Hajoale, ha ho khotheishene e ka bonts'ang boemo ba theko e kholo eamatla a letsatsis.Ha phapang ea theko ea thekiso e kholo ea bo-ramatsete e fapana ho tloha ho 1.5xRMB/watt ho isa ho hoo e ka bang 1.8RMB/ watt, theko e tloaelehileng ea indasteri ea photovoltaic e boetse e fetoha ka nako leha e le efe.
Haufinyane tjena, litsebi tsa pv li ithutile hore le hoja boholo ba litemana tsa theko e bohareng bakeng sa li-module tsa photovoltaic li ntse li bolokiloe ho 1.65RMB/watt kapa esita le ho pota 1.7RMB/ watt, ka theko ea 'nete, lik'hamphani tse ngata tsa matsete li tla sebelisa lipuisano tse ngata tsa theko le li-module.Baetsi ba buisana ka litheko bocha.Litsebi tsa PV li ithutile hore moetsi oa li-module tsa boemo ba pele o bile a na le theko ea transaction ea 1.6RMB/watt, ha baetsi ba li-module tsa boemo ba bobeli le ba boraro ba ka fana ka theko e tlase ea 1.5X.RMB/watt.
Ho tloha bofelong ba 2022, karolo ea mojule e tla kena sethaleng sa tlholisano e matla ea theko.Le hoja theko ea polysilicon e ile ea tsoela pele ho tsitsisa kapa ea phahama hanyenyane ka mor'a Mokete oa Selemo, e ntse e ke ke ea fetola mokhoa oa ho theoha ha theko ea ketane ea indasteri.Ho tloha ka nako eo, tlholisano ea litheko lihokelong tse fapaneng e qalile.
Ka lehlakoreng le leng, ho ka bonoa ho tloha ha ho buloa lipehelo tse kholo tsa theko e bohareng selemong sena hore palo ea lik'hamphani tsa likarolo e eketsehile haholo, 'me lik'hamphani tse ling tsa ho reka li fihletse lik'hamphani tse ka bang 50,' me mefuta e mengata e mecha ea likarolo e hlahile. , hangata ba hapang litaelo tsa likhoebo tse bohareng tse nang le maano a theko e tlase;ka lehlakoreng le leng Ka lehlakoreng le leng, boholo ba karolo ea mojule bo fapane haholo.Ho tloha boemong ba thepa ea thepa ea 2022 e lokollotsoeng ke Infolink matsatsing a 'maloa a fetileng, ho ka bonoa hore thomello ea baetsi ba li-module tsa TOP4 e le pele haholo, kaofela e feta 40GW.Leha ho le joalo, ka keketseho ea ba kenang ba bacha, ho romelloa ha li-modules Khatello e boetse e bonahala haholoanyane.Tabeng ya phepelo ya bokgoni ba tlhahiso e lekaneng, tlhodisano lekaleng la dikarolo e bonahala haholo thekong, e leng yona sesosa sa motso wa “moferefere” wa hajwale wa ditekotso tsa indasteri.
Ho ea ka maikutlo a tsoang indastering, "Lithekiso tsa hajoale li lokela ho ahloloa ka botlalo ho latela sebaka sa projeke, tsoelo-pele ea projeke, esita le boemo ba ho phethoa ha projeke nakong e fetileng ea moetapele oa projeke.Esita le mantsoe a qotsitsoeng ke k'hamphani e le 'ngoe bakeng sa merero e fapaneng ha a tšoane.Likhoebo le likhoebo Phapano ea qotso lipakeng tsa tsona e fapane le ho feta.Litheko tse phahameng haholo ke tsa ho boloka phaello e utloahalang, ha mantsoe a tlaase e le tsela e ka sehloohong ea hore lik'hamphani tse ling li nke liodara.Haeba ho na le phetoho efe kapa efe phepelong ea phepelo, leano le akaretsang le amohetsoeng ke lik'hamphani ke ho fokotsa lebelo la phepelo e lieha ho fihlela theko e tlase e fokotseha pele e fana ka eona. ”
Ha e le hantle, phapang ea theko ea likarolo e ka boela ea bonoa ho tsoa ho thepa e bohareng ea likhoebo tse bohareng.Ho tloha kotara ea pele, State Power Investment Corporation, Huaneng, Huadian, China National Nuclear Corporation, China Energy Conservation le likhoebo tse ling tsa 'muso li phethile ka tatellano ho feta 78GW ea mosebetsi oa ho fana ka mojule.Ho latela kakaretso ea kakaretso ea quotation ea likhoebo tse fanang ka litefiso, theko ea module e bile hoo e ka bang 1.7+RMB/watt Butle-butle e ile ea theohela ho 1.65 ea hona joaleRMB / watt kapa joalo.
Leha theko e bonts'a maemo a tlase, phapang ea litheko lipakeng tsa litheko tse holimo le tse tlase tsa likhoebo e theohile ho tloha ho 0.3RMB/watt ho isa ho hoo e ka bang 0.12RMB/watt, ebe e nyolohela ho 0.25 ea hona joaleRMB/watt.Mohlala, haufinyane, theko ea ho bula module ea 4GW ea Xinhua Hydro, theko e tlase haholo e ne e le 1.55.RMB/watt, mme theko e phahameng ka ho fetisisa e fihlile ho 1.77RMB/watt, ka phapang ea theko ea lisente tse fetang 20.Mokhoa ona o batla o lumellana le litheko tsa li-module tsa 8GW tsa PetroChina le li-module tsa 2GW tsa CECEP.
Ho latela liqotso tse akaretsang tsa selemo sena, lik'hamphani tse ka sehloohong li itšetlehile ka melemo ea mofuta oa tsona ho fana ka litheko tse batlang li le holimo, tseo ha e le hantle li bolokiloeng ka holimo ho palohare ea litheko tsa litheko tsa likhoebo tse bohareng.Bakeng sa ho hapa litaelo, lik'hamphani tsa karolo ea bobeli le ea boraro li nka monyetla oa ho theoha ha litheko tsa indasteri, 'me mantsoe a qotsitsoeng a likarolo a batla a phahame.Radical, mantsoe a qotsitsoeng a tlase ho likhamphani tsohle tse bohareng a tsoa ho likhamphani tsa karolo ea bobeli le ea boraro.Haholo-holo ha palo ea lik'hamphani tsa likarolo e ntse e eketseha, ts'ebetso ea moferefere oa "theko" e fetohile e hlakileng haholoanyane.Mohlala, kopo ea karolo ea 26GW ea China Power Construction, e nang le lik'hamphani tse ka bang 50 tse nkang karolo, e na le phapang ea theko ea karolo e fetang 0.35.RMB/watt.
Ha ho bapisoa le seteishene sa matla a fatše, theko ea 'maraka oa photovoltaic e abuoang e phahame hanyenyane.Baphatlalatsi ba bang ba ile ba bolella lik'hamphani tsa photovoltaic hore theko ea hona joale ea theko ea k'hamphani ea karolo ea hlooho e fihlile ho feta 1.7RMB/ watt, ha theko ea pele ea ts'ebetsong e ne e ka ba 1.65RMB/watt , haeba u sa khone ho amohela keketseho ea theko ea likarolo, u lokela ho ema ho fihlela May ho phethahatsa ka theko ea 1.65RMB/watt.
Ha e le hantle, indasteri ea photovoltaic e bile le pherekano likarolong tse qotsitsoeng tsa likarolo nakong ea ho theoha ha litheko tsa indasteri.Qalong ea 2020, ha theko ea thepa ea silicon e ntse e theoha, litefiso tsa likhoebo tse bohareng li ile tsa tsoela pele ho qala kotareng ea pele.Ka nako eo, khotheishene e tlase haholo indastering e fihlile ho 1.45RMB/watt, ha theko e phahameng e ntse e le ho pota 1.6RMB/watt.Tlas'a maemo a hajoale, lik'hamphani tsa karolo ea bobeli le ea boraro li kentse lethathamo la likhoebo tse bohareng tse nang le litheko tse tlase.
Melee ea theko ka mor'a ho qala ha potoloho ea hona joale ea ho fokotsa theko e ntse e qalisoa ke lik'hamphani tsa bobeli le tsa boraro.Lik'hamphani tsa likarolo tsa hlooho li na le monyetla oa ho ba le letšoao 'me li na le tšepo ea ho atolosa phaello ea karolo ea karolo ka mokhoa o utloahalang.Leha khotheishene e batla e phahame, ka lebaka la tshebedisano-mmoho ya pele le dikgwebo tsa mmuso tse bohareng, dihlahiswa tse tsamaellanang le tsona di ka leleka dingongoreho tsa botshepehi tsa dikgwebo tse bohareng tsa mmuso.E le ho qothisana lehlokoa le ho kena lethathamong le lekhutšoanyane, lik'hamphani tsa boemo ba bobeli le ba boraro le tsona li ile tsa kenya letsoho 'marakeng o lumellanang le mantsoe a fokolang.Batseteli ba bang ba liteishene tsa motlakase ba itse, "Boleng ba likarolo tsa likhoebo tsa boemo ba bobeli le ba boraro bo kanna ba tlameha ho netefatsoa ke 'maraka, empa sekhahla sa ho khutla ha matsete a seteishene sa motlakase se ipapisitseng le litheko tsa sehlahisoa se batla se tšoana."
Ntoa e ferekaneng ea litheko tsa likarolo e amana haufi-ufi le papali pakeng tsa liindasteri tse holimo le tse tlaase.Ka Infolink's pono, theko ea thepa ea silicon e ntse e tla boloka mokhoa oa ho theoha nako e telele, empa theko ea li-wafers tsa silicon ha e e-s'o lokolohe haholo ka lebaka la bothata ba tlhahiso, empa e fihlile tlhōrōng ea potoloho ena ea ho fetoha ha theko, le tokiso ea theko ea li-wafers tsa silicon tse nang le li-wafers tsa silicon le eona e lebelletsoe ho tlisa potoloho e tlase.Pherekano ea nakoana ea litheko tsa module ha e sitise mokhoa o akaretsang oa ho fokotseha ha theko ho pholletsa le selemo, 'me sena se tla boela se tšehetse ka mokhoa o motle tlhokahalo ea ho kenya photovoltaics e tlaase selemong sena.
Se hlakileng ke hore makala ohle a indasteri a ntse a qothisana lehlokoa le tokelo ea ho bua ka litheko, e leng le leng la mabaka a bakang phapano e kholo ea litheko.Leha ho le joalo, ho feto-fetoha ho tsoelang pele ha litheko ntle le pelaelo ho tla tlisa mathata ho phumants'o le litheko tse kholo tse bohareng.Likotsi tse latelang tsa phepelo li lokela ho hlahlojoa ka nepo.
Nako ea poso: Apr-22-2023