Ngokukhula kwe-EU kumandla amasha, kuyadingeka ukuthi kuphindwe kabili amandla kagesi we-photovoltaic ngo-2025, futhi iqoqo lokuqala lamaphrojekthi amakhulu esisekelo se-photovoltaic amandla omoya e-China aseqalisiwe.
Ngo-May 18, i-European Commission yamemezela uhlelo lwamandla olubizwa ngokuthi "RepowerEU", oluhlela ukuqeda kancane kancane ukuncika kwayo ekuthengisweni kwamandla aseRussia ngokutshalwa kwezimali okuphelele kwama-euro ayizigidi eziyizinkulungwane ezingu-210 kusukela manje kuya ku-2027. Phakathi kwabo, umthamo ohlosiwe ofakiwe we I-photovoltaics ku-2025 yi-320GW, futhi izofinyelela ku-600GW ngo-2030. Njengoba amamojula we-photovoltaic aseYurophu athembele ekuthengisweni kweShayina, izikhungo zokuhlaziya zasekhaya zibikezela ukuthi umthamo we-photovoltaic osanda kufakwa eYurophu ngo-2022 kulindeleke ukuthi udlule i-40GW, ukwanda konyaka ezingaphezu kwama-54%, ngaleyo ndlela iqhubekisela phambili imboni yasekhaya ikhule ngesivinini.
Akuyona i-EU kuphela, kodwa futhi imakethe yasekhaya iqhubeka ngokugcwele.Ngokusho kwedatha kazwelonke yokukhiqiza amandla e-photovoltaic ye-National Energy Administration kwikota yokuqala, umthamo osanda kufakwa kwikota yokuqala wawungu-13.21GW, ukwanda konyaka cishe izikhathi ezingu-1.5.Ngaphezu kwalokho, iqoqo lokuqala lamaphrojekthi amakhulu esisekelo samandla omoya we-photovoltaic ezweni seliqalile ukwakhiwa ngokulandelana, okuye kwabonisa futhi indima yalo ekushayeleni imakethe.
Njengamanje, amasheya omqondo we-photovoltaic akhuphuka izinsuku ezimbalwa ezilandelanayo, futhi inkomba yomkhakha ikhuphuke cishe ngo-11% ezinsukwini eziyi-10 ezedlule.Ngokusho kwedatha evela ku-Oriental Fortune Choice, kusukela ekubuyiseleni kabusha ngo-Ephreli 27, izimali eziyinhloko zithenge amasheya angu-134 we-photovoltaic concept, ngokuthengwa okuphelele kwe-yuan engaphezu kwe-15.9 billion.Ngokuphathelene namasheya ngamanye, i-LONGi Green Energy iyintandokazi yezimali eziyinhloko.
Engeza amandla amasha futhi!I-EU ifuna ukuphinda kabili ukukhiqizwa kwamandla e-photovoltaic
Ngaphansi kwethonya lengxabano yaseRussia-Ukraine, isifunda saseYurophu sithemba ukunciphisa ngokushesha ukuncika kweRussia kumandla wezinsalela futhi sifune ukusungula uhlelo lwamandla oluzimele noluvikelekile.NgoMeyi 18, i-European Commission yamemezela uhlelo lwamandla olubizwa ngokuthi “RepowerEU”.Ihlela ukuqeda kancane kancane ukuncika kwayo ekuthengisweni kwamandla eRussia ngokutshalwa kwezimali okuphelele kwama-euro ayizigidi eziyizinkulungwane ezingu-210 kusukela manje kuya ku-2027, lapho kuzosetshenziselwa ama-euro ayizigidi eziyizinkulungwane ezingu-86 ukwakha amandla avuselelekayo.Ama-euro ayizigidi eziyizinkulungwane ezingama-27 wemishini yamandla e-hydrogen, ama-euro ayizigidi eziyizinkulungwane ezingama-37 wokukhiqiza i-biomethane, kanye nezinye zokuguqula amandla kagesi egridi.
Lolu hlelo luzokwandisa kakhulu utshalomali kumandla avuselelekayo njengamandla elanga nawomoya.Inkomba ewumnyombo lapha iwukukhuphula inani elihlosiwe lamandla avuselelekayo ngo-2030 lisuka ku-40% liye ku-45% ngokwephakeji yangaphambilini ye-EU “Fit for 55″.Phakathi kwazo, umthamo ohlosiwe ofakiwe we-photovoltaics ngo-2025 ngu-320GW, futhi uzofinyelela ku-600GW ngo-2030. Kuhlelwe ukuthi ngo-2050, ukukhiqizwa kwamandla omoya ogwini lolwandle e-EU kuzokwanda ngokuphindwe kashumi.Ngaphezu kwalokho, uhlelo lwe-EU olusalungiswa lwe-REPower EU luhlongoza futhi ukufaka ukufakwa kwe-solar ophahleni kuzo zonke izakhiwo ezintsha, ngokunyuka okungu-15TWh komthamo we-PV ophahleni ngo-2022.
Ngokusobala, i-EU ikhulise isidingo samandla omoya we-photovoltaic kanye nolwandle lwasolwandle futhi.Ngokusho kwedatha ye-PV-infolink, ngekota yokuqala yalo nyaka, ukuthunyelwa kwemojula yaseChina kufinyelele ku-37.2GW, okuwukukhuphuka konyaka ngo-112%, lapho ukuthengiswa kwemikhiqizo yase-China yaseYurophu kufinyelele ku-16.7GW, unyaka nonyaka. inyuke ngo-145%.100% ngokushesha.
Izibalo zibonisa ukuthi inani lochungechunge lwemboni ye-photovoltaic yezwe lami libalelwa ku-80% womhlaba, futhi u-80% wamamojula we-photovoltaic wase-Europe athembele ekuthengisweni kwamanye amazwe.Kulo nyaka, isidingo sokuthekelisa semojula ye-PV yezwe lami sizokhuthazwa kakhulu.Ngaphansi kwesimo senkinga yokuphepha kwamandla, ukungenisa kwemojula ye-EU kuzokwamukela iprimiyamu ephezulu.
"Okwamanje, ukuhlelwa kwamandla okukhiqizwa kwe-photovoltaic eYurophu kuncane kakhulu, futhi imikhiqizo eminingi izohlinzekwa yizinkampani zaseShayina, ezizophinde zikhuthaze isidingo semikhiqizo yasekhaya.Kuhlanganiswe nedatha yokuthekelisa, silindele ukuthi umthamo we-photovoltaic osanda kufakwa eYurophu kulindeleke ukuthi udlule u-40GW ngo-2022.U-Hua Pengwei, umhlaziyi we-CITIC Securities, ukholelwa ukuthi uma kucatshangelwa izithiyo ze-logistics, ukwakhiwa kanye namandla ezisebenzi eYurophu, amandla e-photovoltaic asanda kufakwa eYurophu azogcina ukukhula okuqhubekayo nokushesha eminyakeni eyi-10 ezayo, okuzophinde kukhuthaze i-Global photovoltaic entsha. ukufakwa kwaqhubeka nokukhula.
Imakethe yezamandla entsha yasekhaya nayo isisebenza ngokugcwele, ngokunyuka izikhathi ezi-1.5 kwikota yokuqala
Imakethe yaphesheya kwezilwandle iyashisa, kanti nemakethe yasekhaya nayo iyathuthuka.Ngokusho "Ukwakhiwa Nokusebenza Kwe-Photovoltaic Power Generation ku-Quarter First of 2022" ekhishwe yi-National Energy Administration, umthamo omusha ofakiwe wokuphehla ugesi we-photovoltaic ezweni lonke ngekota yokuqala ube ngu-13.21GW, ukwanda cishe izikhathi ezingu-1.5 ngonyaka- ngonyaka.Phakathi kwazo, isiteshi samandla esiphansi sengeze i-4.34GW, kanye ne-photovoltaic esabalalisiwe engu-8.8GW.
Ngomhla ziyi-19 kuNhlaba, i-Hubei Engineering Company, inkampani ephethwe yi-Power Construction Corporation yase-China, yawina ibhidi yephrojekthi yenkontileka evamile ye-EPC yesigaba sesibili sebhidi yephrojekthi eyisisekelo ye-Kubuqi 2 million kilowatt photovoltaic desertification base-Mengxi Base.Le phrojekthi iphrojekthi enkulu kunazo zonke yokulawula isihlabathi se-photovoltaic ezweni futhi ingenye yemiklamo yokuqala emikhulu yesisekelo se-photovoltaic yamandla omoya ezweni ukuze iqale ukwakhiwa.
Muva nje, uMnyango Wezezindlu Nokuthuthukiswa Kwezindawo Zasemadolobheni Nezindawo Zasemakhaya we-People's Republic of China ukhiphe Isaziso “Seminyaka Eyi-14” Sokongiwa Amandla Okwakha kanye Nesaziso Sokuhlela Ukuthuthukiswa Kwezakhiwo Ezihlaza, uphakamisa inhloso yango-2025, futhi ngokokuqala ngqa uphakamisa isikali esithile.Izinga lokushintshwa lifinyelele ku-8%.
Umbiko we-Guorong Securities ukholelwa ukuthi izinqubomgomo zamanje ze-photovoltaic zihlanganisa ukukhuthazwa kwesifunda sonke, izisekelo ezinkulu, amaphrojekthi aqinisekisiwe ezifundazweni ezihlukahlukene, nama-photovoltaics wokwakha, njll, futhi isidingo sasekhaya esingase sibe khona se-photovoltaics sinamandla.
Ngaphezu kwalokho, kuyaphawuleka ukuthi uMnyango Wezezimali usanda kukhipha i-akhawunti yokugcina yezindleko zesikhwama sikahulumeni, lapho isabelomali sezindleko zesikhwama sikahulumeni omaphakathi ngo-2022 singama-yuan ayizigidi eziyizinkulungwane ezingama-807.1, okuwukunyuka kwama-yuan ayizigidi eziyizinkulungwane ezingama-400 uma kuqhathaniswa no-2021. Ngesikhathi esifanayo, uMnyango Wezezimali wabuye washo ngokucacile kwisabelomali sika-2022 ukuthi kuyadingeka ukukhuthaza ukuxazululwa kwegebe lezimali zoxhaso lokukhiqiza amandla kagesi avuselelekayo.Uma inkinga yoxhaso ingaxazululwa esikhathini esifushane, inzuzo yabaqhubi kulindeleke ukuthi ibe ngcono kakhulu, futhi ingaqhuba nokuthuthukiswa kwalo lonke uchungechunge lwezimboni.
Isikhathi sokuthumela: May-20-2022