10月30日，国家发展改革委等六部门发布关于大力实施可再生能源替代行动的指导意见。
其中提出，全面提升可再生能源供给能力。
加快推进以沙漠、戈壁、荒漠地区为重点的大型风电光伏基地建设，推动海上风电集群化开发。
当日，三峡能源公告，公司拟投资建设新疆南疆塔克拉玛干沙漠新能源基地项目，项目动态投资金额为718.48亿元。
新能源是绿色金砖，供给缩减，需求超预期加码；机构看好光伏新周期大反转。
民生证券发布研报称，近期受组件价格调涨以及硅料供给端能耗管控预期影响，光伏板块迎来反弹，若后续顶层设计出台相关供给端改革政策，光伏主链盈利有望迎来底部反转。
光伏板块相关企业包括：
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.