资源描述
1/44 S1100517100001 2023 3 15 28 A 6 100005 1000 11 200120 6 32 518000 177 B 17 610041 300GW 20GW 10-15GW 2022 103.27GW 2023 2023 65GW 55GW 10GW 2/44.6 1.1.6 1.2.6 1.3.7.9 2.1.9 2.2.10 2.3“”.12 2.4.14 2.5.15 2.6.15 2.7.17.17 3.1.17 3.2.21 3.3.25.28 4.1.28 4.2.31 4.3.32 4.4.34 4.5.36 4.6.38.40 WUBYyRrMpMnMrPnOnQtMnMbRdN6MsQpPmOpMiNqQmPkPnPpPaQoOuMwMmRoPxNrQmM 3/44 1.6 2.6 3.7 4.7 5.8 6.8 7.8 8.8 9.9 10.9 11.10 12%.10 13 2025.11 14 2022.14 15 GW.16 16 GW.16 17.16 18 2022.16 19.17 20.17 21.18 22.19 23.19 24 MW.19 25/KW.20 26 2021.20 27 2021.20 28 2021.20 4/44 29 2021.20 30.22 31.23 32 2022.26 33 2022.26 34 2022.26 35 2022.27 36 2022.27 37%.28 38.30 39.30 40%.30 41/.30 42.32 43.32 44%.32 45.33 46%.33 47.34 48%.35 49 2010-2020.36 50 2021.37 51.37 52%.37 53.39 54.39 1.10 2.11 5/44 3.11 4.12 5.13 6 1.5MW.15 7.18 8.21 9 2022Q3.21 10.23 11.24 12.24 13 2019 2022.25 14 2019 2022.25 15.28 16.29 17.29 18.30 19.31 20.34 21.35 22.38 23.38 24.39 25 A.40 26 A.41 6/44 1.1 3-5m/s 1 2 1.2 90%7/44 3 1.3 65%-70%15%-20%4 54.90%13.73%39.44%14.08%8/44 33%24%50%5 6 2021 2021 7 8+9/44 2.1 40 1 2 3 2006 4 2021 2006 2010 2015 2019 2020 2021 2020 6826.50 2021 1690 2022 36544 2008 2022 2200 2022 11 8%8.05%31 9 10 2022 0500010000150002000025000300003500040000200620072008200920102011201220132014201520162017201820192020202120220100020000200040006000800020152016201720182019202020212022 10/44 11 12%2.2 IRR IRR 9%IRR 1 300MW 31 54.10 2890 0.453/0.397/2600 20 70%15 8.36%3.29%-500 1,000 1,500 2,000 2,5002020 2021 20220%2%4%6%8%10%11/44 2022-50 78 2025 13 2025 2 LCOE XIRR 2026 2022 2024 3 12/44 2.3 2025 20%2030 25%12 2060 80%2035 23 35 97.05GW 2030 455GW,284GW,37GW,134GW 200GW,150GW 50GW;255GW,165GW 90GW 100%300GW 100GW 31 316.974GW 10 111.78GW 4 GW GW GW 51.15 32.62 83.77 4.55 12.45 17 21 21 2022-2026 24.8 32.03 56.83 10.66 42.28 52.94 1.15 3.964 5.114 3.734 20.529 24.263 12.53 18.16 30.69 9 64 73 20.26 32.1 52.36 10 10 20 16.23 4.62 20.85 13/44 10 22 32 23 23 5 15 20 8.72 8.72 3 5 8 2 16 18 20 20 40 8.07 30 38.07 2021-2025 2.5 1.35 3.85 2021-2025 10.8 31 41.8 0.11 1.9 2.01 5.31 9.09 14.4 1.8 2.7 4.5 10.26 36.91 47.17 4.1 3 7.1 18 13 31 3.88 14.3 18.18 11.08 27 38.08 15 23 38 316.974 574.723 891.697 5 2022 2022 603 103.27GW 555 85.36GW 48 17.91GW 14/44 2009 86%2018 43%2022 55.45%14 2022 2.4 20GW 40GW 2022 365.44GW 2021 20 15-20 15 1.26GW 20GW 40GW 020040060080010001200140016001800 15/44 6 1.5MW 2.5 10-15GW 2022 1 5 CWEA 2021 10GW 2021 802.7 2021 118 600 100 5000 1 50GW 10-15GW 2.6 2022 5 REPower EU 45%2030 480GW 5 2030 65GW 2021 2035 100%2030 30GW 2022 15GW 2035 2021 2030 10GW 2040 40GW 2030 12GW 2030 30GW 16/44 2030 10GW GWEC 2022 45.6GW 2026 52.4GW 2022 2.8GW 2026 15.9GW 15 GW 16 GW IRENA CWEC IRENA CWEC 2017 641MW 2022 2288MW 11930MW 2022 612MW 1153MW 26.75%50.39%17 18 2022 CWEA CWEA 01020304050602021 2022E 2023E 2024E 2025E 2026E 0246810121416182021 2022E 2023E 2024E 2025E 2026E 020004000600080001000012000140002017 2018 2019 2020 2021 2022 MW MW 0200400600800100012001400 17/44 2.7 2022 103.27GW 2023 2019 2022 603 103.27GW 555 85.36GW 48 17.91GW 3:7 2023 65GW 55GW 10GW 19 20 CWEA IRENA CWEC CWEA 3.1 02000400060008000100002020 2021 2022 2023E 2024E 2025E 0%2%4%6%8%10%12%14%16%18%18/44 21 ENERGY.GOV 60%100MW 25 4MW 0.3108/50 2MW 0.3451/10.97%9.28%IRENA 2010 2042/kw 0.102/kwh 2021 1325/kw 0.033/kwh 2010 4876/kw 0.188/kwh 2021 2858/kw 0.075/kwh 10 60%7 19/44 22 23 IRENA IRENA 2011 1.5MW 2.7MW 2021 3.1MW 5.6MW 2021 2.0-2.9MW 50.76%2021 3.0MW 73.10%2021 4.0-4.9MW 2021 6MW 58%2023 1 1500-1800/kW 2400/kW 24 MW CWEA 00.050.10.1505001000150020002500201020112012201320142015201620172018201920202021/kw/kwh 00.10.20.30100020003000400050006000201020112012201320142015201620172018201920202021/kw/kwh 01234562011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 20/44 25/kW 26 2021 27 2021 CWEA CWEA 28 2021 29 2021 CWEA CWEA 020004000600080002003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2.78%0.70%28.17%50.76%14.46%2.67%0.42%0.04%1MW 1.0-1.5MW 1.5-1.9MW2.0-2.9MW 3.0-3.9MW 4.0-4.9MW5-5.9MW 6.0MW 0.10%0.20%26.60%54.10%15.70%3.30%1.5MW 1.5-1.9MW 2.0-2.9MW3.0-3.9MW 4.0-4.9MW 5MW 7.70%33.40%20.90%30.10%6.20%1.60%4MW 4.0-4.9MW 5.0-5.9MW6.0-6.9MW 7.0-7.9MW 8.0MW 0.30%19.20%22.50%45.90%9.40%2.70%4MW 4.0-4.9MW 5.0-5.9MW6.0-6.9MW 7.0-7.9MW 8.0MW 21/44 10MW 10MW 8 9 2022Q3 3.2/90 22/44 1500r/min 5-25r/min 100:1 30/23/44 31 55%/10 10MW+24/44 11 5MW/GE GE 4MW 12 25/44 3.3 2019 GE 2019-2022 92.2%91.5%95.1%98.59%2019-2022 CR3 62.6%49.5%47.4%50.96%2021 2535.1 7.89%CR3 70%13 2019 2022 CWEA 2022 14 2019 2022 CWEA 2022 2022 9245 2022 23.32%2022 995.7 2022 26/44 32.64%672.8 437.5 2022 32 2022 CWEA 2022 33 2022 34 2022 CWEA 2022 CWEA 2022 2022 2022 603 103.27GW 555 85.36GW 48 17.91GW 18.60GW 14.47GW 14.31GW 6.53GW 3.65GW 3.17GW 010002000300040005000600070008000900010000010002000300040005000600070008000900010000 VestasSG 020040060080010001200SGGE 27/44 35 2022 36 2022 2023 2023 1 1GW 10 2900/kW 2335/kW 2400/kW 2023 1 2 6MW 1400-1800/kW 2022 1400-1700/kW 2022 H1 2023 05000100001500020000 MW 0100200300400500600700 28/44 37%iFinD 4.1-15 10%15%20%25%30%2019 2020 2021 2022H1 3MW 6MW 29/44 2.78%140m 165m 185m 16 17 2022 H1 90/100/50/9 4 83/10-16 1000 10 2 3.5 1 10 2 30/44 18 2017-2020 2021 2020 2022 H1 2021 2020 38 39 40%41/iFinD iFinD 010203040506070 2017 2018 2019 2020 20210102030405060 2017 2018 2019 2020 2021 2022H10%5%10%15%20%25%30%2017 2018 2019 2020 2021 2022H1 010002000300040005000600070002020/6/16 2021/6/16 31/44 4.2 20 MW 20-25 15-18 5-7 10%-20-40 V 10J 19 15 48 130 18 2022 23.2 2021 20%32/44 42 43 44%iFinD iFinD 4.3,1.5MW 10 3MW 25 01020304050607080 01020304050602017 2018 2019 2020 2021 2022H1 0%5%10%15%20%25%30%35%2017 2018 2019 2020 2021 33/44 5-20 4-6MW 30 6-8MW 250-270 1.5MW 8MW 45 46%iFinD iFinD 051015202017 2018 2019 2020 2021 2022H1 0%10%20%30%40%50%2017 2018 2019 2020 2021 2022H1 34/44 4.4,1 3 3 2 9 47 20 2021 10 20%60%35/44 70%(SKF Schaeffler NSK NTN NMB NACHI JTEKT TIMKEN)20%70%2021 3MW 2021 8MW 30%21 48%iFinD 0%5%10%15%20%25%30%35%05101520252017 2018 2019 2020 2021 2022H1 36/44 4.5 CWEA 2010 78 2020 136 49 2010-2020 CWEA 30%-35%20%-30%122m 15%-20%10%SGL 22/12/2022 7 19 607080901001101201301402010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 m 37/44 50 2021 2021 TMT110A SR220 D225 90 2022 90 12GW 51 52%iFinD iFinD 01234567 0204060801002017 2018 2019 2020 2021 2022H1 0%5%10%15%20%25%30%2017 2018 2019 2020 2021 2022H1 38/44 4.6 220kV 18-35 kW 220kV 500kV 3-4 60km 50-100 kW 200kV-320kV 100 kW 320kV-800kV 500kV 535kV 22 23 39/44 80%60m()2022 50 2030 1500 53 54 24 05001000150020002019 2022 2025 2030 40/44 25 A iFinD 41/44 26 A iFinD 2023 3 15 42/44 43/44 1988 7,;,44/44 6 30%15%-30%-15%-15%-15%6 30%15%-30%-15%-15%-15%QQ BBS 000000029399 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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