金吾财讯 | 光伏太阳能股普升，福耀玻璃(03606)涨3.11%，信义玻璃(00868)涨2.25%，新特能源(01799)涨1.8%，信义能源(03868)涨1.28%。消息面上，据央视新闻报道，从南方电网了解到，南方区域新型电力系统加速建设，目前，广东、广西、云南、贵州、海南五省区新能源总装机容量已突破2亿千瓦。截至目前，南方电网经营区域内新能源总装机容量达2.02亿千瓦，占各类电源总装机36.6%，新能源作为第一大电源的地位持续稳固。其中，风电装机容量为6216万千瓦，光伏装机容量12965万千瓦，生物质装机容量946万千瓦。中信证券表示，2024年需求增速不及预期，上半年新产能密集释放导致供需失衡加剧，全行业亏损的背景下企业加速窑炉冷修。2025年国内光伏装机有望保持稳中略增，欧美市场增长或将放缓，新兴市场有望保持较高增长，该行预计2025年全球光伏新增装机量或达560-570GW。
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