Kodi zikutanthawuza chiyani kuti kuyika kwa PV kwanthawi yayitali kupitilira zomwe amayembekeza?

March 21 analengeza chaka chino January-February photovoltaic deta anaika, zotsatira kwambiri kuposa ziyembekezo, ndi chaka ndi chaka kukula pafupifupi 90%.

Wolembayo amakhulupirira kuti m'zaka zapitazi, kotala loyamba ndilo nyengo yachikale, nyengo yopuma ya chaka chino sikuti imakhala yowala, komanso ndi yokwera kwambiri, ndipo pamodzi ndi theka lachiwiri la kutulutsidwa kwa silicon, mitengo ikupitirizabe. kugwa, kutsika kwamitengo yamagulu, kufunikira kwa PV kwapachaka kudzaposa zomwe tikuyembekezera kumayambiriro kwa chaka.
Pa Marichi 21, National Energy Board idatulutsa ziwerengero zamakampani amagetsi a Januware-February, kuphatikiza makhazikitsidwe atsopano a Januware-February photovoltaic a 20.37GW, kuwonjezeka kwa 87.6%.Panthawi imodzimodziyo, General Administration of Customs inatulutsanso deta yotumiza kunja kwa January-February, kuphatikizapo gawo la batri la January-February latumiza kunja kwa $ 7.798 biliyoni, mpaka 6.5% pachaka;inverter kutumiza kunja kwa $1.95 biliyoni, kukwera 131.1% chaka ndi chaka.

Zomwe zimapitilira zomwe zimayembekezeredwa pamsika ndi kuchuluka kwa mphamvu zomwe zidayikidwa mu Januwale-February.Malinga ndi malamulo okhazikitsa zaka zam'mbuyomu, kotala yoyamba ndi yachitatu ndi nyengo yopuma, gawo lachiwiri chifukwa cha "630" kukhazikitsa mwachangu, kotala lachinayi chifukwa cha "1230" kuyika mwachangu ndi nyengo yachikhalidwe. , gawo lachinayi lomwe lakhazikitsidwa limapitilira 40% pachaka, Januware-February chifukwa cha Chikondwerero cha Spring ndi zinthu zina, mphamvu yomwe idakhazikitsidwa ndiyozizira kwambiri.Koma chaka chino ndikusintha kuchokera ku zomwe zidachitika m'zaka zam'mbuyomu, miyezi iwiri yoyambilira ya kukula kwamphamvu chaka ndi chaka kuwirikiza kawiri, ndipo kukula kwake kuli pafupi ndi kuchuluka komwe kumayikidwa mu theka loyamba la 2022.

The msika kale ananeneratu chimodzimodzi monga zaka zapitazo, chifukwa cha Spring Chikondwerero, ndi kutha kwa mliri chaka chatha, ndi zinthu zina, kuti January-February unsembe adzakhala ndi lathyathyathya, March zambiri vula.Koma pambuyo deta anatuluka, koma zambiri chiyembekezo kuposa ananeneratu.

Malinga ndi kumvetsetsa kwanga, momwe zinthu zilili, kuyambira chaka chino chisanachitike komanso pambuyo pa Chikondwerero cha Spring, ogwira ntchito kutsogolo amapumula pang'ono, amphamvu kwambiri kuposa zaka zapitazo, kumverera kwachidziwitso kwa makampani ndi ichi, deta inatuluka kwambiri.

N’chifukwa chiyani chiyambi cha chaka chimakhala chodzaza ndi mphamvu?Taonani zifukwa zotsatirazi:

1) ndondomeko yomveka bwino, chidwi choyikapo chidzangowonjezereka kwambiri

Kuchokera kumbali ya ndondomeko, kaya ndi zisanu zazikulu zisanu ndi chimodzi zazing'ono, kapena mabizinezi apadera, kumanga mphamvu zatsopano ndi kukhalabe ndi maganizo abwino, izi sizinasinthe, ndipo ndi 14 zisanu, 15 nthawi zoperekera zisanu zikuyandikira, chidwi choyikapo. zidzangowonjezereka.

(2) sichidzangofunsa zigawo pamtengo wotsika kwambiri, makina oyikapo akhoza kukhala pa

Monga tonse tikudziwa, pansi pa malingaliro omveka bwino, kukhazikitsidwa kwapakhomo kwa chaka chatha sikunali kuyembekezera makamaka chifukwa mitengo yamtengo wapatali ya silicon ndi yokwera kwambiri, zomwe zimapangitsa kuti mtengo wamtengo wapatali ukukwera kufika ku 2 yuan / W, masewera olimbitsa thupi amphamvu adakhumudwitsa kwambiri terminal. anaika chifuniro, chifukwa osati kupeza ndalama.

Kumapeto kwa chaka chatha mpaka pano kutulutsidwa kwa silicon, ngakhale gawo lamitengo lidakulirakulira kwakanthawi, zomwe zikuchitika zikutsika, mitengo yamagulu yatsika, ndipo choyikapo chiyamba chaka chino ndichabwino kwambiri.

Zikumveka kuti, kwa makampani amagetsi, pamene gawoli likutsikira ku 1.7-1.8 yuan / W, makampani opanga magetsi akhala abwino kwambiri, choncho sangadikire mpaka chigawocho ndikupitiriza kugwa gradient ndikuyikapo. .

Chifukwa ngakhale mtengo chigawo chimodzi cha mtengo kuganizira mabizinezi chitukuko mphamvu, komanso sadzakhala kufunafuna mitengo otsika, mmene chigawo mtundu, kaya pa nthawi yobereka n'kofunika kwambiri, ndipo ngakhale ena gulu mitengo fakitale ndi. otsika mokwanira, koma pakhoza kukhala chiwopsezo cholephera kupereka pa nthawi yake, si terminal ingaganizire kusankha.

Tsopano zenizeni msika ndi, kotala loyamba la chaka chino anaika chidwi ndi apamwamba kwambiri kuposa zaka za m'mbuyomu, mpikisano msika ndi woopsa, tikugwira ntchitoyo, akhoza kukhala pa mmene tingathere, makamaka asanu-sikisi. mabizinesi ang'onoang'ono aboma, nkhawa kwambiri ndi kutha kwa mphamvu anaika lipoti khadi bwanji.Kotero pamenepa, malinga ndi gawo la 1.7-1.8 yuan / W mtengo wamtengo wapatali, ndizokwanira, zidzagwira ntchitoyi.

 

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Nthawi yotumiza: Mar-24-2023