Matambudziko emagetsi ezuva akatanga gore rapfuura nemitengo yakakwira uye kushomeka kwepolysilicon kuri kuramba kuchipinda muna 2022. Asi isu tiri kutoona mutsauko wakakura kubva pakufanotaura kwekutanga kuti mitengo yaizoderera zvishoma nezvishoma chikamu chimwe nechimwe gore rino.PV Infolink's Alan Tu inoongorora mamiriro emusika wezuva uye inopa ruzivo.
PV InfoLink mapurojekiti epasi rose PV module inoda kusvika 223 GW gore rino, ine fungidziro ine tariro ye248 GW.Cumulative yakaiswa simba inotarisirwa kusvika 1 TW pakupera kwegore.
China ichiri kutonga PV kudiwa.Iyo inotungamirwa nepolicy 80 GW yemodule inodiwa inosimudzira musika wezuva.Panzvimbo yechipiri imusika weEurope, uri kushanda kuti ukurumidze kuvandudzwa kwekuvandudza kuti uzvirumure kubva kuRussia chaiyo gasi.Europe inotarisirwa kuona 49 GW yemodule inoda gore rino.
Musika wechitatu pakukura, United States, wakaona kuwanikwa kwakasiyana uye kudiwa kubva gore rapfuura.Yakavhiringwa neiyo Withhold Release Order (WRO), kupihwa hakukwanisi kuzadzisa zvinodiwa.Zvakare, kuferefetwa pamusoro pekupokana-kutenderera muSoutheast Asia gore rino kunokonzeresa kusavimbika muchitokisi nemodule kupihwa kwemaodha eUS uye inowedzera kune yakaderera mitengo yekushandiswa muSoutheast Asia pakati pekukanganisa kweWRO.
Nekuda kweizvozvo, kupihwa kumusika weUS kuchatadza kudiwa mukati megore rino;module inodiwa ichagara kune gore rapfuura 26 GW kana kunyange yakaderera.Misika mitatu mikuru pamwe chete inozobatsira kusvika ku70% yezvinodiwa.
Kudiwa muchikamu chekutanga cha2022 kwakagara kunosvika makumi mashanu GW, kunyangwe mitengo yakakwira.KuChina, mapurojekiti akamiswa kubva gore rapfuura akatanga.Nepo mapurojekiti akaiswa pasi akamiswa nekuda kwemitengo yakakwira yemodule munguva pfupi, uye kudiwa kubva kumapurojekiti echizvarwa-akagoverwa kwakaenderera nekuda kwekuderera kwemitengo.Mumisika iri kunze kweChina, India yakaona kudhirowa kwakasimba kusati kwatangwa basa rekutanga retsika (BCD) musi waKubvumbi 1, iine 4 GW kusvika 5 GW yekudiwa mukota yekutanga.Kudiwa kwakasimba kwakaenderera mberi muUS, nepo Europe yakaona kudiwa kwakasimba-kupfuura-kwaitarisirwa nezvikumbiro zvine simba uye kusaina.Kugamuchirwa kwemusika weEU kwemitengo yepamusoro kwakawedzerawo.
Pakazere, kudiwa muchikamu chechipiri kunogona kusimudzirwa nechizvarwa chakagoverwa uye mamwe mapurojekiti ezviyero muChina, nepo Europe yakasimba module inventory inokwevera mukati mekukurumidza shanduko yesimba, uye kudiwa kwakasimba kubva mudunhu reAsia-Pacific.IUS neIndia, kune rumwe rutivi, dziri kutarisirwa kuona kudzikira kuri kudiwa, zvichienderana nekuferefetwa kwekupokana uye mitengo yakakwira yeBCD.Asi, kudiwa kubva kumatunhu ese pamwe chete kunounganidza 52 GW, yakakwira zvishoma pane yekutanga kota.
Pasi pemazinga emitengo azvino, huwandu hweChina hwakavimbiswa huchafambisa zvidhori kubva kumapurojekiti ezviyero muchikamu chechitatu nechina, ukuwo mapurojekiti echizvarwa akagoverwa achienderera mberi.Kutarisana nemamiriro ezvinhu aya, musika weChinese ucharamba uchidya mavhoriyamu makuru emamodule.
Maonero emusika weUS acharamba akavharika kudzamara zvabuda mukuferefeta kweanti-circumvention zvaburitswa mukupera kwaNyamavhuvhu.Europe inoramba ichiona kudiwa kwebullish, pasina mwaka unooneka wakakwira kana wakaderera gore rese.
Pakazara, kudiwa muhafu yechipiri yegore kuchapfuura iyo muhafu yekutanga.PV Infolink inofanotaura kuwedzera zvishoma nezvishoma nekufamba kwenguva, kusvika pakakwirira muchikamu chechina.
Polysilicon kushomeka
Sezvinoratidzwa mugirafu (kuruboshwe), kuwanikwa kwepolysilicon kwave nani kubva gore rapfuura uye kungangoita kuzadzisa kudiwa kwemushandisi wekupedzisira.Asi, InfoLink inofanotaura kuti kuwanikwa kwepolysilicon kucharamba kupfupi nekuda kwezvinhu zvinotevera: Chekutanga, zvinotora inenge mwedzi mitanhatu kuti mitsetse mitsva yekugadzira isvike pakukwana, zvichireva kuti kugadzirwa kudiki.Chechipiri, nguva inotorwa kuti hutsva hutsva huuye pamhepo inosiyana pakati pevagadziri, nehukuru hunokura zvishoma nezvishoma panguva yekutanga neyechipiri kota, uyezve kuwedzera zvakanyanya muchikamu chechitatu nechina.Chekupedzisira, kunyangwe ichienderera mberi nekugadzirwa kwepolysilicon, kutangazve kweCovid-19 kuChina kwakanganisa kuwanikwa, kuchisiya isingakwanise kuzadzisa kudiwa kubva pachikamu chewafer, chine huwandu hukuru.
Raw zvinhu uye BOM mutengo mafambiro anosarudza kana module mitengo icharamba ichikwira.Kufanana nepolysilicon, zvinoita sekunge EVA chidimbu chekugadzira vhoriyamu inogona kugutsa kudiwa kubva kuchikamu chemodule gore rino, asi kugadzirisa kwemidziyo uye denda rinotungamira kune kusaenzana kwekupihwa-kudiwa kwehukama munguva pfupi.
Mitengo yemaketani ekutengesa inotarisirwa kuramba yakasimudzwa uye haizodzike kusvika pakupera kwegore, apo hunyanzvi hwekugadzira polysilicon hunouya zvizere online.Gore rinouya, iyo yese yekugovera cheni inogona kupora kune hutano, ichibvumira iyo yakareba-yakasimbiswa module vanogadzira uye system suppliers kutora kufema kwakadzika.Nehurombo, kurova chiyero pakati pemitengo yakakwira uye kudiwa kwakasimba kunoramba kuri musoro mukuru wehurukuro muna 2022.
Nezvemunyori
Alan Tu mubatsiri wekutsvagisa paPV InfoLink.Anotarisa pamatongerwo enyika uye kuongororwa kwezvinodiwa, kutsigira PV data kuunganidzwa kwekota yega yega uye kuongorora kuongororwa kwemusika wedunhu.Anobatanidzwawo mukutsvagisa kwemitengo uye kugona kwekugadzira muchikamu chesero, achizivisa ruzivo rwechokwadi rwemusika.PV InfoLink mupi we solar PV market intelligence yakatarisana nePV supply chain.Iyo kambani inopa makotesheni echokwadi, yakavimbika PV musika ruzivo, uye yepasi rose PV musika wekupa / kudiwa dhatabhesi.Inopawo mazano ehunyanzvi kubatsira makambani kuramba ari pamberi pemakwikwi mumusika.
Nguva yekutumira: May-05-2022