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国际能源署:2024年能源技术展望特别报告:推进清洁技术制造(中译版)(115页).pdf

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1、Advancing Clean Technology ManufacturingAn Energy Technology Perspectives Special ReportThe IEA examines the full spectrum of energy issues including oil,gas and coal supply and demand,renewable energy technologies,electricity markets,energy efficiency,access to energy,demand side management and muc

2、h more.Through its work,the IEA advocates policies that will enhance the reliability,affordability and sustainability of energy in its 31 member countries,13 association countries and beyond.This publication and any map included herein are without prejudice to the status of or sovereignty over any t

3、erritory,to the delimitation of international frontiers and boundaries and to the name of any territory,city or area.Source:IEA.International Energy Agency Website:www.iea.orgIEA member countries:AustraliaAustriaBelgiumCanadaCzech RepublicDenmarkEstoniaFinlandFranceGermanyGreeceHungaryIrelandItalyJa

4、panKoreaLithuaniaLuxembourgMexicoNetherlandsNew ZealandNorwayPolandPortugalSlovak RepublicSpainSwedenSwitzerlandRepublic of TrkiyeUnited KingdomUnited StatesThe European Commission also participates in the work of the IEAIEA association countries:Argentina BrazilChinaEgyptIndiaIndonesiaKenyaMoroccoS

5、enegalSingapore South Africa Thailand UkraineINTERNATIONAL ENERGYAGENCYAdvancing Clean Technology Manufacturing Abstract An Energy Technology Perspectives Special Report PAGE|3 I EA.CC BY 4.0.Abstract Governments and firms around the world are racing to define their place in the clean energy economy

6、,which is growing quickly as policy makers develop new industrial strategies that also bolster energy security and address climate change.This Energy Technology Perspectives Special Report is structured to provide decision makers with an analytical toolkit to design and evaluate their strategies for

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本文主要讨论了清洁能源制造业的发展现状和未来趋势。主要观点如下: 1. 清洁能源制造业投资正在快速增长,2023年达到约2000亿美元,比2022年增长70%以上。其中,太阳能光伏和电池制造投资占主导,分别占总投资的90%以上。 2. 2023年,全球太阳能光伏制造能力可以满足2030年所需产能的60%,电池制造能力可以满足需求的55%。预计到2030年,全球电池制造能力将达到900吉瓦时,是当前需求的近三倍。 3. 中国的清洁能源制造业在全球占据主导地位,占全球太阳能光伏模块制造能力的80%以上,电池制造能力的95%。预计到2030年,中国仍将保持这一地位。 4. 清洁能源制造业的成本差异显著,中国的生产成本最低,美国、欧洲的生产成本较高。但通过技术创新和政策支持,这些成本差距可以缩小。 5. 清洁能源制造业的发展对经济增长、就业和能源转型具有重要意义,各国政府和企业正在积极制定策略,以把握这一机遇。
清洁能源制造业投资增长迅速,2023年达到2000亿美元,增长超过70%。 太阳能光伏和电池制造投资占全球清洁能源制造业投资总额的90%以上。 中国在太阳能光伏和电池制造领域占据主导地位,但美国、欧洲和印度也在迅速增长。
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