English ÈÕ±¾ÕZ
½üÈÕ£¬ÓÉ·ÇÖÞÄÜÔ´ÀíÊ»ᣨAfican Energy Council £©¡¢ÉϺ£ÓÐÉ«ÍøµÈÅäºÏÖ÷°ìµÄÁã̼֮·-¹â·üÓë´¢ÄÜ·å»áÔÚ°¢ÁªÇõ·µÏ°ÝÀֳɾٰ죬¼¯»áÑûÇëÁËÐÐҵר¼Ò¡¢Ñо¿ÈËÔ±ºÍÏȽøµÄÆóÒµ´ú±í»ã¾ÛÒ»Ìã¬ÅäºÏ̽ÌÖÄ¿½ñÐÐÒµÈȵ㻰Ìâ¡£
ÔÚÑô¹âÆÕÕյĵϰݣ¬Óë»á´ú±íÉîÈë̽ÌÖÌ«ÑôÄÜ·¢µç¡¢¹â·ü¼¼Êõ¡¢ÖÇÄܵçÍø¡¢Ì«ÑôÄÜÒ»Ì廯µÈÁìÓòµÄ×îнøÕ¹£¬°üÀ¨¹â·ü¡¢´¢ÄÜÈ«ÇòÉú³¤Õ¹Íû¡¢¹â·ü×îÐÂͶ×Êʱ»ú¡¢È«Çò¹â·ü¼¼ÊõÉú³¤ÒÔ¼°ÄÜÔ´½á¹¹ºÍÉú³¤Ç÷ÊƵȡ£
½üÄêÀ´£¬º£Íå¹ú¼Ò²»¾ø̽Ë÷ÄÜÔ´½á¹¹µ÷½â£¬ÍƽøÂÌÉ«ÄÜÔ´½¨É裬°¢ÁªÇõÔÚ¹â·üÁìÓòÈ¡µÃÁËÖØ´ó½øÕ¹¡£É³ÌØÔÚÉú³¤¹â·üÄÜÔ´·½ÃæÕýÔÚÎȲ½È¡µÃ½øÕ¹£¬2023Äê¹â·ü×°»úÁ¿Îª7GW£¬µ½2030Ä꽫µÖ´ï40GW¡£ÓÉÓÚɳÌØÕþ¸®½üÆÚ½«×ÔÖ÷ÏûÄɵÄÏÞÖÆ´Ó2MWÌá¸ßµ½30MW£¬ÂþÑÜʽ·¢µçÊг¡£¬ÓÈÆäÊǹ¤ÉÌÒµÁìÓòÕýÔÚÅÉú³¤¡£
À´×ÔÖйúµÄ¼¼Êõ±¸ÊÜÇàíù£¬k8¿·¢ÌìÉúÓ®¼Ò¿Æ¼¼ÍâÑóÏúÊÛ×ܼàÓàʫΰ´ú±í¹«Ë¾²Î»á²¢·¢Ñݳö½²£¬½²ÊöÁËÈ«ÇòÄÜÔ´½á¹¹ºÍÉú³¤Ç÷ÊÆ£¬ËûÌåÏÖ£¬È«Çò¿ÉÔÙÉúÄÜÔ´µÄÄêÐÂÔöÈÝÁ¿·ÁËËÄ·¬£¬´Ó2021ÄêµÄ290GWÔö¼Óµ½2030ÄêµÄ½ü1200GW(Ì«ÑôÄܹâ·ü650GW)¡£¿ÉÔÙÉúÄÜÔ´ÔÚ·¢µçÖеķݶ´Ó2021ÄêµÄ28%ÉÏÉýµ½2030ÄêµÄ60%ÒÔÉÏ£¬µ½2050Ä꽫½Ó½ü90%¡£
Ïֽ׶Σ¬NÐÍ×é¼þÕ¼±È²»¾øÌáÉý£¬×é¼þÐÔÄÜÂÔÓвî±ð£¬k8¿·¢ÌìÉúÓ®¼Ò¿Æ¼¼È«Éú̬½á¹¹PÐͺÍNÐͲúÆ·£¬ÓµÓÐPERC£¬TOPCon ºÍHJTµç³ØºÍ×é¼þ²úÆ·¡£Óàʫΰ´Ó×ÔÉíÓµÓеÄÈýÖÖÖ÷Á÷¼¼Êõ×÷ÁË×ÝÏò²úÆ·ÐÔÄܱÈÕÕ£¬°üÀ¨×é¼þ¹¦ÂÊ¡¢Ð§ÂÊ¡¢Ë«ÃæÂÊ¡¢Î¶ÈϵÊý¡¢Ë¥¼õ¼°Èõ¹âÏìÓ¦¡£¶øºáÏòÔòͨ¹ý¶ÔϵͳµÄBOS¡¢LCOE¡¢·¢µçÁ¿½øÐбÈÕÕÆÊÎö¡£²úÆ··½Ã棬ÓÉÓÚTOPCon²úÆ·ÒÑ»ñµÃ´ó×ÚÍƹãÓ¦Óã¬Ïֽ׶ξßÓиü¸ßÐԼ۱ȡ£k8¿·¢ÌìÉúÓ®¼Ò¿Æ¼¼TOPCon²úÆ·¼æÈÝ182¡¢210ºÍ210R¾ØÐεç³Ø£¬×é¼þ¹¦ÂʹæÄ£ÁýÕÖ585W¡¢615WºÍ700W¼°ÒÔÉϲúÆ·£¬¿ÉÂú×ãÊг¡²î±ðÓ¦Óó¡¾°ÐèÇó¡£»ùÓÚTOPCon²úÆ·µÄ¸ß¹¦ÂÊ£¬¸ßЧÂÊ£¬¸ß¿É¿¿ÐÔ£¬¿Éʹϵͳ·¢µçÁ¿ÌáÉýÔ¼3%£¬BOS±¾Ç®Ï½µÔ¼3%£¬LCOEϽµÔ¼4.5%¡£
×é¼þ¸ü¸ßЧ¡¢¸ü¿É¿¿¡¢ÊÙÃü¸ü³¤¡¢ÐÔÄܸüºÃÊÇ×é¼þ³§ÉÌÅäºÏ×·ÇóµÄÖصã¿ÎÌâ¡£ÈçºÎÑ¡È¡ºÏÊʵÄ×é¼þÊÇÐí¶àͶ×ÊÈËÃæÁÙÎÊÌâ¡£k8¿·¢ÌìÉúÓ®¼Ò¿Æ¼¼ÈÏΪ×é¼þµÄÑ¡Ôñ½«»ùÓÚÁ½µã£¬Ò»ÊÇ´Ó¼¼Êõ²ãÃ棬Òò¹â·ü¹¤ÒµÉú³¤ÐèÒª¼¼ÊõÍƶ¯£¬Ö»Óм¼ÊõÖ§³Ö£¬²Å»ª½â¾ö¸ü¶àµÄÓ¦ÓÃÎÊÌâ¡£¶þÊǹ©Ó¦É̲ãÃ棬ѡÔñµÄ¹©Ó¦ÉÌÐèÒª²»¾øÁ¢ÒìºÍ¿ÉÁ¬ÐøÉú³¤£¬ÐèÒªÓÐÁ¼ºÃµÄ²ÆÎñÇé¿ö¡£
k8¿·¢ÌìÉúÓ®¼Ò¿Æ¼¼Á¥ÊôÓÚɽÎ÷Ê¡×î´óµÄÄÜÔ´ÆóÒµk8¿·¢ÌìÉúÓ®¼Ò¿Ø¹É¼¯ÍÅ£¬¹«Ë¾½¨Á¢ÖÁ½ñÒÑÓÐÊ®Äêʱ¼ä£¬´Ó¶à¾§µ½µ¥¾§¡¢PÐ͵½NÐÍ£¬k8¿·¢ÌìÉúÓ®¼Ò¿Æ¼¼ÔÚ¹â·üÐÐҵʼÖÕ¼á³ÖÏȽøÐÐÁУ¬½ØÖÁÄ¿Ç°£¬k8¿·¢ÌìÉúÓ®¼Ò¿Æ¼¼NÐͲúÆ·Õ¼±È´ï80%ÒÔÉÏ£¬ÓµÓи»ºñµÄ²úÆ·¾ÑéÓë³ÉÊìµÄ²úÆ·¿ª·¢Ìåϵ£¬¿É»ùÓÚ¿Í»§ÐèÇó£¬Õë¶ÔÌØÊâÇé¿ö¼°ÐÂÐ͹â·üÓ¦Óó¡¾°£¬½â¾öÐÐҵʹµã¡¢¼¼ÊõÄѵãÒÔ¼°Ó¦ÓÃÌصãÄÑÌ⣬¶àά¶ÈÊÍ·ÅÂÌÉ«¼ÛÖµ£¬ÎªÖն˿ͻ§Ìṩ¸üµÍ̼µÄϵͳ½â¾ö¼Æ»®¡£
k8¿·¢ÌìÉúÓ®¼Ò¿Æ¼¼ÖØÊÓ¿ÉÁ¬ÐøÉú³¤£¬»ý¼«ÍƽøESGÖÎÀíÊÂÇ飬ÂÄÐÐÇé¿ö¡¢Éç»áÒÔ¼°¹«Ë¾ÖÎÀíÔðÈΣ¬½«¿ÉÁ¬ÐøÉú³¤ÀíÄîÈÚÈëµ½¹«Ë¾ÔËÓªÖÎÀíµ±ÖУ¬µþ¼Óĸ¹«Ë¾ÊµÁ¦µÄÖ§³Ö£¬½«Öð²½ÌáÉýÇ¿¾¢ÉúÃüÁ¦£¬¸ßÖÊÁ¿Éú³¤´òÔìÆæÌصÄÐÂÖÊÉú²úÁ¦¡£