Qhov Kev Thov Rau Dual Carbon Drives Qhov Siab Tshaj Plaws Hauv Kev Txhim Kho Ntawm Cua Thiab Hnub Ci Fais Fab (2)
May 08, 2022
Qhov kev thov rau cov pa roj carbon ob lub zog ua rau muaj kev nce siab hauv kev teeb tsa lub peev xwm ntawm cua thiab hnub ci zog, thiab lub zog hluav taws xob zoo siab txais tos rau keeb kwm kev txhim kho lub sijhawm.
Lub zog cia fuse: Hauv 2025, qhov chaw lag luam thoob ntiaj teb yuav ncav cuag 300-420 lab yuan, sib xws rau CARG ntawm 41.4 feem pua.
Nrog rau kev loj hlob sai ntawm kev teeb tsa lub peev xwm ntawm lub zog tshiab lub zog, kev faib tawm ntawm lub zog cia rau lub zog tshiab tau dhau los ua qhov sib txawv loj. Vim lub volatility, intermittency thiab unpredictability ntawm lub zog tshiab cua thiab hnub ci tsim hluav taws xob (piv txwv li, photovoltaics tsis tuaj yeem tsim hluav taws xob rau hnub huab cua lossis lub zog tsim hluav taws xob tsawg dhau los ua kom tau raws li qhov xav tau ntawm hluav taws xob), lub zog cia khoom tuaj yeem txo tau zoo dua thiab du qhov hloov pauv thiab ua tiav Kev siv ntau dua. Tam sim no, kuv lub teb chaws Tibet, Xinjiang, Qinghai, Inner Mongolia, Jiangsu, Anhui, Zhejiang, Hunan, Shandong thiab lwm lub xeev tau ua tiav cov cai los muab qhov tseem ceeb rau kev sib txuas ntawm kab hluav taws xob thiab ua kom muaj zog ntau teev rau cov chaw nres tsheb hluav taws xob txuas ntxiv nrog kev faib ua feem. lub zog cia.
Peb ntseeg hais tias lub zog cia kev lag luam yuav loj hlob sai nrog txoj kev loj hlob ntawm lub zog tshiab lub zog nyob rau yav tom ntej. Xyoo 2020, qhov sib sau ua ke muaj peev xwm ntawm lub zog cia hauv kuv lub teb chaws yuav ncav cuag 34.9GW, lub peev xwm tsim kho tshiab yuav yog li 2.6GW, thiab cov peev txheej nruab nrab yuav nce li ntawm 8 feem pua rau-xyoo. Hauv kev lag luam tshiab lub zog txuag hluav taws xob, txhua qhov 1GW lub zog cia siv li 6,{10}},{11}} lub ntsiab fuses, thiab txog 30,{13}},000 fuses sab hauv. Raws li qhov no, nws tau kwv yees tias tus nqi ntawm cov fuses siv ib 1GW ntawm lub peev xwm nruab yog kwv yees li 10-14 lab yuan, sib npaug rau xyoo 2020, qhov chaw lag luam yog kwv yees li 26 lab rau 36.4 lab yuan. Nrog rau kev nce ceev hauv lub peev xwm ntawm lub zog tshiab tsim hluav taws xob, lub peev xwm ntawm lub zog khaws cia yuav tsum tau ua kom muaj kev loj hlob ntxiv rau yav tom ntej, tsav kev nthuav dav sai ntawm qhov chaw lag luam fuse. Qhov sib xyaw ua ke kev loj hlob yog 10.8 feem pua. Yog tias qhov kev loj hlob tau khaws cia yav tom ntej, nws tau kwv yees tias qhov sib sau ua ke muaj peev xwm ntawm Tuam Tshoj lub zog cia cov haujlwm hauv xyoo 2025 yuav tsum ncav cuag 64.06GW, nce li ntawm 6 GW piv nrog rau xyoo 2024, thiab qhov sib thooj fuse kev lag luam qhov chaw yog hais txog. 60 lab rau 8400 10, 000 RMB, thiab CAGR hauv 2020-2025 yuav tshaj 18 feem pua.
Raws li "Global Energy Storage Market Outlook" tau tshaj tawm los ntawm Bloomberg New Energy Finance, qhov ntsuas ntawm cov khoom siv hluav taws xob khaws cia tshiab hauv ntiaj teb hauv 2020 yog 5.3GW, thiab lub ntiaj teb tshiab lub zog khaws cia muaj peev xwm yog cia siab tias yuav ncav cuag li 30GW hauv 2025, sib xws rau qhov chaw lag luam ntawm 0.53 GW. ~ 074 lab yuan nce mus rau 3 ~ 420 lab RMB, thiab CARG mus txog 41.4 feem pua.
