蓋錫咨詢:5月12日光伏行業要聞速覽2025-05-12 14:52來源(yuan):gessey瀏覽數:249次
1、塞爾維亞TSO EMS簽署11座可再生能源發電廠的電網連接合同 近日(ri),塞(sai)(sai)爾維亞輸電(dian)(dian)系統(tong)運營商Elektromre?aSrbije(EMS)今日(ri)正式簽(qian)(qian)訂(ding)了(le)(le)與11座(zuo)可再(zai)(zai)生能(neng)源發電(dian)(dian)廠(chang)的電(dian)(dian)網連接合(he)同(tong)。輸電(dian)(dian)系統(tong)運營商EMS表示(shi),這些合(he)同(tong)是在(zai)發電(dian)(dian)廠(chang)接入輸電(dian)(dian)網的第二個研(yan)究階段準(zhun)備(bei)階段之后簽(qian)(qian)訂(ding)的。公司進一步指出,新簽(qian)(qian)訂(ding)的合(he)同(tong)中(zhong)所涉及的設施總容量(liang)達到2,052兆瓦。合(he)同(tong)中(zhong)包括了(le)(le)四(si)座(zuo)自平衡太陽(yang)能(neng)發電(dian)(dian)廠(chang),這些發電(dian)(dian)廠(chang)由塞(sai)(sai)爾維亞國有電(dian)(dian)力公司ElektroprivredaSrbije(EPS)與現代工程-UGT可再(zai)(zai)生能(neng)源財團共同(tong)開發,并建立了(le)(le)戰(zhan)略合(he)作伙伴關系。合(he)同(tong)由EMS首席執行官(guan)JelenaMateji?和EPS首席執行官(guan)Du?an?ivkovi?簽(qian)(qian)署。 2、印可再生能源發電量翻倍躍居全球第三,仍面臨原料依賴中國等挑戰 5月5日報道,印能源(yuan)轉型初步取得成(cheng)就,但仍面(mian)臨多重阻礙(ai)。據(ju)全球(qiu)能源(yuan)智庫Ember數據(ju),2020-25年,印可再(zai)生能源(yuan)發電(dian)量(liang)翻(fan)倍(bei),印一(yi)躍成(cheng)為全球(qiu)第三大可再(zai)生能源(yuan)發電(dian)國(guo)。然而,印與中國(guo)在(zai)總量(liang)上存在(zai)較大差(cha)距。2023年,印太陽能組件(jian)產(chan)能約8000萬千(qian)瓦(wa)(wa)(80吉瓦(wa)(wa)),而中國(guo)則超8億千(qian)瓦(wa)(wa)(800吉瓦(wa)(wa)),是(shi)印的10倍(bei)以上。印借鑒中國(guo)“內(nei)需驅(qu)動產(chan)業升級”模式,計劃2030年實(shi)現5億千(qian)瓦(wa)(wa)(500吉瓦(wa)(wa))的非化石能源(yuan)裝機,并通過調整(zheng)補貼(tie)(tie)尋(xun)求突破,例如逐步取消組件(jian)補貼(tie)(tie),轉向電(dian)池和電(dian)池單元補貼(tie)(tie)。然而,這一(yi)路徑背(bei)后暗藏挑戰。 3、8.35GW!遼寧下發2025年第三批風電、光伏項目指標 5月9日,遼寧省發(fa)展改革委(wei)發(fa)布對(dui)《遼寧省2025年第(di)三批風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)、光(guang)伏(fu)發(fa)電(dian)(dian)(dian)(dian)(dian)項目建設(she)方案(征求(qiu)意見稿(gao))》公開征求(qiu)意見的公告。公告顯示,遼寧2025年第(di)三批風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)、光(guang)伏(fu)發(fa)電(dian)(dian)(dian)(dian)(dian)項目建設(she)規(gui)模835萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa),其中風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)795萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa),光(guang)伏(fu)發(fa)電(dian)(dian)(dian)(dian)(dian)40萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa),全部用于支持無補貼風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)光(guang)伏(fu)項目建設(she)。835萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)建設(she)規(gui)模分解到沈陽(yang)市(shi)(225萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian))、大連市(shi)(25萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)、25萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)灘涂光(guang)伏(fu))、錦州市(shi)(90萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian))、阜(fu)新市(shi)(85萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian))、鐵嶺市(shi)(120萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian))、朝陽(yang)市(shi)(195萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian)、15萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)沙(sha)地光(guang)伏(fu))、葫(hu)蘆島市(shi)(30萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian))和(he)沈撫示范區(25萬(wan)(wan)(wan)(wan)千(qian)(qian)(qian)(qian)(qian)瓦(wa)風(feng)(feng)(feng)(feng)電(dian)(dian)(dian)(dian)(dian))。 4、僅一地接入受限!海南公布一季度分布式光伏配電網可開放容量 近日,海南省2025年(nian)第一季度分(fen)布式光伏配電網可(ke)(ke)開(kai)放容(rong)量公布,可(ke)(ke)開(kai)放容(rong)量表顯示,僅白沙縣1地(di)接(jie)網預警等級為(wei)紅(hong)色,10地(di)接(jie)網預警等級為(wei)黃色,其余接(jie)網預警等級全部為(wei)綠(lv)色。 5、總投資近22.6億元!這家公司擬建5GW高效光伏異質結組件項目 5月9日,遼寧(營(ying)口)沿(yan)海(hai)產業基(ji)地(di)發(fa)布(bu)了營(ying)口金(jin)晴太陽(yang)能光伏有限(xian)公司5GW高(gao)效(xiao)光伏異質結電(dian)池及(ji)組件項目(mu)(一期)環境影響(xiang)評價一次公示(shi)。公示(shi)顯示(shi),該項目(mu)位于(yu)遼寧省營(ying)口市(shi)沿(yan)海(hai)產業基(ji)地(di)濱海(hai)大(da)道與國安路交叉(cha)口南300米,為新(xin)建項目(mu),項目(mu)分二期建設,建設生產廠房(fang)、倉庫、研發(fa)辦公樓(lou)、員工宿(su)舍及(ji)其他生產配(pei)套設施等。公示(shi)的項目(mu)為一期,總投(tou)資225991.42萬元,建設組件生產線7條,項目(mu)達產后(hou),年產(chan)5GW高效(xiao)光伏異質結組(zu)件(jian)。 6、30億元!新疆擬建5GW組件+1GW鈣鈦礦光伏項目 5月9日(ri),新疆克(ke)拉瑪依(yi)市(shi)商務局公眾號發布建(jian)設(she)(she)5GW光伏組件和1GW鈣(gai)(gai)鈦礦太(tai)陽能(neng)光伏組件智能(neng)制造(zao)生(sheng)(sheng)產基(ji)地(di)的招商引資(zi)消息。資(zi)料顯示,該項(xiang)目(mu)總(zong)投資(zi)30億(yi)(yi)元(yuan)(yuan)(yuan),位(wei)于新疆克(ke)拉瑪依(yi)市(shi)克(ke)拉瑪依(yi)區云計算(suan)產業(ye)園(數字(zi)經濟產業(ye)園),擬(ni)用地(di)約200畝(mu),項(xiang)目(mu)建(jian)設(she)(she)5GW光伏組件和1GW鈣(gai)(gai)鈦礦太(tai)陽能(neng)光伏組件智能(neng)制造(zao)生(sheng)(sheng)產基(ji)地(di)。其(qi)中設(she)(she)備投資(zi)10億(yi)(yi)元(yuan)(yuan)(yuan),土建(jian)及機電安裝(zhuang)8億(yi)(yi)元(yuan)(yuan)(yuan),流動資(zi)金6億(yi)(yi)元(yuan)(yuan)(yuan),其(qi)他費用6億(yi)(yi)元(yuan)(yuan)(yuan)。建(jian)筑占地(di)面積約8萬(wan)平米(mi),建(jian)設(she)(she)約10萬(wan)平米(mi)廠房、倉庫、綜(zong)合樓宿舍等配套設(she)(she)施。 7、四川高景擴建年產2GW高效組件智能化項目 5月6日,四川宜賓(bin)(bin)高(gao)新(xin)技(ji)(ji)術產(chan)業園區(qu)管(guan)理委員(yuan)會生(sheng)態環(huan)境局發布公(gong)示信(xin)息(xi),擬對四川高(gao)景(jing)擴建年產(chan)2GW高(gao)效(xiao)組(zu)件(jian)智能(neng)化(hua)項目環(huan)境影響評價文件(jian)作出審批意(yi)見。公(gong)示信(xin)息(xi)顯示,項目總(zong)投(tou)資(zi)(zi)50000萬元(yuan),其中(zhong)環(huan)保(bao)投(tou)資(zi)(zi)180萬元(yuan),建設高(gao)效(xiao)組(zu)件(jian)生(sheng)產(chan)車間及(ji)配套(tao)設施(內設Topcon生(sheng)產(chan)線(xian)和BC生(sheng)產(chan)線(xian)各一條)與(yu)綜合(he)倉(cang)庫,建成后形成新(xin)增年產(chan)1GW的(de)N型TOPCon(單(dan)(dan)玻(bo)72P)和1GW的(de)BC(單(dan)(dan)玻(bo)78P)高(gao)效(xiao)光伏組(zu)件(jian)生(sheng)產(chan)能(neng)力。該項目位于四川省宜賓(bin)(bin)市敘(xu)州(zhou)區(qu)(宜賓(bin)(bin)高(gao)新(xin)技(ji)(ji)術產(chan)業園區(qu)),建設單(dan)(dan)位為四川高(gao)景(jing)太陽能(neng)科技(ji)(ji)有限公(gong)司。
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