Ngokutsho kwe-S&P Global, iindleko zecandelo eziwayo, ukwenziwa kwemveliso yasekhaya, kunye namandla asasazwayo zezona ndlela zithathu ziphambili kushishino lwamandla avuselelekayo kulo nyaka.
Ukuqhubekeka kokuphazamiseka konikezelo, ukutshintsha ekujoliswe kuko ekufumaneni amandla avuselelekayo, kunye nengxaki yamandla kwihlabathi liphela ngo-2022 zezinye zeendlela eziguqukela kwisigaba esitsha senguqu yamandla kulo nyaka, utshilo iS&P Global.
Emva kweminyaka emibini yokuchatshazelwa kukuqiniswa kwekhonkco lokubonelela, imathiriyeli ekrwada, kunye neendleko zothutho ziya kuwa ngo-2023, ngeendleko zothutho lwehlabathi ziye zawela kumanqanaba obhubhane weNqanaba eNtsha. Kodwa oku kuncitshiswa kweendleko akuyi kuguqulela ngokukhawuleza kwinkcitho yemali ephantsi yeeprojekthi zamandla ahlaziyekayo, utshilo i-S&P Global.
Ukufikelela kumhlaba kunye nokuqhagamshelwa kwegridi kubonakalise ukuba yeyona nto ibambekayo kwishishini, i-S&P Global ithe, kwaye njengoko abatyali-mali begxalathelana ukuhambisa imali eyinkunzi kwiimarike ezinokufumaneka konxibelelwano olungonelanga, bazimisele ukuhlawula iprimiyamu yeeprojekthi ezilungele ukwakhiwa kwakamsinya, okukhokelela kwisiphumo esingalindelekanga sokuqhuba iindleko zophuhliso.
Olunye utshintsho oluqhuba amaxabiso kukunqongophala kwabasebenzi abanezakhono, okukhokelela kwiindleko eziphezulu zomsebenzi wokwakha, eyathi i-S&P Global, kunye nokunyuka kweendleko zenkunzi, kunokuthintela ukuhla okubonakalayo kumaxabiso e-capex yeprojekthi kwixesha elikufuphi.
Amaxabiso emodyuli yePV ehla ngokukhawuleza kunokuba bekulindelwe ekuqaleni kuka-2023 njengoko iimpahla zepolysilicon ziba zininzi. Olu ncedo lunokuhluza ukuya kumaxabiso emodyuli kodwa kulindeleke ukuba lulungiswe ngabavelisi abafuna ukubuyisela imida.
Ezantsi kwikhonkco lexabiso, imida ilindeleke ukuba iphucule kubafaki kunye nabasasazo. oku kunokunciphisa inzuzo yokunciphisa iindleko kubasebenzisi bokuphela kwelanga eluphahleni, utshilo i-S&P. ngabaphuhlisi beeprojekthi zomgangatho woncedo eziya kuxhamla ngakumbi kwiindleko eziphantsi. I-s&P ilindele ukuba ibango lehlabathi leeprojekthi zomgangatho oluncedo ukuba zomelele, ngakumbi kwiimalike eziqalayo ezingabizi kakhulu.
Kwi-2022, i-solar esasazwayo iqinisa isikhundla sayo njengeyona ndlela ilawulayo yonikezelo lwamandla kwiimarike ezininzi ezivuthiweyo, kwaye i-S & P Global ilindele ukuba iteknoloji yokwandisa ibe ngamacandelo amatsha abathengi kwaye ifumane indawo kwiimarike ezintsha ngo-2023. Iinkqubo ze-PV zilindeleke ukuba zihlanganiswe ngokuqhubekayo kunye nokugcinwa kwamandla njengoko ukhetho olukwabelwanayo lwelanga luvela kunye neentlobo ezintsha zekhaya kunye neeprojekthi ezincinci zokudibanisa iiprojekthi zegridi ziya kuba nako.
Iintlawulo zangaphambili zihlala ziyeyona ndlela ixhaphakileyo yotyalo-mali kwiiprojekthi zasekhaya, nangona abasasazi bamandla beqhubeka nokutyhala imeko-bume eyohlukeneyo, kubandakanywa izivumelwano zokuqeshisa ixesha elide, zokuqeshisa ngokufutshane, kunye nokuthengwa kwamandla. Ezi modeli zenkxaso-mali zisasazwe ngokubanzi e-US kule minyaka ilishumi idlulileyo kwaye kulindeleke ukuba zande kumazwe amaninzi.
Abarhwebi kunye nabathengi bemizi mveliso kulindeleke ukuba bathathele phezulu inkxaso-mali yomntu wesithathu njengoko ukungabikho kwemali kuba yinkxalabo enkulu kwiinkampani ezininzi. umceli mngeni kubaboneleli beenkqubo ze-PV ezixhaswa ngemali ngumntu wesithathu kukwenza isivumelwano nabahloniphekileyo abakhuphayo, itsho iS&P Global.
Kulindeleke ukuba imeko-bume yomgaqo-nkqubo ithande ukwanda kokusasazwa kwemveliso, nokuba kungezibonelelo zemali, ukucuthwa kwe-VAT, isaphulelo senkxaso-mali, okanye imirhumo yexesha elide yokhuseleko.
Imingeni yekhonkco lonikezelo kunye neenkxalabo zokhuseleko lwesizwe zikhokelele ekugxininiseni okukhulayo kwimveliso yelanga kunye nokugcinwa kwendawo, ngokukodwa e-US naseYurophu, apho ugxininiso ekunciphiseni ukuthembela kwigesi yendalo ephuma kumazwe angaphandle ibeke izinto ezihlaziyiweyo kwiziko lezicwangciso zokubonelela ngamandla.
Imigaqo-nkqubo emitsha efana noMthetho wokuNcitshiswa koLwahlulo lwamaxabiso e-US kunye ne-REPowerEU yaseYurophu itsala utyalo-mali olubalulekileyo kumthamo omtsha wokwenziwa kwemveliso, nto leyo eya kubangela ukonyuswa kokusasazwa. I-S&P Global ilindele iiprojekthi zomoya wehlabathi, amandla elanga, kunye nokugcinwa kweebhetri ukufikelela phantse kuma-500 GW ngo-2023, ukonyuka okungaphezulu kweepesenti ezingama-20 ngaphezulu kofakelo luka-2022.
"Nangona kunjalo iinkxalabo ziyaqhubeka malunga nokulawula kwe-China kwimveliso yezixhobo - ngakumbi kwilanga kunye neebhetri - kunye nemingcipheko eyahlukeneyo ebandakanyekayo ekuthembeleni kakhulu kwingingqi enye ukubonelela ngezinto ezifunekayo," utshilo i-S&P Global.
Ixesha lokuposa: Feb-24-2023