鍏変紡鐑偣璧勮
鍏虫敞鈥滃厜浼忓ご鏉♀€濆井淇″叕浼楀彿锛岃鍏変紡澶╀笅浜嬨€?/span>鈶犲浗瀹惰兘婧愬眬锛氫笂鍗婂勾鍏変紡鏂板闆嗕腑寮?7.46GW锛屽垎甯冨紡40.96GW锛?/span>
鈶?6.72GW锛佸箍瑗?023骞寸浜屾壒椋庡厜椤圭洰娓呭崟鍏竷锛?/span>
鈶㈠唴钂欏彜閿℃灄閮嫆鐩燂細2023骞翠簤鍙栨柊鑳芥簮骞剁綉杈?7GW
鈶ｄ笂娴锋潹娴﹀尯锛氬崟涓厜浼忛」鐩鍔辨渶楂?00涓囧厓锛?/span>
鈶よˉ鍔╂爣鍑?.6-0.8鍏?W锛佹禉姹熶簯鍜屽幙鍙戞斁绗簩鎵规埛鐢ㄥ厜浼忛」鐩ˉ鍔╄祫閲?/span>
鈶ヤ簯鍗楀厜浼忚鏈鸿揪1006.5涓囧崈鐡?/span>
鈶CL涓幆纭呯墖璋冧环鏈€楂樻定5.17%
鈶ф境澶у埄浜氭槅澹叞宸炶鍒掑ぇ鍔涙姇璧勯鑳姐€佸お闃宠兘绛夐」鐩?/span>
鈶?GW鍏変紡椤圭洰灏嗚惤鍦伴┈鏉ヨタ浜?/span>
鍥介檯鑳芥簮缃?鍏変紡澶存潯锛圥V-2005锛?/span>涓烘偍绮鹃€夊浗鍐呭鍏変紡璁伅銆傛杩庤鑰呮湅鍙嬪湪鏂囨湯鈥滃啓鐣欒█鈥濆锛屼笌鎴戜滑浜掑姩銆佷氦娴併€佹帰璁ㄣ€?/span>1銆佸浗瀹惰兘婧愬眬锛氫笂鍗婂勾鍏変紡鏂板闆嗕腑寮?7.46GW锛屽垎甯冨紡40.96GW锛?/span>7鏈?1鏃ワ紝鍥藉鑳芥簮灞€鍙紑2023骞翠笁瀛ｅ害缃戜笂鏂伴椈鍙戝竷浼氥€傛柊鑳芥簮鍜屽彲鍐嶇敓鑳芥簮鍙稿壇鍙搁暱鐜嬪ぇ楣忎粙缁嶏紝涓婂崐骞达紝鍏ㄥ浗鍏変紡鏂板骞剁綉7842涓囧崈鐡︼紝鍚屾瘮澧為暱154%锛屽叾涓泦涓紡鍏変紡鍙戠數3746涓囧崈鐡︼紝鍚屾瘮澧為暱234%锛屽垎甯冨紡鍏変紡鍙戠數4096涓囧崈鐡︼紝鍚屾瘮澧為暱108%銆?/span>2銆?6.72GW锛佸箍瑗?023骞寸浜屾壒椋庡厜椤圭洰娓呭崟鍏竷锛?/span>鏃ュ墠锛屽箍瑗垮彂鏀瑰鍙戝竷銆?023骞寸浜屾壒鏂拌兘婧愰」鐩缓璁炬柟妗堢殑閫氱煡銆嬨€傞€氱煡鎸囧嚭锛屽垪鍏?023骞寸浜屾壒鏂拌兘婧愰」鐩缓璁炬柟妗堢殑椤圭洰鍏?38涓紝瑁呮満瀹归噺绾?6723.6MW銆傚叾涓紝闆嗕腑寮忓厜浼忓彂鐢甸」鐩?9涓紝瑁呮満瀹归噺绾?256.6MW锛涢檰涓婇鐢甸」鐩?09涓紝瑁呮満瀹归噺绾?3467MW銆?/span>3銆佸唴钂欏彜閿℃灄閮嫆鐩燂細2023骞翠簤鍙栨柊鑳芥簮骞剁綉杈?7GW鏃ュ墠锛屽唴钂欏彜閿℃灄閮嫆鐩熷彂甯冦€?023骞撮敗鏋楅儹鍕掔洘鍥芥皯缁忔祹鍜岀ぞ浼氬彂灞曡鍒掋€嬨€傝鍒掕〃绀猴紝浜夊彇鍏ㄧ洘鏂拌兘婧愬苟缃戣鏈鸿揪鍒?700涓囧崈鐡︿互涓婏紝鍙戠數閲忕獊鐮?00浜垮害锛屽湪鍏ㄥ尯鐜囧厛瀹炵幇鏂拌兘婧愬苟缃戣鏈鸿秴杩囩伀鐢佃鏈恒€?/span>4銆佷笂娴锋潹娴﹀尯锛氬崟涓厜浼忛」鐩鍔辨渶楂?00涓囧厓锛?/span>杩戞棩锛屼笂娴峰競鏉ㄦ郸鍖哄彂灞曞拰鏀归潻濮斿憳浼氫笂娴峰競鏉ㄦ郸鍖鸿储鏀垮眬鍗板彂浜嗐€婃潹娴﹀尯鍏変紡鍙戝睍鎵舵寔鍔炴硶锛堣瘯琛岋級銆嬬殑閫氱煡銆傞€氱煡鎸囧嚭锛屽父瑙勫厜浼忛」鐩腑鍏変紡鐢电珯椤圭洰濂栧姳鏍囧噯涓?00鍏?鍗冪摝锛屽崟涓」鐩鍔辨渶楂樹笉瓒呰繃200涓囧厓銆?/span>5銆佽ˉ鍔╂爣鍑?.6-0.8鍏?W锛佹禉姹熶簯鍜屽幙鍙戞斁绗簩鎵规埛鐢ㄥ厜浼忛」鐩ˉ鍔╄祫閲?/span>7鏈?8鏃ワ紝娴欐睙浜戝拰鍘垮彂甯冦€婂叧浜庡彂鏀剧浜屾壒鎴风敤鍏変紡椤圭洰琛ュ姪璧勯噾瀹夋帓鍏ず銆嬨€傛牴鎹叕绀哄悕鍗曟樉绀猴紝2022骞?0鏈?2022骞?2鏈堟湡闂村苟缃戠殑33涓埛鐢ㄥ厜浼忛」鐩ˉ璐存爣鍑嗕负0.8鍏?W锛?023骞?鏈?2023骞?鏈堝苟缃戠殑31涓埛鐢ㄥ厜浼忛」鐩ˉ璐存爣鍑嗕负0.6鍏?W銆?/span>6銆佷簯鍗楀厜浼忚鏈鸿揪1006.5涓囧崈鐡?/span>鎹簯鍗楃渷鑳芥簮灞€娑堟伅锛岃繎鏃ヤ簯鍗楁柊澧炲苟缃戝厜浼忚鏈?0涓囧崈鐡︺€傛埅鑷崇洰鍓嶏紝浜戝崡浠婂勾鏂板骞剁綉鍏変紡瑁呮満481.5涓囧崈鐡︼紝鍏ㄧ渷鍏変紡瑁呮満杈?006.5涓囧崈鐡︼紝棣栨杩堜笂鍗冧竾鍗冪摝鍙伴樁銆?/span>7鏈?9鏃ワ紝TCL涓幆鍏ず鏈€鏂板崟鏅剁鐗囦环鏍笺€備笌鏈€杩戜竴娆¤皟浠凤紙7鏈?鏃ワ級鐩告瘮锛孭鍨?50寰背182纭呯墖浠锋牸姣忕墖娑?.1鍏冿紝鎶ヤ环2.95鍏?鐗囷紝娑ㄥ箙3.51%锛?50寰背210纭呯墖浠锋牸姣忕墖娑?.18鍏冿紝鎶ヤ环3.95鍏?鐗囷紝娑?.77%锛?50寰背218.2纭呯墖浠锋牸姣忕墖娑ㄤ环0.19鍏冿紝鎶ヤ环4.26鍏?鐗囷紝闄嶅箙4.67%銆?/span>8銆佹境澶у埄浜氭槅澹叞宸炶鍒掑ぇ鍔涙姇璧勯鑳姐€佸お闃宠兘绛夐」鐩?/span>鏃ュ墠锛屾境澶у埄浜氭斂搴滃叕甯冧簡鏄嗗＋鍏板窞瓒呯骇鐢电綉鍩虹璁炬柦钃濆浘銆傚埌2035骞达紝棰勮灏嗘柊澧炵害22GW鐨勫お闃宠兘鍜岄鑳借鏈哄閲忥紝杈冪洰鍓?6GW鐨勫寲鐭崇噧鏂欏拰鍙啀鐢熻兘婧愭贩鍚堣鏈哄閲忔湁鎵€澧炲姞銆?/span>9銆?GW鍏変紡椤圭洰灏嗚惤鍦伴┈鏉ヨタ浜?/span>鍏ㄧ悆棰嗗厛鐨勫熀纭€璁炬柦鎶曡祫绠＄悊鍏徃I Squared Capital瀹ｅ竷锛屽叾鎶曡祫缁勫悎鍏徃HEXA Renewables绛剧讲浜嗕竴浠借皡瑙ｅ蹇樺綍锛屽皢鍦ㄩ┈鏉ヨタ浜氬崐宀涘崡绔紑鍙戦珮杈?鍚夌摝鐨勬贩鍚堝お闃宠兘鍏変紡椤圭洰銆?/span>
