全球清洁技术制造的现状（英）-36页_1mb
报告摘要
- Clean energy technology manufacturing is expanding rapidly due to supportive policies, ambitious corporate strategies, and consumer demand. The global energy crisis has accelerated efforts to enhance energy security and diversify supply chains, with key technologies analyzed being solar photovoltaic (PV), wind, batteries, electrolysers, and heat pumps. (Key Findings)
- Solar PV and batteries show strong capacity growth: manufacturing throughput for solar PV increased by 39% year-on-year in 2022, and battery projects can nearly cover 2030 global deployment needs under the Announced Pledges Scenario (APS). However, wind, electrolysers, and heat pumps have significant gaps, but lead times are short, implying potential for rapid scaling. (Part II: Analysis)
- Regional concentration is high: four countries and the European Union account for 80-90% of global manufacturing capacity, with China leading at 40-80% for various technologies. Policies in the US, EU, and China are reshaping supply chains, leading to potential shifts in market shares if all announced projects materialize. (Part II: Analysis; Part III: Recent Policy Developments)
- Market sizes in 2030 under APS: combined market for key clean technologies is USD 640 billion, rising to USD 790 billion with current data, indicating surpluses in solar PV, batteries, and electrolysers, while wind and heat pumps have demand gaps. China could capture USD 500 billion, and G7 recommendations focus on international cooperation to address supply chain risks. (Part II: Analysis; Part III: Recent Policy Developments; Part IV: Recommendations)
- Key policy developments: US Inflation Reduction Act (IRA) boosts domestic battery manufacturing; EU Net Zero Industry Act emphasizes diversification and skilled labor; China's policies continue long-term support, with export markets growing. Other economies like India and Korea are also implementing incentives. (Part III: Recent Policy Developments)
- Recommendations for G7: coordinate supply chain efforts, build strategic partnerships, facilitate investment in emerging economies, develop platforms for market insights, share best practices on investment conditions, and promote resource-efficient manufacturing to enhance supply chain resilience. (Part IV: Recommendations for the G7)
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