国家发改委：加大力度发展电源侧储能，支撑风光基地开发消纳 
       吉林：全力支持省内西部地区风光开发 
       河南：十四五光伏新增10GW+，重点发展分布式 本周硅料价格延续微涨走势，根据硅业分会数据，由3月份国内外硅料及硅片企业生产计划测算得国内硅料总供应量约为6.3万吨（国内产量5.5万吨，进口量0.8万吨），硅片月预计产量在23.6GW左右，因此预计3月份国内硅料供应仍将维持偏紧局面。据报道隆基前期被美国扣留的光伏组件已被释放，天合光能被扣押的大多数光伏产品也已释放完毕，美国以新疆问题为由对国内光伏企业的制裁影响有限。另外，根据全国新能源消纳检测预计中心，2022年1月全国光伏利用率为98.3%，同比提升0.1pct，其中蒙西和青海地区弃光率略高。 
上周电气设备板块上涨3%，继续延续前一周反弹走势。光伏继续强势反弹。我们认为，目前光伏板块经过前期调整，估值已经出现长期投资价值，建议积极布局光伏板块。 
短期看，原油及天然气价格将维持高位，传统能源价格上涨有利于刺激新能源的新增装机需求。目前光伏一季度排产情况良好，形成淡季不淡的局面，据了解，各环节排产都接近满产。长期看，2022年全球光伏新增装机有望超过200GW，同比增长30%以上。

National Development and Reform Commission: intensify efforts to develop power side energy storage, support the development and consumption of scenic base  

Jilin: fully support the development of scenery in the western part of the province  

Henan: the 14th five-year photovoltaic increase of 10GW+, focus on the development of distributed  

Continue with silicon material prices this week, according to the silicon industry branch data, silicon and silicon chips enterprises at home and abroad by the march production plan is calculated to total domestic silicon material supply about 63000 tons, domestic production of 55000 tons, 08000 tons of imports, silicon month is expected to yield at about 23.6 GW, therefore is expected in March domestic silicon material supply will remain tight.   It is reported that lonji's photovoltaic modules detained by the US have been released, and most of trina solar's photovoltaic products detained have also been released. The US sanctions on domestic photovoltaic enterprises due to the Xinjiang issue have limited impact.  In addition, according to the National New Energy Absorption Testing and Prediction Center, in January 2022, the national photovoltaic utilization rate was 98.3%, with a year-on-year increase of 0.1 PCT, and the light abandonment rate in Mengxi and Qinghai was slightly higher.  

The electrical equipment sector rose 3 per cent last week, continuing the previous week's rally.  Pv continues to rebound strongly.  We believe that the current photovoltaic sector after early adjustment, the valuation has appeared long-term investment value, it is recommended to actively layout the photovoltaic sector.  

In the short term, crude oil and natural gas prices will remain high, while rising traditional energy prices will help spur new energy demand.  At present, photovoltaic production in the first quarter is in good condition, forming a situation of not weak in the off-season. It is understood that the production of all links is close to full production.  In the long run, the global photovoltaic installed capacity is expected to exceed 200GW in 2022, with a year-on-year growth of more than 30%.