZHANDEZHONGYAOZHICHENG。”GAIFENXISHIRENWEI。

雷火电竞  BUGUO,LEIHUODIANJING“SHISANWU”QUANGUOGUANGFUZHUANGJIGUIHUAJIUJINGSHANGDIAOZHIDUOSHAO,MUQIANRENGSHIWEIZHI。GENJUXIANGGUANLEIHUODIANJINGBAODAO,CICIHUIYISHANG,FUZEZHENGCEZHIDINGZHICHIGONGZUODEDIANLIGUIHUASHEJIZONGYUANZAIANZHAO210GWHUIBAOHOU,YUHUILINGDAOBIAOSHIKEYIGENGJIJI。SUIHOU,CANYULEIHUODIANJINGPUBIANJIANYISHANGDIAOZHI250GWZHI270GW。

  DUICI,YOUCANHUILEIHUODIANJINGRENSHIBIAOSHI,“KAOLVDAOZHENGCECHUZHONGZHIYISHI‘WENDINGCHANYEYUQI’,KEYILIJIEWEIZHISHAOBAOZHENGMEINIANXINGYEGUIMOPINGWEN,NEIME‘SHISANWU’MUBIAOSHANGDIAODAO250GWZHI270GWDEMUBIAOQUJIAN,JIWEILAILIANGNIANNIANJUNZENGZHANG40GWZHI50GWYESHIHELIDE。”

  GENJU2016NIAN12YUEFENFABUDE《TAIYANGNENGFAZHAN“SHISANWU”GUIHUA》,DAO2020NIANDI,ZHONGGUOGUANGFUFADIANZHUANGJIRONGLIANGZHIBIAOWEI105GW、GUANGREFADIANZHUANGJIRONGLIANGZHIBIAOWEI5GW。DANSHIJIEZHI2018NIAN9YUEFEN,ZHONGGUOGUANGFUFADIANLEIJIZHUANGJILIANGYIJINGDADAO165GW,YUANCHAO“SHISANWU”GUIHUADEMUBIAO。

  2018年我国光伏新增装机 或将达到44.5GW左右

  SHISHISHANG,JU《ZHENGQUANRIBAO》JIZHELEJIE,WULUNSHANGSHUTOULUCHUDEGUANLICENGDUIYU“SHISANWU”ZHUANGJIMUBIAOSHIFOUDUIJINNIANGUANGFUXINZENGZHUANGJICHANSHENGYINGXIANG,MUQIAN,YEJIEPUBIANRENWEI,JINNIANQUANGUOGUANGFUXINZENGZHUANGJIDOUBUHUIDAFUDIYUQUNIAN,CIWAI,KAOLVHAIWAISHICHANG,ZHONGGUOGUANGFULEIHUODIANJING,YOUQISHIYI、ERXIANLEIHUODIANJINGDESHENGCUNZHUANGKUANGBINGBUHUIXIANGWAIJIEXIANGXIANGZHONGNEIBANZAOGAO。

雷火电竞  GENJUGUOJIANENGYUANJU10YUE30RIDEFABUHUISHUJU,WOGUOJINNIANDISANJIXINZENGGUANGFUBINGWANGLIANGWEI10.21GW,QIZHONG4890MWWEIFENBUSHIGUANGFU,5320MWWEIDAXINGDIMIANDIANZHAN。2018QIANSANJIDUGONGXINZENG34.54GW,QIZHONGFENBUSHIGUANGFUZHAN17.14GW,DAXINGDIMIANDIANZHANWEI17.4GW。

  BUGUO,DISANJIDUYOUMINGQUEBUTIEZHIBIAODEJINYOU2017NIANDUDELINGPAOZHEJIHUA(YINGYONGLINGPAOZHE5GW)YIJI“SHISANWU”DIYIPIGUANGFUFUPINZHIBIAO(YUE4.2GW)。JIYUCI,XIANGGUANJIGOUZAIYIFENBAOGAOZHONGJICHUPANDUAN:YOUYULINGPAOZHEJIHUAYIYOUBUFENXIANGMUZAI9YUEFENBINGWANG,ERFENBUSHIGUANGFUZEYIFUPINWEIZHU,JIWOGUOJINNIANDISANJIXINZENG10.21GWBINGWANGZHUANGJIZHONG,HUODEBUTIEFUGAIDEGUIMODIYU4GW,YEJIUSHIQIZHONGYOUZHISHAO6GWSHIZAIWUGUOJIABUTIEDEQINGKUANGXIAANZHUANGDE。

雷火电竞  CIWAI,GENJUWOGUO2018QIANSANJIDUGONGXINZENGGUANGFUZHUANGJI34.54GW,YIJIGELEIHUODIANJINGJIJITUIDONGWUBUTIEDIANZHANDETOUJIANYIJISHICHANGCUNZAIBUFENYIKAODIFANGBUTIESHENZHIXIANXINGSHIGONGDEXIANGMU,SHANGSHUJIGOUPANDUAN,WOGUOJINNIANDISIJIXINZENGZHUANGJIGUIMOJIANGZAI10GWZUOYOU,ER2018NIANQUANNIANZEKENENGDADAO44.5GWZUOYOU,YU2017NIANXINZENGGUANGFUZHUANGJI53GWJIANCUNZAIDELUOCHABINGBUHENDA。

雷火电竞  DUICI,DONGFANGRISHENGQUANQIUSHICHANGZONGJIANZHUANGYINGHONGXIANG《ZHENGQUANRIBAO》JIZHEBIAOSHI,RUGUOQUESHIYOU6GWSHIZAIWUGUOJIABUTIEDEQINGKUANGXIAANZHUANGDE,ZHEISHUOMING,ZAIWUBUTIEDEQINGKUANGXIA,GUANGFUCHANYEDESHENGMINGLIYERENGRANWANQIANG。ERGUANLICENGCICIDUIGUANGFUBUTIEHEGUIMODEBAOZHENG,YIWEIZHEGUANGFUSHICHANGDEWEILAIRENGRANZHIDEQIDAI,ZHISHICHULEGUOJIACHUTAIGUANGFUZONGZHIDAOFANGZHEN,GEGEDIFANGYEYAOGENJUZISHENQINGKUANG,CHUTAIZHENDUIZIJIDEZHENGCE,BUGUANSHITUDIZHENGCE,HAISHIBUTIEDOUXUYAOMINGXI。

雷火电竞  JINNENGKEJIZONGJINGLIYANGLIYOUBOSHIXIANG《ZHENGQUANRIBAO》JIZHEBIAOSHI,MUQIANWOGUOGUANGFUFADIANZHENGZAIJINGLICONGYIKAOBUTIEDAOPINGJIASHANGWANGDEGUODUQI,SUIRANLIPINGJIASHANGWANGZHIYOUYIBUZHIYAO,DANSHIGUANGFUXINGYESHIZIJINMIJIXINGCHANYE,ZHENGCEDECHIXUXINGHEWENDINGXINGHUIZHIJIEYINGXIANGDAOXIANGMUHELEIHUODIANJINGDERONGZI;KEZAISHENGNENGYUANBUTIEQUEKOUYIRANHENDA,XIWANGPEIEZHIZHENGCENENGGOUJINKUAILUOSHI、TUIXING,JIANQINGKEZAISHENGNENGYUANBUTIEYALI、CUJINKEZAISHENGNENGYUANXIAONA。

雷火电竞  CIWAI,TAHAIJIESHAO,“531”ZHIHOU,JINNENGKEJIZOUXIANGHAIWAISHICHANGDEMUBIAOJIANGGENGJIAMINGQUE。JIEZHIJINNIANSHANGBANNIAN,JINNENGKEJIHAIWAICHUHUOLIANGJIAOQUNIANYOUDAFUZENGZHANG,ZHANZONGCHUHUOLIANGYUE30%,MUQIANYICHENGWEIYINDUSHICHANGZHUYAODEHAIWAIZUJIANGONGYINGSHANGZHIYI,YUJI2018NIANYINDUCHUHUOLIANGDA600MW。

雷火电竞  YUANBIAOTI:“SHISANWU”ZHUANGJIGUIHUAYOUWANGSHANGDIAO GUANGFUCHANYEYINGZHENGCENUANFENG

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