Solar power helps emerging economies bypass fossil fuels — Eter News

Enriched Analysis 深度解析

Solar power helps emerging economies bypass fossil fuels太阳能助力新兴经济体绕过化石燃料阶段

Emerging and lower-income economies are expanding renewable electricity without repeating the fossil-fuel-heavy development path followed by Europe and the United States. Falling solar costs, limited legacy infrastructure and unreliable or expensive grids are accelerating electrification, particularly in Africa and parts of Asia, while creating potential advantages for industry and energy access.新兴经济体和低收入经济体正在扩大可再生电力使用，没有重复欧洲和美国曾经历的高度依赖化石燃料的发展路径。太阳能成本下降、化石燃料基础设施较少，以及电网昂贵或不稳定，正推动非洲和亚洲部分地区加速电气化，并可能为工业发展和能源获取带来优势。

DW 7 Oct 2026 2026年10月7日

66

India solar share of electricity印度太阳能发电占比

100,00010万

Estimated solar panels installed across Africa per day非洲每日估算安装的太阳能电池板

01The Story新闻事实

Emerging and lower-income economies are expanding renewable electricity without repeating the fossil-fuel-heavy development path followed by Europe and the United States. Falling solar costs, limited legacy infrastructure and unreliable or expensive grids are accelerating electrification, particularly in Africa and parts of Asia, while creating potential advantages for industry and energy access.新兴经济体和低收入经济体正在扩大可再生电力使用，没有重复欧洲和美国曾经历的高度依赖化石燃料的发展路径。太阳能成本下降、化石燃料基础设施较少，以及电网昂贵或不稳定，正推动非洲和亚洲部分地区加速电气化，并可能为工业发展和能源获取带来优势。

  • In 2023, renewables generated around a quarter of global electricity, while almost all new capacity added was based on solar or wind power.2023年，可再生能源约占全球发电量的四分之一，而当时新增电力产能几乎全部来自太阳能或风能。
  • In 2023, solar accounted for at least 6% of electricity in India and 10% in Vietnam, compared with 5% globally.2023年，太阳能发电至少占印度电力供应的6%、越南的10%，全球平均为5%。
  • Solar power is often cheaper to produce than fossil-fuel electricity, and solar and wind projects can be built more quickly and with less upfront investment than large coal or gas plants.在许多情况下，太阳能发电成本已低于化石燃料发电；与大型煤电或燃气电厂相比，太阳能和风电项目建设更快、前期投资更少。
  • A 2026 estimate based on Chinese import data suggested that around 100,000 solar panels were installed across Africa each day, 45% more than in the previous year.一项基于中国进口数据的2026年估算显示，非洲每天安装的太阳能电池板约为10万块，比上一年增加45%。
  • In India, Indonesia and Vietnam, electric scooters and motorbikes already cost the same as petrol models, while costing less to fuel.在印度、印度尼西亚和越南，电动踏板车和电动摩托车的购置成本已与汽油车型相当，但燃料成本更低。

For many emerging economies, renewables are becoming an economically attractive route to electrification rather than merely a climate policy choice.对许多新兴经济体而言，可再生能源正成为具有经济吸引力的电气化路径，而不只是气候政策选择。

024 Dimensions维度分析

Comparison对比

Emerging markets are electrifying faster新兴市场电气化速度更快

The source contrasts rapid electrification in emerging markets with what it describes as stagnation in Europe and the United States. India and Vietnam already obtain a larger share of electricity from solar than the global average.文章将新兴市场的快速电气化与其所称的欧洲和美国电气化停滞进行对比。印度和越南的太阳能发电占比已经高于全球平均水平。

India solar share of electricity印度太阳能发电占比

20232023年6 %

20232023年10 %

20232023年5 %

  • The source says Vietnam is already using more electricity than the United States, Europe and China, with India following the same path.文章称，越南目前使用的电力已经超过美国、欧洲和中国，印度也在沿着类似路径发展。
Cause因果关系

Solar addresses cost and grid constraints太阳能应对成本和电网限制

Countries with less fossil-fuel infrastructure can add renewable capacity without replacing as much legacy equipment. In parts of Africa, solar also offers an alternative to expensive imported diesel and unreliable grid access.化石燃料基础设施较少的国家无需替换大量既有设备，就能增加可再生能源产能。在非洲部分地区，太阳能还可替代昂贵的进口柴油，并缓解电网接入不足或供电不稳定的问题。

  • Solar and wind farms can be built quickly and with less upfront cost than large coal or gas plants.与大型煤电或燃气电厂相比，太阳能和风电场建设速度更快，前期成本也更低。
  • In many African countries, imported fuel makes diesel generation particularly expensive, while rural areas often lack grid connections or reliable power.在许多非洲国家，进口燃料使柴油发电成本尤其高昂，而农村地区往往没有电网接入，或无法获得稳定供电。
Future signal前瞻信号

Africa’s solar rollout is accelerating非洲太阳能部署正在加速

The source presents Sub-Saharan Africa as especially suited to solar because of strong sunlight, available land and unmet electricity demand. Import-based estimates indicate a rapid increase in panel installations, although the figures are not yet fully reflected in official statistics.文章认为，撒哈拉以南非洲日照充足、土地资源较多且电力需求尚未满足，因此特别适合发展太阳能。基于进口数据的估算显示，太阳能电池板安装量快速增长，但这些数据尚未完全反映在官方统计中。

Estimated solar panels installed across Africa per day非洲每日估算安装的太阳能电池板

20262026年100,000 panels per day

20262026年45 %

  • Namibia, South Africa, Kenya and Senegal have expanded their solar capacity substantially in recent years.纳米比亚、南非、肯尼亚和塞内加尔近年来大幅扩大了太阳能发电容量。
  • The source says solar combined with batteries could provide cheap electricity from the sun about 90% of the time.文章称，太阳能结合电池储能后，大约90%的时间可以依靠阳光提供廉价电力。
Consequence影响推演

Cheap electricity could reshape production廉价电力可能重塑生产布局

The article links abundant, low-cost solar power with possible faster growth in emerging markets and new industrial locations. It also notes that governments will need policies to ensure the benefits of the solar expansion are broadly shared.文章将充足且低成本的太阳能电力与新兴市场更快增长及新的工业布局联系起来。同时，文章指出，各国政府需要制定政策，确保太阳能扩张带来的收益能够广泛惠及社会。

  • An International Renewable Energy Association representative said industrial companies could find it cheaper to move production to places with clean solar power and batteries.国际可再生能源机构的一名代表表示，工业企业可能会发现，将生产转移到拥有清洁太阳能和电池储能的地区成本更低。
  • A South African energy expert said African governments’ next step should be policies ensuring that everyone benefits from the solar boom.一名南非能源专家表示，非洲国家政府的下一步应是制定政策，确保所有人都能从太阳能扩张中受益。

03Timeline时间线

  1. 2023 Renewables generated around a quarter of global electricity; solar supplied 6% of India’s electricity and 10% of Vietnam’s.可再生能源约占全球发电量的四分之一；太阳能分别占印度和越南发电量的6%和10%。
  2. 2026 An estimate based on Chinese import data put Africa’s daily solar-panel installations at around 100,000, up 45% from the previous year.一项基于中国进口数据的估算显示，非洲每日安装太阳能电池板约10万块，比上一年增加45%。
  3. 2026-10-07 DW published its report on the solar boom in emerging economies.DW发表关于新兴经济体太阳能热潮的报道。

Key takeaway核心结论

Falling solar costs and limited fossil-fuel infrastructure are allowing many emerging economies to expand electricity access without first building a fossil-fuel-based system.太阳能成本下降和化石燃料基础设施较少，使许多新兴经济体能够扩大电力供应，而无需先建立以化石燃料为基础的能源系统。

04What to Watch后续关注

  1. Whether African governments introduce policies that distribute the benefits of solar expansion broadly.非洲各国政府是否会出台政策，让太阳能扩张的收益得到更广泛分配。
  2. Whether solar combined with batteries can improve electricity reliability in areas without dependable grid access.太阳能与电池储能结合，能否改善缺乏可靠电网接入地区的供电稳定性。
  3. Whether cheap renewable electricity attracts more industrial production to Sub-Saharan Africa and other emerging markets.低成本可再生电力是否会吸引更多工业生产转移至撒哈拉以南非洲和其他新兴市场。

05Uncertainties不确定因素

  • The estimate of Africa’s solar-panel installations is based on Chinese import data and is not yet fully captured by official statistics.非洲太阳能电池板安装量的估算基于中国进口数据，目前尚未完全体现在官方统计中。
  • The source does not quantify how quickly grid connections, battery storage and renewable generation will expand across individual countries.文章没有量化各国电网接入、电池储能和可再生能源发电将以多快速度扩张。

06Sources信息来源

  1. Solar power is helping the Global South skip fossil fuelsSolar power is helping the Global South skip fossil fuels DW · 2026-10-07

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