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走进 COP27联合国气候变化大会|天合光能以供应链低碳实践助力全球应对气候变化
理事资讯
IGEA
2022-11-11
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全球瞩目的《联合国气候变化框架公约》第27次缔约方会议(COP27)于11月6日-18日在埃及沙姆沙伊赫进行。作为中国代表团在COP27期间的活动之一,COP27“中国角”绿电主题边会于11月9日成功召开。


“中国角”绿电主题边会由中国环境科学研究院(简称“中国环科院”)、国家电网公司、大道应对气候变化促进中心主办,国际绿色经济协会组织协办。边会以“减污降碳协同推进绿电发展,合作应对全球气候变化”为主题,旨在向国际社会展示中国电力能源行业履行承诺推进减污降碳协同工作,推进中国电力能源行业的代表企业在更大程度上参与全球应对气候变化的行动。


边会由中国工业经济联合会碳达峰碳中和促进中心主任王晓光主持,中国环境科学研究院副院长许其功,中国工业经济联合会党委书记、执行副会长兼秘书长熊梦为边会致辞,清华大学气候研究院常务副院长李政发表“中国电力能源低碳转型与联合国可持续发展目标”主题演讲。


经国际绿色经济协会推选,天合光能股份有限公司作为中国电力能源行业代表,出席并展示了中国能源电力企业应对气候变化的行动。



天合光能股份有限公司产品BG战略与Marketing助理副总裁曾义在线发言,分享了天合光能在供应链方面的低碳实践。


曾义表示,天合光能作为一家全球领先的光伏制造企业一直秉承着“让光伏造福全人类”的企业愿景,在过去的25年中,已经向全球累计出货120GW,已经为全世界减排1.35亿吨,减少405万吨的二氧化硫的排放,以及3,672万吨的颗粒物排放。天合光能积极加入科学碳组织,将制定长期和短期的具体行动计划,助力全球1.5度的降温目标行动。


曾义详细介绍了天河光能的青海低碳战略,未来将以青海低碳战略为模板,复制成为可推广借鉴的、新的工业能源和社会共同发展的产业模式和社会模式,给中国西部开放注入新的活力。


边会发布了多项成果,展现了中国推进减污降碳协同以及电力能源行业为应对全球气候变化做出的积极努力与取得的成效,有效的推进中国电力能源行业的代表企业与国际社会的对话与交流,向国际社会强有力地展示了中国电力能源企业积极投身气候问题的行动力,促使中国电力能源领军企业在更大程度上参与全球应对气候变化的行动。



天合光能以供应链低碳实践助力全球应对气候变化

文字实录(中英对照)

曾 义 

天合光能股份有限公司产品BG战略与Marketing助理副总裁


尊敬的各位来宾,我是来自于天合光能的曾义,非常荣幸能够在线上和大家分享天合在供应链方面的低碳实践。

天合光能是一家全球领先的光伏制造企业。我们已经有25年的历史。我们的业务板块覆盖了光伏产品制造,包括光伏组件,光伏的制造,以及储能产品。(同时,我们也)有大型地面电站的解决方案和分布式电厂的解决方案。(我们还有)智慧能源,包括我们的智慧储能系统和云平台。(这)基本上覆盖了未来光伏系统的所有领域。同时我们现在也在逐步的孵化,包括光伏制氢的一些新的板块。


Distinguished guests, I am Zeng Yi from Trinasolar. It is a great honor to share with you Trinasolar's low-carbon practice in the supply chain online. 

Trina Solar is a global leader in photovoltaic manufacturing. We have a history of 25 years. Our business mainly covers the manufacturing of photovoltaic products, including PV modules, trackers, and batteries. At the same time, we invest in utility-scale and distributed solar power plants. We also have a smart energy unit, offering services like smart energy storage solution and cloud platform. Our business is wide-ranging and we keep an open mind about all opportunities in the sector of solar PV. For example, we are incubating new businesses such as hydrogen production using solar power.


天合光能成立于1997年,至今已经有25年的历史了。我们一直都秉承着我们的企业的愿景,让光伏造福全人类。在过去的25年里面,我们首先在技术研发方面,先后14次打破电池转化效率的世界纪录。在国内,我们拥有唯一一家国家级的国家重点实验室。同时我们也是中国光伏企业里面唯一一家获得工业大奖的企业,(这个大奖)号称工业界的奥斯卡。


Trina Solar was founded in 1997 and has a history of 25 years. We have been adhering to the vision of our company to make solar power benefit all mankind. In the past 25 years, we have set 25 world records in PV cell efficiency. We are also the first PV company to have a state key laboratory. Our products have won multiple awards, including the Red Dot Award, which is known as the "Oscar of the design world”.


在过去的25年里面,我们已经向全球累计出货120GW,为全世界减排已经达到了1.35亿吨。


Over the past 25 years, we have shipped 120 GW to the world, reducing carbon emissions by 135 million tons worldwide.


我们的营销网络服务网点覆盖了150个国家。在过去的几年里面,我们的财务表现也非常优异。在今年我们预计我们的营业收入将达到900亿,在全球银行的授信与认证,我们的产品是100%的被全球的银行所接受。在展示文稿里,可以看到我们全球的销售网络和营销基地。我们的总部在中国的江苏常州,我们在欧洲、美国、非洲、拉美、南美、中东、亚太都有我们的服务网点和销售中心。


We have a global presence covering over 150 countries. In the past few years, our financial performance has been nothing short of spectacular. We expect our revenue to reach 90 billion yuan this year. We have been rated as 100% bankable by Bloomberg surveys for many years. The slide shows our global sales network and manufacturing bases. Headquartered in Changzhou, Jiangsu Province, China, we have outlets and sales centers in Europe, the United States, Africa, Latin America, South America, the Middle East and the Asia-Pacific region.


除了在中国的制造基地以外,我们在泰国越南也有生产基地。我们在过去的25年里面,我们在全球服务了各种应用场景的光伏电站。左下角的图片是我们在法国做的漂浮电站,也包括我们的在拉美做的跟踪支架和的电站,以及我们在青海荒漠做的沙漠电站。


In addition to China, we also have manufacturing bases in Thailand and Vietnam and have built solar PV stations around the world. The pictures here show our past projects, including the floating power station in France, the trackers and the power station in Latin America, and the desert power station in Qinghai,China.


天合光能,除了生产光伏组件以外,我们也一直致力于在环保和减碳方面的行动。我们迄今为止,我们的产品在全球累计的这个发电量已经达到了1,350亿度,帮助实现了减排1.35亿吨,还有405万吨的二氧化硫的排放,以及3,672万吨的颗粒物排放。我们也加入了科学碳组织,助力全球1.5度的降温的目标行动,也正在制定长期和短期的具体行动计划。


Trinasolar has always prioritized environmental protection and carbon emission reduction. So far, the cumulative power generation of our shipped products has totalled 135 TWh, helping to achieve a carbon emission reduction of 135 million tons. Our products have also resulted in the reduction of sulfur dioxide and particulate matters, to the tune of 4.05 million tons and 36.72 million tons respectively. We have joined the SBTi initiative and are committed to limiting the global temperature below 1.5 degrees. We are currently in the process of setting the long-term and short-term carbon reduction targets.


众所周知,减碳有四大支柱,一个是电气化,第二个方面节能减排,第三个是低碳的绿色电力,第四个是负碳的措施。从光伏电力来讲,它是解决我们绿色电力的一个重要途径。那么我们预计在2060年光伏发电将有可能占到整个人类能源构成的40%左右。


As we all know, there are four pillars of decarbonization, namely electrification, energy conservation, low carbon electricity, and negative emission technologies. Solar power is an important source of low-carbon  electricity. We expect that solar power to account for about 40% of the total human energy supply in 2060. 


在过去的的10年里面,我们也可以看到光伏成本得到了快速的下降,应用场景得到了极大的拓宽。在过去的十年,大家也看到全球的装机规模几乎是扩大了10倍。在未来,光伏装机还有更加迅速的一个增长。我们预计到2035年,年均装机的增量就可以达到1GW以上。


Over the past 10 years, we have witnessed a drastic decrease of the cost and the rapid increase of deployment of the solar PV. The global installed capacity of solar PV has expanded almost 10 times over 10 years. In the future, the installation will accelerate. We expect that by 2035, the average annual increment of installed capacity will reach 1GW.


但是在光伏制造过程当中,其实并没有实现真正的carbon free,就是说并没有实现真正意义上来的零碳。那么也就是说,光伏电实际上还是有碳成本的。从现在来看,按照全生命周期计算,大概每一度电仍然有产生41克到48克的碳排放。这41克是怎么产生的呢? 主要是来自与光伏制造,建设和运输过程当中也会有少量的碳排放。


However, PV manufacturing is not carbon free. That is to say, solar power still leaves a carbon footprint. It is found that the life cycle carbon emission per kilowatt hour of solar power is about 41 grams to 48 grams. How does this carbon emission come into being? Most of the emission can be attributed to the manufacturing process, while a small fraction occurs in the process of construction and transportation.


针对于占比75%的、产生于制造环节的碳排放,天合在打造供应链方面,提出了青海战略。我们在青海要做整个光伏产业链的投资,从工业硅、硅料、硅片、到电池组件。


In view of 75% of the carbon emissions during the manufacturing process, Trinasolar has put forward the Qinghai strategy. It is to invest in Qinghai the whole value chain of the solar PV industry, covering silicon metal, polysilicon, silicon wafers to cells and modules. 


在制造过程中,实际上95%的排放是来自于对电的消耗。青海有得天独厚的优势。青海是在中国绿电比例最高的一个省份,达到了86%以上,相较于全国平均水平是一个很大的提升。所以选址青海对我们减碳非常重要,选址青海就意味着制造能耗的绿电比例达到86%以上。


We have analysed our manufacturing process and found that 95% of the emissions come from electricity consumption. Qinghai has unique advantages to address this. Qinghai is the province with the highest proportion of green electricity in China, reaching about 85%. This is a significant improvement compared with the national average. Therefore, selecting Qinghai as the manufacturing base is vital to carbon reduction. It means that 85% of the electricity used in manufacturing is low-carbon.


当然青海有优质光伏的资源。一方面,青海的平均日照在全国应该是条件最好的。一个普通的地面光伏电站的发电小时数就可以达到1800小时。同时,青海又是一个沙漠化非常严重的省份。90%以上的土地面积基本上就是无法直接利用。我们通过建设大量的光伏电站,改变了局部的气候。右边这张图大家可以看到,我们联合国电投黄河在青海的共和,建了6GW的光伏电站。这减少了当地的水气的蒸发,原来的荒漠变成了现在草原,当地的牧民可以在电站的光伏板下面牧羊。这样一种能源和生态修复非常完美结合的实践非常值得推广。在我们的青海战略里,除了在选址方面选择了青海这样一个高绿电比例的省份以外,我们自己还投资建设了14个GW的光伏电站,每年将产生124亿度电,基本上可以抵消所有范围二排放。


The abundance of solar radiation also provides optimal condition for solar electricity generation. Qinghai has the longest sun hours in China. An average PV power station in Qinghai can generate electricity for as long as 1800 hours. At the same time, Qinghai is also a province at the risk of desertification, with more than 90% of the land facing extreme climate. By building solar PV plants on the vast dryland, we are able to produce massive amount of electricity as well as solving the problem of desertification. As you can see from the picture, we have built PV stations in Gonghe, Qinghai, in partnership with Huanghe group. The placement of solar panels alleviates evapotranspiration and wind erosion of the soil, turning the dryland to grassland. The grassland in turn provides fodder for animal husbandry and create an additional stream of income for local herdsmen. Therefore, the Qinghai strategy sets an example for the joint development of green electricity and ecological restoration. The total solar PV capacity we will install is 14 GW, which will generate 12.4 billion kilowatt-hours of electricity annually. This will offset the entirety of Scope 2 emissions.


除了使用绿电,我们在循环经济还做了大量的投入。通过循环经济和效能的提升,每年可以减少用电4.13亿度,减少天然气用量1,450万立方米。具体的措施包括,工业硅生产过程当中的蒸汽余热发电,工业硅余热蒸汽再利用,以及多晶硅多余的氧气再利用。在硅片环节, Pcw水热循环再利用,主要是用于园区的生活生产的供暖,减少里面的消耗。在组件制造环节,我们践行热回收和包装再利用,力求在每一个环节减少碳排放。


In addition to using green electricity, we also take great stock by investing in the circular economy and energy efficiency measures. Through these measures, we can reduce the electricity consumption by 413 GWh per year, and the natural gas consumption by 14.5 million cubic meters per year. Specific measures include steam recovery, oxygen recovery and heat recovery during the polysilicon production stage; PCW waste heat for residential warming and heat re-use for module manufacturing during the wafter production stage; and packaging recycling during the module production stage. 


青海战略不只是一个低碳的战略,也是一个重要的经济和社会战略。青海是全国最落后的一个省份。天合通过充分的挖掘它的绿电资源,为当地带去500多亿的这个投资,相当于整个青海GDP的15%左右。我们还创造了18个亿每年的税收,以及1万个就业岗位。同时我们也带动了与我们产业链相配套的一些其他企业的发展。


The Qinghai strategy is important not only for its carbon reduction credential, but also for its great economic and social value. Qinghai is one of the least developed provinces in China. By tapping its renewable energy resources, Trinasolar has brought more than 50 billion yuan of investment to Qinghai, equivalent to about 15% of its GDP. It will also generate 1.8 billion yuan in tax revenue per year and create more than 10,000 jobs. Meanwhile, our presence will attract investments from other enterprises to complement our supply chain.


实际上,青海战略创造了一个新的经济模式。通过利用西部的清洁能源资源,可以吸引更多的高耗能绿色耗能的企业去投资,从而带动当地的经济发展。经济发展又促进了当地光伏发电的就地消纳,减少了长距离的外送。通过大面积的光伏电站的建设,又对生态环境的修产生了积极的影响。这真正做到了经济、环境、社会三者之间的完美适配。


In fact, the Qinghai strategy has created a new model of economic development. The abundance of low-carbon electricity in the west will attract new investments from energy intensive industries, boosting the development of local economy. The economic development will in turn enable the integration of solar power and reduce the need for long-distance transmission. The development of solar power will further create a positive impact on the ecological environment. This really achieves a desirable harmony between economy, environment and society.


我们可以看到,通过我们的青海战略的实施,天合的上游供应链能够彻底的实现我们的全面的零碳化。到2035年,将减少二氧化碳排放达到1.08亿吨。相比于在内地建厂,碳排放将降低96%,实现二氧化碳范围二排放100%的消除。每年还将产生78亿度多余的绿电,供供应周边的社区和生产用电。


Through the implementation of the Qinghai strategy, we are able to achieve deep decarbonation in Trinasolar’s upstream supply chain. By 2035, carbon emissions will be reduced by 108 million tons. This is equivalent to 96% less carbon emission than if the investment were to occur in Eastern China. Scope 2 emissions will be 100% eliminated. We are also able to produce 7.8TWh surplus green electricity, which will be used to supply the surrounding communities and industries.


非常荣幸有机会和大家分享我们天合的青海低碳战略。我觉得青海战略具备非常强的实践性可复制性。可以预见,像青海的这种模式,不光是在中国,在中东,在北非、在蒙古,都是一种可以推广借鉴的、新的工业能源和社会共同发展的产业模式和社会模式。青海战略必将给我们中国西部开放注入真正的活力,也将推动我们青海环境修复,使得环境建设的取得更大的成绩。非常再次非常感谢大家的聆听,也非常真诚的欢迎我们的来宾能够到我们青海去参观学习指导。谢谢大家。


Ladies and gentlemen, it is a great honor to share with you Trinasolar’s strategy in supply chain decarbonation. In my opinion, our Qinghai strategy is replicable and can be upscaled to other places with similar conditions, such as the Middle East, North Africa and Mongolia, for the joint development of renewable energy and economy and for ecological protection. The Qinghai Strategy will certainly inject vitality into western China, and will contribute to its ecological restoration. Thank you very much again for listening to my speech. I sincerely welcome you to visit our base in Qinghai. Thank you all.





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