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Photovoltaic power plant project resources are sought after
Release time:
2023-11-10
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Abstract
The International Energy Agency (IEA) recently released the 2024 "Renewable Energy Report" proposed that in the next decade, solar (4.670, -0.10, -2.10%) photovoltaic will become the core force to promote the rapid development of global renewable energy. Based on existing renewable energy policies, it is expected that the installed capacity of terrestrial PV plants and distributed PV will almost double in the next few years. By 2030, the capacity of terrestrial PV will increase from the current 917.1GW to 3,467.1 GW, and distributed PV will also increase from the current 694.4GW to 2,353.5 GW.
The industry generally believes that the new energy represented by photovoltaic is still a high-quality track with long slopes and thick snow, and new energy assets are expected to gradually usher in the return of value in the future.
All kinds of capital compete for layout
After years of rapid progress, the new energy industry is currently in the stage of deep adjustment and industrial upgrading. At the same time, years of rapid development has also spawned a lot of industry problems. Taking photovoltaic power stations as an example, in some areas, due to the mismatch between rapid installation and delivery channel construction and local load growth, it is difficult to consume, increase the rate of abandoned light and electricity rationing, and decrease the income of market-oriented transaction electricity prices.
At present, the industry has reached a consensus that the photovoltaic industry has entered the bottom of the fourth cycle. A number of industry insiders told the Securities Daily reporter: "You can be sure that it is already the bottom area, as for whether it is the absolute bottom remains to be seen."
Correspondingly, in the secondary market, the valuation of individual stocks in the new energy sector is also mostly depressed. Eastern Wealth (19.950, -0.43, -2.11%)Choice data shows that as of October 14, Zhejiang new energy (7.920, 0.15, 1.86%), 1.58, Jin Kaixin can (5.500, 0.08, 1.43%), 1.23, crystal technology (2.610, 0.05, 1.88%), only, is an electric international (6.310, 0.64 0.12, 1.87%), 0.63 B, guangdong electric power (2.100, 0.02, 0.94%), 0.45.
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