德勤：2024光伏组件碳足迹及低碳发展报告

0102ԝৠ঻ถ 01࠼ޚፇॲतഄׂᄽ૾ڦิׂ߾ᅝ 09࠼ޚፇॲඇิంዜ೺ೠॏݛ݆ 13࠼ޚፇॲิంዜ೺༐ಇݣݴဆ 19࠼ޚፇॲ༐३ಇ༑໭ 25ᅜ੔ბই༐ݛӄࢅ༐࠶૙ݛ݆ᆌܔ཈቟ 33ጺ঳ᇑॺᅱ 39ᄣि01Ї͉̎ˁᇆᡓᤓԚͧᇆԞࡐઈծ | ԝৠ঻ถԝৠ঻ถЇ͉̎ˁ˕ВဦᑖະᢸۃฃБहҭҦҞ2015ࣩLjᐆՃڅ඘ςԢӈܯ͏ᤧ᣶Ėࢼ᳡Ӡ߷ėLjଙњՁ஬ࠩҢहࠢ඘ςԢӈކᐲᄁВဦࣻࠢLj੹Вဦࣨڠ඘ຕᣎࢱˁӈ҉ඬࣨӛᰫ଄ѻڑ2ć˟ЦLj࣪˕੹ӛຕ଄ѻڑ1.5ć˟ЦҨҞă2021ࣩڑ˽ಢઙபׅ˘ᛘᄁĖᐆՃڅ඘ςԢӈಫ౭Дጕėቻ26ൊ፹ጕ஬ܯ͏DŽCOP26DžʴLjʸ͏څࠉИՆᣱਾĖಢઙபׅ඘ςӠᝣDŽGlasgow Climate PactDžėLj˕Ϋᬡ1.5ćຕ଄ᄣ಍ᄁᖷ߻Ljᤀʮ൝௑ᆯ˷ʮዾѬᄣ಍Ԛᡰጪچăڑʮᒨᄁ඘ς෬ဨᄣ಍ʵLjВဦܪˋጺืͫᄨፐଙњᇆˎ֎ᄣ಍Lj࣪ࠩԞࡐԲЪၮᑖະͲ˕߻ဏᄣ಍ᄁЙ᩻ଅਜ਼ăˎڅ௞Ėࢼ᳡Ӡ߷ėቻ23ˋ፹ጕ஬Ljˮ௞ᖷ߻Ėࢼ᳡Ӡ߷ėᄁሜ౔ᡲᛘᏟăˎڅڑ2020ࣩ9జ൛ध߿ࣂ˷௑ᆯᄁᇆᣱࢆ֎ᇆˎ֎ᄣ಍LjӸҞ˹˽2030ࣩ҉߻ဏᇆᣱࢆLjҨҞ˹Ԡ2060ࣩ҉߻ဏᇆˎ֎ă˕˷߻ဏ᣿ʮᄣ಍Ljˎڅ᝗Ѫѹ2030ࣩࠩ᭛ӈᅺᑖະ๎᠗ං᧏ଙӛᒧ25%ࢲԶLj᮪ၺĂܱ᫱ᑖԞၺফᜀలࠋ᧑ᣱѹ12̚әၞ̶ʴǗѹ2060ࣩ᭛ӈᅺᑖະ๎᠗ං᧏ᤀʮ൝ᣱѹ80%̶ʴă 光伏产业碳足迹及低碳发展报告 | ԝৠ঻ถ02光伏产业碳足迹及低碳发展报告 | ԝৠ঻ถ图1ǖ2010-2024全球新增光伏装机量DŽGWDžຕ਍ઠᇸǖtrendforce1. https://www.chinca.org/sjtcoc/info/230309210748112. https://guangfu.bjx.com.cn/news/20231214/1350108.shtml3. http://www.nea.gov.cn/2023-02/17/c_1310698128.htm尾注࠼ޚፕྺᆌᆩፌׯຄڦ੗ምิీᇸरຍኮᅃLjጎऐࡀఇሞඇ൰ݔྷాᆓઠԖ݀๕ሺ׊ăඇ൰࠼ޚႎሺጎऐଉᆯ2010౎ڦ17.46 GW༵ื዁2023౎ڦ411GW1Ljᇨऺ2024౎ඇ൰࠼ޚႎሺጎऐඹଉॽٳڟ474 GW2DŽ཮1Džăٗඇ൰ጎऐଉݴքઠੂLjዐࡔᅙᛒഐׯྺ࠼ޚ݀ቛᆅଶኁăߵ਍ࡔॆీᇸਆຕ਍3Ljዐࡔ࠼ޚጎऐႎሺጎऐଉᆯ2010౎ڦ0.61 GW༵ื዁2023౎ڦ216.88 GWLj2023౎ዐࡔႎሺጎऐଉሀྺඇ൰ႎሺጎऐଉڦᅃӷLj๟ඇ൰࠼ޚጎऐڦዷᄲླྀۯኁኮᅃăሞአ֧ኧ׼Ăरຍ۞پĂࡀఇࣅڪܠዖᅺ໎ൻۯူLj࠼ޚ݀ۉঢ়षႠ׼Ⴤ༵ืLj࿄ઠᆌᆩࡀఇᆶྭ৊ᅃօકٷă ٷ૰݀ቛ࠼ޚׂᄽLjփৈᆶዺᇀླྀ৊ీᇸิׂࢅၩݯ߫ంLjᄺྺঢ়षߛዊଉ݀ቛࠋ၅ഽ৒ۯ૰ăዐࡔᅙॽ࠼ޚׂᄽଚྺࡔॆ቟୼Ⴀႎ႗ׂᄽኮᅃLjሞׂᄽአ֧ᆅڞࢅ๨ׇႴ൱ൻۯڦມዘፕᆩူLjዐࡔ࠼ޚׂᄽํ၄କ੺໏݀ቛLjᅙׯྺዐࡔሞඇ൰ஹᅟዐڦᅃٷଋۅă2017Global BemandME&AAmericasEUUnit: GW981%14%23%24%50%59%16%99113139173258411474201820192020202120222023E2024E73%67%57%60%52%55%59%57%10%13%21%17%18%24%19%19%14%16%19%20%27%18%16%18%2%4%3%3%3%4%6%6%03Ї͉̎ˁᇆᡓᤓԚͧᇆԞࡐઈծ | ԝৠ঻ถᑖະᢸۃ༆Ԟ้ܨࣁڛጯ̿ᭁ඲᣺ࣩ̆Lj้ܨࣁڛᜀలᭁ඲༆ܐLj˕ˎڅЇ͉֭̎њԧଙΐ˷ࢴܯࣁڛల᤼ă2022ࣩˎڅЇ͉֭̎њԧᮠՆංܐ᪹226.2%LjЇ͉ጯ̿њԧᮠᣱ423.6̚ᎶЂă2023ࣩˎڅЇ͉֭̎њԧ᧑Նංܐ᪹25%ăˎڅЇ͉֭̎њԧ̶Ї͉ጯ̿˕˖Ljӫ૭˷ВဦЇ͉ጯ̿ࣁڛᄁӞܕ඿࡚LjМˎൎฦĂ̅ฦ֎Ꮆฦ௞˖ᜭᄁњԧᄣᄁژLjѣѶӫ૭˷46%Ă25%֎11%ᄁњԧ᧑ăᆡྖњԧ᧑ܯࣟʴ๠ă2023ࣩˎڅЇ͉ᆡྖњԧᮠ˕48.2̚ᎶЂLjՆංʵᬃ4.6%Ljњԧ᧑ጕ78̚ྖLjՆංܯࣟʴ๠45.6%ăᡌӦĂᯨెᜬ̅Ăจڅ̦௞ˎڅᆡྖњԧ˖ᜭࣁڛLjӫফњԧᮠ72.9% (چ2)ăМˎࠢจڅњԧᮠᤃፕˇࣩܯࣟʴ๠Ljॡᄕ˽จڅబڏࣁڛʷனܐ᪹ᄁၺҞᭁ඲̶ԚˎڅЇ͉̈́ˁڑ˃Ӧ̅੽ᠢजӿኅٹጀᄁҢાLjจڅЇ͉̎ᑖ੨यᣵᤫăಡ૭̅ฦЇ͉ᛘˁӠ͏(APVIA)֎ВဦЇ͉ဨ˺͏(GSC)Ԟࣂᄁʮ͂ઈծીњLjᮌ᝗2023ࣩچ2ǖ2023ࣩˎڅЇ͉ᆡྖњԧࣁڛ͂ᮠѣࣂ২нDŽӤͦǖ̚ᎶЂDžچ3ǖ2023ࣩˎڅЇ͉ၺවྖњԧࣁڛѣࣂDŽӤͦǖ̚ᎶЂDžࣩ˃Ӧ̅Ї͉஫ܐ̎ᑖࠩᣱѹ3.8GWLjՆංܐ᪹13%Ljڑపెᄁ25ࣩЦLjจڅԲЪၮᑖະᜀలӫංᮌ᝗ࠩᣱѹ66%ă2023ࣩˎڅЇ͉ᆡྖࠢӶआњԧᮠܯࣟʴ๠Lj˖ᜭၷ˽ӶआబڏЇ͉̎ᑖ੨यҰܷ࿥ཁLjᬋʵປጯ̿ဎᓣܨLjӶआˮटݴܯ᧑ᒤˎڅᤀԧၺවྖၮ̎᝱ܣLjܯҞࣂࡄѻ᤬ቢ̎ᑖăˎڅၺවྖњԧ᧑ܯࣟʴ๠ă2023ࣩˎڅၺවྖњԧᮠ˕39.4̚ᎶЂLjՆංʴ๠5.2%Ljњԧ᧑ጕ39GWLjՆංܯࣟʴ๠69.4%Ljࠢڏ᏶МĂӶआĂಃۜࠞĂจڅĂ᭵څ̂څᄁњԧᮠՃ᝗ӫං86.3% (چ3)ăᬛᅃᇆˎ֎ᄣ಍ᄁᤌ᣺Ljڏ᏶Мᡌెᡌ᧏᜴ԲЪၮᑖະ̎ˁᄁԞࡐLj࠶М௞Ї͉Ԟၺăڑा҉څ᫼ژ፽ஂ෬᮪ᬎҢҒᄁᐷ௷ʵLjڏ᏶Мஂँሜ౔њԳʮዾѬ୺ાЇ͉̎ˁᄁஂኍLjӁ઱᳹Ҭ੽ᠢज᝱Ї͉ጯ̿ኅಠ८ѻ᤬ဎᓣ̎ጪLjՆை஁ࠌѣࣂधЇ͉ၺቚᄁ߮ᜀ಍хLj᣾Ӂ઱ՋᄨЙᮁᄣଙΐ᠀ஂᛡ᠒ኅ༆ҬଇமLj࣪ҢᤫЇ͉Ԟၺᜀలࠋ᧑ᄁ੨ܯăˎڅЇ͉֭̎ࠢڏ᏶Мࣁڛᄁњԧˮխဏњ௤ᖺܐ᪹ᡍҰLjੌ൚ѹ2023ࣩቻʳߚआLjڏ᏶Мబڏጯ̿̎ᑖጕ8GWLjѻ᤬ബध̶ᤀԧၺවྖ࣪ڑाژѻਾጯ̿˕˖Lj˕Вဦቻٵܯጯ̿ၮ̎څLjጄ᝗ᜀల᧑ˮᡋ8GWă൜ܨLjӶआࠢ˽Ї͉ၺවྖᭁ඲᧑ᣎܯLj˖ᜭԋٹڑ˽Ӷआᄣ҉ࢺఝጕ30GWᄁЇ͉ጯ̿̎ᑖLj࣪ʼ̦ڑҢᤫ੨यLjᏢМబڏၺවྖ̎ᑖʷᡓ10GWLjᭁᜭܯ᧑ᤀԧ̶໏ᡓʵປ̎ᑖᭁᜭă 12.9 27% 12.2 25% 9.9 21% 3.6 7% 2.7 6% 1.9 4%
 1.7 4% 1.1 2% 2.0 , 4% 11.6 29% 9.7 25% 7.3 18% 3.5 9% 2.0 5% 0.9 2% 0.8 2% 0.6 2% 0.3 1% 0.3 1%
. 2.4 6%ஔ૭ెະǖˎڅలၺ֭̎ᤀњԧׯ͏-Ї͉ѣ͏光伏产业碳足迹及低碳发展报告 | ԝৠ঻ถ04光伏产业碳足迹及低碳发展报告 | ԝৠ঻ถ౹ዞ๨ׇ๟ඇ൰ీᇸገ႙ڦଶڞኁLjᄺ๟ዐࡔ࠼ޚፇॲ؜੨ፌٷ๨ׇăጲ2022౎ܭ࿪؋཭Ԗ݀ڞዂీᇸླऐLjᅜत2021౎7ሆ14නLj౹௑྿ᇵࣷཚࡗକĐ३༐55đDŽFit for 55DžᅃફጱऺࣄLjॽ2030౎੗ምิీᇸሞీᇸ঳ࠓዐ቞ԲణՔٗ40%༵ߛڟ45%Lj౹௑࠼ޚ๨ׇ੗ምิీᇸႴ൱ଉघሺLjഄዐڤࡔĂဇӬც2023-2026౎࠼ޚႎሺጎऐଉ਩ᆶྭגࡗ50GWLjࢁનĂհનĂ݆ࡔڪࡔ2023-2026౎ႎሺጎऐଉᄺ਩ሞ20GWፑᆸăኄၵአِ֧घକ౹ዞ๨ׇܔ࠼ޚፇॲڦႴ൱Lj2023౎Ljዐࡔܔ౹ዞڦ