重磅政策：国家后期太阳能光伏发电板块后市怎么走？
     10月27日，光伏概念盘中持续拉升，截至发稿，晓程科技、上海电力、华能国际等8股涨停，新风光、福能股份、海优新村等多股纷纷跟涨。近段时间以来，随着碳达峰碳中和目标的推进，光伏行业迎来多重利好刺激。此外，国家能源局在《关于2021年风电、光伏发电开发建设有关事项的通知》中已确定2021年户用光伏5亿元补贴额度，预计补贴标准约每千瓦时3分钱，户用光伏仍将保持较快增长。西部证券认为，限电政策目前对光伏硅料产能影响有限，双控政策下光伏短期或将承压，但长期向好趋势不变。国泰君安则表示，光伏板块的整体表现和市场对光伏的需求预期强相关，每一轮板块行情上涨，都是对需求预期的不断强化。当前行业需求的持续性已得到证实，光伏已进入强劲的平价需求阶段，该机构判断光伏板块将迎来二次行情启动。在能源央企积极介入户用光伏的背后，是今年户用光伏的迅猛发展。
      今年1-8月，我国光伏新增装机22.05GW，同比增长45%，其中户用光伏装机9.52GW，占比达43%，同比增长140%，已达2020年全年装机10.1GW的94%，同期非户用光伏装机12.53GW（包括集中式电站和工商业分布式电站），同比增长12%。户用光伏，已成为推动光伏装机的主力。

Heavy policy: national late solar photovoltaic plate market how to go?

October 27, the photovoltaic concept continued to pull up, as of press time, Xiaocheng Technology, Shanghai Electric Power, Huaneng International and other 8 shares trading limit, new Scenery, Funeng Shares, haiyou New village and other shares have followed up. Recently, with the promotion of carbon peak carbon neutrality, the photovoltaic industry has welcomed multiple positive stimuli.In addition, the National Energy Administration in the "Notice on 2021 Wind power, photovoltaic power Development and Construction of relevant matters" has determined the 2021 household photovoltaic subsidy quota of 500 million yuan, the subsidy standard is expected to be about 3 cents per KWH, household photovoltaic will still maintain rapid growth. Western Securities believes that the power restriction policy currently has a limited impact on photovoltaic silicon capacity. Under the dual control policy, photovoltaic may be under pressure in the short term, but the long-term positive trend remains unchanged.Guotai Junan said that the overall performance of the photovoltaic plate and the market demand for photovoltaic is expected to be strongly related to each round of rising plate prices, is the continuous strengthening of demand expectations. The sustainability of current industry demand has been confirmed, photovoltaic has entered a strong parity demand stage, the agency judged that photovoltaic plate will usher in the second market start. Behind the active involvement of the central energy enterprises in household pv is the rapid development of household PV this year.

From January to August this year, China's new photovoltaic installed capacity is 22.05GW, up 45% year on year, of which household photovoltaic installed capacity is 9.52GW, accounting for 43%, up 140% year on year, has reached 94% of the annual installed capacity of 10.1GW in 2020, the same period of non-household photovoltaic installed capacity is 12.53GW (including centralized power stations and industrial and commercial distributed power stations), That's up 12% from a year ago.Household photovoltaic has become the main force to promote photovoltaic installation.