Maris 21 ta sanar da shigar da bayanan hoto na Janairu-Fabrairu na bana, sakamakon ya wuce yadda ake tsammani, tare da ci gaban shekara-shekara na kusan 90%.
Marubucin ya yi imanin cewa a cikin shekarun da suka gabata, kwata na farko shine lokacin al'ada na al'ada, lokacin wannan shekara ba kawai haske ba ne, amma har ma da rikodin rikodi, kuma tare da rabi na biyu na sakin siliki na siliki, farashin ya ci gaba da faduwa, raguwar farashin sassan, buƙatun PV na shekara-shekara zai wuce tsammanin a farkon shekara.
A ranar 21 ga Maris, Hukumar Makamashi ta Kasa ta fitar da kididdigar masana'antar wutar lantarki ta kasa daga Janairu zuwa Fabrairu, gami da sabbin kayan aikin wutar lantarki na Janairu-Fabrairu na 20.37GW, karuwar da kashi 87.6%. A sa'i daya kuma, Hukumar Kwastam ta kuma fitar da bayanan fitar da kayayyaki daga Janairu zuwa Fabrairu, ciki har da fitar da batir daga Janairu zuwa Fabrairu na dala biliyan 7.798, wanda ya karu da kashi 6.5% a duk shekara; fitar da inverter na dala biliyan 1.95, ya karu da kashi 131.1% a duk shekara.
Mafi ƙetare tsammanin kasuwa shine adadin wutar lantarki da aka shigar a cikin Janairu-Fabrairu. Dangane da ka'idar shigarwa na shekarun da suka gabata, kwata na farko da kwata na uku sune lokacin kashe-kashe, kwata na biyu saboda “630” rush shigarwa, kwata na huɗu saboda “1230” rush shigarwa shine lokacin kololuwar al'ada, kwata na huɗu na shigar da ƙarfin gabaɗaya zai wuce 40% na shekara, Janairu-Fabrairu saboda bikin bazara da sauran abubuwan sanyi, mafi kyawun shigar. Amma wannan shekara sauyi ne daga al'ada a shekarun baya, farkon watanni biyu na haɓaka ƙarfin aiki na shekara-shekara ya ninka cikin sauri, kuma ma'aunin yana kusa da ƙarfin da aka girka a farkon rabin 2022.
Kasuwar a baya ta yi hasashe irin na shekarun baya, saboda bikin bazara, da kuma karshen annobar bara, da sauran dalilai, cewa shigarwar Janairu-February zai kasance mai laushi, Maris gaba ɗaya zai tashi. Amma bayan bayanan sun fito, amma sun fi kyakkyawan fata fiye da yadda aka annabta.
Bisa ga fahimtata, ainihin halin da ake ciki shi ne, daga wannan shekara kafin da kuma bayan bikin bazara, ma'aikatan gaba-gaba suna hutawa kaɗan, mafi kuzari fiye da shekarun da suka gabata, fahimtar masana'antu shine wannan, bayanan sun fito da tabbaci.
Me yasa farkon shekara ke cike da kuzari? Yi la'akari da dalilai masu zuwa:
1) bayyanannen manufofin, shigar da sha'awar zai zama mafi tsanani
Daga bangaren manufofin, ko manyan kamfanoni biyar ne manya shida, ko kamfanoni masu zaman kansu, gina sabon makamashi shine kiyaye kyakkyawar dabi'a, wannan ba wai kawai ya canza ba, kuma tare da lokacin bayarwa na 14, 15 na gabatowa, sha'awar da aka shigar za ta kara tsananta.
(2) ba kawai zai nemi abubuwan da aka gyara a farashi mai rahusa ba, injin da aka shigar zai iya kasancewa akan
Kamar yadda muka sani, a karkashin tsarin bayyanannen nufi, shigarwa na cikin gida na bara ba kamar yadda ake tsammani ba, musamman saboda farashin siliki na sama ya yi yawa, wanda ya haifar da farashin mafi girman abubuwan da ke tashi zuwa yuan 2 / W, yanayin wasan caca mai ƙarfi kai tsaye ya raunana tashar da aka shigar, saboda rashin samun kuɗi.
Tare da ƙarshen shekarar da ta gabata ya zuwa yanzu sakin siliki na samar da kayayyaki, kodayake lokacin farashin ya sake dawowa na ɗan lokaci, yanayin ya ragu, farashin kayan aikin ya ragu a ƙarshe, kuma tashar da aka shigar zata fara wannan shekara ta fi kyau.
An fahimci cewa, ga kamfanonin makamashi, lokacin da bangaren ya ragu zuwa kewayon 1.7-1.8 yuan / W, kamfanonin makamashi na tashar sun kasance masu amfani sosai, don haka ba za su jira har sai na'urar ba sannan kuma su ci gaba da fadowa da gradient sannan a sanya su.
Domin ko da yake bangaren kudin ne daya daga cikin kudin la'akari da makamashi ci gaban Enterprises, amma kuma ba zai zama bin low farashin, yadda bangaren alama, ko a kan lokaci bayarwa ne mafi muhimmanci, kuma ko da wasu panel factory farashin ne low isa, amma akwai iya zama wani hadarin rashin iya isar a kan lokaci, ba da m zai yi la'akari da zabi.
Yanzu yanayin kasuwa a zahiri shine, rubu'in farko na sha'awar da aka sanya na bana ya zarce na shekarun baya, gasar kasuwa tana da zafi sosai, muna damko aikin, za a iya yin aiki gwargwadon iko, musamman ga kananan kamfanoni biyar da shida mallakar gwamnati, abin da ya fi damuwa shi ne karshen shigar da katin rahoto ta yaya. Don haka a wannan yanayin, bisa ga matakin 1.7-1.8 yuan / W farashin, ya isa, zai kama aikin.
Lokacin aikawa: Maris 24-2023