|
¹ÉÊдúÂ룺SH600522 | |
ÀûÀ´¹Ù·½ÍøÕ¾Èº |
ÀûÀ´¹Ù·½ÍøÊÀóÓÐÏÞ¹«Ë¾
½¶«½ð¾ß×°±¸ÓÐÏÞ¹«Ë¾
ÉϺ£êÅÆ·Í¨Ñ¶¿Æ¼¼ÓÐÏÞ¹«Ë¾
ÀûÀ´¹Ù·½Íø¿í´øÊÖÒÕÓÐÏÞ¹«Ë¾
½ËÕÀûÀ´¹Ù·½Íø»¥Áª¿Æ¼¼ÓÐÏÞ¹«Ë¾
½ËÕÀûÀ´¹Ù·½Íø²®ÀÖ´ï±äѹÆ÷ÓÐÏÞ¹«Ë¾
|
EN |
Ö»ÒªÓõçµÄµØ·½£¬ÀíÂÛÉ϶¼¿ÉÒÔÓõ½´¢ÄÜ¡£´Ó¾ÃÔ¶À´¿´£¬´¢ÄÜÁìÓò½«ÊÇï®µç³Ø×î´óµÄÓ¦ÓÃÊг¡¡£ÔçÔÚ2017Äê10Ô£¬¹ú¼ÒÎ岿ί£¨·¢¸Äί¡¢²ÆÎñ²¿¡¢¿Æ¼¼²¿¡¢¹¤ÐŲ¿¡¢ÄÜÔ´¾Ö£©ÍŽáÐû²¼µÄ¡¶¹ØÓÚÔö½ø´¢ÄÜÊÖÒÕÓ빤ҵÉú³¤µÄÖ¸µ¼Òâ¼û¡·£¬ÊÇÎÒ¹ú×î´ó¹æÄ£´¢ÄÜÊÖÒÕ¼°Ó¦ÓÃÉú³¤µÄÊ׸öÖ¸µ¼ÐÔÕþ²ß¡£ÒÔ´ËΪµ¼Ïò£¬´¢ÄÜÊг¡Öð½¥ÊÍ·Å¡£
Êý¾Ý
¡¶Ö¸µ¼Òâ¼û¡·Ã÷È·Ìá³ö£¬Î´À´10ÄêÄÚ½«·ÖÁ½¸ö½×¶ÎÍÆ½ø´¢Äܹ¤ÒµÉú³¤£¬µÚÒ»½×¶Î(2017-2020)ʵÏÖ´¢ÄÜÓÉÑз¢Ê÷Ä£ÏòÉÌÒµ»¯¹ý¶É;µÚ¶þ½×¶Î(2020-2025)ʵÏÖÉÌÒµ»¯Ïò¹æÄ£»¯×ª±ä¡£
ÔÚ¡¶Ö¸µ¼Òâ¼û¡·³ǫ̈ºóµÄ2018Ä꣬ÔÚËùÓÐÈ˶¼Î´ÔøÔ¤ÆÚµ½µÄÇéÐÎÏ£¬µçÍø²à´¢ÄÜÓ¦ÓùæÄ£±¬·¢£¬½«Öйú´¢ÄÜÊг¡ËÍÈë¡°GW/GWh¡±Ê±´ú¡£ÓÐͳ¼ÆÊý¾ÝÏÔʾ£¬2018ÄêÎÒ¹úÀÛ¼ÆÍ¶ÔË´¢ÄÜÏîÄ¿¹æÄ£Îª1018.5MW/2912.3MWh£¬ÊÇ2017ÄêÀÛ¼Æ×ܹæÄ£µÄ2.6±¶¡£
ÆäÖУ¬2018Ä꣬ÎÒ¹úÐÂÔöͶÔË´¢ÄÜÏîÄ¿µÄ×°»ú¹æÄ£Îª2.3GW£¬µç»¯Ñ§´¢ÄܵÄÐÂÔöͶÔ˹æÄ£×î´ó£¬Îª0.6GW£¬Í¬±ÈÔöÌí414%¡£2018ÄêµÚËÄÐò¶È£¬ÎÒ¹úÐÂÔöͶÔ˵绯ѧ´¢ÄÜÏîÄ¿µÄ×°»ú¹æÄ£Îª286.5MW£¬Í¬±ÈÔöÌí399%£¬»·±ÈÔöÌí80%¡£
ÒÀ´ËÍÆË㣬Êг¡ÒÔΪµ½¡°Ê®ËÄÎ塱ĩ£¬ÎÒ¹ú´¢ÄÜ×°»ú½«µÖ´ï50-60GW£¬µ½2050Ä꽫µÖ´ï200GWÒÔÉÏ£¬Êг¡¹æÄ£½«³¬2ÍòÒÚÔª¡£
ÎÞ¶ÀÍÌż£¬¿ËÈÕÅí²©ÐÂÄÜÔ´²Æ¾£¨BNEF£©Ðû²¼ÁË2018ÄêÈ«ÇòÇå½àÄÜԴͶ×ʱ¨¸æ¡£BNEFÕ¹Íû£¬2019ÄêÈ«ÇòÄê¶È´¢ÄÜ×°»ú½«Ê×´ÎÁè¼Ý10GWh£»2025ÄêÈ«ÇòµÄ´¢ÄÜ×°»úÁ¿½«µÖ´ï100GWh£¬²¢ÔÚ2030Äê×óÓÒÍ»ÆÆ300GWh£»µ½2040Ä꣬Ԥ¼ÆÈ«ÇòÄÜÔ´´æ´¢Êг¡½«ÀÛ¼ÆÔöÌíÖÁ942GWh£¬¼ÛÖµÔ¼6200ÒÚÃÀÔª£¨Ô¼4.15ÍòÒÚÈËÃñ±Ò£©¡£
BNEFÌåÏÖ£¬Ö»ÒªÓõçµÄµØ·½£¬ÀíÂÛÉ϶¼¿ÉÒÔÓõ½´¢ÄÜ¡£´Ó¾ÃÔ¶À´¿´£¬´¢ÄÜÁìÓò½«ÊÇï®µç³Ø×î´óµÄÓ¦ÓÃÊг¡¡£
´¢ÄÜÊг¡»Æ½ðʱ´úÓÉ´ËÄ»Æô¡£
Õþ²ß
ÐÂÊг¡µÄÐËÆð£¬ÓÐÕþ²ßºÇ»¤¡£2018Äê´¢ÄÜÉú³¤Ç¿¾¢µÄº«¹ú£¬µÃÒæÓÚº«¹úÕë¶Ô¹â·ü-·çµç-´¢ÄÜ»ìÏý·¢µçÏîÄ¿Ëù·¢·ÅµÄ´ó×Ú¿ÉÔÙÉúÄÜÔ´Ö¤Êé¡¢Õþ¸®µÄ²É¹ºÒÔ¼°2030Äê¿ÉÔÙÉúÄÜÔ´ÍýÏë¡£
ÃÀ¹úÁª°îÄÜÔ´¹ÜÀíίԱ»á£¨FERC£©Ðû²¼841·¨°¸£¬ÔòÒªÇóÃÀ¹úËùÓеĵçÁ¦Åú·¢Êг¡Ðë¶Ô¸÷×Ô¹æÔò×÷³öµ÷½â£¬ÒÔ¼Ó´ó´¢ÄÜÔÚ¸÷´óµçÁ¦Êг¡ÖеÄÓ¦Óá£ÕâÊÇÏÖÔÚÎªÖ¹Éæ¼°¹æÄ£×î¹ãµÄ¡¢Ö§³Ö´¢ÄÜÓ¦ÓõĵçÁ¦Êг¡¹æÔò£¬Ê¹µÃ´¢ÄÜͬÏÖÓз¢µçģʽÔÚͬÀàÊг¡ÖÐÕö¿ª¾ºÕù³ÉΪÁË¿ÉÄÜ¡£
ÖйúµÄÏà¹ØÕþ²ßÒ²Óêºó´ºËñ°ãÓ¿ÏÖ¡£½ö´Ó2019Äê´º½Úºó°ë¸öÔµÄʱ¼ä¿´£º
2ÔÂ12ÈÕ£¬¹¤ÐŲ¿Ðû²¼¡¶¹ØÓÚÔöÇ¿ÂÌÉ«Êý¾ÝÖÐÐĽ¨ÉèµÄÖ¸µ¼Òâ¼û¡·£¬Ö¸³öÊÔµãÌÝ´ÎʹÓö¯Á¦µç³Ø×÷ΪÊý¾ÝÖÐÐÄÏ÷·åÌî¹ÈµÄ´¢ÄÜµç³Ø¡£
2ÔÂ18ÈÕ£¬¹ú¼ÒµçÍøÐû²¼¡¶¹ØÓÚÔö½øµç»¯Ñ§´¢ÄÜ¿µ½¡ÓÐÐòÉú³¤µÄÖ¸µ¼Òâ¼û¡·¡£ÄÏ·½µçÍøÒ²½«³ǫ̈µÄÔö½øµç»¯Ñ§´¢ÄÜÉú³¤µÄÖ¸µ¼Òâ¼û¡£Á½´óµçÍø¾ù½«´¢ÄÜÄÉÈëµçÍøÍýÏë¡£
2ÔÂ19ÈÕ£¬Ð½®×ÔÖÎÇø·¢¸ÄίÐû²¼ÁË¡¶¹ØÓÚÔÚÈ«½®¿ªÕ¹·¢µç²à´¢ÄܵçÕ¾½¨ÉèÊÔµãµÄ֪ͨ¡·£¬´¢ÄܵçÕ¾ÔÔòÉÏÆ¾Ö¤¹â·üµçÕ¾×°»úÈÝÁ¿20%µÄ±ÈÀýÉèÖá£
2ÔÂ27ÈÕ£¬±±¾©Êз¢¸ÄίÐû²¼¡¶±±¾©ÊÐ2019ÄêÖØµã¹¤³ÌÍýÏë¡·£¬½«ÔÚº£µíÇø-±±²¿ÐÂÇøÓÀ·áÆ¬ÇøºÍ´äºþÆ¬ÇøÄÚ½¨ÉèÂþÑÜʽ¹â·ü50MW¡¢3000Àä¶Ö¼¯Öе繩Àä¡¢µç´¢ÄÜ18MW/36MWh¡£
2ÔÂ27ÈÕ£¬ºÏ·ÊÊз¢¸ÄίҲÐû²¼ÁË¡°2018ÄêµÚÈýÅú¹â·üµçÕ¾¶Èµç½òÌùĿ¼¡¢¹â·ü´¢ÄÜϵͳӦÓá¢Á¢ÒìÊ÷Ä£ÏîÄ¿µÄ֪ͨ¡±¡£
2019ÄêÖйú´¢ÄÜÊг¡¿çԽʽÉú³¤¿ÉÆÚ¡£
ÐèÇó
ÔÚ2018Äê4ÔµÄʱ¼ä£¬Öйú½¨Í¶¶Ô´¢ÄÜÊг¡×ö¹ýÒ»´Î²âËã¡£
ÄÇʱ¼ä£¬º£ÄÚÓлðµç×°»úÁ¿11ÒÚǧÍߣ¬°´3%ÅäÌ×ÓÐÍû±¬·¢33GW´¢ÄÜµç³ØÐèÇó¡£×èÖ¹2017Äêµ×£¬·çµç¡¢¼¯ÖÐʽ¹â·üºÏ¼Æ×°»úÁ¿265GW£¬°´´¢ÄÜ×°ÖÃÅäÌ×±ÈÀý10%²âË㣬ÓÐÍû±¬·¢26.5GWÐèÇó¡£
ÎÒ¹úµÄ¹¤Òµ×ÜÓõçÁ¿2017Äê´ï44413ÒÚkWh£¬ËùÐèµç³Ø´¢ÄܹæÄ£Îª711 GWh¡£
ƾ֤Õâ¸ö²âË㣬½ö´ÓµçÔ´²à½Ç¶ÈÀ´¿´£¬¾ÍÓÐ56.5 GWµÄ´¢ÄÜÐèÇó¡£¶ø×èÖ¹2018 Äêµ×£¬ÎÒ¹úÀÛ¼ÆÍ¶ÔË´¢ÄÜÏîÄ¿¹æÄ£²»¹ý1.02 GW¡£
ÉùÒô
3ÔÂ3ÈÕ£¬ÌìÏÂÕþÐίԱ¡¢ÄþµÂʱ´ú¶Ê³¤ÔøØ¹Èº½¨Ò飺¡°Õë¶Ô·çÄܺ͹â·ü·¢µçµÄ¼äЪÐÔÌØµã£¬ÔÚÎ÷²¿¶¦Á¦´ó¾Ù½¨Éè¹â·üºÍ·çÁ¦·¢µçÉèÊ©²¢ÅäÌ×½¨Éèï®Àë×Ó´¢ÄܵçÕ¾£¬À´ïÔ̶ԵçÍøÎȹÌÔËÐеÄÓ°Ï죬Ìá¸ß¿ÉÔÙÉúÄÜÔ´×°»úÈÝÁ¿ºÍ·¢µçÕ¼±È¡£¡±
3ÔÂ6ÈÕÐÂÎÅ£¬ÌìÏÂÈË´ó´ú±í£¬¹úÍø°²»ÕÊ¡µçÁ¦ÓÐÏÞ¹«Ë¾×Ü˾Àí¡¢µ³Î¯¸±Êé¼ÇÕÅ·²»ª½¨Ò飺¡°Î´À´ÐèÒªµ÷¶¯¸÷·½Á¦Á¿£¬ÅäºÏÍÆ¶¯´¢ÄÜ¡¢ÐîÄÜÊÖÒÕÁ¢Ò죬¼ÓËÙ½¨ÉèÓû§²à´¢ÄÜ¡¢ÐîÄÜÉèÊ©£¬¼ÓËÙÍÆ¹ã¡°Çå½àÄÜÔ´+´¢ÄÜ¡±ÍŽὨÉèģʽ£¬Ìá¸ß¿ÉÔÙÉúÄÜԴʹÓÃЧÂÊ¡£¡±£¨ÎÄÕÂȪԴ£º±±¼«ÐǵçÁ¦Íø£©