资源描述
2009 1210 2023 7 2 2016-2022 51.5%2022 25.9GW 233%2025/2030 177/207 2476/2904GW 2025/147.9/199.4GW 2023-2025 26.8/28.6/30.3GW 32.0/34.8/37.3GW 2023 4 1-10kV IRR 10.3%60%IRR 15.9%TCL 2023 6 2022 49%2023 3.0/IRR 14.10%010-63214656 S0360518070002%()223 0.03()37,782.94 4.09()29,934.21 4.23%1M 6M 12M-2.6%7.5%2.5%-2.3%8.4%16.0%2023 23 2023-06-25 2023 22 2023-06-18 2023 21 2023 5 2023-06-12-22%-12%-1%9%22/06 22/09 22/11 23/02 23/04 23/062022-06-302023-06-29 300 2009 1210/WUCXuNtOnOmNrPoNnQoRpOaQ8Q9PpNmMsQoNfQmMoRfQoOnO6MnNvNNZnOpQuOmRnO 2009 1210 3.5.7.7.8.10.10.13.14.15.16.17 2009 1210 4 1 2016-2022.5 2 2016-2022.5 3 2020-2022.6 4 2022.6 5 2021-2022.6 6“”.7 7“”.7 8 2022-2030.7 9 2022-2030 GW.8 10 2020-2050.8 11.9 12 2025 2022 GW,%.9 13 GW 2025.10 14 GW 2025.10 15 IRR.11 16.12 17 IRR.12 18 IRR.13 19 1kv-10kv/kWh.13 20 2013-2023 GW.14 21 2022 6-2023 6/W.15 22 IRR.15 23 IRR.15 2009 1210 5/2016-2022 51.5%2022 58.5%2022 40.2%1 2016-2022 2 2016-2022 2022 2022 51.1GW 74.6%25.9GW 233.0%29.6%2022 64.3%25.1%2009 1210 6 3 2020-2022 4 2022 CPIA/5 2021-2022 CPIA 2022 2021 2009 1210 7 6 7 2022-2030 7 2020 2019-2022 2020-2022 2019-2022 3 2023-2025 3 2026-2030 3 80%2023-2030 2030 738 243 8 2022-2030 2022A 570 59 111 6 117 746 2023E 597 61 117 6 123 781 2024E 623 64 122 6 129 816 2025E 649 67 128 7 135 851 2026E 671 69 134 7 141 880 2027E 690 72 139 7 146 908 2028E 708 74 145 8 152 935 2029E 724 77 150 8 158 959 2030E 738 79 156 8 164 982 2009 1210 8/7/5/2/1 2030 105 102 2022 166mm72 p PERC 425W 214.2W/m2 65%140W/m2 2030 1476 1428GW 9 2022-2030 GW 2022A 2023E 2024E 2025E 2030E 746 781 816 851 982-570 597 623 649 738 176 184 193 201 243 155 162 170 177 207-81 85 89 93 105 73 77 80 84 102 GW 2167 2270 2373 2476 2904-GW 1141 1193 1246 1299 1476 GW 1027 1077 1127 1177 1428 CPIA 2020 9 2030 2060”2030 26.9%2050 46.1%10 2020-2050 2021 6()2009 1210 9 50%40%30%20%676 20%2021 2843 11 2022 2022 2025 2022 2025 2023-2025 12 2025 2022 GW,%2025 2022 2022 2022 2.5 94.6%23.3%76.7%5.6 44.8%15.1%84.9%50 25.9%50.9%49.1%45 7.8%14.4%85.6%8 23.8%17.9%82.1%4 87.7%5.2%94.8%24 42.2%33.6%66.4%2009 1210 10 22 25.8%14.3%85.7%13 55.0%29.4%70.6%28 52.6%12.7%87.3%15 15.9%11.2%88.8%22 16.1%28.6%71.4%53.338 10.3%11.2%88.8%10 1.2%100.0%45.8 0.9%9.4%90.6%2023-2025/2022 2025/147.9/199.4GW 2023-2025 26.8/28.6/30.3GW 32.0/34.8/37.3GW 13 GW 2025 14 GW 2025/IRR 1.25MW 30(GW)20-3010-205-101-530(GW)20-3010-205-101-51 2009 1210 11 0.02MW 2023 4 1-10kV 10 00-16 00 0.78/0.4/2022-2023 3.74/W 25 1%15 4%1300 80%1-3 4-6 12.5%7-25 25%25 15 IRR MW 1.25 MW 0.02 1300/3.74/0.78/0.4 80%13%25%60%4%25 15%80%CPIA IRR 7%IRR 10.3%;60%IRR 15.9%2009 1210 12 16 CPIA 60%IRR 7%0.62/21%60%0.56/28%17 IRR CPIA 60%10 00-16 00 2023 4 1-10kV IRR 10.3%15.9%5.8%7.2%0%2%4%6%8%10%12%14%16%18%工商业 工商业（贷款）户用 户用（贷款）2009 1210 13 18 IRR 2021 2021 19 1kv-10kv/kWh 15%IRR10-15%7-10%7%2009 1210 14 2023 2023 9.25 7%2023 2023 530GW 2022 2022 CPIA 2023 535.5GW 50%2022-2023 2023 CPIA 400GW 20 2013-2023 GW CPIA 2022 49%2022 TCL 2023 6 150 m P 210/182 46.8%50.1%0.54 0.51 130 m N 210/182 46.8%51.4%0.51 0.48 2009 1210 15 21 2022 6-2023 6/W TCL P 182/7.50W 210/10W N 182/7.99W 210/10.70W 2023 6 TCL 0.5/0.4/CPIA 2022 3.74/IRR 12.13%60%IRR 19.79%2023 3/IRR 14.10%60%IRR 24.20%22 IRR/3.75 3.7 3.65 3.6 3.55 3.5 3.45 3.4 3.35 3.3 3.25 3.2 3.15 3.1 3.05 3.0 10.29%10.50%10.71%10.93%11.16%11.39%11.63%11.87%12.13%12.38%12.65%12.92%13.20%13.49%13.79%14.10%60%15.86%16.30%16.75%17.22%17.70%18.20%18.71%19.24%19.79%20.36%20.94%21.55%22.18%22.83%23.50%24.20%CPIA 20-25 2023 4 60%IRR/IRR 9.09%/13.41%90%IRR/IRR 10.95%/17.24%23 IRR 60%70%80%90%9.09%9.71%10.33%10.95%60%13.41%14.67%15.95%17.24%CPIA 0.40.50.60.70.80.91.01.11.22022.06.242022.07.212022.09.082022.10.312022.11.272022.12.232023.02.042023.03.062023.04.062023.05.052023.05.112023.06.01元/Wp-type 210(150m)p-type 182(150m)n-type 210(130m)n-type 182(130m)2009 1210 16 603105.SH 2022 5.29 81.9%2022 726MW 172MW 2023-2025 2.62/3.43/4.28+37.0%/30.6%/25.0%35xPE 23 91.7 18.34 003035.SZ 2022 9.85 34.1%40%2022 268 1.36GW 2022 0.92GW 2023-2025 8.68/13.23/17.85+56.8%/52.3%/35.0%35xPE 23 304 8.02 601222.SH 2022 19.43 40.0%2022 5GW 6GW 20GW N TOPCon 601877.SH 2022 256.5 55.8%30%2022 14GW 2022 12 999 3 2009 1210 17 25.6GW 601778.SH EPC 2022 27.3 85.5%EPC 4.2 13.2%2022 5.7GW 3.6GW 2.1GW 2022 3.39GW 1 0.452GW 0.435GW 301046.SZ 2022 3.47 90.96%2022 2009 1210 18 2017 2019 2022 2022 2009 1210 19 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 20 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
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