全球清洁能源情况分析报告-外文版培训课件风电光伏储能水电

COMPANIES

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PRODUCTSGreenSupermajorsCHAPTER

01OverviewProductionofrenewableenergyworldwidefrom2009to2021(interawatthours)Globalrenewableenergygeneration2009-20219,0008,0007,0006,0005,0004,0003,0002,0001,000020092010201120122013201420152016201720182019202020213Description:In2021,renewableenergyproductionworldwideamountedtonearly7.9petawatthours.Globalrenewableenergyproductionincreasedovertheyears.Between2009and2021,figuresrosebyapproximatelyfourpetawatthours.

ReadmoreNote(s):Worldwide;2009to2021Source(s):IRENAShareofrenewablesinelectricitygenerationworldwidein2022,byregionShareofrenewablepowergeneration2022,byregionShareofelectricitygeneration0%10%20%30%40%50%60%70%LatinAmericaandCaribbean61%OceaniaEurope40%36%NorthAmericaAsia29%27%Africa24%MiddleEast3%4Description:In2022,renewablesaccountedover60percentofrenewableelectricitygenerationinLatinAmericaandCaribbean,theregionwiththelargestshareofrenewablesinthepowersector.OceaniaandEuropeaccountedfor40and36percentofelectricityproducedfromrenewablesources,respectively.ReadmoreNote(s):Worldwide;2022Source(s):Ember;REN21Newinvestmentinrenewableenergyworldwidefrom2004to2022(inbillionU.S.dollars)Worldwideinvestmentinrenewableenergy2004-2022600500400300200495423363319315301285285266262241213211155152120791000503220042005200620072008200920102011201220132014201520162017201820192020202120225Description:In2022,thetotalnewinvestmentinrenewableenergyamountedtoapproximately495billionU.S.dollarsworldwide.Thiswasa17percentincreasefromthepreviousyear.

ReadmoreNote(s):Worldwide;2004to2022Source(s):BloombergNEFMarketvalueoflargestelectricutilitycompaniesworldwideasofJune2023(inbillionU.S.dollars)Leadingglobalelectricutilities2023,basedonmarketvalueMarketvalueinbillionU.S.dollars60

8002040100120140160152.79180NextEraEnergy(U.S.)TotalEnergies(France)TAQA(U.A.E.)151.6497.36SouthernCompany(U.S.)Iberdrola(Spain)81.7281.39ChinaYangtzePower(China)DukeEnergy(U.S.)78.2476.52Enel(Italy)68.9NationalGrid(UnitedKingdom)EDF(France)53.3952.836Description:NextEraEnergy,headquarteredinFlorida,UnitedStates,wasthelargestelectricutilitycompanyworldwidein2023,withamarketvalueof152.8billionU.S.dollars.Rankingsecond,theFrenchTotalEnergieshadamarketvalueof151.6billionU.S.dollars.UnitedArabEmirates’TAQA,withamarketvalueofaround97billionUSdollars,rankedthirdatthattime.ReadmoreNote(s):Worldwide;June2023Source(s):Forbes;VarioussourcesSalesrevenueoflargestelectricutilitycompaniesworldwideasofMay2023(inbillionU.S.dollars)Leadingglobalelectricutilitiesbasedonsales2023SalesinbillionU.S.dollars40

6002080100120140160EDF(France)Enel(Italy)150.8132.2E.ON(Germany)121.6ENGIE(France)98.7Iberdrola(Spain)59.658.957.655.2EnBWEnergieBaden(Germany)TokyoElectricPower(Japan)KoreaElectricPower(SouthKorea)RWEGroup(Germany)40.336.4HuanengPowerInternational(China)ChubuElectricPower(Japan)KansaiElectricPower(Japan)DukeEnergy(UnitedStates)29.429.229.17Description:Withannualsalesofover150billionU.S.dollars,France-basedEDFwasrankedfirstamongtheworld'sleadingelectricutilitiesasofMay2023.Italy'sEneltrailedbehind,withsalesrevenueof132billionU.S.dollars.

ReadmoreNote(s):Worldwide;asofMay5,2023Source(s):Forbes;Varioussources(companydata)CHAPTER

02RenewableenergycompaniesLeadingrenewableenergycompaniesworldwidein2022,basedonrevenue(inbillionU.S.dollars)Leadingrenewableenergycompaniesworldwide2022,byrevenueRevenueinbillionU.S.dollars20

300104050607080GeneralElectricCo.(U.S.)IberdrolaSA(Spain)75.0753ConstellationEnergyCorp.(U.S.)NextEraEnergy(U.S.)22.6419.84VestasWindSystemsA/S(Denmark)JinkoSolarHoldingCo.Ltd(China)CanadianSolarInc.(Canada)15.4610.587.034.764.143.35BrookfieldRenewablePartnersLP(Canada)DaqoNewEnergyCorp.(China)AlgonquinPower&UtilitiesCorp.(Canada)9Description:GeneralElectricCo.,basedintheUnitedStates,wasconsideredtheleadingrenewableenergycompanyworldwidein2022,basedonrevenue,withmorethan75billionU.S.dollars.SpanishIberdrolarankedsecondwithmorethan53billiondollarsofrevenue.Outofthe10leadingrenewableenergycompanies,sixwerelocatedinNorthAmerica.ReadmoreNote(s):Worldwide;AsofDecember15,2022Source(s):InvestopediaMarketcapitalizationofselectedrenewableenergycompaniesworldwideinMarch2023(inbillionU.S.dollars)GlobalmarketcapitalizationofselectedrenewableenergycompaniesMarketcapitalizationinbillionU.S.dollars020406080100120140160NextEraEnergy,Inc.IberdrolaSA147.5772.67OrstedA/S36.19VestasWindSystemsA/SSiemensGamesaRenewableEnergySAPlugPowerInc.29.5812.978.185.2AlgonquinPower&UtilitiesCorpBrookfieldRenewableCorpDaqoNewEnergyCorpCanadianSolarInc.5.163.922.7410Description:InMarch2023,NextEraEnergy,aleadingcompanyinthegenerationofrenewableenergyworldwide,hadamarketcapitalizationofroughly147.6billionU.S.dollars.IberdrolaandOrstedfollowedwithamarketcapitalizationof72.7and36.2billionU.S.dollars,respectively.ReadmoreNote(s):Worldwide;March9,2023Source(s):EnergyDigitalNetcapacityforgreenhydrogenworldwideinQ32023,byleadingcompany(inkilo-tonsperannum)Globalnetcapacityforgreenhydrogen2023,byleadingcompanyNetcapacityinkilo-tonsperannum2,000

3,00001,0004,0005,0005,0006,000GreenHydrogenInternationalFortescueFutureIndustriesCWPGlobal3,7023,371JERGroup3,000H2CleanEnergyBPPlc2,5402,45611Description:ThecompanywiththehighestnetcapacityforgreenhydrogenworldwideinQ32023wasGreenHydrogenInternational,at5,000kilotonsperannum.ThiswasfollowedbyFortescueFutureIndustriesthatreportedanetcapacityof3,702kilotonsperannumforgreenhydrogen.ReadmoreNote(s):Worldwide;Q32023Source(s):GlobalDataCompanieswiththelargestnumberofannouncedmergerandacquisitiondealsintherenewableenergysectorworldwidebetweenJanuary2020andJanuary2023CompanieswiththemostM&Adealsintheglobalrenewablesector2020-2023NumberofM&Adeals0102030405060Sonnedix(France)Encavis(Germany)543534GreenbackerRenewableEnergyCompany(U.S.)OctopusGroup(UK)30Enel(Italy)27Engie(France)25LightsourceBP(UK)2322Iberdrola(Spain)BayWa(Germany)191818CubicoSustainableInvestments(UK)NautilusSolarEnergy(U.S.)12Description:Sonnedix,aleadingcompanyinthegenerationofrenewableenergy,announcedatotalof54renewablesmergerandacquisitiondealsfromJanuary2020toJanuary2023.SonnedixwasthecompanythehighestM&Aactivityinthefieldofrenewablesworldwideduringthatperiod,followedbyEncavisandGreenbackerRenewableEnergyCompany.ReadmoreNote(s):Worldwide;January2020toJanuary2023Source(s):EnergyMonitor;GlobalDataCHAPTER

03RevenueRevenueofEnelSpAfrom2010to2023(inbillioneuros)EnelSpA'srevenue2010-2023160140120143.0198.1610088.0184.9579.5180.3378.6675.7975.6675.5874.6480604020073.3870.5964.992010201120122013201420152016201720182019202020212022202314Description:Enelgenerated98billioneurosinrevenuein2023.Thiswasadecreasecomparedtothehighestannualrevenueforthecompanyovertheperiodunderconsideration,recordedoneyearprior.EnelisanItaly-basedelectricutilitycompanywithheadquartersinRomeandgeneratesmostofitsrevenuesdomestically.ReadmoreNote(s):Worldwide;2010to2023Source(s):EnelRevenueofIberdrolafrom2009to2023(inmillioneuros)Iberdrola'srevenue2009-202360,00050,00040,00053,94949,33539,11436,43835,07634,20133,14531,64831,41931,07731,26330,43130,03229,21530,00020,00010,000025,89220092010201120122013201420152016201720182019202020212022202315Description:Iberdrolageneratedaround49.3billioneurosinrevenuein2023,downfromalmost54billioneurosrecordedin2022.TheSpain-basedmultinationalelectricutilityisoneoftheleadingelectricutilitiesinEuropebasedonmarketcapitalization,valuedatover66billioneurosasofSeptember2023.ReadmoreNote(s):Worldwide;2009to2023Source(s):IberdrolaOperatingrevenueofNextEraEnergyfromfinancialyear2006to2023(inbillionU.S.dollars)NextEraEnergy'srevenueFY2006-2023302528.1120.9619.2201817.4917.0217.1717.0716.7316.4116.1415.7115.6415.2615.3215.3415.1414.2615105020062007200820092010201120122013201420152016201720182019202020212022202316Description:NextEraEnergygeneratedarevenueofover28billionU.S.dollarsin2023.Thiswasanincreaseofroughly34percentincomparisontothepreviousyear.NextEraisaFlorida-basedutilitycompanycomprisedofmultiplesubsidiaries,includingFloridaPower&Light.ItisthelargestelectricutilityintheUnitedStates,basedonmarketvalue.ReadmoreNote(s):Worldwide;FY2006toFY2023;Financialyearends31December.Source(s):NextEraEnergyEDFGroup'srevenuefromfinancialyear2007to2023(inbillioneuros)EDFGroup'srevenueFY2007-2023160143.48139.721401201008084.467573.3872.1871.9271.3571.268.5569.0365.3265.3164.8963.8559.64200759.142009604020020082010201120122013201420152016201720182019202020212022202317Description:ÉlectricitédeFrance(EDF)generated139.7billioneurosinrevenuein2023,anincreaseofnearly70percentincomparisonto2020.However,EDF’snetdebtincreasedaswell,amountingtoover50billioneurosin2023.

ReadmoreNote(s):Worldwide;FY2007toFY2023;FinancialyearendsDecember31Source(s):EDFØrsted'srevenuefromfinancialyear2011to2023(inmillionU.S.dollars)Ørsted'srevenueFY2011-202318,00016,510.416,00014,00012,00010,0008,0006,0004,0002,000011,436.511,208.211,103.310,549.110,222.610,158.49,693.99,6758,831.38,586.48,184.37,236.8201120122013201420152016201720182019202020212022202318Description:Ørsted,aDanishintegratedenergycompany,reportedarevenueofaround11.4billionU.S.dollarsinthefiscalyearof2023,downfrom16.5billionU.S.dollarsinthepreviousyear.ThecompanyisheadquarteredinFredericia,Denmarkandisoneofthecountry’slargestenergycompanies.ReadmoreNote(s):Worldwide;FY2011toFY2023Source(s):ØrstedCHAPTER

04IncomeNetprofitofEnelSpAfrom2012to2023(inmillioneuros)EnelSpA'snetincome2012-20236,0004,7895,0004,0003,0002,0001,00004,7803,7793,4383,3723,1892,6102,5702,17420191,68220221,442201277220132014201520162017201820202021202320Description:EnelSpAreportedanetincomeattributabletoownersof3.4billioneurosin2023.Thiswasasignificantincreasecomparedtothepreviousyear,whennetprofitstoodat1.7billioneuros.EnelisanelectricutilitycompanybasedinRome,Italy,andofferingservicesacrosstheworld.ReadmoreNote(s):Worldwide;2012to2023Source(s):EnelNetprofitofIberdrolafrom2012to2023(inmillioneuros)Iberdrola'snetincome2012-20236,0005,0004,8034,3393,8854,0003,0002,0001,00003,6113,4063,0142,8412,8042,7052,5722,4222,32720122013201420152016201720182019202020212022202321Description:Iberdrola'snetprofitsurpassed4.8billioneurosin2023.Thisfigurerepresentsagrowthofsome10percentincomparisontothepreviousyear.Meanwhile,Iberdrola'srevenueexperiencedayear-over-yeardecreasein2023.TheSpain-basedmultinationalelectricutilitycompanyisoneofthelargestelectricutilitiesintheworld.ReadmoreNote(s):Worldwide;2012to2023Source(s):IberdrolaNetincomeofNextEraEnergyfromfinancialyear2011to2023(inmillionU.S.dollars)NextEraEnergy'snetincomeFY2011-20237,0006,0005,0004,0003,0006,2825,7765,3233,3883,2462,9992,8272,7622,46920142,36920201,92320111,91120121,90820132,0001,00002015201620172018201920212022202322Description:Inits2023fiscalyear,theelectricutilitycompanyNextEraEnergyreported6.3billionU.S.dollarsofnetincome.Thiswasanincreaseofover90percentcomparedtothepreviousyearandthehighestnetincomegeneratedbytheFlorida-basedutilitycompany.ReadmoreNote(s):UnitedStates;FY2011toFY2023;Financialyearends31December.Source(s):NextEraEnergyNetincomeofEDFGroupfromfinancialyear2007to2023(inbillioneuros)EDFGroup'snetincome2007-2023151010.025.624.095.165.11503.483.513.763.73.153.172.851.021.191.180.65-5-10-15-20-17.942022200720082009201020112012201320142015201620172018201920202021202323Description:FrenchelectricityproviderEDFGroupgenerateanincomeof10billioneurosin2023,upfromarecord-highlossofalmost18billioneurosthepreviousyear.ElectricitedeFrancewasrenationalizedinJune2023.

ReadmoreNote(s):Worldwide;FY2007toFY2023;YearsendingDecember31Source(s):EDFØrsted'snetincomefromfinancialyear2011to2023(inmillionU.S.dollars)Ørsted'snetincome2011-20234,0003,0002,0001,0002,914.72,813.32,2422,163.91,906.61,5711,044415.90-1,000-2,000-3,000-4,000-143.3-580.22012-762.52014-1,743.72015-2,912.3202320112013201620172018201920202021202224Description:Ørsted,aDanishintegratedenergycompany,reportedanetlossofaround2.9billionU.S.dollarsinthefiscalyearof2023.ThecompanyisheadquarteredinFredericia,Denmarkandisoneofthecountry’slargestenergycompanies.

ReadmoreNote(s):Worldwide;FY2011toFY2023Source(s):ØrstedCHAPTER

05ElectricitygenerationmixDistributionofEnel'snetelectricitygenerationin2023,bysourceEnelSpA'selectricityproductionshare2023,bysourceShareofelectricityproduction0%5%10%15%20%25%30%35%HydroelectricWind29.4%21.9%Combined-cycleNuclear17.7%12%Solar7%Coal-fired5.2%Fuel-oilandturbo-gasGeothermalandother3.9%2.9%26Description:In2023,renewablesaccountedforapproximately60percentofEnel'snetelectricitygeneration,withhydropowerrepresentingthelargestshare.Amongthetraditionalsources,combined-cyclewasthecompany'smostimportant,withashareof17.7percent.TheItalianmultinationalelectricutilitycompanyisoneofthelargestintheworld.ReadmoreNote(s):Worldwide;2023Source(s):EnelDistributionofIberdrola'snetelectricitygenerationin2023,bysourceIberdrola'selectricityproductionshare2023,bysourceShareofelectricityproduction0%5%10%15%20%25%30%35%35.1%40%CombinedcycleWindonshoreHydro26.3%14.3%14.1%NuclearCogeneration3.6%3.4%3%SolarandotherrenewablesWindoffshoreMini-hydro0.2%27Description:In2023,renewablesaccountedforthehighestshareinIberdrola'snetelectricitygeneration,withwindrepresentingaround30percentoftheshare.Meanwhile,nuclearenergyaccountedfor14percentofthecompany'selectricityproduction.Thatyear,Iberdrola'snetelectricitygenerationsurpassed168terawatt-hours.TheSpain-basedmultinationalelectricutilitycompanyisoneofthelargestintheworld,aswellasoneofthemostprofitable.ReadmoreNote(s):Worldwide;2023Source(s):Iberdrola;DistributionofNextEraEnergy'snetelectricitygenerationin2022,bysourceNextEraEnergy'selectricityproductionshare2022,bysourceSolar6.0%Coal0.8%Oil0.3%Nuclear21.7%Naturalgas45%Wind25.7%28Description:In2022,fossilfuelsaccountedforalittlelessthanhalfofNextEraEnergy'sownedelectricitygenerationmix.Nuclearpowerrepresentedashareof22percent,whilerenewablesources(namelysolarandwind)contributedwitha32percent.Withaninstalledrenewablecapacityofmorethan26gigawatts,U.S.-basedNextEraEnergyisoneofthelargestrenewableenergyproducersintheworld.

ReadmoreNote(s):UnitedStates;2022Source(s):NextEraEnergy;DistributionofEDFGroup'selectricityproductionin2023,bysourceEDF'selectricityproductionshare2023,bysourceOtherrenewables6%Gas6.1%Fueloil1%Coal0.1%Hydropower*9.1%Nuclear77.7%29Description:NuclearpoweristhemainsourceofelectricityforFrenchpowerutilityGroupEDF,accountingformorethanthreequartersofthecompany'sgenerationin2023.Renewablesources,includinghydro,wind,andsolarpower,representedaround15percentofthe467.6terawatt-hoursgeneratedbyEDFthatyear.EDFstandsforÉlectricitédeFrance.ReadmoreNote(s):Worldwide;2023;*Includingpumpedstorage.ReadmoreSource(s):EDFShareofrenewablesinØrsted'sheatandpowergenerationfrom2006to2023Ørsted'sshareofrenewablesinheatandpowergeneration2006-2023100%90%80%70%93%91%90%90%86%75%64%60%50%40%30%20%10%0%50%17%20062016201720182019202020212022202330Description:In2023,renewablesaccountedfor93percentofØrsted'sheatandpowergeneration,upfromashareof50percentreportedin2016.Onedecadebefore,greenenergysourcesrepresentedlessthan20percentoftheDanishcompany'sgenerationmix.ThecompanyisheadquarteredinFredericia.ReadmoreNote(s):Worldwide;2006to2023Source(s):ØrstedCHAPTER

06RenewablecapacityInstalledrenewablepowercapacityofEnelSpAfrom2010to2023(ingigawatts)EnelSpA'sinstalledrenewablecapacity2010-202360504055.553.650.14542.139.238.3136.837.0335.9336.1735.9134.7334.9330201002010201120122013201420152016201720182019202020212022202332Description:EnelS.p.A.reported55.5gigawattsofrenewablepowercapacityinstalledin2023,anincreasefrom53.6gigawattsreportedthepreviousyear.In2023,renewablesources–includingwind,hydro,geothermal,andsolarpower–accountedfor68percentofEnel'sinstalledcapacity.TheItaliancompanyoperatesacrossmultiplecontinents,andisoneofthelargestrenewableelectricityproducersintheworld.ReadmoreNote(s):Worldwide;2010to2023Source(s):EnelInstalledrenewablepowercapacityofIberdrolafrom2016to2023(ingigawatts)Iberdrola'sinstalledrenewablecapacity2016-2023454042.1940.0738.1434.923532.0429.1129.33025201510527.8102016201720182019202020212022202333Description:Iberdrolahadover42gigawattsofrenewablepowercapacityinstalledin2023,upfrom40gigawattsreportedayearearlier.In2023,renewables–includingwind,hydro,andsolarpower–accountedfortwothirdsofIberdrola'sinstalledcapacity.TheSpain-basedutilitygiantservescustomersacrossmultiplecontinents,includingEuropeandNorthandSouthAmericaReadmoreNote(s):Worldwide;2016to2023So