Mu 2022, pansi pa cholinga cha "dual carbon", dziko liri mu gawo lofunikira la kusintha kwa mphamvu.Mkangano wokulirapo pakati pa Russia ndi Ukraine ukupitilizabe kubweretsa mitengo yayikulu yamafuta.Mayiko amasamalira kwambiri mphamvu zowonjezera, ndipo msika wa photovoltaic ukupita patsogolo.Nkhaniyi idzafotokozera momwe zinthu zilili panopa komanso chiyembekezo cha msika wa photovoltaic padziko lonse kuchokera kuzinthu zinayi: choyamba, chitukuko cha mafakitale a photovoltaic padziko lapansi ndi mayiko / zigawo zazikulu;chachiwiri, malonda kunja kwa photovoltaic makampani unyolo mankhwala;chachitatu, kuwonetseratu kwa chitukuko cha mafakitale a photovoltaic mu 2023;Chachinayi ndikuwunika kwa chitukuko cha mafakitale a photovoltaic panthawi yapakati komanso yaitali.
Chitukuko mkhalidwe
1.Msika wapadziko lonse wa photovoltaic uli ndi chitukuko chapamwamba, kuthandizira kufunikira kwa zinthu zomwe zili muzitsulo za photovoltaic kuti zikhalebe zapamwamba.
2. Zogulitsa za photovoltaic za ku China zili ndi ubwino wogwirizanitsa mafakitale, ndipo zogulitsa kunja zimakhala zopikisana kwambiri.
3. Zida zapakatikati za Photovoltaic zikukula motsogozedwa ndikuchita bwino kwambiri, kugwiritsa ntchito mphamvu zochepa, komanso kutsika mtengo.Kusintha kwamphamvu kwa mabatire ndiye chinthu chofunikira kwambiri chaukadaulo kuti mudutse m'mafakitale a photovoltaic.
4. Ayenera kumvetsera kuopsa kwa mpikisano wapadziko lonse.Pomwe msika wapadziko lonse lapansi wogwiritsa ntchito photovoltaic umakhalabe wofunikira kwambiri, mpikisano wapadziko lonse lapansi pamakampani opanga ma photovoltaic ukukulirakulira.
Kukula kwa mafakitale a photovoltaic padziko lonse lapansi ndi mayiko / zigawo zikuluzikulu
Potengera kutha kwamakampani opanga ma photovoltaic, mchaka chonse cha 2022, motsogozedwa ndi kufunikira kwa msika wogwiritsa ntchito, kuchuluka kwa kupanga kwamakampani opanga ma photovoltaic padziko lonse lapansi kupitilira kukula.Malinga ndi zomwe zatulutsidwa posachedwa ndi China Photovoltaic Industry Association mu February 2023, mphamvu yoyika padziko lonse lapansi ya photovoltaics ikuyembekezeka kukhala 230 GW mu 2022, chiwonjezeko chaka ndi chaka cha 35.3%, chomwe chidzapititsa patsogolo kukulitsa kwa kupanga. mphamvu ya unyolo wamakampani a photovoltaic.M'chaka chonse cha 2022, China idzatulutsa matani 806,000 a photovoltaic polysilicon, kuwonjezeka kwa 59% chaka ndi chaka.Malinga ndi mawerengedwe a makampani a chiŵerengero cha kutembenuka pakati pa polysilicon ndi ma modules, polysilicon yopezeka ku China yogwirizana ndi kupanga gawoli idzakhala pafupifupi 332,5 GW mu 2022, kuwonjezeka kuchokera ku 2021. 82,9%.
Kuneneratu za chitukuko chamakampani a photovoltaic mu 2023
Chizoloŵezi chotsegula pamwamba ndi kupita pamwamba chinapitirira chaka chonse.Ngakhale kotala yoyamba nthawi zambiri imakhala nyengo yoyambira ku Europe ndi China, posachedwa, mphamvu yatsopano yopangira polysilicon yatulutsidwa mosalekeza, zomwe zimapangitsa kutsika kwamitengo yamafakitale, kuchepetsa kutsika kwamitengo yamitengo, komanso kulimbikitsa kutulutsidwa kwa anaika mphamvu.Panthawi imodzimodziyo, zofuna za PV zakunja zikuyembekezeka kupitiriza "nyengo yopuma" mu Januwale kuyambira February mpaka March.Malinga ndi ndemanga za makampani a mutu wa module, zomwe zimachitika pakupanga ma module pambuyo pa Chikondwerero cha Spring ndi zomveka, ndi kuwonjezeka kwa mwezi ndi mwezi kwa 10% -20% mu February, ndi kuwonjezeka kwina mu March.Kuyambira gawo lachiwiri ndi lachitatu, pamene mitengo yogulitsira ikupitilira kuchepa, zikuyembekezeredwa kuti kufunikira kupitilira kukwera, ndipo mpaka kumapeto kwa chaka, padzakhalanso njira ina yayikulu yolumikizira grid, kuyendetsa mphamvu yoyika gawo lachinayi kuti lifike pachimake cha chaka.Mpikisano wamakampani ukukulirakulira.Mu 2023, kulowererapo kapena kukhudzidwa kwa geopolitics, masewera akuluakulu a dziko, kusintha kwa nyengo ndi zinthu zina pazitsulo zonse za mafakitale ndi zogulitsa zidzapitirira, ndipo mpikisano wamakampani a photovoltaic padziko lonse udzakhala woopsa kwambiri.Kuchokera pamalingaliro azinthu, mabizinesi amakulitsa kafukufuku ndi chitukuko cha zinthu zogwira mtima, zomwe ndiye poyambira pakukweza mpikisano wapadziko lonse wa zinthu za photovoltaic;Kuchokera pamalingaliro a masanjidwe a mafakitale, zomwe zikuchitika m'tsogolomu zamakampani opanga ma photovoltaic kuchokera kugawo lapakati kupita kumayiko osiyanasiyana komanso kusiyanasiyana zikuwonekeratu, ndipo ndikofunikira kuti mwasayansi komanso mwanzeru masanjidwe unyolo wamafakitale kunja kwa nyanja ndi misika yakunja malinga ndi mawonekedwe osiyanasiyana amsika ndi ndondomeko, yomwe ndi njira yofunikira kuti mabizinesi apititse patsogolo kupikisana kwapadziko lonse ndikuchepetsa kuopsa kwa msika.
Mkhalidwe wa chitukuko cha mafakitale a photovoltaic m'zaka zapakati komanso zazitali
Makampani opanga ma photovoltaic padziko lonse lapansi ali ndi kuthekera kwakukulu kwachitukuko, kuthandizira kufunikira kwa zinthu zamakampani opanga ma photovoltaic kuti akhalebe apamwamba.Kuchokera pamawonedwe apadziko lonse lapansi, kusintha kwa mphamvu yamagetsi kumitundu yosiyanasiyana, yoyera komanso yotsika kaboni ndi njira yosasinthika, ndipo maboma amalimbikitsa mwachangu mabizinesi kuti apange mafakitale a solar photovoltaic.Pankhani ya kusintha kwa mphamvu, kuphatikizidwa ndi zinthu zabwino za kuchepa kwa ndalama zopangira mphamvu za photovoltaic zomwe zimadza chifukwa cha kupita patsogolo kwaukadaulo, m'zaka zapakati, kufunikira kwa mphamvu zakunja kwa photovoltaic kudzapitirizabe kukhalabe olemera kwambiri.Malinga ndi zomwe bungwe la China Photovoltaic Industry Association linaneneratu, mphamvu yatsopano yapadziko lonse lapansi ya photovoltaic idzakhala 280-330 GW mu 2023 ndi 324-386 GW mu 2025, kuthandizira kufunikira kwa mafakitale a photovoltaic kuti akhalebe apamwamba.Pambuyo pa 2025, poganizira zinthu zomwe zimagulitsidwa pamsika ndi zogula ndi zofunikira zofananira, pakhoza kukhala kuwonjezereka kwina kwa zinthu za photovoltaic padziko lonse lapansi.Zogulitsa za photovoltaic za China zimakhala ndi mwayi wogwirizanitsa mafakitale, ndipo zogulitsa kunja zimakhala ndi mpikisano waukulu.Makampani a photovoltaic ku China ali ndi ubwino wambiri padziko lonse lapansi wa photovoltaic mafakitale, chithandizo chathunthu cha mafakitale, kumtunda ndi kumtunda kwa mtsinje, mphamvu ndi zopindulitsa ndizodziwikiratu, zomwe ndizo maziko othandizira malonda ogulitsa kunja.Panthawi imodzimodziyo, mafakitale a photovoltaic ku China akupitirizabe kupanga zatsopano ndikutsogolera dziko lonse muzopindulitsa zamakono, ndikuyika maziko ogwiritsira ntchito mwayi wa msika wapadziko lonse.Kuphatikiza apo, ukadaulo wa digito ndiukadaulo wanzeru zathandizira kusintha kwa digito ndi kukweza kwamakampani opanga zinthu komanso kupititsa patsogolo kwambiri kupanga. chinthu chofunikira chaukadaulo chamakampani a photovoltaic kuti adutse botolo.Pansi pa kulinganiza mtengo ndi magwiridwe antchito, pomwe ukadaulo wa batri wokhala ndi kutembenuka kwakukulu ukadutsa mpaka kupanga zinthu zambiri, utenga msika mwachangu ndikuchotsa mphamvu yotsika yotsika.Ma chain chain ndi chain chain balance pakati pa mtsinje ndi kunsi kwa mtsinje wa mafakitale adzamangidwanso.Pakalipano, maselo a crystalline silicon akadali teknoloji yodziwika bwino yamakampani a photovoltaic, omwe amakhalanso ogwiritsidwa ntchito kwambiri kumtunda wazitsulo za silicon, ndipo amaonedwa kuti ndi mbadwo wachitatu wa mabatire amtundu wochepa kwambiri wa mafilimu a perovskite. pakupulumutsa mphamvu, kuteteza chilengedwe, kugwiritsa ntchito mapangidwe, kugwiritsa ntchito zinthu zopangira ndi zina zili ndi zabwino zambiri, ukadaulo ukadali mu labotale, pakangopita patsogolo luso laukadaulo, m'malo mwa ma cell a crystalline silicon amakhala ukadaulo wapakatikati, cholepheretsa chabotolo. za zopangira za kumtunda kwa mafakitale zidzasweka.Chidziwitso chiyenera kuperekedwa ku zoopsa za mpikisano wapadziko lonse.Ngakhale kusungitsa kufunikira kwakukulu pamsika wapadziko lonse wa photovoltaic application, mpikisano wapadziko lonse wamakampani opanga ma photovoltaic ukukulirakulira.Mayiko ena akukonzekera mwakhama kukhazikitsidwa kwa kupanga ndi kupanga ndi kugulitsa malo ogulitsa mafakitale a photovoltaic, ndipo chitukuko cha kupanga mphamvu zatsopano chakwezedwa ku boma, ndipo pali zolinga, miyeso ndi masitepe.Mwachitsanzo, lamulo la US Inflation Reduction Act la 2022 likukonzekera kuyika $30 biliyoni pamisonkho yamisonkho yopangira kulimbikitsa kukonza ma sola ndi zinthu zofunika kwambiri ku United States;EU ikukonzekera kukwaniritsa cholinga cha 100 GW cha mndandanda wathunthu wamakampani a PV pofika 2030;India idalengeza za National Plan for Efficient Solar PV Modules, yomwe cholinga chake ndi kukulitsa zopangira zakomweko ndikuchepetsa kudalira kunja kwa mphamvu zongowonjezera.Panthawi imodzimodziyo maiko ena adayambitsa njira zoletsa kuitanitsa zinthu za photovoltaic ku China chifukwa cha zofuna zawo, zomwe zimakhudza kwambiri katundu wa photovoltaic wa China.
kuchokera: Mabizinesi aku China amaphatikiza mphamvu zatsopano.
Nthawi yotumiza: May-12-2023