和德咨询：2022年新能源系列7光伏产业链深度研究及重点投资合作标的研究报告（145页）.pdf

1、20222022?9 9?7?1.?2.?3.?01?终?威?4?2020?参?可?60%?PVInfolink?2021?141GW?227GW?198GW?182GW?28.83%?40.7%?46.9%?46.1%?99%?56.75%?56.57%?52%841171401261569412616124040010412817022035010513017022035005010015020025030035040045020172018201920202021?20182018-20212021?GWGW?对?滑?对?滑?/GW/GW?%5?2022?CPIA?2022?45%参?8

2、?44.47GW?106%?1?8?357.7?100GW?2021?20192019-20222022?GWGW43.4?57.4?66.6?102.2?0.0%20.0%40.0%60.0%0.050.0100.0150.02019H12020H12021H12022H120192019-20222022?GWGW51.0?5992.4?135.50.0%20.0%40.0%60.0%0.050.0100.0150.02019H12020H12021H12022H120192019-20222022?GWGW63.0?75105.0?152.80.00%20.00%40.00%60.00%

3、0.0100.0200.02019H12020H12021H12022H120192019-20222022?GWGW47.0?53.380.2?123.60.0%20.0%40.0%60.0%0.050.0100.0150.02019H12020H12021H12022H16?安?安?可?参?展?2026?展?展?2021/2/9OCIM7.772021.3-2024.22021/2/2?9.142021-20232019/8/6?11.32020-20222021/2/3?9.142021.3-2023.122020/9/25?20.362022.1-2023.122020/12/14?2

4、72021-2025.12.312020/8/18?12.482020.9-2025.8.31?2021/5/13?7.822021.7-2025.122020/12/23?3.782021-20232021/8/17?72021.9-2026.122021/6/1?14.582021.7-2026.62020/9/15?9.722020.10-2025.122021/4/24?7.52020.9-2025.82020/8/24?1.982020.9-2025.8?2020/11/7?38.282022.9-2026.122022/8/27?33.62023-2030?展?展?2021/5/1

5、9?3.12021-20232021/11/19?9.752022-20262020/8/24?2.682020-20222021/3/5?5.272021-20242021/4/13?52021-20242021/3/6?5.272021-20242021/1/25?7.0352021-2025?2021/9/22?5.2752021-20262021/9/22?8.222022-2026?展?2020/11/17?7.22021-20232020/11/30?3.382020-202320220914?A72023-2026?2021/2/2?352022.1-2026.12?2020/1

6、1/17?6.882021-2023?2021/3/12?15.242021-2025?7200.00220.00240.00260.00280.00300.00320.002021-11-012022-01-012022-03-012022-05-012022-07-012022-09-01?:?1.701.801.902.002.102.202021-11-102022-01-102022-03-102022-05-102022-07-102022-09-10210mm?PERC?:?0.200.250.300.350.402021-11-32022-1-32022-3-32022-5-3