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Mamiriro Ekusimudzira uye Tarisiro yeGlobal Photovoltaic Industry Chain

Muna 2022, pasi pechinangwa che "dual carbon" chinangwa, nyika iri muchikamu chakakosha chekushandurwa kwesimba.Iko kukakavara kwakanyanya pakati peRussia neUkraine kuri kuramba kuchitungamira kumitengo yefossil yakakwira.Nyika dzinobhadhara zvakanyanya kune simba rinogona kudzorerwa, uye misika ye photovoltaic iri kuwedzera.Ichi chinyorwa chichazivisa mamiriro ezvinhu iye zvino uye tarisiro yemusika wepasi rose photovoltaic kubva kumativi mana: kutanga, kukurudzirwa kwekambani ye photovoltaic munyika uye nyika / nzvimbo dzinokosha;chechipiri, kutengeserana kunze kwe photovoltaic industry chain products;chechitatu, kufanotaura kwemaitiro ekuvandudza kweiyo photovoltaic industry mu2023;Yechina ndeyekuongororwa kwemamiriro ekuvandudza kweiyo photovoltaic industry mune yepakati uye kwenguva refu.

Mamiriro ebudiriro

1.Indasitiri yepasi rose yephotovoltaic ine mikana yekusimudzira yakakwirira, inotsigira kudiwa kwezvigadzirwa muketani ye photovoltaic industry kuti irambe yakakwirira.

2. Zvigadzirwa zveChina zvephotovoltaic zvine zvakanakira zveindasitiri yeketani yekubatanidza, uye kutengesa kwavo kunze kwenyika kunokwikwidza zvakanyanya.

3. Photovoltaic core zvishandiso zviri kukura munzira yekushanda kwepamusoro, kushandiswa kwesimba shoma, uye kudhura kwakaderera.Iko kushandurwa kwakanaka kwemabhatiri ndiyo yakakosha tekinoroji chinhu chekupaza nepakati pebhodhoro reiyo photovoltaic indasitiri.

4. Kuda kutarisisa kune njodzi yekukwikwidza kwenyika.Nepo musika wepasi rose wephotovoltaic application uchiramba uchidikanwa, makwikwi epasi rose muindasitiri yekugadzira photovoltaic ari kuwedzera kuwedzera.

Kuvandudzwa kweiyo photovoltaic indasitiri munyika uye akakosha nyika / matunhu

Kubva pamaonero ekupedzisira kwekugadzira kweiyo photovoltaic indasitiri chain, mugore rose ra2022, inotungamirwa nezvinodiwa zvemusika wekushandisa, chiyero chekugadzira chekuguma kwekugadzira kweyepasi rose photovoltaic indasitiri chain icharamba ichiwedzera.Zvinoenderana nedata razvino rakaburitswa neChina Photovoltaic Industry Association muna Kukadzi 2023, huwandu hwepasi rose hwakaiswa hwephotovoltaics hunotarisirwa kuita 230 GW muna 2022, kuwedzera kwegore negore kwe35.3%, izvo zvichafambisa kuwedzera kwekugadzira. kugona kweiyo photovoltaic indasitiri chain.Mugore rose ra2022, China ichagadzira huwandu hwe806,000 matani e photovoltaic polysilicon, kuwedzera kwe59% gore negore.Zvinoenderana neindasitiri yekuverenga kweiyo kutendeuka reshiyo pakati pepolysilicon nemamodules, yeChina inowanikwa polysilicon inoenderana nekugadzirwa kwemodule ichave inosvika 332.5 GW muna 2022, kuwedzera kubva 2021. 82.9%.

Kufanotaura kwemaitiro ekusimudzira ephotovoltaic indasitiri muna 2023

Maitiro ekuvhura kumusoro uye kuenda kumusoro akaenderera mberi kwegore rose.Kunyange zvazvo chikamu chekutanga chinowanzova mwaka wekunze wekuisa muEurope neChina, munguva pfupi yapfuura, hutsva hutsva hwekugadzira polysilicon hwakaramba huchibudiswa, zvichiita kuti mutengo udzike mumaketani emaindasitiri, zvichinyatso kuderedza kuderera kwemitengo, uye kukurudzira kusunungurwa kwe yakaiswa simba.Panguva imwecheteyo, kudiwa kwePV mhiri kwemakungwa kunotarisirwa kuenderera mberi nemaitiro e "off-season" muna Ndira kubva munaFebruary kusvika Kurume.Zvinoenderana nemhinduro yemakambani emusoro module, maitiro ekugadzirwa kwemodule mushure meMutambo weChirimo akajeka, neavhareji mwedzi-pa-mwedzi kuwedzera kwe10% -20% munaFebruary, uye kumwe kuwedzera munaKurume.Kutanga kubva pachikamu chechipiri nechechitatu, sezvo mitengo yezvitoro ichiramba ichidzikira, zvinotarisirwa kuti kudiwa kucharamba kuchikwira, uye kusvika pakupera kwegore, pachava neimwe hombe-yakakura yekubatanidza grid tide, ichityaira iyo yakaiswa simba mukati. chikamu chechina kuti tisvike panhongonya yegore.Makwikwi eindasitiri ari kuramba achiwedzera.Muna 2023, kupindira kana kukanganisa kwegeopolitics, mitambo yenyika huru, kushanduka kwemamiriro ekunze uye zvimwe zvinhu pane yose yeindasitiri cheni uye cheni yekugovera ichaenderera mberi, uye kukwikwidza muindasitiri yepasi rose photovoltaic kuchawedzera kutyisa.Kubva pakuona kwechigadzirwa, mabhizinesi anowedzera kutsvagisa nekuvandudzwa kwezvigadzirwa zvinoshanda, inova ndiyo yekutanga nzvimbo yekuvandudza kukwikwidza kwepasirese kwezvigadzirwa zve photovoltaic;Kubva pamaonero ekugadzirwa kwemaindasitiri, maitiro eiyo remangwana photovoltaic indasitiri yekugovera cheni kubva pakati kuenda kune decentralized uye akasiyana-siyana ari kuramba achiwedzera kuoneka, uye zvinodikanwa kuti nesainzi uye zvine hungwaru kurongeka mhiri kwemakungwa maindasitiri cheni uye misika yemhiri kwemakungwa zvinoenderana neakasiyana musika maitiro uye Mamiriro emitemo, inova nzira inodiwa kumabhizinesi kusimudzira kukwikwidza kwepasirese uye kuderedza njodzi dzemusika.

Mamiriro ekusimudzira eiyo photovoltaic industry mune yepakati uye kwenguva refu

Iyo yepasi rose photovoltaic indasitiri ine yakakwirira budiriro mukana, inotsigira kudiwa kweiyo photovoltaic indasitiri cheni zvigadzirwa kuti zvirambe zvakakwirira.Kubva pakuona kwepasirese, kushandurwa kwesimba resimba kune kusiyanisa, kuchena uye kuderera-kabhoni inzira isingadzokerike, uye hurumende dzinoshingairira kukurudzira mabhizinesi kusimudzira solar photovoltaic industry.Mumamiriro ezvinhu ekuchinja kwesimba, pamwe chete nezvakanaka zvinhu zvekuderera kwe photovoltaic simba rekugadzira mari inounzwa nekufambira mberi kwetekinoroji, munguva yepakati, mhiri kwemakungwa photovoltaic yakaiswa simba rinodiwa richaramba richichengetedza kubudirira kwepamusoro.Zvinoenderana nekufanotaura kweChina Photovoltaic Industry Association, iyo yepasi rose nyowani photovoltaic yakaiswa simba ichave 280-330 GW muna 2023 uye 324-386 GW muna 2025, ichitsigira kudiwa kweiyo photovoltaic indasitiri cheni zvigadzirwa kuti zvirambe zvakakwirira.Mushure megore ra2025, tichifunga nezvezvinhu zvekushandiswa kwemusika uye kugovera uye kuenzanisa kwekuda, panogona kunge paine kumwe kuwanda kwepasi rose photovoltaic products.China's photovoltaic products zvine mukana weindustria chain linkage, uye kunze kwenyika kune kukwikwidza kwakanyanya.Indasitiri yeChina yephotovoltaic ine yakanyanya kuzara yepasi rose photovoltaic indasitiri yekugovera mabhenefiti, yakazara maindasitiri rutsigiro, kumusoro uye kuzasi kwekubatanidza maitiro, kugona uye kuburitsa zvakanakira zviri pachena, inova hwaro hwekutsigira kutengeswa kwechigadzirwa.Panguva imwecheteyo, indasitiri yeChina photovoltaic inoenderera mberi nekuvandudza uye inotungamira nyika mune zvakanakira tekinoroji, ichiisa hwaro hwekutora mikana yemusika wepasirese.Pamusoro pezvo, tekinoroji yedhijitari uye tekinoroji yehungwaru yakamhanyisa shanduko yedhijitari uye kusimudzira indasitiri yekugadzira uye yakavandudza zvakanyanya kugadzira. kiyi tekinoroji chinhu cheiyo photovoltaic indasitiri yekupaza nepakati pebhodhoro.Pasi pemamiriro ekuenzanisa mutengo uye kushanda zvakanaka, kana tekinoroji yebhatiri ine yakanyanya kutendeuka kuita yapinda mukugadzirwa kwakawanda, inokurumidza kutora musika uye kubvisa yakaderera-yekupedzisira kugadzirwa.Iyo yechigadzirwa cheni uye cheni yekugovera chiyero pakati pekumusoro nekudzika kweiyo indasitiri cheni ichavakwa zvakare.Parizvino, crystalline silicon masero ichiri tekinoroji yakakura yeindasitiri yephotovoltaic, iyo inoumbawo kushandiswa kwakanyanya kwesilicon, uye inoonekwa sechizvarwa chechitatu chemhando yepamusoro-yepamusoro-soro mabhatiri efirimu anomiririra perovskite akaonda-firimu mabhatiri. mukuchengetedza simba, kuchengetedza kwezvakatipoteredza, dhizaini yekushandisa, kushandiswa kwezvinhu zvakasvibirira uye zvimwe zvinhu zvine mabhenefiti akakosha, tekinoroji ichiri murabhoritari nhanho, kana budiriro yetekinoroji yaitika, kutsiva kwecrystalline silicon masero inova tekinoroji yakakura, iyo bhodhoro inomanikidza. yezvigadzirwa zvemhando yepamusoro muchikamu cheindasitiri zvichaputswa.Kuchenjerera kunoda kubhadharwa kune njodzi dzemakwikwi epasi rose.Ndichiri kuchengetedza kudiwa kwakasimba mumusika wepasi rose photovoltaic application, makwikwi epasi rose muindasitiri yekugadzira photovoltaic ari kuwedzera.Dzimwe nyika dziri kushingaira kuronga nzvimbo yekugadzira uye kugadzira uye kugovera chain chain munzvimbo ye photovoltaic industry, uye kukurudzirwa kwekugadzirwa kwemagetsi matsva kwakasimudzirwa kuhutano hwehurumende, uye kune zvinangwa, zviyero uye matanho.Semuenzaniso, US Inflation Reduction Act ye2022 inoronga kuisa madhora mabhiriyoni makumi matatu emadhora muzvikwereti zvemutero wekugadzira kusimudzira kugadziridzwa kwemagetsi ezuva uye zvigadzirwa zvakakosha muUnited States;Iyo EU inoronga kuzadzisa chinangwa che100 GW cheiyo yakazara PV industry chain panosvika 2030;India yakazivisa iyo National Plan yeInoshanda Solar PV Modules, iyo ine chinangwa chekuwedzera kugadzirwa kwemuno uye kuderedza kutsamira kunze kwesimba rinogoneka.Panguva imwecheteyo dzimwe nyika dzakaunza nhanho dzekurambidza kutengwa kwezvigadzirwa zvephotovoltaic zveChina kunze kwezvido zvavo, izvo zvine chekuita nekutengesa kweChina photovoltaic chigadzirwa.

kubva: Mabhizinesi eChinese anobatanidza simba idzva.


Nguva yekutumira: May-12-2023