← 返回巴西资讯
巴西资讯巴西宏观市场2026年7月5日

亚马逊孤立电网三年减52个,中资光伏储能设备商迎拍卖窗口

分享

Amazon grid cuts number of isolated power systems

巴西亚马逊地区孤立电力系统三年减少52个,惠及100万人;2026-2027年将推混合发电拍卖,中资光伏、储能及输变电设备供应商可关注政策窗口。

为什么值得关注

亚马逊孤立电网改造释放光伏、储能及输变电设备采购需求,中资供应商可参与MME混合发电拍卖,政策窗口期2026-2027年。

巴西矿业和能源部(MME)与全球能源联盟(GEA)联合报告显示,过去三年亚马逊地区孤立电力系统从212个降至160个,减少52个,惠及超过100万此前无电或供电不稳的居民。2025年,15个新连接点接入国家互联系统(SIN),包括罗赖马州首府博阿维斯塔——最后一个接入国家电网的州首府,该项目取代孤立的柴油发电,惠及约65万人,预计每年节省约19亿雷亚尔行业费用。对在巴中资企业而言,这一转型意味着光伏组件、储能系统及输变电设备的需求正在从政策规划转向实际采购。

报告将成果归因于2023年启动的联邦计划“亚马逊能源”(Energias da Amazônia),该计划通过将社区接入SIN或开发更清洁、更便宜的本地发电来扩大电力供应。关键工具包括输电拍卖、孤立系统供电解决方案拍卖以及投资补偿机制。2025年拍卖中,混合发电厂(柴油发电与太阳能光伏和电池储能结合)占签约容量的大部分,显示技术路线已从纯柴油转向“柴油+可再生能源”组合。

对中资企业而言,直接触点集中在设备供应和工程服务领域。孤立系统拍卖中混合电厂对光伏和储能的需求明确,中资光伏组件、逆变器及锂电池储能系统供应商可关注MME后续拍卖公告。此外,博阿维斯塔等接入SIN的项目涉及输变电工程,中资电力工程总包及变压器、电缆企业存在分包或设备供货机会。底稿未涉及中资企业直接参与案例,但通过拍卖机制和混合化趋势,设备出口和EPC服务是主要传导路径。

CBI解读认为,底稿数据表明亚马逊地区电力转型已从“规划期”进入“执行放量期”。70%孤立系统仍依赖柴油、年排放250万吨CO₂当量,意味着未来2-3年“混合化”改造空间巨大。MME已为2026-2027年制定战略,包括提高可再生能源最低比例、开发新融资机制、简化环境许可及针对现有系统混合化的专项拍卖。CBI观察,这与巴西整体脱碳目标一致,且孤立系统仅占全国电力消费0.6%,政策阻力较小,执行确定性较高。

待观察点包括:一是2026年孤立系统拍卖的具体时间表和技术要求,特别是可再生能源最低比例是否明确;二是新融资机制是否引入BNDES或国际开发机构优惠贷款,影响项目IRR;三是环境许可简化能否缩短设备清关和项目交付周期,这对中资EPC企业的工期估算至关重要。

CBI 观察编辑判断

事实层面,底稿显示孤立系统柴油依赖度仍高达70%,年排放250万吨CO₂,但混合电厂已占拍卖签约主流。CBI认为,这意味着“柴油+光伏+储能”模式已获官方验证,后续拍卖将加速复制,中资储能和光伏企业应提前注册MME供应商库并关注拍卖规则中本地化率要求。

这条资讯对你有帮助吗?

信息概要

类型
行业趋势
方向
巴西
分类
宏观市场
层级
编辑整理
地点
中资光伏组件、储能系统、输变电设备供应商及电力工程总包企业
核验
待核验
对象
在巴中资光伏组件及储能设备供应商在巴中资电力工程总包及输变电设备企业关注巴西能源拍卖的中资投资者
话题
政策行业趋势

来源信息

来源
Valor International
原文标题
Amazon grid cuts number of isolated power systems
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Amazon grid cuts number of isolated power systems

The number of isolated electricity systems in Brazil’s Amazon region has dropped from 212 to 160 over the past three years, benefiting more than 1 million people who previously had no access to electricity or lived with unreliable power.The number of isolated electricity systems in Brazil’s Amazon region has dropped from 212 to 160 over the past three years, benefiting more than 1 million people who previously had no access to electricity or lived with unreliable power. Brazil to reauction power transmission assets after legal settlement Brazil expected to resort to power curtailment more often Fiber-optic cables in riverbeds expand Amazon connectivity The figures come from a report by the Ministry of Mines and Energy (MME), produced in partnership with the Global Energy Alliance (GEA) and obtained by Valor. Despite the progress, challenges remain in connecting other isolated areas, developing local supply alternatives, and weaning the region off fossil fuels. Isolated systems are power grids not connected to Brazil’s National Interconnected System (SIN), the country’s main electricity network. The report credits the results to Energias da Amazônia (Amazon Energy), a federal program launched in 2023 to expand access to power—either by linking communities to the SIN or by developing cheaper, cleaner local generation. Its tools include transmission auctions and authorizations, auctions for power-supply solutions in isolated systems (such as the one held in 2025), programs to structurally lower generation costs, and mechanisms to reimburse investment in these regions. “The Amazon plays a strategic role in Brazil’s energy agenda. These results reflect the work we’ve been doing since 2023, and show the world that energy security, regional development and sustainability can go hand in hand through innovative public policy and greater use of renewable sources,” Mines and Energy Minister Alexandre Silveira said in a statemenmnt. One of the biggest milestones, according to the report, was the completion of 15 new connections to the national grid in 2025—including Boa Vista, the capital of Roraima and the last Brazilian state capital to join the grid. That project replaced isolated diesel-fired generation, benefiting roughly 650,000 people and is expected to save around R$1.9 billion a year in sector charges. The report also highlights the results of the isolated-systems auction, in which hybrid power plants—combining diesel generation with solar photovoltaic power and battery storage, among other technologies—accounted for most of the contracted capacity. Overall, the findings point to a shift away from diesel-fired thermal generation, which is costlier and more polluting, toward a more efficient energy mix better aligned with decarbonization goals. Even so, fossil fuel dependence remains one of the sector’s biggest hurdles: about 70% of electricity generation in isolated systems still relies on diesel, driving up operating costs and environmental impact. Isolated systems account for just 0.6% of Brazil’s total electricity consumption, but they’re responsible for roughly 2.5 million tonnes of CO2-equivalent emissions a year—largely due to diesel-based generation. The report also lays out strategies for 2026 and 2027, including revising future auction and tender guidelines to raise the minimum share of renewable generation required, developing new financing mechanisms, streamlining environmental licensing, and creating auctions focused specifically on “hybridizing” existing systems—that is, adding renewable sources to cut diesel use. “These measures cut costs for everyone,” said Luiz Eduardo Barata Ferreira, president of the National Front of Energy Consumers. “It’s important to speed this process up, and that’s the government’s responsibility.” Part of the challenge is simply logistical. Roberto Brandão, scientific and technical director of the Electric Power Sector Studies Group at the Federal University of Rio de Janeiro (UFRJ), says real progress has been made, but doubts every isolated system can eventually be connected to the national grid. “The vast majority of grid integrations have already happened,” he said, pointing to large systems like Manaus, Acre and Roraima, which were disconnected until recently. “Now we’re left with places so remote that hooking them up to the grid costs more than just building a local solution. We’ll always have isolated systems.” Even so, Brandão believes the government has the right policy tools at its disposal, including the ability to design auctions with specific requirements that push for more sustainable solutions. He also pointed to the region’s environmental sensitivity: the Amazon, often called the “lungs of the world,” until recently relied on numerous communities powered by fossil fuels—diesel chief among them. Brazil, he said, has already begun testing hybrid solutions “to reduce dependence on diesel.” “They may end up being cheaper, given how much the cost of solar power and batteries has come down,” he said. “There’s also the decarbonization angle. One of Brazil’s most environmentally sensitive regions has the country’s most polluting form of power generation. The volume of fuel burned is relatively small, but given the location, it’s always a sensitive issue.”

觉得有价值?

分享给需要了解巴西市场的朋友

帮助更多中国企业看懂巴西,做成生意

China Brazil Insight · 中巴合作价值链中的信息节点

这条资讯影响你的业务吗?

CBI 提供从信息到行动的完整支持