Core Insights - The International Energy Agency's report indicates that approximately half of the new power generation capacity in the Middle East from 2023 to 2035 will come from photovoltaic (PV) power, with a projected 15-fold increase in installed PV capacity compared to previous levels [2][3] Group 1: Photovoltaic Power Development - The Middle East has significant natural advantages for developing PV power, with many countries setting ambitious development goals to promote energy transition and meet rising demand [2][3] - The region has the highest solar power potential globally, with average solar irradiation exceeding 2000 kWh per square meter annually, particularly in Saudi Arabia, UAE, Morocco, and Egypt [3] - The construction of large-scale PV power plants is becoming a trend, with a focus on integrating energy storage solutions [5][7] Group 2: Energy Transition Goals - Many Middle Eastern countries have set ambitious renewable energy targets, such as Saudi Arabia aiming for a 50% share of renewable energy in its power generation by 2030, and UAE targeting 14 GW of renewable capacity [4] - There is a significant gap between current renewable energy capacity and these ambitious targets, indicating a surge in new renewable energy projects in the coming years [4][6] Group 3: Market Dynamics and Opportunities - Chinese and Indian companies dominate the construction of PV projects in the Middle East, with Chinese firms holding over half of the market share due to their experience and quality [6] - The demand for energy storage is rapidly increasing in the region, with over 20 GWh of announced storage projects, driven by advancements in battery technology and decreasing costs [7] - The integration of storage solutions is becoming essential for new large-scale PV projects in Egypt, with specific ratios of storage capacity being mandated alongside PV installations [7]
【财经分析】中东光伏项目进入“吉瓦级”时代 中印企业各具竞争优势 储能渐成标配
Zhong Guo Jin Rong Xin Xi Wang·2025-10-17 13:03