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各國減碳政策梳理-行業數據

各國減碳政策梳理
各國減碳政策梳理
頻，海內外需求強勁，我們預計全球新增裝機 390GW，其中中國/美國/歐洲分別新增190/31/62GW，同增 117%/53%/38%，保持高增。2024 年隨硅料產能全面釋放，全球裝機需求放量，預計 24-25 年光伏需求保持近 20%增長。
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所屬報告： 協鑫科技-港股公司研究報告：老牌光伏巨頭科技創新穿越周期-241023.pdf
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