市场调查报告书
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全球太阳能市场展望更新:2024 年第四季Global Solar PV Market Outlook Update: Q4 2024 |
Wood Mackenzie 的2024 年第四季全球太阳能市场展望汇集了美洲、欧洲、亚太地区以及中东和非洲的区域专业知识,揭示了关键政策、供应链、财务的影响。到 2033 年,全球累计太阳能发电容量预计将达到 6.5 TWdc,与上一季更新相比提升 2%。 2024年中国累计产量将比上年增加25%。由于 2024 年采用率超出预期,亚洲的年度预测已上调 5%。限产和电力交易市场化带来的收益风险打击了投资者情绪,进一步放缓了长期成长。然而,未来十年,全球最大的太阳能发电市场仍将占全球装置容量的一半以上。
Bringing together our regional expertise in the Americas, Europe, Asia Pacific, the Middle East and Africa, Wood Mackenzie's "Global solar PV market outlook Q4 2024" breaks down how the key policy, supply chain, finance and other market developments from the past quarter will affect solar PV buildout across all segments in all territories in the next 10 years. We estimate global solar PV cumulative capacity will reach 6.5 TWdc globally by 2033, which represents a 2% upgrade relative to our previous quarterly update. China's year-to-date 2024 volumes reflect a 25% year-on-year increase. As 2024 installations have outperformed expectations, annual forecasts for the Asian country have been revised upward by 5%. Revenue risks caused by curtailment and power trade marketisation are taking a toll on investor sentiment, leading long-term growth to further decelerate. However, the largest global solar market will still account for over half of global installed capacity in the next 10 years.