Wood Mackenzie预测2023年全球新装机光伏容量将达到近270GW。这个预测增长如果经最终数据确认,将意味着在2022年的基础上实现了33%的显著增长。
该研究机构预测2024年全球太阳能市场将实现1%的同比扩张,而后2025年将达到5%的增长。然而,预计2026年可能发生1%的下降。很明显,包括中国在内的亚太地区将在2032年前在光伏部署市场占主导地位。
Wood Mackenzie表示,中国生产能力的显著上升正将新太阳能装置推到前所未有的高度。
“中国生产能力的大幅扩张正将太阳能装置推到创纪录的水平,”Wood Mackenzie表示。“开发商正利用暴跌的多晶硅价格快速扩张公用规模的太阳能电站,尽管削减风险有所增加。”
报告指出了中国光伏制造版图的重要影响力,并提出中国可能从进口组件过渡到专注上游电池与晶片。研究指出对美国、欧洲和印度当地光伏制造的政策激励在不久的未来不太可能明显侵占中国的市场份额。
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