迎來波瀾壯闊的新能源大時代

是來自于:網絡上 作著:在線 2021-02-01 09:18:09

題記:光(guang)伏太(tai)陽能+儲能將成為未來全球最(zui)主(zhu)要能源(yuan)來源(yuan)

習現(xian)(xian)任主席(xi)9月22號(hao)宣布(bu)2030年中(zhong)國(guo)碳排(pai)放達峰(feng),2060年中(zhong)國(guo)實現(xian)(xian)碳中(zhong)和承諾,吹響了全球能(neng)源轉型的號(hao)角。日韓(han)、歐盟、巴(ba)西、智(zhi)利等國(guo)家也(ye)已經(jing)明(ming)確立法或宣誓碳中(zhong)和。2020年12月12號(hao)是巴(ba)黎協定5周(zhou)年,新一屆美國(guo)政府也(ye)將重(zhong)返巴(ba)黎協議(yi)。

 

壓制碳產生,互建美好的英文家(jia)苑,新(xin)發熱再生能(neng)(neng)源紅軍是形勢(shi)所趨(qu)。一(yi)同,大型(xing)(xing)的型(xing)(xing)的商家(jia),特別是以往(wang)發熱再生能(neng)(neng)源商家(jia)像(xiang)BP、殼(ke)牌(pai)、國(guo)家(jia)能(neng)(neng)源集團(tuan)(tuan)、上海電(dian)(dian)氣也(ye)在(zai)(zai)(zai)加(jia)速綠(lv)色戰略轉型(xing)(xing)。在(zai)(zai)(zai)此背景下,傳統能(neng)(neng)源企業加(jia)速向(xiang)新(xin)能(neng)(neng)源企業轉型(xing)(xing),而儲(chu)能(neng)(neng)也(ye)順勢(shi)成為產業焦點。譬如松(song)下正計劃在(zai)(zai)(zai)2021年將其與特斯拉的合(he)資工(gong)(gong)廠(chang)(chang)Giga factory 1擴產10%至39 GWh,并(bing)考(kao)慮(lv)與挪(nuo)威國(guo)家(jia)石油公司(Equinor)、挪(nuo)威海德魯電(dian)(dian)解(jie)鋁(lv)廠(chang)(chang)(Hydro)在(zai)(zai)(zai)挪(nuo)威新(xin)建一(yi)家(jia)大型(xing)(xing)合(he)資電(dian)(dian)池工(gong)(gong)廠(chang)(chang)。上海電(dian)(dian)氣電(dian)(dian)站集團(tuan)(tuan)與國(guo)軒高科成立上海電(dian)(dian)氣國(guo)軒,主攻儲(chu)能(neng)(neng)及動(dong)力電(dian)(dian)池方(fang)向(xiang)。

傳統的(de)新(xin)能(neng)源公(gong)司(si)的(de)態度再次(ci)發生大倒轉,BP公(gong)司(si)發布的(de)2020版世界能(neng)源展望(wang)報告,將光伏列(lie)為未(wei)來最(zui)主要的(de)能(neng)源。

在(zai)在(zai)未來20年,明確的技術路線表明人(ren)類要擺脫化(hua)石(shi)能源(yuan)依賴,人(ren)類有史以來第一(yi)次(ci)真正有機(ji)會實現能源(yuan)自由,新能源(yuan)也(ye)將成為(wei)最便宜的能源(yuan),這將會延伸出(chu)大量的時(shi)代機(ji)遇(yu)、催生一(yi)批偉(wei)大的公司。

新汽車、過程自動化設備,船只等關鍵碳排放量老大哥,全都在周全往直流電動化企業轉型。
狂飆的(de)新能源轎車投資的(de)市場

以Tesla、蔚(yu)(yu)來NIO為代表的(de)新能(neng)源(yuan)汽車(che)(che)股直線狂飆,尤其以NIO蔚(yu)(yu)來為例(li),一年多(duo)時間(jian)漲幅超(chao)過40倍(bei)。新能(neng)源(yuan)汽車(che)(che)的(de)局面從瀕臨死亡迅速(su)扭轉,蔚(yu)(yu)來的(de)“斌(bin)哥”從2019年“最(zui)慘(can)的(de)人”成為2020年資本(ben)市(shi)場最(zui)受青(qing)睞的(de)哥,資本(ben)市(shi)場不缺(que)傳奇,缺(que)乏洞見和超(chao)前(qian)思維。

在過去有(you)一年(nian),新(xin)生物質能二手(shou)車飛了(le)七把180度(du)逆轉行情,Tesla市值(zhi)超過7500億美金,遠遠超過豐田+大眾+寶(bao)馬(ma)+奔馳+福特+通用(yong)的(de)(de)(de)總(zong)市值(zhi);NIO蔚來,比亞(ya)迪也接連市值(zhi)超過奔馳,全球汽車市值(zhi)排名前十(shi)企(qi)業,中國獨占三席。幾年(nian)前傳(chuan)統(tong)勢(shi)力還是(shi)(shi)非常傲(ao)慢,他(ta)們連Tesla都不(bu)放在眼里(li),更別說其他(ta)造車新(xin)勢(shi)力了(le);今日(ri)傳(chuan)統(tong)勢(shi)力的(de)(de)(de)市值(zhi)連新(xin)勢(shi)力的(de)(de)(de)尾燈都看(kan)不(bu)到了(le)。因果其實早已種下,昔日(ri)柯達,諾基亞(ya)的(de)(de)(de)故事反復(fu)登場,套用(yong)股(gu)市經典的(de)(de)(de)理論就(jiu)是(shi)(shi)歷史(shi)會重(zhong)(zhong)演;傳(chuan)統(tong)勢(shi)力尾大不(bu)掉,決策緩慢,效率低下,沒有(you)創新(xin)土壤,也很難包容(rong)失敗,內卷(juan)十(shi)分嚴重(zhong)(zhong)。

全(quan)球排名(ming)機動車制造行業2020年銷售車輛(liang)約9000萬輛(liang),其中約2000萬輛(liang)為(wei)商用車,約7000萬輛(liang)為(wei)乘用車。

以中(zhong)國(guo)大(da)內地(di)市場的為(wei)(wei)例子:中(zhong)國(guo)大(da)內地(di)2020年全年汽車(che)銷售約2600萬(wan)(wan),其中(zhong)約2100萬(wan)(wan)輛乘用車(che),500萬(wan)(wan)輛則為(wei)(wei)商用車(che),分為(wei)(wei)輕(qing)卡(ka),中(zhong)卡(ka),重型(xing)卡(ka)車(che)。Tesla,NIO蔚來等(deng)(deng)專注于乘用車(che)市場,斯堪尼亞(ya),解放(fang)等(deng)(deng)則專注于商用車(che)市場。2020年中(zhong)國(guo)市場重型(xing)卡(ka)車(che)銷售突(tu)破160萬(wan)(wan)輛,增幅和產量均大(da)幅領先(xian)全球,保有(you)量達(da)到850萬(wan)(wan)臺(tai),輕(qing)卡(ka)、中(zhong)卡(ka)保有(you)量超過2000萬(wan)(wan)臺(tai),合計接近3000萬(wan)(wan)臺(tai)。

明年中(zhong)國(guo)國(guo)家(jia)新(xin)能(neng)量(liang)車(che)子餐(can)飲賣(mai)場分(fen)區布局下,牽(qian)引(yin)力(li)(li)鋰電(dian)池充電(dian)出貨量(liang)開展66GWH,各舉乘買車(che)開展需求脂肪50GWH,出貨量(liang)為數百(bai)萬臺(tai)類(lei)別(bie),下一(yi)步倍增(zeng)一(yi)年約30-50%;輕(qing)卡及(ji)客車(che)車(che)需求脂肪15GWH,出貨量(liang)十幾萬臺(tai)類(lei)別(bie),下一(yi)步基本上無倍增(zeng),有(you)點(dian)兒低迷(mi);智(zhi)能(neng)重(zhong)卡及(ji)工(gong)業(ye)(ye)自動化(hua)設備制造約1GWH,出貨量(liang)千臺(tai)類(lei)別(bie),下一(yi)步將成指數級(ji)倍增(zeng)。跟(gen)隨著牽(qian)引(yin)力(li)(li)鋰電(dian)池充電(dian)總(zong)產值(zhi)擴展及(ji)資金(jin)的(de)延續有(you)效降(jiang)低,針(zhen)對完完全全餐(can)飲賣(mai)場化(hua)且想(xiang)像中(zhong)空間區域非(fei)常大的(de)儲能(neng)技術及(ji)重(zhong)卡,工(gong)業(ye)(ye)自動化(hua)設備制造的(de)智(zhi)能(neng)化(hua)正(zheng)處于爆炸的(de)前(qian)夜。

微電網及重卡、項目升降車設備制(zhi)造市場上個人空間預測(ce)

重卡(ka)存(cun)有量(liang)少(shao)于850萬臺,適合于電(dian)動化(hua)的場景為大宗物資運輸,建筑(zhu)砂石料(liao),煤炭,鐵礦等大宗商(shang)品運輸。該場景傳統(tong)車輛排放標準低,運輸半(ban)徑一般在150公里內。粗略(lve)計算,以單車配置電(dian)量(liang)約為300KWH度電(dian),100萬輛全部替換(huan)需要300GWH鋰電(dian)池(chi)。

建設(she)項(xiang)目機(ji)械制造保證量不低于800萬(wan)輛(liang),其中裝載(zai)機(ji)約(yue)200萬(wan)輛(liang),挖(wa)機(ji)約(yue)200萬(wan)輛(liang),叉(cha)(cha)車(che)350萬(wan)輛(liang),其他(ta)約(yue)100萬(wan)輛(liang);裝載(zai)機(ji)、叉(cha)(cha)車(che)的電(dian)動化率可以超過80%。裝載(zai)機(ji)配置電(dian)量為(wei)2-300KWH電(dian),80%替換約(yue)400GWH鋰(li)電(dian);叉(cha)(cha)車(che)一般為(wei)15-30KWH電(dian)不等,80%替換約(yue)50GWH,裝載(zai)機(ji)的電(dian)動化約(yue)等于叉(cha)(cha)車(che)電(dian)動化的10倍市(shi)場空(kong)間(jian)。

重(zhong)卡的(de)電(dian)動(dong)式化出現了Nikola,該公司(si)市(shi)值約60億美金(無主營收入);叉車(che)的(de)電(dian)動(dong)化誕生了普拉格(ge)能源(yuan)(PLUG),市(shi)值更是(shi)(shi)達到(dao)308億美金,是(shi)(shi)全球(qiu)最大叉車(che)集團杭叉市(shi)值的(de)近(jin)12倍,他們(men)累計生產大約萬臺氫燃料電(dian)動(dong)叉車(che)。電(dian)動(dong)裝(zhuang)載(zai)機的(de)單價也遠大于電(dian)動(dong)叉車(che),整體市(shi)場規(gui)模(mo)是(shi)(shi)叉車(che)的(de)10倍。

對比性一般(ban)過(guo)(guo)程(cheng)中廠家行業龍頭(tou)小松220彼勒(le)1000億美金的市值,工(gong)程(cheng)機(ji)械領域一定會出現“電動版Tesla”,市值超(chao)過(guo)(guo)卡特(te)彼勒(le)是非常值得(de)期待。

 

二(er)零(ling)(ling)二(er)零(ling)(ling)年(nian)全球排名的(de)鋰離子電池充電安裝系統量為137 GWh,月(yue)環(huan)比下降了(le)17%。前(qian)三創的(de)股(gu)票市場占(zhan)有(you)率聚(ju)焦度(du)在改善,從去年(nian) 的(de)62.4%升到65.2%。

202在一年國內 市揚預計:

電(dian)(dian)動(dong)式商(shang)用車的出(chu)貨(huo)(huo)150萬臺,平均(jun)裝(zhuang)備(bei)55KWH電(dian)(dian)池(chi),約82.5GWH電(dian)(dian)池(chi)出(chu)貨(huo)(huo)量(liang);輕卡(ka)及大(da)巴車數量(liang)略(lve)有下滑,但單車電(dian)(dian)池(chi)裝(zhuang)配(pei)量(liang)增(zeng)大(da),則總裝(zhuang)機(ji)(ji)量(liang)達(da)到15GWH;重(zhong)卡(ka)及工程機(ji)(ji)械突(tu)破(po)1.5萬臺,平均(jun)裝(zhuang)配(pei)電(dian)(dian)量(liang)300KWH,總裝(zhuang)機(ji)(ji)量(liang)達(da)到4.5GWH,儲(chu)能裝(zhuang)機(ji)(ji)量(liang)達(da)到5GWH,合計(ji)達(da)到9.5GWH。統(tong)計(ji)下來(lai),中國全年(nian)(nian)電(dian)(dian)池(chi)出(chu)貨(huo)(huo)量(liang)有希望達(da)到107GWH,較2020年(nian)(nian)增(zeng)長(chang)(chang)(chang)65%。全球動(dong)力電(dian)(dian)池(chi)裝(zhuang)機(ji)(ji)量(liang)預計(ji)為210 GWh,較2020年(nian)(nian)增(zeng)長(chang)(chang)(chang)53%;2021年(nian)(nian)細分場景(jing)增(zeng)長(chang)(chang)(chang)將以重(zhong)卡(ka)及工程機(ji)(ji)械增(zeng)長(chang)(chang)(chang)最為迅猛,同比達(da)到350%增(zeng)長(chang)(chang)(chang)速度。

2025上半年國市面 推算出:

平均到(dao)(dao)(dao)2025年,新能(neng)源乘(cheng)用車(che)(che)(che)突破(po)(po)400萬(wan)輛大關(guan),單車(che)(che)(che)平均裝(zhuang)(zhuang)(zhuang)機(ji)(ji)(ji)70KWH,總裝(zhuang)(zhuang)(zhuang)機(ji)(ji)(ji)量(liang)280GWH;電(dian)動(dong)重(zhong)卡突破(po)(po)10萬(wan)臺,單車(che)(che)(che)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)(ji)350KWH,總裝(zhuang)(zhuang)(zhuang)機(ji)(ji)(ji)量(liang)達(da)(da)到(dao)(dao)(dao)35GWH;裝(zhuang)(zhuang)(zhuang)載機(ji)(ji)(ji)突破(po)(po)20萬(wan)臺,單車(che)(che)(che)裝(zhuang)(zhuang)(zhuang)機(ji)(ji)(ji)350KWH,總裝(zhuang)(zhuang)(zhuang)機(ji)(ji)(ji)量(liang)達(da)(da)到(dao)(dao)(dao)70GWH,合(he)計達(da)(da)到(dao)(dao)(dao)105GWH,儲(chu)能(neng)達(da)(da)到(dao)(dao)(dao)100GWH。乘(cheng)用車(che)(che)(che)市場電(dian)池裝(zhuang)(zhuang)(zhuang)機(ji)(ji)(ji)量(liang)約等(deng)于(yu)重(zhong)卡,工程機(ji)(ji)(ji)械(xie),儲(chu)能(neng);考慮到(dao)(dao)(dao)重(zhong)卡,工程機(ji)(ji)(ji)械(xie)3-5年一個周期需要更換電(dian)池,乘(cheng)用車(che)(che)(che)10年一周期,則(ze)兩(liang)大領域長期的電(dian)池使用量(liang)接近(jin),也接近(jin)于(yu)該兩(liang)大行業(ye)在燃(ran)油(you)車(che)(che)(che)時代的格局(ju),乘(cheng)用車(che)(che)(che)的總體燃(ran)油(you)量(liang)約等(deng)于(yu)重(zhong)卡加工程機(ji)(ji)(ji)械(xie)。
SNE再創新高,2025年全世(shi)界電動車子對驅(qu)動力鋰電池箱的實際需求將達標1163 GWh,中(zhong)國內地(di)占(zhan)有(you)比率近40%,二零(ling)三(san)零(ling)年將達2963 GWh。


二零(ling)三零(ling)年數學猜想:要滿足時間間隔(ge)今(jin)后,得從全(quan)當今(jin)社會(hui)的(de)新(xin)清潔能源化(hua),電(dian)動(dong)三輪化(hua)來重視(shi)二零(ling)三零(ling)年的(de)極大的(de)概(gai)率

二零三(san)零年,以光伏太陽(yang)(yang)能太陽(yang)(yang)能+全釩液流(liu)電池+氧氣為代(dai)表會的(de)新(xin)生(sheng)物質(zhi)生(sheng)物質(zhi)能源開發將顛復這個傳統的(de)生(sheng)物質(zhi)生(sheng)物質(zhi)能源開發產生(sheng)的(de)新(xin)格局我也很簡單看得(de)出(chu)高瓴重倉CATL、隆基(ji)后(hou)不斷爆發了鋰電和(he)光伏太陽(yang)(yang)能太陽(yang)(yang)能三(san)大(da)新(xin)生(sheng)物質(zhi)生(sheng)物質(zhi)能源開發基(ji)礎制造業的(de)領先工(gong)廠。寧德劃時代(dai)股價說出(chu)10000億(yi),Tesla打(da)破7500億(yi)美金,隆基(ji)超越4000億(yi)。

多方面瓦解傳統意(yi)義自然(ran)能源都要搞(gao)定的問題

變現低(di)(di)價格光(guang)伏(fu)太陽能(neng)+低(di)(di)成(cheng)(cheng)本(ben)(ben)(ben)儲能(neng),綜合(he)成(cheng)(cheng)本(ben)(ben)(ben)低(di)(di)于火電,這(zhe)就(jiu)是高瓴重倉的(de)理由。光(guang)伏(fu)的(de)系(xi)統(tong)成(cheng)(cheng)本(ben)(ben)(ben)已(yi)經降(jiang)到(dao)(dao)3元(yuan)(yuan)/W,遙想2007年(nian)(nian)(nian)系(xi)統(tong)成(cheng)(cheng)本(ben)(ben)(ben)達到(dao)(dao)60元(yuan)(yuan)/W,13年(nian)(nian)(nian)時間(jian),成(cheng)(cheng)本(ben)(ben)(ben)降(jiang)到(dao)(dao)5%;磷酸(suan)鐵(tie)鋰儲能(neng)系(xi)統(tong)降(jiang)到(dao)(dao)1.5元(yuan)(yuan)/wh,充放(fang)次(ci)數(shu)可(ke)以(yi)達到(dao)(dao)5000次(ci)。2025年(nian)(nian)(nian)光(guang)伏(fu)系(xi)統(tong)成(cheng)(cheng)本(ben)(ben)(ben)有望降(jiang)到(dao)(dao)到(dao)(dao)2.2元(yuan)(yuan)/W,攤到(dao)(dao)25年(nian)(nian)(nian)折舊加財務成(cheng)(cheng)本(ben)(ben)(ben),1500小(xiao)時/年(nian)(nian)(nian)發電小(xiao)時數(shu),度(du)(du)電成(cheng)(cheng)本(ben)(ben)(ben)0.1元(yuan)(yuan)每(mei)度(du)(du)電;儲能(neng)系(xi)統(tong)成(cheng)(cheng)本(ben)(ben)(ben)1元(yuan)(yuan)/WH,充放(fang)次(ci)數(shu)10000次(ci),按15年(nian)(nian)(nian)折舊,度(du)(du)電存儲成(cheng)(cheng)本(ben)(ben)(ben)0.1元(yuan)(yuan)每(mei)度(du)(du),算上財務成(cheng)(cheng)本(ben)(ben)(ben)0.13元(yuan)(yuan)每(mei)度(du)(du);光(guang)伏(fu)+儲能(neng)系(xi)統(tong)成(cheng)(cheng)本(ben)(ben)(ben)0.23元(yuan)(yuan)/kw,2030年(nian)(nian)(nian)成(cheng)(cheng)本(ben)(ben)(ben)有望降(jiang)到(dao)(dao)0.15元(yuan)(yuan)每(mei)度(du)(du)電以(yi)內,橫(heng)掃所有化石能(neng)源。

在電(dian)(dian)動化的未來趨勢下,環球規模內2020年(nian)電(dian)(dian)力總(zong)需求約30萬(wan)億度(du),2030年(nian)需求約45萬(wan)億度(du),拉長(chang)到2040年(nian)約70萬(wan)億度(du)電(dian)(dian)。

二零三零年大(da)概率(lv)統計(ji)(ji)能(neng)否(fou)看得見底下的(de)場(chang)合:光伏(fu)發(fa)電(dian)(dian)設(she)(she)計(ji)(ji)設(she)(she)計(ji)(ji)+全釩液流電(dian)(dian)池(chi)能(neng)否(fou)攻陷中國(guo)供電(dian)(dian)餐飲市場(chang)的(de)20%,約(yue)9一(yi)億(yi)美元(yuan)(yuan)度電(dian)(dian),按(an)中國(guo)使用(yong)(yong)范圍發(fa)電(dian)(dian)站前提條件來瞧,平均的(de)1250半小時的(de)光伏(fu)發(fa)電(dian)(dian)設(she)(she)計(ji)(ji)設(she)(she)計(ji)(ji)年發(fa)電(dian)(dian)站量(liang)能(neng)否(fou)遺(yi)憾,1GW(百萬(wan)KW)一(yi)鍵(jian)一(yi)鍵(jian)裝機量(liang)約(yue)12.3億(yi)度電(dian)(dian),那些(xie)9一(yi)億(yi)美元(yuan)(yuan)度電(dian)(dian),要(yao)有總一(yi)鍵(jian)一(yi)鍵(jian)裝機量(liang)7200GW,覆蓋面(mian)(mian)約(yue)6萬(wan)平小千米的(de)大(da)理石地(di)面(mian)(mian)瓷磚和屋項。估計(ji)(ji)大(da)理石地(di)面(mian)(mian)瓷磚光伏(fu)發(fa)電(dian)(dian)設(she)(she)計(ji)(ji)設(she)(she)計(ji)(ji)設(she)(she)計(ji)(ji)成本費用(yong)(yong)在2025年降到(dao)(dao)2.3元(yuan)(yuan)/W(引擎20元(yuan)(yuan)/W),二零三零年降到(dao)(dao)1.8元(yuan)(yuan)/W(引擎0.8元(yuan)(yuan)/W)。

截(jie)止日期2020年(nian)底全球光伏(fu)總裝機(ji)量約(yue)750GW,未來10年(nian)增長(chang)6450GW,巨大(da)增幅足夠讓(rang)人心潮澎湃。

儲熱市揚調配:

未(wei)來二十年(nian),9千億(yi)度(du)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)合適需(xu)(xu)要20%全(quan)(quan)(quan)(quan)釩(fan)(fan)液(ye)流充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi),1.8千億(yi)度(du)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)全(quan)(quan)(quan)(quan)釩(fan)(fan)液(ye)流充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi),人均每頓飯(fan)充(chong)(chong)放1.2次確(que)定(ding),運行按300天確(que)定(ding),需(xu)(xu)要1.5千億(yi)KWH全(quan)(quan)(quan)(quan)釩(fan)(fan)液(ye)流充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi),需(xu)(xu)要50億(yi)KWH全(quan)(quan)(quan)(quan)釩(fan)(fan)液(ye)流充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)腦裝機(ji)量(liang)(liang),約5000GWH。評測(ce)下202一年(nian)預測(ce),全(quan)(quan)(quan)(quan)世(shi)界(jie)全(quan)(quan)(quan)(quan)釩(fan)(fan)液(ye)流充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)近10GWH,保留量(liang)(liang)不少于25GWH,二十年(nian)事(shi)件(jian)成長200倍,全(quan)(quan)(quan)(quan)釩(fan)(fan)液(ye)流充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)專業(ye)市廠(chang)一模一樣(yang)波濤光輝(hui)燦爛(lan)、氣(qi)憤內心(xin)。再拉(la)變回機(ji)動(dong)車(che)專業(ye)市廠(chang),202一年(nian)全(quan)(quan)(quan)(quan)世(shi)界(jie)新(xin)(xin)燃料機(ji)動(dong)車(che)保留量(liang)(liang)大可能(neng)性少于1000萬(wan)輛,全(quan)(quan)(quan)(quan)國(guo)占50%上面(mian)的(de)。未(wei)來二十年(nian)新(xin)(xin)燃料乘出行全(quan)(quan)(quan)(quan)世(shi)界(jie)保留量(liang)(liang)少于20000萬(wan)輛,按每臺(tai)車(che)人均60KWH確(que)定(ding),趨勢(shi)充(chong)(chong)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)(chi)需(xu)(xu)要量(liang)(liang)約12000GWH。

商業車的電動三輪化,以重(zhong)卡+工(gong)程機械為例計算,約2000萬臺,電池總(zong)裝(zhuang)機量達到6000GWH。

2030-2040年將是氫清潔鍋(guo)爐燃(ran)料(liao)壯大最快速發(fa)展的五年,氫清潔鍋(guo)爐燃(ran)料(liao)與鋰電市場上伯(bo)仲之間,以(yi)后風光(guang)無限儲合作制氫將風靡,傳統(tong)與現(xian)代發(fa)熱(re)自然(ran)能源(yuan)公司(si)將率先經濟轉(zhuan)型新發(fa)熱(re)自然(ran)能源(yuan)。

未來的發展的新(xin)(xin)(xin)新(xin)(xin)(xin)發熱能(neng)源技術重點(dian)的,會是哪位?荷蘭,南美(mei),依然(ran)是我(wo)國的,需要(yao)探(tan)索。南美(mei)還概率形成新(xin)(xin)(xin)新(xin)(xin)(xin)發熱能(neng)源技術的重點(dian)的嗎?

總結結尾:新綠色能源明天將用20年(nian)去改變全球能源格局(ju),走過傳統化石能源200多(duo)年(nian)走過的道路(lu);這(zhe)20年(nian)在細(xi)分的各個領域都將誕(dan)生一批足(zu)夠偉大的企(qi)業。我們(men)能參與到大行業變革中,幸哉!

 

 

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