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中国光伏行业协会CPIA: 光伏如何搭乘“新基建”顺风车

发布时间:2020年03月25日    

中国光伏行业协会CPIA报道:

近日,中共中央政治局常务委员会召开会议,指出加快推进国家规划已明确的重大工程和基础设施建设,加快5G网络、数据中心等新型基础设施建设进度。随着中央定调、政策加码,新基建无疑将成接下来的投资“新风口”。

“新基建”概念已经不是第一次提出了,早在2018年底,中央经济工作会议就把5G、人工智能、工业互联网、物联网等新型基础设施建设列为2019年经济建设的重点任务之一。那么什么是“新基建”呢?“新基建”指的是发力于科技段的基础设施建设,主要包括七大领域:5G基建、特高压、城际高速铁路和城际轨道交通、新能源汽车充电桩、大数据中心、人工智能和工业互联网,是相对于铁路、公路、桥梁、水利工程等传统基建而言的。 

YUCITONGSHI,ZUOWEIKEZAISHENGNENGYUANZHONGDE“JIANZISHENG”,GUANGFUFADIANZAI“XINJIJIAN”GAINIANZHONGZHANJUZHEBUKEHUOQUEDEDIWEI,JIANGZAI5G、TEGAOYA、CHONGDIANZHUANG、DASHUJUZHONGXINDENGXIFENLINGYUZHONGFAHUIZHONGYAOZUOYONG。

“XINJIJIAN”BEIDINGDIAOWEIZHONGGUODEXINJINGJIZENGZHANGDIAN。ZAIYIQINGDANGQIANDEYANJUNXINGSHIXIA,BUJINKEYIHUANJIEYIQINGDUIJINGJIDEYINGXIANG,ERQIEKEYICUJINWOGUOJINGJIZHUANXINGHECHANYESHENGJI,CUJINXIANGGUANXINGYEDEJISHUFAZHAN。YANXIA,YIGUANGFUWEIDAIBIAODEXINJIJIANBEIZHENGCEJIAMA,WUYIJIANGWEIGUANGFUCHANYEDEXINYILUNTUIBIANDAILAIXINDEFAZHANJIYU。

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5G+光伏:完美搭档

GENJUZHONGGUOXINXITONGXINYANJIUYUANFABUDE《5GJINGJISHEHUIYINGXIANGBAIPISHU》GUSUAN,DAO2030NIAN,WOGUO5GTOUZIJIANSHEDAIDONGDEZHIJIECHANCHUJIANGDADAO6.3WANYI,JIANJIECHANCHUJIANGDADAO10.6WANYIYUAN。

SUIZHE5GJISHUDEKUAISUFAZHAN,ZHONGGUODEGUANGFUXINGYEYEJIANGDASHANGZHEILIE“KUAICHE”,GUANGFUQIYEXIANGZHINENGZHIZAOZHUANXINGDEJINCHENGJIANGDADATISU。2019NIAN6YUE6RI,GONGXINBUZHENGSHIFAFANG5GSHANGYONGPAIZHAO,BIAOZHEZHONGGUOZHENGSHIJINRU5GSHIDAI,YIGEZHENZHENGDEWANWUHULIANSHIDAIJIJIANGDAOLAI。JUXI,2020NIANZHI2022NIANSHI5GJIANSHEDETOUZIGAOFENGQI,YUNYINGSHANGDEZIBENKAIZHIJIANGZHUBUSHANGYANGYIJIANSHEJIBENFUGAIQUANGUODE5GSHANGYONGWANGLUO。

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特高压+光伏发电:电从远方来,来的是清洁电

GENJUZHONGGUOGUANGFUXINGYEXIEHUITONGJI,JIEZHI2019NIANDI,QUANGUOGUANGFUFADIANLEIJIZHUANGJIDA204.3GW,LIANXUWUNIANWEIJUQUANQIUSHOUWEI。2019NIANQUANNIAN,GUANGFUXINZENGZHUANGJILIANG30.1GW,LIANXUQINIANWEIJUQUANQIUSHOUWEI,GUANGFUFADIANLIANG2243YIQIANWASHI,TONGBIZENGZHANG26.4%,ZAIZONGFADIANLIANGZHONGZHANBI3.1%。BUKEFOUREN,WOGUODEGUANGFUXINGYE“FENGTOUZHENGJING”。

RANER,SUIZHIERLAIDEXIAONAWENTIYERIYITUXIAN,XIBEIDIQUDEXIAONAXINGSHIYANJUN,QIGUANGDIANLIANGZHANQUANGUODE87%。GENJUGUOWANGNENGYUANYANJIUYUANDETONGJI,2019NIAN,XIZANG、XINJIANG、QINGHAIDENGDIDETAIYANGNENGFADIANLIYONGLVJINFENBIEWEI75.9%、92.6%、92.8%。QINGHAISHOUXINNENGYUANZHUANGJIDAFUZENGJIA、FUHEXIAJIANGDENGYINSUYINGXIANG,QIGUANGLVTIGAOZHI7.2%,TONGBITIGAO2.5GEBAIFENDIAN,TAIYANGNENGXIAONAXINGSHICHIXUEHUA。


数据来源:国网能源研究院新能源与统计研究所

YINCI,“JIAKUAITEGAOYAGONGCHENGJIANSHE,KUODAXINNENGYUANXIAONAFANWEI”CHENGWEICUJINGUANGFUFADIANSHUCHUDETUPOKOU。TEGAOYAXIANLUDEJIANCHENG,KEJIANGQIGUANGQUYUDEGUANGFUFADIANSHUSONGDAODONGBUDIQU,CUJINXINNENGYUANFADIANXIAONA。

GENJUGUOJIANENGYUANJUFABUDE《2018NIANDUQUANGUOKEZAISHENGNENGYUANDIANLIFAZHANJIANCEPINGJIA》,2018NIAN,20TIAOTEGAOYAXIANLUNIANSHUSONGDIANLIANG3,983YIQIANWASHI,QIZHONGSHUSONGKEZAISHENGNENGYUANDIANLIANG2,084YIQIANWASHI,ZHANQUANBUNIANSHUSONGDIANLIANGDE52%。GUOJIADIANWANGGONGSIJINGYINGQUFUGAIFANWEINEIDE17TIAOTEGAOYAXIANLUSHUSONGDIANLIANG3,295YIQIANWASHI,QIZHONGKEZAISHENGNENGYUANDIANLIANG1,396YIQIANWASHI,ZHANSHUSONGDIANLIANGDE42%;NANFANGDIANWANGGONGSIJINGYINGQUFUGAIFANWEINEIDE3TIAOTEGAOYAXIANLUSHUSONGDIANLIANG688YIQIANWASHI,QUANBUWEIKEZAISHENGNENGYUANDIANLIANG。

SUIZHE“XINJIJIAN”GAINIANDETICHUYIJI2020NIANTEGAOYAJIANSHEGONGZUODEWENBUTUIJIN,GUANGFUXIAONAWENTIJIANGYOUWANGZAIJINNIANQUDEXINDETUPO。

充电桩+光伏:“光储充”成最具潜力组合

JUTONGJI,JIEZHI2019NIANDI,WOGUOGUONEICHUNDIANDONGQICHEBAOYOULIANGWEI310WANLIANG。SUIZHEXINNENGYUANQICHEDEYUJIAPUJI,RUHEQUEBAOCHONGDIANCHENGWEIDAJIAGUANXINDETOUHAOWENTI。GENJU2YUE27RIZHONGGUODIANDONGQICHECHONGDIANJICHUSHESHICUJINLIANMENGFABUDE2020NIAN1YUEQUANGUODIANDONGQICHECHONGHUANDIANJICHUSHESHIYUNXINGQINGKUANG,JIEZHI2020NIAN1YUE,LIANMENGNEICHENGYUANDANWEIGONGJISHANGBAOGONGGONGCHONGDIANZHUANG53.1WANTAI,JIANSHEANZHUANGDESIRENCHONGDIANZHUANG71.19WANTAI。

GUANGKUODECHONGDIANZHUANGSHICHANGYEWEIGUANGFUSHICHANGDEJINYIBUFAZHANTIGONGLEXINDEPINGTAIHEJIYU。JIYIJINGCUNZAIDESIRENCHONGDIANZHUANGHUOZHEGONGGONGCHONGDIANZHUANGANZHUANGGUANGFUDIANZHAN,YUJIHUYONGWUDINGANZHUANGGUANGFUDIANZHANYIYANG,CAIYONG“ZIFAZIYONG”DEMOSHI,BAITIANLIYONGGUANGFUFADIANJICHONGDIANZHUANGCHONGDIAN,SHENGXIALESHIDIANQIAN。

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大数据中心+光伏:光伏应用未来广阔

“XINJIJIAN”GAINIANSHOUCITICHU“SHUJUZHONGXIN”(IDC),SHIWEIYOUHULIANWANGXUQIUDEYONGHU,TIGONGJIZHONGCUNFANGJISUAN、CUNCHUYIJIWANGLUOSHEBEIDECHANGSUO,TONGSHITIGONGHULIANWANGJICHUFUWU,RUWENDINGGAOSUDEHULIANWANGJIERUDAIKUAN、WENDINGCHONGZUDEDIANLIGONGYING、HENGWENHENGSHIDEJIFANGHUANJING、SHISHIYOUXIAODEJIZHONGJIANKONGDENG。JIANDANLAISHUO,DANGNIFALEYITIAOPENGYOUQUAN,ZAIJIANGLAIMOUNIANMOUYUEDEMOUYITIANZAIDUFANKANSHI,BEIHOUSHIYITAITAIJIQIYUNZHUANCHUANGZAODESHUJUZHONGXINZAIJINXINGZHICHI,YINCI,SHUJUZHONGXINDEHAODIANLIANGSHIXIANGDANGJINGRENDE。GENJUGUANFANGPILU,2018NIAN,QUANGUODESHUJUZHONGXINYONGDIANLIANGWEI1,608.89YIQIANWASHI,ZHANZHONGGUOQUANSHEHUIYONGDIANLIANGDE2.35%,BISHANGHAISHI2018NIANQUANSHEHUIYONGDIANLIANG(1,567YIQIANWASHI)HAIDUO。

GENJUIDCXINGYEBAOGAOYUJI,DAO2021NIANWOGUOSHUJUZHONGXIN(IDC)YEWUDESHICHANGGUIMOJIANGDA2769.6YIYUAN,ZENGSUCHAOGUO30%。RUHELIYONGQINGJIENENGYUAN,JIANGDIGAOMIDUSHUJUZHONGXINDEGAONENGHAOSHUIPING,YESUIZHE“DASHUJUZHONGXIN”DEZAICIBEIBANSHANGTAIMIANCHENGWEIRENMENREYIDEJIAODIAN。SUIZHEQINGJIEDITAN、ANQUANGAOXIAODENENGYUANTIXIGOUJIAN,GUANGFUDENGQINGJIENENGYUANZAIWOGUOYIGUANGFANYINGYONGYUGEXINGGEYE,QIZHONGZAISHUJUZHONGXINJIANSHEFANGMIAN,SHUJUZHONGXINYUNYINGSHANGWEILEMANZUQILVSENENGYUANDEMUBIAO,FENFENXUANZEJIANGGUANGFUDENGQINGJIENENGYUANYONGZUOZHUYAONENGYUAN。

YOUYANJIUFAXIAN,2018NIANZHONGGUOSHUJUZHONGXINXINGYEKEZAISHENGNENGYUANDIANLISHIYONGLIANGZHANBIJINWEI23%,DIYUKEZAISHENGNENGYUANZAIZHONGGUOQUANSHEHUIDIANLIXIAOFEILIANGDEZHANBI26.5%。ZHENDUISHUJUZHONGXINSHIYONGLVSEDIANLIBILIDIZHEIYIXIANZHUANG,《GUANYUJIAQIANGLVSESHUJUZHONGXINJIANSHEDEZHIDAOYIJIAN》ZHICHU,GULISHUJUZHONGXINZHIJIEYUKEZAISHENGNENGYUANFADIANQIYEKAIZHANDIANLIJIAOYI,GOUMAIKEZAISHENGNENGYUANLVSEDIANLIZHENGSHU,SHIXIANSHUJUZHONGXINXINGYEYONGNENGDEQINGJIEDITANHUA。

DANGQIAN,SHOU“XINGUANBINGDU”YIQINGDEYINGXIANG,WOGUOGUANGFUQIYEDEFUGONGFUCHANQINGKUANGJUNSHOUDAOBUTONGCHENGDUDEYINGXIANG,2020NIANDESHICHANGQINGKUANGJIUJINGRUHEHAISHIYIGEWEIZHISHU。DANSHI,ZAI2019NIANBUFENWEIWANCHENGDEJINGJIA/PINGJIAXIANGMU,2020NIANXINZENGDEJINGJIA/PINGJIAXIANGMU,YIJIZIFAZIYONGFENBUSHIHEHUYONGXIANGMU、LINGPAOZHEJIANGLIXIANGMU、GUOJIASHIFANXIANGMUDENGZHUTUIXIA,2020NIANWOGUODEGUANGFUSHICHANGYIDINGHUIBUFUZHONGWANG。ZHEICI“XINJIJIAN”DEZHONGYANGDINGDIAO,ZHANZAISHIDAIDEFENGKOU,XIANGXINGUANGFUZAI2020NIANHUIYOUGENGDADEJINGCAI。


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