UMnyango Wezangaphandle: Amalungelo obunikazi e-photovoltaic aseShayina ahamba phambili emhlabeni: U-Wang Wenbin uthe ukuvikelwa kwempahla yengqondo kuwusekelo olubalulekile lwentuthuko emisha.Ngokusekelwa ubuchwepheshe obunelungelo lobunikazi, i-China iye yathuthukisa ngokuqhubekayo ikhwalithi nokusebenza kahle kwamalungelo empahla yobuhlakani futhi yasheshisa ukukhululwa kobungqabavu bokuqamba izinto ezintsha.Njengamanje, iShayina inezicelo zamalungelo obunikazi emhlabeni wonke eziyi-126,400 zamaseli elanga, ikleliswe kuqala emhlabeni.Izinkampani ezingu-10 eziphambili kakhulu ekuthengisweni kwezimoto ezintsha zamandla eShayina zinamalungelo obunikazi asemthethweni angaphezu kuka-100,000 emhlabeni jikelele, ezihola imboni eluhlaza nekhabhoni ephansi futhi zisiza ukusimama komnotho womhlaba.
imibono ewumongo
I-Southeast Asia inamandla amakhulu okukhiqiza ama-photovoltaic, amandla okukhiqiza amamojula afinyelela ku-150GW ngo-2023: Muva nje, i-"ASEAN Briefing" ibike ukuthi ngo-2030, iNingizimu-mpumalanga ye-Asia inamandla okukhiqiza i-125-150GW yomthamo we-photovoltaic module.Isifunda sesivele silawula u-2-3% we-polysilicon yomhlaba wonke namandla okukhiqiza ama-wafer, kanye no-9-10% wemojula yomhlaba kanye namandla okukhiqiza amaseli.Ukukhiqizwa okuningi kugxile eLaos, Malaysia, Vietnam, Cambodia naseThailand.
Inqubomgomo entsha ka-Shandong ilungele ama-photovoltaics angasogwini: NgoJanuwari 2, 2024, Uhulumeni Wabantu Wesifunda SaseShandong ukhiphe uhlu lwenqubomgomo yango-2024 (iqoqo lokuqala) “lokuthuthukisa ukuqiniswa nokuthuthukiswa komnotho, ukusheshisa intuthuko eluhlaza, enekhabhoni ephansi kanye nekhwalithi ephezulu”.Inqubomgomo iphakamisa ukuthuthukisa isitoreji se-photovoltaic sasolwandle.Amaphrojekthi we-Offshore photovoltaic aqediwe futhi axhunywe kugridi ngaphambi kokuphela kuka-2025 akhululwa ekulungiseni izindawo zokugcina amandla;lawo aqediwe futhi axhunywe kugridi ngemva kuka-2025, ngokomthetho, afakwe izinsiza zokugcina amandla ngenani elingekho ngaphansi kuka-20% namahora angu-2, futhi angasebenzisa ukusatshalaliswa Ukwakha isitoreji samandla, isitoreji samandla esisha noma esiqashisayo esizimele, i-hydrogen. ukukhiqizwa, njll. Phakathi kwazo, ukugcinwa kwamandla okuzimele okusanda kwakhiwa okuhlangabezana nemibandela kungase kubekwe eqhulwini kumtapo wolwazi wephrojekthi wokulondoloza amandla wesifundazwe.Ngesikhathi esifanayo, amaphrojekthi aphehla amandla omoya ogwini lolwandle aqedwayo futhi axhunywe kugridi ngaphambi kokuphela kuka-2023 ayakhululwa ekwakheni noma ekuqashiseni izindawo zokugcina amandla.
Amanani emojula: Ngokusho kwedatha ye-InfoLink, inani lentengo elimaphakathi lamamojula we-PERC wohlangothi olulodwa angu-182mm kuleli sonto lalingu-0.93 yuan/W, lehle ngo-2.1% kusukela ngesonto eledlule;inani lentengo elimaphakathi lamamojula we-PERC anezinhlangothi ezimbili ezingu-182mm lalingu-0.95 yuan/W, lehle ngo-2.1% kusukela ngesonto eledlule.Intengo yemojula ye-TOPCon ingu-1.00 yuan/W, yehle ngo-2% kusukela ngesonto eledlule.Izinga lokuthathwa kwe-oda lamamojula ngoJanuwari lalinokuvilapha uma kuqhathaniswa nesikhathi esedlule, futhi zombili izigaba zokuqala nezesibili zamamojula zinokuthambekela kokunciphisa ukukhiqizwa.Ukukhiqizwa kokukhiqizwa kwasekhaya kuhlelelwe ukuthi kube ngu-40-41GW, okucishe kube ngaphansi ngo-14% kunokukhishwa kukaDisemba okungaba ngu-47-48GW.Ama-oda kaFebruwari awakacaci kahle, kodwa kunezinsuku ezimbalwa ngoFebhuwari futhi izimboni eziningi zinamaholide anganqunyiwe oMkhosi Wasentwasahlobo.Kulindeleke ukuthi amashejuli okukhiqiza asazoba nethrendi eyehlayo.
Isu Lokutshalwa Kwezimali
Njengamanje, ukugxila kwemboni kuyanda kancane kancane, iphethini yokuncintisana isiqalile ukwenziwa ngcono, intengo yochungechunge lwezimboni ngokuyisisekelo isondele phansi, futhi inani lokutshalwa kwezimali lamabhizinisi ahamba phambili selivele.Kunconywa ukuthi unake amathuba okutshala izimali ezinkampanini ezihamba phambili ngemuva kokuba imboni isisuliwe futhi isibikezelo sokusebenza sekota yokuqala yonyaka ozayo simenyezelwe futhi izindaba ezingezinhle ziyenzeka.
Izitoko ezihilelekile ngenhla zisetshenziswa kuphela njengezimo zokufundisa futhi azihlanganisi iseluleko sokutshalwa kwezimali.Zenzelwe kuphela ireferensi nokufunda.
Umthombo oyisithenjwa: I-Shanxi Securities Solar Energy Industry Umbiko Wamasonto onke ngoJanuwari 8, 2024: Amalungelo obunikazi e-photovoltaic ase-China akleliswe kuqala emhlabeni, futhi izintengo ezindaweni eziphezulu nezimaphakathi zochungechunge lwezimboni ziyisicaba.
Isitatimende esikhethekile: Okuqukethwe yile ndatshana kungokwereferensi kuphela futhi akuhlanganisi iseluleko sokutshalwa kwezimali.Abatshalizimali basebenza ngokufanele ngokuzifaka engozini yabo.
Isikhathi sokuthumela: Jan-25-2024