中国的光伏产业很强,但“强到什么程度”,少有人知。


























References:
[1] IEA, Solar PV manufacturing capacity by country and region, 2021, IEA, Paris https://www.iea.org/data-and-statistics/charts/solar-pv-manufacturing-capacity-by-country-and-region-2021
[2] Robert Holleyman: America Can’t Allow China to Keep Crushing Our Solar Energy Industry. The New York Times. 2022.07.11 https://www.nytimes.com/2022/07/09/opinion/environment/china-solar-panels-renewable-energy.html?_ga=2.54365536.910981168.1658733616-1491400257.1658395995
[3] 中国光伏行业协会: 《中国光伏产业发展路线图(2021年版)》. 2022.02.23 http://www.chinapv.org.cn/road_map/1016.html
[4] 光大证券: 技术升级+品类拓展,国产逆变器乘风破浪. 2022.05.18
[5] 住房和城乡建设部,国家发展改革委: 《城乡建设领域碳达峰实施方案》.2022.06.30 http://www.gov.cn/zhengce/zhengceku/2022-07/13/content_5700752.htm
[6] Saur News Bureau: China Underlines Renewables Dominance With Best Ever Global Inverter Rankings. Saur Energy. 2022.07.04 https://www.saurenergy.com/solar-energy-articles/china-underlines-renewables-dominance-with-best-ever-global-inverter-rankings
[7] Wood Mackenzie: Global top 10 solar PV inverter vendors account for 82% of market share. 202207.08 https://www.woodmac.com/press-releases/global-top-10-solar-pv-inverter-vendors-account-for-82-of-market-share/
[8] 中金公司: 能源转型领军者,风光储电氢协同共进. 2022.07.07
[9] 莫能沛: 2021年全球及中国IGBT行业发展现状分析,国产替代为行业发展重点目标. 华经情报网. 2022.05.25 https://www.huaon.com/channel/trend/807071.html
[10] 天风证券: 逆变器行业深度2 | 市场关心问题的三问三答. 2021.06.28


