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生态环境部副部长李高:2035年36亿风电和太阳能装机目标,给企业发出“产业前景非常好”的明确信号
Xin Lang Cai Jing· 2025-12-03 07:21
生态环境部党组成员、副部长李高在央视《对话》栏目中表示,国家自主贡献很容易把它理解为一个减 排的目标,但是NDC一揽子目标是我国高质量发展的目标,是我国绿色低碳转型的目标。 同时它又是一个产业发展的目标,体现在风电太阳能的装机上,力争36亿千瓦以上,给企业发出一个非 常明确的信号,产业的前景非常好。 他介绍,36亿这个数字也考虑到了过去的基础,也考虑到了未来发展的需要。我们不可能永远是一个很 高的速度,到了更大的规模,速度下来是很正常的事情。所以考虑到这种不确定性的因素,选择一个大 家认为经过努力可以实现,既不冒进,又不至于脱离实际的目标。 "36亿实际上从总量上来讲,仍然是一个非常具有雄心的目标。2035年中国36亿的风电和太阳能的装 机,那就已经超过了今天全世界的装机。我们现在大概16、17亿千瓦左右的水平,也就是说未来还要增 加至少1倍到20亿千瓦的一个增量水平。"他说。 生态环境部党组成员、副部长李高在央视《对话》栏目中表示,国家自主贡献很容易把它理解为一个减 排的目标,但是NDC一揽子目标是我国高质量发展的目标,是我国绿色低碳转型的目标。 同时它又是一个产业发展的目标,体现在风电太阳能的装机上,力争 ...
IRA税收抵免岌岌可危,美国太阳能装机量未来五年恐降10%
智通财经网· 2025-06-09 06:55
Core Insights - The U.S. solar industry is expected to see a decline in new installed capacity over the next five years due to federal policy shifts favoring fossil fuels, tariffs, and other challenges [1] - The American Solar Energy Association and Wood Mackenzie predict that new solar capacity in 2030 will be over 10% lower than in 2025 [1] - The industry installed 10.8 GW of capacity in Q1 this year, a 7% year-over-year decline, but still near historical highs [1] Group 1 - The report highlights the anticipated impact of new federal tariffs on key imported materials like steel and aluminum on solar projects [1] - The potential cuts to clean energy tax credits proposed by Congressional Republicans could pose another significant threat to the industry [1] - The solar sector accounted for 69% of the newly added electricity generation in the latest quarter [1] Group 2 - The U.S. solar industry is projected to install 48.6 GW of capacity this year, but this is expected to drop to 43.5 GW by 2030 [2] - Demand from corporate buyers for utility-scale projects is driving industry momentum, despite concerns over federal policies limiting growth [2] - Residential installations fell by 13% to 1.1 GW in Q1, while the utility sector accounted for 9 GW of installations [2] Group 3 - States like Texas, Florida, Ohio, Indiana, and California contributed to 65% of the new capacity [2] - Rising electricity prices are making solar more attractive to consumers, with expected growth in the residential segment from 2025 to 2030 [2] - The industry is currently facing challenges such as high interest rates, tariffs, and less favorable state policies [2]