晶科能源:各省机制电价竞标结果公布后 可能刺激光伏年终需求

澎湃新闻
Oct 03, 2025

全球最大光伏组件供应商晶科能源(688223.SH)在近日举行的路演中对投资机构表示,由于上半年政策窗口期抢装需求,下半年国内整体装机预期较上半年下降明显,终端收益率不确定导致部分项目推迟。各省机制电价竞标结果公布后,可能刺激年终需求。  新能源电价机制改革落地过程中的收益率“迷雾”,是数月以来抑制下游电站开发商投资潮减退的主因。澎湃新闻注意到,受抢装潮影响,今年4月、5月国内光伏新增装机量直线...

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