Kusukela ngoJanuwari kuya kuMashi 2022, i-China yathumela emhlabeni u-9.6, 14.0, kanye no-13.6GW wamamojula we-photovoltaic anengqikithi engu-37.2GW, okuwukunyuka ngo-112% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, futhi cishe kabili ngenyanga.Ngaphezu kwegagasi eliqhubekayo loguquko lwamandla, izimakethe ezibalulekile ezikhula engxenyeni yokuqala ka-2022 zifaka iYurophu, okumele isheshise ukushintshwa kwemithombo yamandla evamile phakathi nengxabano yase-Ukraine-Russia, kanye ne-India, eyaqala ukuphoqelela i-Basic Customs Duty (BCD) amanani entengo ngo-Ephreli kulo nyaka.
EYurophu
I-Europe, ebikade iyimakethe enkulu kakhulu yokuthunyelwa kwamanye amazwe kwamamojula aseShayina esikhathini esidlule, ingenise u-16.7GW wemikhiqizo yamamojula aseShayina engxenyeni yokuqala yalo nyaka, uma kuqhathaniswa no-6.8GW ngesikhathi esifanayo ngonyaka odlule, ukwanda konyaka nonyaka. 145%, okuyisifunda esikhula kakhulu unyaka nonyaka.I-Europe ngokwayo iyimakethe esebenza kakhulu yokuguqulwa kwamandla.Ohulumeni bamazwe ahlukahlukene bayaqhubeka nokukhulula izinqubomgomo ezivuna ukuthuthukiswa kwamandla avuselelekayo.Uhulumeni omusha kazwelonke uphinde usheshise ukuthuthukiswa kwamandla avuselelekayo ngemva kokuthatha izintambo.Ingxabano yakamuva yase-Ukraine neRussia ithinte kakhulu izinqubomgomo zamandla zaseYurophu.Ukuze kusheshiswe ukuqedwa kokuncika kukawoyela negesi yemvelo eRussia, amazwe aseqalile ukuhlela nokusheshisa ukuthunyelwa kwamandla avuselelekayo.Phakathi kwazo, inqubekelaphambili eshesha kakhulu imelwe yiJalimane, izwe elikhulu elisebenzisa amandla kagesi.I-Germany okwamanje I-timetable yokusetshenziswa ngokugcwele kwamandla avuselelekayo isithuthukisiwe ku-2035, okuzovuselela kakhulu isidingo semikhiqizo ye-photovoltaic kulo nyaka nangesikhathi esizayo.Isidingo esikhulu saseYurophu samandla avuselelekayo sikwenze kwamukeleka kakhudlwana ukunyusa amanani emojula.Ngakho-ke, engxenyeni yokuqala lapho amanani entengo ye-supply chain eqhubeka nokukhuphuka, isidingo saseYurophu semikhiqizo ye-photovoltaic saqhubeka sikhula inyanga nenyanga.Njengamanje, izimakethe ezingenise ngaphezu kwamamojula weleveli ye-GW evela eChina zifaka iNetherlands, iSpain nePoland.
I-Asia-Pacific
Ukuthunyelwa kweChina emakethe yase-Asia-Pacific nakho kukhule ngokushesha kwikota yokuqala.Njengamanje, isiqongelele u-11.9GW wokuthunyelwa kwemojula yaseShayina, okuwukukhuphuka ngo-143% unyaka nonyaka, okuyenza ibe imakethe yesibili ekhula ngokushesha.Ihlukile emakethe yaseYurophu, nakuba amanye amazwe ase-Asia ekhulile uma kuqhathaniswa nonyaka odlule, umthombo oyinhloko wesidingo samamojula yiNdiya, imakethe eyodwa.I-India ingenise amamojula angu-8.1GW e-China ngekota yokuqala, okuwukunyuka ngo-429% unyaka nonyaka isuka ku-1.5GW ngonyaka odlule.Izinga lokukhula libaluleke kakhulu.Isizathu esiyinhloko sesidingo esishisayo eNdiya ukuthi uhulumeni waseNdiya waqala ukukhokhisa amanani e-BCD ngo-Ephreli, ekhokhisa amanani angu-25% no-40% we-BCD kumaseli e-photovoltaic namamojula ngokulandelanayo.Abakhiqizi baphuthuma ukungenisa inombolo enkulu yemikhiqizo ye-photovoltaic eNdiya ngaphambi kokuba kubekwe intela ye-BCD., okuphumela ekwandeni okungakaze kubonwe ngaphambili.Kodwa-ke, ngemuva kokufakwa kwentela, kulindeleke ukuthi isidingo sokungenisa impahla emakethe yaseNdiya siqale ukwehla, futhi ukuthunyelwa kweChina eNdiya kwabalelwa ku-68% wemakethe yase-Asia-Pacific ngekota yokuqala, futhi izwe elilodwa line umthelela omkhulu, futhi imakethe yase-Asia-Pacific ingase iqale ukukhombisa izinguquko ezisobala kakhulu engxenyeni yesibili.ukwehla, kodwa isazoba imakethe yesibili ngobukhulu emhlabeni yokufuna ukuthekelisa.Kusukela ngekota yokuqala, ukuthunyelwa kweChina emakethe yase-Asia-Pacific kudlule amazwe asezingeni le-GW okuhlanganisa i-India, i-Japan ne-Australia.
Amazwe aseMelika, Middle East kanye ne-Afrika
Americas, Middle
EMpumalanga nase-Afrika
Amazwe aseMelika, iMpumalanga Ephakathi ne-Afrika athenge kwamanye amazwe amamojula angu-6.1, 1.7 kanye no-0.8GW avela e-China ngokulandelana kwawo engxenyeni yokuqala yalo nyaka, nokukhula konyaka ngo-63%, 6% no-61% ngokulandelana.Ngaphandle kwemakethe yaseMpumalanga Ephakathi, kube nokukhula okuphawulekayo.I-Brazil, i-PV efunwa kakhulu, isashayela imakethe yaseMelika.IBrazil ingenise isamba esingu-4.9GW samamojula e-PV sisuka e-China ngekota yokuqala, okuwukunyuka ngo-84% uma kuqhathaniswa no-2.6GW ngonyaka odlule.I-Brazil ihlomule kunqubomgomo yamanje yokungakhokhi intela yemikhiqizo ye-PV engenisiwe futhi iyaqhubeka iyizimakethe ezintathu eziphambili zase-China zokuthumela ngaphandle.Kodwa-ke, ngo-2023, iBrazil izoqala ukukhokhisa izimali ezihambisanayo kumaphrojekthi asabalalisiwe, okungase kubangele igagasi lesidingo esishisayo njengeNdiya ngaphambi kokukhokhiswa kwentela ye-BCD.
2022 ukulandelela
bheka
Igagasi lokushintshwa kwamandla kanye nesibopho senhlalo yenkampani siyaqhubeka, futhi isidingo somhlaba wonke samandla avuselelekayo siyaqhubeka nokwanda, sisheshisa ukuthunyelwa kwama-photovoltaics.Ngo-2022, isidingo somhlaba wonke samamojula we-photovoltaic okungewona amaShayina sizoba ngo-140-150GW, futhi singafinyelela ngisho nangaphezulu kuka-160GW ngaphansi kwezimo ezinethemba.Izimakethe ezinkulu ezithumela ngaphandle kuseyi-Europe kanye nesifunda sase-Asia-Pacific, ezikhuthaza ukushintshwa kwamandla okushesha kakhulu, kanye neBrazil, lapho umthamo wayo wanyanga zonke wokuthekelisa udlule i-GW ngekota yokuqala.
Nakuba wonke amathuba emakethe ethembisa okwamanje, kusadingeka ukuthi kubhekwe ukuthi ukunyuka kwentengo ye-supply chain kanye nokuvinjwa okubangelwa ukungafani kwamanje komthamo okhuphuka nomfula owehlayo we-photovoltaic supply chain kanye nokulawula nokulawula ubhubhane kuzodala ukubambezeleka noma ukuncipha kwesidingo samaphrojekthi aphakathi nendawo azwela amanani;Futhi ukuthi izithiyo zohwebo ezibangelwa izinqubomgomo zohwebo zamazwe ahlukahlukene zizoba nomthelela oqondile yini esidingweni semikhiqizo ye-photovoltaic ngo-2022.
Isikhathi sokuthumela: Jun-22-2022