蓋錫咨詢:7月14日光伏行業要聞速覽2025-07-14 16:59來源:gessey瀏覽數:264次
1、波蘭2024年電網和可再生能源開發投資超過140億茲羅提 根據波(bo)蘭輸配電(dian)(dian)(dian)協會 (PTPiREE) 發(fa)布(bu)的(de)一份報告,電(dian)(dian)(dian)力系統(tong)運營商(shang)在2024年(nian)投(tou)資超(chao)過140億(yi)茲羅提(ti)用于電(dian)(dian)(dian)網現(xian)代化(hua)、連接新客戶(hu)和開發(fa)可再生能源(yuan)。其中(zhong),配電(dian)(dian)(dian)行業的(de)投(tou)資達(da)到125億(yi)茲羅提(ti),比2023年(nian)增加了8億(yi)茲羅提(ti)。2024年(nian),電(dian)(dian)(dian)網基礎設施取得了長(chang)足(zu)發(fa)展(zhan),新建發(fa)電(dian)(dian)(dian)站2900多個(ge)(主(zhu)要是中(zhong)壓/低(di)壓發(fa)電(dian)(dian)(dian)站),線路長(chang)度超(chao)過1萬(wan)公里(li);約有14萬(wan)個(ge)新的(de)光伏微型(xing)裝(zhuang)置接入電(dian)(dian)(dian)網,新增裝(zhuang)機容(rong)量1.5吉(ji)瓦(wa)。截至2024年(nian)底,微型(xing)裝(zhuang)置的(de)總(zong)裝(zhuang)機容(rong)量將(jiang)達(da)到12.7吉(ji)瓦(wa),總(zong)數將(jiang)超(chao)過150萬(wan)個(ge),凸顯了分布(bu)式能源(yuan)日益增長(chang)的(de)作用。 2、新疆電力輔助服務市場實施細則發布 7月9日,新疆(jiang)(jiang)辦市(shi)場(chang)監管處(chu)關于(yu)印發(fa)《新疆(jiang)(jiang)電(dian)(dian)(dian)(dian)力(li)輔(fu)(fu)助服(fu)務市(shi)場(chang)實施細則》的(de)通知,通知指(zhi)出,新疆(jiang)(jiang)省調及(ji)以上(shang)電(dian)(dian)(dian)(dian)力(li)調度機構直調,參(can) 與疆(jiang)(jiang)內電(dian)(dian)(dian)(dian)力(li)電(dian)(dian)(dian)(dian)量(liang)(liang)平衡,單機容量(liang)(liang)10萬(wan)千(qian)瓦(wa)及(ji)以上(shang)的(de)并(bing)網(wang)公用火(huo)(huo) 電(dian)(dian)(dian)(dian)(以下(xia)簡稱(cheng)火(huo)(huo)電(dian)(dian)(dian)(dian)),風電(dian)(dian)(dian)(dian)、光(guang)伏、光(guang)熱(以下(xia)風電(dian)(dian)(dian)(dian)、光(guang)伏、 光(guang)熱統稱(cheng)新能源),全廠(chang)(chang)容量(liang)(liang)5萬(wan)千(qian)瓦(wa)及(ji)以上(shang)的(de)水(shui)電(dian)(dian)(dian)(dian),抽水(shui)蓄(xu)能以及(ji)發(fa)電(dian)(dian)(dian)(dian)上(shang)網(wang)的(de)自備電(dian)(dian)(dian)(dian)廠(chang)(chang)。其中,火(huo)(huo)電(dian)(dian)(dian)(dian)、抽水(shui)蓄(xu)能以機組為(wei) 單位(wei),新能源以場(chang)站為(wei)單位(wei),水(shui)電(dian)(dian)(dian)(dian)、自備電(dian)(dian)(dian)(dian)廠(chang)(chang)以電(dian)(dian)(dian)(dian)廠(chang)(chang)為(wei)單位(wei)參(can)與輔(fu)(fu)助服(fu)務市(shi)場(chang)。 3、浙江136號文過渡文件:存量按現行政策,增量項目90%燃煤基準價、10%現貨 7月11日,浙江省(sheng)發改委、浙江省(sheng)能(neng)源(yuan)(yuan)局發布(bu)《關于做(zuo)好新(xin)(xin)能(neng)源(yuan)(yuan)上(shang)網電(dian)價(jia)市(shi)(shi)(shi)場(chang)化改革過(guo)渡(du)期(qi)有關結(jie)(jie)算(suan)事項的通知》,規定6月1日至正式(shi)出臺省(sheng)級入市(shi)(shi)(shi)政(zheng)策前過(guo)渡(du)期(qi)電(dian)價(jia)政(zheng)策。根據文件(jian),6月1日前全(quan)容量(liang)投產的項目(mu)(mu)(mu)為(wei)存量(liang)項目(mu)(mu)(mu),6月1日起(qi)(含(han))全(quan)容量(liang)投產的為(wei)增量(liang)項目(mu)(mu)(mu)。過(guo)渡(du)期(qi)新(xin)(xin)能(neng)源(yuan)(yuan)存量(liang)項目(mu)(mu)(mu)繼續執行(xing)現行(xing)價(jia)格政(zheng)策及市(shi)(shi)(shi)場(chang)規則。增量(liang)項目(mu)(mu)(mu)90%上(shang)網電(dian)量(liang)執行(xing)省(sheng)煤電(dian)基準價(jia),10%上(shang)網電(dian)量(liang)暫(zan)按照當月現貨實(shi)時市(shi)(shi)(shi)場(chang)發電(dian)側(ce)同類項目(mu)(mu)(mu)(分(fen)風電(dian)、光伏兩類)電(dian)能(neng)量(liang)加權(quan)均(jun)價(jia)結(jie)(jie)算(suan)電(dian)能(neng)量(liang)電(dian)費,計(ji)算(suan)電(dian)能(neng)量(liang)加權(quan)均(jun)價(jia)時只考(kao)慮以“報量(liang)報價(jia)”方式(shi)參(can)與現貨市(shi)(shi)(shi)場(chang)的新(xin)(xin)能(neng)源(yuan)(yuan)項目(mu)(mu)(mu),不分(fen)攤(tan)(分(fen)享)輔助服務(wu)費用、成本(ben)補償費用等市(shi)(shi)(shi)場(chang)費用。 4、中電聯年度報告:2024年風電投資增速是光伏的5.74倍 7月(yue)10日(ri),中國電(dian)(dian)力企(qi)業聯合會舉辦新聞(wen)發布會,發布《中國電(dian)(dian)力行業年(nian)度發展報告(gao)2025》(簡(jian)稱(cheng)“報告(gao)”)。《報告(gao)》顯示,截至(zhi)2024年(nian)底,全(quan)國全(quan)口徑發電(dian)(dian)裝(zhuang)機容量(liang)33.5億(yi)千(qian)(qian)瓦(wa)(wa),同(tong)比(bi)增(zeng)長14.6%。其中,并網風電(dian)(dian)5.2億(yi)千(qian)(qian)瓦(wa)(wa),同(tong)比(bi)增(zeng)長18.0%(其中陸上風電(dian)(dian)4.8億(yi)千(qian)(qian)瓦(wa)(wa),海上風電(dian)(dian)4127萬千(qian)(qian)瓦(wa)(wa));并網太陽能發電(dian)(dian)8.9億(yi)千(qian)(qian)瓦(wa)(wa),同(tong)比(bi)增(zeng)長45.4%(其中,光伏(fu)發電(dian)(dian)8.7億(yi)千(qian)(qian)瓦(wa)(wa),集中式光伏(fu)5.1億(yi)千(qian)(qian)瓦(wa)(wa),分布式光伏(fu)3.8億(yi)千(qian)(qian)瓦(wa)(wa))。 5、8.47GW!重慶2025年第3季度分布式光伏可開放容量公布 7月11日,重(zhong)慶高(gao)新區改(gai)革(ge)發(fa)展局關于(yu)國(guo)網重(zhong)慶市電力公司2025年(nian)第三(san)季度分(fen)布(bu)式光伏可開放容量(liang)公示的公告,根據公告,重(zhong)慶市2025年(nian)第三(san)季度分(fen)布(bu)式光伏可開放容量(liang)為8474.192MW。公告顯示,重(zhong)慶222個(ge)變電站,評(ping)估等(deng)級全部為綠色。 6、貴州省電力總裝機突破1億千瓦、風光新能源3548.2萬千瓦 7月(yue)(yue)10日,貴(gui)州(zhou)省能源(yuan)局發布(bu),截(jie)至2025年6月(yue)(yue)底,貴(gui)州(zhou)省電(dian)(dian)力總裝機突破1億(yi)(yi)(yi)千(qian)(qian)瓦(wa)(wa)、達到10038.8萬(wan)(wan)千(qian)(qian)瓦(wa)(wa),清潔能源(yuan)裝機占(zhan)比超過(guo)六成。其中火(huo)電(dian)(dian)3948.1萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)、水(shui)電(dian)(dian)2298萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)、風光新(xin)能源(yuan)3548.2萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)(風電(dian)(dian)898.7萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)、光伏2649.5萬(wan)(wan)千(qian)(qian)瓦(wa)(wa))、儲能244.5萬(wan)(wan)千(qian)(qian)瓦(wa)(wa)。2025年1~6月(yue)(yue),貴(gui)州(zhou)省發電(dian)(dian)量(liang)保持強勁增長勢頭,累計達1335.1億(yi)(yi)(yi)千(qian)(qian)瓦(wa)(wa)時(shi)(shi),同比增長12%。其中火(huo)電(dian)(dian)900.3億(yi)(yi)(yi)千(qian)(qian)瓦(wa)(wa)時(shi)(shi)、占(zhan)67.4%,水(shui)電(dian)(dian)260億(yi)(yi)(yi)千(qian)(qian)瓦(wa)(wa)時(shi)(shi)、占(zhan)19.5%,風光發電(dian)(dian)量(liang)170.4億(yi)(yi)(yi)千(qian)(qian)瓦(wa)(wa)時(shi)(shi)、占(zhan)12.8%。 7、600MW異質結電池產線設備公開掛牌出讓 江西省公(gong)共資(zi)源(yuan)交(jiao)易網日前發布《贛州市南(nan)康(kang)區(qu)(qu)城市建(jian)設(she)發展集團有限公(gong)司(si)600MW異質結(jie)電池產線設(she)備(bei)公(gong)開掛牌出讓交(jiao)易公(gong)告掛牌出讓公(gong)告》。定于2025年8月(yue)12日10:00在贛州市公(gong)共資(zi)源(yuan)交(jiao)易中心南(nan)康(kang)區(qu)(qu)分中心(南(nan)康(kang)區(qu)(qu)金融中心2號樓三樓)面向社(she)會(hui)對贛州市南(nan)康(kang)區(qu)(qu)城市建(jian)設(she)發展集團有限公(gong)司(si)600MW異質結(jie)電池產線設(she)備(bei)公(gong)開掛牌出讓。
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