Vatee外汇:光伏扩张回应电力增量

市场资讯06-16 16:54

6月16日，太阳能装机增速预期继续上修，Vatee外汇表示数据中心和电力需求扩张正推动新能源投资逻辑再度受到关注。

　　从供需结构看，Vatee外汇认为当用电需求持续抬升而电源侧加快转型时，光伏等可再生能源的扩容节奏会更直接影响中期电力平衡。

　　对能源市场来说，这类扩张并不只意味着新增装机，还会带动储能、配网与设备投资链条同步活跃，进而改变未来几年行业关注重点。

　　放到后续阶段观察，Vatee外汇判断若新增需求持续兑现，新能源板块的景气预期仍有望维持高位，电力结构调整也会进一步提速。

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