2025年能源工业行业深度研究:破茧化蝶,光伏未来或仍是星辰大海(附下载)

报告研究所
18 Jul

国内外需求“弹性失灵”,导致本轮光伏供过于求持续时间长于以往周期全球来看,尽管新能源风光的发电成本已经显著下降,但对于光伏装机增速的促进作用亦 开始失效: 2017 年及以前,组件价格下降推动平价市场增多、需求增长,需求增速与价格增速的 弹性系数位于 0.49~1.55。2018-2019 年,受 531 新政影响弹性系数回落至 0.15-0.30。 2020-2023 年,双碳推动弹性系数回升至...

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