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市场调查报告书
商品编码
1753872
小型模组化反应器与先进核能市场Small Modular Reactors and Advanced Nuclear: Global Market Analysis and Forecasts, 2025-2034 |
小型模组化反应器 (SMR) 在未来十年内可能会发挥更大的作用,这得益于能源需求的不断增长,尤其是对稳定且灵活的电力的需求,以及能源系统向脱碳的持续转型。虽然风能和太阳能在能源结构中的比例将持续成长,但这些间歇性能源存在着根本性的限制。电池可以提供短期储能,但价格昂贵且会随着时间的推移而衰减。相反,SMR 可以全年全天候提供清洁、稳定的电力,维护成本极低。 SMR 具有可扩展性,可透过堆迭模组来满足需求。先进反应器 (AR) 技术有潜力增加更多应用场景,例如工业级供热、快速降级灵活性,甚至类似大型电池的储能。
本报告提供了 2025 年至 2034 年 SMR 的产能成长和收入预测,并探讨了该技术的主要推动因素和阻碍因素。预测依全球各地区(北美、欧洲、亚太、拉丁美洲、中东和非洲)、技术类型、规模、位置和反应器发电量进行部门。容量以兆瓦为单位,收入以2025年的美元计算。收入是指与反应器选址、设备和零件采购、建造、运作、维护以及燃料成本相关的初始成本。反应炉规模差异很大,且库存的小型反应器(SMR)数量有限,因此对任何一年的预测都会有很大差异。反应器容量数据是每年10,000次迭代的平均值,可能与任何在建反应器的容量加起来不符。
Small modular reactors (SMRs) may play an increasing role in the next decade, catalyzed by accelerated energy demand, particularly firm power with flexibility, and the continuing transition to decarbonize the energy system. While wind and solar are a growing proportion of the energy portfolio, there are fundamental constraints to these intermittent energy sources. Batteries can provide short term energy storage but are expensive and degrade over time. Conversely, SMRs enable 24/7 clean firm power, with minimal maintenance throughout the year. SMRs are scalable, comprised of modules that can be stacked together to match demand. Advanced reactor (AR) technology may have added use cases, such as producing industrial-level heat, flexibility to ramp up and down quickly, and even store energy like a large battery.
This report provides forecasts for SMR capacity additions and revenue from 2025 to 2034, and explains the technology's primary drivers and barriers. Forecasts are segmented by global regions (North America, Europe, Asia-Pacific, Latin America, Middle East & Africa), as well as technology type, size, location, and reactor iteration. Capacity is in megawatts of electricity, and revenue is in 2025 U.S. dollars. Revenue refers to the upfront costs associated with the reactor's siting, equipment and components procurement, and construction, as well as operation, maintenance, and fuel costs. The forecast has a high variance in any given year because of the large variance in reactor size and the limited number of SMRs in the inventory. The capacity number is the average of what happens in each year across 10,000 iterations, so numbers may not total to specific reactor capacities in the pipeline.