Nyob rau hauv 2022, nyob rau hauv keeb kwm yav dhau ntawm "dual carbon" lub hom phiaj, lub ntiaj teb no nyob rau hauv ib tug tseem ceeb theem ntawm lub zog qauv transformation.Lub superimposed tsis sib haum xeeb ntawm Russia thiab Ukraine txuas ntxiv ua rau lub zog fossil nqi siab.Lub teb chaws them nyiaj ntau dua rau lub zog tauj dua tshiab, thiab kev lag luam photovoltaic yog booming.Tsab ntawv xov xwm no yuav qhia txog qhov xwm txheej tam sim no thiab kev cia siab ntawm kev lag luam photovoltaic thoob ntiaj teb los ntawm plaub yam: thawj, kev txhim kho ntawm kev lag luam photovoltaic hauv ntiaj teb thiab cov teb chaws tseem ceeb / cheeb tsam;thib ob, kev lag luam xa tawm ntawm kev lag luam photovoltaic saw khoom;thib peb, kev kwv yees ntawm txoj kev loj hlob ntawm kev lag luam photovoltaic hauv 2023;Qhov thib plaub yog kev tsom xam ntawm kev txhim kho qhov teeb meem ntawm kev lag luam photovoltaic nyob rau hauv nruab nrab thiab ntev.
Txoj kev loj hlob
1.Lub ntiaj teb no photovoltaic kev lag luam muaj kev loj hlob muaj peev xwm, txhawb kev thov rau cov khoom nyob rau hauv lub photovoltaic kev lag luam saw kom nyob twj ywm siab.
2. Tuam Tshoj cov khoom siv hluav taws xob photovoltaic muaj qhov zoo ntawm kev lag luam saw txuas, thiab lawv cov khoom xa tawm muaj kev sib tw heev.
3. Cov khoom siv hluav taws xob photovoltaic yog tsim los ntawm kev ua haujlwm siab, kev siv hluav taws xob tsawg, thiab tus nqi qis.Kev hloov dua siab tshiab ntawm cov roj teeb yog qhov tseem ceeb ntawm kev ua haujlwm kom tawg los ntawm lub fwj ntawm kev lag luam photovoltaic.
4. Yuav tsum tau xyuam xim rau kev pheej hmoo ntawm kev sib tw thoob ntiaj teb.Thaum lub ntiaj teb no photovoltaic daim ntawv thov kev lag luam tswj hwm qhov kev thov muaj zog, kev sib tw thoob ntiaj teb hauv kev lag luam photovoltaic yog nce zuj zus.
Kev txhim kho ntawm kev lag luam photovoltaic hauv ntiaj teb thiab cov teb chaws tseem ceeb / cheeb tsam
Los ntawm qhov kev xav ntawm kev tsim khoom kawg ntawm kev lag luam photovoltaic saw, nyob rau hauv tag nrho lub xyoo ntawm 2022, uas tau tsav los ntawm qhov kev thov ntawm daim ntawv thov kev lag luam, qhov ntau lawm scale ntawm manufacturing kawg ntawm lub ntiaj teb no photovoltaic kev lag luam saw yuav txuas ntxiv mus.Raws li cov ntaub ntawv tshiab tshaj tawm los ntawm Tuam Tshoj Photovoltaic Industry Association thaum Lub Ob Hlis 2023, lub ntiaj teb kev teeb tsa lub peev xwm ntawm photovoltaics yuav tsum yog 230 GW hauv 2022, ib xyoos ib zaug nce ntawm 35.3%, uas yuav txhawb nqa kev nthuav dav ntxiv ntawm kev tsim khoom. muaj peev xwm ntawm photovoltaic kev lag luam saw.Nyob rau hauv tag nrho xyoo ntawm 2022, Tuam Tshoj yuav tsim tag nrho 806,000 tons ntawm photovoltaic polysilicon, nce 59% xyoo-rau-xyoo.Raws li kev lag luam kev suav ntawm kev hloov pauv ntawm polysilicon thiab modules, Tuam Tshoj cov khoom muaj polysilicon sib haum rau module ntau lawm yuav yog 332.5 GW hauv 2022, nce los ntawm 2021. 82.9%.
Kev kwv yees ntawm txoj kev loj hlob ntawm kev lag luam photovoltaic hauv 2023
Qhov sib txawv ntawm kev qhib siab thiab mus siab tau txuas ntxiv mus thoob plaws hauv lub xyoo.Txawm hais tias thawj peb lub hlis twg feem ntau yog lub caij so rau kev teeb tsa hauv Tebchaws Europe thiab Tuam Tshoj, tsis ntev los no, lub peev xwm tshiab polysilicon tau raug tso tawm tsis tu ncua, ua rau tus nqi qis hauv cov saw hlau, ua rau txo qis tus nqi qis, thiab txhawb kev tso tawm ntawm ntsia muaj peev xwm.Nyob rau tib lub sijhawm, kev thov PV txawv teb chaws xav tias yuav txuas ntxiv cov qauv ntawm "tawm-lub caij" nyob rau lub Ib Hlis txij Lub Ob Hlis mus txog Lub Peb Hlis.Raws li cov lus tawm tswv yim ntawm cov tuam txhab lag luam taub hau, qhov sib txawv ntawm cov qauv tsim tom qab Lub Caij Nplooj Ntoos Hlav yog qhov tseeb, nrog qhov nruab nrab ntawm lub hli nce ntawm 10% -20% nyob rau lub Ob Hlis, thiab kev nce ntxiv hauv lub Peb Hlis.Pib los ntawm lub quarter thib ob thiab peb lub hlis twg, raws li cov khoom lag luam cov nqi txuas ntxiv poob qis, nws cia siab tias qhov kev thov yuav nce ntxiv, thiab kom txog rau thaum xaus ntawm lub xyoo, yuav muaj lwm qhov kev sib txuas ntawm cov kab sib txuas loj, tsav lub peev xwm nruab rau hauv. lub quarter thib plaub kom ncav cuag lub ncov ntawm lub xyoo.Industrial kev sib tw yog ua ntau thiab ntau khaus.Xyoo 2023, kev cuam tshuam lossis cuam tshuam ntawm geopolitics, kev ua si hauv lub tebchaws loj, kev hloov pauv huab cua thiab lwm yam ntawm tag nrho cov khoom lag luam thiab cov saw hlau yuav txuas ntxiv mus, thiab kev sib tw hauv kev lag luam photovoltaic thoob ntiaj teb yuav dhau los ua nruj dua.Los ntawm cov khoom lag luam pom, cov lag luam nce kev tshawb fawb thiab kev tsim cov khoom siv tau zoo, uas yog lub ntsiab lus pib rau kev txhim kho lub ntiaj teb kev sib tw ntawm cov khoom photovoltaic;Los ntawm qhov kev xav ntawm kev lag luam layout, tus qauv ntawm lub neej yav tom ntej photovoltaic kev lag luam muab saw hlau los ntawm centralized mus rau decentralized thiab diversified yog ua ntau thiab ntau pom tseeb, thiab nws yog tsim nyog rau scientific thiab rationally layout txawv teb chaws muaj chains thiab txawv teb chaws kev lag luam raws li txawv lag luam yam ntxwv thiab cov xwm txheej txoj cai, uas yog ib qho tsim nyog txhais tau tias rau cov lag luam los txhim kho kev sib tw thoob ntiaj teb thiab txo cov kev pheej hmoo ntawm kev lag luam.
Qhov teeb meem kev loj hlob ntawm kev lag luam photovoltaic nyob rau hauv nruab nrab thiab ntev
Lub ntiaj teb no photovoltaic kev lag luam muaj peev xwm loj hlob, txhawb kev thov rau photovoltaic kev lag luam saw khoom kom nyob twj ywm siab.Los ntawm kev xav thoob ntiaj teb, kev hloov pauv ntawm cov qauv siv hluav taws xob mus rau kev sib txawv, huv si thiab cov pa roj carbon tsawg yog qhov hloov tsis tau, thiab tsoomfwv tau txhawb nqa cov lag luam los tsim kev lag luam hnub ci photovoltaic.Nyob rau hauv cov ntsiab lus ntawm kev hloov hluav taws xob, ua ke nrog cov txiaj ntsig zoo ntawm qhov poob ntawm cov nqi hluav taws xob photovoltaic tau coj los ntawm kev txhim kho thev naus laus zis, nyob rau hauv nruab nrab lub sij hawm, txawv teb chaws photovoltaic ntsia muaj peev xwm thov yuav txuas ntxiv kom muaj kev vam meej.Raws li kev kwv yees ntawm Tuam Tshoj Photovoltaic Industry Association, lub ntiaj teb tshiab photovoltaic ntsia muaj peev xwm yuav yog 280-330 GW hauv 2023 thiab 324-386 GW hauv 2025, txhawb kev thov rau kev lag luam photovoltaic saw khoom kom nyob twj ywm siab.Tom qab xyoo 2025, xav txog cov khoom lag luam thiab cov khoom siv thiab kev xav tau sib txuam, tej zaum yuav muaj qee qhov overcapacity ntawm cov khoom lag luam photovoltaic thoob ntiaj teb.Tuam Tshoj cov khoom siv hluav taws xob photovoltaic muaj qhov zoo ntawm cov saw hlau txuas, thiab kev xa tawm muaj kev sib tw siab.Tuam Tshoj txoj kev lag luam photovoltaic muaj lub ntiaj teb ua tiav kev lag luam photovoltaic kev lag luam cov khoom lag luam zoo, ua tiav kev txhawb nqa kev lag luam, kev sib txuas ntawm cov khoom siv hluav taws xob, cov peev txheej thiab cov khoom tsim tawm tau pom tseeb, uas yog lub hauv paus rau kev txhawb nqa cov khoom xa tawm.Nyob rau tib lub sijhawm, Tuam Tshoj txoj kev lag luam photovoltaic txuas ntxiv rau kev tsim kho tshiab thiab ua rau lub ntiaj teb zoo tshaj plaws hauv kev siv thev naus laus zis, tso lub hauv paus rau kev txeeb thoob ntiaj teb kev lag luam.Tsis tas li ntawd, cov thev naus laus zis digital thiab cov cuab yeej ntse ntse tau ua kom cov digital hloov pauv thiab txhim kho kev lag luam thiab txhim kho kev tsim khoom zoo heev.Photovoltaic cov cuab yeej tseem tab tom txhim kho nyob rau hauv cov kev taw qhia ntawm kev ua haujlwm siab, kev siv hluav taws xob tsawg thiab tus nqi qis, thiab kev hloov pauv ntawm tes ua haujlwm tau zoo. Cov txheej txheem tseem ceeb rau kev lag luam photovoltaic kom tawg los ntawm lub raj mis.Nyob rau hauv lub premise ntawm kev ntsuas tus nqi thiab efficiency, ib zaug lub roj teeb technology nrog high conversion kev ua tau zoo lov los ntawm loj ntau lawm, nws yuav ceev ceev nyob rau hauv lub lag luam thiab tshem tawm tsawg-kawg muaj peev xwm.Cov khoom lag luam thiab cov saw hlau sib npaug ntawm cov dej ntws thiab qis ntawm cov khoom lag luam yuav raug tsim kho dua tshiab.Tam sim no, crystalline silicon hlwb tseem yog cov thev naus laus zis tseem ceeb ntawm kev lag luam photovoltaic, uas tseem yog qhov kev siv siab ntawm cov khoom siv hluav taws xob silicon, thiab suav tias yog lub cim thib peb ntawm cov khoom siv hluav taws xob zoo tshaj plaws ntawm cov roj teeb nyias nyias, tus neeg sawv cev perovskite nyias-film roj teeb. Hauv kev txuag hluav taws xob, kev tiv thaiv ib puag ncig, tsim daim ntawv thov, siv cov khoom siv raw thiab lwm yam muaj txiaj ntsig zoo, cov thev naus laus zis tseem nyob hauv chav kuaj, ib zaug kev ua tiav thev naus laus zis tau ua tiav, kev hloov cov crystalline silicon hlwb dhau los ua cov thev naus laus zis tseem ceeb, kev txwv tsis pub muaj kev txwv. ntawm cov khoom siv hluav taws xob sab saud hauv cov saw hlau yuav raug rhuav tshem.Kev saib xyuas yuav tsum tau them nyiaj rau kev sib tw thoob ntiaj teb kev pheej hmoo.Thaum tswj hwm qhov kev thov muaj zog hauv ntiaj teb photovoltaic daim ntawv thov kev lag luam, kev sib tw thoob ntiaj teb hauv kev lag luam photovoltaic yog intensifying.Qee lub teb chaws tab tom npaj ua kom muaj kev lag luam hauv cheeb tsam ntawm kev tsim khoom thiab kev tsim khoom thiab cov khoom siv hauv cheeb tsam hauv kev lag luam photovoltaic, thiab kev txhim kho ntawm kev tsim hluav taws xob tshiab tau nce mus rau tsoomfwv qib, thiab muaj cov hom phiaj, kev ntsuas thiab cov kauj ruam.Piv txwv li, US Inflation Reduction Act of 2022 npaj yuav nqis peev $ 30 nphom hauv cov nqi se ntau lawm los txhawb kev ua cov hnub ci vaj huam sib luag thiab cov khoom tseem ceeb hauv Tebchaws Meskas;EU npaj kom ua tiav lub hom phiaj ntawm 100 GW ntawm tiav PV kev lag luam saw los ntawm 2030;Is Nrias teb tshaj tawm National Plan for Efficient Solar PV Modules, uas yog lub hom phiaj txhawm rau txhim kho kev tsim khoom hauv zos thiab txo qis kev lag luam dependence rau lub zog tauj dua tshiab.Nyob rau tib lub sijhawm qee lub tebchaws tau tshaj tawm cov kev ntsuas los txwv kev ntshuam ntawm Tuam Tshoj cov khoom lag luam photovoltaic tawm ntawm lawv tus kheej nyiam, uas muaj qee yam cuam tshuam rau Tuam Tshoj cov khoom lag luam photovoltaic xa tawm.
los ntawm: Suav lag luam integrate tshiab zog.
Post lub sij hawm: May-12-2023