分析机构PV Info Link最近公布的一份报告显示,至2018年9月底,中国光伏系统的总装机容量已经超过了165吉瓦。这一数字已经超出了原先第13个五年计划中所设定的2020年105吉瓦目标达50%之多。
PV Info Link的分析师透露,国家能源署(NEA)目前计划将2020年太阳能目标调整到至少210吉瓦。而且为了支持国内的太阳能组件产业,太阳能电池的产量目标甚至可能提升至250-270吉瓦。国家能源研究所已经被要求对计划目标调整将会造成的影响进行评估。
PV Info Link的专家表示,如果太阳能发电量仅提高至210吉瓦,那么在2019-2020年期间,每年只能增加20-25吉瓦。这不太能刺激并推动国内的需求。如果至少增加250吉瓦,那每年可以新增超40吉瓦。
中国光伏产业协会(CPIA)之前报告称,由于5月底政府出台的政策变化,国内的需求已经放缓。
CPIA认为今年并网的新增光伏发电约为40吉瓦。尽管将比去年减少25%,但中国仍将是全球最大的太阳能市场。新增产能中约50%来自大型电厂, 另一半主要是分布式发电。
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