分析師 | 王淑娟

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分析師 | 王淑娟

 

第三批领跑者2.51GW项目EPC中标价格一览表

本文根据公开可得的信息,统计了第三批领跑者25个、累计规模为2.51GW的项目的EPC中标电价和中标上网电价。
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配额制个人理解1:配额利好分布式光伏,此绿证非彼绿证

《可再生能源电力配额及考核办法(征求意见稿)》(第二版)(以下简称“文件”),该文件引起全行业的广泛关注。
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明年仅14个省有规模指标?累计920万kW?

根据目前的信息,如果政策不发生大的变化,明年可能只有14个省份有普通地面光伏电站项目的规模指标,累计规模为920万kW了。
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明年4月,英国可再生能源将全面平价!

英国政府宣布其计划从2019年4月开始废止新能源发电上网电价补贴(Feed-in-Tariff,FiT)政策。
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关注非洲:非洲太阳能市场状况

(中非贸易研究中心讯)能源匮乏阻碍非洲制造业发展——非洲几个行业的制造业很大程度上得不到充足的电力供应。由于生产能力低下,非洲严重依赖进口。由于价格优势,大部分进口产品来自东亚和南亚。
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不限规模+截止日期=抢装潮

光伏們发布了《分布式光伏发电项目管理办法》最新版的征求意见稿。不限规模+截止日期=抢装,该文件如果执行,毫无疑问今年12月31前会迎来一波盛况超前的分布式光伏项目抢装潮,叠加领跑者并网潮,盛况将超过之前两年的630抢装。
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第三批领跑者中标结果简析

3月24日,8个应用领跑者基地的中标结果全部公示。本文对中标结果进行盘点。
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调整电价对于2018年市场预期的影响

虽美国传出201截止日向后递延至1月23日,但12月美国订单已有放缓的迹象,加上欧洲因为最低价格限制(MIP)将于1月1日再度下调,Q4初始开始拉货力道逐渐放缓。美、欧市场的同步转弱,再加上国内领跑者项目的结束,使得PERC组件一时难以寻得
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国电投光伏组件集采中标情况深度分析

作为全国第一大光伏投资企业,国电投每年的集采都成为设备企业的兵家必争之地,中标价格也成为业内的风向标。
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