電力和分散式能源的十大成長機會（2025年）

全球推動脫碳，電力投資持續維持空前水準

再生能源的部署加速擴大。2024年全球發電投資預計將從2023年的8,561.4億美元創下 9,614.5億美元的歷史新高。再生能源產業推動了這項投資激增，其中太陽能光伏（PV）和風能佔 5897.4億美元。全球對太陽能和風能的需求日益增加，主要原因是成本下降和監管加強。太陽能和風能的部署對於實現更高水準的清潔電氣化非常重要，對於能源轉型非常重要。

2024年，美國清潔能源應用將出現前所未有的成長。德克薩斯州和加州已經證明，大規模太陽能和電池資源可以幫助緩解極端天氣和高電力需求時期電網面臨的挑戰。同年，太陽能光電和風力發電佔中國電力投資的74.4%。

展望2025年，預計中國和美國將繼續在再生能源領域保持領先地位。這是因為政策制定者、監管者和電網營運商越來越認知到再生能源的多樣化作用，並促進其融入能源結構。

本報告研究了全球電力和能源產業，並確定了2025年十大成長機會。

目錄

2025年的關鍵成長機會

• 戰略要務
• 十大成長機會
• 成長機會1：太陽能
• 成長機會2：離岸風電
• 成長機會3：水力發電
• 成長機會4：陸上風電
• 成長機會5：設備及零件供應鏈回流
• 成長機會6：混合解決方案－再生能源與儲能系統結合
• 成長機會7：電力購買協議（PPA）的興起 – 替代資金籌措選擇
• 成長機會8：低溫熱能脫碳
• 成長機會9：地熱
• 成長機會10：高級數位服務提案
• 採取下一步行動
• 免責聲明

Unprecedented Investment Levels in Power Continue as the Global Movement Towards Decarbonization Increases

Renewable energy deployment is experiencing accelerated growth. Global investment in power generation reached a record high of $961.45 billion in 2024, up from $856.14 billion in 2023. The renewable energy sector led this investment surge, with solar photovoltaic (PV) and wind energy accounting for $589.74 billion. Solar and wind energy demand is increasing globally, primarily due to decreasing costs and supportive regulations. They are essential for the energy transition, as their deployment is crucial for achieving higher levels of clean electrification.

In 2024, the United States saw unprecedented growth in clean energy installations. Texas and California demonstrated that substantial solar and battery resources can help alleviate grid challenges during extreme weather events and periods of high electricity demand. In the same year, solar PV and wind energy accounted for 74.4% of China's power investment mix.

Looking ahead to 2025, China and the United States are expected to maintain their leadership in renewable energy because policymakers, regulators, and system operators increasingly recognize the multiple roles of renewables and will promote their integration into the energy mix.

Table of Contents

Top Growth Opportunities for 2025

• Strategic Imperatives
• Top 10 Growth Opportunities
• Growth Opportunity 1: Solar PV
• Growth Opportunity 2: Offshore Wind
• Growth Opportunity 3: Hydro Power
• Growth Opportunity 4: Onshore Wind
• Growth Opportunity 5: Reshoring of Equipment and Component Supply Chains
• Growth Opportunity 6: Hybrid Solutions-Renewables Combined with Storage Systems
• Growth Opportunity 7: Rise of PPAs-Alternative Financing Options
• Growth Opportunity 8: Decarbonization of Low- temperature Heat
• Growth Opportunity 9: Geothermal
• Growth Opportunity 10: Advanced and Digital Servicing Propositions
• Take the Next Step
• Legal Disclaimer