南通新能源产业发展路径研究

Research on the development of new energy industry in Nantong

新能源问题是“双碳”背景下的焦点问题,南通市可再生能源发电产业的瓶颈近年来有所突破,但根本问题如市场狭小、产能过剩等无法根除。随着南通本地新能源汽车市场扩大带来用电增加,以及全国新能源汽车市场的爆发性增长在经济内循环背景下导致的新能源主机厂对国内供应链的深耕,南通本土企业也将有机会融入全国产业链。

The issue of new energy is the focus under the carbon peaking and carbon neutrality background.Nantong has made some breakthroughs in the new energy electricity generation industry in recent years.However,the fundamental problems,such as narrow market and overcapacity,cannot be eradicated.The electricity consumption will increase caused by explosive number of new energy vehicles and the growth of the national new energy vehicle market under the background of economic internal circulation is bound to lead to new energy OEMs paying attention to the cultivation of domestic supply chain,and Nantong local enterprises will have the opportunity to integrate into the national industrial chain.