全球太陽能市場展望更新:2024 年第四季
市場調查報告書
商品編碼
1610351

全球太陽能市場展望更新:2024 年第四季

Global Solar PV Market Outlook Update: Q4 2024

出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2個工作天內

價格
簡介目錄

報告摘要

Wood Mackenzie 的2024 年第四季全球太陽能市場展望匯集了美洲、歐洲、亞太地區以及中東和非洲的區域專業知識,揭示了關鍵政策、供應鏈、財務的影響。到 2033 年,全球累計太陽能發電容量預計將達到 6.5 TWdc,與上一季更新相比提升 2%。 2024年中國累計產量將比上年增加25%。由於 2024 年採用率超出預期,亞洲的年度預測已上調 5%。限產和電力交易市場化帶來的收益風險打擊了投資者情緒,進一步放緩了長期成長。然而,未來十年,全球最大的太陽能發電市場仍將佔全球裝置容量的一半以上。

簡介目錄
Product Code: 150327354

Report Summary:

Bringing together our regional expertise in the Americas, Europe, Asia Pacific, the Middle East and Africa, Wood Mackenzie's "Global solar PV market outlook Q4 2024" breaks down how the key policy, supply chain, finance and other market developments from the past quarter will affect solar PV buildout across all segments in all territories in the next 10 years. We estimate global solar PV cumulative capacity will reach 6.5 TWdc globally by 2033, which represents a 2% upgrade relative to our previous quarterly update. China's year-to-date 2024 volumes reflect a 25% year-on-year increase. As 2024 installations have outperformed expectations, annual forecasts for the Asian country have been revised upward by 5%. Revenue risks caused by curtailment and power trade marketisation are taking a toll on investor sentiment, leading long-term growth to further decelerate. However, the largest global solar market will still account for over half of global installed capacity in the next 10 years.