Tam sim no, tsis muaj cov lus hais tuaj yeem cuam tshuam tus nqi tseem ceeb ntawm qibhnub ci vaj huam sib luags. Thaum tus nqi sib txawv ntawm cov tub ua lag luam loj 'kev lag luam hauv nruab nrab ntawm 1.5xRMB/ watt rau ze li ntawm 1.8RMB/ watt, tus nqi tseem ceeb ntawm kev lag luam photovoltaic kuj hloov tau txhua lub sijhawm.
Tsis ntev los no, cov kws tshaj lij pv tau kawm tias txawm hais tias feem ntau ntawm cov khoom lag luam hauv nruab nrab cov lus hais rau photovoltaic modules tseem khaws cia ntawm 1.65.RMB/ watt lossis txawm nyob ib puag ncig 1.7RMB/ watt, nyob rau hauv tus nqi tiag tiag, feem ntau cov tuam txhab peev yuav siv ntau qhov kev sib tham ntawm tus nqi nrog cov qauv. Manufacturers renegotiate nqi. PV cov kws tshaj lij tau kawm paub tias qee qhov chaw tsim khoom thawj theem txawm tias muaj tus nqi pauv ntawm 1.6RMB/ watt, thaum qee qhov thib ob- thiab thib peb-tier module manufacturers txawm tuaj yeem muab tus nqi qis ntawm 1.5XRMB/watt.
Txij thaum kawg ntawm 2022, ntu ntu yuav nkag mus rau theem ntawm kev sib tw nqi hnyav. Txawm hais tias tus nqi ntawm polysilicon txuas ntxiv mus rau stalemate lossis txawm nce me ntsis tom qab Lub Caij Nplooj Ntoos Hlav, nws tseem tsis tuaj yeem hloov pauv tus nqi qis ntawm tus nqi ntawm cov saw hlau. Txij thaum ntawd los, kev sib tw nqi hauv ntau qhov txuas tau pib.
Ntawm qhov tod tes, nws tuaj yeem pom los ntawm kev qhib qhov kev sib tw loj loj hauv nruab nrab xyoo no uas cov tuam txhab tivthaiv tau nce ntau, thiab qee lub tuam txhab kev sib tw tau mus txog ntau txog 50 lub tuam txhab, thiab ntau lub npe tshiab tau tshwm sim. , feem ntau yeej kev txiav txim los ntawm cov lag luam hauv nruab nrab nrog cov tswv yim qis; Ntawm qhov tod tes Ntawm qhov tod tes, qhov loj ntawm qhov module ntu yog sib txawv heev. Los ntawm 2022 module khoom xa tuaj qeb duas tso tawm los ntawm Infolink ob peb hnub dhau los, nws tuaj yeem pom tias cov khoom xa tuaj ntawm TOP4 module tuam ntxhab nyob deb ua ntej, tag nrho tshaj 40GW. Txawm li cas los xij, nrog kev nce ntawm cov neeg nkag tshiab, kev xa khoom ntawm cov modules Lub siab kuj tseem ua kom pom tseeb dua. Nyob rau hauv cov ntaub ntawv ntawm cov khoom muaj peev xwm txaus, kev sib tw hauv cov khoom lag luam muaj ntau qhov cuam tshuam txog tus nqi, uas tseem yog lub hauv paus ua rau tam sim no "chaos" hauv kev lag luam cov lus hais.
Raws li cov lus tawm tswv yim los ntawm kev lag luam, "Cov lus hais tam sim no yuav tsum raug txiav txim siab raws li qhov chaw nyob ntawm qhov project, qhov kev ua tiav ntawm qhov project, thiab txawm tias yav dhau los qhov project tiav ntawm tus thawj coj project. Txawm tias cov lus muab los ntawm tib lub tuam txhab rau cov haujlwm sib txawv tsis zoo ib yam. Kev lag luam thiab kev lag luam Cov lus sib txawv ntawm lawv yog qhov sib txawv ntau dua. Cov nqi siab yog feem ntau los tuav cov txiaj ntsig tsim nyog, thaum cov nqe lus qis yog txoj hauv kev tseem ceeb rau qee lub tuam txhab txhawm rau txeeb cov xaj. Yog tias muaj kev hloov pauv hauv cov saw hlau, cov tswv yim dav dav uas tau txais los ntawm cov tuam txhab yog kom qeeb Lub voj voog cov khoom yuav ncua mus txog thaum tus nqi qis qis ua ntej muab khoom. "
Qhov tseeb, tus nqi sib txawv ntawm cov khoom tseem tuaj yeem pom los ntawm kev muab cov khoom lag luam hauv nruab nrab. Txij li thawj peb lub hlis twg, Lub Xeev Lub Tuam Txhab Lag Luam Lag Luam, Huaneng, Huadian, Tuam Tshoj National Nuclear Corporation, Tuam Tshoj Kev Tiv Thaiv Hluav Taws Xob thiab lwm lub xeev cov tuam txhab tau ua tiav tiav ntau dua 78GW ntawm kev sib tw ua haujlwm. Judging los ntawm tag nrho cov lus nruab nrab ntawm kev sib tw lag luam, tus nqi module tau nyob ib ncig ntawm 1.7+RMB/watt Maj mam poob mus rau tam sim no 1.65RMB / watt los yog li ntawd.
Txawm hais tias tus nqi tau qhia txog qhov kev poob qis, tus nqi sib txawv ntawm tus nqi siab thiab qis ntawm cov lag luam tau qeeb los ntawm kwv yees li 0.3.RMB/ watt txog li 0.12RMB/ watt, thiab tom qab ntawd nce mus rau tam sim no 0.25RMB/watt. Piv txwv li, tsis ntev los no, Xinhua Hydro's 4GW module bid qhib tus nqi, tus nqi qis tshaj yog 1.55RMB/ watt, thiab tus nqi siab tshaj plaws mus txog 1.77RMB/ watt, nrog tus nqi sib txawv ntawm ntau tshaj 20 xees. Cov qauv no kuj zoo ib yam nrog cov nqi ntawm PetroChina's 8GW modules thiab CECEP's 2GW modules.
Judging los ntawm tag nrho cov quotations nyob rau hauv lub xyoo no, lub taub hau tivthaiv tuam txhab uas muag cia siab rau lawv cov hom lag luam zoo los muab cov nqe lus tseem ceeb, uas yog ib txwm khaws cia siab tshaj tus nqi twv nruab nrab ntawm cov lag luam hauv nruab nrab. Txhawm rau txhawm rau txhawm rau txiav txim siab, cov tuam txhab thib ob thiab qib thib peb tau txais txiaj ntsig los ntawm kev poob qis hauv kev lag luam tus nqi, thiab cov ntsiab lus hais tawm kuj yog siab heev. Radical, cov lus qis tshaj plaws ntawm txhua lub tuam txhab hauv nruab nrab yog los ntawm cov tuam txhab thib ob thiab thib peb. Tshwj xeeb tshaj yog raws li tus naj npawb ntawm cov tuam txhab tivthaiv tseem nce ntxiv, qhov tshwm sim ntawm "nqi" chaos tau dhau los ua pom tseeb. Piv txwv li, Tuam Tshoj Fais Fab Kev Tsim Kho 26GW tivthaiv kev sib tw, nrog ze li 50 lub tuam txhab koom nrog, muaj cov nqi sib txawv ntawm ntau dua 0.35.RMB/watt.
Piv nrog rau qhov chaw nres tsheb fais fab hauv av, tus nqi hauv kev lag luam photovoltaic faib yog me ntsis siab dua. Qee tus neeg muag khoom tau hais rau cov tuam txhab photovoltaic tias tam sim no tus nqi yuav khoom ntawm lub tuam txhab lub taub hau tau mus txog ntau dua 1.7.RMB/ watt, thaum tus nqi siv dhau los yog kwv yees li 1.65RMB/ watt, yog tias koj tsis tuaj yeem lees txais tus nqi nce ntawm cov khoom, koj yuav tsum tau tos kom txog thaum Lub Tsib Hlis kom ua tiav ntawm tus nqi ntawm 1.65RMB/watt.
Qhov tseeb, kev lag luam photovoltaic tau ntsib kev tsis sib haum xeeb hauv cov lus hais thaum lub voj voog qis ntawm cov nqi lag luam. Thaum pib ntawm 2020, raws li tus nqi ntawm cov khoom siv silicon txuas ntxiv poob, kev sib tw ntawm cov lag luam hauv nruab nrab txuas ntxiv pib hauv thawj peb lub hlis twg. Lub sijhawm ntawd, cov lus hais qis tshaj plaws hauv kev lag luam mus txog thaj tsam 1.45RMB/ watt, thaum tus nqi siab tseem nyob ib ncig ntawm 1.6RMB/watt. Raws li qhov xwm txheej tam sim no, cov tuam txhab thib ob thiab qib thib peb tau nkag mus rau hauv cov npe ntawm cov lag luam hauv nruab nrab nrog tus nqi qis.
Tus nqi melee tom qab pib ntawm kev txiav nqi tam sim no tseem tab tom pib los ntawm cov tuam txhab thib ob thiab thib peb. Lub taub hau cov tuam txhab lag luam muaj cov khoom lag luam kom zoo dua thiab vam tias yuav tsim nyog nthuav cov txiaj ntsig ntawm cov khoom siv sab. Txawm hais tias cov lus hais yog qhov siab heev, vim tias yav dhau los kev koom tes nrog cov tuam txhab lag luam hauv nruab nrab, cov khoom lag luam tuaj yeem cuam tshuam cov kev ntseeg siab ntawm cov tuam txhab lag luam hauv nruab nrab. Txhawm rau sib tw rau kev txiav txim thiab nyem rau hauv cov npe luv, cov tuam txhab thib ob thiab qib thib peb kuj tau coj mus rau hauv kev lag luam sib xws nrog cov lus qis. Qee tus neeg ua lag luam hauv chaw nres tsheb fais fab tau hais tias, "Qhov zoo ntawm cov khoom lag luam thib ob thiab qib thib peb yuav tsum tau txheeb xyuas los ntawm kev ua lag luam, tab sis tag nrho cov nqi rov qab ntawm cov chaw nres tsheb fais fab raws li cov khoom lag luam yuav luag tib yam."
Lub chaotic sib ntaus sib tua ntawm cov nqi tivthaiv yog ze rau qhov kev ua si ntawm cov dej ntws thiab cov kev lag luam hauv qab. Hauv Infolink's saib, tus nqi ntawm cov ntaub ntawv silicon tseem yuav tswj qhov kev poob qis rau lub sijhawm ntev, tab sis tus nqi ntawm silicon wafers tsis tau xoob ntau vim qhov teeb meem ntau lawm, tab sis nws tau mus txog qhov kawg ntawm qhov kev hloov pauv ntawm tus nqi, thiab kev hloov ntawm tus nqi ntawm silicon wafers nrog silicon wafers kuj yuav tsum tau mus rau hauv lub voj voog qis. Lub sij hawm luv luv tsis meej pem ntawm cov nqi module tsis cuam tshuam qhov kev sib txawv ntawm cov nqi txiav thoob plaws hauv lub xyoo, thiab qhov no tseem yuav txhawb nqa cov kev xav tau ntawm cov khoom siv hluav taws xob hauv qab ntawm photovoltaics xyoo no.
Dab tsi yog qhov tseeb yog tias tag nrho cov sectors ntawm kev lag luam tseem tab tom sib tw rau txoj cai hais txog tus nqi, uas yog ib qho ntawm cov laj thawj rau tus nqi sib txawv loj. Txawm li cas los xij, qhov kev hloov pauv tsis tu ncua ntawm tus nqi yuav ua rau muaj teeb meem rau cov khoom loj hauv nruab nrab thiab kev sib tw. Cov khoom txaus ntshai tom ntej yuav tsum raug ntsuas kom raug.
Post lub sij hawm: Apr-22-2023