Thaum Lub Yim Hli 25, 2022, Tuam Tshoj Hluav Taws Xob Hluav Taws Xob Siv Hluav Taws Xob Hluav Taws Xob tau tshaj tawm "Tuam Tshoj Hluav Taws Xob

Fais Fab Kev Lag Luam Kev Lag Luam Txhua Xyoo Kev Txhim Kho Daim Ntawv Qhia 2022 "(tom qab no hu ua "Tshaj Tawm").Daim ntawv qhia

summarizes kuv lub teb chaws lub hwj chim peev thiab qhov project ua hauj lwm, thiab ua ib tug outlook rau yav tom ntej txoj kev loj hlob ntawm

kev lag luam fais fab.Kev tsim kho hluav taws xob hauv tsev hluav taws xob engineering.Thaum kawg ntawm 2021, lub voj ntev ntawm kev sib kis

kab ntawm 220 kV thiab saum toj no nyob rau hauv lub teb chaws daim phiaj hluav taws xob yuav yog 843,390 kilometers, ib xyoo-rau-xyoo nce ntawm 3.8%.Cov

muaj peev xwm ntawm pej xeem substation cov cuab yeej thiab DC converter muaj peev xwm ntawm 220kV thiab saum toj no cov kab sib txuas hauv lub teb chaws

Daim phiaj hluav taws xob yog 4,467.6 lab kVA thiab 471.62 lab kilowatts, feem, nce 4.9% thiab 5.8% xyoo-rau-xyoo.

Thoob ntiaj teb ib puag ncig thiab kev lag luam.Hauv 2021, kev nqis peev thoob ntiaj teb hauv kev tsim hluav taws xob yuav tag nrho 925.5 billion US

las, ib xyoos ib zaug nce ntawm 6.7%.Ntawm lawv, kev nqis peev hauv hluav taws xob engineering yog 608.1 billion US dollars,

ib xyoos ib zaug nce ntawm 6.7%;kev nqis peev hauv hluav taws xob hluav taws xob engineering yog 308.1 billion US dollars, ib xyoos ib zaug

nce 5.7%.Tuam Tshoj cov tuam txhab hluav taws xob loj tau nqis peev US $ 6.96 nphom hauv kev nqis peev ncaj qha txawv teb chaws, ib xyoos -

nyob rau lub xyoo txo ​​ntawm 11.3%;tag nrho ntawm 30 qhov kev nqis peev ncaj qha txawv teb chaws, feem ntau suav nrog cua zog, hnub ci zog,

hydropower, thermal zog, hluav taws xob xa mus thiab kev hloov pauv thiab lub zog cia, thiab lwm yam, ncaj qha tsim 51,000

yuan rau qhov project qhov chaw.hauj lwm.

Tsis tas li ntawd, "Tshaj Tawm" txheeb xyuas cov kev hloov pauv thiab kev loj hlob ntawm cov tuam txhab hluav taws xob hauv xyoo 2021 los ntawm kev tshawb fawb fais fab.

thiab cov tuam txhab tsim, cov tuam txhab tsim kho, thiab cov tuam txhab saib xyuas.

Qhov xwm txheej ntawm cov hluav taws xob hluav taws xob tshawb fawb thiab tsim kev lag luam.Hauv 2021, cov nyiaj tau los ua haujlwm yuav yog 271.9 billion yuan,

ib xyoo-rau-xyoo nce ntawm 27.5%, uas qhia txog kev loj hlob tsis tu ncua hauv tsib xyoos dhau los.Net profit margin yog 3.8%,

ib xyoo-rau-xyoo nce ntawm 0.08 feem pua ​​​​cov ntsiab lus, uas qhia txog kev poob qis tsis tu ncua hauv tsib xyoos dhau los.Cov nuj nqis

Piv txwv li yog 69.3%, ib xyoos ib zaug nce ntawm 0.70 feem pua ​​​​ntawm cov ntsiab lus, qhia txog kev hloov pauv thiab nce me ntsis hauv

tsib xyoos dhau los.Tus nqi ntawm cov ntawv cog lus tshiab tau kos npe yog 492 billion yuan, ib xyoos ib zaug nce ntawm 17.2%, uas qhia txog kev lag luam.

kev loj hlob tsis tu ncua nyob rau hauv tsib xyoos dhau los.Cov nyiaj tau los ntawm ib tus neeg ua haujlwm yog 3.44 lab yuan, ib xyoos ib zaug

nce ntawm 15.0%, uas qhia txog kev loj hlob tsis tu ncua hauv tsib xyoos dhau los.Cov nyiaj tau los ntawm ib tus neeg yog 131,000 yuan,

ib xyoo-rau-xyoo nce ntawm 17.4%, qhia txog kev poob qis hauv tsib xyoos dhau los.

Qhov xwm txheej ntawm thermal fais fab kev lag luam.Hauv xyoo 2021, cov nyiaj tau los ua haujlwm yuav yog 216.9 billion yuan, ib xyoos.

nyob rau hauv lub xyoo nce ntawm 14.0%, uas qhia txog kev loj hlob tsis tu ncua nyob rau hauv tsib lub xyoos dhau los.Net profit margin yog 0.4%, a

xyoo-rau-xyoo poob ntawm 0.48 feem pua ​​​​ntawm cov ntsiab lus, qhia txog kev hloov pauv qis hauv tsib xyoos dhau los.Cov nuj nqis

Piv txwv li yog 88.0%, ib xyoos ib zaug nce ntawm 1.58 feem pua ​​​​cov ntsiab lus, uas qhia tau hais tias muaj kev ruaj khov thiab nce me ntsis yav dhau los

tsib xyoos.Tus nqi ntawm cov ntawv cog lus tshiab tau kos npe yog 336.6 billion yuan, ib xyoos ib zaug nce ntawm 1.5%.Qhov per capita

Kev khiav hauj lwm cov nyiaj tau los yog 2.202 lab yuan, ib xyoos ib zaug nce ntawm 12.7%, uas qhia txog kev poob qis hauv tsib xyoos dhau los.

Cov nyiaj tau los ntawm ib tus neeg yog 8,000 yuan, ib xyoos ib zaug poob ntawm 25.8%, uas qhia txog kev hloov pauv kab rov tav hauv lub xyoo.

tsib xyoos dhau los.

Qhov xwm txheej ntawm hydropower tsim kev lag luam.Hauv 2021, cov nyiaj tau los ua haujlwm yuav yog 350.8 billion yuan, ib xyoos ib zaug.

xyoo nce ntawm 6.9%, uas qhia txog kev loj hlob tsis tu ncua hauv tsib xyoos dhau los.Net profit margin yog 3.1%, ib xyoos-rau-

xyoo nce ntawm 0.78 feem pua ​​​​cov ntsiab lus, qhia txog kab rov tav hloov pauv hauv tsib xyoos dhau los.Cov nuj nqis piv yog 74.4%,

ib xyoo-rau-xyoo txo ​​ntawm 0.35 feem pua ​​​​cov ntsiab lus, qhia qhov kev poob qis tsis tu ncua hauv tsib xyoos dhau los.Tus nqi

ntawm cov ntawv cog lus tshiab tau kos npe yog 709.8 billion yuan, ib xyoos ib zaug nce ntawm 7.8%, uas qhia txog kev nce zuj zus ntxiv hauv lub xyoo.

tsib xyoos dhau los.Cov nyiaj tau los ntawm kev ua haujlwm ntawm ib tus neeg yog 2.77 lab yuan, ib xyoos ib zaug nce ntawm 7.9%, uas qhia txog kev txuas ntxiv.

kev loj hlob.Cov nyiaj tau los ntawm ib tus neeg yog 70,000 yuan, ib xyoos ib zaug nce ntawm 52.2%, qhia txog kev hloov pauv hloov pauv.

hauv tsib xyoos dhau los.

Qhov xwm txheej ntawm lub zog xa hluav taws xob thiab kev hloov pauv kev tsim kho kev lag luam.Hauv 2021, cov nyiaj tau los ua haujlwm yuav yog 64.1

billion yuan, ib xyoos ib zaug nce ntawm 9.1%, qhia txog kev loj hlob tsis tu ncua hauv tsib xyoos dhau los.Net profit margin

yog 1.9%, ib xyoo-rau-xyoo txo ​​ntawm 1.30 feem pua ​​​​cov ntsiab lus, qhia txog kev hloov pauv ntawm kev loj hlob thiab kev poob qis hauv tsib xyoos dhau los

xyoo.Cov nuj nqis piv yog 57.6%, ib xyoos ib zaug nce ntawm 1.80 feem pua ​​​​cov ntsiab lus, qhia txog kev poob qis hauv tsib lub xyoos dhau los

xyoo.Tus nqi ntawm cov ntawv cog lus tshiab tau kos npe yog 66.4 billion yuan, ib xyoos ib zaug nce ntawm 36.2%, qhia txog kev loj hlob hloov pauv.

trend nyob rau hauv tsib lub xyoos dhau los.Cov nyiaj tau los ntawm ib tus neeg ua haujlwm yog 1.794 lab yuan, ib xyoos ib zaug nce ntawm 13.8%, qhia.

kev loj hlob tsis tu ncua nyob rau hauv tsib lub xyoos dhau los.Cov nyiaj tau los ntawm ib tus neeg yog 34,000 yuan, ib xyoos ib zaug nce ntawm 21.0%,

qhia txog kev hloov pauv ntawm kev loj hlob thiab kev poob qis hauv tsib xyoos dhau los.

Qhov xwm txheej ntawm hluav taws xob saib xyuas kev lag luam.Hauv 2021, cov nyiaj tau los ua haujlwm yuav yog 22.7 billion yuan, ib xyoos ib zaug

ntawm 25.2%, qhia txog kev loj hlob thiab kev poob qis hauv tsib xyoos dhau los.Cov nyiaj tau los ntawm cov nyiaj tau los yog 6.1%, ib xyoos ib zaug nce

ntawm 0.02 feem pua ​​​​ntawm cov ntsiab lus, qhia txog kev poob qis hauv tsib xyoos dhau los thiab qhov sib txawv hauv xyoo dhau los.Cov nuj nqis piv tau

46.1%, ib xyoos ib zaug nce ntawm 13.74 feem pua ​​​​ntawm cov ntsiab lus, uas qhia txog kev nce siab thiab qis qis hauv tsib xyoos dhau los.Tus nqi

ntawm cov ntawv cog lus tshiab tau kos npe yog 39.5 billion yuan, ib xyoos ib zaug nce ntawm 6.2%, uas qhia txog kev hloov pauv hloov pauv hauv tsib xyoos dhau los.

xyoo.Cov nyiaj tau los ntawm ib tus neeg ua haujlwm yog 490,000 yuan, ib xyoos ib zaug txo qis ntawm 22.7%, uas qhia txog kev loj hlob thiab kev poob qis.

hauv tsib xyoos dhau los.Cov nyiaj tau los ntawm ib tus neeg yog 32,000 yuan, ib xyoos ib zaug txo qis ntawm 18.0%, uas qhia tau tias muaj kev poob qis.

trend nyob rau hauv tsib lub xyoos dhau los.

Qhov xwm txheej ntawm hluav taws xob commissioning tuam txhab.Hauv 2021, cov nyiaj tau los ua haujlwm yuav yog 55.1 billion yuan, ib xyoos ib zaug.

nce ntawm 35.7%, qhia txog kev loj hlob tsis tu ncua hauv tsib xyoos dhau los.Cov nyiaj tau los ntawm cov nyiaj tau los yog 1.5%, ib xyoos ib zaug txo

ntawm 3.23 feem pua ​​​​cov ntsiab lus, uas qhia txog qhov kev poob qis tsis tu ncua hauv tsib xyoos dhau los.Cov nuj nqis piv yog 51.1%, nce ntawm 8.50

feem pua ​​​​ntawm cov qhab nia xyoo-rau-xyoo, qhia txog qhov hloov pauv nce siab hauv tsib xyoos dhau los.Tus nqi ntawm cov ntawv cog lus tshiab tau kos npe yog 7

billion yuan, ib xyoos ib zaug nce ntawm 19.5%, qhia txog kev poob qis hauv tsib xyoos dhau los.Cov nyiaj tau los ntawm kev ua haujlwm ib tus neeg yog

2.068 lab yuan, ib xyoos ib zaug nce ntawm 15.3%, uas qhia txog kev loj hlob tsis tu ncua hauv tsib xyoos dhau los.Cov nyiaj tau los ntawm ib tus neeg

yog 161,000 yuan, ib xyoos ib zaug nce ntawm 9.5%, uas qhia txog kev loj hlob tsis tu ncua hauv tsib xyoos dhau los.

Daim ntawv tshaj tawm tau qhia tias raws li "14th Tsib Xyoo Plan" uas tau tshaj tawm los ntawm lub xeev thiab cov ntawv tshaj tawm cuam tshuam tau tshaj tawm los ntawm

Tuam Tshoj Hluav Taws Xob Council (tom qab no hu ua "China Electricity Council"), hais txog kev tsim hluav taws xob, los ntawm 2025,

Tag nrho cov peev txheej tsim hluav taws xob hauv lub tebchaws xav tias yuav ncav cuag 3 billion kilowatts, suav nrog 1.25 billion.

kilowatts ntawm thee zog, 900 lab kilowatts cua zog thiab hnub ci zog, 380 lab kilowatts ntawm pa hydropower, 62

lab kilowatts ntawm pumped hydropower, thiab 70 lab kilowatts ntawm nuclear fais fab.Thaum lub sij hawm "14th Tsib-xyoo Plan", nws yog

kwv yees tias qhov nruab nrab nruab nrab ntawm lub xyoo tshiab tsim lub peev xwm ntawm lub zog tsim hluav taws xob thoob tebchaws yog kwv yees li 160 lab kilowatts.Ntawm lawv,

thee zog yog li 40 lab kilowatts, cua zog thiab hnub ci zog yog hais txog 74 lab kilowatts, pa hydropower yog hais txog.

7.25 lab kilowatts, pumped hydropower yog hais txog 7.15 lab kilowatts, thiab nuclear fais fab nroj tsuag yog li 4 lab kilowatts.Thaum kawg

Xyoo 2022, nws tau kwv yees tias tag nrho cov peev txheej tsim hluav taws xob thoob ntiaj teb yuav ncav cuag 2.6 billion kilowatts, nce ntxiv.

kwv yees li 9% xyoo-rau-xyoo.Ntawm lawv, tag nrho cov peev txheej ntawm cov hluav taws xob thee yog li 1.14 billion kilowatts;tag nrho lub peev xwm nruab

ntawm cov khoom siv hluav taws xob uas tsis yog pob txha siv hluav taws xob yog kwv yees li 1.3 billion kilowatts (sau suav txog 50% ntawm tag nrho cov peev txheej nruab rau thawj zaug),

suav nrog hydropower 410 lab kilowatts thiab daim phiaj sib txuas cua fais fab 380 lab kilowatts, daim phiaj-txuas hnub ci tsim hluav taws xob

yog 400 lab kilowatts, nuclear fais fab tuag yog 55.57 lab kilowatts, thiab biomass fais fab tuag yog li 45 lab kilowatts.
Hais txog kev tsim hluav taws xob hluav taws xob, thaum lub sijhawm "14th Tsib Xyoo Plan", kuv lub teb chaws yuav ntxiv 90,000 mais ntawm AC kab ntawm 500 kV.

thiab saum toj no, thiab lub peev xwm substation yuav yog 900 lab kVA.Lub peev xwm kis tau tus mob ntawm cov channel uas twb muaj lawm yuav nce ntxiv

Ntau tshaj 40 lab kilowatts, thiab kev tsim kho tshiab ntawm kev sib tshuam hauv lub xeev thiab kev sib kis hauv cheeb tsam yuav ntau dua.

60 lab kilowatts.Kev npaj peev hauv daim phiaj hluav taws xob yuav ze li 3 trillion yuan.Xeev Grid npaj nqis peev 2.23 trillion yuan.

Ntawm lawv, "tsib AC thiab plaub txoj haujlwm ncaj qha" UHV tau npaj los tsim, nrog rau tag nrho 3,948 mais ntawm AC thiab DC kab.

(hloov dua tshiab), lub chaw nres tsheb tshiab (hloov pauv) muaj peev xwm ntawm 28 lab kVA, thiab tag nrho cov peev ntawm 44.365 billion yuan.

Raws li kev kwv yees cov ntaub ntawv ntawm Fitch, lub koom haum saib xyuas thoob ntiaj teb muaj npe nrov, qhov kev loj hlob ntawm lub ntiaj teb lub zog tsim muaj peev xwm yuav

maj mam poob thiab nyob ruaj khov hauv 2022. Nws xav tias yuav nce li ntawm 3.5% xyoo-rau-xyoo, poob mus txog 3.0% hauv 2023, thiab yuav

poob ntxiv thiab tswj los ntawm 2024 txog 2025. nyob ib ncig ntawm 2.5%.Lub zog tauj dua tshiab yuav yog qhov tseem ceeb ntawm kev loj hlob hauv kev teeb tsa hluav taws xob,

loj hlob los ntawm ntau li 8% toj xyoo.Los ntawm 2024, qhov sib koom ntawm kev tsim hluav taws xob txuas ntxiv yuav nce los ntawm 28% hauv 2021 txog 32%.Cov European

Solar Energy Association tau tshaj tawm "2021-2025 Ntiaj Teb Photovoltaic Market Outlook Daim Ntawv Qhia", kwv yees tias tag nrho cov peev txheej nruab

Lub ntiaj teb hnub ci zog yuav ncav cuag 1.1 billion kilowatts hauv 2022, 1.3 billion kilowatts hauv 2023, 1.6 billion kilowatts hauv 2024, thiab 1.8 billion kilowatts.

hauv 2025. kilowatt.

Nco tseg: Cov ntaub ntawv txheeb cais ntawm cov ntaub ntawv ua haujlwm ntawm Tuam Tshoj lub zog hluav taws xob tsim hluav taws xob yog 166 hluav taws xob tshawb fawb thiab tsim

kev lag luam, 45 thermal fais fab kev lag luam, 30 hydropower tsim kev lag luam, 33 fais fab kis thiab hloov

Kev tsim kho kev lag luam, 114 lub tuam txhab hluav taws xob saib xyuas kev lag luam, thiab 87 kev lag luam commissioning.Txoj kev lag luam feem ntau npog

thee fais fab, roj fais fab, pa hydropower, pumped cia fais fab, fais fab kis thiab transformation, nuclear zog,

cua zog, hnub ci zog thiab lub zog cia.