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中国单晶硅组件的低碳转型及其全球贡献。

Low-carbon transition of China's monocrystalline module and its global contributions.

作者信息

Li Ziyi, Wang Xiaofan, Hu Kexin, Ao Ruoxi, Li Junyan, Yan Yulong, Zhang Sheng, Li Menggang, Peng Lin, Xie Kechang, Li Junjie

机构信息

Engineering Research Center of Clean and Low-carbon Technology for Intelligent Transportation, Ministry of Education, School of Environment, Beijing Jiaotong University, Beijing 100044, China.

Beijing Laboratory of National Economic Security Early-warning Engineering, Beijing Jiaotong University, Beijing 100044, China.

出版信息

iScience. 2025 Jul 7;28(8):113079. doi: 10.1016/j.isci.2025.113079. eCollection 2025 Aug 15.

Abstract

Although photovoltaic (PV) power is widely viewed as a zero-carbon solution, its upstream module production remains highly carbon-intensive. Existing studies often fail to capture supply chain heterogeneity and spatial differences in production, limiting assessments of the sector's low-carbon transition. This study conducted a carbon footprint analysis of monocrystalline modules manufactured in China from 2008 to 2023, incorporating refined data for supplier-specific configurations and province-level electricity carbon intensity. Results showed that production-side carbon footprints fell from 2.01-3.24 kg CO-eq/Wp to 0.31-0.39 kg CO-eq/Wp, with module encapsulation becoming the major contributor. Global large-scale PV deployment drove the consumption-side footprint to increase 35-fold to 112.25 Mt CO-eq in 2023, with two-thirds being exported. This implies that the electricity decarbonization in other countries comes at the cost of increased carbon emissions in China. Future should use industrial layout transfer, green materials supply, and process innovation to decarbonize China's monocrystalline modules substantially.

摘要

尽管光伏(PV)电力被广泛视为一种零碳解决方案,但其上游组件生产仍然碳密集度很高。现有研究往往未能考虑供应链异质性和生产中的空间差异,从而限制了对该行业低碳转型的评估。本研究对2008年至2023年在中国生产的单晶组件进行了碳足迹分析,纳入了供应商特定配置和省级电力碳强度的精确数据。结果表明,生产端碳足迹从2.01-3.24千克二氧化碳当量/瓦峰值降至0.31-0.39千克二氧化碳当量/瓦峰值,组件封装成为主要贡献因素。全球大规模光伏部署促使消费端碳足迹在2023年增长了35倍,达到1.1225亿吨二氧化碳当量,其中三分之二用于出口。这意味着其他国家的电力脱碳是以中国碳排放增加为代价的。未来应通过产业布局转移、绿色材料供应和工艺创新,大幅降低中国单晶组件的碳排放。

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