光伏行情继续，前面分享的光伏支架、逆变器等延续强势，并且还有利好。近期，能源局提出，二零二一年我国风电、太阳能发电和。
合计新增一点二亿千瓦的目标，这是指向哪里？就是太阳能发电。从产业链来看，光伏的行情已经从组件过渡到了太阳能电站。
组建的龙头隆基股份两年涨了八倍。那么接下来谁会是光伏发电的龙头，马上揭晓。
要说光伏背后大的战略，其实还是能源结构的变革。这在前不久的气候雄心峰会上面已经明确到二零三零年新能源在能源结构中的占比。
要达到百分之二十五，我们目前的新能源占比是百分之十四，渗透率还有接近一倍的提升空间。而从电力行业来看，目前。
太阳能发电占比只有百分之一点五六，要完成新能源替代化石能源的目标，未来就要想办法提高太阳能电力的占比。
毫无疑问，这方面的增长空间非常大。
在发电成本方面，年初光伏的度电成本已经与煤电成本接近，而最近动力煤价格大幅上涨，这就导致煤电成本明显增加。
与光伏相比，已经完全失去了竞争力。
同时，动力煤涨价也让我们意识到未来煤电企业面临的困境。再看光伏未来的度电成本仍然还有下降空间。所。
所以未来的电力行业机会就在太阳能发电，谁能抓住这次行业的变革，那么谁就有可能成为未来电力行业的龙头。
其中一家公司就是以光伏电站运营为主。目前公司光伏电站规模约五g 邷国内第一，并且公司利用自身优势。
已经锁定了十二g 瓦的优质光资源项目，这为公司的持续增长提供了保障。相信在未来这场能源变革中，公司的行业地位将。
The photovoltaic market continues, and the previously shared photovoltaic brackets and inverters continue to be strong and beneficial. Recently, the Energy Administration proposed that my country’s wind power and solar power generation will be combined in 2021.
The goal of adding 120 million kilowatts in total, where does this point? It is solar power. From the perspective of the industrial chain, the market for photovoltaics has transitioned from modules to solar power plants.
The shares of Longji, the established leader, have risen eightfold in two years. So who will be the leader of photovoltaic power generation next will be announced immediately.
To say that the big strategy behind photovoltaics is actually the transformation of the energy structure. This has been clarified in the recent climate ambition summit to 2030 the proportion of new energy in the energy structure.
To reach 25%, our current share of new energy is 14%, and there is still room for nearly double the penetration rate. From the perspective of the power industry, at present.
Solar power generation accounts for only 1.56%. To achieve the goal of replacing fossil energy with new energy, we must find ways to increase the proportion of solar power in the future.
There is no doubt that there is huge room for growth in this area.
In terms of power generation costs, the cost of photovoltaic power at the beginning of the year has been close to that of coal power, but the price of thermal coal has risen sharply recently, which has led to a significant increase in the cost of coal power.
Compared with photovoltaics, it has completely lost its competitiveness.
At the same time, the price increase of thermal coal also makes us aware of the difficulties faced by coal power companies in the future. Looking at the future cost of photovoltaic power, there is still room for decline. So.
Therefore, the future power industry opportunity lies in solar power generation. Whoever can seize the industry's transformation will be the leader of the future power industry.
One of the companies is mainly engaged in the operation of photovoltaic power plants. At present, the scale of the company's photovoltaic power station is about 5g, which is the largest in China, and the company uses its own advantages.
A high-quality light resource project with 12 g watts has been locked, which provides a guarantee for the company's continued growth. I believe that in the future energy revolution, the company's industry status will be.