十大电力和分散式能源成长机会（2025 年）

Top 10 Growth Opportunities in Power and Distributed Energy, 2025

出版日期: 2025年02月12日 | 出版商:

Frost & Sullivan | 英文 18 Pages | 商品交期: 最快1-2个工作天内

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全球推动脱碳，电力投资持续维持空前水平

可再生能源部署正在加速扩大。 2024 年全球发电投资预计将从 2023 年的 8,561.4 亿美元创下 9,614.5 亿美元的历史新高。可再生能源产业推动了这项投资激增，其中太阳能光伏 (PV) 和风能占 5897.4 亿美元。全球对太阳能和风能的需求正在增加，主要原因是成本下降和监管加强。太阳能和风能的部署对于实现更高水准的清洁电气化至关重要，对于能源转型至关重要。

2024年，美国清洁能源应用将出现前所未有的成长。德克萨斯州和加州已经证明，大规模太阳能和电池资源可以帮助缓解极端天气和高电力需求时期电网面临的挑战。同年，太阳能光电和风力发电占中国电力投资的74.4%。

展望2025年，预计中国和美国将继续在可再生能源领域保持领先地位。这是因为政策制定者、监管者和电网营运商越来越认识到可再生能源的多样化作用，并促进其融入能源结构。

本报告研究了全球电力和能源产业，并确定了 2025 年十大成长机会。

战略要务
十大成长机会
成长机会一：太阳能
成长机会二：离岸风电
成长机会三：水力发电
成长机会#4：陆域风电
成长机会五：设备及零件供应链回流
成长机会6：混合解决方案－可再生能源与储能係统结合
成长机会#7：电力购买协议 (PPA) 的兴起 – 替代资金筹措选择
成长机会八：低温热能脱碳
成长机会#9：地热
成长机会十：提案尖端数位服务
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Product Code: KB47-27

Unprecedented Investment Levels in Power Continue as the Global Movement Towards Decarbonization Increases

Renewable energy deployment is experiencing accelerated growth. Global investment in power generation reached a record high of $961.45 billion in 2024, up from $856.14 billion in 2023. The renewable energy sector led this investment surge, with solar photovoltaic (PV) and wind energy accounting for $589.74 billion. Solar and wind energy demand is increasing globally, primarily due to decreasing costs and supportive regulations. They are essential for the energy transition, as their deployment is crucial for achieving higher levels of clean electrification.

In 2024, the United States saw unprecedented growth in clean energy installations. Texas and California demonstrated that substantial solar and battery resources can help alleviate grid challenges during extreme weather events and periods of high electricity demand. In the same year, solar PV and wind energy accounted for 74.4% of China's power investment mix.

Looking ahead to 2025, China and the United States are expected to maintain their leadership in renewable energy because policymakers, regulators, and system operators increasingly recognize the multiple roles of renewables and will promote their integration into the energy mix.