Engxenyeni yokuqala ka-2022, isidingo esinamandla emakethe ye-PV esabalalisiwe sagcina imakethe yaseShayina. Izimakethe ezingaphandle kwaseShayina zibone isidingo esinamandla ngokuya ngedatha yamasiko aseShayina. Ezinyangeni ezinhlanu zokuqala zalo nyaka, i-China yathumela emhlabeni amamojula angu-63GW we-PV, aphindeka kathathu kusukela esikhathini esifanayo ngo-2021.
Isidingo esinamandla kunalokho obekulindelwe kusizini engasebenzi sikhulise ukushoda kwe-polysilicon okukhona engxenyeni yokuqala yonyaka, okuholele ekunyukeni kwamanani okuqhubekayo. Kusukela ekupheleni kukaJuni, intengo ye-polysilicon isifinyelele ku-RMB 270/kg, futhi ukunyuka kwentengo akubonisi uphawu lokuma. Lokhu kugcina amanani emojuli emazingeni awo aphezulu amanje.
Kusukela ngoJanuwari kuya kuMeyi, i-Europe yangenisa amamojula angu-33GW evela e-China, ebalwa ngaphezu kuka-50% wengqikithi yamamojula aseChina athunyelwa ngaphandle.
I-India neBrazil nazo ziyizimakethe eziphawulekayo:
Phakathi kukaJanuwari noMashi, i-India yangenisa ngaphezu kuka-8GW wamamojula kanye namaseli acishe abe ngu-2GW ukuze aqoqwe ngaphambi kokwethulwa kwe-Basic Customs Duty (BCD) ekuqaleni kuka-April. Ngemuva kokuqaliswa kwe-BCD, ukuthunyelwa kwemojula eNdiya kwehle ngaphansi kwe-100 MW ngo-Ephreli nangoMeyi.
Ezinyangeni ezinhlanu zokuqala zalo nyaka, i-China yathumela ngaphezu kwe-7GW yamamojula e-Brazil. Ngokusobala, isidingo eBrazil sinamandla kulo nyaka. Abakhiqizi baseNingizimu-mpumalanga ye-Asia bavunyelwe ukuthumela amamojula njengoba amanani entengo ase-US emisiwe izinyanga ezingama-24. Unalokhu engqondweni, isidingo esivela ezimakethe okungezona ezaseShayina kulindeleke ukuthi sidlule i-150GW kulo nyaka.
Sisidingo esinamandla
Isidingo esinamandla sizoqhubeka engxenyeni yesibili yonyaka. I-Europe ne-China zizongena enkathini ephakeme kakhulu, kuyilapho i-US ingase ibone isidingo sikhuphuka ngemva kokuyekwa kwentela. I-InfoLink ilindele ukuthi isidingo sikhuphuke ngekota ngekota engxenyeni yesibili yonyaka futhi sikhuphukele inani eliphakeme lonyaka ngekota yesine. Ngokombono wesidingo sesikhathi eside, i-China, i-Europe kanye ne-United States izosheshisa ukukhula kwesidingo somhlaba wonke ekuguqukeni kwamandla. Ukukhula kwesidingo kulindeleke ukuthi kukhuphuke kuye ku-30% kulo nyaka kusuka ku-26% ngo-2021, kanti isidingo semojula kulindeleke ukuthi sidlule ama-300GW ngo-2025 njengoba imakethe iqhubeka nokukhula ngokushesha.
Nakuba isidingo sesisonke sishintshile, kanjalo nesabelo semakethe samaphrojekthi abekwe phansi, ophahla lwezimboni nohwebo kanye nezindawo zokuhlala. Izinqubomgomo zaseShayina zigqugquzele ukuthunyelwa kwamaphrojekthi we-PV asabalalisiwe. E-Europe, ama-photovoltaics asatshalaliswa abe nenani elikhulu, futhi isidingo sisakhula kakhulu.
Isikhathi sokuthumela: Aug-04-2022