Inkqubo yephaneli yelanga

Kukho ezinye iindaba ezinkulu kwi-photovoltaic track.Imarike yamandla entsha yasekhaya neyangaphandle iyeza?

Ngokunyuka kwe-EU kumandla amatsha, kufuneka kuphindwe kabini ukuveliswa kwamandla e-photovoltaic ngo-2025, kunye nebhetshi yokuqala yeeprojekthi ezinkulu zomoya we-photovoltaic base-China ziqalisiwe.

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NgoMeyi 18, iKomishoni yaseYurophu yabhengeza isicwangciso samandla esibizwa ngokuba yi "RepowerEU", eceba ukulahla ngokuthe ngcembe ukuxhomekeka kwayo kwimveliso yamandla yaseRashiya kunye notyalo-mali olupheleleyo lwe-210 yezigidigidi zee-euro ukusuka ngoku ukuya kwi-2027. Phakathi kwabo, ekujoliswe kuyo kufakwe amandla I-photovoltaics kwi-2025 yi-320GW, kwaye iya kufikelela kwi-600GW ngo-2030. Ekubeni iimodyuli ze-photovoltaic zaseYurophu zithembele ekungenisweni kweTshayina, amaziko ohlalutyo lwasekhaya aqikelela ukuba amandla e-photovoltaic esanda kufakwa eYurophu kwi-2022 kulindeleke ukuba idlule i-40GW, ukunyuka konyaka ngaphezulu kwama-54%, nto leyo eqhubela phambili ukukhula koShishino lwasekhaya olukhawulezileyo.

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Ayisiyi-EU kuphela, kodwa kunye nemarike yasekhaya ikwi-swing ngokupheleleyo.Ngokutsho kwedatha yesizwe yokuvelisa amandla e-photovoltaic yoLawulo lwaMandla kaZwelonke kwikota yokuqala, umthamo osanda kufakwa kwikota yokuqala wawuyi-13.21GW, ukunyuka konyaka malunga namaxesha angama-1.5.Ukongeza, ibhetshi yokuqala yeeprojekthi ezinkulu ze-photovoltaic zamandla omoya kweli lizwe ziye zaqalisa ukwakhiwa emva kwenye, nto leyo eye yabonisa ngakumbi indima yayo ekuqhubeni imarike.

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Okwangoku, i-photovoltaic concept stocks ziye zanyuka iintsuku eziliqela ezilandelelanayo, kwaye isalathisi secandelo liye laphakama malunga ne-11% kwiintsuku ze-10 ezidlulileyo.Ngokutsho kwedatha evela kwi-Oriental Fortune Choice, ekubeni i-rebound ngo-Aprili 27, iimali eziphambili zithenge i-134 photovoltaic concept stocks, kunye nokuthengwa okupheleleyo kwexabiso elingaphezu kwe-15,9 yeebhiliyoni ze-yuan.Ngokubhekiselele kwisitokethi somntu ngamnye, i-LONGi Green Energy iyintandokazi yeemali eziphambili.

Yongeza amandla amatsha kwakhona!I-EU ifuna ukuphinda kabini ukuveliswa kwamandla e-photovoltaic

Ngaphantsi kwempembelelo yongquzulwano lwaseRussia-Ukrainian, ummandla waseYurophu unethemba lokunciphisa ngokukhawuleza ukuxhomekeka kweRashiya kumandla efosili kunye nokufuna ukuseka inkqubo yamandla ezimeleyo nekhuselekileyo.Ngomhla we-18 kaMeyi, iKhomishini yaseYurophu yazisa isicwangciso samandla esibizwa ngokuba yi "RepowerEU".Iceba ukulahla ngokuthe ngcembe ukuxhomekeka kwayo kwimveliso yamandla yaseRashiya kunye notyalo-mali olupheleleyo lwe-210 yeebhiliyoni ze-euro ukusuka ngoku ukuya kwi-2027, apho i-86 yeebhiliyoni zee-euro iya kusetyenziswa ukwakha amandla avuselelekayo.I-27 yeebhiliyoni zee-euro zezixhobo zamandla e-hydrogen, i-37 yeebhiliyoni zee-euro zokuvelisa i-biomethane, kunye nezinye zokuguqula amandla ombane kwigridi.

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Esi sicwangciso siza kwandisa kakhulu utyalo-mali kumandla ahlaziyekayo afana namandla elanga nawomoya.Isalathisi esiphambili apha kukunyusa ithagethi epheleleyo yamandla avuselelekayo kwi-2030 ukusuka kwi-40% ukuya kwi-45% ngokwe-EU yangaphambili "Fit for 55" iphakheji.Phakathi kwazo, i-target efakiweyo umthamo we-photovoltaics ngo-2025 yi-320GW, kwaye iya kufikelela kwi-600GW ngo-2030. Kucwangciswe ukuba ngo-2050, ukuveliswa kwamandla omoya we-offshore kwi-EU kuya kwanda ngokuphindwe kalishumi.Ukongeza, isicwangciso se-EU se-REPower EU esiyidrafti sikwacebisa ukufakela uphahla lwesolar ephahleni kuzo zonke izakhiwo ezitsha, ngokunyuka kwe-15TWh kumthamo we-PV yophahla ngo-2022.

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Ngokucacileyo, i-EU inyuse imfuno ye-photovoltaic kunye namandla omoya olwandle kwakhona.Ngokutsho kwedatha ye-PV-infolink, kwikota yokuqala yalo nyaka, ukuthunyelwa kwemodyuli yaseChina kufikelele kwi-37.2GW, ukunyuka konyaka-ngonyaka we-112%, apho ukuthengiswa kweYurophu kweemveliso zaseTshayina kufikelele kwi-16.7GW, unyaka nonyaka. ukwanda nge-145%.100% ngokukhawuleza.

Izibalo zibonisa ukuba ixabiso le-photovoltaic industry chain yelizwe lam libalelwa malunga ne-80% yehlabathi, kwaye i-80% yeemodyuli ze-photovoltaic zaseYurophu zithembele ekungenisweni.Kulo nyaka, imfuno yemodyuli yePV yelizwe lam iya kukhuthazwa kakhulu.Ngaphantsi kwemeko yengxaki yokhuseleko lwamandla, ukungeniswa kwemodyuli ye-EU kuya kwamkela iprimiyamu ephezulu.

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“Okwangoku, ubume besixhobo sokwenziwa kwe-photovoltaic eYurophu sincinci, kwaye uninzi lweemveliso ziya kubonelelwa ziinkampani zaseTshayina, eziya kuthi ngakumbi zikhuthaze imfuno yeemveliso zasekhaya.Xa kudityaniswe nedatha yokuthumela ngaphandle, silindele ukuba amandla ephotovoltaic esanda kufakwa eYurophu kulindeleke ukuba adlule kwi-40GW ngo-2022. , ukwanda okungaphezulu kwe-54% unyaka nonyaka.U-Hua Pengwei, umhlalutyi kwi-CITIC Securities, ukholelwa ukuba ngokuqwalasela imiqobo ye-logistics, ukwakhiwa kunye nabasebenzi eYurophu, amandla e-photovoltaic esanda kufakwa eYurophu aya kugcina ukukhula okuzinzileyo kunye nokukhawuleza kwiminyaka eyi-10 ezayo, eya kukhuthaza kwakhona i-Global photovoltaic entsha. Ufakelo lwaqhubeka lukhula.

Imarike yamandla entsha yasekhaya nayo ikwinqanaba eliphezulu, ngokunyuka kwamaxesha e-1.5 kwikota yokuqala

Imarike yaphesheya kweelwandle ishushu, kwaye imarike yasekhaya nayo ikwimo eguquguqukayo.Ngokutsho "Ukwakhiwa kunye nokuSebenza koMveliso woMbane we-Photovoltaic kwiKota yokuQala ka-2022" ekhutshwe nguLawulo lweSizwe lwaMandla, umthamo omtsha ofakelweyo wokuvelisa amandla e-photovoltaic kwilizwe lonke kwikota yokuqala yayiyi-13.21GW, ukwanda kwamaxesha aphantse abe yi-1.5 ngonyaka- ngonyaka.Phakathi kwabo, isikhululo samandla esiphantsi songeza i-4.34GW, kunye ne-photovoltaic esasazwayo ye-8.8GW.

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Ngomhla we-19 kuMeyi, i-Hubei Engineering Company, i-subsidiary ye-Power Construction Corporation yase-China, iphumelele ibhidi yeprojekthi yekontraka ye-EPC ngokubanzi yecandelo le-bid yesibini ye-Kubuqi ye-2 yezigidi ze-kilowatt photovoltaic yeprojekthi ye-desertification kwi-Mengxi Base.Le projekthi yeyona projekthi inkulu yolawulo lwesanti ye-photovoltaic kweli lizwe kwaye yenye yeeprojekthi ezinkulu zokuqala zamandla omoya ombane we-photovoltaic elizweni ukuqalisa ukwakhiwa.

Kutshanje, i-Ofisi yoMphathiswa weZindlu kunye noPhuhliso lwaseziDolophini-emaPhandleni kwiRiphabhlikhi yaBantu baseTshayina ikhuphe i-"14 yeminyaka emihlanu" yokuGcinwa kwamandla oLwakhiwo kunye neSaziso sokuCwangciswa koPhuhliso loLwakhiwo oluHlaza, ephakamisa i-2025 ekujoliswe kuyo, kwaye okokuqala iphakamisa isikali esithile.Izinga lokutshintshwa lifikelele kwi-8%.

umfanekiso wesolar5

Ingxelo yeGuorong Securities ikholelwa ukuba imigaqo-nkqubo ye-photovoltaic yangoku ibandakanya ukukhuthazwa kwelizwe lonke, iziseko ezinkulu, iiprojekthi eziqinisekisiweyo kumaphondo ahlukeneyo, kunye ne-photovoltaics yokwakha, njl., kunye nemfuno yasekhaya enokubakho ye-photovoltaics yomelele.

Ukongezelela, kubalulekile ukuqaphela ukuba i-Ofisi yoMphathiswa wezeMali kutshanje ikhuphe i-akhawunti yokugqibela yenkcitho yenkxaso-mali karhulumente, apho uhlahlo lwabiwo-mali lwenkcitho yengxowa-mali karhulumente ephakathi ngo-2022 yi-807.1 yebhiliyoni ye-yuan, ukunyuka malunga ne-400 yeebhiliyoni zeeyuan xa kuthelekiswa no-2021. kwangelo xesha, uMphathiswa wezeMali ukhankanye ngokucacileyo kuhlahlo lwabiwo-mali luka-2022 ukuba kuyimfuneko ukukhuthaza isisombululo se-gap yenkxaso-mali yenkxaso-mali yokuvelisa amandla avuselelekayo.Ukuba ingxaki yenkxaso-mali ingasombululwa kwixesha elifutshane, inzuzo yabaqhubi kulindeleke ukuba iphuculwe kakhulu, kwaye inokuqhuba uphuhliso lwalo lonke ikhonkco loshishino.

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Ixesha lokuposa: May-20-2022

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