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百万亿绿色投资风起云涌 能源革新上海电气从不缺席

实(shi)现“碳(tan)(tan)达峰(feng)、碳(tan)(tan)中(zhong)和(he)(he)”是经济(ji)社会一场广泛而深(shen)刻的(de)(de)系(xi)统性(xing)变革。“3060”目标意味着一个(ge)以(yi)化石能(neng)源为主的(de)(de)发(fa)展(zhan)时(shi)代(dai)(dai)结束,一个(ge)全新的(de)(de)低碳(tan)(tan)绿(lv)色发(fa)展(zhan)时(shi)代(dai)(dai)开始(shi)。“五大(da)电(dian)(dian)力”、“两网”、“三桶油”纷(fen)纷(fen)规划了自(zi)身实(shi)现碳(tan)(tan)中(zhong)和(he)(he)的(de)(de)时(shi)间表和(he)(he)路线图,加(jia)速(su)向(xiang)绿(lv)色清洁(jie)能(neng)源频道切换(huan)。据(ju)预测(ce)实(shi)现“3060”目标,绿(lv)色投(tou)资规模可达百万亿元(yuan)级。作为中(zhong)国(guo)能(neng)源装备(bei)领域的(de)(de)中(zhong)流砥柱,上海(hai)电(dian)(dian)气一次(ci)次(ci)站在(zai)能(neng)源革新的(de)(de)潮(chao)头(tou),从不缺席。

可再生能源是双碳能源供给侧主力军,上海电气风电、光伏名列前茅

在能(neng)(neng)(neng)源(yuan)供给侧,可(ke)再生能(neng)(neng)(neng)源(yuan)为(wei)(wei)代表(biao)的(de)非化石能(neng)(neng)(neng)源(yuan)将(jiang)成为(wei)(wei)“碳达(da)峰、碳中(zhong)和(he)”的(de)主力军。光(guang)大证券(quan)研报认为(wei)(wei),可(ke)再生能(neng)(neng)(neng)源(yuan)将(jiang)以光(guang)伏(fu)和(he)风(feng)电(dian)为(wei)(wei)主,辅以水生、生物质发(fa)电(dian),并(bing)预计至2030年(nian)风(feng)电(dian)和(he)光(guang)伏(fu)新增(zeng)(zeng)装机(ji)(ji)量分别为(wei)(wei)1.53亿千(qian)瓦、1.88亿千(qian)瓦,2060年(nian)风(feng)电(dian)和(he)光(guang)伏(fu)新增(zeng)(zeng)装机(ji)(ji)量进一步达(da)到2.29亿千(qian)瓦、2.7亿千(qian)瓦。可(ke)再生能(neng)(neng)(neng)源(yuan)发(fa)电(dian)领域(yu)将(jiang)增(zeng)(zeng)加约84万元亿人民(min)币的(de)新增(zeng)(zeng)投(tou)资,光(guang)伏(fu)、风(feng)电(dian)装机(ji)(ji)建设投(tou)资规模约60万亿元。

上海电(dian)(dian)气迪拜950MW光(guang)热+光(guang)伏太(tai)阳能电(dian)(dian)站项目

在光伏设备和风(feng)(feng)电(dian)设备领域(yu),头部(bu)上(shang)市公司初(chu)步形成。据不完全(quan)统计(ji),上(shang)海电(dian)气光伏装机(ji)总量接近5GW。风(feng)(feng)电(dian)装机(ji)排名中,上(shang)海电(dian)气在海上(shang)风(feng)(feng)电(dian)领域(yu)已连续多年(nian)保持全(quan)国第(di)一(yi),2020年(nian)海风(feng)(feng)新增装机(ji)全(quan)球(qiu)第(di)二(er)、海陆总新增装机(ji)全(quan)球(qiu)第(di)七(qi)。

先进核能在双碳能源供给侧不可替代,上海电气不可或缺

在碳中和背(bei)景下,核(he)电(dian)作(zuo)为稳定(ding)高效(xiao)的清洁能源(yuan),对于减排具有(you)(you)不可(ke)替代的作(zuo)用(yong),有(you)(you)望大规模(mo)替代传统化石能源(yuan)的基(ji)荷电(dian)源(yuan)。今年,政府工作(zuo)报告提出“在确保安全的前提下积(ji)极有(you)(you)序(xu)发展核(he)电(dian)”,为十年来首次,在“十四(si)五”期间核(he)电(dian)投资额有(you)(you)望达7000亿(yi)元(yuan),远期投资总额或(huo)达2万亿(yi)元(yuan)。

上海(hai)电(dian)(dian)气是国内最(zui)大的核(he)电(dian)(dian)设(she)备(bei)生(sheng)产企业,以完整的核(he)电(dian)(dian)设(she)备(bei)制造产业链,全面覆盖(gai)国内已有的核(he)电(dian)(dian)技术路线,在国内综合市场占有率持续(xu)居(ju)于(yu)领先地位。从上海(hai)电(dian)(dian)气的半年报数据可以看(kan)到,核(he)电(dian)(dian)设(she)备(bei)新增(zeng)订单显著增(zeng)长52.4%。上海(hai)电(dian)(dian)气凭借不可替代(dai)的技术壁垒,产业规模有望大幅提高(gao)。

上海电气核电蒸发器

绿氢扮演着能源供给侧重要作用,上海电气对标国际打照新生态

上海电(dian)气大连(lian)物化(hua)所电(dian)解水制(zhi)氢(qing)开发(fa)签约(yue)

氢(qing)(qing)能(neng)(neng)和电能(neng)(neng)同为重要(yao)的(de)二次能(neng)(neng)源(yuan),在能(neng)(neng)源(yuan)供给侧扮演着重要(yao)角色(se),“风+光+储+海(hai)淡+电解水制氢(qing)(qing)+空分制氮+合(he)成(cheng)氨”应用场景是在新(xin)能(neng)(neng)源(yuan)领域未来发展的(de)趋势。上海(hai)电气对标国际一流企(qi)业(ye)提出了”打造(zao)源(yuan)-网-荷-储-氢(qing)(qing)一体化能(neng)(neng)源(yuan)新(xin)生态,成(cheng)为绿色(se)综(zong)合(he)智慧能(neng)(neng)源(yuan)的(de)领跑者(zhe)“的(de)目(mu)标。上海(hai)电气正按(an)照氢(qing)(qing)能(neng)(neng)技术行动(dong)(dong)路线,以氢(qing)(qing)能(neng)(neng)全(quan)产(chan)业(ye)链先进技术为依托,推(tui)动(dong)(dong)布局了一批(pi)具有(you)引领作用的(de)绿氢(qing)(qing)综(zong)合(he)能(neng)(neng)源(yuan)产(chan)业(ye)示(shi)范项目(mu)。

储能是双碳能源电网稳定核心 上海电气占据储能技术制高点

能(neng)(neng)源(yuan)(yuan)(yuan)供给侧风电(dian)、光伏随双(shuang)碳(tan)目标快速增长,而(er)风光发电(dian)出力的随机性、波动(dong)性明显;能(neng)(neng)源(yuan)(yuan)(yuan)用户侧随着新能(neng)(neng)源(yuan)(yuan)(yuan)汽车在内的需求呈爆发式增长,对(dui)区域电(dian)网带来巨大(da)(da)影响。源(yuan)(yuan)(yuan)—网—荷—储协同使互动(dong)有助于解决新能(neng)(neng)源(yuan)(yuan)(yuan)消纳、电(dian)网调峰等问题,对(dui)实现清洁(jie)、低碳(tan)、安全(quan)、高效等能(neng)(neng)源(yuan)(yuan)(yuan)发展目标具有重要的支撑作(zuo)用,储能(neng)(neng)成为可(ke)再(zai)生(sheng)源(yuan)(yuan)(yuan)中不(bu)可(ke)能(neng)(neng)或缺的一(yi)环。光大(da)(da)证券测算2030 年累计储能(neng)(neng)投资(zi)6万亿(yi)元,至(zhi)2060年累计将(jiang)达到122万亿(yi)元。

上(shang)海电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)气(qi)占(zhan)据储(chu)(chu)(chu)能(neng)(neng)技(ji)术(shu)制高点,掌握(wo)储(chu)(chu)(chu)能(neng)(neng)领(ling)(ling)域核(he)心技(ji)术(shu),布局锂(li)电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)、液(ye)流电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)、氢(qing)燃料(liao)(liao)电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)和退役(yi)电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)系统(tong)四(si)(si)个领(ling)(ling)域,输配(pei)电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)领(ling)(ling)域实现了在储(chu)(chu)(chu)能(neng)(neng)领(ling)(ling)域全(quan)场景应用。近年(nian)来,上(shang)海电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)气(qi)加(jia)快了在储(chu)(chu)(chu)能(neng)(neng)领(ling)(ling)域的(de)步(bu)(bu)伐(fa),建成(cheng)并(bing)投产(chan)5GW锂(li)电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)生产(chan)线(xian);收购(gou)赢(ying)合(he)科技(ji),进(jin)一(yi)步(bu)(bu)深入锂(li)电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)产(chan)业链;推出兆(zhao)瓦(wa)级(ji)全(quan)钒(fan)液(ye)流电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi);聚焦氢(qing)燃料(liao)(liao)电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)堆和膜电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)极(ji)技(ji)术(shu)和产(chan)品(pin),已完(wan)成(cheng)第一(yi)代(dai)金属板电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)堆开(kai)发,功率(lv)覆盖(gai)30kW-120kW;在国内退役(yi)电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)储(chu)(chu)(chu)能(neng)(neng)领(ling)(ling)域名列前(qian)茅,已完(wan)成(cheng)了10余个示范项目。上(shang)海电(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)气(qi)位列《储(chu)(chu)(chu)能(neng)(neng)产(chan)业研究白皮书2021》榜(bang)单储(chu)(chu)(chu)能(neng)(neng)装机规模(mo)全(quan)国排名第五、储(chu)(chu)(chu)能(neng)(neng)系统(tong)集成(cheng)全(quan)国排名第四(si)(si)。

上海电气西藏朗明桑珠(zhu)孜区50MW / 100MWh光储(chu)综合示(shi)范储(chu)能项目

智慧系统保障双碳能源用户侧高效绿色 上海电气智慧生态完整

能(neng)源需求(qiu)侧脱碳,需要实现电能(neng)替代主要是提(ti)升工业、建筑(zhu)、交通三大领域(yu)终端用能(neng)的电气化水(shui)平专家建议将我国整体电气化水(shui)平从2020年的27%提(ti)升至2060年的70%以上。

上(shang)海电(dian)(dian)(dian)(dian)(dian)(dian)气(qi)在电(dian)(dian)(dian)(dian)(dian)(dian)网(wang)及工(gong)业(ye)智(zhi)能(neng)供电(dian)(dian)(dian)(dian)(dian)(dian)系统(tong)解决(jue)方案领(ling)域(yu),聚焦(jiao)电(dian)(dian)(dian)(dian)(dian)(dian)网(wang)、工(gong)业(ye)、工(gong)程三个市场,已形成(cheng)集成(cheng)化、智(zhi)能(neng)化综合解决(jue)方案平台(tai)的能(neng)力(li),向产业(ye)链两端(duan)延伸(shen)。覆盖变压(ya)器(qi)(qi)、电(dian)(dian)(dian)(dian)(dian)(dian)缆、开(kai)关柜、元器(qi)(qi)件、电(dian)(dian)(dian)(dian)(dian)(dian)力(li)电(dian)(dian)(dian)(dian)(dian)(dian)子、电(dian)(dian)(dian)(dian)(dian)(dian)力(li)二次设(she)备(bei)等(deng)多个产品(pin)系列,广(guang)泛应用(yong)于电(dian)(dian)(dian)(dian)(dian)(dian)力(li)、水利、轨(gui)交(jiao)、邮电(dian)(dian)(dian)(dian)(dian)(dian)、通(tong)讯、轻纺、石化、冶矿、建筑等(deng)不同行业(ye),为智(zhi)慧社区、智(zhi)慧园区、智(zhi)慧城市提供系统(tong)解决(jue)方案。上(shang)海电(dian)(dian)(dian)(dian)(dian)(dian)气(qi)的“星云智(zhi)汇“工(gong)业(ye)互联网(wang)平台(tai)目前已接入电(dian)(dian)(dian)(dian)(dian)(dian)梯、风机、电(dian)(dian)(dian)(dian)(dian)(dian)厂等(deng)近10万台(tai)主设(she)备(bei)。

上(shang)海电气盐城(cheng)能源大数据项(xiang)目

实现“碳达峰、碳中(zhong)和(he)“是(shi)一场新技(ji)术(shu)、新市场竞争性的(de)激烈赛跑(pao)。下一代(dai)能(neng)(neng)源系(xi)统(tong)以(yi)非化石能(neng)(neng)源、可再生(sheng)能(neng)(neng)源为(wei)主,利用(yong)资源的(de)能(neng)(neng)力和(he)技(ji)术(shu)将成为(wei)核心(xin)竞争力。上海电气百年来(lai)创(chuang)造了(le)中(zhong)国(guo)与世(shi)界众多第(di)一,实现了(le)技(ji)术(shu)储(chu)备(bei)的(de)提(ti)升和(he)产品迭(die)代(dai)的(de)升级。双碳目(mu)标吹响(xiang)了(le)能(neng)(neng)源革(ge)命的(de)号角,新能(neng)(neng)源产业(ye)链蕴含着重大机(ji)遇,这(zhei)场革(ge)命势必(bi)要求企业(ye)走创(chuang)新驱(qu)动、高质量(liang)发(fa)展(zhan)之路,然而,勇(yong)者相逢智者胜,谁能(neng)(neng)赢(ying)得这(zhei)场赛跑(pao),我(wo)们拭(shi)目(mu)以(yi)待。

编辑:newshoo