据市场调研公司GlobalData透露,台湾的累计太阳能装机容量可能从2019年底的4.3吉瓦左右增至2025年底的20吉瓦。预计未来6年内将新增大约20吉瓦的装机容量,其中3吉瓦为屋顶光伏发电、17吉瓦为地面安装项目。
该公司还报告称,2019年新部署的光伏发电容量为1.6吉瓦,且预计今年的新增容量会增加到2.25吉瓦。
GlobalData分析师表示,这种增长预期可归因于台湾政府在9月份公布的新FIT价格。该公司表示:“尽管政府日前宣布修正FIT价格,从2020年初开始小幅度降低太阳能价格,但这种价格对光伏下游市场的发展仍具有吸引力。修正后的太阳能光伏FIT价格为每千瓦时3.9408-5.7788新台币(合0.13-0.19美元)。”
分析师Tarun Bhutani也指出,依赖当地制造的太阳能电池组件的项目有权享受6%的FIT奖励。他还说道:“这项激励措施不仅保护了当地的组件供应商,还促进了本土电池和组件制造业的发展。”除了由新日光能源(NSP)、昱晶(Gintech)和升阳(Solartech)合并而成的United Renewable Energy Company (UREC)以外,所有其他台湾太阳能制造商去年都面临重重困难,包括电池制造商益通光能科技(E-Ton solar Tech)、电池制造商莫泰工业(Motech Industries)及晶圆制造商中美硅晶产品公司(Sino-American Silicon Products)。
Bhutani还表示:“台湾需要过渡成以地面安装系统为主,才能推动吉瓦级市场的发展,而这将面临土地收购的挑战。” 。
尽管近期大型光伏项目土地收购困难重重,台湾仍在规划大型太阳能项目。United Renewable Energy本月宣布,计划明年下半年在台南附近建造一座193兆瓦的太阳能发电厂。
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