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“双碳”目标导向下光伏供应链降碳路径与政策研究

作者:顾佰和 于东晖 陈卓 师丽娟 出版日期:2023年09月 报告页数:12 页 报告大小: 报告字数:10141 字 所属丛书:工业和信息化蓝皮书 所属图书:工业绿色低碳发展报告(2022~2023) 浏览人数: 下载人数:

文章摘要:光伏产业在推动可再生能源发展、经济社会绿色低碳转型中具有重要作用,然而光伏产品在生产过程中并非零碳,其部分供应链环节能耗和碳排放都比较高,全球光伏供应链总排放从2011年至2021年增长了4倍。基于此,本文首先从产品结构角度梳理了光伏供应链的构成,并深入分析了行业低碳发展现状。其次从“双碳”目标要求、绿色竞争力提升与高质量发展角度剖析了光伏供应链降碳的必要性,之后研判了行业当前面临的障碍与挑战。最后从用能结构调整、产业布局优化、技术创新、循环... 展开

文章摘要:光伏产业在推动可再生能源发展、经济社会绿色低碳转型中具有重要作用,然而光伏产品在生产过程中并非零碳,其部分供应链环节能耗和碳排放都比较高,全球光伏供应链总排放从2011年至2021年增长了4倍。基于此,本文首先从产品结构角度梳理了光伏供应链的构成,并深入分析了行业低碳发展现状。其次从“双碳”目标要求、绿色竞争力提升与高质量发展角度剖析了光伏供应链降碳的必要性,之后研判了行业当前面临的障碍与挑战。最后从用能结构调整、产业布局优化、技术创新、循环利用、标准完善等方面提出了光伏供应链的降碳路径与建议。

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Abstract:The photovoltaic industry plays an important role in promoting renewable energy development and green and low-carbon transformation of the economy and society. However,photovoltaic products are not zero carbon in the production process,and some supply chain links even have high energy consumption and carbon emissions. The total emissions of the photovoltaic supply chain have quadrupled from 2011 to 2021. Based on this,this article ... 展开

Abstract:The photovoltaic industry plays an important role in promoting renewable energy development and green and low-carbon transformation of the economy and society. However,photovoltaic products are not zero carbon in the production process,and some supply chain links even have high energy consumption and carbon emissions. The total emissions of the photovoltaic supply chain have quadrupled from 2011 to 2021. Based on this,this article first sorts out the composition of the photovoltaic supply chain from the perspective of product structure,and deeply analyzes the current status of low-carbon development in the industry. Secondly,the necessity of reducing carbon emissions in the photovoltaic supply chain was analyzed from the perspectives of carbon peaking and carbon neutrality goals’ requirements,green competitiveness improvement,and high-quality development. Subsequently,the current obstacles and challenges faced by the industry were analyzed and evaluated. Finally,carbon reduction paths and suggestions for the photovoltaic supply chain were proposed from the perspectives of energy structure adjustment,industrial layout optimization,technological innovation,cyclic utilization,and standard system improvement.

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作者简介

顾佰和:顾佰和,中国科学院科技战略咨询研究院副研究员,博士,从事能源与气候领域研究。

于东晖:于东晖,中国科学院科技战略咨询研究院,从事“双碳”产业研究。

陈卓:陈卓,中国科学院大学公共政策与管理学院,从事“双碳”产业研究。

师丽娟:师丽娟,国家工业信息安全发展研究中心信息化所高级工程师,博士,从事“双碳”、两化融合、工业互联网、数字化转型等相关领域研究。