Ngaphansi kwesimo esijwayelekile soguquko lwamandla aluhlaza emhlabeni wonke, imboni yamandla entsha ingenise amathuba entuthuko angakaze abonwe.Isidingo semakethe ye-Photovoltaic ekhaya nakwamanye amazwe sinethemba elibanzi, futhi isidingo se-photovoltaic esifakiwe ekhaya nakwamanye amazwe siye sagcina i-boom ephezulu kwikota yokuqala.
Ukuthuthukiswa kwangaphandle kwemboni ye-photovoltaic yaseChina engxenyeni yokuqala ka-2022
● Ukungenisa kwe-polysilicon kubonisa inkambiso yokwehla kokwenyuka kwentengo
Ngekota yokuqala ka-2022, ukukhiqizwa kwe-polysilicon yasekhaya yaseChina bekungamathani ayi-159,000, kwenyuke ngamaphesenti angama-32.5 unyaka nonyaka.I-polysilicon engenisiwe isifinyelele ku-$660 million, ikhuphuke ngo-125.3% unyaka nonyaka.Umthamo wokungenisa ezweni ubungamathani angu-22,000, wehle ngo-18.1% unyaka nonyaka.Izintengo zokungenisa zikhombisa inkambiso yokwehliswa okukhuphukayo.Ethintwe ubhubhane kanye nokungqubuzana phakathi kweRussia ne-Ukraine, izindleko zempahla nezinto zokusetshenziswa njengezinto ze-silicon zikhuphuke kakhulu.
Ngekota yokuqala, imithombo eyinhloko yaseChina ye-polysilicon yiJalimane, i-Malaysia, i-United States, i-Japan kanye ne-Taiwan, ibalwa ku-97.4% wemakethe ye-polysilicon yase-China.IJalimane ingumthombo omkhulu wokungenisa we-polysilicon waseChina, ibalwa ku-64.3%.I-Polysilicon engeniswe isuka eJalimane ifinyelele ezigidini ezingama-420 zamadola aseMelika, ikhuphuke ngo-221.1% unyaka nonyaka.Umthamo wokungenisa ezweni ubungamathani ayi-13,000, wenyuka ngo-10.2% unyaka nonyaka.I-Polysilicon engeniswe isuka eMalaysia ifinyelele ku-$150 million, ikhuphuke ngo-69% unyaka nonyaka.Umthamo wokungenisa ezweni ubucishe ube ngamathani angu-5,000, wehle ngo-36.3% unyaka nonyaka.Ingowesibili ngamaphesenti angama-22.4.I-Polysilicon engenisiwe evela e-United States ibe ngu-$0.3 billion, i-69% unyaka nonyaka;Ngenisa amathani angama-760.4, ehle ngo-28.3% unyaka nonyaka;Indawo yesithathu ngesabelo esingu-4.3%.
● Ukuthunyelwa kwe-silicon wafer eChina kukhuphuke ngo-65%
Ngekota yokuqala ka-2022, ukukhiqizwa kwe-pv wafer yasekhaya kulindeleke ukuthi kube ngu-70GW, kukhuphuke cishe ngo-40.8% unyaka nonyaka.Ukuthunyelwa kwe-wafer kwamanye amazwe kudlule ku-$1.19 billion, kwenyuke ngo-60.3% unyaka nonyaka.
I-Malaysia, iVietnam kanye neThailand yizindawo ezibalulekile ezithunyelwa phesheya kwezilwandle zama-silicone wafers waseChina, kanti ukuthunyelwa kwamanye amazwe kwezigidi ezingu-760 zamadola aseMelika, okukhuphuka ngo-74% unyaka nonyaka, okubalelwa ngaphezu kwengxenye yesabelo semakethe yaseShayina phesheya kwezilwandle.Ukuthunyelwa kwe-Malaysia kwaba izigidi ezingu-320 zamadola aseMelika, kukhuphuke ngo-68.6% unyaka nonyaka, kukleliswe indawo yokuqala.Ukuthunyelwa kwe-Vietnam kwakungu-$280 wezigidi, kwenyuke ngo-84.5% unyaka nonyaka, kukleliswe endaweni yesibili.Thekelisa eThailand AMADOLLA ayizigidi ezingu-160, anyuke ngo-68.6% unyaka nonyaka, akleliswe endaweni yesithathu.Ngaphezu kwalokho, ukuthunyelwa eCambodia kukhuphuke ngekota yokuqala, kusukela ku-$480 ngo-2021 kuya ku-$ 2.644 million, ikakhulukazi ngenxa yomthelela we-United States wethula uphenyo lokulwa nokuvinjelwa ngokumelene neMalaysia, Vietnam, Thailand kanye neCambodia ngoMashi 28, kulindeleke. ukuthi ukuthunyelwa kwamanye amazwe ama-silicon wafers emazweni amane angenhla kungase kubonise inkambiso eyehlayo engxenyeni yesibili.
● Ukuthunyelwa kwamabhethri e-Chinese kuya e-India nase-Turkey kuye kwanda
Kwikota yokuqala ka-2022, i-China yathumela ngaphandle kwezigidi ezingama- $830 zamaseli e-photovoltaic.Ngekota yokuqala, izimakethe ezinhlanu ezihamba phambili zaseShayina zokuthekelisa amabhethri kwakuyi-India, Turkey, Thailand, South Korea kanye neVietnam, ezibalelwa ku-72% wemakethe yaseChina yokuthekelisa amabhethri.
Phakathi kwazo, ukuthunyelwa kwamaseli e-pv e-India kungama-dollar ayizigidi ezingama-300, okubalelwa ku-36% wesabelo semakethe, okukleliswe ngeyokuqala.Izizathu eziyinhloko yilezi ezilandelayo: Ngemva kwesimemezelo esisemthethweni sokuthi i-India izokhokhisa intela eyisisekelo kumaseli e-PV kusukela ngomhlaka-1 Ephreli, abangenisi baseNdiya baphuthuma ukungenisa ngaphambi kokukhuphuka kwezindleko ze-pv;Ukuthunyelwa kwamaseli e-pv eTurkey kwafinyelela ku-$110 million, okubalelwa ku-13% wemakethe, ikleliswe endaweni yesibili.Izizathu eziyinhloko yilezi ezilandelayo: ngakolunye uhlangothi, ngo-2021, iTurkey izokwengeza i-1.14GW yokufakwa kwe-photovoltaic, futhi i-photovoltaic ye-rooftop ingenise ukuthuthukiswa okunamandla kanye nesidingo esinamandla;ngakolunye uhlangothi, iTurkey yaqala uphenyo lokuqala lokulwa nokulahla kokushona kwelanga kumamojula we-photovoltaic avela e-China, kodwa ayizange iqalise ukulwa nokulahla amabhethri, ngakho iTurkey yandisa ukungenisa kwamabhethri.
Isikhathi sokuthumela: Jun-07-2022