“十四五”中国光伏行业绿色低碳发展关键问题分析

Analysis on Key Issues of Green and Low-carbon Development in Chinese Photovoltaic Industry during the 14th Five-Year Plan Period

随着我国光伏行业的快速发展壮大,光伏制造过程的资源环境问题日益显现,未来绿色低碳将成为光伏行业可持续发展的重要考量。围绕产业链关键环节,研究了光伏制造过程的绿色低碳发展情况,涵盖资源消耗、能源消耗、污染物排放、碳排放四个层面。结合政策、市场环境,重点分析了"十四五"我国光伏行业绿色低碳发展关键问题,包括:全行业能源消耗总量将持续增加,在能耗双控制度下面临较大压力;双碳对光伏行业发展提出更高要求,降低产品碳足迹将成为核心竞争力;上游资源需求量迅速增长,叠加能耗双控和双碳影响供给保障难度较大;光伏行业与环境关系更加复杂化,废旧电池组件回收再利用提上日程。

With the rapid development and expansion of China’s photovoltaic industry,resource and environmental problems in photovoltaic manufacturing process are increasingly emerging.In the future,green and low-carbon will become an important consideration for sustainable development of photovoltaic industry.Focusing on key links of industrial chain,green and low-carbon development of photovoltaic manufacturing process was studied,covering four levels of resource consumption,energy consumption,pollutant emission and carbon emission.Combined with policy and market environment,key issues of green and low-carbon development of China’s photovoltaic industry in the 14 th Five-Year Plan were analyzed,including:total energy consumption of whole industry will continue to increase,facing great pressure under dual control of energy consumption;Dual carbon puts forward higher requirements for development of photovoltaic industry,reducing carbon footprint of products will become the core competitiveness;With rapid growth of upstream resource demand,it is difficult to guarantee supply of resource.Relationship between photovoltaic industry and environment is more complicated,and recycling of waste battery modules is put on the agenda.