A cikin 2022, a ƙarƙashin tushen manufar "dual carbon", duniya tana cikin wani muhimmin mataki na canjin tsarin makamashi.Rikicin da ya kunno kai tsakanin Rasha da Ukraine na ci gaba da haifar da hauhawar farashin makamashin burbushin halittu.Kasashe sun fi mai da hankali kan makamashin da ake sabunta su, kuma kasuwar daukar hoto tana bunkasa.Wannan labarin zai gabatar da halin da ake ciki a halin yanzu da kuma abubuwan da ake sa ran kasuwar hoto ta duniya daga bangarori hudu: na farko, ci gaban masana'antar hoto a duniya da manyan ƙasashe / yankuna;na biyu, cinikin fitarwa na samfuran sarkar masana'antar hotovoltaic;na uku, hasashen ci gaban ci gaban masana'antar hoto a cikin 2023;Na huɗu shine nazarin yanayin ci gaba na masana'antar photovoltaic a cikin matsakaici da dogon lokaci.
Halin ci gaba
1.Kasuwancin masana'antar hoto na duniya yana da babban haɓakar haɓakawa, yana tallafawa buƙatun samfuran a cikin sarkar masana'antar hoto don zama babba.
2. Kayayyakin daukar hoto na kasar Sin suna da fa'ida ta hanyar hada sarkar masana'antu, kuma fitar da su na da matukar fa'ida.
3. Na'urori masu mahimmanci na Photovoltaic suna tasowa a cikin jagorancin babban inganci, rashin amfani da makamashi, da ƙananan farashi.Canjin canji na batura shine maɓalli na fasaha don karya ta cikin kwalbar masana'antar photovoltaic.
4. Bukatar kula da hadarin gasar kasa da kasa.Yayin da kasuwar aikace-aikacen aikace-aikacen hoto ta duniya ke kula da buƙatu mai ƙarfi, gasa ta ƙasa da ƙasa a cikin masana'antar masana'anta na hotovoltaic tana ƙara ƙaruwa.
Ci gaban masana'antar hotovoltaic a duniya da manyan ƙasashe / yankuna
Daga hangen nesa na ƙarshen masana'anta na sarkar masana'antar hoto, a cikin duk shekara ta 2022, ta hanyar buƙatun kasuwar aikace-aikacen, ƙimar samarwa na ƙarshen masana'anta na sarkar masana'antar hotovoltaic ta duniya za ta ci gaba da haɓaka.Dangane da sabbin bayanan da kungiyar masana'antar daukar hoto ta kasar Sin ta fitar a watan Fabrairun 2023, ana sa ran shigar da karfin wutar lantarki a duniya zai kai 230 GW a shekarar 2022, karuwar shekara-shekara na 35.3%, wanda zai haifar da kara fadada masana'antu. iya aiki na photovoltaic masana'antu sarkar.A duk shekara ta 2022, kasar Sin za ta samar da jimillar ton 806,000 na polysilicon photovoltaic, wanda ya karu da kashi 59 cikin dari a duk shekara.Bisa kididdigar da masana'antar ta yi na juzu'in juzu'i tsakanin polysilicon da na'urori, yawan siliki na kasar Sin wanda ya yi daidai da samar da kayayyaki zai kasance kusan 332.5 GW a shekarar 2022, karuwa daga 2021. 82.9%.
Hasashen haɓakar haɓakar masana'antar photovoltaic a cikin 2023
Halin buɗewa babba da haɓaka ya ci gaba a cikin shekara.Ko da yake kwata na farko yawanci shine lokacin kashe-kashe don shigarwa a Turai da China, kwanan nan, an ci gaba da fitar da sabon ƙarfin samar da polysilicon, wanda ya haifar da raguwar farashi a cikin sarkar masana'antu, yadda ya kamata ya rage matsa lamba na ƙasa, da kuma ƙarfafa sakin shigar iya aiki.A lokaci guda, ana sa ran buƙatar PV a ƙasashen waje za ta ci gaba da ci gaba da yanayin "lokacin kashewa" a cikin Janairu daga Fabrairu zuwa Maris.Dangane da ra'ayoyin kamfanonin manyan kayayyaki, yanayin samar da kayayyaki bayan bikin bazara a bayyane yake, tare da matsakaicin karuwar wata-wata na 10% -20% a cikin Fabrairu, da ƙari a cikin Maris.An fara daga kashi na biyu da na uku, yayin da farashin sarkar kayayyaki ke ci gaba da raguwa, ana sa ran bukatar za ta ci gaba da hauhawa, kuma har zuwa karshen shekarar nan, za a sake samun wata babbar hanyar sadarwa ta grid, wacce za ta kara karfin da aka sanya a ciki. kashi na hudu da zai kai kololuwar shekara.Gasar da masana’antu ke kara tsananta.A cikin 2023, tsoma baki ko tasiri na geopolitics, manyan wasanni na kasa, sauyin yanayi da sauran dalilai a kan dukkanin masana'antun masana'antu da samar da kayayyaki za su ci gaba da ci gaba, kuma gasar a cikin masana'antar hoto ta duniya za ta kara tsanantawa.Daga ra'ayi na samfurin, kamfanoni suna haɓaka bincike da haɓaka samfurori masu inganci, wanda shine babban wurin farawa don inganta ƙwarewar duniya na samfurori na photovoltaic;Daga hangen nesa na shimfidar masana'antu, yanayin samar da masana'antar samar da kayan aikin hotovoltaic na gaba daga tsakiya zuwa rarrabawa da rarrabuwa yana ƙara fitowa fili, kuma ya zama dole a lissafta a kimiyance da azanci na sarƙoƙin masana'antu na ketare da kasuwannin ketare bisa ga halaye daban-daban na kasuwa yanayin siyasa, wanda hanya ce mai mahimmanci ga kamfanoni don haɓaka gasa a duniya da rage haɗarin kasuwa.
Halin ci gaba na masana'antar photovoltaic a cikin matsakaici da dogon lokaci
Masana'antar hoto ta duniya tana da babban haɓakar haɓakawa, tana tallafawa buƙatun samfuran sarkar masana'antar hoto don ci gaba da girma.Daga hangen nesa na duniya, canjin tsarin makamashi zuwa rarrabuwa, tsabta da ƙarancin carbon abu ne da ba za a iya canzawa ba, kuma gwamnatoci suna ƙarfafa kamfanoni don haɓaka masana'antar hasken rana.A cikin yanayin canjin makamashi, haɗe tare da abubuwan da suka dace na raguwar farashin samar da wutar lantarki da aka samu ta hanyar ci gaban fasaha, a cikin matsakaicin lokaci, ƙirar ƙirar da aka shigar a ƙasashen waje za ta ci gaba da ci gaba da samun wadata mai yawa.Bisa hasashen da kungiyar masana'antu ta Photovoltaic ta kasar Sin, sabon ikon shigar da sabbin hotuna na duniya zai kasance 280-330 GW a cikin 2023 da 324-386 GW a cikin 2025, yana tallafawa buƙatun samfuran sarkar masana'antar hoto don ci gaba da girma.Bayan 2025, idan aka yi la'akari da abubuwan da ake amfani da su na kasuwa da wadata da kuma buƙatu masu dacewa, za a iya samun wasu ƙananan kayan aikin hoto na duniya. Kayayyakin hotuna na kasar Sin suna da amfani da haɗin gwiwar masana'antu, kuma fitar da kayayyaki yana da babban gasa.Masana'antar daukar hoto ta kasar Sin tana da cikakkiyar fa'idar samar da sarkar daukar hoto ta duniya, cikakken goyon bayan masana'antu, sakamako na sama da na kasa, iya aiki da fa'idar fitarwa a bayyane yake, wanda shine tushen tallafawa fitar da kayayyaki zuwa kasashen waje.A sa'i daya kuma, masana'antar daukar hoto ta kasar Sin tana ci gaba da yin kirkire-kirkire, da kuma jagorancin duniya wajen samun moriyar fasahohi, tare da aza harsashi na cin gajiyar damarar kasuwannin kasa da kasa.Bugu da ƙari, fasaha na dijital da fasaha masu fasaha sun haɓaka sauye-sauye na dijital da haɓaka masana'antun masana'antu da haɓaka haɓakar haɓakawa sosai.Photovoltaic core na'urorin suna tasowa a cikin jagorancin babban inganci, rashin amfani da makamashi da ƙananan farashi, da haɓakar canjin tantanin halitta shine mabuɗin fasaha na fasaha don masana'antar photovoltaic don karya ta cikin kwalbar.A karkashin tsarin daidaita farashi da inganci, da zarar fasahar baturi tare da babban aikin juyi ta karye ta hanyar samarwa da yawa, zai mamaye kasuwa da sauri kuma ya kawar da ƙarancin samarwa.Hakanan za'a sake gina sarkar samfur da ma'auni na samar da kayayyaki tsakanin sama da ƙasa na sarkar masana'antu.A halin yanzu, crystalline silicon Kwayoyin har yanzu na al'ada fasahar na photovoltaic masana'antu, wanda kuma ya ƙunshi babban amfani na sama albarkatun kasa silicon, kuma ana la'akari da su zama ƙarni na uku na high-inganci bakin ciki-film baturi wakilin perovskite bakin ciki-film batura. a cikin ceton makamashi, kariyar muhalli, aikace-aikacen ƙira, amfani da albarkatun ƙasa da sauran al'amura suna da fa'ida mai mahimmanci, fasahar har yanzu tana cikin matakin dakin gwaje-gwaje, da zarar an sami nasarar fasahar fasaha, maye gurbin ƙwayoyin silicon na crystalline ya zama fasaha na yau da kullun, ƙayyadaddun ƙayyadaddun kwalba. Na sama albarkatun kasa a cikin masana'antu sarkar za a karya. Ana bukatar a biya hankali ga kasada gasa kasada kasada.Yayin da ake ci gaba da buƙatu mai ƙarfi a cikin kasuwar aikace-aikacen hoto ta duniya, gasa ta ƙasa da ƙasa a cikin masana'antar masana'antar hoto tana ƙaruwa.Wasu ƙasashe suna yin shiri sosai don ƙaddamar da samarwa da masana'antu da samar da sarkar samar da kayayyaki a cikin masana'antar hoto, kuma an haɓaka haɓaka sabbin masana'antar samar da makamashi zuwa matakin gwamnati, kuma akwai maƙasudi, matakai da matakai.Misali, dokar rage hauhawar farashin kayayyaki ta Amurka ta shekarar 2022 tana shirin zuba jarin dala biliyan 30 wajen samar da kudaden harajin samar da kayayyaki don inganta sarrafa na'urorin hasken rana da muhimman kayayyaki a Amurka;EU tana shirin cimma burin 100 GW na cikakkiyar sarkar masana'antar PV ta 2030;Indiya ta sanar da Tsarin Kasa don Ingantattun Modulolin Solar PV, wanda ke da nufin haɓaka masana'antar gida da rage dogaro da shigo da kayayyaki ga makamashi mai sabuntawa.A sa'i daya kuma, wasu kasashe sun bullo da matakan takaita shigo da kayayyakin fasahar daukar hoto na kasar Sin, saboda muradun kansu, lamarin da ke da wani tasiri ga fitar da kayayyakin da kasar Sin ke fitarwa zuwa kasashen waje.
daga: Kamfanonin kasar Sin sun hada sabon makamashi.
Lokacin aikawa: Mayu-12-2023