环比增30%!中国10月光伏新增装机延续复苏势头,BNEF预计全年增长依旧强劲
China‘s Solar Power Additions Extend Recovery in OctoberChina‘s solar panel installations continued their recovery in October after falling to near a three-year low in August.中国光伏新增装机量在10月份继续回暖,该数据曾在8月份跌至近三年来低点。A total of 12.6 gigawatts of solar capacity was added last month, up from 9.66 gigawatts in September, according to data released by the National Energy Administration. The monthly figure also represents a drop from the 20.4 gigawatts added in the same period a year earlier.国家能源局公布的数据显示,10月份新增光伏装机12.6吉瓦,高于9月份的9.66吉瓦,但与去年同期的20.4吉瓦相比有所下降。The fourth quarter usually marks the peak construction season for the Chinese solar sector, with installations surging toward year-end. But a new market-based pricing scheme rolled out June 1 prompted developers to rush projects to completion earlier this year. This front-loaded demand led to a significant summer slump, with installations only beginning to recover in September.第四季度通常是中国光伏行业的建设旺季,装机量会在年底前激增。但今年61日实施的市场化电价机制促使开发商提前完工。这种抢装需求导致夏季装机量大幅下滑,直到9月份才开始回升。Despite this volatility, the full-year outlook remains strong. BloombergNEF forecasts a 21% year-on-year increase in solar installations driven by the utility-scale sector, which is less affected by the new pricing policy.尽管存在波动,但全年展望依然强劲。彭博新能源财经预测,在受新政策影响较小的公用事业规模项目的带动下,中国今年光伏新增装机将同比增长21%In addition, China added 8.9 gigawatts of wind power in October, while newly installed thermal power stood at 8.4 gigawatts, according to the NEA.此外,10月份中国新增风电装机8.9吉瓦,新增火电装机8.4吉瓦。祝大家明天更美好!