资源描述
1 WUAZzQtOsRqRqOsRsPqPpO6McM9PmOmMsQsOeRpPnMlOrRmPbRmMyQwMoNpRNZoNxO2 3 4 23 23 1-5 1-2 319 5 416 6 654 57.21%Q3 7 8 9 582 150.86%10 444 22 24.37%2023 22 8 22 2023 8 23 22 5 08-09 14-15 20 08-09 14-15 Wind 6 Wind 7 24-25 23 5350 24 5,400-5,500 25 5,700-5,800 2025 10.2 17-25 GAGR 6.18%24-25 24-25 8 2023.1.6 2023.3.31 2023.4.6 2023 2023.5.19 2023.7 7 2023.7.11 2023.8.8()()2023.9.27 2023.11.10 10+9 2023 4 1 5 3 1 3 2 24-25 23 7 1 2 V2G 3 4/5 6 7 24-25 V2G 10 11 2023 4 2023 2023 326.27-4-2024(kV)(kW)-800 800-800 800-800 800-800 800-2 800 800 2024-800 800 2024-800 800 2024-800 800 2024-2 660 800 2024-1000-1000-1000 5 1000-1000-1000-1000-1000 12 24 14 3800 2800 35.7%3 800 kW/2024/2025-5 2024 2024 5 14 2021 1 200 30%24 2021 3 2022 4 50 30%2023 2024E 2025E 4 5 4 240 300 240 74.4 93 74.4 45.6 57 45.6 31.2 39 31.2 26.4 33 26.4GIS 16.8 21 16.8 12 15 12 9.6 12 9.6 2.4 3 2.4 21.6 27 21.6 2024 5 2023 2024E 2025E 2 5 10 30.3 75.75 151.5GIS 17.4 43.5 87 6.3 15.75 31.5 4.5 11.25 22.5 0.6 1.5 3 0.6 1.5 3 0.6 1.5 3 0.3 0.75 1.513 2023 6 326.27 75%2023 326.27 2020-2023 75%14 2020-2023 20%2023 124.43 38.14%2023 CR3 79.48%2020-2023 2020-2023 2020-2023 2023 124.43 15 2020-2023 2020/2022 46.14%/53.53%2023 71.14 21.80%2023CR3 79.62%2020-2023 2023 21.80%2023 CR3 79.62%2023 71.14 16 2023 49.68 15.23%2020-2023 2020 2022 2023 ABB 24.92%/24.68%/19.52%/19.30%/11.59%2023 15.23%2023 2023 49.68 17 2020-2023 7%2023 23.57 7.23%2023 CR3 60%20%7 2020-2023 2023 7.23%2023 23.57 18 2023 32.27 9.89%2023 CR3 61.33%20%8 2020-2023 2023 39.38%2023 9.89%2023 32.27 19 2023 9.42 2.89%2023 CR3 88.60%2020-2023 ABB 2023 2.89%2023 CR3 88.60%2023 9.42 20 2023 5.03 1.54%2023 CR3 67.59%2020-2023 2020-2023 2023 5.03 21 2023 6.99 2.14%2023 2.14%2023 6.99 22 23 71313.0%2018-2023 2023 CR3 16%2023/2018-2023 23 2022 6.32 2021 2021 CR5 14%2022 6.32 24 2021 CR5 21%2022 5.82 25 2021 CR5 48%2022 1.52 26 2021 CR5 22%2022 1.1 27 28 ERCOT 230kV 7 345kV 2100 1500-1700 3700-4000 60%37%3%ABB 5 US-Canada Power System Outage Task Force 2004 60%37%3%Eurelectric29 2022 6%IEA PTR 3500 33%502030 40-55%40 IEA IEA30 BACI 2021 1200 2021 200 16.6%144 2010 13.6%2021 16.6%BACI31 2020 12 69kV 25%2023 1-5 9.2%JSTUSA Shelter 2023 1-6 10.48 157.49%2023 10 30 EagleriseE&E(USA),Inc.8600 2023 4.02 2023 2023 1-5 9.2%32 2023 10 18 35 58 58 GRIP 35 2023 44 35 400 GRIP 25 30 50 GRIP GRID DEPLOYMENT OFFICE GRIP BIL 1 25 9.18/2 30 10.8 3 50 18.2 105 38.333 ABB SE Mordor Intelligence 34 2030 40-55%40 Eurelectric and E.DSO 2030 3750-4250 2022 40002030 1000 3170 2030 40-55%40 2030 3750-4250 Eurelectric35 5840 2022/11/28 5840 2023 PCI 85 EUROPEAN COMMISSION 5840 EUROPEAN COMMISSION36 ABB PLC SE ABB Mordor Intelligence Mordor Intelligence37 38 CNESA 2022 237.2GW 15%45.7GW 80%2021 3.5 2023 Q3 75.2GW 2.6GW 852MW 83%50%118%50GWh 250%+CNESA 2022 86%2021 6 2022 45.7GW 80%CNESA 2022 3.5 CNESA39 2022 4.8GW Wood Mackenzie 2022 4,798MW/12,181MWh 34.2%2021 2022 2023 Q3 7732MWh ISO Wood Mackenzie 2023Q3 80%2023-2027 63GW 2023Q2 5%2022 4.8GW 34.2%Wood Mackenzie 2023 Q3 Wood Mackenzie 40 Fluence Powin Fluence 29 35%-40%Powin 8 20GWh,Fluence 2023 Fluence 2023 Fluence 480 85%25%Fluence Wood Mackenzie Fluence 2023 iFinD 41 EASE 2022 4.5GW 2023 6GW 2030 73GW BNEF 2022 4.19GW 2030 27GW 2023 6GW 2030 73GW EASE BNEF 2030 27GW42 EESA 2023H1 5.1GWh Q2 2022(5.2GWh)6.4GWh 8 2023 9.57GWh 4.47GWh 2023 2023 2023 2022 ISEA&RWTH Aachen University 23 1-10 8.6GWh+104.8%ANIE 2023Q2 676MW+408%23 EESA 23 1-10 8.6GWh ISEA 2023Q2 676MW+408%ANIE 43 CNESA 2023 Q1-3 12.3GW/25.5GWh 925%/920%102.8GW/240.8GWh 10%/2h 15-30%4-5h CNESA 30%2h 10%2h 10%2h 20%2h 10%2h 10%1h 10%2h 20%2h 15%2h 20%2h 20%4h 15%44 2023 4.2GWh 163 0.5C 2.5GWh 0.644/Wh 0.7/Wh 1.1/Wh 0.5/Wh EESA 45 2024 2030 650GW 110GW 40%-50%2024 10GWh100%+2024Q1 2030 650GW 110GW BNEF 2024 10GWh 100%+BNEF 46 47 801738.SI 2020 PE 31.44X 20-22 Wind 23 24 PE 20.54X 18.4X 931746.CSI PE 20 58.8X 22 22.55XWind 23 24 PE 13.54X 11.1X Wind Wind Wind 48 24 24 24 21-23 24 Wind Wind Wind 49 24 24 24 24 IRA ITC 24 11 0.80/Wh 5%47%24 EESA 2023H1 5.1GWh 2022 6.4GWh 8 23 24 50 23 23 24 51 601126.SH 14.16 0.65 0.80 0.96 21.70 17.77 14.75688676.SH 35.83 0.66 1.18 1.75 54.07 30.30 20.48000400.SZ 21.96 0.74 0.89 1.18 29.48 24.64 18.59600312.SH 12.69 0.16 0.52 0.74 81.22 24.60 17.08300274.SZ 87.59 2.42 6.54 6.87 36.20 13.38 12.74688663.SH 28.04 0.92 1.46 2.01 30.42 19.14 13.97600406.SH 22.32 0.80 0.93 1.08 27.82 24.04 20.7552 53 54
展开阅读全文