銆€銆€鐐掕偂灏辩湅閲戦簰楹熷垎鏋愬笀鐮旀姤锛屾潈濞侊紝涓撲笟锛屽強鏃讹紝鍏ㄩ潰锛屽姪鎮ㄦ寲鎺樻綔鍔涗富棰樻満浼氾紒
銆€銆€姣忓勾鐨勫勾鎶ュ閮芥槸鍏紬涓€绐ヨ涓氬法澶村姩鍚戠殑缁濅匠鏈轰細銆傞鍙d笂鐨勯鐢佃涓氫篃涓嶄緥澶栥€傝繎鏈燂紝閲戦绉戞妧鍏竷浜嗘渶鏂扮殑2021骞翠笟缁╋紝骞存姤涓€忛湶浜嗕竴涓噸瑕佷俊鎭€傞噾椋庣鎶€绉帮紝鍏徃鏈虹粍閲囩敤鐩撮┍姘哥涓庝腑閫熸案纾佲€滃弻杞┍鍔€濇妧鏈矾绾裤€?/p>
銆€銆€閲戦绉戞妧鏄腑鍥芥帓鍚嶇涓€鐨勯鐢垫暣鏈哄晢锛岄暱鏈熶互鈥滅洿椹辨案纾佹妧鏈箣鐖垛€濈殑褰㈣薄绀轰汉銆傚湪2020骞村勾鎶ュ拰2021骞村崐骞存姤涓紝閲戦绉戞妧瀵瑰叾鐨勬妧鏈矾绾跨殑鎻忚堪鍧囦负鈥滃叕鍙告満缁勯噰鐢ㄧ洿椹辨案纾佹妧鏈€濄€傝繖涓€缁嗗皬鐨勫彉鍖栧畼瀹d簡閲戦绉戞妧鐨勭‘鏄湪閲嶈繑鍗婄洿椹辨妧鏈€?/p>
銆€銆€閲戦绉戞妧鍦?021骞村勾鎶ヤ腑琛ㄧず锛屾牴鎹競鍦哄強瀹㈡埛闇€姹傦紝鍏徃瀵圭幇鏈夌洿椹辨案纾佸钩鍙板強浜у搧杩涜浜嗕紭鍖栧拰鍗囩骇锛屽苟鍙戝竷浜?5娆句腑閫熸案纾佸钩鍙版棗鑸版満鍨嬨€?/p>
銆€銆€浜嬪疄涓婏紝浠庡幓骞村紑濮嬶紝閲戦绉戞妧銆佸搱鐢甸鑳藉拰灞变笢涓溅绛変紒涓氬凡缁忓垰鎮勭劧寮€濮嬭瘯姘村崐鐩撮┍璺嚎锛屽浗鍐呮帓鍚嶉潬鍓嶇殑鏁存満鍟嗭紝澶у鏁板湪璇勪及鏄惁杞悜鎴栨坊鍔犲崐鐩撮┍鎶€鏈矾绾裤€備负浣曠洿椹卞法澶寸悍绾疯浆鍚戝崐鐩撮┍鎶€鏈紵
銆€銆€骞充环鈥滃€掗€尖€濆崐鐩撮┍鎴愪富娴?/strong>
銆€銆€浠庢妧鏈矾绾挎潵鐪嬶紝椋庣數鏈虹粍鎸夌収鏈虹數杞寲浼犲姩閾惧垝鍒嗭紝鍙ぇ姒傚垎涓虹洿椹卞瀷銆佸崐鐩撮┍銆佸弻棣堜笁绉嶇被鍨嬨€?/p>
銆€銆€鍗婄洿椹辨槸鎸囬鍙跺甫鍔ㄩ娇杞鏉ラ┍鍔ㄦ案纾佺數鏈哄彂鐢碉紝瀹冩槸浠嬩簬鐩撮┍鍜屽弻棣堜箣闂达紝榻胯疆绠辩殑璋冮€熸病鏈夊弻棣堢殑楂橈紝鍙戠數鏈轰篃鐢卞弻棣堢殑缁曠嚎寮忓彉涓烘案纾佸悓姝ュ紡銆傚湪婊¤冻浼犲姩鍜岃浇鑽疯璁$殑鍚屾椂锛岀粨鏋勬洿涓虹揣鍑戯紝璐ㄩ噺杈冭交锛岀淮鎶ら毦搴﹁緝浣庛€傛澶栵紝涓轰簡鍑忚交鏈鸿埍鐨勯噸閲忥紝鍗婄洿椹遍鍔涘彂鐢垫満缁勫涓虹揣鍑戝瀷鏈哄瀷锛屼篃鍑忓皯浜嗛鏈烘瘡鍗曚綅鍗冪摝鍘熸潗鏂欑殑鐢ㄩ噺锛岄檷浣庝簡椋庢満閲嶉噺鍜屼綋绉€?/p>
銆€銆€姝ゅ墠甯傚満鐨勪富娴佷骇鍝佺洿椹卞瀷鍜屽弻棣堬紝鍗婄洿椹辫矾绾垮垯鐩稿灏忎紬銆備笉杩囬殢鐫€琛屼笟鐨勪笉鏂彂灞曞挨鍏舵槸椋庣數骞充环鏃朵唬鐨勫埌鏉ワ紝鍗婄洿椹遍€愭笎鎴愪负浜嗚兘澶熷吋椤炬垚鏈拰鏁堢泭鐨勬渶浣抽€夐」銆?/p>
銆€銆€鍘诲勾浠ユ潵锛岄鐢垫暣鏈哄競鍦哄叏闈㈣繋鏉ヤ簡骞充环鍖栥€傞檷鏈鏁堜箣涓嬶紝鏈虹粍涓嶆柇鍚戝ぇ鍨嬪寲鍙戝睍锛岄鏈轰綋绉拰閲嶉噺閮藉ぇ骞呭鍔犮€傜洿椹辫矾绾块€愭笎鏄剧幇鍑哄姡鍔匡紝涓€鏂归潰锛岃緝澶х殑閲嶉噺鎰忓懗鐫€鍚婅鍜岃繍杈撴垚鏈洿楂橈紝鍙︿竴鏂归潰锛屽ぇ瀹楀師鏂欎环鏍肩殑蹇€熶笂娑紝閾滃拰閽㈡潗鐨勪环鏍间笂娑ㄥ挨鍏惰繀閫燂紝杩欎娇寰楃浉鍚屽崟浣嶆垚鏈笅锛岀洿椹遍潰涓存洿澶х殑鎴愭湰鍘嬪姏銆?/p>
銆€銆€鏈変笓瀹惰〃绀猴紝鍗婄洿椹辫矾绾块噰鐢ㄤ腑閫熼娇杞+涓€熸案纾佸悓姝ュ彂鐢垫満+鍏ㄥ姛鐜囧彉棰戞妧鏈矾绾匡紝缁煎悎浜嗙洿椹遍鏈哄拰鍙岄椋庢満鐨勪紭鐐癸紝鏃㈤伩鍏嶄娇鐢ㄥ绾ч娇杞瀵艰嚧鐨勬晠闅滅巼鍋忛珮锛屽張鍑忚交浜嗘案纾佸彂鐢垫満鐨勪綋绉拰閲嶉噺锛屽姞涔嬬粨鏋勭揣鍑戯紝鍑忓皯浜嗛杞笌濉旀灦闂寸殑璺濈锛屼娇寰楄浇鑽蜂紶閫掕矾寰勫彉鐭紝杩涗竴姝ュ寮轰簡鎵垮姏閮ㄤ欢鐨勫彲闈犳€э紝鏄綋鍓嶆妧鏈潯浠朵笅澶у閲忔満缁勭殑閫夋嫨瓒嬪娍銆?/p>
銆€銆€鍙︿竴椋庣數澶撮儴浼佷笟鏄庨槼鏅鸿兘鍦ㄥ崄鍑犲勾鍓嶅氨灏嗗崐鐩撮┍浣滀负涓昏浜у搧鎶€鏈矾绾匡紝浣滀负鍥藉唴灏戞暟鎺屾彙鍗婄洿椹辨案纾佹贩鍚堥┍鍔ㄦ妧鏈殑椋庢満鍒堕€犲晢锛屽叾澶у厗鐡﹂鏈哄彂灞曡繀閫燂紝鐩墠8MW椋庢満宸茬粡瀹屾垚瀹炶锛?0MW鍜?1MW椋庢満闄嗙画鍙戝竷銆?/p>
銆€銆€2021骞?鏈堬紝鏄庨槼鏅鸿兘瀹e竷鎺ㄥ嚭閲囩敤鍗婄洿椹辨妧鏈殑16MW娴烽鏈哄瀷锛屾槸鐩墠鍏ㄧ悆鏈€澶х殑娴蜂笂椋庢満銆?021骞?2鏈?鏃ワ紝鏄庨槼鏅鸿兘鑷富鐮斿彂鐨勬垜鍥介鍙版紓娴紡娴蜂笂椋庢満鎴愬姛骞剁綉鍙戠數銆傝椤圭洰琚浗瀹惰兘婧愬眬鍒楀叆2021骞村害鑳芥簮棰嗗煙棣栧彴锛堝锛夐噸澶ф妧鏈澶囬」鐩€?/p>
銆€銆€姝ゅ锛屽湪椋庣數璧板嚭鍘绘柟闈紝鍗婄洿椹辫矾绾挎湭鏉ヤ害鍙湡銆傝繎鏃ワ紝鏄庨槼鏅鸿兘瓒婂崡閲戠摨350MW娴蜂笂椋庣數椤圭洰棣栨壒鍙戠數鏈哄彂璐с€傝椤圭洰浣嶄簬瓒婂崡鏈€鍗楃閲戠摨鐪侊紝瑙勫垝瑁呮満瀹归噺350MW锛岃鍒掑竷缃?5鍙板崟鏈哄閲?MW椋庣數鏈虹粍锛屾槸鐩墠鏁翠釜涓滃崡浜氬湴鍖鸿妯℃渶澶х殑娴蜂笂椋庣數鍦哄紑宸ュ缓璁鹃」鐩€?/p>
銆€銆€浠庣洰鍓嶅凡缁忓叕寮€鐨?3瀹惰兘婧愬ぎ浼佹嫑鏍囨暟鎹潵鐪嬶紝鏄庨槼鏅鸿兘2021骞翠腑鏍囪妯′负5561.3MW锛屽崰涓爣瑙勬ā鐨?5.26%锛岀ǔ灞呭墠涓夈€傚叕鍙?021骞翠笁瀛f姤鏁版嵁鏄剧ず锛屾埅鑷?021骞?鏈堝簳锛屽叕鍙稿湪鎵嬭鍗曢珮杈?8.26GW锛堝叾涓?3.9GW寰呮墽琛岃鍗曪紝4.35GW宸蹭腑鏍囨湭绛惧悎鍚岃鍗曪級锛屽墠涓夊搴︽柊澧炶鍗?.09GW锛岄珮棰濈殑鍦ㄦ墜璁㈠崟鏈夋湜椹卞姩鍏徃鍑鸿揣楂樺銆?/p>
銆€銆€鎴嚦2021骞?鏈堝簳锛屾槑闃虫櫤鑳藉凡鎶曚骇鏂拌兘婧愮數绔欏閲忚揪1.27GW锛屽湪寤鸿鏈哄閲忕害2.1GW銆?/p>
銆€銆€鏄庨槼鏅鸿兘杩戞湡鍏竷鐨?021骞翠笟缁╁揩鎶ユ樉绀猴紝2021骞村叏骞村疄鐜版墸闈炲悗褰掓瘝鍑€鍒╂鼎32.79浜垮厓锛屽悓姣斿闀?34.21%锛涘洓瀛e害瀹炵幇鍑€鍒╂鼎12.22浜垮厓锛屽悓姣斿闀?10.94%銆傚叾涓叕鍙告墸闈炲悗褰掓瘝鍑€鍒╂鼎宸茶秴杩囬噾椋庣鎶€銆?/p>
銆€銆€琛屼笟鏀跨瓥绾㈠埄涓嶆柇
銆€銆€鈥滃弻纰斥€濈洰鏍囩殑鎻愬嚭涓哄厜浼忋€侀鐢典负浠h〃鐨勫彲鍐嶇敓鑳芥簮琛屼笟甯︽潵浜嗘洿澶х殑鍙戝睍绌洪棿锛岃涓氭斂绛栫孩鍒╀笉鏂€?/p>
銆€銆€鎹祴绠楋紝涓轰簡鍜屽疄鐜扳€滃弻纰斥€濈洰鏍囩浉鍖归厤锛屸€滃崄鍥涗簲鈥濇湡闂达紝鎴戝浗搴斾繚璇侀鐢靛勾鍧囨柊澧炶鏈?000涓囧崈鐡︿互涓娿€?025骞村悗锛屼腑鍥介鐢靛勾鍧囨柊澧炶鏈哄閲忓簲涓嶄綆浜?000涓囧崈鐡︼紝鍒?030骞磋嚦灏戣揪鍒?浜垮崈鐡︺€?/p>
銆€銆€鎹笉瀹屽叏缁熻锛岀洰鍓嶅凡缁忔湁瓒呰繃20涓渷锛堝尯銆佸競锛夊彂甯冧簡鈥滃崄鍥涗簲鈥濋鐢点€佸厜浼忚鏈鸿鍒掞紝鎬诲拰瓒呰繃528GW锛屽叾涓鐢佃鏈鸿妯$害鍗犱竴鍗娿€?/p>
銆€銆€娴蜂笂椋庣數鏂归潰锛屽北涓溿€佹睙鑻忋€佹禉姹熴€佸箍涓溿€佸箍瑗裤€佹捣鍗椼€佸ぉ娲ャ€佽窘瀹佺瓑鍦板尯宸插垵姝ユ槑纭捣涓婇鐢靛彂灞曠洰鏍囥€傛牴鎹凡鍏紑鏂囦欢锛屸€滃崄鍥涗簲鈥濇湡闂达紝鍏ㄥ浗娴蜂笂椋庣數瑙勫垝鎬昏鏈洪噺瓒?00GW銆?/p>
銆€銆€杩戞湡锛屽浗瀹惰兘婧愬眬銆佸浗瀹跺彂鏀瑰鑱斿悎鍗板彂銆娾€滃崄鍥涗簲鈥濇柊鍨嬪偍鑳藉彂灞曞疄鏂芥柟妗堛€嬪強瑙h銆傛牴鎹В璇伙紝銆娾€滃崄鍥涗簲鈥濇柊鍨嬪偍鑳藉彂灞曞疄鏂芥柟妗堛€嬭仛鐒﹀叚澶ф柟鍚戯紝鏄庣‘浜嗏€滃崄鍥涗簲鈥濇湡闂寸殑閲嶇偣浠诲姟锛岄噸鐐逛换鍔′箣涓€鏄互瑙勬ā鍖栧彂灞曟敮鎾戞柊鍨嬬數鍔涚郴缁熷缓璁俱€?/p>
銆€銆€銆娾€滃崄鍥涗簲鈥濇柊鍨嬪偍鑳藉彂灞曞疄鏂芥柟妗堛€嬪潥鎸佷紭鍖栨柊鍨嬪偍鑳藉缓璁惧竷灞€锛屾帹鍔ㄦ柊鍨嬪偍鑳戒笌鐢靛姏绯荤粺鍚勭幆鑺傝瀺鍚堝彂灞曘€傚湪鐢垫簮渚э紝鍔犲揩鎺ㄥ姩绯荤粺鍙嬪ソ鍨嬫柊鑳芥簮鐢电珯寤鸿锛屼互鏂板瀷鍌ㄨ兘鏀拺楂樻瘮渚嬪彲鍐嶇敓鑳芥簮鍩哄湴澶栭€併€佷績杩涙矙婕犳垐澹佽崚婕犲ぇ鍨嬮鐢靛厜浼忓熀鍦板拰澶ц妯℃捣涓婇鐢靛紑鍙戞秷绾筹紝閫氳繃鍚堢悊閰嶇疆鍌ㄨ兘鎻愬崌鐓ょ數绛夊父瑙勭數婧愯皟鑺傝兘鍔涖€傚墠杩拌〃鎬佹棤鐤戝皢鍒╁ソ椋庣數琛屼笟銆?/p>
銆€銆€鍦ㄤ粖骞寸殑閲嶇偣椤圭洰鏂归潰锛?鏈?1鏃ワ紝骞夸笢鐪佸彂鏀瑰鍙戝竷銆婂叧浜庝笅杈惧箍涓滅渷2022骞撮噸鐐瑰缓璁鹃」鐩鍒掔殑閫氱煡銆嬶紝閫氱煡鍏竷浜嗗箍涓滅渷2022骞撮噸鐐瑰缓璁鹃」鐩鍒掕〃锛屽叾涓秹鍙?8涓鐢甸」鐩紝瑙勬ā鍏辫3524涓囧崈鐡︺€?/p>
銆€銆€椤圭洰鍖呮嫭锛氭捣涓婇鐢垫姇浜ч」鐩?涓紝50涓囧崈鐡︼紱缁缓椤圭洰11涓紝鍏辫750涓囧崈鐡︼紱鏂板紑宸ラ」鐩?涓紝鍏辫95涓囧崈鐡︺€傚箍涓滅渷2022骞撮噸鐐瑰缓璁惧墠鏈熼澶囬」鐩?4涓紝鍖呮嫭13涓捣涓婇鐢甸」鐩紝鍏辫2137涓囧崈鐡︼紱11涓檰涓婇鐢甸」鐩紝鍏辫492涓囧崈鐡︺€?/p>
銆€銆€杩戞湡锛?a href=https://finance.sina.com.cn/realstock/company/sh601016/nc.shtml class="keyword" target=_blank data-sudaclick="content_marketkeywords_p">鑺傝兘椋庣數銆佷腑骞挎牳绛変紒涓氱悍绾峰澶栧彂甯冨ぇ瑙勬ā鐨勯鐢垫満缁勯噰璐嫑鏍囧叕鍛娿€傛湁鍒稿晢鍒嗘瀽甯堟寚鍑猴紝鈥滃崄鍥涗簲鈥濇湡闂存垜鍥介鐢靛勾鍧囨柊澧炶鏈哄皢涓嶄綆浜?000涓囧崈鐡︼紝琛屼笟鏈夋湜鎸佺画淇濇寔鏅皵銆傜洰鍓嶉鐢甸」鐩暣浣撳洖鎶ヨ緝浣筹紝杩愯惀鍟嗗紑鍙戞剰鎰垮己鐑堬紝杩欓兘灏嗕娇寰楄涓氬浜庨珮鏅皵搴︺€?锛堟柊娴储缁?鍒樹附涓斤級