Kugeza ubu, nta mahame arashobora kwerekana urwego rwibiciro nyamukuru byaIsaha y'izubas. Iyo itandukaniro ryibiciro byabashoramari bakomeye bashoramari bakomoka muri 1.5xRmb/ watt hafi 1.8Rmb/ watt, igiciro nyamukuru cyinganda za Photovoltaic nacyo gihinduka igihe icyo aricyo cyose.
Vuba aha, abahanga ba Pv bamenye ko nubwo benshi mumagambo menshi yo gushyiraho amasoko ya module ya PhotoVoltaic iracyakomeza kuri 1.65Rmb/ watt cyangwa hafi ya 1.7Rmb/ watt, mubiciro nyabyo, ibigo byinshi byishoramari bizakoresha imishyikirano myinshi yibiganiro byibiciro hamwe na module. Abakora ibiciro bitwara ibiciro. Abahanga mu by'impuguke za Pv bamenye ko uruganda runaka rwa Module ndetse rufite igiciro cyo gucuruza 1.6Rmb/ watt, mugihe ibya kabiri- hamwe nabatatu bya module module irashobora no gutanga igiciro gito cya 1.5xRmb/ watt.
Kuva mu mpera za 2022, igice cya module kizandika icyiciro cyamarushanwa akomeye. Nubwo igiciro cya Polysilikoni cyakomeje guhagarara cyangwa no kubyuka gato nyuma yumunsi wimpeshyi, ntibigishobora guhindura inzira yo hepfo, igiciro cyo hasi cyinganda. Kuva icyo gihe, amarushanwa yigiciro muburyo butandukanye bwatangiye.
Ku ruhande rumwe, birashobora kugaragara kuva gufungura amasoko nini yo hagati amasoko muri uyu mwaka ko amasosiyete y'ibigize igice yariyongereye cyane, kandi amasosiyete amwe apiganwa ageze ku masosiyete ibihumbi 50, kandi ibigo byinshi bishya byagaragaye , kenshi gutsinda amabwiriza kuva mu bigo bikomeye hamwe ningamba zo hasi; Ku rundi ruhande ku ruhande rumwe, ubunini bw'igice cya module gitandukanijwe cyane. Kuva ku rutonde rwo kohereza hafi 2022 rwasohotse na Infolink mu minsi mike ishize, birashobora kugaragara ko ibyoherejwe bya module ya mbere bya module biri imbere, byose birenga 40GW. Ariko, hamwe no kongera abinjira bashya, kohereza module umuvuduko nacyo uragenda cyane. Kubijyanye no gutanga ubushobozi buhagije, amarushanwa mubice bigaragarira cyane mugiciro, akaba ari intambara ya "akajagari" ubungubu.
Nk'uko ibitekerezo bivuye mu nganda, "Ibitabo bigomba kumvikana bishingiye ku bijyanye n'umushinga, iterambere ry'umushinga, ndetse n'imiterere yashize, ndetse n'umushinga washize wo kurangiza umushinga. Ndetse n'amagambo yatanzwe na sosiyete imwe kumishinga itandukanye ntabwo arimwe. Ibigo n'Inganda Itandukaniro rya Quote hagati yabo riratandukanye cyane. Ibiciro biri hejuru ahanini kugirango dukomeze inyungu zumvikana, mugihe amagambo make arinzira nyamukuru kumasosiyete amwe yo gufata amabwiriza. Niba hari impinduka mu ruhererekane rutanga isoko, ingamba rusange zemejwe n'amasosiyete ari ugudindiza ibiciro byo gutanga byatinze kugeza igihe igiciro cyo hejuru kigabanuka mbere yo gutanga. "
Mubyukuri, itandukaniro ryibiciro ryibigizemo uruhare nabyo birashobora kugaragara kumasoko yo hagati yibigo nkuru. Kuva igihembwe cya mbere, isosiyete ishoramari rya Leta, Huaneng, Huadian, Ubushinwa Isosiyete y'igihugu ndetse n'izindi mishinga ya Leta hamwe nizindi mishinga ya leta yashizeho nyuma yimirimo ya module. Gucira urubanza kuva muri rusange gutangazwa n'ibigo by'ipiganwa, igiciro cya module cyabaye hafi 1.7+Rmb/ watt buhoro buhoro yagabanutse kuri 4,65Rmb / watt cyangwa irenga.
Nubwo igiciro cyerekana icyerekezo cyo kumanuka, itandukaniro ryibiciro hagati yibiciro byinshi kandi bike byibigo byatindaga kuri 0.3Rmb/ watt kuri 0.12Rmb/ watt, hanyuma uzukire kurubu 0.25Rmb/ watt. Kurugero, vuba aha, handw hydro ya 4ghua module yo gufungura igiciro, igiciro cyo hasi cyari 1.55Rmb/ watt, kandi igiciro kinini cyageze kuri 1.77Rmb/ watt, hamwe nigiciro itandukaniro ryamafaranga arenga 20. Icyerekezo gihuye nibiciro bya module ya 8GW ya peteroli na cecep module ya 2GW.
Gucira mubyanditswe muri rusange muri uyu mwaka, ibigo bigize umutwe bishingiye ku nyungu zabo zo gutanga imirongo myinshi yo gutanga ibiciro byinshi, bikabitswe ahanini ibiciro by'ipigano by'ibiciro byo hagati. Kugirango amasosiyete ya kabiri- na gatatu-ya gatatu agize igabanuka ryigabanuka ryibiciro byinganda, kandi amagambo yibigize byombi ari hejuru. Radical, amagambo yo hasi yibigo byose byo hagati biva mubigo bya kabiri- hamwe na gatatu-tuyiri. Cyane cyane nkumubare wibigo bigize ibice bikomeje kwiyongera, ibintu bya "igiciro" byarushijeho kuba byinshi kandi biragaragara. Kurugero, gushinga amashanyarazi yubushinwaRmb/ watt.
Ugereranije na sitasiyo yubutaka, igiciro mumasoko ya PhotoVoltaic yakwirakwijwe gato. Abagabutse bamwe babwiye amasosiyete ya PhotoVoltaic ko ikiguzi cyo kugura kiriho cyikigo cyimitwe kigeze kirenga 1.7Rmb/ watt, mugihe igiciro cyambere cyo gushyira mubikorwa byari hafi 1.65Rmb/ watt, niba udashobora kwemera kongera ibikoresho byibigize, ugomba gutegereza kugeza igihe gishobora gukora ku giciro cya 1.65Rmb/ watt.
Mubyukuri, inganda za Photovoltaic zagize urujijo mubice byamagambo mugihe cyo kumanuka cyinganda zinganda. Mu ntangiriro za 2020, kuko igiciro cyibikoresho bya silicon byakomeje guta, gupiganira imishinga nyamukuru byakomeje gutangira mu gihembwe cya mbere. Muri kiriya gihe, amagambo yo hasi cyane mu nganda yageze kuri 1.45Rmb/ watt, mugihe igiciro kinini cyagumye hafi 1.6Rmb/ watt. Mu bihe biriho, amasosiyete ya kabiri- n'icya gatatu-gitugize mu bya gatatu yinjiye kurutonde rwibigo nkuru bifite ibiciro biri hasi.
Igiciro Melee nyuma yo gutangira kuzenguruka ibiciro biracyatangirwa nisosiyete ya kabiri- nicyatatu. Ibigo bigize umutwe bifite akamaro karanze kandi ibyiringiro byo kwagura inyungu zamafaranga yimpande. Nubwo amagambo ari hejuru, kubera ubufatanye bwabanje hamwe n'imishinga yo hagati ya Leta, ibicuruzwa bihuye birashobora gukuraho ibibazo byizewe by'imishinga yo hagati. Mu rwego rwo guhatanira gutegeka no gukanda mu rutonde rugufi, amasosiyete ya kabiri- n'icyatatu na gatatu yinjije mu isoko rihuye n'amagambo make. Abashoramari bamwe bashoramari bavuze bati: "Ubwiza bw'ibigo bya kabiri- n'icya gatatu byateganijwe birashobora kugenzurwa n'isoko, ariko ikigereranyo cya Leta rusange gishinzwe ishoramari ishingiye ku bicuruzwa biri hafi."
Intambara yubukanizi yibiciro bifitanye isano rya bugufi numukino uri hagati yinganda za Hejuru na Hasi. In infolink's kureba, igiciro cyibikoresho bya silicon bizakomeza gukomeza inzira ndende, ariko igiciro cya wafers cya silicon nticyigeze gikabije kubera ikibazo cyo gukora, ariko yageze ku mpinga yikipe yihindagurika, kandi Ihinduka ry'igiciro cya Newlicon hamwe na Wafers Silicon nanone biteganijwe ko wacumbika mu ruziga. Kwitiranya igihe gito kubiciro bya module ntibibuza icyerekezo rusange cyibiciro byumwaka wose, kandi ibi kandi bizashyigikira ibyifuzo byamato byatoranijwe muri uyu mwaka.
Ikigaragara ni uko imirenge yose yinganda iracyahatanira uburenganzira bwo kuvuga ibiciro, niyihe mpamvu mumpamvu zitandukaniro rinini. Nyamara, ihindagurika rihoraho ryibiciro ntizashobora kuzana ibibazo ku masoko nini-yo hagati yo hagati no gupiganira amasoko. Ibisubizo byakurikiyeho bigomba gusuzumwa neza.
Igihe cya nyuma: APR-22-2023