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华金证券-电力设备及新能源行业深度报告-光伏辅材系列专题报告-中游篇：市场指引，技术驱动-230524

2023年全球装机有望达到360GW。俄乌战争事件加剧了新能源替代的进程。根据pvinfolink的预测，2023年全球光伏的新增装机量将达到326-360GW。中国新增光伏装机将达到120-125GW。 ◆ 产业价值链利润再分配，结构性机会凸显。硅料环节——新增产能落地缓解供应紧张，利润水平预期逐步回归。硅片环节— 高纯石英砂或将紧缺，硅片龙头超额利润可期。电池片环节——N型技术发展迅速，结构性

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