不要让希音成为中国太阳能发电热潮的典范 I 彭博社

  • 2020年,中国的可再生能源电力安装量增长了87吉瓦,占世界光伏发电量的三分之一以上。

  • 尽管有所增长,但与其他国家相比,该国的太阳能行业在实力和生产力方面有所欠缺。

  • 中国在产能系数方面不如其他国家,只有6.7%,而美国是20.4%。

  • 生产力不足是由几个因素造成的,包括公用事业规模的太阳能工厂相对稀少,以及电网连接和缩减的问题。

  • 中国在建筑屋顶的小规模分布式太阳能方面发展最快,政府已经规定,到2025年,新建公共建筑的一半屋顶空间必须覆盖太阳能电池板。

  • 对粮食安全的担忧可能会导致禁止在农田上开发太阳能,并将迫使太阳能进入不太理想的地点。

  • 政府对屋顶面积的规定可能会阻碍该国太阳能发电的发展。

  • 中国在太阳能电池板生产方面领先于世界,但在发电方面却落后于世界。

  • China’s installations of renewable power grew by 87 GW in 2020, accounting for more than a third of the world’s photovoltaic capacity.

  • Despite the growth, the country’s solar sector is lacking in strength and productivity compared to other countries.

  • China underperforms other countries in terms of capacity factors, with a 6.7% compared to 20.4% in the US.

  • The lack of productivity is due to several factors, including the relative paucity of utility-scale solar plants and issues with grid connection and curtailment.

  • China is moving fastest in small-scale distributed solar on building roofs and the government has mandated that half of the roof space of newly constructed public buildings be covered in solar panels by 2025.

  • Concerns over food security are likely to lead to a ban on solar developments from farmland and will force solar into less optimal locations.

  • Government roof-area mandates may hinder the growth of solar power in the country.

  • China leads the world in solar panel production but is trailing in power generation from them.

链接:Bloomberg - Are you a robot?

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