1、1.9GW！越南將建設中亞最大光伏項目   

2025年(nian)7月28日(ri)，吉(ji)爾吉(ji)斯斯坦內(nei)閣與越南能源企業Rox Energy Global及RECA LLC簽署協議(yi)，將在東北(bei)部伊塞克湖(hu)州Kyzyl-Oruk村建設(she)總裝(zhuang)機容量達1.9吉(ji)瓦（GW）的太陽能電(dian)站(zhan)。這一中亞地區規(gui)模(mo)最大的光伏項(xiang)目計(ji)劃于2027年(nian)完工，預(yu)計(ji)每年(nian)可(ke)滿(man)足該國20%的電(dian)力需求(qiu)，并減少二氧化碳排放約1800萬(wan)噸。   

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歐(ou)洲復(fu)興(xing)開(kai)發銀行（EBRD）與(yu)歐(ou)盟（EU）近日宣布，聯合提供(gong)最(zui)高達 3,920 萬歐(ou)元的(de)(de)融資，支持阿(a)(a)爾(er)巴(ba)尼(ni)亞(ya)(ya)(ya)建(jian)設(she)一(yi)座容量(liang)為 50MW 的(de)(de)太(tai)陽(yang)能(neng)(neng)(neng)光(guang)伏電(dian)(dian)站。該(gai)電(dian)(dian)站預計年發電(dian)(dian)量(liang)超(chao)過 70GWh，將有助于阿(a)(a)爾(er)巴(ba)尼(ni)亞(ya)(ya)(ya)能(neng)(neng)(neng)源(yuan)結構的(de)(de)多(duo)元化，降低(di)對水電(dian)(dian)的(de)(de)依賴，提升(sheng)能(neng)(neng)(neng)源(yuan)安(an)全。EBRD 與(yu)歐(ou)盟的(de)(de)資金將幫助阿(a)(a)爾(er)巴(ba)尼(ni)亞(ya)(ya)(ya)實現 2030 年光(guang)伏計劃。作為該(gai)一(yi)攬子融資計劃的(de)(de)一(yi)部分(fen)，EBRD 將向阿(a)(a)爾(er)巴(ba)尼(ni)亞(ya)(ya)(ya)國有電(dian)(dian)力(li)公司 Korporata Elelektroenergjitike Shqiptare（KESH）提供(gong) 3,000 萬歐(ou)元的(de)(de)貸款。 KESH 目(mu)(mu)(mu)前運營的(de)(de)電(dian)(dian)力(li)項(xiang)目(mu)(mu)(mu)約占該(gai)國總發電(dian)(dian)量(liang)的(de)(de)   65%。EBRD 表示，該(gai)項(xiang)目(mu)(mu)(mu)符合阿(a)(a)爾(er)巴(ba)尼(ni)亞(ya)(ya)(ya) 2030 年實現 54% 可再生能(neng)(neng)(neng)源(yuan)占比的(de)(de)目(mu)(mu)(mu)標。阿(a)(a)爾(er)巴(ba)尼(ni)亞(ya)(ya)(ya)計劃到 2030 年將非水電(dian)(dian)可再生能(neng)(neng)(neng)源(yuan)裝(zhuang)機容量(liang)提升(sheng)至近 640MW，其中 490MW 將來(lai)自太(tai)陽(yang)能(neng)(neng)(neng)光(guang)伏。   

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石油和天然(ran)(ran)氣巨頭英國石油公司(si)(BP)已(yi)確認將退(tui)出澳(ao)大利亞(ya)可再生能源(yuan)中心(AREH)，這是(shi)一個(ge)計劃(hua)在西澳(ao)大利亞(ya)州建設的 26GW 風能、太(tai)陽能和綠(lv)色氫能項(xiang)目(mu)。這家石油和天然(ran)(ran)氣公司(si)于(yu)2022年收購了(le)該(gai)(gai)大型(xing)綠(lv)色氫能項(xiang)目(mu)40.5% 的股份并成為其運營商，該(gai)(gai)公司(si)向媒體證實，已(yi)告知該(gai)(gai)項(xiang)目(mu)的合作(zuo)伙伴，它(ta)將作(zuo)為運營商和股東退(tui)出該(gai)(gai)項(xiang)目(mu)，轉(zhuan)而專注于(yu)其上游(you)石油和天然(ran)(ran)氣業務。盡管英國石油公司(si)已(yi)退(tui)出該(gai)(gai)項(xiang)目(mu)，但它(ta)仍強(qiang)調該(gai)(gai)項(xiang)目(mu)對于(yu)西澳(ao)大利亞(ya)州礦產(chan)資(zi)源(yuan)豐(feng)富的皮爾巴拉地區(qu)實現脫碳的潛力(li)，并表示將與(yu)AREH合作(zuo)伙伴合作(zuo)，確保“所有權的平穩、高(gao)效轉(zhuan)移”。   

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7月(yue)28日，寧夏回族自(zi)(zi)治區(qu)發(fa)展改革委發(fa)布關于《自(zi)(zi)治區(qu)深(shen)化新(xin)(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)上(shang)網(wang)電(dian)(dian)(dian)(dian)(dian)價(jia)市(shi)場化改革實施方案（征求意(yi)見稿(gao)）》公開征求意(yi)見的(de)公告（進行中）。2025年6月(yue)1日以前投產(chan)的(de)新(xin)(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)存量(liang)(liang)項(xiang)目(mu)(mu)，銜(xian)接現(xian)行保障性新(xin)(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)規模(mo)，分布式(shi)（分散(san)式(shi)）項(xiang)目(mu)(mu)上(shang)網(wang)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)全部納入(ru)機制(zhi)(zhi)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)，集(ji)中式(shi)光(guang)伏、風電(dian)(dian)(dian)(dian)(dian)項(xiang)目(mu)(mu)上(shang)網(wang)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)中納入(ru)機制(zhi)(zhi)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)的(de)比例各為(wei)10%。機制(zhi)(zhi)電(dian)(dian)(dian)(dian)(dian)價(jia)為(wei)寧夏燃煤發(fa)電(dian)(dian)(dian)(dian)(dian)基準價(jia)（0.2595元(yuan)/千瓦時）。執行期限(xian)按(an)(an)照(zhao)項(xiang)目(mu)(mu)達(da)到全生(sheng)命周期合(he)理利用小(xiao)時數與(yu)項(xiang)目(mu)(mu)投產(chan)滿20年較早者確定。執行固(gu)定電(dian)(dian)(dian)(dian)(dian)價(jia)的(de)新(xin)(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)項(xiang)目(mu)(mu)，按(an)(an)照(zhao)原核定電(dian)(dian)(dian)(dian)(dian)價(jia)執行。2025年6月(yue)1日起投產(chan)的(de)新(xin)(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)增(zeng)(zeng)(zeng)量(liang)(liang)項(xiang)目(mu)(mu)，初期納入(ru)機制(zhi)(zhi)的(de)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)規模(mo)與(yu)現(xian)有新(xin)(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)價(jia)格非市(shi)場化比例適當(dang)銜(xian)接，暫按(an)(an)照(zhao)全區(qu)增(zeng)(zeng)(zeng)量(liang)(liang)新(xin)(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)項(xiang)目(mu)(mu)年度預測上(shang)網(wang)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)的(de)10%確定。每(mei)年新(xin)(xin)(xin)(xin)增(zeng)(zeng)(zeng)納入(ru)機制(zhi)(zhi)的(de)電(dian)(dian)(dian)(dian)(dian)量(liang)(liang)規模(mo)，可根據國家下(xia)達(da)的(de)年度非水電(dian)(dian)(dian)(dian)(dian)可再生(sheng)能(neng)(neng)(neng)源(yuan)電(dian)(dian)(dian)(dian)(dian)力(li)消納責(ze)任權重完成(cheng)(cheng)情況(kuang)，以及(ji)用戶(hu)承受能(neng)(neng)(neng)力(li)等因素適時調整。增(zeng)(zeng)(zeng)量(liang)(liang)新(xin)(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)項(xiang)目(mu)(mu)機制(zhi)(zhi)電(dian)(dian)(dian)(dian)(dian)價(jia)通過統一競價(jia)形成(cheng)(cheng)。已投產(chan)和未(wei)來12個月(yue)內投產(chan)、且未(wei)納入(ru)機制(zhi)(zhi)執行范圍的(de)新(xin)(xin)(xin)(xin)能(neng)(neng)(neng)源(yuan)項(xiang)目(mu)(mu)自(zi)(zi)愿參與(yu)競價(jia)。   

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根據(ju)《深圳市關(guan)于大力推進分布(bu)式光(guang)伏發(fa)電(dian)(dian)的若干措(cuo)施》《深圳市分布(bu)式光(guang)伏發(fa)電(dian)(dian)項目管理操作(zuo)辦法》（深發(fa)改(gai)規〔2022〕13號(hao)）有關(guan)要求，我(wo)委組(zu)織(zhi)開展了薄(bo)膜光(guang)伏示(shi)范項目補貼申報工作(zuo)。經過電(dian)(dian)量核查、項目評(ping)審(shen)、部門意見征(zheng)求、集體決策(ce)等環節，現將深圳市薄(bo)膜光(guang)伏示(shi)范項目（第一批）擬(ni)補助項目清(qing)單（詳見附(fu)件(jian)）予以公示(shi)。   

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7月(yue)25日，福萊蒽特(te)公告(gao)稱，鑒于(yu)光伏行(xing)(xing)業(ye)目前的(de)(de)競(jing)爭環境及福萊蒽特(te)（嘉(jia)興）新材料有(you)限公司（以(yi)下簡(jian)稱“嘉(jia)興工廠”）本身(shen)銷(xiao)售不暢(chang)、持續(xu)虧損(sun)的(de)(de)現狀，公司為契合戰略發展方向，同時降低運營成本，決定于(yu)近(jin)日起對(dui)嘉(jia)興工廠實(shi)行(xing)(xing)停產歇業(ye)。據(ju)此前報道，2024年12月(yue)30日，福萊蒽特(te)公告(gao)稱，擬對(dui)嘉(jia)興工廠實(shi)行(xing)(xing)臨時停產。公司相關人士當時對(dui)記者表示，公司仍保留著(zhu)光伏膠膜的(de)(de)技術團隊(dui)，生(sheng)產、行(xing)(xing)政人員較為精簡(jian)，后續(xu)將根據(ju)市(shi)場情況決定是否恢(hui)復生(sheng)產經營。   

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2025年7月29日(ri)國(guo)家(jia)知識產權局信息顯示，晉能光伏技術有(you)限責任公(gong)司申(shen)請(qing)一(yi)項名為(wei)(wei)(wei)“一(yi)種TOPCon電(dian)(dian)(dian)(dian)(dian)池(chi)背面(mian)鈍化(hua)(hua)層(ceng)(ceng)的(de)(de)制(zhi)(zhi)備(bei)方(fang)(fang)法(fa)”的(de)(de)專利，公(gong)開號CN120379386A，申(shen)請(qing)日(ri)期為(wei)(wei)(wei)2025年06月。專利摘要顯示，本(ben)發明公(gong)開了一(yi)種TOPCon電(dian)(dian)(dian)(dian)(dian)池(chi)背面(mian)鈍化(hua)(hua)層(ceng)(ceng)的(de)(de)制(zhi)(zhi)備(bei)方(fang)(fang)法(fa)，涉及太陽(yang)能電(dian)(dian)(dian)(dian)(dian)池(chi)領域(yu)，所述(shu)制(zhi)(zhi)備(bei)方(fang)(fang)法(fa)包括沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)隧穿氧化(hua)(hua)層(ceng)(ceng)，沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)時(shi)間為(wei)(wei)(wei)H1秒(miao)；沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)第(di)一(yi)Poly?Si層(ceng)(ceng)，溫(wen)度為(wei)(wei)(wei)T2，通入硅烷、氫(qing)氣以及磷(lin)烷，并控(kong)制(zhi)(zhi)爐內壓力(li)，預沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)后，通過(guo)射(she)(she)頻(pin)電(dian)(dian)(dian)(dian)(dian)源進(jin)行(xing)(xing)輝(hui)光放電(dian)(dian)(dian)(dian)(dian)，沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)第(di)一(yi)Poly?Si層(ceng)(ceng)，沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)時(shi)間為(wei)(wei)(wei)H2秒(miao)；沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)分(fen)子篩(shai)層(ceng)(ceng)，沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)時(shi)間為(wei)(wei)(wei)H3秒(miao)；預沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)第(di)二Poly?Si層(ceng)(ceng)，溫(wen)度為(wei)(wei)(wei)T4，通入硅烷、氫(qing)氣以及磷(lin)烷，并控(kong)制(zhi)(zhi)爐內壓力(li)，預沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)后，通過(guo)射(she)(she)頻(pin)電(dian)(dian)(dian)(dian)(dian)源進(jin)行(xing)(xing)輝(hui)光放電(dian)(dian)(dian)(dian)(dian)，沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)第(di)一(yi)Poly?Si層(ceng)(ceng)，沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)時(shi)間為(wei)(wei)(wei)H4秒(miao)；沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)MASK層(ceng)(ceng)，沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)時(shi)間為(wei)(wei)(wei)H5秒(miao)；其中(zhong)所述(shu)溫(wen)度T1、T2、T3、T4以及T5依次(ci)梯度遞增。改(gai)恒(heng)溫(wen)沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)為(wei)(wei)(wei)變溫(wen)沉(chen)(chen)(chen)(chen)積(ji)(ji)(ji)，從而控(kong)制(zhi)(zhi)晶粒(li)的(de)(de)成核與生(sheng)長速率，實現了材料性(xing)能的(de)(de)優(you)化(hua)(hua)，提(ti)高(gao)電(dian)(dian)(dian)(dian)(dian)池(chi)片轉換效率。

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