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第二批大型風電光伏基地專案啟動申報,新能源發電行業有望加速發展 近期,國家能源局下發《關於組織擬納入國家第二批以沙漠、戈壁、荒漠地區為重點的大型風電光伏基地專案的通知》,要求各省在12月15日提前上報第二批新能源大基地的名單;已核准(備案)且能夠在2022年開工建設,原則上能在2023年內建成並網,部分受外部條件制約的項目應能在2024年建成並網。第二批風光大基地專案申報要求中明確“鼓勵建設集中式、共用式儲能,最大化發揮儲能效益”。 截至11月24日,第一批以沙漠、戈壁、荒漠地區為重點的大型風電光伏基地專案開工數量達到21個,建設規模超55.14GW。第二批大型風電光伏基地專案啟動申報,將重點考慮在沙漠、戈壁、荒漠地區建設,要求單體專案規模不小於100萬千瓦。 從地理分佈來看,相對於東部人口稠密地區,多分佈於國內西部北部的沙漠、戈壁、荒漠地區面積較為廣闊,且風光資源相對充足,在此類地區建設大型風電光伏基地專案有利於解決風電、光伏產業發展存在的土地資源緊張的問題,可有效提升資源利用率和開發效率;此外,分散式光伏“整縣推進”及“千鄉萬村馭風計畫”項目預計將穩步開展,我國“十四五”期間光伏、風電行業有望發展加速。 值得一提的是,近期光伏矽片龍頭紛紛下調官方報價,此前光伏元件價格高企,抑制了部分光伏終端需求,我們認為,矽片價格下調將有利於釋放下游需求和上游矽料產能,明年產業鏈供需將趨於平衡,利潤分配將逐步向中下游轉移。推薦元件、電站開發等中下游環節,代表公司有隆基股份(601012.CH),晶澳科技(002459.CH),晶科科技(601778.CH),林洋能源(601222.CH)。 |
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