·¢²¼Ê±¼ä:2023-09-29 17:14:41 ÎÄÕÂÀ´Ô´:»¥ÁªÍø
΢²© ΢ÐÅ QQ¿Õ¼ä

¶«·½µçÆø¹ÉƱÐÐÇé(¶«·½µçÆøËùÊôÐÐÒµÓкÎÌصã)

´ó¼ÒºÃ£¬Èç¹ûÄú»¹¶Ô¶«·½µçÆø¹ÉƱÐÐÇ鲻̫Á˽⣬ûÓйØϵ£¬½ñÌì¾ÍÓɱ¾Õ¾Îª´ó¼Ò·ÖÏí¶«·½µçÆø¹ÉƱÐÐÇéµÄ֪ʶ£¬°üÀ¨¶«·½µçÆøËùÊôÐÐÒµÓкÎÌصãµÄÎÊÌⶼ»á¸ø´ó¼Ò·ÖÎöµ½£¬»¹Íû¿ÉÒÔ½â¾ö´ó¼ÒµÄÎÊÌ⣬ÏÂÃæÎÒÃǾͿªÊ¼°É£¡

½ñÄêµÄÐÐÇéÂòʲô»ù½ð×îºÃ

2021Äê»ù½ðͶ×ʽ¨Ò飬½ö¹©²Î¿¼£º

1.²»ÒªÖزÖij¸öÐÐÒµ£¬±ÈÈç°×¾Æ£¬Ò½Ò©£¬ÐÂÄÜÔ´£¬°ëµ¼Ì壬ÓеĹÉƱ¹ÀÖµÒѾ­ºÜ¸ßÁË£¬ÕõÁËË­¶¼¿ªÐÄ£¬¿÷Á˸ζù²ü£»ÓÐÖزÖÐÐÒµ¹ÉƱµÄ»ù½ð£¬×îºÃÊǻس·Ò»²¿·Ö£¬ÎÒµÄ×ö·¨ÊÇÄêºóÇå²Ö°×¾Æ»ù½ð£¬ÕǵøÓëÎÒÎ޹أ»

2.²»ÒªÃ¿Ìì¹Ø×¢»ù½ð¸¡¶¯£¬Ñ¡ºÃ»ù½ð¾Í×öºÃ³¤ÆÚ³ÖÓеļƻ®£¬Ò»ÖÜ¿´Ò»´Î¾ÍÐУ¬±Ï¾¹²»ÊǹÉƱ£¬Ò²²»ÊÇͶ»ú£¬Ã»±ØҪÿÌì×ÁÄ¥£¬¸ßƵɧ²Ù×÷¡£³ÖÓÐÖÜÆÚ¶ÌÔò1Ä곤Ôò3Ä꣬¸´ÀûÊÕÒæÊǺܴ̼¤µÄ£»

3.µ÷ÕûºÍÊʵ±½µµÍÔ¤ÆÚ£¬¹ýÍùͶ×Ê»ù½ðÊÇΪÁ˱£ÖµÅÜӮͨÕÍ£¬È¥ÄêÊÇÄ껯ÊÕÒæÂʳ¬¹ý30%£¬2021Äê¿Éµ÷Õûµ½15%-20%£»

4.²»Òª¹ý·Ö×·ÖðÃ÷ÐÇ»ù½ðºÍлù½ð£¬ÓеĻù½ð2020ÄêÖ®ËùÒÔ·­±¶ÊÕÒæÊÇÒòΪ²Èµ½·ç¿ÚÉÏÁË£¬ÅÝÄ­ÑÏÖØ£¬Ñ¡ºÃ»ù½ð×îÖØÒª£¬¿É²Î¿¼ÒÔϼ¸µã£º

1£©»ù½ð¾­ÀíÄêÏÞ³¬¹ý5Ä꣬Åܹý18ÄêÐÜÊÐÇһس·Âʲ»¸ßÓÚ20%£¬³£ÄêÄê¾ùÊÕÒæÂʳ¬¹ý20%£»

2£©ÒÔÖ¸Êý»ù½ðºÍ»ìºÏ»ù½ðΪÖ÷£¬¹ÉƱռ±È²»³¬¹ý85%£¬1ÄêºÍ3ÄêµÄÈý¸öÖ¸±ê¾ù±È½ÏÀíÏ룬°üÀ¨£ºÏÄÆÕ±ÈÂÊ£¬»Ø³·Õ¼±È£¬¿¹·çÏÕ²¨¶¯£»

3£©Ê®´óÖزֹÉƱռ±È²»³¬¹ý60%£¬Ä³¸öÐÐÒµ¹ÉƱռ±È²»³¬¹ý20%£»

4£©ÐÐÒµÏà¶Ô·ÖÉ¢£¬¾ùºâÐÍ·¢Õ¹£¬Ò»Ö§»ù½ðͶ×ÊÐÐÒµ¿ÉÄÒÀ¨µ«²»ÏÞÓÚ£º°×¾Æ£¬Ê³Æ·¼Ó¹¤£¬°×É«¼Òµç£¬ÐóÄÁ£¬Ï¡ÓнðÊô£¬±£ÏÕ£¬ÂÃÓΣ¬·¿²ú£¬»¯¹¤£¬»úе£¬ÐÂÄÜÔ´£¬°ëµ¼Ì壬Èí¼þ£¬ÐÂýÌ壬ҽҩµÈ£»

5£©Á½Ö§»ù½ðÈç¹ûͶ×ÊÁìÓòÖصþ½Ï¶à£¬¶þÑ¡Ò»¼´¿É£»

6£©Èç¹û×ʽ𲻶à»ò¾­Ñé²»×㣬һ֧»ù½ð¿ÉÒÔÇ°ÆÚͶÈë3000-5000£¬È»ºóÿÖÜ»òÿÔ¶¨Í¶£¬Ì¯Æ½³É±¾ºÍ·çÏÕ£»

2021ÄêÎÒ×¼±¸°´ÉÏÃ潨ÒéÀ´µ÷Õû£¬±Ï¾¹Ç®²»ÊǺܶ࣬Ͷ×Ê·ç¸ñÆ«ÎÈÖر£ÊØ£¬ËùÒÔ»áÕâô²¼¾Ö¡£Ò»µã×¾¼û£¬Ò²ÊÇ°´×Ô¼ºµÄÈÏÖª²ã´ÎÀ´¹æ»®µÄ£¬´ó¼Ò¿´¿´ÓÐÓÃû¹þ¡£

·çµçµÄÇ°¾°ÔõÑù

·çµçÐÐÒµÖ÷ÒªÉÏÊй«Ë¾£ºÉϺ£µçÆø(601727)¡¢½ð·ç¿Æ¼¼(002202)¡¢Ã÷ÑôÖÇÄÜ(601615)¡¢Ïæµç·çÄÜ(600416)¡¢¶«·½µçÆø(1072.HKG)¡¢Ì«Ô­Öع¤(600169)µÈ

±¾ÎĺËÐÄÊý¾Ý£ºÈ«Çò·çµçÐÂÔö×°»úÈÝÁ¿ºÍÀÛ¼Æ×°»úÈÝÁ¿¡¢È«Çò·çµçÐÂÔö×°»úºÍÀÛ¼Æ×°»úÇøÓò½á¹¹¡¢·çµçÐÂÔö×°»úºÍÀÛ¼Æ×°»úÈÝÁ¿·Ö¹ú¼ÒÇøÓò¾ºÕù¸ñ¾Ö

·çµçÐÐÒµ¿ìËÙ·¢Õ¹£¬×°»úÈÝÁ¿²»¶ÏÔö¼Ó

¸ù¾ÝÈ«Çò·çÄÜÀíÊ»á(GWEC)·¢²¼¡¶È«Çò·çÄܱ¨¸æ2021¡·Ö¸³ö£¬µÃÒæÓÚ¼¼Êõ½ø²½ºÍÉÌҵģʽ´´Ð£¬·çÄÜÐÐÒµÕýÔÚ¿ìËÙ·¢Õ¹£¬2020ÄêÈ«ÇòÐÂÔö·çµç×°»úÈÝÁ¿93GW£¬½Ï2019Äê´ó·ùÔö³¤ÁË52.96%¡£ÆäÖнÉÏ·çµçÐÂÔö×°»úÈÝÁ¿86.9GW£¬º£ÉÏ·çµçÐÂÔö×°»úÈÝÁ¿Îª6.1GW¡£´ÓÀۼƷçµç×°»úÈÝÁ¿À´¿´£¬½ØÖÁ2020Äêµ×£¬È«Çò·çµçÀÛ¼Æ×°»úÈÝÁ¿´ïµ½742GW£¬ÆäÖнÉÏ·çµçÀÛ¼Æ×°»úÈÝÁ¿707GW£¬º£ÉÏ·çµçÀÛ¼Æ×°»úÈÝÁ¿Îª35GW¡£

ÑÇÌ«µØÇø·çµçÐÂÔö×°»úºÍÀÛ¼Æ×°»ú¾ùΪµÚÒ»£¬Õ¼±È·Ö±ð´ï60%ºÍ47%

2020Ä꣬³ýÅ·ÖÞ¡¢·ÇÖÞºÍÖж«µØÇøÒÔÍ⣬ȫÇòÆäËûµØÇøµÄÐÂÔö·çµç×°»úÈÝÁ¿¶¼È¡µÃÁ˲»Í¬³Ì¶ÈµÄÔö³¤¡£ÆäÖÐÑÇÌ«µØÇøÐÂÔö·çµç×°»úÈÝÁ¿56GW£¬Õ¼Í¬ÆÚÈ«ÇòÐÂÔö×°»úÈÝÁ¿³¬¹ýÒ»°ë(60%)£¬ÔٴγÉΪȫÇò·çµçÔö³¤ÒýÇæ;Å·Ö޺ͱ±ÃÀÖÞÐÂÔö·çµç×°»úÈÝÁ¿Õ¼±È·Ö±ðΪ16%ºÍ18%;À­¶¡ÃÀÖÞÕ¼±È5%;·ÇÖÞºÍÖж«Õ¼±È½öΪ1%¡£

´ÓÈ«Çò·çµçÀÛ¼Æ×°»úÀ´¿´£¬2020ÄêÑÇÖÞÒÔ346700MWµÄÀÛ¼Æ×°»úÈÝÁ¿ÒÀÈ»ÅÅÔÚÊ×λ£¬×°»úÁ¿ÔÚÈ«ÇòÕ¼±ÈΪ47%;Æä´ÎÊÇÅ·ÖÞ£¬ÒÔ218912MWµÄ×°»úÈÝÁ¿½ôËæÆäºó£¬Õ¼±È29%£¬ÃÀÖÞµØÇøÕ¼±È23%£¬ÅÅÃûµÚÈý¡£

ÖйúÐÂÔö×°»úÈÝÁ¿Õ¼±ÈµÚÒ»£¬ÀÛ¼Æ×°»úÈÝÁ¿ÅÅÃû¿¿Ç°

´Ó2020Ä꽵طçµçÐÂÔö×°»úÈÝÁ¿·Ö¹ú¼ÒÇé¿öÀ´¿´£¬ÖйúÐÂÔö×°»úÈÝÁ¿Õ¼±È56%£¬ÅÅÃûµÚÒ»£¬Æä´ÎΪÃÀ¹úÕ¼±È19%¡£´Óº£ÉÏ·çµç·Ö¹ú¼ÒÇé¿öÀ´¿´£¬ÖйúÐÂÔö×°»úÈÝÁ¿Õ¼±È50%£¬ÈÔÈ»ÅÅÃûµÚÒ»;ºÉÀ¼ºÍ±ÈÀûʱռ±È·Ö±ðΪ25%ºÍ12%£¬Î»ÁеڶþºÍµÚÈý¡£

´Ó2020Ä꽵طçµçÀÛ¼Æ×°»úÈÝÁ¿·Ö¹ú¼ÒÇé¿öÀ´¿´£¬ÖйúÀÛ¼Æ×°»úÈÝÁ¿Õ¼±È39%£¬ÅÅÃûµÚÒ»£¬Æä´ÎΪÃÀ¹úÕ¼±È17%¡£´Óº£ÉÏ·çµç·Ö¹ú¼ÒÇé¿öÀ´¿´£¬Ó¢¹úÀÛ¼Æ×°»úÈÝÁ¿Õ¼±È29%£¬ÅÅÃûµÚÒ»;ÖйúºÍµÂ¹úÕ¼±È·Ö±ðΪ28%ºÍ22%£¬Î»ÁеڶþºÍµÚÈý¡£

¡ª¡ªÒÔÉÏÊý¾Ý²Î¿¼Ç°Õ°²úÒµÑо¿Ôº¡¶Öйú·çµçÐÐÒµÊг¡Ç°Õ°ÓëͶ×ÊÕ½ÂԹ滮·ÖÎö±¨¸æ¡·

¶«·½µçÆøËùÊôÐÐÒµÓкÎÌصã

¹ú¼ÒµçÁ¦½á¹¹½øÒ»²½µ÷Õû,¸ÃÐÐÒµ»ðµçµÈ»¯Ê¯ÄÜÔ´Êг¡ÐèÇóÈñ¼õ£¬Ë®µç×ÊÔ´¿É¿ª·¢Á¿¼õÉÙ,Êг¡¾ºÕù¸ü¼Ó¼¤ÁÒ£¬Ê¹µÃË®»ð·¢µçÉ豸¼Û¸ñ³ÖÐøÏ»¬¡£

ÁíÍâ¹ú¼Òµ÷ÕûÄÜÔ´½á¹¹,¼Ó¿ìÐÂÄÜÔ´¿ª·¢,ΪºËµç¡¢·çµç¡¢Ì«ÑôÄÜ·¢Õ¹ÌṩÁËлúÓö¡£

¹ú¼Ò¶Ô·¢µç»ú×éµÄ¾­¼ÃÐÔ¡¢¿É¿¿ÐÔ¡¢½ÚÄÜ»·±£ÐÔÌá³öеÄÒªÇó,Ϊ½ÚÄܼõÅŸÄÔì¡¢Éý²ÎÊý¸ÄÔì¡¢µçվά»¤ÔËÓªµÈ´øÀ´ÐµÄÊг¡Ôö³¤¿Õ¼ä¡£

ºÃÁË£¬±¾Îĵ½´Ë½áÊø£¬Èç¹û¿ÉÒÔ°ïÖúµ½´ó¼Ò£¬»¹Íû¹Ø×¢±¾Õ¾Å¶£¡

ÁíÒ»ÊÓ½Ç

»»Ò»»»