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1、2025?https:/ 2025億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()2?研?EqualOcean?u?2023?-?2034?2231?5065?u?千?務?夠?太?u務?務?2024?150GWh?的?務?u?2030?700GWh?IRA?2025?120GWh?VPP?2030?220GWh?太?確?務?2024?93.5%?UL?CE?IR

2、A?u?務?VPP?+?IRR?30-40%?SaaS?IRR?40%?務?PPA/BOO?301?u?LDES?2030?哥?20%?-?10?-?務?油?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?C O N T E N T S務?務?1.1?1.2?CAGE?1.3?01務?務?2.1?2.2?務?2.3?02?3.1?3.2?3.3?03?4.1?4.2?202

3、5-2030?4.3?務?04億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()4u?2021?-2031?2231?5065?的?務?u?夠?2024?34.4?GWh?22.45?GWh?研?EqualOcean?Extrapolate1.1?20232023-2032031 1?2024?22312389.72564.927592975.33217.8349

4、1.73803.54161.84577.550652021202220232024 2025E 2026E 2027E 2028E 2029E 2030E 2031E?太?IRA?2022?ITC?30%?3kWh?ITC?SGIP?CPUC?kWh?200?NEM?200?/kWh?7500?2024?nyserda?10?500?REPowerEU?2022?5?2030?40%?45%?RED?2023?2030?務?42.5%?45%?2026?6?TSO?2026?6?TSO?NECPs?2024?34.4?GWh22.45GWh?CAGR=8.55%CAGR=8.55%億歐智庫-陽

5、侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?2023?70%?務?u?千?去?IRR?夠?研?EqualOcean?1.1?-?2030?47%?2024?22%?2023?16GW?告70%?務?67%?39%?19%?告?2035?100%?2050?IRR+?+?+?務?+?哥?務?贈?哥?務?&?5億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)

6、億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u 務?研?去?千?務?去?夠2025?400?Wh/kg?務?模?務?模?2024?務務?93.5%?研?u 務?20242024?150GWh150GWh?務?千?務?2.5GW/12.5GWh?去?去?研?研?1.2?務?務?務?務?務?301?2026?2025?65-70GWh?25-30GWh?35%?務?務?夠 2024-2025?24GWh?贈?務?務?研?

7、資?資?資?務?務?務?務?夠2030?45%?V2G?40%?去?IRA?EDF?46?6140.0?196.4?197.9?169.2?140.9?8.7?11.9?11.9?10.6?9.1?32.1?46.1?61.5?63.0?51.8?19.6?29.8?34.8?40.9?45.9?5.0?8.1?8.9?10.4?9.6?9.5?13.2?16.3?16.0?22.4?4.0?5.3?5.5?7.9?19.1?20.3?24.0?25.2?24.2?22.8?5.8?7.4?10.2?11.7?12.6?20202021202220232024?億歐智庫-陽侑(439219)億

8、歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()7u?的?務?u CAGE?CAGE?Distance?Framework?Pankaj?Ghemawat?CAGE?去?Cultural?Distance?Administrative?Distance?Geographic?Distance?Economic?Distance?u?研?1.3?CAGE?CAGECAGE?CAGECAGE?Cu

9、ltural?DistanceCultural?Distance)?)?吐?Administrative?DistanceAdministrative?Distance?Geographic?DistanceGeographic?Distance?2?Economic?DistanceEconomic?Distance?GDPGDP?CAGE?CAGE?導?覆?撐?G GA AE EC Cu CAGE?的?去?去?CAGE?CAGE?盟?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫

10、-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()81.4 務?BMS?/?/?哥?務?研?EqualOcean?/?PCS?EMS?哥?/?VPP?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?C O N T E N T S務?務?1.1?1.2?CAGE?1.3?01務?務?2.1?2.2?務

11、?2.3?02?3.1?3.2?3.3?03?4.1?4.2?2025-2030?4.3?務?04億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()10u?2024?3,806?MW?2025?38?GWh?IRA?ITC?FERC?務?9,920?MW?4,832?MW?研?套?EqualOcean?2.1.1?研?研(2017(2017-2024)2024)?

12、288381577143435231089187401527064577810573575479812181259803795020172018201920202021202220232024MW?(?)MWh?(?)?2024?9?9,920?MW?.?4,832?MW?2024?5,500%?IRAIRA?ITCITC?的?30%?PTCPTC?0.52.6?10%?&?&?22222222?FERC?Order?2222FERC?Order?2222?DERDER?FERC?2222尼?DER?2222尼?RTO?盡?DER?太?夠?夠?千?千?2030?15?2045?54.2?203

13、0?6?2025?1?2024?務?1,893?2023?0.56?560?務2023?0.36?360?2023?260?20?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()11u?尼?u?PPAPPA?盡?油?VPPVPP?研?EqualOcean?2.1.1?愿?愿?PPAPPA?PPA?+?務?PPA?CAISO?ERCOT?吐?VPPVPP?DERs

14、?+?VPP?盡?10.6kWh?17.7kWh?油?盡?PPA?VPP?PPA?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()12u?u FERC?841尼?1,825MW?3,000MW?盡?UL?9540?NFPA?855?u?2024-2025?研?EqualOcean?2.1.1?去?HESS?油?LDES?10?-?-?100?去?CAES?哥?F

15、ERC?841FERC?841?RTOs?ISOs?覆?夠?UL?1973UL?1973?NFPA?855NFPA?855?油?Frequency?Regulation?Voltage?Support?RTOs?ISOs?太?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()13u?u?30%?u?研?EqualOcean?研?2.1.2?20242024?MWM

16、W?封?封?2019?2024?92%?35%?192%?341?217?96,000?封?封?夠?30%?Northvolt?60?GWh?46?贈?30%?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?u?30%?150?研?EqualOcean?2.1.2?IESO?BESS?油?務?確?LDES?/?Skyview?2?412.72MW?務?390

17、MW?IESO?務?2030?Grey?Owl?400MW?務?380MW?IESO?務?Fitzroy?250MWIESO?務?Trailroad?150MWIESO?務?Elora?200MWIESO?務?/?Rosyth?200MW/800MWh?務?夠2026?Sweetgrass?+?400MW?+?150MW/300MWh?務?夠2028?Jumbo?+?200MW?+?75MW/150MWh?eReserve4?/?6?20MW/35MWh?WindCharger?+?10MW/20MWh2020?14億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(4

18、39219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()15u?IESO?u?AESO?太?研?EqualOcean?2.1.2?去?夠?去?夠?CEC?CSA?N299?盡?覆?CCUS?封?夠?夠?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫

19、-陽侑(439219)?盟?研?()16u Fluence?Tesla?Energy?務?u 務?研?EqualOcean?2.1.3?務?務?務?去?去?務?Long-Duration?Energy?Storage,?LDES?Natron?Energy?千?千?封?Ford?LFP?BYD?的?確?Natron?Energy?務?UL?CSA?UL 9540?UL 9540A?NFPA 855?CSA?封務?封務?Sandia?NREL?盡?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)

20、億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()17u Fit?for?55?2021?7?2030?1990?55%?u?European?Green?Deal?2050?務?研?EqualOcean?2.2?務?2026?1.?ETS2?2.?CBAM?2027?吐?2027-2032?20352035-20402040?20232023-202520252023?1.?Fit?for?55?夠?映?2.?CBAM?2023?10?1?-2025?12?31?盟?告?2026-2030?2024?1.的?

21、ETS?ETS?盡?2.?吐?SCF?務?2025?2025?CBAM?2026?映?2030?1.?1990?55%?2.?42.5%?10%?3.?2035?2035?2040?夠?務?2050?務?2050?務?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()?18?研?EqualOcean?2.2?務?EcotricityEcotricityOctopu

22、s?EnergyOctopus?EnergyIntelligent?Land?Intelligent?Land?InvestmentsInvestments?GroupGroup?Kraken?盡?夠?2030?10?ILI Group?PSH?盡?4.7GW?N e t-Zero?ESSESS?Octopus Energy?Highview?PowerHighview?PowerZenobe?EnergyZenobe?EnergyEcotricity?盡?盡?10MW?夠?LAES?Carrington?UK Infrastructure Bank?Centrica?3?300?MWh?50

23、?MW?6?2026?Blackhillock?200?MW?/?2?的?300MW?15?1.7?Zenobe Energy?吐?ESS?Highview Power?Zenobe Energy?盡?ESO?夠?夠?的?夠?u?去?千?Highview?Power?Zenobe?Energy?u?務?LCOE?u?JV?+?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?

24、盟?研?()u?EEG?2000?EEG?研?u?2024?9?1.8?GWh?30%?夠?2030?80%?研?EqualOcean?2.2.1?EEG?P2G?KfW?4.75%?太?2025?太?盟?千?夠?3kWh?1kWh?100?30kWh?+?千?1?夠?1?100?MWh?40%?夠?7,500?+?19,000?導?19億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(43

25、9219)?盟?研?()u?覆?u?盡?Sonnen?Viessmann?E.ON?RWE太?Tesla?務?盡?EqualOcean?2.2.1?EEG?2023?+?30%?務?1.2%?EEG?+?EEG?2023?油?2030?40%?研?EEG?2023?+?贈?2023?37.3?+?的?的?EEG?2023?2035?夠?勒100%?稅?盡?盡?Sonnen?Viessmann?Tesla?Powerwall?E.ON?RWE?的?20億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(43921

26、9)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()21u?EU?務?u?模?研?EqualOcean?2.2.1?/?DIN?IEC?VDE?CE?CE?CECE MarkingMarking?CE?CE?EEA?CE?EUEU?2023/15422023/1542?2023?8?17?CE?太?DINDIN?DIN?DIN?IECIEC?IEC?IEC?62619?研?BattGBattG?BattG?Batteriegesetz?2025?去?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)

27、億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?2024?12?2030?夠?Clean?Power?2030?u 務?盟?研?EqualOcean?2.2.2?Cap?and?Floor?9.6GW?務5GW?的?ECO?50,000?夠?夠2030?夠?2024?12?2030?夠?Clean?Power?2030?1?的?2?3?務?Ofgem?2030?22億歐智庫-陽侑(439219)億歐智庫-陽侑(439

28、219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?u?盡?太?哥?VPP?EqualOcean?2.2.2?務?National?Grid?ESO?盟?務?油?PPA?的?Harmony?EnergyHarmony?EnergyGore?Street?CapitalGore?Street?CapitalFluenceFluence?BESS?Pillswood?Leighton?Buzzard?盡?吐?吐?的?

29、吐?23億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?2023?u?油?太?ESO?研?EqualOcean?2.2.2?盡?盡?盡?研?20232023?ESS?模?油?PAS?63100:2024?BMS?群?24億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(43

30、9219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u 2024?9?夠?PNIEC/NECP?2023?-2030?2030?20GW?22.5GW?夠?2030?81%?48%?u?2023?-2024?2024?45%?56%?務?23%?17%?研?EqualOcean?2.2.3?2024?12?45?1.564?務1.5?2820MWh?690.2MW?648?88.35MW?591.27MWh?2023?7?2.8?夠?2024?12?千-?ICECYL?Financia?夠?746?1.

31、32?7.5?夠?2024?11?PICASSO?夠?BESS?25?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()26u?夠?夠?夠?確?2.2.3?2024?9?夠?PNIEC/NECP2023-2030?贈?贈?夠?務?夠?夠?2030?夠?1.62?務3?2.76?3.4.8?4.1.4?1.?2030?22.5?2.?3.?2940?85%?15%?

32、1.40%?2.29%?3.18%?4.12%?1.?2025?2030?2.?43?52.2?3.?2.5%?4.?6000?群?2030?1990?23%?32%?2030?務?48%?務?81%?44%?10?49%?900?1.?夠?550?2.?2024?12?千-?ICECYLFinancia?1.?夠?1.32?PICASSO?2024?12?45?1.564?務1.5?35?1.?2820MWh?690.2MW?2.648?10?3.?88.35MW?591.27MWh?2023?7?夠?2.8?1.?務?1.5?757MW/3GWh?2.?3000?1 2 4 M W?590

33、MWh?3.?1?7.5?贈?夠?撐?撐?夠?贈?2022?12?PERTEERHA?夠?40%-65?PICASSO?夠?RedElctrica de Espaa?BESS?BESS?研?EqualOcean?務?盟?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()27u?u 2023?1.6?夠?務?65%?2026?2024?1.564?45?779MW?

34、2.2.3?夠?2030?20GW?22GW?81%?2025?8.6GW?2030?22GW?夠?10%?務?60%?30%?10%?2025?/?15%?4?2?千?6.2GW?哥?+?千?4.8GW?+?2023-2026?4.2?CAPEX?30-65%?務?30%?撐?45%?6000?65%?千?千?10?25%?2024?盟?4.3?/MW/?15?務?0.02?/kWh?研 RD 960/2020?2024?3?2GW?務?盟?180?/kWh?3?務?50%?8?油?Extresol?14?愿?千?20%?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-

35、陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?千?FiT?夠?LSS?NEM?GTFS?研務?u?千?RE?2025?31%?2035?40%?2050?70%?2.3.1?務?務?FiT?2011?FiT?盟?2021?1,445MW?夠?GTFS?2010?2%?60%?2023?50?NEM?夠2019?1:1?2023?2,300MW?LSS?夠2016?LSS3?2019?務?0.1777?/kWh?LSS4?20

36、21?823MW?夠?CRESS?2024?9?90?2008?2021?1023?2,400MW?944MW?108MW?2013?8,000?2020?50%?AirTrunk?研務?1?研務?STMicroelectronics?2024?千?務?28億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()29u?千?ESaaS?盡?IPPs?哥?VPP?u ES

37、aaS?AirTrunk?Pekat?Solar?研務?EVE?21700?哥?太?LSS?2025?20%?Petronas?ADNOC?Storegga?2.3.1?千?愿?千?愿?千?千?油?ESaaS?VPP?ESaaSESaaS?哥?油?油?AirTrunk?盡?Pekat?Solar?研務?1?油?千?盡?Petronas?盡?ADNOC?Storegga?盡?千?IPPsIPPs?EVE?盡?21700?NMC?LSS?2025?20%?研務?VPPVPP?研?Cenergi?千?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-

38、陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()30u?千?Energy?Commission,?EC?ESS?400MW/1,600MWh?BESS?夠2026?u?千?去?Malaysian?Grid?Code?千?UL?9540?UL?9540A?NFPA?855?u?千?BYD?AES?盡?Tesla?BESS?千?2.3.1?千?千?千?千?AES?CorporationAES?Corporation?千?千?千?千?夠?2024?12.5GWh?A

39、ES?告?哥?的?千?夠?Megapack?吐?吐?BESS?千?千?千?吐?EC?ESS?2024?12?EC?400MW/1,600MWh?BESS?RFQ?100MW/400MWh?2026?EC?千?去?Malaysian?Grid?Code?ESS?去?ESS?務?千?UL?9540?ESS?UL?9540A?NFPA?855?ESS?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽

40、侑(439219)?盟?研?()u?千?5?BESS?夠?務?u?2.3.2?13億印尼鎳礦資源儲量約13億噸，探明儲量6億噸，主要分布在馬露古群島、南蘇拉威西省、東加里曼丹省和巴布亞島23%印尼政府設定了到2025年實現23%能源來自可再生能源的目標。為應對電網穩定性問題，電池儲能系統（BESS）的需求大幅提升。20%印尼政府大力推動電動汽車項目的發展，計劃2025年有20%的電動汽車在本土生產，對儲能產品需求大增。23%印尼政府設定的目標是到2025年和2050年可再生能源分別占總發電量的23%和31%。這也對儲能市場的發展帶來了巨大需求。31%印尼減排目標是到2030年自行減排31.89

41、%，或在國際支持下減排43.2%。23%根據印尼政府的2014年國家能源政策到2025年，新能源和可再生能源裝機容量占比至少23%8%印尼工業電價比中國低11，電池制造總成本比中國低8，具有較強的市場競爭力。10108印尼計劃太陽能光伏發電量（KGW）20252030E4060100印尼計劃電動汽車生產量（萬輛）20252030E2035E?20252025-20342034?夠?夠?RUPTLRUPTL?RUPTL?夠?2034?71?GW?務?70%?49.7?GW?17?GW?16?GW?5?GW?夠?Kalimantan?Sulawesi?100?/?bpd?21?400?覆?的?31

42、億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()32u?千?哥?務?研?2.3.2?千?愿?千?愿?千?千?千?千?千?的?夠?Megapack?AES?告?務?1.4?GW?務?盡?哥?5MW?PLN?夠?PT?United?Tractors?盡EPN?1.2?MWp?稅?15GWh?盡?IBC?務?去?CATL?盡?夠?2027?11.8?夠?15?GWh?

43、億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()33u?TKDN?2024?20%?15%?20%-29%?1MW?100%?1MW?10?SNI?10MW?10%?SKD?10%?u?千?PHES?BESS?TES?Upper?Cisokan?1040MW?2025?Matenggeng?Grindulu?夠?BESS?油?PLN?5MW?夠?250MW?TE

44、S?Wayang?Windu?2.3.2?千?千?PHESPHES?1040?MW?2025?夠?886?MW?Grindulu?1040?MW?BESSBESS?PLN?IBC?5?MW?BESS?夠?250?MW?礦?Cirata?BESS?TESTES?Wayang?Windu?227?MW?千?千?2024?20%?15%?20%-29%?50%?1?MW?100%?1?MW?10?64.5?SNI?5?10?10?MWh?AMDAL?1218?10%?2025?10%?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(43921

45、9)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()34u?2024?685MWh?29%?務70%?BESS?務?篩?篩?PROINFA?RenovaBio?篩?2025?91%?2040?18.2GW?12.8%?470?70?研?EqualOcean?2.3.3?kWhkWh?去?夠?夠?2030?300?500?6.7?2025?91%?2030?28%?2025?2024?685?MWh?29%?269?MWh?BESS?務?70%?Absae?2030?470?千?7

46、0?2040?18.2?GW?CELA?12.8%?2040?7.2?GW?495?515?523?508?592?602?616?639?664?690?718?746?54?55?59?56?53?61?58?58?58?58?59?59?48?56?57?72?82?70?84?89?94?99?104?109?3?7?11?17?30?33?37?47?57?69?82?97?389?398?396?363?427?437?437?446?454?463?472?481?20182019202020212022202320242025E2026E2027E2028E2029E?億歐智庫

47、-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()35u?哥?哥?EaaSEaaS?務?稅?2.3.3?愿?愿?Unicamp?CampusGrid?1 1?565?kW?565?kW?PVPV?2 2?1?MW/1.27?MWh?1?MW/1.27?MWh?BESSBESS?3 3?250?kVA?250?kVA?Atlas?Renewable?Energy?Arcel

48、orMittal?ArcelorMittal?盡?愿?Paracatu?夠?264.6?264.6?MWacMWac?Luiz?Carlos?千?盡?夠?千?Xaru?940?940?50%?50%?EaaS?UtilityUtility-Scale?Energy?Storage?AuctionsScale?Energy?Storage?Auctions?盡?Vale?Green?Energy?Park?GEP?確?的?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(43921

49、9)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()36u?ANEEL?2024?夠?u?務?BESS?2024?269?2023-2025?夠?2024?2.3.3?BESSBESS?研?盡Greener?盟?2024?269?2023?29%?685?務?70%?BESS?撐?務?2023?2023-2025?夠?2025?2030?2035?2024?8?太?ANEEL?1 1?2 2?確?3 3?撐?Aggregator?Public?ConsultationsPublic?Consultations?1 1?ACRACR?盡?2

50、 2?ACLACL?2024?1?A?ACLACL?盡?盡?1?Technical?Feasibility?Assessments?2?夠?Operational?Responsibilities?務?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()37u?2030?夠?2030?100?130?GW?務?40GW?16GW?2.7GW?50%?2022?0.4

51、GW?2%?NREP?NEOM?*?300MW?績?400MW?Al?Shuaibah?2,060MW?*?1GWh?研?研?EqualOcean?2.3.4?kWhkWh?20302030?Vision?2030Vision?2030?夠?2030?100?130?GW?務?40?GW?16?GW?CSP?2.7?GW?2030?夠?50%?50%?2022?0.4?GW?2%?160210210830830801882101311471313150917261010101010101010101010102018201920202021202220232024 2025E 2026E 20

52、27E 2028E 2029E?夠?NREP?夠?NREP?夠?2030?2030?夠?夠?NEOM?NEOM?5000?5000?模?務?300300?MWMW?2018?2525?績?績?400400?MWMW?Al?Shuaibah?2022?11?Al?Shuaibah?2,0602,060?MWMW?2025?夠?夠?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)

53、?盟?研?()38u?u?Microgrid?模?Solar-Plus-Storage?Systems?哥?Grid-Side?Energy?Storage?Bisha?Green?Hydrogen?Production?with?Integrated?Storage?NEOM?Thermal?Energy?Storage,?TES?太?AMAALA?u?2030?2.3.4?愿?愿?模?1?GWh?2021?12?ACWA?Power?13.3?SolarSolar-PlusPlus-Storage?Storage?SystemsSystems?號?2030?50%?Bisha?2000?M

54、Wh?500?MW?NEOM?NEOM?Air?Products?ACWA?Power?夠?3.9?GW?600?84?2026?25?Thermal?Energy?Storage,?TESThermal?Energy?Storage,?TES?AMAALA?模?務?AMAALA?2027?模?160?MW/760?MWh?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟

55、?研?()39u?u?哥?20?GWh?務?u?務?ACWA?Power?盡?SEC?千?Hithium?MANAT?Saudi?Aramco?盡?的?導?ACWA?PowerACWA?Power?盡?盡?SECSEC?千?千?HithiumHithium?MANATMANAT務?Hithium?MANAT?2024?10?Hithium?MANAT?夠?5?GWh?TeslaTesla?Megapack?Saudi?Saudi?AramcoAramco?盡?Ma?aden?Lihytech?2027?2.3.4?告?夠?NREP?2030?2023?PIF?100%?盡?PPP?100?千?

56、26.7?IKTVA?夠?30%-40%?SCADA?SEC?WERA?導?SASO?IEC?SEC?Grid?Connection?and?CapacityGrid?Connection?and?Capacity?EIA?盟?3?6?模?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()40u?的?的?20252025?859.4859.4?20302030?5

57、7.457.4?LCOSLCOS?務?研?EqualOcean?研2.3.5?20302030?20502050?2050?50%?70%?40%?30?1600?2023?8.3%?2030?30%?20502050?75%?夠?136?務?愿?2030?5?GW?20502050?2050?務?務?Al?Dhafra?5?2023?16?Noor?Abu?Dhabi?1.17?100?05010015020025030035040020002001200220032004200520062007200820092010201120122013201420152016201720182019

58、2020202120222023?0.703.105.5082530?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()41u?+?CSP+?哥?撐?哥?u?Masdar?5.2?GW?+19?GWh?CSP+?700?MW?CSP?Themar?Al?Emarat?哥?BESS?Masdar?Masdar?150?u?哥?油?Enviromena?800?kWp

59、?-?2.3.5?愿?愿?+?Masdar?5.2?GW?19?GWh?BESS?夠2027?1?GW?務?務?+?CSP?Noor?Energy?1?CSP?700?MW?15?Masdar?務?19?GWh?務?CSP+?(?油?)?Masdar?1?1?GW?+?+?2030?模?BESS?油?Enviromena?Yassat?600?kWp?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智

60、庫-陽侑(439219)?盟?研?()42u?覆?RSB?DOE?ADGM?DIFC?盡?100%?IP69K?2026?CBAM?REC?u?BESS?TES?Pumped?Hydro?Storage?1.?5.2GW?+?19GWh?2.?NaS?NaS?3.?600MW?2.3.5?去?去?BESSBESS?油?5.2?GW?+?19?GWh?NaS?108?MW?/?648?MWh?Thermal?Energy?Thermal?Energy?Storage,?TESStorage,?TES?Mohammed?bin?Rashid?Al?Maktoum?Solar?Park?Pumped

61、?Hydro?Pumped?Hydro?StorageStorage?油?Hatta?Pumped-Storage?Hydroelectric?Project?RSBRSB?DOEDOE?盡EWEC?EWEC?100%?告?ADGM?DIFC?100%?告?50C?IP69K?25%?MWh?5?封?封?CBAMCBAM?2026?CBAM?研?RECREC?REC?MWh?0.2?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐

62、智庫-陽侑(439219)億歐智庫-陽侑(439219)?C O N T E N T S務?務?1.1?1.2?CAGE?1.3?01務?務?2.1?2.2?務?2.3?02?3.1?3.2?3.3?03?4.1?4.2?2025-2030?4.3?務?04億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?C C?務?Cultural?Distance?覆?u

63、?A A?3.1?CAGE?文化距離（C-Cultural Distance）?油?吐?吐?太?贈?撐?1 1?吉?務?務?2 2?告?千?3 3?吐?行政距離（A-Administrative Distance）?1 1?務?務?2 2?告?務?告?3 3?資?千?44億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()45u?G G?去?模?撐?u?E E?3.

64、1?CAGE?私營企業在出海過程中日益重要，數量和規模顯著增長。根據數據顯示，從2006年到2020年，中國對外非金融類直接投資存量中，非國有企業的占比從19%上升至53.7%，已超過國有企業，表明私營企業已成為中國企業出海的主力軍。地理距離（G-Geographic Distance）?務?&?務?LPI?模?屬?&?私營企業在出海過程中日益重要，數量和規模顯著增長。根據數據顯示，從2006年到2020年，中國對外非金融類直接投資存量中，非國有企業的占比從19%上升至53.7%，已超過國有企業，表明私營企業已成為中國企業出海的主力軍。GDP?%?GDP?$?$Billion?+?務?%?$/

65、kWh?%?套?$Billion?1 1?1%?GDP?5000$?5?Billion$?3%?GDP?20000$?50?Billion$?0.15$/kWh?1 1?務?務?務?2 2?告?告?3 3?模?經濟距離（E-Economic Distance）億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()46?研?EqualOcean?3.2?CAGE?u?C

66、AGE?千?千?u?導?撐?千?模?千?千?千?千?C C?2?1.5?2?2?2.5?3?3?2?A A?2?2.5?2?2?2.5?2?2?2?G G?3?1.5?2?2?3?2?3?3?E E?3?2?2?2.5?2.5?3?3?2?0123?C?篩?A?銳?G?E?3?千?2?務?2?-2.5?千?3?千?1.5?3?務?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219

67、)?盟?研?()47?研?EqualOcean?3.2.1?C?C?C?C?-?Cultural?DistanceCultural?Distance?2 2?A?A?篩?篩?A?A?-?Administrative?DistanceAdministrative?Distance?2 2?G?G?銳?銳?G?G?-?Geographic?DistanceGeographic?Distance?3 3?E?E?E?E?-?Economic?DistanceEconomic?Distance?3 3?研?研?千?2023?千?告?千?吐?吉?務?吐?吐?吐?千?愿?SEDA?FiT?千?愿?NETR

68、?千?愿?MyRER?NETR?BESS?吐?Suruhanjaya?Tenaga,?ST?SEDA?太?盡?TNB?贈?夠贈?夠?千?贈?研?研?務?千?務?務?研?研?千?務?千?模?模?千?模?千?GDPGDP?GDP?GDP?研?千?2024?GDP?4%?5%?2023?千?GDP?13,382?2024?務?研 Tenaga?Nasional?Berhad?(TNB)?千?吐(Suruhanjaya?Tenaga,?ST)?研?2024?千?0.12-0.15?$/kWh?31%35%40%50%65%2025E2030E2035E2040E2045E?愿?夠?愿?夠301.263

69、19.11358.79 365.18337.46373.83407.03 399.65419201620172018201920202021202220232024?GDP(GDP(?)3.593.433.223.6253241262014201620182023?C C?2 2?告?吉?G G?3 3?A A?2 2?告?模?務?E E?3 3?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-

70、陽侑(439219)?盟?研?()48?研?EqualOcean?3.2.2?C?C?C?C?-?Cultural?DistanceCultural?Distance?1.51.5?A?A?篩?篩?A?A?-?Administrative?DistanceAdministrative?Distance?1.51.5?G?G?銳?銳?G?G?-?Geographic?DistanceGeographic?Distance?2.52.5?E?E?E?E?-?Economic?DistanceEconomic?Distance?2 2?千?絡?2023?千?務?吐?吐?千?吐?務?吉?務?吐?吐?吐

71、?千?夠?2025?23%?贈?模?千?務?務?千?告?贈?贈?千?贈?務?2024?千?1194.5?2029?1525.4?5.01%?模?模?千?千?務?去?千?夠?60?千?夠?2025?23%?千?告?千?5?千?千?ETMCP?研?研?860.85931.881,015.62 1,042.271,119.101,059.051,186.511,319.08 1,371.171,439.0020152016201720182019202020212022202320243333536346632014201620182023?C C?1.51.5?吉?告?吐?模?G G?1.51.5

72、?模?撐?A A?2.52.5?模?告?E E?2 2?告?GDP(GDP(?)?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()49?研?EqualOcean?3.2.3?C?C?C?C?-?Cultural?DistanceCultural?Distance?2 2?A?A?篩?篩?A?A?-?Administrative?DistanceAdministr

73、ative?Distance?2 2?G?G?銳?銳?G?G?-?Geographic?DistanceGeographic?Distance?2 2?E?E?E?E?-?Economic?DistanceEconomic?Distance?2 2?2024?吐?吐?吐?吉?吐?吐?ANEEL?夠?2025?5?2025?6?ANEEL?夠?2025?5?夠?2025?6?贈?贈?告?贈?贈?2024?9?ANEEL?2?100?7.88?千?1.40?2023?務?17.3?33%?務72%?5?38?研?2024?-?2024?10?務?89.21%?務?57.46%?13.89%?9.0

74、3%?2.05%?2024?269MWh?685MWh?務70%?研?研?1,802.21 1,795.692,063.511,916.93 1,873.291,476.111,670.651,951.922,173.672,250.0020152016201720182019202020212022202320242.942.992.993.2655556512014201620182023?GDP(GDP(?)?C C?2 2?吐?吉?告?G G?2 2?告?務?A A?2 2?2025?告?E E?2 2?對?5?380?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智

75、庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()50?研?EqualOcean?3.2.4?C?C?C?C?-?Cultural?DistanceCultural?Distance?2 2?A?A?篩?篩?A?A?-?Administrative?DistanceAdministrative?Distance?2 2?G?G?銳?銳?G?G?-?Geographic?DistanceGeographic?Distance?3

76、3?E?E?E?E?-?Economic?DistanceEconomic?Distance?2.52.5?吉?吐?去?務?吉?夠?吉?吉?導?盡?SEC?2018?Net?Metering?盡?務?2030?50%?贈?贈?SIDF?2025?1?500?/2000?122?務?千?Red?Sea?Project?1GWh?號?2024?屬?3.21?14.45%?2022?2021?30%?0.026?/?夠?夠?20302030?6060?夠?夠?20232023?500500?盡?EDF?盡?C C?2 2?吉?告?務?G G?2 2?2030?模?A A?2 2?屬?E E?2.52

77、.5?夠?500?對?研?研?C C?2 2?吉?告?務?G G?2 2?2030?模?A A?2 2?屬?E E?2.52.5?夠?500?對?669.48666714.99846.58838.56734.27874.161,108.57 1,067.58 1,083.0020152016201720182019202020212022202320243.153.163.013.2495255382014201620182023?GDP(GDP(?)?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439

78、219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()51?研?EqualOcean?3.2.5?C?C?C?C?-?Cultural?DistanceCultural?Distance?2.52.5?A?A?篩?篩?A?A?-?Administrative?DistanceAdministrative?Distance?2.52.5?G?G?銳?銳?G?G?-?Geographic?DistanceGeographic?Distance?3 3?E?E?E?E?-?Economic?DistanceEco

79、nomic?Distance?2.52.5?吐?吉?吐?夠?2050?2050?務44%?Noor?Abu?Dhabi?愿?Ministry?of?Energy?and?Infrastructure?2050?對?贈?贈?贈?贈?模?2022?4.5%?2024?200.3?撐?6.55%?2029?275.1?2022?2021?60%?0.026?/?2050?2050?44%?盡Masdar?夠?2030?100?研?研?GDP(GDP(?)370.28369.26390.52427.05417.99349.47415.18502.73514.13545.0520152016201720

80、182019202020212022202320243.543.943.963.89271311172014201620182023?C C?2.52.5?吐?吉?G G?3 3?A A?2.52.5?模?的?E E?2.52.5?夠?100?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()52?研?EqualOcean?3.2.6?C?C?C?C?-?Cult

81、ural?DistanceCultural?Distance?3 3?A?A?篩?篩?A?A?-?Administrative?DistanceAdministrative?Distance?2 2?G?G?銳?銳?G?G?-?Geographic?DistanceGeographic?Distance?2 2?E?E?E?E?-?Economic?DistanceEconomic?Distance?3 3?吐?吉?吉務?吐?吐?吐?模?告?模?映?告?告?告?告?務?贈?贈?贈?千?3kWh?500?務?務?務?務?研?研?務?模?研?吐?研?2024?40.92?3.13?2022?撐?K

82、fW?的?100%?2.3%?研?研?GDP(GDP(?)?335.8347369.08405.25 395.72 394.01434.83 416.36452.57 466.1220152016201720182019202020212022202320244.14.234.314.14.11112220142016201820222023?C C?3 3?吐?吉?G G?2 2?務?務?A A?2 2?模?告?模?E E?3 3?GDP?50,000?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(43

83、9219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()53?研?EqualOcean?3.2.7?C?C?C?C?-?Cultural?DistanceCultural?Distance?3 3?A?A?篩?篩?A?A?-?Administrative?DistanceAdministrative?Distance?2 2?G?G?銳?銳?G?G?-?Geographic?DistanceGeographic?Distance?2 2?E?E?E?E?-?Economic?DistanceEconomic

84、?Distance?3 3?研?研?太?吐?吐?2030?95%?REMA?太?贈?贈?務?務?務?務?務?IFA1?&?IFA2?2023?LPI?3.99?10?模?0.14-0.18$/kWh?0.26$/kWh?2024?3.5GW?2023?25%?套?GDP(GDP(?)?28902,6502,6202,8302,8572,7053,1223,0903,3403,380201520162017201820192020202120222023202420142016201820222023?C C?3 3?吉?吐?G G?3 3?模?A A?2 2?模?告?E E?3 3?億歐智庫-

85、陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()54?研?EqualOcean?3.2.8?C?C?C?C?-?Cultural?DistanceCultural?Distance?2 2?A?A?篩?篩?A?A?-?Administrative?DistanceAdministrative?Distance?2 2?G?G?銳?銳?G?G?-?Geographic?Di

86、stanceGeographic?Distance?3 3?E?E?E?E?-?Economic?DistanceEconomic?Distance?2 2?2023?吐?吐?吐?吉?務?吐?贈?2.8?告?模?映?告?告?告?務?贈?贈?贈?1.5?1.5?3000?務?務?2024?739.4?2029?925.2?4.59%?2024?56.8?2029?93.3?10.47%?千?2023?11GW?務6.5GW?2022?14?告?2024?9.3GW?18%?盟?PPA?2030?12GW?研?研?12961,3421,3961,4501,4301,2801,4351,5101,5

87、771,7242015201620172018201920202021202220232024333.13.23.3252523222020142014201620182022?C C?2 2?吐?吐?告?G G?3 3?模?A A?2 2?模?告?務?E E?2 2?告?GDP(GDP(?)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()55u?油?務?研?E

88、qualOcean?3.3.1?1 1?2 2?85?90%?3 3?ToUToU?務?=?=?油?油?-?O&MO&M?IT?告?CapEx?盟?美國 PJM適用市場德國 EEX英國 NGESO?PJMPJM?30$/MWh?油?100$/MWh?70$/MWh?100MWh?100MWh?365?80%?=?29,200?MWh?=?70$/MWh?29,200MWh?=?204?=?-?=?204?-?45?=?159?CAPEX?映?100MWh?150$/kWh?=?1,500?OPEX?2%?CAPEX?=?30?10?/?5?/?OPEX?=?45?/?(PBP(PBP)=?映?

89、/?=1,500?/?159?9.4?IRRIRR?10-12%?盟?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?VPP?DERs?ESS?IoT?AI?VPP?務?3.3.2?/?/?Ancillary?ServicesAncillary?Services?FCR?AGC?務?Demand?ResponseDemand?Response?VPP?Cap

90、acity?Market?PaymentsCapacity?Market?Payments?VPP?Value?StackingValue?Stacking?CapExCapEx?IT?研?OpExOpEx?研?O&M?VPP務?VPP?適用市場德國英國?10,000?5-10?kWh?7.5?kWh?VPP?VPP?=?10,000?7.5?kWh?=?75?MWh?40$/MW-day75?MW?40$/MW?365?=?1,095?/?=?1,095?-?50?=?1,045?VPP?500?&?IT?300?&?50?/?PBPPBP=800?/?1,045?0.8?IRRIRR?30

91、-40%?/?/?TSO/DSOTSO/DSO?盟?盟?VPP?/?/?澳大利亞?VPPVPP?研?研?56億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()?57uPPAPPA?盡?10?25?3.3.3?美國工業園區適用市場歐洲數據中心日本大型工廠?100MWhPPA?90$/MWh?85%?100MWh?365?85%?90$/MWh?=?279?=?279

92、?-?43?=?236?CAPEXCAPEX?100MWh140$/kWh=1400?OPEXOPEX?=?2%?CAPEX?=?28?/?=?5?/?=?10?/?OPEX?=?43?/?PBP?PBP?=?1,400?/?236?5.9?IRR?IRR?15-18%?PPA?PPA?模?PPA?Fixed?Capacity?PaymentsFixed?Capacity?Payments?MW?MWh?PPA?Energy?PaymentEnergy?Payment?+?CapExCapEx?EPC?OpExOpEx?PerformancePerformance-Based?Incentiv

93、esBased?Incentives?研?1?Round-Trip?Efficiency?2?3?Ancillary?Services?Ancillary?Services?RevenueRevenue?PPA?ITC?MACRS鹽?告?Battery?Battery?Degradation?CostDegradation?Cost?2?3%?務?Debt?ServiceDebt?Service?務?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(

94、439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()?u?SaaS,?Storage-as-a-Service?務?3.3.4?數據中心適用市場制造業電動汽車充電站?50MWh?15?/kW?=?50MW?15$/kW?12?=?900?=?900?-?28?=?872?CAPEX?50MWh?150$/kWh?=?750?OPEXOPEX?=?2%?CAPEX?=?15?/?=?5?/?=?8?/?OPEX?OPEX?=?28?/?PBP?PBP?=?750?/?872?0.9?IRR?IRR?40%+?$/kW?$/kWh?研?SLA?SaaS?10?3

95、0%?CapExCapEx?EPC?OpEx?IT?盟?+?哥?哥?SaaSSaaS?VPP?RECs?Financing?CostsFinancing?Costs?SaaS?5?7?58億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?C O N T E N T S務?務?1.1?1.2?CAGE?1.3?01務?務?2.1?2.2?務?2.3?02?3.1?3.2?3.3

96、?03?4.1?4.2?2025-2030?4.3?務?04億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?研?研?IEA?EIA?BNEF?CNESA?IRA?Fit?for?55?夠?研?EqualOcean?研4.1?主要國家儲能裝機預測?哥?哥?哥?哥?哥?哥?2025?120?GWh?2030?250?GWh?2025?90?GWh?2030?22

97、0?GWh?務?2025?150?GWh?2030?260?GWh?2025?30?GWh?2030?100?GWh?VPP?封?封?VPP?IRAIRA?30%?ITC?VPP?哥?的?2030?250?GWh?Fit?for?55Fit?for?55?夠?夠?2030?55%?VPP?2030?220?GWh+?務?務?務?夠?務?夠?2030?260GW?哥+?哥?千?千?PPA?確?的?Hydrogen?Energy?StorageHydrogen?Energy?Storage?2025-2028?LDES?2030?哥?SIBSIB?2024-2026?30%?哥?千?去?夠?203

98、0?哥?20%+?60億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?FERC?2222?VPP?務?千?盟?研?EqualOcean?研4.2?IRAIRA?贈?贈?30%ITC?贈?PJM?ISO-NE?CAISO?2025?60GW?IRR?2-3%?FitFit forfor 5555?VPPVPP贈?贈?27?2030?55%?贈?VPP?VPP?

99、2024?VPP?25-30%?2030?220 GWh?務VPP?35%?務?夠?務?夠?夠?2021-2025?2025?150?GW?2030?260?GW?贈?+?+?油?哥?IRR?務?油?2025?的?20%?IRR?3-5%?千?千?千?哥?IRR?10-13%?PPA?贈?2025?10?GW?FERC2222FERC2222?DERs?尼?贈?務?務?2023?+?哥?油?的?20%?哥?盟?盟?盟?IRRIRR?務?+?贈?20%?FCR?aFRR?FFR?2025?4.5GW?2025-2028?+?哥?IRR?5-8%?哥?IRR?13-16%?2024-2026?FE

100、RC2222?哥?IRR?8-10%?12-15%?務?務?的?IRR?10-12%?各國電力市場改革與補貼機制61億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?千?務?研?EqualOcean?研4.3?IRAIRA?30%?ITC?告?2025?40%+?FTA?2030?80%?FERC?2222FERC?2222?吐?吐?DERs?NEVI?NEV

101、I?夠?夠?UL?9540?NFPA?855?CEC?吐?資?千?FTA?GDPR?GDPR?研?研?覆?研?GDPR?IEC62619?CE?盡?BMS?EMS?Fit?for?55Fit?for?55?夠?夠?20212021?2030?55%?VPP?CECE?IEC?IEC?CE?IEC?62619?20232023?20-30%?20242024?千?千?20232023?夠?夠?夠?2025?500?MW?PPA?名?SIRIM?千?SIRIM?EGAT?盡?EGAT?千?ANEEL?ANEEL?CENACE?務?千?2023?PPA?2024?夠?BOO?62億歐智庫-陽侑(43

102、9219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()u?哥?太?名?研?EqualOcean?研4.3?務?PPA?BOO?SIRIM?ERC?ANEEL?CENACE?名?名?PLN?TNB?Eletrobras?BNDES?Banorte?千?千?進入歐美市場的關鍵路徑?務?務?SASO?NEOM?ESTIDAMA?DEWA?PPA?名?名?ACWA?Power?Masdar?DE

103、WA?NEOM?務?資?Saudi?Vision?2030Saudi?Vision?2030?2030?50%?2030?30?GW?NEOM?NEOM?NEOM?務?2025?10?GW?+?SASO?SASO?NEOM?NEOM?務?務?SASO?ESTIDAMA?ESTIDAMA?DEWA?DEWA?UAE?Energy?Strategy?2050UAE?Energy?Strategy?2050?2050?50%?VPP?2030?20GW?Dubai?Clean?Energy?Strategy?2050Dubai?Clean?Energy?Strategy?2050?+?+?IRA?C

104、E?IEC?名?名?Fluence?Siemens?NextEra?EPC?FTA?太?務?63億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()?研?EqualOcean?u?2030?700GWh?撐?15%?務?Fit?for?55?IRA?務?夠?的?空?LDES?u?務?+?務?務?務?EDF?Iberdrola?務?確?+?SaaS?u?2030?50

105、%?95%?10?15%?20%?務?500?V2G?2030?V2G?500?u?務?務?空?務?模?務?研?務?64億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()65u?EO?Intelligence?篩?/?務?100?務?務?稅?u?u?EqualOcean?Email?EqualOcean?Email?Email?EqualOcean?Email?E

106、qualOcean?Email?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()66u?研?銳?導?務?模?告?導?u?+?+?2014?2?盡?務?/?50?EqualO?EO?Intelligence?研?研?EO?Data?盡?EO?Healthcare?EO?Auto?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(43921

107、9)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()67u?EqualOcean?撐?篩?UAE?EqualOcean?EquaIOcean?映?名?EqualOcean?(GGC100?EqualOcean?名?EqualOcean億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-

108、陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()68u?盡?篩?u?盡?VC?篩?盡?務?名?盡?u?+?+?銳?研?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?盟?研?()69u 篩?篩?篩?銳?篩?研篩?篩?確?篩?篩?u?15000?務?u?010-53321289?億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)億歐智庫-陽侑(439219)?https:/