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研究报告—地源热泵(附发展环境、全景概览、竞争格局及发展前景预测)
Sou Hu Cai Jing· 2025-09-17 05:46
报告导读: 地源热泵是一种典型的利用浅层岩土体蕴藏的低位热源的节能、环保、可再生能源利用技术,采用热泵原理,既可供热又可制冷的高效节能空调系统。地源 热泵符合国家节能减排的大政方针,是建设资源节约型、环境友好型社会应该大力推广的可持续发展能源利用技术。因此,受到政府和各界的大力支持,行 业具备十分广阔的市场前景。为了更好的改善人们的生产和生活环境,地源热泵技术当前在全国各地得到大面积推广应用,尤其在北京、天津地区更有蓬勃 发展的大好局面。2020年我国地源热泵行业供暖/制冷建筑面积超过8亿㎡,地源热泵装机容量超过2.6万兆瓦;预计2025年我国地源热泵行业供暖/制冷建筑 面积有望达到20亿㎡,地源热泵行业供暖/制冷建筑面积约为3万兆瓦。 为探究地源热泵行业变化趋势(怎么变)、用户需求(要什么)、投放选择(投向哪)、运营方法(如何投)及实践案例(看一看),智研咨询发布了 《2025-2031年中国地源热泵行业市场分析研究及投资潜力研判报告》。 需求容量:据统计,2020年中国地源热泵装机容量超过2.6万兆瓦,2022年中国地源热泵装机容量超过2.7万兆瓦,2024年约为2.85万兆瓦,预计2025年中国 地源热 ...
每3度电中就有1度绿电!风电光伏应用场景亟待进一步拓展
Group 1 - The core viewpoint is that China has established the world's largest and fastest-growing renewable energy system, with renewable energy generation capacity increasing from 40% to approximately 60% [1] - The total electricity consumption in China now includes one-third green electricity, indicating a significant shift towards greener energy sources [1] - Distributed photovoltaic (PV) systems have emerged as a new force, with over 400 million kilowatts of new installations, including 160 million kilowatts from household PV systems, making over 7 million families "PV landlords" [1] Group 2 - China continues to prioritize large-scale renewable energy projects in regions with optimal conditions, such as Qinghai, Gansu, Shaanxi, and Ningxia, leading to the construction of major solar and wind power bases [1] - The "big base, big project" approach has resulted in significant investments and advancements in renewable energy technology, with China's renewable energy patents accounting for over 40% of the global total [1] - The average cost of electricity generated from wind and solar projects has decreased by 60% and 80%, respectively, over the past decade, showcasing China's contribution to global low-carbon transition [1] Group 3 - During the 14th Five-Year Plan, there has been a push to expand small-scale distributed wind and solar power markets, with over 7 million households adopting the "self-use and surplus electricity online" model [2] - The potential for small-scale distributed wind and solar power is significant, as these installations can be located near populated areas, leading to lower investment costs and improved land use [2] - Challenges remain in public awareness and willingness to utilize rooftops or barren land for solar installations, necessitating patience and targeted demonstrations in suitable communities [2] Group 4 - China has established a comprehensive wind and solar power technology system capable of producing a wide range of equipment and facilities [3] - To enhance product offerings, it is crucial to conduct thorough research to identify user needs and improve product design [3]
16家中标!电池储能项目总量超15GWh
行家说储能· 2025-09-16 10:40
Core Viewpoint - Australia has announced the results of its largest battery storage tender, with 16 winners selected to provide a total of 4.13GW/15.37GWh of dispatchable capacity by the end of 2029, primarily using lithium-ion batteries [2][3]. Group 1: Tender Overview - The tender received 124 bids with a total capacity of 34GW/135GWh, aiming to award 4GW/16GWh of dispatchable capacity [3]. - The selected projects are expected to include local resources valued at AUD 3.8 billion (USD 2.53 billion / CNY 18.014 billion) and provide AUD 218.8 million in benefits to Indigenous communities, creating approximately 1,900 jobs during the construction phase [3]. Group 2: Project Details - The largest individual project selected is the Teebar battery storage system proposed by Atmos Renewables, with a capacity of 400MW/1600MWh [5]. - Equis won three projects totaling 550MW/1900MWh, while Akaysha Energy is involved in the Waratah Super Battery project and has secured contracts for additional projects [6]. Group 3: Involvement of Chinese Companies - Chinese energy storage equipment companies have become significant participants in the tender, with Energy Australia, a subsidiary of China Energy Group, winning a project in New South Wales [7]. - Alinta Energy's Reeves Plains project will utilize battery storage systems supplied by CATL, and ACEnergy has also confirmed the supply of battery systems from CATL for its projects [8].
【环球财经】新预测:美国气候政策转向拖累全球气候治理
Xin Hua She· 2025-09-16 09:51
Core Insights - In the first half of this year, U.S. greenhouse gas emissions surged, leading to a global increase compared to the same period last year [1] - A new forecast indicates that the recent shift in U.S. climate policy under the new government towards supporting fossil fuels will hinder global climate governance [1] Group 1: U.S. Climate Policy Changes - The U.S. energy and climate policy has undergone the most drastic shift in recent years since President Trump returned to the White House, which will reduce the U.S. emission reduction rate to half of what was achieved in the past 20 years [1] - In the best-case scenario, where fossil fuels become more expensive and renewable energy is rapidly deployed, U.S. greenhouse gas emissions could only decrease by 43% by 2040, significantly lower than the previous administration's commitment to reduce emissions by 61% to 66% from 2005 levels by 2035 [1] Group 2: Global Climate Impact - The shift in U.S. policy is expected to have profound implications for the global climate crisis [1] - In the worst-case scenario, where the development of clean energy is severely constrained by economic and political factors, U.S. greenhouse gas emissions could potentially increase by the end of the 2030s [1]
林伯强:气候风险冲击农村能源安全丨能源思考
Di Yi Cai Jing· 2025-09-15 12:28
Core Viewpoint - Climate risks are increasingly impacting rural energy systems, necessitating enhanced infrastructure and targeted policy recommendations to mitigate these effects [1][4]. Rural Energy Infrastructure Status - The government is placing significant emphasis on rural energy infrastructure, supported by policies and financial assistance such as low-interest loans and subsidies [2]. - Notable progress has been made in rural energy infrastructure, with increased investment in rural power grids and a significant expansion in coverage [2]. - The rapid development of renewable energy, particularly through initiatives like the photovoltaic poverty alleviation program, has led to a substantial increase in installed capacity [2]. Future Development Focus - Future development will prioritize renewable energy, especially distributed energy systems, and smart grid construction to enhance resilience against climate risks [3]. - The share of fossil fuels in rural energy systems is decreasing, with a broad outlook for renewable energy development [3]. Impact of Climate Risks - Climate risks directly damage energy infrastructure, increasing operational risks for rural energy systems [4][5]. - The costs associated with adapting rural energy infrastructure to climate risks are rising, leading to increased operational burdens [4][6]. - Climate risks contribute to decreased stability and efficiency in energy transportation, impacting overall effectiveness and increasing costs [6]. Strategies to Address Climate Risks - Selecting appropriate locations for energy infrastructure to enhance resilience against climate risks is crucial [7]. - Establishing a climate warning mechanism to improve preemptive capabilities against extreme weather events is necessary [8]. - Promoting advanced energy technologies and improving the smart management of rural energy infrastructure will bolster resilience [9]. - Training energy personnel on climate risk awareness is essential to reduce failure rates in energy infrastructure [10].
年产能10GW!阳光电源计划在埃及建储能电池工
鑫椤储能· 2025-09-15 06:16
Core Viewpoint - Egypt is accelerating its renewable energy strategy, focusing on attracting foreign direct investment and promoting local industry chain development in the renewable energy sector [3]. Group 1: Investment and Projects - Scatec has invested $3.6 billion in energy projects in Egypt under the NWFE (National Water, Food, and Energy Nexus) framework [2]. - Sunshine Power plans to establish a battery storage factory in Egypt with an annual capacity of 10GW, marking a significant step towards localizing the renewable energy industry [3]. - The company is willing to collaborate with Egypt on localizing the industry, aiming to transition from an energy project developer to a core equipment manufacturer [3]. Group 2: Specific Projects - The "Obelisk" solar power plant in Nag Hammadi is being developed, along with a 1GW solar power station and a 200MWh battery storage system for Egyptalum [4]. - The first green hydrogen and green ammonia production facility in Egypt is being developed in the Suez Canal Economic Zone [4]. - The "Shadwan" wind farm in Ras Shukeir and the "green ammonia" project in Dumyat are also part of the ongoing renewable energy initiatives [4].
u200b为缩减俄远东地区电力缺口,俄政府推进发电厂更新改造计划
Shang Wu Bu Wang Zhan· 2025-09-12 16:33
俄能源部正联合多方共同保障俄远东地区发电能力,计划在俄远东地区举办 多场发电厂建设招标,目前正在商讨方案,包括现有发电厂扩建、现代化改造、新 建发电厂等。此外,俄近期举行了远东地区可再生能源项目补充招标,共选定45个 项目,总规划装机容量达1.56吉瓦。其中,风电厂规划装机容量为519.7兆瓦,太阳 能发电厂规划装机容量超1吉瓦。 为缩减俄远东地区电力缺口,俄政府推进发电厂更新改造计划 俄塔斯社网站8月28日报道,俄能源部副部长科纽申科表示,预计到2030 年,俄远东地区电力消耗量将增长26.6%,达10吉瓦。届时,俄远东地区电力缺口 将达78亿千瓦时。若俄远东地区可再生能源项目招标计划实施顺利,缺口或缩减至 50亿千瓦时。 (原标题:u200b为缩减俄远东地区电力缺口,俄政府推进发电厂更新改造计划) ...
为缩减俄远东地区电力缺口,俄政府推进发电厂更新改造计划
Shang Wu Bu Wang Zhan· 2025-09-12 08:12
俄能源部正联合多方共同保障俄远东地区发电能力,计划在俄远东地区举办多场发电厂建设招标,目前 正在商讨方案,包括现有发电厂扩建、现代化改造、新建发电厂等。此外,俄近期举行了远东地区可再 生能源项目补充招标,共选定45个项目,总规划装机容量达1.56吉瓦。其中,风电厂规划装机容量为 519.7兆瓦,太阳能发电厂规划装机容量超1吉瓦。 俄塔斯社网站8月28日报道,俄能源部副部长科纽申科表示,预计到2030年,俄远东地区电力消耗量将 增长26.6%,达10吉瓦。届时,俄远东地区电力缺口将达78亿千瓦时。若俄远东地区可再生能源项目招 标计划实施顺利,缺口或缩减至50亿千瓦时。 ...
报告下载 | “用电大户”数据中心崛起,绿电需求有多高?绿色承诺有多卷?
彭博Bloomberg· 2025-09-12 06:05
随着人工智能爆发式增长和数字化转型的深入,数据中心作为支撑万千应用与服务的基石,正 以前所未有的速度发展,用电需求激增。那么 数据中心的崛起将如何推动绿色电力需求?数据 中心的"绿色承诺"有多卷? 根据彭博新能源财经BloombergNEF(BNEF)近期最新发布的《用电大户数据中心推动电力 需求》报告 ,许多数据中心公司在全球低碳转型背景下已自发设定气候目标。例如,谷歌、 Meta和微软等科技巨头以及托管数据中心企业 Digital Realty、Equinix和 GDS Holdings均计 划于 2030 年前实现净零碳排放,而亚马逊则目标在 2040 年实现碳中和。其中相当一部分公司 已加入气候组织(Climate Group)的RE100倡议,承诺旗下业务每年使用 100%的可再生电力。 一些公司更为雄心勃勃,计划通过全天候无碳能源采购,实现小时和区域电力供需匹配。这些 目标正推动数据中心运营商 加大可再生能源消费。绿色电力采购是最主流的脱碳方式,互联网 巨头在 2024 年签署的清洁电力 PPA 中已经占到 43%。 扫码下载BNEF 《用电大户数据中心推动电力需求》报告 ,您将了解到: | | ...
广发证券首席经济学家郭磊:中国制造与科创崛起是大势所趋
Core Insights - China's economic development is supported by three significant advantages: stock population dividend, delayed gratification dividend, and engineer dividend [2][3][4] - The rise of Chinese manufacturing and technological innovation is an inevitable trend, with a focus on integrating technological and industrial innovation during the 14th Five-Year Plan [5][6] Group 1: Economic Advantages - The stock population dividend is characterized by a large base of 1.4 billion people, which supports substantial industries and business models [3][4] - The delayed gratification dividend reflects the high labor participation and savings rates in China, leading to a rapid capital formation speed [3][4] - The engineer dividend indicates China's fastest technological innovation speed globally [3][4] Group 2: Technological Innovation - China is emerging as a significant global research engine, maintaining the highest quality research output and leading in PCT international patent applications for six consecutive years [4][5] - The 14th Five-Year Plan is expected to emphasize the integration of technological and industrial innovation, with key industries such as artificial intelligence, marine economy, and biomedicine projected to grow significantly [5][6] Group 3: Capital Market Trends - The rapid rise of technological innovation in China is influencing the capital market, with A-share market capitalization surpassing 100 trillion yuan, a 15.6% increase from the end of 2024 [7][8] - The current capital market conditions resemble those of previous high-growth periods, driven by macroeconomic recovery and favorable liquidity conditions [7][8] - The central government aims to enhance the attractiveness and inclusivity of the domestic capital market, which is expected to support high-quality development in technology and industry [8][9]