节点:下游(终端消费/应用)位置:下游情绪:利空参考度:10/10


中东战事引发能源价格上涨,德国、英国消费者对屋顶太阳能、电动汽车的兴趣持续提升,意在对冲能源成本的持续上行。初步迹象显示,欧洲民众正将绿色技术作为替代方案纳入考量范畴。

英国最大能源供应商之一Octopus Energy数据显示,中东冲突爆发当周,家庭太阳能相关咨询量较平均水平高出27%;德国企业虽报告兴趣上升,但实际销售数据需数月后才能披露。太阳能分析师Lara Hayim指出,燃料价格冲击与电网不稳定常加速分布式太阳能的采用,过往欧洲、巴基斯坦、黎巴嫩等市场已有先例,当前或再次呈现此趋势。

2022年俄乌冲突后,清洁能源技术需求曾显著增长——各国政府与家庭试图降低对波动化石燃料供应的依赖,推动太阳能板、热泵普及;如今类似情况重演:美国电动车咨询量上升,印度电炉兴趣增加。但半导体生产能源依赖度较高,其价格飙升或推高太阳能系统成本,进而延缓普及进程。

德国可再生能源企业Enpal BV称,自中东战事开始以来..德国热泵价格约为英国两倍,系欧洲成本最高市场之一

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