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市場調查報告書

商品編碼

1917910

公用事業規模太陽能發電市場－2026-2031年預測

Utility Scale Solar Market - Forecast from 2026 to 2031

出版日期: 2026年01月08日 | 出版商:

Knowledge Sourcing Intelligence | 英文 143 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

預計公用事業規模的太陽能發電市場將從 2025 年的 802.77 億美元成長到 2031 年的 1,125.33 億美元，複合年成長率為 5.79%。

公用事業規模的太陽能光電市場是全球能源領域一個基礎且快速成長的細分市場，專門針對直接向電網供電的公用事業規模太陽能發電廠。這些太陽能發電廠通常定義為裝置容量大於1兆瓦（MW）的計劃，由獨立電力生產商、電力公司或機構投資者開發、擁有和營運。該市場的強勁成長得益於不斷增強的經濟競爭力、政府扶持政策、大量資本流入，以及其在實現脫碳目標和滿足日益成長的電力需求方面發揮的關鍵作用，使其成為全球新增發電容量的主要來源。

推動市場擴張的關鍵且強勁的動力之一是公用事業規模太陽能光電的平準化電力成本（LCOE）持續顯著下降。這種成本競爭力得益於技術進步、生產規模擴大和安裝效率提升，使得太陽能光電發電成為全球大多數市場最具成本競爭力的新型發電選擇之一。與石化燃料替代能源能源相比，太陽能光電發電的成本持平，甚至在許多情況下更具優勢，這正是促使公用事業公司和企業透過購電協議（PPA）採購能源的根本經濟促進因素。提供長期固定價格的清潔能源契約，能夠有效對沖石化燃料價格波動所帶來的風險，並構成企業永續性策略的基礎。

在降低成本的同時，全球政策也強勁推進，以支持可再生能源的部署。各國和區域政府正在實施雄心勃勃的清潔能源目標、碳減排承諾以及支持性的法規結構，以加速能源轉型。可再生能源電站配額制（RPS）、上網電價補貼（FIT）、稅收優惠（例如投資稅額扣抵）以及簡化的核准程序等機制，對於降低大型計劃的風險並確保其融資可行性至關重要。這種一致的政策方向為公用事業規模開發所需的大量領先資本投資提供了長期的市場確定性。

來自機構投資者、私募股權和基礎設施基金的大量資金流入是市場成長的關鍵驅動力。此資產類別因其穩定的長期回報以及與環境、社會和管治(ESG) 投資政策的契合度而備受青睞。充裕的資本供應為吉瓦級計劃儲備提供了資金籌措，推動了產業透過併購整合，並支持了複雜資金籌措結構的開發，從而進一步降低資本成本並加快專案部署速度。

市場也受益於持續的技術和營運創新。這些進步包括高效能雙面組件的推出、可最大限度提高能量輸出的單軸追蹤系統，以及用於最佳化佈局和性能的改進型電站設計軟體。此外，公用事業規模的太陽能光電發電與電池儲能系統（BESS）的整合是關鍵趨勢，它透過解決間歇性問題，使太陽能能夠提供可靠、可調節的容量和廣泛的電網服務，從而提升了其價值提案。

從區域來看，北美仍是主導且最成熟的市場，其特點是計劃儲備充足、企劃案融資體系完善，以及聯邦和州政府的支持性政策。鑑於許多地區擁有大量土地資源，以及大規模投資者擁有的公共產業和獨立電力生產商不斷進入市場，預計該地區將繼續保持顯著的產能成長。然而，成長正日益全球化，亞太地區、歐洲、拉丁美洲和中東也出現了活躍的電力市場，各國都在尋求能源安全和經濟高效的電力解決方案。

儘管存在這些有利趨勢，但市場仍存在顯著的限制因素。主要挑戰包括確保充足的太陽輻射、連接到電網以及選擇環境和社區阻力最小的合適地點。公用事業規模的太陽能開發可能會面臨與土地用途變更、棲息地破壞和景觀影響相關的反對意見，因此謹慎位置和社區參與至關重要。此外，輸配電基礎設施的擴建往往落後於發電發展，造成併網瓶頸，在某些情況下甚至會導致計劃延長數年。關鍵部件供應鏈的波動和貿易政策的變化也對計劃的經濟效益和進度構成持續風險。

在由垂直整合的開發商、專業的工程、採購和施工 (EPC) 公司、全球組件製造商和大型電力公司組成的競爭環境中，成功取決於能否在有吸引力的市場中獲得計劃權利、應對複雜的許可和併網流程、最佳化供應鏈物流、計劃按預算交貨以及管理長期營運績效。

總而言之，公用事業規模的太陽能光電市場已發展成為主流且具融資價值的資產類別，是全球電力產業投資的關鍵驅動力。其成長軌跡的結構性支撐來自強勁的經濟效益、應對氣候變遷的必要性以及能源安全目標。未來市場發展將取決於可再生能源與儲能相結合的混合計劃的成功整合、電網監管和市場機制的演進以合理評估分散式資源的價值，以及產業管理供應鏈韌性和循環經濟（包括廢舊光伏組件）的能力。隨著對清潔、經濟、可靠電力需求的成長，公用事業規模的太陽能光電有望在重塑全球能源結構中繼續發揮核心作用，並成為向低碳電網轉型的重要支柱。

本報告的主要優勢：

深入分析：提供對主要和新興地區的深入市場洞察，重點關注客戶群、政府政策和社會經濟因素、消費者偏好、行業垂直領域和其他細分市場。
競爭格局：了解全球主要企業的策略舉措，並了解透過正確的策略進入市場的可能性。
市場促進因素與未來趨勢：探索推動市場的動態因素和關鍵趨勢，以及它們將如何塑造未來的市場發展。
可操作的建議：利用這些見解，在動態環境中製定策略決策，發展新的業務流和收入來源。
受眾廣泛：適用於Start-Ups、研究機構、顧問公司、中小企業和大型企業，且經濟實惠。

本報告的使用範例

產業與市場分析、機會評估、產品需求預測、打入市場策略、地理擴張、資本投資決策、法規結構及影響、新產品開發、競爭情報

報告範圍：

2021年至2025年的歷史數據和2026年至2031年的預測數據
成長機會、挑戰、供應鏈前景、法規結構與趨勢分析
競爭定位、策略和市場佔有率分析
按業務板塊和地區（包括國家）分類的收入和預測評估
公司概況（策略、產品、財務資訊、關鍵發展等）

The utility-scale solar market is a foundational and rapidly expanding segment within the global energy sector, dedicated to large-scale solar photovoltaic (PV) installations designed to feed electricity directly into the power grid. Typically defined as projects exceeding 1 megawatt (MW) in capacity, these solar farms are developed, owned, and operated by independent power producers, utilities, or institutional investors. The market's robust growth is driven by its increasing economic competitiveness, supportive government policies, substantial capital inflows, and its critical role in meeting decarbonization targets and rising electricity demand, positioning it as a primary source of new power generation capacity worldwide.

A primary and powerful driver of market expansion is the continued and significant decline in the levelized cost of energy (LCOE) for utility-scale solar PV. Achieved through technological advancements, manufacturing scale, and installation efficiency, solar has become one of the most cost-competitive sources of new electricity generation in a vast majority of global markets. This cost parity, and often advantage, over fossil fuel alternatives is the fundamental economic engine driving procurement by utilities and corporations through power purchase agreements (PPAs). The ability to offer long-term, fixed-price clean energy contracts makes utility-scale solar an attractive hedge against volatile fossil fuel prices and a cornerstone of corporate sustainability strategies.

Concurrent with cost reductions is the strong global policy momentum supporting renewable energy deployment. National and regional governments are implementing ambitious clean energy targets, carbon reduction commitments, and supportive regulatory frameworks to accelerate the energy transition. Mechanisms such as renewable portfolio standards (RPS), feed-in tariffs (FITs), tax incentives (e.g., investment tax credits), and streamlined permitting processes are critical in de-risking large-scale projects and ensuring bankability. This consistent policy direction provides the long-term market certainty required to secure the substantial upfront capital investments characteristic of utility-scale development.

Significant capital inflow from institutional investors, private equity, and infrastructure funds is a major catalyst for market scale-up. The asset class is viewed favorably for its stable, long-term yield profile and alignment with environmental, social, and governance (ESG) investment mandates. This abundant capital availability is enabling the financing of gigawatt-scale project pipelines, fostering consolidation through mergers and acquisitions, and supporting the development of sophisticated financing structures that further reduce the cost of capital and accelerate deployment timelines.

The market also benefits from ongoing technological and operational innovations. Advancements include the deployment of higher-efficiency bifacial modules, single-axis tracking systems to maximize energy yield, and improved plant design software for optimal layout and performance. Additionally, the integration of utility-scale solar with co-located battery energy storage systems (BESS) is a key trend, addressing intermittency and enabling solar to provide firm, dispatchable capacity and a broader range of grid services, thereby enhancing its value proposition.

Geographically, North America remains a leading and mature market, characterized by a robust pipeline of projects, a well-established project finance ecosystem, and supportive federal and state-level policies. The region's expansive land availability in many areas and the involvement of large investor-owned utilities and independent power producers continue to drive significant capacity additions. However, growth is increasingly global, with substantial activity across Asia-Pacific, Europe, Latin America, and the Middle East, as nations seek energy security and cost-effective power solutions.

Despite strong tailwinds, the market faces notable constraints. A primary challenge is securing suitable land with appropriate insolation, grid interconnection access, and minimal environmental or community conflicts. Large-scale solar development can face opposition related to land use change, habitat disruption, or visual impact, necessitating careful site selection and community engagement. Additionally, the expansion of transmission and distribution infrastructure often lags behind generation development, creating interconnection queue bottlenecks that can delay projects for years. Supply chain volatility for key components and evolving trade policies also present ongoing risks to project economics and timelines.

The competitive landscape is comprised of vertically integrated developers, specialized engineering, procurement, and construction (EPC) firms, global module manufacturers, and large utilities. Competition hinges on the ability to secure project rights in attractive markets, navigate complex permitting and interconnection processes, optimize supply chain logistics, and deliver projects on time and on budget while managing long-term operational performance.

In conclusion, the utility-scale solar market has matured into a mainstream, bankable asset class and a primary driver of global power sector investment. Its growth trajectory is structurally supported by compelling economics, climate imperatives, and energy security goals. Future market development will be shaped by the successful integration of hybrid renewable-plus-storage projects, the evolution of grid codes and market designs to value distributed resources appropriately, and the industry's ability to manage supply chain resilience and circular economy considerations for end-of-life panels. As the demand for clean, affordable, and reliable electricity intensifies, utility-scale solar is poised to maintain its central role in reshaping the world's energy landscape, serving as a critical pillar in the transition to a decarbonized grid.

Key Benefits of this Report:

Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

Historical data from 2021 to 2025 & forecast data from 2026 to 2031
Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
Competitive Positioning, Strategies, and Market Share Analysis
Revenue Growth and Forecast Assessment of segments and regions including countries
Company Profiling (Strategies, Products, Financial Information), and Key Developments among others.

Utility-Scale Solar Market Segmentation

By Technology
Solar Photovoltaic (PV)
Concentrating Solar Thermal Power (CSP)
By Panel Type
Monocrystalline
Polycrystalline
Thin Film
By Power
1 to 10 MW
10 to 20 MW
Above 20 MW
By Geography
North America
USA
Canada
Mexico
South America
Brazil
Argentina
Others
Europe
Germany
France
United Kingdom
Spain
Others
Middle East and Africa
Saudi Arabia
UAE
Others
Asia Pacific
China
India
Japan
South Korea
Indonesia
Thailand
Others

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

2.1. Market Overview
2.2. Market Definition
2.3. Scope of the Study
2.4. Market Segmentation

3. BUSINESS LANDSCAPE

3.1. Market Drivers
3.2. Market Restraints
3.3. Market Opportunities
3.4. Porter's Five Forces Analysis
3.5. Industry Value Chain Analysis
3.6. Policies and Regulations
3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. UTILITY-SCALE SOLAR MARKET BY TECHNOLOGY

5.1. Introduction
5.2. Solar Photovoltaic (PV)
5.3. Concentrating Solar Thermal Power (CSP)

6. UTILITY-SCALE SOLAR MARKET BY PANEL TYPE

6.1. Introduction
6.2. Monocrystalline
6.3. Polycrystalline
6.4. Thin Film

7. UTILITY-SCALE SOLAR MARKET BY POWER

7.1. Introduction
7.2. 1 to 10 MW
7.3. 10 to 20 MW
7.4. Above 20 MW

8. UTILITY-SCALE SOLAR MARKET BY GEOGRAPHY

8.1. Introduction
8.2. North America
- 8.2.1. USA
- 8.2.2. Canada
- 8.2.3. Mexico
8.3. South America
- 8.3.1. Brazil
- 8.3.2. Argentina
- 8.3.3. Others
8.4. Europe
- 8.4.1. Germany
- 8.4.2. France
- 8.4.3. United Kingdom
- 8.4.4. Spain
- 8.4.5. Others
8.5. Middle East and Africa
- 8.5.1. Saudi Arabia
- 8.5.2. UAE
- 8.5.3. Others
8.6. Asia Pacific
- 8.6.1. China
- 8.6.2. India
- 8.6.3. Japan
- 8.6.4. South Korea
- 8.6.5. Indonesia
- 8.6.6. Thailand
- 8.6.7. Others