中国可再生能源市场研究报告——Renewable Energy in ChinaChinese renewable energy market report -- Renewable Energy in China.doc

窗体顶端Renewable Energy in China联系购买电话公司名称：佐思信息 公司地址：北京市海淀区苏州街18号院长远天地大厦A2座 1008-1室（100080） 发布日期：2010-11-8摘要IntroductionChinas government is tasked with meeting rising demand for power while addressing the overlapping and growing challenges posed by energy import dependency, security of supply and environmental degradation. Chinas energy program is expected to generate levels of investment in excess of $1 trillion over the next decade. The Red Dragon is now on a path to becoming the Green Dragon.Features and benefitsAnalysis of installed capacities and generation output for the main sources of renewable energies across China, at a national level and by state. A detailed identification of the key drivers and barriers shaping these markets, and the likely growth potential of each renewable technology. An examination of new technology introductions and innovations, and future areas of opportunity for manufacturers and power providers. HighlightsForeign firms are able to participate in Chinas energy market, but monopolistic transmission and regulated pricing dominate. Increased market competition, and a clearer and increasingly favorable policy landscape, will make for a favorable environment in which the renewable energy industry can continue to develop and prosper at an aggressive pace.The vast and growing number and types of government and provincial financial incentives for renewable energy in China help explain growth levels in these markets. Chinas commitment to the development and deployment of renewable energy is being felt nationally. China is set to surpass some of its 2020 renewable energy targets before 2020.Not all renewable energy technologies are equal or offer the same growth prospects in the US. Solar is likely to live in the shadow of wind and hydro power for several years to come, while biomass and geothermal make modest inroads into the wider Chinese energy market. The outlook for nascent wave and tidal energy markets will gradually improve.Your key questions answeredDetermine how different elements of Chinese legislation and wider market trends are influencing the development of the main renewable energy markets. Assess how the renewable energy capacity mix will evolve, what the key opportunities will be and which provinces offer the greatest potential and why. Understand how renewable energy strategies are likely to evolve and how and where your company should interact with Chinas renewable energy markets.目录TABLE OF CONTENTSOverview 1Catalyst 1Summary 1Methodology 2Executive Summary 3Chinese Power Market 3Renewable Energy Policy Overview 3Wind Power Overview 3Solar Power Overview 4Hydropower Overview 4Geothermal Power Overview 5Biomass Power Overview 5Chinese Power Market 13Market overview 13Electricity supply and demand analysis 15Electricity infrastructure 15Electricity Market Competitive Intensity 16Renewable Energy Policy Overview 23Renewable energy policy 23The Renewable Energy Law 23Renewable Energy Law amendments 25Tax incentives 26Energy Law draft 26Energy intensity targets 26Carbon trading 27Provincial and regional support 27Policy outcomes 27Wind Power Overview 29Background 29Resource availability and capacity margins 34Policy landscape 40Economics 43Outlook 46Solar Power Overview 48Background 48Resource availability and capacity margins 57Policy landscape 64Economics 65Outlook 66Hydropower Overview 68Background 68Resource availability and capacity margins 72Policy landscape 74Economics 75Outlook 75Geothermal Power Overview 78Background 78Resource availability and capacity margins 84Policy landscape 88Economics 89Outlook 94Biomass Power Overview 96Background 96Resource availability and capacity margins 100Policy landscape 104Outlook 104Appendix 105Sources 105Glossary 106Ask the Analyst 108Datamonitor consulting 109Disclaimer 109TABLE OF FIGURESFigure 1: Power demand in China, past present and future: 200830f 14Figure 2: MCI Assessment Scale 16Figure 3: MCI Assessment Framework 17Figure 4: MCI Scales 18Figure 5: Asia Pacific power Market Competitive Intensity, 2010f13f 19Figure 6: China: power Market Competitive Intensity scores 20Figure 7: Global installed wind capacity (MW), 19962009 29Figure 8: Installed capacity by country (MW), 200809 30Figure 9: Annual and cumulative wind power capacity growth forecast (GW), 200914f 31Figure 10: Annual wind power installed capacity additions forecast (GW), by region, 200914f 32Figure 11: Cumulative wind power installed capacity forecast (GW), by region, 200914f 32Figure 12: Top 10 wind turbine manufacturers by cumulative installed capacity (GW), 2009 33Figure 13: Top 10 wind turbine manufacturers by annual market share (%), 2009 33Figure 14: Potential for wind capacity deployments across China (GW) 37Figure 15: Potential for wind power generation across China (GWh) 38Figure 16: Map of Chinas energy infrastructure 39Figure 17: Heat map of Chinas population density 40Figure 18: Typical annual levelized development of wind power projects ($000s) 43Figure 19: Effect of discounted rates on the annual levelized cost of wind power projects ($000s) 44Figure 20: The effect of discounted rates on annual levelized capex ($000s) 45Figure 21: Drivers and resistors of wind power in China 46Figure 22: List of different types of solar power-generating technologies 48Figure 23: Global PV solar power installed capacity (MW), by country and region, 200009 49Figure 24: Global solar PV installed capacity growth, 19992009 50Figure 25: List of rural and large-scale applications for solar PV power 51Figure 26: Relationship between the different actors that drive solar power costs 52Figure 27: Forces that drive the solar industry towards consolidation and vertical integration 53Figure 28: List of risk factors that make solar a safer asset under a horizontally integrated model 55Figure 29: List of drivers of the uptake of solar power by Chinese utilities 56Figure 30: Global horizontal irradiance in China (Wh/m2-day) 58Figure 31: Land slope class distribution in China 59Figure 32: Heat map of land use and protected areas in China 60Figure 33: Map of Chinas energy infrastructure 61Figure 34: Solar energy capacity potential in China (GW), by region 62Figure 35: Solar energy generation potential in China (TWh/yr), by region 63Figure 36: Levelized costs of different forms of power generation in 2009 (2008$) 66Figure 37: Hydropower is electric energy derived from moving water 68Figure 38: Hydroelectric net electricity consumption by country (GWh), 19962008 69Figure 39: Hydropower projects in the Yarlung Tsangpo (the Brahmaputra) in Tibet 72Figure 40: Net hydroelectric generation levels (TWh) and growth rates (%) in China, 19902009 73Figure 41: Photo of a section of the Three Gorges Dam in China 74Figure 42: Satellite images of the Three Gorges Dam area, in 1987, 2000 and 2006 76Figure 43: Photograph of a geothermal power station in Yangbajing, Tibet 78Figure 44: Graphical representation of the mechanics of a flash steam geothermal power plant 79Figure 45: Graphical representation of a typical flash steam geothermal power plant 79Figure 46: Global geothermal installed electrical capacity (MW), 19802010 81Figure 47: Levelized costs of different forms of power generation in 2009 (2008$) 89Figure 48: Factors that affect geothermal energy project costs 91Figure 49: Fixed O&M costs for different forms of power generation (2006$/kW-yr), 200709 92Figure 50: Capacity factors for different forms of power generation 93Figure 51: Graphical representation of the biomass power carbon cycle 96Figure 52: The natural decay of biomass under anaerobic conditions produces methane 98Figure 53: Top 10 global biogas and liquid biomass consumers (Ktoe) 99Figure 54: Top 10 global biomass (including fuel wood) consumers (Ktoe) 100TABLE OF TABLESTable 1: Targets under the Medium and Long-Term Development Plan for Renewable Energy 25Table 2: Global clean technology investment levels and rankings, 2009 28Table 3: Chinas wind installed capacity (GW), 200009 34Table 4: Top five wind power regions i