Report center

电力设备行业报告：风光装机超预期，小米SU7正式发布-中邮证券

风光装机超预期，小米SU7正式发布光伏光伏：2024年1-2月，国内新增光伏装机36.7GW（+80%)，装机增速超预期。23年底受益地面电站项目集中并网，带动全年装机超预期，24 年初延续高增势头，伴随组件价格回落，分布式项目经济性进一步提升，开发积极性高涨，装机主力区域也由北方向南迁移，全年有望迎来高增。预期 24 年国内光伏装机有望达到 240-250GW

No subject companies

Publishers

中邮证券 View content →

Suggested next hops

Ranked by edge type and evidence strength (max 5). Prefer these over scrolling the full lists.

1中邮证券Published by or linked to this institution1

Ask about this report neighborhood Read full report →

No related industries

No related reports

← Back to knowledge graph