市场调查报告书
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1453946
到 2030 年太阳能市场预测 - 按产品类型、技术、提供的服务、太阳能组件、应用、最终用户和地理位置进行的全球分析Solar Energy Market Forecasts to 2030 - Global Analysis By Product Type, Technology, Service Provided, Solar Module, Application, End User and by Geography |
根据 Stratistics MRC 的数据,2023 年全球太阳能市场规模为 1,081.3 亿美元,预计到 2030 年将达到 2,755.9 亿美元,预测期内复合CAGR为 14.3%。太阳能来自太阳辐射,是一种可再生、可持续的能源。太阳能电池板用于收集这种丰富而清洁的能源,将阳光转化为热能或电力以供多种用途。太阳能热系统利用阳光产生热量以产生电力或加热水,而太阳能电池板中的光伏电池利用阳光将光直接转换为电能,太阳能是向更可持续和更环保的转变的重要参与者。能源景观,因为它能够减少对不可再生资源的依赖并减轻对环境的影响。
根据国际再生能源机构(IRENA)的说法,太阳能越来越被认为是全球向永续和清洁能源解决方案转变的关键参与者。该协会强调了利用太阳能解决环境问题、减少碳排放和促进能源独立的巨大潜力。
环境意识与减缓气候变迁
由于全球对环境永续性的日益关注以及缓解气候变迁的迫切需要,太阳能现在被认为是清洁能源解决方案的前沿。越来越多的组织、公司和个人意识到太阳能对于减少温室气体排放和减少能源生产对环境影响的重要性。此外,以碳减量为中心的支持性政策和国际协议进一步凸显了太阳能在实现气候相关目标方面发挥的关键作用。
高启动成本和 ROI(投资报酬率)
儘管太阳能的总成本有所下降,但初始支出仍然是广泛采用的主要障碍。透过提供有针对性的财政诱因、税收抵免和有利的融资选择,政府和金融机构可以在解决这一限制方面发挥关键作用。此外,透过减轻个人和企业的财务负担,社区太阳能计画和购电协议(PPA)等新的融资模式可以提高整体投资回报。
电网现代化和储能解决方案
太阳能产业的主要机会之一是有效储能解决方案的整合。现代电池技术,如锂离子电池和正在开发的替代品,使我们能够储存额外的太阳能以供晚上使用。透过投资智慧电网技术和电网现代化,可以使太阳能与当前电力系统的整合更加灵活和可靠。此外,这也有助于开发更有效率、更有弹性的能源基础设施。
金融和经济困难
金融危机或经济衰退对太阳能产业来说可能非常危险。太阳能装置的承受能力可能会受到市场波动、利率上升以及个人和企业融资管道受限等因素的影响。此外,可以透过创建稳健的融资模式、促进投资多元化以及建立公共和私营部门之间的合作来降低经济和金融风险。
太阳能市场受到新冠肺炎 (COVID-19) 大流行的严重影响,导致专案时程、资金和供应链出现延误。由于物流挑战以及製造和建筑活动最初放缓,太阳能组件的生产和安装被推迟。此外,投资决策受到优先事项和经济状况变化的影响,某些项目有财务限制。
太阳能电池板领域预计将在预测期内成为最大的领域
预计太阳能电池板领域将占据太阳能市场的最大份额。收集阳光并将其转化为电能的过程在很大程度上依赖太阳能电池板,也称为光伏(PV)模组。太阳能电池板技术的不断进步、效率的提高以及製造成本的稳定下降促进了它们在市场上的主导地位。此外,由于对再生能源的日益重视以及政府提供的有利政策和激励措施,太阳能电池板已广泛应用于住宅、商业和工业领域。
充电领域预计在预测期内复合CAGR最高
CAGR最高的细分市场正在充电。电动车 (EV) 和便携式电子产品等需要充电的设备对太阳能的需求显着增加。该市场的显着增长归因于电动车的接受度不断提高以及对离网充电选项的需求不断增长。为了符合采用清洁能源的更广泛趋势,太阳能充电设备和电动车充电站提供了分散式和永续的解决方案。此外,利用太阳能充电满足了人们对便利、环保电源日益增长的需求,同时也解决了环境问题。
亚太地区,尤其是中国,占据太阳能市场的最大份额。由于其庞大的人口和快速的经济扩张,中国已成为全球太阳能产业的重要参与者。由于国家对太阳能基础设施的大量投资,太阳能装置容量显着增加。此外,上网电价和补贴等有利的政府政策也鼓励了中国对太阳能的采用。
中东和非洲地区太阳能市场CAGR最高。许多因素促进了中东和北非地区太阳能装置的快速成长。该地区太阳辐射的巨大潜力和丰富的太阳能资源是重要因素。包括约旦、沙乌地阿拉伯和阿拉伯联合大公国在内的多个国家的政府已经建立了重要的太阳能项目,并为再生能源设定了积极的目标。此外,这些国家正在充分利用充足的阳光来实现能源来源多样化,减少温室气体排放,并减少对化石燃料的依赖。
2024 年 1 月,First Solar Inc 签署了一份 167 兆瓦自备电力购买协议 (PPA),为其在印度的新工厂供电。这份为期 15 年的合约是与亚洲再生能源供应商 Cleantech Solar 签订的,该公司将在泰米尔纳德邦建造 150 兆瓦的太阳能和 16.8 兆瓦的风能资产。该太阳能和风能发电能力预计将于2024 年第三季全面投产,将为First Solar 在泰米尔纳德邦新建的3.3 吉瓦垂直一体化工厂提供约7.3 吉瓦时的电力,满足其预期电力需求的70%。
2023 年 6 月,独立电力生产商 Azure Power Global 与 Premier Energies Group 签署了组件供应协议 (MSA),未来四年每年采购高达 600 MW 的组件。 Premier Energies 将供应 2.4 吉瓦的太阳能电池和组件,预计订单价值超过 400 亿卢比。据Premier称,两家公司已联合投资70亿卢比在Telangana部署太阳能电池和太阳能组件生产设施,每处产能为1.25吉瓦。
2023年5月,晶科能源控股有限公司宣布,其控股子公司江西晶科能源有限公司与资阳市重大产业股权投资基金合伙企业、董世宏先生签订股权转让协议。根据协议,江西晶科将出售其全资子公司新疆晶科太阳能有限公司全部100%股权,总对价为43亿元。
According to Stratistics MRC, the Global Solar Energy Market is accounted for $108.13 billion in 2023 and is expected to reach $275.59 billion by 2030 growing at a CAGR of 14.3% during the forecast period. Solar energy is derived from solar radiation and is a renewable and sustainable power source. Solar panels are used to collect this abundant and clean energy, converting sunlight into heat or electricity for a variety of uses. Solar thermal systems use sunlight to create heat for the purpose of producing electricity or heating water, whereas photovoltaic cells in solar panels use sunlight to convert light directly into electrical power, solar energy is a significant player in the shift to a more sustainable and environmentally friendly energy landscape because of its ability to lessen reliance on non-renewable resources and mitigate environmental impact.
According to the International Renewable Energy Agency (IRENA), solar energy is increasingly recognized as a pivotal player in the global shift towards sustainable and clean energy solutions. The association highlights the remarkable potential of harnessing solar power to address environmental concerns, reduce carbon emissions, and foster energy independence.
Environmental consciousness and mitigation of climate change
Solar energy is now considered to be at the forefront of clean energy solutions due to the growing global concern over environmental sustainability and the pressing need to mitigate climate change. A growing number of organizations, companies, and people are realizing how important solar energy is for cutting greenhouse gas emissions and lessening the environmental impact of energy production. Additionally, the critical role that solar energy plays in accomplishing climate-related goals is further highlighted by supportive policies and international agreements centered on carbon reduction.
High starting costs and ROI (return on investment)
Although the total cost of solar energy has dropped, the initial outlay is still a major barrier to widespread adoption. By offering targeted financial incentives, tax credits, and advantageous financing options, governments and financial institutions can play a crucial role in addressing this restraint. Furthermore, by lessening the financial burden on people and businesses, new financing models like community solar programs and power purchase agreements (PPAs) can increase the overall return on investment.
Grid modernization and energy storage solutions
One of the main opportunities for the solar energy industry is the integration of effective energy storage solutions. Modern battery technologies, like lithium-ion and developing alternatives, allow us to store extra solar energy for use in the evenings and at night. The integration of solar energy into current power systems can be made more flexible and reliable by investing in smart grid technologies and grid modernization. Moreover, this leads to the development of an energy infrastructure that is more efficient and resilient.
Financial and economic difficulties
Financial crises or downturns in the economy can be very dangerous for the solar energy industry. The affordability of solar installations can be impacted by factors such as market volatility, higher interest rates, and restricted access to financing for both individuals and businesses. Additionally, economic and financial risks can be reduced by creating robust financing models, promoting investment diversification, and establishing cooperation between the public and private sectors.
The market for solar energy has been severely impacted by the COVID-19 pandemic, which has caused delays in project timelines, funding, and supply chains. The production and installation of solar components were delayed due to a combination of logistical challenges and an initial slowdown in manufacturing and construction activities. Furthermore, decisions about investments were influenced by changes in priorities and the state of the economy, with certain projects having financial limitations.
The Solar Panels segment is expected to be the largest during the forecast period
It is projected that the solar panel segment will command the largest share of the solar energy market. The process of collecting sunlight and turning it into electricity relies heavily on solar panels, also referred to as photovoltaic (PV) modules. Their dominant position in the market has been facilitated by constant advancements in solar panel technologies, efficiency gains, and a steady decrease in manufacturing costs. Moreover, solar panels have become widely used in the residential, commercial, and industrial sectors due to the growing emphasis on renewable energy and the favorable policies and incentives provided by the government.
The Charging segment is expected to have the highest CAGR during the forecast period
The segment with the highest CAGR is charging. There has been a notable increase in the need for solar energy to power devices that require charging, like electric vehicles (EVs) and portable electronics. The significant growth in this market is attributed to the growing acceptance of electric vehicles and the growing demand for off-grid charging options. In line with the broader trend towards the adoption of clean energy, solar-powered charging devices and EV charging stations offer decentralized and sustainable solutions. Furthermore, the use of solar energy for charging satisfies the increasing need for convenient, environmentally friendly power sources while also addressing environmental concerns.
The Asia-Pacific region, especially China, accounted for the largest share of the solar energy market. China has emerged as a prominent participant in the global solar energy industry owing to its massive population and swift economic expansion. Installed solar capacity has increased significantly as a result of the nation's large investments in solar power infrastructure. Additionally, China's adoption of solar energy has been encouraged by beneficial government policies like feed-in tariffs and subsidies.
The Middle East and Africa region had the highest CAGR in the solar energy market. A number of factors have contributed to the rapid growth of solar energy installations in the MENA region. The region's high potential for solar irradiation and abundance of solar resources are important factors. The governments of several nations, including Jordan, Saudi Arabia, and the United Arab Emirates, have established significant solar energy projects and set aggressive goals for renewable energy. Additionally, these nations are making the most of their plentiful sunshine to diversify their energy sources, cut back on greenhouse gas emissions, and lessen their reliance on fossil fuels.
Key players in the market
Some of the key players in Solar Energy market include Motech Industries Inc., First Solar, Inc, Azure Power, JinkoSolar Holding Co., Ltd, Hanwha Q Cells Co., Ltd, RGS Energy, Sharp Corporation, Tata Power Solar Systems Ltd., Canadian Solar Inc., ReneSola, SunPower Corporation, Trina Solar Limited, eSolar Inc., Yingli Solar, SolarEdge Technologies and Waaree Grou12.
In January 2024, First Solar Inc has signed a 167-MW captive power purchase agreement (PPA) to power its new factory in India. The 15-year contract is with Asian renewables supplier Cleantech Solar, which will build 150 MW of solar and 16.8 MW of wind assets in Tamil Nadu. Expected to be fully commissioned by the third quarter of 2024, this solar and wind capacity will supply about 7.3 GWh of power to First Solar's new 3.3-GW vertically integrated plant in Tamil Nadu, covering up to 70% of its anticipated electricity needs.
In June 2023, Independent power producer Azure Power Global signed a Module Supply Agreement (MSA) with Premier Energies Group to procure modules up to 600 MW annually for the next four years. Premier Energies will supply 2.4 GW of solar cells and modules with an estimated order value of over ₹40 billion. According to Premier, the two companies have jointly invested ₹7 billion to deploy a solar cell and solar module production facility, each with 1.25 GW capacity, in Telangana.
In May 2023, JinkoSolar Holding Co., Ltd., has announced that its majority-owned subsidiary, Jiangxi Jinko Solar Co., Ltd., has entered into an equity transfer agreement with Ziyang Major Industry Equity Investment Fund Partnership and Mr. Shihong Dong. According to the agreement, Jiangxi Jinko will sell its entire 100% equity interest in Xinjiang Jinko Solar Co., Ltd., a wholly-owned subsidiary, for a total consideration of RMB 4.3 billion.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.