新形势下我国新能源行业发展特点与态势.pdfVIP

石油科技论坛 2023年·第42卷·第2期 新形势下我国新能源行业发展特点与态势 袁榴艳　吴谋远　段沛一　周希唯　高　慧　兰孟彤　刘月洋　逯昌伯 （中国石油集团经济技术研究院） 摘　要：当前全球能源危机凸显发展新能源的紧迫性，投资热度持续上升，“能源超级盆地”有望成为 石油公司转型发展的新模式。我国以风电、光伏为主体的新能源成为电力新增装机主体，装机规模稳居全 球首位，光伏、风电、新型储能、氢能等将持续加速增长势头，新能源电力消纳形势总体向好、局部紧张， 相关技术进步加速迭代，各类市场主体积极布局新能源业务。结合中央经济工作会议精神和产业最新政策， 提出 2023 年我国新能源行业将呈现加速规模化、加强集约化、全面市场化、场景多元化、竞争白热化的发 展态势。在“双碳”目标引领下，我国“十四五”新能源发展进入快速规模化发展的新阶段。 关键词：新能源；能源转型；风电；光伏；储能；氢能；发展态势 中图分类号：F426.2；X24　　　　文献标识码：A DOI：10.3969/j.issn.1002-302x.2023.02.010 Characteristics and Trend of China’s New Energy Industrial Development under New Situation Yuan Liuyan, Wu Mouyuan, Duan Peiyi, Zhou Xiwei, Gao Hui, Lan Mengtong, Liu Yueyang, Lu Changbo (CNPC Economics Technology Research Institute, Beijing 100027, China) Abstract: The current global energy crisis highlights urgency of new energy development. With the enthusiasm for investment continually rising, the “super energy basin” is hopeful to become the new model of transformation and development for oil companies. China’s new energy mainly composed of wind power and photovoltaic power becomes the mainstay for newly-added installed capacity and ranks first in the world for the scale of installed units. There is an accelerated growth momentum for photovoltaic power, wind power, new-type stored energy and hydrogen energy. The situation of new energy electric power absorption is good as a whole but under pressure in some regions. Development of the related technology is accelerated in iteration. The main market participants of various kinds take an active part in distribution of new energy business. Based on the spirit of the central government’s economic work conference and the latest industrial policies, this paper concludes that China’s new energy industry will be in the development trends for accelerated conglomeration, enhanced integration, comprehensive marketing, multi-element situation and intensive competition in 2023. Under the guidance of “carbon peak