GlobalData表示,到2031年全球可再生能源装机容量将超过8.4太瓦,其中光伏装机容量接近6太瓦。相较于2025年4.1太瓦的水平,这意味着约13%的复合年增长率。
《可再生能源:战略情报》报告指出,由于成本下降和能源转型政策支持,太阳能已成为全球可再生能源增长的主要驱动力。2025年光伏发电量达到2800太瓦时,超过风电的2770太瓦时。
从装机容量来看,2025年太阳能占全球可再生能源装机的约56.1%,累计装机超过2.5太瓦。风电占总容量的33.5%,生物能源约占5.3%。
亚太地区在全球部署中处于领先地位。2025年该地区风电装机容量达到699.5吉瓦,太阳能装机达到1550吉瓦。中国当年太阳能发电量约为1150太瓦时,占全球光伏发电量约41%。
美国和印度紧随中国之后,分别发电486太瓦时和189太瓦时。
GlobalData还指出,全球能源转型在不同地区的发展并不均衡。随着美国总统唐纳德·特朗普政府政策变化,美国对可再生能源的支持可能有所减弱,而其他地区的部署仍在加速推进。
报告还强调人工智能在电力行业中的作用日益增强。人工智能被用于提高可再生能源发电预测、优化储能调度以及协调智能电网运行。同时,人工智能数据中心的快速增长也正在创造新的大规模电力需求。
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