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市场调查报告书
商品编码
1917910

公用事业规模太阳能发电市场－2026-2031年预测

Utility Scale Solar Market - Forecast from 2026 to 2031
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 143 Pages | 商品交期: 最快1-2个工作天内

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简介目录

预计公用事业规模的太阳能发电市场将从 2025 年的 802.77 亿美元成长到 2031 年的 1,125.33 亿美元，复合年增长率为 5.79%。

公用事业规模的太阳能光电市场是全球能源领域一个基础且快速成长的细分市场，专门针对直接向电网供电的公用事业规模太阳能发电厂。这些太阳能发电厂通常定义为装置容量大于1兆瓦（MW）的计划，由独立电力生产商、电力公司或机构投资者开发、拥有和营运。该市场的强劲成长得益于不断增强的经济竞争力、政府扶持政策、大量资本流入，以及其在实现脱碳目标和满足日益增长的电力需求方面发挥的关键作用，使其成为全球新增发电容量的主要来源。

推动市场扩张的关键且强劲的动力之一是公用事业规模太阳能光电的平准化电力成本（LCOE）持续显着下降。这种成本竞争力得益于技术进步、生产规模扩大和安装效率提升，使得太阳能光电发电成为全球大多数市场最具成本竞争力的新型发电选择之一。与石化燃料替代能源能源相比，太阳能光电发电的成本持平，甚至在许多情况下更具优势，这正是促使公用事业公司和企业透过购电协议（PPA）采购能源的根本经济驱动因素。提供长期固定价格的清洁能源合同，能够有效对冲石化燃料价格波动所带来的风险，并构成企业永续性策略的基础。

在降低成本的同时，全球政策也强劲推进，以支持可再生能源的部署。各国和区域政府正在实施雄心勃勃的清洁能源目标、碳减排承诺以及支持性的法规结构，以加速能源转型。可再生能源电站配额制（RPS）、上网电价补贴（FIT）、税收优惠（例如投资税额扣抵）以及简化的审批程序等机制，对于降低大型计划的风险并确保其融资可行性至关重要。这种一致的政策方向为公用事业规模开发所需的大量领先资本投资提供了长期的市场确定性。

来自机构投资者、私募股权和基础设施基金的大量资金流入是市场成长的关键驱动力。此资产类别因其稳定的长期回报以及与环境、社会和管治(ESG) 投资政策的契合度而备受青睐。充裕的资本供应为吉瓦级计划储备提供了资金筹措，推动了产业透过併购整合，并支持了复杂资金筹措结构的开发，从而进一步降低资本成本并加快专案部署速度。

市场也受益于持续的技术和营运创新。这些进步包括高效能双面组件的推出、可最大限度提高能量输出的单轴追踪系统，以及用于优化布局和性能的改进型电站设计软体。此外，公用事业规模的太阳能光电发电与电池储能係统（BESS）的整合是关键趋势，它透过解决间歇性问题，使太阳能能够提供可靠、可调节的容量和广泛的电网服务，从而提升了其价值提案。

从区域来看，北美仍是主导且最成熟的市场，其特点是计划储备充足、企划案融资体系完善，以及联邦和州政府的支持性政策。鑑于许多地区拥有大量土地资源，以及大规模投资者拥有的公共产业和独立电力生产商不断进入市场，预计该地区将继续保持显着的产能成长。然而，成长正日益全球化，亚太地区、欧洲、拉丁美洲和中东也出现了活跃的电力市场，各国都在寻求能源安全和经济高效的电力解决方案。

儘管存在这些有利趋势，但市场仍存在显着的限制因素。主要挑战包括确保充足的太阳辐射、连接到电网以及选择环境和社区阻力最小的合适地点。公用事业规模的太阳能开发可能会面临与土地用途变更、栖息地破坏和景观影响相关的反对意见，因此谨慎位置和社区参与至关重要。此外，输配电基础设施的扩建往往落后于发电发展，造成併网瓶颈，在某些情况下甚至会导致计划延长数年。关键部件供应链的波动和贸易政策的变化也对计划的经济效益和进度构成持续风险。

在由垂直整合的开发商、专业的工程、采购和施工 (EPC) 公司、全球组件製造商和大型电力公司组成的竞争环境中，成功取决于能否在有吸引力的市场中获得计划权利、应对复杂的许可和併网流程、优化供应链物流、计划按预算交货以及管理长期营运绩效。

总而言之，公用事业规模的太阳能光电市场已发展成为主流且具融资价值的资产类别，是全球电力产业投资的关键驱动力。其成长轨迹的结构性支撑来自强劲的经济效益、应对气候变迁的必要性以及能源安全目标。未来市场发展将取决于可再生能源与储能相结合的混合计划的成功整合、电网监管和市场机制的演进以合理评估分散式资源的价值，以及产业管理供应链韧性和循环经济（包括废旧光伏组件）的能力。随着对清洁、经济、可靠电力需求的成长，公用事业规模的太阳能光电有望在重塑全球能源结构中继续发挥核心作用，并成为向低碳电网转型的重要支柱。

本报告的主要优势：

  • 深入分析：提供对主要和新兴地区的深入市场洞察，重点关注客户群、政府政策和社会经济因素、消费者偏好、行业垂直领域和其他细分市场。
  • 竞争格局：了解全球主要企业的策略倡议，并了解透过正确的策略进入市场的可能性。
  • 市场驱动因素与未来趋势：探索推动市场的动态因素和关键趋势，以及它们将如何塑造未来的市场发展。
  • 可操作的建议：利用这些见解，在动态环境中製定策略决策，发展新的业务流和收入来源。
  • 受众广泛：适用于Start-Ups、研究机构、顾问公司、中小企业和大型企业，且经济实惠。

本报告的使用范例

产业与市场分析、机会评估、产品需求预测、打入市场策略、地理扩张、资本投资决策、法规结构及影响、新产品开发、竞争情报

报告范围：

  • 2021年至2025年的历史数据和2026年至2031年的预测数据
  • 成长机会、挑战、供应链前景、法规结构与趋势分析
  • 竞争定位、策略和市场占有率分析
  • 按业务板块和地区（包括国家）分類的收入和预测评估
  • 公司概况（策略、产品、财务资讯、关键发展等）

目录

第一章执行摘要

第二章 市场概览

  • 市场概览
  • 市场定义
  • 调查范围
  • 市场区隔

第三章 商业情境

  • 市场驱动因素
  • 市场限制
  • 市场机会
  • 波特五力分析
  • 产业价值链分析
  • 政策与法规
  • 策略建议

第四章 技术展望

5. 按技术分類的公用事业规模太阳能发电市场

  • 介绍
  • 光伏（PV）
  • 聚光型太阳热能发电（CSP）

6. 按面板类型分類的公用事业规模太阳能发电市场

  • 介绍
  • 单晶
  • 多晶
  • 薄膜

第七章 依发电量分類的公用事业规模太阳能发电市场

  • 介绍
  • 1～10MW
  • 10～20MW
  • 超过20兆瓦

8. 各区域的公用事业规模太阳能发电市场

  • 介绍
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他的
  • 欧洲
    • 德国
    • 法国
    • 英国
    • 西班牙
    • 其他的
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他的
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 印尼
    • 泰国
    • 其他的

第九章：竞争格局与分析

  • 主要企业和策略分析
  • 市占率分析
  • 合併、收购、协议和合作
  • 竞争对手仪錶板

第十章：公司简介

  • First Solar
  • Trina Solar Co., Ltd
  • Eaton Corporation
  • Jinko Solar
  • Azure Power Global Limited
  • Canadian Solar Inc.
  • LONGi

第十一章附录

  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要收益
  • 调查方法
  • 简称
简介目录
Product Code: KSI061615886

Utility Scale Solar Market is projected to expand at a 5.79% CAGR, attaining USD 112.533 billion in 2031 from USD 80.277 billion in 2025.

The utility-scale solar market is a foundational and rapidly expanding segment within the global energy sector, dedicated to large-scale solar photovoltaic (PV) installations designed to feed electricity directly into the power grid. Typically defined as projects exceeding 1 megawatt (MW) in capacity, these solar farms are developed, owned, and operated by independent power producers, utilities, or institutional investors. The market's robust growth is driven by its increasing economic competitiveness, supportive government policies, substantial capital inflows, and its critical role in meeting decarbonization targets and rising electricity demand, positioning it as a primary source of new power generation capacity worldwide.

A primary and powerful driver of market expansion is the continued and significant decline in the levelized cost of energy (LCOE) for utility-scale solar PV. Achieved through technological advancements, manufacturing scale, and installation efficiency, solar has become one of the most cost-competitive sources of new electricity generation in a vast majority of global markets. This cost parity, and often advantage, over fossil fuel alternatives is the fundamental economic engine driving procurement by utilities and corporations through power purchase agreements (PPAs). The ability to offer long-term, fixed-price clean energy contracts makes utility-scale solar an attractive hedge against volatile fossil fuel prices and a cornerstone of corporate sustainability strategies.

Concurrent with cost reductions is the strong global policy momentum supporting renewable energy deployment. National and regional governments are implementing ambitious clean energy targets, carbon reduction commitments, and supportive regulatory frameworks to accelerate the energy transition. Mechanisms such as renewable portfolio standards (RPS), feed-in tariffs (FITs), tax incentives (e.g., investment tax credits), and streamlined permitting processes are critical in de-risking large-scale projects and ensuring bankability. This consistent policy direction provides the long-term market certainty required to secure the substantial upfront capital investments characteristic of utility-scale development.

Significant capital inflow from institutional investors, private equity, and infrastructure funds is a major catalyst for market scale-up. The asset class is viewed favorably for its stable, long-term yield profile and alignment with environmental, social, and governance (ESG) investment mandates. This abundant capital availability is enabling the financing of gigawatt-scale project pipelines, fostering consolidation through mergers and acquisitions, and supporting the development of sophisticated financing structures that further reduce the cost of capital and accelerate deployment timelines.

The market also benefits from ongoing technological and operational innovations. Advancements include the deployment of higher-efficiency bifacial modules, single-axis tracking systems to maximize energy yield, and improved plant design software for optimal layout and performance. Additionally, the integration of utility-scale solar with co-located battery energy storage systems (BESS) is a key trend, addressing intermittency and enabling solar to provide firm, dispatchable capacity and a broader range of grid services, thereby enhancing its value proposition.

Geographically, North America remains a leading and mature market, characterized by a robust pipeline of projects, a well-established project finance ecosystem, and supportive federal and state-level policies. The region's expansive land availability in many areas and the involvement of large investor-owned utilities and independent power producers continue to drive significant capacity additions. However, growth is increasingly global, with substantial activity across Asia-Pacific, Europe, Latin America, and the Middle East, as nations seek energy security and cost-effective power solutions.

Despite strong tailwinds, the market faces notable constraints. A primary challenge is securing suitable land with appropriate insolation, grid interconnection access, and minimal environmental or community conflicts. Large-scale solar development can face opposition related to land use change, habitat disruption, or visual impact, necessitating careful site selection and community engagement. Additionally, the expansion of transmission and distribution infrastructure often lags behind generation development, creating interconnection queue bottlenecks that can delay projects for years. Supply chain volatility for key components and evolving trade policies also present ongoing risks to project economics and timelines.

The competitive landscape is comprised of vertically integrated developers, specialized engineering, procurement, and construction (EPC) firms, global module manufacturers, and large utilities. Competition hinges on the ability to secure project rights in attractive markets, navigate complex permitting and interconnection processes, optimize supply chain logistics, and deliver projects on time and on budget while managing long-term operational performance.

In conclusion, the utility-scale solar market has matured into a mainstream, bankable asset class and a primary driver of global power sector investment. Its growth trajectory is structurally supported by compelling economics, climate imperatives, and energy security goals. Future market development will be shaped by the successful integration of hybrid renewable-plus-storage projects, the evolution of grid codes and market designs to value distributed resources appropriately, and the industry's ability to manage supply chain resilience and circular economy considerations for end-of-life panels. As the demand for clean, affordable, and reliable electricity intensifies, utility-scale solar is poised to maintain its central role in reshaping the world's energy landscape, serving as a critical pillar in the transition to a decarbonized grid.

Key Benefits of this Report:

  • Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
  • Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
  • Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
  • Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
  • Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

  • Historical data from 2021 to 2025 & forecast data from 2026 to 2031
  • Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
  • Competitive Positioning, Strategies, and Market Share Analysis
  • Revenue Growth and Forecast Assessment of segments and regions including countries
  • Company Profiling (Strategies, Products, Financial Information), and Key Developments among others.

Utility-Scale Solar Market Segmentation

  • By Technology
  • Solar Photovoltaic (PV)
  • Concentrating Solar Thermal Power (CSP)
  • By Panel Type
  • Monocrystalline
  • Polycrystalline
  • Thin Film
  • By Power
  • 1 to 10 MW
  • 10 to 20 MW
  • Above 20 MW
  • By Geography
  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • Germany
  • France
  • United Kingdom
  • Spain
  • Others
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Others
  • Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Indonesia
  • Thailand
  • Others

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

  • 2.1. Market Overview
  • 2.2. Market Definition
  • 2.3. Scope of the Study
  • 2.4. Market Segmentation

3. BUSINESS LANDSCAPE

  • 3.1. Market Drivers
  • 3.2. Market Restraints
  • 3.3. Market Opportunities
  • 3.4. Porter's Five Forces Analysis
  • 3.5. Industry Value Chain Analysis
  • 3.6. Policies and Regulations
  • 3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. UTILITY-SCALE SOLAR MARKET BY TECHNOLOGY

  • 5.1. Introduction
  • 5.2. Solar Photovoltaic (PV)
  • 5.3. Concentrating Solar Thermal Power (CSP)

6. UTILITY-SCALE SOLAR MARKET BY PANEL TYPE

  • 6.1. Introduction
  • 6.2. Monocrystalline
  • 6.3. Polycrystalline
  • 6.4. Thin Film

7. UTILITY-SCALE SOLAR MARKET BY POWER

  • 7.1. Introduction
  • 7.2. 1 to 10 MW
  • 7.3. 10 to 20 MW
  • 7.4. Above 20 MW

8. UTILITY-SCALE SOLAR MARKET BY GEOGRAPHY

  • 8.1. Introduction
  • 8.2. North America
    • 8.2.1. USA
    • 8.2.2. Canada
    • 8.2.3. Mexico
  • 8.3. South America
    • 8.3.1. Brazil
    • 8.3.2. Argentina
    • 8.3.3. Others
  • 8.4. Europe
    • 8.4.1. Germany
    • 8.4.2. France
    • 8.4.3. United Kingdom
    • 8.4.4. Spain
    • 8.4.5. Others
  • 8.5. Middle East and Africa
    • 8.5.1. Saudi Arabia
    • 8.5.2. UAE
    • 8.5.3. Others
  • 8.6. Asia Pacific
    • 8.6.1. China
    • 8.6.2. India
    • 8.6.3. Japan
    • 8.6.4. South Korea
    • 8.6.5. Indonesia
    • 8.6.6. Thailand
    • 8.6.7. Others

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 9.1. Major Players and Strategy Analysis
  • 9.2. Market Share Analysis
  • 9.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 9.4. Competitive Dashboard

10. COMPANY PROFILES

  • 10.1. First Solar
  • 10.2. Trina Solar Co., Ltd
  • 10.3. Eaton Corporation
  • 10.4. Jinko Solar
  • 10.5. Azure Power Global Limited
  • 10.6. Canadian Solar Inc.
  • 10.7. LONGi

11. APPENDIX

  • 11.1. Currency
  • 11.2. Assumptions
  • 11.3. Base and Forecast Years Timeline
  • 11.4. Key Benefits for the Stakeholders
  • 11.5. Research Methodology
  • 11.6. Abbreviations