我国高端石化材料在新能源领域的应用及市场研究  

Application and Market Research of Special Petrochemical Materials in the Field of Renewable Energy

作　　者：杨惠馨 吕晓东 隋谨伊 李超 赵睿 李雪 Yang Huixin;Lv Xiaodong;Sui Jinyi;Li Chao;Zhao Rui;Li Xue(SINOPEC Economics&Development Research Institute Company Limited,Beijing 100029,China)

机构地区：[1]中国石化集团经济技术研究院有限公司,北京100029

出　　处：《石油石化绿色低碳》2023年第5期1-9,共9页Green Petroleum & Petrochemicals

摘　　要：近年来,在能源向多元化、绿色化、低碳化转型的大背景下,我国以风能、光伏、氢能产业为代表的新能源领域快速发展,同时带动了相应领域高端石化材料的需求增长。但目前相关材料自给率较低,部分关键高端材料仍依赖进口,具有较大国产化潜力。该文通过拆解新能源领域主要部件结构、评估用材单耗并结合行业规模发展趋势,对我国新能源用材种类与规模进行测算。预计到2030年,我国风、光、氢新能源产业将以年均20%左右的速度增长,对高端石化材料的需求规模将从2022年的230余万吨增长至2030年的近450万吨。China's wind,photovoltaic and hydrogen energy industry has developed rapidly in recent years,as the energy structure is transiting to a more diversified,clean and low-carbon one,and this drives more demand in high-performance petrochemical materials in the new energy industry(this article refers to wind,photovoltaic,hydrogen industry,the same below).However,the self-sufficiency rate of relevant materials in China is low,and some key high-performance materials still rely on imports,which has greater potential for localization.This paper focuses on the types and scales of petrochemical materials applied in China's new energy industry,by dismantling the structure of major components,assessing the unit consumption of materials based on the industry scale.By 2030,China's wind,solar and hydrogen industry is estimated to grow at a rate of about 20%,and the scale of demand for high-performance petrochemical materials is expected to increase from more than 1.7 million tons in 2022 to 3 million tons in 2030.

关 键 词：风能 光伏 氢能 石化材料 

分 类 号：F426.2[经济管理—产业经济] F426.61