澳客彩票

中国光伏行业协会CPIA: 光伏如何搭乘“新基建”顺风车

中国光伏行业协会CPIA报道:

近日,中共中央政治局常务委员会召开会议,指出加快推进国家规划已明确的重大工程和基础设施建设,加快5G网络、数据中心等新型基础设施建设进度。随着中央定调、政策加码,新基建无疑将成接下来的投资“新风口”。

“新基建”概念已经不是第一次提出了,早在2018年底,中央经济工作会议就把5G、人工智能、工业互联网、物联网等新型基础设施建设列为2019年经济建设的重点任务之一。那么什么是“新基建”呢?“新基建”指的是发力于科技段的基础设施建设,主要包括七大领域:5G基建、特高压、城际高速铁路和城际轨道交通、新能源汽车充电桩、大数据中心、人工智能和工业互联网,是相对于铁路、公路、桥梁、水利工程等传统基建而言的。

yucitongshi,zuoweikezaishengnengyuanzhongde“jianzisheng”,guangfufadianzai“xinjijian”gainianzhongzhanjuzhebukehuoquedediwei,jiangzai5g、tegaoya、chongdianzhuang、dashujuzhongxindengxifenlingyuzhongfahuizhongyaozuoyong。

“xinjijian”beidingdiaoweizhongguodexinjingjizengzhangdian。zaiyiqingdangqiandeyanjunxingshixia,bujinkeyihuanjieyiqingduijingjideyingxiang,erqiekeyicujinwoguojingjizhuanxinghechanyeshengji,cujinxiangguanxingyedejishufazhan。yanxia,yiguangfuweidaibiaodexinjijianbeizhengcejiama,wuyijiangweiguangfuchanyedexinyiluntuibiandailaixindefazhanjiyu。

juxi,jiezhimuqian,baokuohebei、henan、shandong、shanxi、jiangxi、jiangsu、fujian、zhongqing、ningxiadengzaineideduogeshengfenyigongbu2020nianzhongdianxiangmujianshemingdan,qizhongshejiguangfudezhongdianxiangmuda30duoge。

5G+光伏:完美搭档

genjuzhongguoxinxitongxinyanjiuyuanfabude《5gjingjishehuiyingxiangbaipishu》gusuan,dao2030nian,woguo5gtouzijianshedaidongdezhijiechanchujiangdadao6.3wanyi,jianjiechanchujiangdadao10.6wanyiyuan。

suizhe5gjishudekuaisufazhan,zhongguodeguangfuxingyeyejiangdashangzheilie“kuaiche”,guangfuqiyexiangzhinengzhizaozhuanxingdejinchengjiangdadatisu。2019nian6yue6ri,gongxinbuzhengshifafang5gshangyongpaizhao,biaozhezhongguozhengshijinru5gshidai,yigezhenzhengdewanwuhulianshidaijijiangdaolai。juxi,2020nianzhi2022nianshi5gjianshedetouzigaofengqi,yunyingshangdezibenkaizhijiangzhubushangyangyijianshejibenfugaiquanguode5gshangyongwangluo。

ciwai,5gzuoweitongxunxinhao,keyimanzumuqianguangfushebeisuoxuyaodexinhaochuanshu,genjuhuaweiyuji,5gzaiguangfushebeitongxunfangmiandedaguimoyingyongdagaixuyao5~8niandeshichangpeiyuguocheng。guangfudianzhanrichangyunweiyeketongguo5ggaoxiaoshixian。yinci,5gyuguangfudegengshencengci、gengdafanweijiehezaiweilaiyedayoukewei,budebushuo,5gjizhanyuguangfudequeshiyidui“wanmeidadang”。

特高压+光伏发电:电从远方来,来的是清洁电

genjuzhongguoguangfuxingyexiehuitongji,jiezhi2019niandi,quanguoguangfufadianleijizhuangjida204.3gw,lianxuwunianweijuquanqiushouwei。2019nianquannian,guangfuxinzengzhuangjiliang30.1gw,lianxuqinianweijuquanqiushouwei,guangfufadianliang2243yiqianwashi,tongbizengzhang26.4%,zaizongfadianliangzhongzhanbi3.1%。bukefouren,woguodeguangfuxingye“fengtouzhengjing”。

raner,suizhierlaidexiaonawentiyeriyituxian,xibeidiqudexiaonaxingshiyanjun,qiguangdianliangzhanquanguode87%。genjuguowangnengyuanyanjiuyuandetongji,2019nian,xizang、xinjiang、qinghaidengdidetaiyangnengfadianliyonglvjinfenbiewei75.9%、92.6%、92.8%。qinghaishouxinnengyuanzhuangjidafuzengjia、fuhexiajiangdengyinsuyingxiang,qiguanglvtigaozhi7.2%,tongbitigao2.5gebaifendian,taiyangnengxiaonaxingshichixuehua。


数据来源:国网能源研究院新能源与统计研究所

澳客彩票yinci,“jiakuaitegaoyagongchengjianshe,kuodaxinnengyuanxiaonafanwei”chengweicujinguangfufadianshuchudetupokou。tegaoyaxianludejiancheng,kejiangqiguangquyudeguangfufadianshusongdaodongbudiqu,cujinxinnengyuanfadianxiaona。

genjuguojianengyuanjufabude《2018nianduquanguokezaishengnengyuandianlifazhanjiancepingjia》,2018nian,20tiaotegaoyaxianlunianshusongdianliang3,983yiqianwashi,qizhongshusongkezaishengnengyuandianliang2,084yiqianwashi,zhanquanbunianshusongdianliangde52%。guojiadianwanggongsijingyingqufugaifanweineide17tiaotegaoyaxianlushusongdianliang3,295yiqianwashi,qizhongkezaishengnengyuandianliang1,396yiqianwashi,zhanshusongdianliangde42%;nanfangdianwanggongsijingyingqufugaifanweineide3tiaotegaoyaxianlushusongdianliang688yiqianwashi,quanbuweikezaishengnengyuandianliang。

suizhe“xinjijian”gainiandetichuyiji2020niantegaoyajianshegongzuodewenbutuijin,guangfuxiaonawentijiangyouwangzaijinnianqudexindetupo。

充电桩+光伏:“光储充”成最具潜力组合

澳客彩票jutongji,jiezhi2019niandi,woguoguoneichundiandongqichebaoyouliangwei310wanliang。suizhexinnengyuanqichedeyujiapuji,ruhequebaochongdianchengweidajiaguanxindetouhaowenti。genju2yue27rizhongguodiandongqichechongdianjichusheshicujinlianmengfabude2020nian1yuequanguodiandongqichechonghuandianjichusheshiyunxingqingkuang,jiezhi2020nian1yue,lianmengneichengyuandanweigongjishangbaogonggongchongdianzhuang53.1wantai,jiansheanzhuangdesirenchongdianzhuang71.19wantai。

guangkuodechongdianzhuangshichangyeweiguangfushichangdejinyibufazhantigonglexindepingtaihejiyu。jiyijingcunzaidesirenchongdianzhuanghuozhegonggongchongdianzhuanganzhuangguangfudianzhan,yujihuyongwudinganzhuangguangfudianzhanyiyang,caiyong“zifaziyong”demoshi,baitianliyongguangfufadianjichongdianzhuangchongdian,shengxialeshidianqian。

xinnengyuanqichedeguangkuolanhaiyejiangshi“guangchuchongyitihua”dejiehebengfachujudadeqianli。liyongdianchichunengxitongxishouguangfudianzhandeyejiandigudian,zaichongdiangaofengqitongguochunengheshidianyiqiweichongdianzhanchongdian,manzuyongdianxuqiu,jishixianlexuefengtiangu,youjieshenglepeidianzengrongfeiyong,zengjialexinnengyuandexiaona,tongshimibuleguangfufadianbulianxuxingdeduanban。suizheguangfuchongdianzhuang/zhuangjiansheyewuzhujiankuoda,guangfu+diandongqichedeshidaijijiangdaolai。

大数据中心+光伏:光伏应用未来广阔

澳客彩票“xinjijian”gainianshoucitichu“shujuzhongxin”(idc),shiweiyouhulianwangxuqiudeyonghu,tigongjizhongcunfangjisuan、cunchuyijiwangluoshebeidechangsuo,tongshitigonghulianwangjichufuwu,ruwendinggaosudehulianwangjierudaikuan、wendingchongzudedianligongying、hengwenhengshidejifanghuanjing、shishiyouxiaodejizhongjiankongdeng。jiandanlaishuo,dangnifaleyitiaopengyouquan,zaijianglaimounianmouyuedemouyitianzaidufankanshi,beihoushiyitaitaijiqiyunzhuanchuangzaodeshujuzhongxinzaijinxingzhichi,yinci,shujuzhongxindehaodianliangshixiangdangjingrende。genjuguanfangpilu,2018nian,quanguodeshujuzhongxinyongdianliangwei1,608.89yiqianwashi,zhanzhongguoquanshehuiyongdianliangde2.35%,bishanghaishi2018nianquanshehuiyongdianliang(1,567yiqianwashi)haiduo。

澳客彩票genjuidcxingyebaogaoyuji,dao2021nianwoguoshujuzhongxin(idc)yewudeshichangguimojiangda2769.6yiyuan,zengsuchaoguo30%。ruheliyongqingjienengyuan,jiangdigaomidushujuzhongxindegaonenghaoshuiping,yesuizhe“dashujuzhongxin”dezaicibeibanshangtaimianchengweirenmenreyidejiaodian。suizheqingjieditan、anquangaoxiaodenengyuantixigoujian,guangfudengqingjienengyuanzaiwoguoyiguangfanyingyongyugexinggeye,qizhongzaishujuzhongxinjianshefangmian,shujuzhongxinyunyingshangweilemanzuqilvsenengyuandemubiao,fenfenxuanzejiangguangfudengqingjienengyuanyongzuozhuyaonengyuan。

youyanjiufaxian,2018nianzhongguoshujuzhongxinxingyekezaishengnengyuandianlishiyongliangzhanbijinwei23%,diyukezaishengnengyuanzaizhongguoquanshehuidianlixiaofeiliangdezhanbi26.5%。zhenduishujuzhongxinshiyonglvsedianlibilidizheiyixianzhuang,《guanyujiaqianglvseshujuzhongxinjianshedezhidaoyijian》zhichu,gulishujuzhongxinzhijieyukezaishengnengyuanfadianqiyekaizhandianlijiaoyi,goumaikezaishengnengyuanlvsedianlizhengshu,shixianshujuzhongxinxingyeyongnengdeqingjieditanhua。

当前,受“新冠病毒”疫情的影响,我国光伏企业的复工复产情况均受到不同程度的影响,2020年的市场情况究竟如何还是一个未知数。但是,在2019年部分未完成的竞价/平价项目,2020年新增的竞价/平价项目,以及自发自用分布式和户用项目、领跑者奖励项目、国家示范项目等助推下,2020年我国的光伏市场一定会不负众望。这次“新基建”的中央定调,站在时代的风口,相信光伏在2020年会有更大的精彩。


通威集团有限公司 @ 2019 TONGWEI 版权所有    总部地址:四川省成都市高新区天府大道中段588号通威国际中心  电话:028-85188888  技术支持:通威传媒