我国风光装机突破20亿千瓦，光伏首超煤电成第一大电源
China's solar and wind installed capacity has surpassed 2 billion kW, increasing renewable electricity supply.
Source →The trace
How it reaches your house.
Starting from State Grid Corporation of China (SGCC), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Solar-Grade Polysilicon →Stands to benefit中国在该输入上的供给占比高达93.5%，国内风光装机扩张更可能抬升本土多晶硅产业链景气度。
74% confidenceSolar-Grade Polysilicon →Stands to benefitTongwei Co., Ltd.600438.SS
通威在该候选边中的份额为26%，若风光装机扩张带动多晶硅需求上升，它将是直接受益者之一。
68% confidenceState Grid Corporation of China (SGCC) →supply upElectricity (electrolytic refining)
China's wind and solar buildout increases renewable electricity available on the grid, so this electricity input becomes more available for SGCC; the edge's 45% share and low substitutability imply a material effect.
67% confidenceSolar-Grade Polysilicon →Stands to benefitGCL Technology Holdings3800.HK
协鑫科技在该边上的供给份额为18%，国内清洁电源装机提升带来的多晶硅需求改善会传导到其业务。
65% confidenceSolar-Grade Polysilicon →Stands to benefit大全能源在该边中的份额为12%，若装机扩张推高多晶硅需求，其销售和议价环境会相应改善。
61% confidenceSolar-Grade Polysilicon →Stands to benefitXinte Energy1799.HK
新特能源在该候选边中的份额为10%，会从多晶硅需求随装机增长而上升中受益。
58% confidenceHop 2
China →supply upBecause substantially all third-party suppliers and manufacturers are in China, more electricity supply there can raise manufacturing output and availability for e.l.f. products.
89% confidenceElectricity (electrolytic refining) →supply upChina accounts for 57% of this electricity node's country supply share, and the event is a China-specific expansion of renewable generation, so the available electricity supply from China rises.
89% confidenceChina →supply upHop 3
Solar-Grade Polysilicon (9N Purity) →supply upChina accounts for 91% of the supply share on this input, so more renewable electricity should raise domestic polysilicon availability.
83% confidenceCopper and electrical wiring →supply upElectricity (electrolytic refining)
More renewable generation in China should increase electricity availability for the electrolytic refining input that this copper/wiring value chain critically depends on.
81% confidenceSolar-Grade Polysilicon (9N Purity) →Stands to benefitHop 4
Rare earth magnets →Prices riseNeodymium-Praseodymium (NdPr) Oxide/Metal
Wind-buildout-driven demand for rare-earth permanent magnets tightens the core NdPr feedstock, which is a critical and nearly full-dependency input here.
74% confidenceRare earth magnets →Prices riseNdFeB Alloy Strip Cast / Jet Mill Powder
This is the immediate precursor feedstock for finished NdFeB magnets, so a demand lift in magnets transmits strongly into tighter powder supply and higher prices.
73% confidenceRare earth magnets →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Copper and electrical wiring · Semiconductors and chips · Rare earth magnets
In the MyPRIA app, this is checked against your own holdings.