深度研报

可再生能源行业的专业解析

话题包括但不仅限于:

  • 新兴市场
  • 可再生能源LCOE
  • 光伏市场展望
  • 风机整机商市场份额
  • 海上风电运维
  • 海上风机技术发展趋势
  • 储能
  • 风机产品评估

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最新深度研报


2017/12/21 - Research Notes

US Wind + Storage - The Business Case

This Research Note analyses the economic opportunity of wind-plus-storage systems in the United States.

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2017/12/6 - Research Notes

AMER Solar PV Power Dynamics

This Research Note analyses some of the key dynamics of solar PV power in AMER. It provides commentary on the state of play for key stakeholders, and offers an overview of risk return profiles for US, Mexico and Canada.

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2017/12/6 - Research Notes

CHI_171206 AMER Solar PV Power Dynamics

- 预计美国、加拿大、墨西哥市场将于2017-2021年间,每年新增约17GW光伏装机容量;其中,82%的装机容量来自于美国市场。(美国现行的贸易纠纷或将令组件价格增加0.01-0.15/watt,令大型光伏项目的LCOE提升约15%) - 政策支持仍将对分布式光伏具有重大发展意义(美加政策将令分布式光伏项目的发展速度减缓) - 墨西哥2017年拍卖会上,1,323MW光伏容量获签PPA(平均价格仅有约21 USD/MWh)

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2017/11/21 - Research Notes

Emerging Renewable Energy Markets

This Research Note provides analysis of nine rising emerging markets for renewable energy across three regions.

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2017/10/18 - Research Notes

Tier I Turbine OEMs in China to Benefit from Consolidation of Power SOEs

This Research Note analyses the potential post-merger model for CEIC’s wind business in two scenarios, the effect on CEIC’s turbine procurement strategies, and its O&M management strategies

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2017/10/18 - Research Notes

CHI_Tier I Turbine OEMs in China to Benefit from Consolidation of Power SOEs

国资委宣布,国电集团与神华集团重组为国家能源投资集团有限公司。重组后,该企业将成为全球第四大能源资产业主,全球最大风电开发商、风电业主。这两大电力央企的合并事件或将开启电力行业更多并购重组大潮,也将对风电行业价值链,尤其风电业主的市场份额、风机整机商的市场份额重大影响。

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2017/9/26 - Research Notes

APAC Solar PV Power Dynamics

This Research Note analyses some of the key dynamics of solar PV power in APAC. It provides commentary on the state of play for key stakeholders, and offers an overview of risk return profiles of all the seven key markets analysed.

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2017/9/22 - Research Notes

Changing Conditions and Implications for Offshore Wind O&M in Europe

This research note investigates how the underlying conditions for offshore wind O&M will change in the future in tandem with the strike price reductions and the associated implications on offshore wind O&M.

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2017/7/5 - Research Notes

EMEA Solar PV Power Dynamics

This Research Note analyses some of the key dynamics of solar PV power in Europe and the Middle East and Africa.

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Superior Solar
2017/6/22 - Research Notes

Next Generation Wind Turbine Models

This Research Note reviews the existing product portfolios of leading wind turbine manufacturers, segmented along wind classes and global regions

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