Page 359 - 2021 White Paper
P. 359
The American Chamber of Commerce in South China
å®??ä¸??52GW????³æ???????ï¼?¸?½æ??¨èµ·???2021- æµ·é?沿ç?ä¸??沿海移å?ï¼????å·¥ä??????ºº?£ä?å¤????ä»?
2025å¹´ä?å¹´è?????½å????ä½???½ï?以å??°ä?è¿?¹³ä¸»å¸ æµ·ä?é£??容æ?æ¶?º³???å¤??æµ·ä?é£?????????»å??¸å?è¾?
??????ä¼???????å¹´æ?ï¼??ç»??å¢???¾ç?以å?ç¾???¿å? å°???¸?½ç???????è¿?13.5ä¸???????µ·ä¸???ºï?æ¯?¹´??
???ºã??·´é»??å®????å½±å?ï¼?¸?½å?对æ???????ç§???§æ? ?µé?è¶??235GW??¸?½ä???????大ç?å¤???½ç?æ±????
??ä¸????¸?½ç?碳ä¸???诺é??°ç????人们对ä¸?½é??? ?£å????2021å¹´å?ï¼?¸?½æµ·ä¸???µè?ä¸??è¶???±å?ï¼??ä¸?
ç§??æ°?????¨ç?å¸????(Normile) ?¨ç???大ç?é£??å¸??(Vince)??
ä¸??å°?»§ç»?????å±??????½æ?ï¼??????????? å¤???½å???
?½æ?产ç???????å¤?º³ç½???¸?½ç????2021å¹´ï?常è?æ°´ç?
?»è??ºå???¾¾??340GWï¼???µå?å¤???½å??µè??ºå???? ä¸????¤ª?³è???????ï¼??ä¾???¾å????ä¸??å®?»¬
è¾¾å?240GWå·???????2019å¹´ï??±ä?ä¸???µå??¿è½½??? ?»å??§å????³å?60%?????º§?½ï??¨å±±é«?°´?©ä¸?????
足ï?çº?4%é£??????ºå?2%å¤???½ç?产ç????????½çº³?? å¤???½è?ä¸????????è¾??ï¼??å¤???°è?ç¹??ä¸???¡æ?
?µç???¸º?¨å?å½???µç?ä¼??ä¼??è´?¹°æ¸???½æ?ï¼??家è?æº? ????¸å?é¢???§æ?????¿ç????å±??ä¸??è¦??ä¼?????
å±???????å®????????2020å¹´å?????½æ??µå???ä½?? ä»???°å?亿ç??????ä¸?¤ª?³è????ä¼??ä»?¤©???ä¸??è·?
纳é?é¢??Xu and Stanwayï¼??? ?????¤©???è¦??请ç?产ã??????ä¸??å¤???½å??µè?ä¸??
临å?????????å¢???????è·?½¿å¤???½å??µæ?为ä????
é£?? ?¨å??°å???便å????æº?½¢å¼???¡¥è´´æ??¨é??????ï¼??ä¸?
å¤???½å??µæ??¶ä??½æ?å½¢å??´å?ç«???§ï?ä»????å°????
2020??2029å¹´æ??´ï?ä¸???°å?é£??è£??容é?å°?¾¾?? æ±??对å?家å?ç??ä¾??????½æ????è¿??å¸??äº??å¤??
251GW??·²è§?????建ç?é£???ºå?è¶??25ä¸???»è??ºå??? ????§ï??¨ä?ä¹??å°??ï¼?¤ª?³è?????½å?许å?é¢???¿ä»£
è¶??100GWï¼?»¥æ»¡è¶³???????µå??¿é?æ±???????说ï?å¹? ?????????????¨ç?产è?è¿????¾¾?°å?以满足æ??¥é?æ±?
???åº?????ï¼?COEï¼????????????¨å?产è?å¢????¡¥ ??°´å¹³ã??§£?³æ?æ³???????ç§????????äº????º§?????
è´´å?æ¶??计ä?å½±å?16%???ä¸??????µé?????????å¹? 以é???两ç??¹æ????å¤???½ç????å°?????ç¡???´æ?ä¸?
???ä¸??é£??å¸??ç´??并ç????è¾¾å?461GW??2020å¹´ï??? ç§??è´¨ç???????使å??¨ä?????¶é??¹ç??¶ã?????ç¬??ç§?
?????½±????°å?10%????????è¿??é£??å¼??????¸´?? ?¹æ???»¥å¾?????ç¡???µå??§æ?好ï?????´é???????ç¡?
?´å¤§?????2020å¹´å??½å?补贴å°??æ¶???(Nhede) æ¯???¶ç?产å??´æ?è´µï????ä¸?»·?¼ä?å»???????????
?¸æ?ï¼?¤§å¤???¶é????´é?????¶ç?产å????ä½????¹¶ä¸??
?¨ä»¥ä¸??为é??¨å????æ´??æº??å±?µªæ½??ï¼??å¹´å? 解å?å¤???½è?ä¸??临ç??????大é??©ï?????¿æ²»é£?????
?¨ç?æµ·ä?é£????????产è????ä¼???¿å??????2030å¹´ï? 2010年以?¥ï?ç¾???????????ä¸???¶é???å¾?????¾é?
æµ·ä?é£??è¡??å¢?????ä¼???ºé????è¾¾å?234GWï¼???? ?³ç?ï¼???±æ?ä¸???¶é????·å?ä¸???¿å?补贴ï¼??产å?以ä?
å¹´å¹´åº?????计æ?????¥é?äº?29GW???????½æ?åº??è¯? äº????»·?ºå???¸ç¾?´¸???äº?2018å¹´æ?å¼?帷å?ï¼???½å?
?°ï?æµ·ä?é£??????????è¿?????æµ????¸å°???¥é?è¦? å§???µæ??¿å??¶å?ç¨????äº??åº??ä¸??å¤???½äº§?????
????¨ã????¥å?å¹´ï?æµ·ä?é£??è¡?????ä¼???¨ç??????? ???ç¨??å°?????è¿??延é?äº???¶æ?ï¼?»¥??¼±ä¸?????æµ?
??90ä¸?¸ªå·¥ä?å²??ï¼?????ç??å®???????è¿???¶å??? å½±å?????°½ç®¡å?æ¤ï?ä¸????¤ª?³è?è¡??ä»??è¿????å±????
ç»???ºæ??¿ç??????¿«è¯¥è?ä¸?????ï¼???³ä??????å¤? ??2019å¹´å?ï¼?¸?½ç?æ±??年产?½ä¸º193GWï¼??该年?¨ç?
??·¥ä½??ä½????2013年以?¥ï??¨æ?æ´²ç?è¿??é£??项ç???¸¦ è£??容é?é«?60ï¼???????©å»ºè®¡å?å®??ï¼??计ä¸?½ç?æ±??å¹?
?¨ä?ï¼??å¤???ºå¹³???å¹´å??¿è????ä¹??ï¼??æ´²æ?????? 产è?å¢??ä¸???»¥ä¸????å¤??å¤???½å??µæ?大ç?????¨ä?æ²?
75%??µ·ä¸??????µå?????±ä?äº?¤ª?°å??½å?对æ?æ´?? ???????½å??µï?ä½??ä¸??¾é?ä¹??å¾????¤§è¿?????äº??
æº????æ±??????¿ï?é¢???????¹´????µå??¿å?å¿?????? ???æ±???¸¸?¨ç?天达?°é¡¶å³°ï?å¤???½å??µä¸»è¦??为ä?ç»?
å¹´å?ï¼?¸?½é?计å??¥æ??¨ç?è¶??äº??ä¹????µ·ä¸????? ?µå???¡¥??????ä¸??é¢?¹¶????°å¹¿æ³??注ã???è¿?????
?µæ?ï¼?º§??52GWï¼?mbroseï¼??? ?µæ??¿å?è£??å¢??ï¼??ä¸??é¢?¸¥???çº??å¤???½å??µï???
天å??µè??©ï???????æ¶?????·¥ç¨??æ£å?ä¸???¹è??????
??????????ºä??¨å??§ï?ä½?¸?½å?稳æ??¨è???? ?½æ????????¹è??µæ?ï¼?»ºç«??æ°´è??½ç³»ç»??该系ç»??å¤?
??µ·ä¸???µå???»ºè®¾ã????¶æ??????½¿?¨ç?大é?????? ?©ç?å¤???½æ?æ°´è?æ°´å?ï¼?¹¶?¨é?è¦?????æ°´è½®?ºæ?æ°´å?
???å±??æ»?????ä½?¸?½ä??¨ç»§ç»?????????½æ?å¸???? ?µã?????????å°????????解å?å¤???½å??µé?临ç????
ä¸??建è???µ·ä¸???µäº§?½æ?ä¸???¶ä??°å????»å?è¿?? ï¼?urtaugh??henï¼???
å¤????2017å¹´è¾¾??1GW????²æ?é«?»¥?¥ï?足å?为ä?亿个å®?
??ED????µï?ï¼?¸?½ç?æµ·ä?é£????????è¿???????¸?? ?¨è??»ç???¹´ä¸??å¤???½å??µè?????¿ï???¸ºä¸??ä¸?
?¨æ?æµ·ä?é£??è£??容é??¹é?å¤??ä¸??é¢???°ä???»ºè®¾é? ?????å¿????????æº???2019å¹´å???¤ª?³è?????°å?è£?
?¹é?äº?¸?½å?æµ·ï?è¿?????ä»?µ·????µ·ä¸???µæ?äº??è¾?? ?ºçº¦109GWï¼??2018年大?´æ?å¹³ã???äº??ç??????????
359
å®??ä¸??52GW????³æ???????ï¼?¸?½æ??¨èµ·???2021- æµ·é?沿ç?ä¸??沿海移å?ï¼????å·¥ä??????ºº?£ä?å¤????ä»?
2025å¹´ä?å¹´è?????½å????ä½???½ï?以å??°ä?è¿?¹³ä¸»å¸ æµ·ä?é£??容æ?æ¶?º³???å¤??æµ·ä?é£?????????»å??¸å?è¾?
??????ä¼???????å¹´æ?ï¼??ç»??å¢???¾ç?以å?ç¾???¿å? å°???¸?½ç???????è¿?13.5ä¸???????µ·ä¸???ºï?æ¯?¹´??
???ºã??·´é»??å®????å½±å?ï¼?¸?½å?对æ???????ç§???§æ? ?µé?è¶??235GW??¸?½ä???????大ç?å¤???½ç?æ±????
??ä¸????¸?½ç?碳ä¸???诺é??°ç????人们对ä¸?½é??? ?£å????2021å¹´å?ï¼?¸?½æµ·ä¸???µè?ä¸??è¶???±å?ï¼??ä¸?
ç§??æ°?????¨ç?å¸????(Normile) ?¨ç???大ç?é£??å¸??(Vince)??
ä¸??å°?»§ç»?????å±??????½æ?ï¼??????????? å¤???½å???
?½æ?产ç???????å¤?º³ç½???¸?½ç????2021å¹´ï?常è?æ°´ç?
?»è??ºå???¾¾??340GWï¼???µå?å¤???½å??µè??ºå???? ä¸????¤ª?³è???????ï¼??ä¾???¾å????ä¸??å®?»¬
è¾¾å?240GWå·???????2019å¹´ï??±ä?ä¸???µå??¿è½½??? ?»å??§å????³å?60%?????º§?½ï??¨å±±é«?°´?©ä¸?????
足ï?çº?4%é£??????ºå?2%å¤???½ç?产ç????????½çº³?? å¤???½è?ä¸????????è¾??ï¼??å¤???°è?ç¹??ä¸???¡æ?
?µç???¸º?¨å?å½???µç?ä¼??ä¼??è´?¹°æ¸???½æ?ï¼??家è?æº? ????¸å?é¢???§æ?????¿ç????å±??ä¸??è¦??ä¼?????
å±???????å®????????2020å¹´å?????½æ??µå???ä½?? ä»???°å?亿ç??????ä¸?¤ª?³è????ä¼??ä»?¤©???ä¸??è·?
纳é?é¢??Xu and Stanwayï¼??? ?????¤©???è¦??请ç?产ã??????ä¸??å¤???½å??µè?ä¸??
临å?????????å¢???????è·?½¿å¤???½å??µæ?为ä????
é£?? ?¨å??°å???便å????æº?½¢å¼???¡¥è´´æ??¨é??????ï¼??ä¸?
å¤???½å??µæ??¶ä??½æ?å½¢å??´å?ç«???§ï?ä»????å°????
2020??2029å¹´æ??´ï?ä¸???°å?é£??è£??容é?å°?¾¾?? æ±??对å?家å?ç??ä¾??????½æ????è¿??å¸??äº??å¤??
251GW??·²è§?????建ç?é£???ºå?è¶??25ä¸???»è??ºå??? ????§ï??¨ä?ä¹??å°??ï¼?¤ª?³è?????½å?许å?é¢???¿ä»£
è¶??100GWï¼?»¥æ»¡è¶³???????µå??¿é?æ±???????说ï?å¹? ?????????????¨ç?产è?è¿????¾¾?°å?以满足æ??¥é?æ±?
???åº?????ï¼?COEï¼????????????¨å?产è?å¢????¡¥ ??°´å¹³ã??§£?³æ?æ³???????ç§????????äº????º§?????
è´´å?æ¶??计ä?å½±å?16%???ä¸??????µé?????????å¹? 以é???两ç??¹æ????å¤???½ç????å°?????ç¡???´æ?ä¸?
???ä¸??é£??å¸??ç´??并ç????è¾¾å?461GW??2020å¹´ï??? ç§??è´¨ç???????使å??¨ä?????¶é??¹ç??¶ã?????ç¬??ç§?
?????½±????°å?10%????????è¿??é£??å¼??????¸´?? ?¹æ???»¥å¾?????ç¡???µå??§æ?好ï?????´é???????ç¡?
?´å¤§?????2020å¹´å??½å?补贴å°??æ¶???(Nhede) æ¯???¶ç?产å??´æ?è´µï????ä¸?»·?¼ä?å»???????????
?¸æ?ï¼?¤§å¤???¶é????´é?????¶ç?产å????ä½????¹¶ä¸??
?¨ä»¥ä¸??为é??¨å????æ´??æº??å±?µªæ½??ï¼??å¹´å? 解å?å¤???½è?ä¸??临ç??????大é??©ï?????¿æ²»é£?????
?¨ç?æµ·ä?é£????????产è????ä¼???¿å??????2030å¹´ï? 2010年以?¥ï?ç¾???????????ä¸???¶é???å¾?????¾é?
æµ·ä?é£??è¡??å¢?????ä¼???ºé????è¾¾å?234GWï¼???? ?³ç?ï¼???±æ?ä¸???¶é????·å?ä¸???¿å?补贴ï¼??产å?以ä?
å¹´å¹´åº?????计æ?????¥é?äº?29GW???????½æ?åº??è¯? äº????»·?ºå???¸ç¾?´¸???äº?2018å¹´æ?å¼?帷å?ï¼???½å?
?°ï?æµ·ä?é£??????????è¿?????æµ????¸å°???¥é?è¦? å§???µæ??¿å??¶å?ç¨????äº??åº??ä¸??å¤???½äº§?????
????¨ã????¥å?å¹´ï?æµ·ä?é£??è¡?????ä¼???¨ç??????? ???ç¨??å°?????è¿??延é?äº???¶æ?ï¼?»¥??¼±ä¸?????æµ?
??90ä¸?¸ªå·¥ä?å²??ï¼?????ç??å®???????è¿???¶å??? å½±å?????°½ç®¡å?æ¤ï?ä¸????¤ª?³è?è¡??ä»??è¿????å±????
ç»???ºæ??¿ç??????¿«è¯¥è?ä¸?????ï¼???³ä??????å¤? ??2019å¹´å?ï¼?¸?½ç?æ±??年产?½ä¸º193GWï¼??该年?¨ç?
??·¥ä½??ä½????2013年以?¥ï??¨æ?æ´²ç?è¿??é£??项ç???¸¦ è£??容é?é«?60ï¼???????©å»ºè®¡å?å®??ï¼??计ä¸?½ç?æ±??å¹?
?¨ä?ï¼??å¤???ºå¹³???å¹´å??¿è????ä¹??ï¼??æ´²æ?????? 产è?å¢??ä¸???»¥ä¸????å¤??å¤???½å??µæ?大ç?????¨ä?æ²?
75%??µ·ä¸??????µå?????±ä?äº?¤ª?°å??½å?对æ?æ´?? ???????½å??µï?ä½??ä¸??¾é?ä¹??å¾????¤§è¿?????äº??
æº????æ±??????¿ï?é¢???????¹´????µå??¿å?å¿?????? ???æ±???¸¸?¨ç?天达?°é¡¶å³°ï?å¤???½å??µä¸»è¦??为ä?ç»?
å¹´å?ï¼?¸?½é?计å??¥æ??¨ç?è¶??äº??ä¹????µ·ä¸????? ?µå???¡¥??????ä¸??é¢?¹¶????°å¹¿æ³??注ã???è¿?????
?µæ?ï¼?º§??52GWï¼?mbroseï¼??? ?µæ??¿å?è£??å¢??ï¼??ä¸??é¢?¸¥???çº??å¤???½å??µï???
天å??µè??©ï???????æ¶?????·¥ç¨??æ£å?ä¸???¹è??????
??????????ºä??¨å??§ï?ä½?¸?½å?稳æ??¨è???? ?½æ????????¹è??µæ?ï¼?»ºç«??æ°´è??½ç³»ç»??该系ç»??å¤?
??µ·ä¸???µå???»ºè®¾ã????¶æ??????½¿?¨ç?大é?????? ?©ç?å¤???½æ?æ°´è?æ°´å?ï¼?¹¶?¨é?è¦?????æ°´è½®?ºæ?æ°´å?
???å±??æ»?????ä½?¸?½ä??¨ç»§ç»?????????½æ?å¸???? ?µã?????????å°????????解å?å¤???½å??µé?临ç????
ä¸??建è???µ·ä¸???µäº§?½æ?ä¸???¶ä??°å????»å?è¿?? ï¼?urtaugh??henï¼???
å¤????2017å¹´è¾¾??1GW????²æ?é«?»¥?¥ï?足å?为ä?亿个å®?
??ED????µï?ï¼?¸?½ç?æµ·ä?é£????????è¿???????¸?? ?¨è??»ç???¹´ä¸??å¤???½å??µè?????¿ï???¸ºä¸??ä¸?
?¨æ?æµ·ä?é£??è£??容é??¹é?å¤??ä¸??é¢???°ä???»ºè®¾é? ?????å¿????????æº???2019å¹´å???¤ª?³è?????°å?è£?
?¹é?äº?¸?½å?æµ·ï?è¿?????ä»?µ·????µ·ä¸???µæ?äº??è¾?? ?ºçº¦109GWï¼??2018年大?´æ?å¹³ã???äº??ç??????????
359
