[SMM PV] ๋ฒ ์ด์ง• 2026๋…„ 1์ฐจ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์‹ ์ฒญ ์˜ค๋Š˜ ๋งˆ๊ฐ, BIPV ๋ฐ ์‹ ํ˜• ๋ชจ๋“ˆ์€ ์ตœ๋Œ€ 30% ํˆฌ์ž ๋ณด์กฐ๊ธˆ ์ง€๊ธ‰ ๋Œ€์ƒ

๊ฒŒ์‹œ๋จ: Jun 12, 2026 13:09
๋ฒ ์ด์ง•์‹œ ๋ฐœ์ „๊ฐœํ˜์œ„์›ํšŒ(NDRC)์˜ 2026๋…„ ์‹œ ๊ณ ์ •์ž์‚ฐ ํˆฌ์ž ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ํ”„๋กœ์ ํŠธ 1์ฐจ ์‹ ์ฒญ์ด ์˜ค๋Š˜(6์›” 12์ผ) ๋งˆ๊ฐ๋œ๋‹ค. ๊ฑด๋ฌผ ์ผ์ฒดํ˜• ํƒœ์–‘๊ด‘(BIPV)์„ ์ง€์›ํ•˜๊ฑฐ๋‚˜ ํŽ˜๋กœ๋ธŒ์Šค์นด์ดํŠธ, ์นด๋“œ๋ฎด ํ…”๋ฃจ๋ผ์ด๋“œ ๋“ฑ ์‹ ํ˜• ์…€ ๋ชจ๋“ˆ์„ ์‚ฌ์šฉํ•˜๋Š” ํ”„๋กœ์ ํŠธ๊ฐ€ ์šฐ๋Œ€๋œ๋‹ค. ํ•ด๋‹น ํ”„๋กœ์ ํŠธ๋Š” ์›์น™์ ์œผ๋กœ ๊ฑด์„ค ๊ทœ๋ชจ 500kW ์ด์ƒ์ด์–ด์•ผ ํ•˜๋ฉฐ, ๊ฑด์„ค ํˆฌ์ž ์ง€์›์€ ์ตœ๋Œ€ 30%๊นŒ์ง€ ๋ฐ›์„ ์ˆ˜ ์žˆ๋‹ค. ์‹ ์ฒญ ํ”„๋กœ์ ํŠธ๋Š” 2026๋…„ 7์›” ๋ง ์ด์ „์— ์ฐฉ๊ณตํ•˜๊ณ  2026๋…„ 12์›” 31์ผ๊นŒ์ง€ ๊ณ„ํ†ต ์—ฐ๊ณ„๋ฅผ ์™„๋ฃŒํ•ด์•ผ ํ•œ๋‹ค.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[Solar: Mexicoโ€™s CFE awards around 6.71GW of PV capacity]
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[Solar: Mexicoโ€™s CFE awards around 6.71GW of PV capacity]
๋” ๋ณด๊ธฐ
[Solar: Mexicoโ€™s CFE awards around 6.71GW of PV capacity]
[Solar: Mexicoโ€™s CFE awards around 6.71GW of PV capacity]
Mexicoโ€™s Federal Electricity Commission has awarded around 6.71GW of PV capacity in its first call for projects under mixed development schemes with private partners, making solar the dominant technology in a 7.41GW renewable energy package. The selected portfolio includes 37 renewable projects, comprising 33 solar PV projects and four wind projects, with total investment estimated at USD 7.4 billion. Awarded PV capacity was nearly double the initial 3.55GW requirement, while wind secured only around 700MW against a 2.85GW target, and no CSP projects were selected.
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[Solar: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, ํƒœ์–‘๊ด‘ ๊ฐœ๋ฐœ ๊ฐ€์† ์„ธ์ œ ํ˜œํƒ ๋ฐœํ‘œ]
21๋ถ„ ์ „
[Solar: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, ํƒœ์–‘๊ด‘ ๊ฐœ๋ฐœ ๊ฐ€์† ์„ธ์ œ ํ˜œํƒ ๋ฐœํ‘œ]
๋” ๋ณด๊ธฐ
[Solar: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, ํƒœ์–‘๊ด‘ ๊ฐœ๋ฐœ ๊ฐ€์† ์„ธ์ œ ํ˜œํƒ ๋ฐœํ‘œ]
[Solar: ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ, ํƒœ์–‘๊ด‘ ๊ฐœ๋ฐœ ๊ฐ€์† ์„ธ์ œ ํ˜œํƒ ๋ฐœํ‘œ]
๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ๊ฐ€ ํƒœ์–‘๊ด‘ ๋ฐœ์ „์„ ๊ฐ€์†ํ™”ํ•˜๊ธฐ ์œ„ํ•œ ์ฃผ์š” ์ •์ฑ… ํŒจํ‚ค์ง€๋ฅผ ๋ฐœํ‘œํ–ˆ๋‹ค. ํƒœ์–‘๊ด‘ ๋ถ€๋ฌธ์— ๋Œ€ํ•ด 2035๋…„๊นŒ์ง€ 0% ์„ธ์œจ์„ ์ ์šฉํ•˜๊ณ , ์†Œ๋น„์ž์˜ ํƒœ์–‘๊ด‘ ์ „๊ธฐ ์š”๊ธˆ ๋‚ฉ๋ถ€์•ก์— ๋Œ€ํ•ด 5% ์„ธ๊ธˆ ํ™˜๊ธ‰์„ ์ œ๊ณตํ•˜๋Š” ๋‚ด์šฉ์ด ํฌํ•จ๋œ๋‹ค. ์ •๋ถ€๋Š” ์ธ๋ฒ„ํ„ฐ, ๋ฆฌํŠฌ ์ „์ง€, ๋ฐฐํ„ฐ๋ฆฌ, PV ๋ชจ๋“ˆ, ์žฅ์ฐฉ ๊ตฌ์กฐ๋ฌผ, BESS, ๋ฐฐํ„ฐ๋ฆฌ ๊ด€๋ฆฌ ์‹œ์Šคํ…œ, ํƒœ์–‘๊ด‘ DC ์ผ€์ด๋ธ”, ์—ด ๊ด€๋ฆฌ ์‹œ์Šคํ…œ ๋“ฑ ์ฃผ์š” ํƒœ์–‘๊ด‘ ๋ถ€ํ’ˆ์— ๋Œ€ํ•œ ์ˆ˜์ž… ๊ด€์„ธ, ๊ทœ์ œ ๊ด€์„ธ, ๋ณด์กฐ ๊ด€์„ธ, ์„ ์ทจ์„ธ๋ฅผ 0%๋กœ ์ธํ•˜ํ•œ๋‹ค. ์ด ์ •์ฑ…์€ ํˆฌ์ž๋ฅผ ์œ ์น˜ํ•˜๊ณ , 2030๋…„๊นŒ์ง€ ์ „๋ ฅ ์ˆ˜์š”์˜ 20%๋ฅผ ์žฌ์ƒ ์—๋„ˆ์ง€๋กœ ์ถฉ๋‹นํ•˜๋ฉฐ 2050๋…„๊นŒ์ง€ ์ฒญ์ • ์—๋„ˆ์ง€๋กœ 30~50%๋ฅผ ์ถฉ๋‹นํ•˜๊ฒ ๋‹ค๋Š” ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ์˜ ๋ชฉํ‘œ๋ฅผ ์ง€์›ํ•˜๊ธฐ ์œ„ํ•œ ๊ฒƒ์ด๋‹ค.
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[ํƒœ์–‘๊ด‘: ์น ๋ ˆ 2026/01 ์ „๋ ฅ ์ž…์ฐฐ, ํƒœ์–‘๊ด‘+์ €์žฅ ์‹œ์Šคํ…œ ์ˆ˜์š” ์ฆ๊ฐ€ ์‹ ํ˜ธ]
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[ํƒœ์–‘๊ด‘: ์น ๋ ˆ 2026/01 ์ „๋ ฅ ์ž…์ฐฐ, ํƒœ์–‘๊ด‘+์ €์žฅ ์‹œ์Šคํ…œ ์ˆ˜์š” ์ฆ๊ฐ€ ์‹ ํ˜ธ]
๋” ๋ณด๊ธฐ
[ํƒœ์–‘๊ด‘: ์น ๋ ˆ 2026/01 ์ „๋ ฅ ์ž…์ฐฐ, ํƒœ์–‘๊ด‘+์ €์žฅ ์‹œ์Šคํ…œ ์ˆ˜์š” ์ฆ๊ฐ€ ์‹ ํ˜ธ]
[ํƒœ์–‘๊ด‘: ์น ๋ ˆ 2026/01 ์ „๋ ฅ ์ž…์ฐฐ, ํƒœ์–‘๊ด‘+์ €์žฅ ์‹œ์Šคํ…œ ์ˆ˜์š” ์ฆ๊ฐ€ ์‹ ํ˜ธ]
์น ๋ ˆ ๊ตญ๊ฐ€์—๋„ˆ์ง€์œ„์›ํšŒ๊ฐ€ 2026/01 ๊ตญ๋‚ด ๋ฐ ๊ตญ์ œ ์ „๋ ฅ ๊ณต๊ธ‰ ์ž…์ฐฐ์˜ ์˜ˆ๋น„ ์กฐ๊ฑด์„ ์Šน์ธํ–ˆ๋‹ค. ์—ฐ๊ฐ„ ์ด 2,835GWh ๊ทœ๋ชจ๋กœ 15๋…„ ๊ณ„์•ฝ์ด ์ฒด๊ฒฐ๋œ๋‹ค. ์ž…์ฐฐ์€ ๊ธฐ์ˆ  ์ค‘๋ฆฝ์ ์ด์ง€๋งŒ, ์„ํƒ„, ์„์œ  ์ฝ”ํฌ์Šค, ๋””์ ค, 6๋ฒˆ ์ค‘์œ ๋ฅผ ์ฃผ ์—ฐ๋ฃŒ๋กœ ํ•˜๋Š” ๋ฐฑ์—… ์ „์›์€ ๋ฐฐ์ œ๋˜๋ฉฐ, ์ €์žฅ ์‹œ์Šคํ…œ์„ ํ†ตํ•œ ๊ณ„์•ฝ ๊ณต๊ธ‰ ์ง€์›์€ ํ—ˆ์šฉ๋œ๋‹ค. ์ž…์ฐฐ์€ ์‹œ๊ฐ„๋Œ€๋ณ„ ๋ธ”๋ก์œผ๋กœ ๋‚˜๋‰˜๋ฉฐ, ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ํ”ผํฌ์— ๋งž์ถ˜ ์ฃผ๊ฐ„ ๋ธ”๋ก์ด ๊ฐ€์žฅ ํฐ ๋น„์ค‘์„ ์ฐจ์ง€ํ•˜๊ณ , ์ €๋… ํ”ผํฌ๋Š” ํƒœ์–‘๊ด‘+์ €์žฅ ํ”„๋กœ์ ํŠธ์— ์ถ”๊ฐ€ ๊ธฐํšŒ๋ฅผ ์ œ๊ณตํ•œ๋‹ค.
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๋ฒ ์ด์ง•์‹œ ๋ฐœ์ „๊ฐœํ˜์œ„์›ํšŒ(NDRC)์˜ 2026๋…„ ์‹œ ๊ณ ์ •์ž์‚ฐ ํˆฌ์ž ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ํ”„๋กœ์ ํŠธ 1์ฐจ ์‹ ์ฒญ์ด ์˜ค๋Š˜(6์›” 12์ผ) ๋งˆ๊ฐ๋œ๋‹ค - Shanghai Metals Market (SMM)