摘要
通过回顾2019年光伏及风电产业链发展情况及分析2020年影响产业发展的政策、需求、供给与技术创新等四方面因素,指出2020年光伏及风电产业景气度均呈向上趋势,平价上网与技术突破双重助力产业降本增效。光伏产业整合提速,技术迭代加速企业优胜劣汰,市场竞争格局日益稳定;陆上风电进入抢装周期,海上风电规模化发展,市场需求旺盛,但订单多向龙头企业聚集,强者恒强局面显现。
By reviewing the development of the photovoltaic and wind power industry chain in 2019 and analyzing the four factors(policy,demand,supply and technological innovation) that affect the industrial development in 2020,this paper holds that the photovoltaic and wind power industry will flourish in 2020,grid parity and technological breakthroughs will contribute to cost reduction and efficiency improvement. The integration of the photovoltaic industry has accelerated. Technological upgrading leads to the survival of the fittest,and the competition in photovoltaic market comes into stable;Onshore wind power enters the rush-installation cycle,and offshore wind power develops on a large scale. Although there is a strong market demand,orders are concentrated to leading enterprises,and enterprises with better comprehensive strength will be more outstanding in the future.
作者
吕鑫
祁雨霏
董馨阳
赵紫怡
董维佳
Lü Xin;QI Yufei;DONG Xinyang;ZHAO Ziyi;DONG Weijia(Center for Energy and Environmental Policy Research,School of Management and Economics,Beijing Institute of Technology,Beijing 100081,China;Institute of World Economics and Politics,Chinese Academy of Social Sciences,Beijing 100732,China)
出处
《北京理工大学学报（社会科学版）》
CSSCI
北大核心
2020年第2期20-25,共6页
Journal of Beijing Institute of Technology：Social Sciences Edition
基金
国家自然科学基金项目(71704186,71521002)。
关键词
光伏及风电产业
政策调整
技术创新
photovoltaic and wind power industry
policy adjustment
technological innovation
