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2030 年聚光太阳能市场预测:按组件、技术、最终用户和地区分類的全球分析Concentrated Solar Power Market Forecasts to 2030 - Global Analysis By Component, Technology, End User and By Geography |
根据Stratistics MRC的数据,2024年全球聚光太阳能发电市场规模为69.1亿美元,预计到2030年将达到200.2亿美元,预测期内复合年增长率为19.4%,预计将会成长。
聚光太阳能发电(CSP)是一种利用阳光发电的可再生能源技术。与使用太阳能电池板直接将阳光转化为电能的光伏系统不同,CSP 系统使用镜子或透镜将阳光聚焦到一个小区域。这种集中的阳光加热水或熔盐等流体以产生蒸气,蒸气驱动连接到发电机的涡轮机并产生电力。此外,CSP 发电厂可以与热能能源储存系统集成,使其即使在日落后也能发电。
据Helioscsp称,预计到2030年,这项技术将占石油产量的20%,并将有助于延长油田的寿命。根据太阳能产业协会统计,2020年第一季美国太阳能装置容量达360万千瓦,总设备容量高达8,140万千瓦,足以为1,570万个美国家庭供电。
人们对能源安全的担忧日益加深
由于地缘政治紧张局势和有限蕴藏量导致传统能源来源面临波动,各国正在寻求永续替代方案以保护其能源独立性。 CSP 透过大规模安装利用太阳能并提供可靠的可再生能源,提供了可行的解决方案。 CSP 长期储存热能的固有可靠性缓解了太阳能发电常见的间歇性问题。此外,CSP设施可以策略性地位于阳光充足的地区,减少对进口石化燃料的依赖并增强国内能源弹性。
初始投资高
高初始投资是聚光太阳能发电(CSP)市场成长的主要障碍。该技术需要在建设和基础设施方面进行大量初始投资,包括专用镜子、接收器和储存系统。这些成本常常阻碍潜在投资者和开发商进入市场或扩大现有计划。建设工期延长导致投资回报延迟,进一步加剧了财务风险。此外,政府政策和奖励缺乏透明度是阻碍投资者的另一个因素。如果没有足够的财政支持和有利的监管支持,光热发电技术的普及将受到阻碍,其对可再生能源目标和永续发展目标的潜在贡献也将受到限制。
创造就业和经济发展
政府和企业对太阳能发电厂和相关技术等光热发电基础设施的投资将创造对建筑、工程和维护领域技术纯熟劳工的需求。这为当地社区带来了就业机会,并刺激了经济成长和发展。此外,光热发电计划的建立往往需要各相关人员的合作,包括政府机构、投资者和技术供应商,培育伙伴关係并促进创新。
人口稀少地区的普及延迟
欠发达地区聚光太阳能发电 (CSP) 的采用缓慢是 CSP 市场成长的主要障碍。资本获取管道有限、基础设施不足以及监管挑战阻碍了这些地区光热发电计划的实施。新建地区往往缺乏建造和维护 CSP 发电厂所需的技术专业知识和熟练劳动力,这进一步加剧了采用差距。然而,不可靠的电网系统和不一致的政府政策阻碍了潜在投资者在这些地区投资光热发电计划。
COVID-19 大流行对聚光太阳能 (CSP) 市场产生了重大影响。全球供应链的广泛中断导致光热发电计划建设和部署的延误,导致计划取消和延迟。由于停工和监管导致的经济景气衰退减少了对可再生能源计划(包括光热发电)的投资。疫情的不确定性也影响了投资者的信心,进一步减缓了光热发电市场的成长。此外,旅行限制和社交距离措施阻碍了现有光热发电工厂维护和营运活动的实施,影响了其效率和绩效。
预计电源块部分在预测期内将是最大的
透过提高整体效率和可靠性,预计电源模组领域在预测期内将成长最大。它由涡轮机、发电机和热交换器等关键部件组成,将太阳能转化为电能。电源模组技术的创新提高了将太阳能热能转换为电能的效率,使 CSP 系统更具成本效益,与其他可再生能源相比更具竞争力。先进的设计和材料可实现更高的温度和压力,从而在充满挑战的环境中增加能量输出并提高性能。
线性菲涅耳反射器领域预计在预测期内复合年增长率最高。
线性菲涅耳反射器领域预计将在预测期内实现最高复合年增长率,为传统聚光太阳能技术提供经济高效的替代方案。与使用大型抛物面镜或碟形反射镜将阳光聚焦到单一焦点的传统 CSP 系统不同,LFR 使用长而平坦的镜子将阳光反射到线性接收器上。这种分离式设计使製造、安装和维护比其他 CSP 技术更容易,使 LFR 更容易在更广泛的应用和地点使用。
透过将 CSP 与风能和光伏 (PV) 等其他再生能源来源相结合,混合发电厂解决了太阳能固有的间歇性问题。这种整合将确保更稳定和可靠的电力供应,并有助于满足该地区日益增长的能源需求。此外,该地区的混合可以更好地利用现有基础设施和资源,并优化发电过程的整体效率。混合发电厂提供的灵活性使能源生产商能够适应不断变化的天气和需求模式,进一步增强区域能源弹性。
预计亚太地区在预测期内将保持盈利成长。透过促进可再生能源和奖励光热发电计划的政策,各国政府正在推动全部区域该产业的投资和创新。规定可再生能源目标并提供上网电价补贴和税收优惠等财政支持的法规正在推动该地区采用光热发电技术。此外,法律规范确保电网整合并简化许可流程,减少亚太地区光热发电开发商的进入障碍。
According to Stratistics MRC, the Global Concentrated Solar Power Market is accounted for $6.91 billion in 2024 and is expected to reach $20.02 billion by 2030 growing at a CAGR of 19.4% during the forecast period. Concentrated Solar Power (CSP) is a renewable energy technology that harnesses sunlight to generate electricity. Unlike photovoltaic systems that convert sunlight directly into electricity using solar panels, CSP systems focus sunlight onto a small area using mirrors or lenses. This concentrated sunlight heats a fluid, typically water or molten salt, to produce steam, which then drives a turbine connected to a generator to generate electricity. Additionally, CSP plants can be integrated with thermal energy storage systems, allowing for electricity production even after sunset.
According to Helioscsp, this technology is estimated to produce 20% of oil production by 2030, which will help to extend the lives of oil fields. According to the Solar Energy Industries Association, the US installed 3.6 GW of solar PV capacity in Q1 2020 to reach up to 81.4 GW of total installed capacity-enough to power 15.7 million American homes.
Growing concerns about energy security
As traditional energy sources face volatility due to geopolitical tensions and finite reserves, countries seek sustainable alternatives to safeguard their energy independence. CSP offers a viable solution by harnessing solar energy through large-scale installations, providing a reliable and renewable power source. Its inherent reliability, with the ability to store thermal energy for extended periods, mitigates the intermittency issues commonly associated with solar power. Furthermore, CSP facilities can be strategically located in regions abundant in sunlight, reducing dependency on imported fossil fuels and strengthening domestic energy resilience.
High initial investment
High initial investment acts as a significant barrier to the growth of the Concentrated Solar Power (CSP) market. The technology requires substantial upfront capital for construction and infrastructure development, including specialized mirrors, receivers, and storage systems. These costs often deter potential investors and developers from entering the market or expanding existing projects. The lengthy construction period further exacerbates financial risks, as returns on investment are delayed. However, the uncertainty surrounding government policies and incentives adds another layer of hesitation for investors. Without sufficient financial backing and favorable regulatory support, the widespread adoption of CSP technology is hindered, limiting its potential contribution to renewable energy targets and sustainable development goals.
Job creation and economic development
As governments and businesses invest in CSP infrastructure, such as solar power plants and associated technologies, they create a demand for skilled labor in construction, engineering, and maintenance sectors. This leads to job opportunities for local communities, stimulating economic growth and development. Moreover, the establishment of CSP projects often requires collaboration between various stakeholders, including government agencies, investors, and technology providers, fostering partnerships and boosting innovation.
Slower adoption in underdeveloped areas
The slower adoption of concentrated solar power (CSP) in underdeveloped areas presents a significant hindrance to the growth of the CSP market. Limited access to capital, inadequate infrastructure, and regulatory challenges impede the implementation of CSP projects in these regions. Underdeveloped areas often lack the necessary technological expertise and skilled workforce required for the construction and maintenance of CSP plants, further exacerbating the adoption gap. However, unreliable grid systems and inconsistent government policies deter potential investors from committing to CSP projects in these regions.
The Covid-19 pandemic significantly impacted the Concentrated Solar Power (CSP) market due to the widespread disruptions in global supply chains caused delays in the construction and deployment of CSP projects, leading to project cancellations or postponements. The economic downturn resulting from lockdowns and restrictions reduced investments in renewable energy projects, including CSP. The uncertainty surrounding the pandemic also affected investor confidence, further slowing down the growth of the CSP market. Moreover, travel restrictions and social distancing measures hindered the execution of maintenance and operation activities for existing CSP plants, affecting their efficiency and performance.
The Power Block segment is expected to be the largest during the forecast period
Power Block segment is expected to be the largest during the forecast period by improving overall efficiency and reliability. It consists of key components like turbines, generators and heat exchangers, which convert solar energy into electricity. Innovations in Power Block technology have led to increased efficiency in converting solar heat into electricity, making CSP systems more cost-effective and competitive with other forms of renewable energy. Advanced designs and materials allow for higher temperatures and pressures, resulting in greater energy output and improved performance even in challenging environments.
The Linear Fresnel Reflectors segment is expected to have the highest CAGR during the forecast period
Linear Fresnel Reflectors segment is expected to have the highest CAGR during the forecast period, by offering a cost-effective and efficient alternative to traditional concentrating solar technologies. Unlike conventional CSP systems that use large parabolic mirrors or dishes to concentrate sunlight onto a single focal point, LFRs utilize long, flat mirrors to reflect sunlight onto a linear receiver. This segmented design allows for easier manufacturing, installation, and maintenance compared to other CSP technologies, making LFRs more accessible to a wider range of applications and locations.
Asia Pacific region commanded the largest share of the market over the extrapolated period, by combining CSP with other renewable energy sources like wind or photovoltaic (PV) systems, hybrid power plants are addressing the intermittency issues inherent in solar energy. This integration ensures a more stable and reliable power supply, catering to the region's increasing energy demands. Additionally, hybridization in the region allows for better utilization of existing infrastructure and resources, optimizing the overall efficiency of the power generation process. The flexibility offered by hybrid power plants enables energy producers to adapt to varying weather conditions and demand patterns, further bolstering the region's energy resilience.
Asia Pacific region is poised to hold profitable growth over the estimation period. Through policies promoting renewable energy and incentivizing CSP projects, governments are driving investment and innovation in the sector across the region. Regulations mandating renewable energy targets or providing financial support such as feed-in tariffs and tax incentives encourage the regional adoption of CSP technology. Additionally, regulatory frameworks ensure grid integration and streamline permitting processes, reducing barriers to entry for CSP developers in the Asia Pacific region.
Key players in the market
Some of the key players in Concentrated Solar Power market include Aalborg CSP A/S, Abengoa Solar, S.A, Archimede Solar Energy, Frenell GmbH, General Electric, GlassPoint Solar, Siemens AG, Solarreserve, LLC, Torresol Energy, Brightsource Energy, Inc and TSK Flagsol Engineering GmbH.
In February 2024, ACWA Power and Larsen and Toubro Limited (LandT) announced that it has been selected Nextracker, a leading global provider of intelligent solar tracking equipment and software solutions, to supply the NX Horizon-XTR(TM) ground tracker for a 1.17 GW installation in Al Kahfah. Solar energy. Power plant, a strategically important renewable energy project in the Central Province of Saudi Arabia, part of the National Renewable Energy Program.
In August 2023, In aggregation with President Biden's visit to Wisconsin, Siemens announced that it will begin production of photovoltaic (PV) inverters in Kenosha, Wisconsin, where the company produces solar energy components specifically designed to serve the US market. Owned and operated by the company's long-term manufacturing partner Sanmina, the Kenosha plant will help meet increased demand for local manufacturing of critical parts of solar projects and help customers take advantage of the full value of solar tax incentives and home content incentives.
In July 2023, BrightSource Energy Inc., a global leader in concentrated solar thermal (CSP) technology, has announced the spin-off of its Israeli, UK and South African subsidiaries to form a new group known as New BrightSource Energy LTD. Izik Kirshenbaum leads the new group with Israeli and British leadership.
In May 2022, the General Office of State Council, China released a new for Development of New Energy Implementation Plan. The plan promotes the development of solar power generation projects in the country. This aims to encourage the solar power generation as peak power generation model in West and other areas of China with good solar conditions.