光伏行业周报:6月国内新增光伏装机环降 硅料能耗标准拟提高

华创证券
Jul 28

抢装潮回落,6 月光伏新增装机环降。7 月23 日,国家能源局发布1-6 月份全国电力工业统计数据。2025 年1-6 月国内新增光伏装机212.21GW,同比+107%;其中6 月新增光伏装机14.36GW,同比-38%,环比-85%。6 月国内新增光伏装机同环比均出现下降,主要系“531”政策带来的抢装潮结束,且部分省市暂未发布136 号文的承接细则文件,项目收益率暂不明确的情况下,部分项目...

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