图表内容
表6:2022-2025年光伏玻璃需求测算
全球新增光伏装机量(GW)
216.78
260.14
286.15
300.46
容配比
1.1
1.1
1.1
1.1
光伏组件需求量(GW)
238.46
286.15
314.76
330.5
硅片渗透率(%)
M6/M10/G12
50/35/15
15/50/35
10/54/36
5/55/40
组件需求量(GW)
M6:单玻/双玻
71.54/47.69
17.88/17.88
10.73/13.12
4.77/7.15
M10:单玻/双玻
50.08/33.38
59.61/59.61
57.95/70.82
52.46/78.69
G12:单玻/双玻
21.46/14.31
41.73/41.73
38.63/47.21
38.15/57.23
光伏玻璃需求量(万吨)-单面
M6:单玻/双玻
395.51/342.43
98.88/128.41
59.33/94.17
26.37/51.36
M10:单玻/双玻
276.54/239.43
329.21/427.55
319.99/507.93
289.71/564.36
G12:单玻/双玻
118.38/102.49
230.19/298.94
213.09/338.23
210.46/409.98
全球光伏玻璃需求量(万吨)
2949.56
3026.35
3065.47
3104.47
国内光伏玻璃需求量(万吨)
2654.61
2723.72
2758.92
2794.02
数据来源:东北证券