太阳能革命
Search documents
外媒:中国光伏“点亮”世界
Xin Lang Cai Jing· 2025-12-31 12:42
中国青年报客户端北京12月31日电(中青报·中青网记者 王梓) 美国《科学》杂志近日公布了2025年度十大科学突破,其中,全球可再生能源的普及被评为"年度突 破"。《科学》杂志认为,2025年,全球可再生能源在多个领域超过传统能源,这一重大转型主要由中 国引领。 停电难题困扰南非多年,但如今,这个发展中国家已找到良方。得益于物美价廉的中国太阳能板和电 池,太阳能与储能系统已广泛应用于南非的各行各业。从购物中心、汽车制造工厂、酒庄、金矿,到过 去仅能点亮灯泡的乡村社区,绿色能源深刻重塑了南非的贸易与工业发展格局,显著改善了当地民众的 生活品质。 南非民众不再完全依赖大型燃煤电厂,这使当地的电力公司开始重新思考其运营模式。南非"非洲可持 续能源"机构的项目经理乔尔·那纳称之为突破世代积弊的"自下而上的变革"。"旧体系意味着电力供应 不可靠、电价高昂。我们曾长期深陷这种困境。"他说。 如今,与南非相似的转型浪潮正在向整个非洲大陆蔓延。全球能源智库"余烬"组织的一份报告显示,截 至2025年6月的12个月内,非洲国家自中国进口的太阳能电池板增加了60%,创历史新高;这或将改变 众多国家的能源格局。 《纽约时报》称,这 ...
白银表现暗藏玄机:涨幅力压黄金,太阳能革命引爆“沉默黑马”
Jin Shi Shu Ju· 2025-11-28 00:25
Core Viewpoint - Silver is gaining attention as a strong investment opportunity due to structural supply shortages and increasing demand from renewable energy technologies, particularly solar panels [2][5]. Group 1: Silver Price Performance - Since October 3, 2023, spot silver has surged 163% from a low of $20.67 per ounce to a historical high of $54.38 per ounce on November 13, 2023, followed by a correction of approximately 5.6% [2]. - In comparison, spot gold rose 142% from $1,813.90 per ounce on October 3, 2023, to a record of $4,381.21 per ounce on October 20, 2023, also experiencing a correction of about 5.0% [2]. - Although silver has not significantly outperformed gold, its stronger percentage increase occurred with less media attention compared to gold [2]. Group 2: Industrial Demand and Supply Dynamics - Industrial demand for silver is projected to increase from 644 million ounces in 2023 to 689.1 million ounces in 2024, with silver used in solar panels rising from 191.8 million ounces to 243.7 million ounces, marking a 158% increase from 94.4 million ounces in 2020 [6]. - The global solar capacity is expected to add approximately 600 gigawatts (GW) in 2024, reaching nearly 1,000 GW by 2030 [7]. - The International Energy Agency anticipates an addition of 4,000 GW of solar power capacity from 2024 to 2030 [8]. Group 3: Market Supply Shortages - By 2030, the demand from the solar sector alone could increase silver demand by nearly 150 million ounces annually, representing a 13% increase on top of the projected physical demand of 1.169 billion ounces in 2024 [9]. - The silver market is expected to face a significant supply gap of 501.4 million ounces in 2024, a substantial increase from 19.4 million ounces in 2023 [10]. - Most silver is produced as a byproduct of mining other metals, meaning supply growth is largely dependent on the economic conditions of those metals rather than silver's fundamentals [10]. - Predictions indicate that global silver production may decline from an expected 944 million ounces in 2023 to 901 million ounces by 2030, due to some mines anticipated to close before 2030 [11].