• ọkọlọtọ ọzọ

Isi ahịa atọ dị na China, United States na Europe na-agbawa, na nchekwa ike na-ebute oge kachasị mma.

The n'ọnọdu na azụmahịa nlereanya nkenchekwa ikena usoro ike na-aghọwanye nke ọma.Ka ọ dị ugbu a, usoro mmepe nke dabere na ahịa nke nchekwa ike na mpaghara mepere emepe dị ka United States na Europe eguzobewo n'ụzọ bụ isi.Ndozigharị nke sistemu ike na ahịa ndị na-apụta na-abawanye ngwa ngwa.Nnukwu mmepe nke ụlọ ọrụ nchekwa ike Ọnọdụ a tozuru oke, ụlọ ọrụ nchekwa nchekwa ike zuru ụwa ọnụ ga-agbawa na 2023.

Europe: Ọnụ ọgụgụ ntinye dị ala, ikike uto dị elu, na nchekwa ike eruola ọkwa ọhụrụ

N'okpuru nsogbu ike nke Europe, ọnụ ọgụgụ dị elu nke akụ na ụba nke ụlọ akụ nke Europe achọpụtala ahịa, na ọchịchọ maka nchekwa anyanwụ amalitela ịgbawa.Usoro nkwekọrịta ọnụahịa ọkụ eletrik obibi.N'afọ 2023, ọnụ ahịa ọkụ eletrik nke nkwekọrịta ndị mbinye aka ọhụrụ ga-ebili nke ukwuu.Ọnụ ego ọkụ eletrik ga-adị karịa 40 euro / MWh, mmụba nke 80-120% kwa afọ.A na-atụ anya na ọ ga-anọgide na-echekwa ọnụ ahịa dị elu n'ime afọ 1-2 na-esote, na ọchịchọ siri ike maka nchekwa anyanwụ doro anya.

Germany napụrụ VAT fotovoltaic ezinụlọ na ụtụ isi ego, na ewepụrụ amụma nkwado ego ụlọ nke Italy.Amụma dị mma na-aga n'ihu.Ọnụego nkwụghachi ego nke ụlọ German nwere ike iru 18.3%.N'ịtụle oge nkwụghachi ụgwọ enyemaka nwere ike belata ruo afọ 7-8.Usoro ume nnwere onwe ogologo oge, ọnụọgụ ntinye nke nchekwa ezinụlọ na Europe na 2021 bụ naanị 1.3%, enwere nnukwu ohere maka uto, yana ụlọ ọrụ mmepụta ihe, azụmahịa na nnukwu ahịa nchekwa na-eto ngwa ngwa.

Anyị na-eme atụmatụ na ọchịchọ maka ikike nchekwa ike ọhụrụ na Europe na 2023/2025 ga-abụ 30GWh/104GWh, mmụba nke 113% na 2023, yana CAGR=93.8% na 2022-2025.

United States: N'ịbụ onye amụma ITC gbara ume, ntiwapụ malitere

United States bụ nnukwu ahịa nchekwa nnukwu n'ụwa.Na 2022Q1-3, ikike arụnyere nke nchekwa ike na United States bụ 3.57GW/10.67GWh, mmụba otu afọ n'afọ nke 102%/93%.

Ka ọnwa Nọvemba, ikike edebanyere aha eruola 22.5GW.Na 2022, ikike arụnyere ọhụrụ nke fotovoltaics ga-ebelata, mana nchekwa ike ga-anọgide na-enwe ọganihu ngwa ngwa.Na 2023, fotovoltaic arụnyere ikike ga-akawanye mma, na ntinye ntinye nke nchekwa nchekwa ike ga-anọgide na-abawanye, na-akwado mgbawa na-aga n'ihu nke nchekwa nchekwa ike arụnyere ikike.

Nchikota n'etiti ndị na-enye ike na United States adịghị mma, nchekwa ike nwere uru bara uru maka iwu, ọrụ enyemaka na-emeghe nke ọma, ogo ahịa ahịa dị elu, na ọnụahịa ọkụ eletrik PPA dị elu na ego nchekwa ahụ doro anya.A na-agbatị kredit ụtụ isi nke ITC maka afọ 10 yana ọnụego kredit na-abawanye ruo 30%-70%.Maka oge mbụ, a na-etinye nchekwa nchekwa ike nke onwe ya na ntinye aka, nke na-akwalite mmụba dị ukwuu na ọnụego nloghachi.

Anyị na-eme atụmatụ na ọchịchọ maka ikike nchekwa ike ọhụrụ na United States na 2023/2025 ga-abụ 36/111GWh n'otu n'otu, mmụba otu afọ n'afọ nke 117% na 2023, na CAGR=88.5% na 2022-2025.

China: Achọ maka ibu ibu amụma na-abawanye ngwa ngwa, ahịa nke ijeri yuan 100 amalitela ịpụta

Oke nchekwa iwu nke ụlọ na-ekwe nkwa mmụba nke nchekwa ike.Na 2022Q1-3, ike arụnyere bụ 0.93GW / 1.91GWh, na oke nke nnukwu nchekwa na nhazi ahụ karịrị 93%.Dabere na ọnụ ọgụgụ zuru ezu, ntinye aka ọha maka nchekwa ike na 2022 ga-eru 41.6GWh.Ụdị nchekwa nchekwa ike nkekọrịtara na-agbasa ngwa ngwa, na nkwụghachi ụgwọ ikike, ahịa ntụpọ ike, na usoro dị iche iche ọnụ ahịa nkekọrịta oge na-eji nwayọọ nwayọọ na-emejuputa atumatu iji bulie ọnụego nchekwa ike nke nloghachi.

Anyị na-eche na ọchịchọ maka ikike nchekwa ike ụlọ ọhụrụ na 2023/2025 ga-abụ 33/118GWh n'otu n'otu, mmụba kwa afọ nke 205% na 2023, yana CAGR=122.2% na 2022-2025.

A na-emejuputa teknụzụ ọhụrụ dị ka batrị sodium-ion, batrị na-asọpụta mmiri mmiri, nchekwa ike photothermal, na nchekwa ike ike ndọda na-emejuputa ma jiri nwayọọ nwayọọ kwado na njedebe ntinye aka.Kwado njikwa nchekwa nchekwa ume ike, ma jiri nwayọọ nwayọọ na-abawanye ọnụego ntinye nke kascade nrụgide dị elu, sistemu mmiri jụrụ oyi, yana nchekwa nchekwa ọkụ.Mbupu nke batrị nchekwa ike dị iche iche nke ọma, ụlọ ọrụ inverter nwere uru na ịbanye PCS.

Ejikọtara ọnụ: nnukwu ahịa atọ dị na China, United States na Europe agbawala

N'ihi ntiwapụ nke nnukwu nchekwa China-US na nchekwa ụlọ Europe, anyị na-ebu amụma na ikike nchekwa ike zuru ụwa ọnụ ga-abụ 120/402GWh na 2023/2025, mmụba nke 134% na 2023, yana CAGR nke 98.8% na 2022 -2025.

N'akụkụ ọkọnọ, ndị ọhụrụ batara na ụlọ ọrụ nchekwa ike apụtala, na ọwa bụ eze.Nhazi nke sel batrị gbadoro anya.CATL nọ n'ọkwá mbụ n'ụwa n'ihe gbasara mbupu, na mbupu nke BYD EVE Pine Energy nọgidere na-eto ngwa ngwa;ndị inverters nchekwa ike na-elekwasị anya na ọwa na ọrụ ika, na ntinye nke nhazi ahụ abawanyela.Ike nke Sunshine IGBT na-ekwe nkwa ọkọnọ dị ike na nnukwu ahịa nchekwa na-akwụsi ike na ụzọ, ndị na-atụgharị nchekwa ụlọ na-enwe oke uto uto, na mbupu nke ndị isi nchekwa ezinụlọ amụbawo ọtụtụ ugboro n'usoro.

N'okpuru mgbanwe mgbanwe ike nke ngwa ngwa, mbelata ọnụ ahịa nke ọdụ ụgbọ ala fotovoltaic ga-ebute ọnụ ọgụgụ kachasị elu nke ntinye na 2023, nke ga-eme ka ntiwapụ nke nnukwu nchekwa na China na United States dịkwuo elu;nchekwa ezinụlọ ga-agbawa na Europe na 2022, ma ga-anọgide na-amụba na 2023. Nchekwa ụlọ na mpaghara ndị na-apụta dị ka United States na Ndịda Ebe Ọwụwa Anyanwụ Eshia Ọ ga-aghọkwa ihe na-emekarị, na nchekwa ike ga-ebute oge mmepe nke ọla edo.


Oge nzipu: Jan-05-2023