台灣地面型太陽能電廠投資效益與經營策略之個案探討

Abstract

近年來受到全球暖化影響，各國紛紛尋求發展乾淨無污染的替代能源，因此積極投入綠能產業發展與研究，其中以太陽光電發展最為快速。我國政府在推動綠色能源方面，以各項政策激勵再生能源業者投入，例如2016年提出太陽光電2年推動計畫，訂定太陽光電發展目標。近年來，台灣已有部分業者投入太陽能電廠的建置，逐步建立營運績效，但整體發展仍然遇到挑戰，最主要為饋線之缺乏與土地取得不易，若能透過商業模式的設計，整合各方參與者，相信能加速台灣太陽光電的發展，對推動綠色能源有所助益。 有鑑於此，本研究以太陽光電之下游電廠作為研究之對象，以文獻探討與搜集次級資料方式，整理出太陽光電的產業價值鏈、產業發展趨勢、產業競爭狀況、五力分析以及產業關鍵因素等，並以一個案公司作為深入研究之對象，並從個案公司角度提出不同商業模式的可行性，並點出投資太陽能電廠之效益為何，期許為台灣太陽光電發展提出具有實務意義的建議。

In recent years, countries have been seeking to develop clean and pollution-free alternative energy sources as a result of global warming. Thus, they are actively investing in the research and development of green energy, among which solar energy is the fastest growing sector. In Taiwan, the government has designed policies for the stimulation of green energy, and companies have invested in the construction of solar power plants and gradually established operational performance. Nevertheless, the overall development of solar power plants still encounters challenges. The most critical ones include lack of distribution feeders and integration of lands. If those challenges could be alleviated through the design of business models to engage different parties of interests, the development of Taiwan solar power plants could be hopefully accelerated. The research hence takes the perspective from the downstream of the solar power industry, i.e. solar power plants, in order to examine its value chain, industry trends, five force analysis, and competitive landscape through literature review and secondary data collections. The research also conducts a case study of a company which focuses on the construction and operation of solar power plants. This research hopefully would provide practical insights on the business strategy of solar power plants.