Kugeza ubu, nta magambo yatanzwe ashobora kwerekana urwego nyamukuru rwibiciro byaimirasire y'izubas.Iyo itandukaniro ryibiciro byabashoramari nini bashora amasoko hagati ya 1.5xAmafaranga/ watt kugeza kuri 1.8Amafaranga/ watt, igiciro nyamukuru cyinganda zifotora nazo zirahinduka mugihe icyo aricyo cyose.
Vuba aha, impuguke za pv zamenye ko nubwo ibyinshi mubisobanuro byatanzwe mu gutanga amasoko ya moderi ya fotovoltaque bigikomeza kuri 1.65Amafaranga/ watt cyangwa hafi ya 1.7Amafaranga/ watt, mubiciro nyabyo, ibigo byinshi byishoramari bizakoresha ibyiciro byinshi byimishyikirano hamwe na module.Ababikora bongeye kuganira ibiciro.Impuguke za PV zamenye ko uruganda runaka rwo mu cyiciro cya mbere ndetse rukaba rufite igiciro cya 1.6Amafaranga/ watt, mugihe bamwe bakora icyiciro cya kabiri nicyiciro cya gatatu module barashobora no gutanga igiciro gito cya 1.5XAmafaranga/ watt.
Kuva mu mpera za 2022, igice cya module kizinjira murwego rwo guhatanira ibiciro bikomeye.Nubwo igiciro cya polysilicon cyakomeje guhagarara cyangwa ndetse kikazamuka gato nyuma yiminsi mikuru yimpeshyi, ntishobora guhindura uburyo bwo kugabanuka kwibiciro byurwego rwinganda.Kuva icyo gihe, irushanwa ryibiciro mumirongo itandukanye ryatangiye.
Ku ruhande rumwe, birashobora kugaragara kuva hafunguwe amasoko manini manini yo gutanga amasoko muri uyu mwaka ko umubare wibigo bigize ibice byiyongereye ku buryo bugaragara, kandi amasosiyete amwe n'amwe yapiganwa yageze ku masosiyete agera kuri 50, kandi hagaragaye ibicuruzwa byinshi bishya bigize ibice. , gutsindira kenshi ibicuruzwa biva mubigo bikuru bifite ingamba zihenze;kurundi ruhande Ku ruhande rumwe, ubunini bwigice cya module buratandukanye cyane.Uhereye ku rutonde rwoherejwe na module 2022 rwashyizwe ahagaragara na Infolink muminsi mike ishize, urashobora kubona ko ibyoherejwe nabakora modul ya TOP4 biri imbere cyane, byose birenga 40GW.Ariko, hamwe no kwiyongera kwabinjira bashya, kohereza modules Umuvuduko nawo uragenda ugaragara.Ku bijyanye no gutanga umusaruro uhagije wo gutanga umusaruro, irushanwa mu bice bigize ibice rigaragarira cyane ku giciro, ari nacyo ntandaro y’akajagari kariho muri iki gihe.
Dukurikije ibitekerezo byatanzwe n'inganda, “Ibivugwa muri iki gihe bigomba gusuzumwa mu buryo bwuzuye hashingiwe aho umushinga uherereye, aho umushinga ugeze, ndetse n'imiterere yarangiye y'umuyobozi w'umushinga.Ndetse amagambo yatanzwe nisosiyete imwe kumishinga itandukanye ntabwo arimwe.Ibigo ninganda Itandukaniro ryamagambo hagati yabo riratandukanye cyane.Ibiciro biri hejuru cyane cyane kugirango bigumane inyungu zifatika, mugihe amagambo make aribwo buryo nyamukuru ibigo bimwe bifata ibicuruzwa.Niba hari impinduka zabaye mu rwego rwo gutanga amasoko, ingamba rusange zafashwe n’amasosiyete ni ukugabanya umuvuduko w’ibicuruzwa bitinda kugeza igihe igiciro cyo hejuru cyagabanutse mbere yo gutanga. ”
Mubyukuri, itandukaniro ryibiciro byibigize naryo rishobora kugaragara uhereye kumasoko yibanze yibigo bikuru.Kuva mu gihembwe cya mbere, ikigo cya Leta gishinzwe ishoramari ry’amashanyarazi, Huaneng, Huadian, Ikigo cy’igihugu gishinzwe ingufu za kirimbuzi mu Bushinwa, kubungabunga ingufu z’Ubushinwa n’ibindi bigo bya Leta byarangije imirimo irenga 78GW yo gutanga amasoko.Urebye muri rusange impuzandengo yatanzwe yinganda zipiganwa, igiciro cya module cyabaye 1.7+Amafaranga/ watt Buhoro buhoro yamanutse kuri 1.65Amafaranga / watt cyangwa nibindi.
Nubwo igiciro cyerekana inzira igabanuka, itandukaniro ryibiciro hagati yibiciro biri hejuru kandi biri hasi yinganda byagabanutse kuva kuri 0.3.Amafaranga/ watt kugeza kuri 0.12Amafaranga/ watt, hanyuma ikazamuka kuri 0.25Amafaranga/ watt.Kurugero, vuba aha, Xinhua Hydro ya 4GW module yo gufungura isoko, igiciro cyo hasi cyari 1.55Amafaranga/ watt, kandi igiciro cyo hejuru cyageze kuri 1.77Amafaranga/ watt, hamwe nigiciro gitandukanye kirenze 20.Icyerekezo kirasa nigiciro cyibiciro bya 8GW ya PetroChina hamwe na 2GW ya CECEP.
Dufatiye ku magambo yatanzwe muri uyu mwaka, ibigo bigize ibice byishingikiriza ku nyungu zabyo kugira ngo bitange ibiciro biri hejuru, bikaba ahanini bishyirwa hejuru y’ibiciro by’ibiciro by’ibigo bikuru.Kugirango ufate ibicuruzwa, ibigo bya kabiri nicyiciro cya gatatu byamasosiyete yunguka igabanuka ryibiciro byinganda, kandi ibivugwa mubice biri hejuru cyane.Birakabije, amagambo yo hasi yibigo byose bikuru biva mubigo bya kabiri nicyiciro cya gatatu.Cyane cyane ko umubare wibigo bigize ibice bikomeje kwiyongera, ibintu by’akajagari k '“igiciro” byagaragaye cyane.Kurugero, Ubushinwa Power Construction 26GW itanga isoko, hamwe namasosiyete agera kuri 50 yitabiriye, ifite itandukaniro ryibiciro birenga 0.35Amafaranga/ watt.
Ugereranije na sitasiyo yamashanyarazi, igiciro mumasoko yagabanijwe ya fotovoltaque kiri hejuru gato.Bamwe mu bakwirakwiza ibicuruzwa babwiye ibigo bifotora ko igiciro cyo kugura isosiyete ikora ibice bigeze kuri 1.7Amafaranga/ watt, mugihe igiciro cyambere cyo gushyira mubikorwa cyari 1.65Amafaranga/ watt, niba udashobora kwemera kongera ibiciro byibigize, ugomba gutegereza kugeza Gicurasi kugirango ukore ku giciro cya 1.65Amafaranga/ watt.
Mubyukuri, inganda zifotora zahuye n’urujijo mu magambo yatanzwe mu gihe cyo kugabanuka kw'ibiciro by'inganda.Mu ntangiriro za 2020, kubera ko igiciro cy’ibikoresho bya silikoni cyakomeje kugabanuka, amasoko y’inganda nkuru yakomeje gutangira mu gihembwe cya mbere.Muri kiriya gihe, amagambo yo hasi cyane mu nganda yageze kuri 1.45Amafaranga/ watt, mugihe igiciro cyo hejuru cyagumye hafi 1.6Amafaranga/ watt.Muri iki gihe, ibigo bigize icyiciro cya kabiri nicyiciro cya gatatu byinjiye kurutonde rwibigo bikuru bifite ibiciro biri hasi.
Igiciro melee nyuma yo gutangira icyiciro cyubu cyo kugabanya ibiciro iracyatangizwa namasosiyete yo mucyiciro cya kabiri n'icya gatatu.Isosiyete ikora ibice bifite inyungu ziranga kandi twizeye kwagura byimazeyo inyungu yinyungu kuruhande.Nubwo amagambo yatanzwe ari menshi, kubera ubufatanye bwabanje n’ibigo bya leta bikuru, ibicuruzwa bijyanye nabyo birashobora gukuraho impungenge zizewe z’ibigo bya leta bikuru.Kugirango duhatane gutumiza no kunyunyuza kurutonde rugufi, amasosiyete yo mu cyiciro cya kabiri n'icya gatatu nayo yatangije isoko rijyanye n'amagambo make.Bamwe mu bashoramari b'amashanyarazi bagize bati: “Ubwiza bw'ibigize inganda zo mu cyiciro cya kabiri n'icya gatatu birashobora kugenzurwa n'isoko, ariko igipimo rusange cyo kugaruka kw'ishoramari rya sitasiyo ishingiye ku biciro by'ibicuruzwa ni kimwe.”
Intambara y'akajagari y'ibiciro bigize ibice bifitanye isano rya bugufi n'umukino uri hagati yinganda zo hejuru.Muri Infolink's Reba, igiciro cyibikoresho bya silicon bizakomeza kugabanuka kumanuka mugihe kirekire, ariko igiciro cya waferi ya silicon nticyigeze kigabanuka cyane kubera ikibazo cyumusaruro, ariko kigeze kumpera yiki cyiciro cyihindagurika ryibiciro, kandi Guhindura igiciro cya wafer ya silicon hamwe na silicon wafers nayo biteganijwe ko izatangira inzinguzingo.Urujijo rwigihe gito rwibiciro bya module ntirubangamira muri rusange igabanuka ryibiciro byumwaka wose, kandi ibi bizanashyigikira byimazeyo ibyifuzo byo kwishyiriraho ibiciro byamafoto yumwaka.
Ikigaragara ni uko inzego zose zinganda zikomeje guhatanira uburenganzira bwo kuvuga ibiciro, iyi ikaba ari imwe mu mpamvu zitandukanya ibiciro byinshi.Ariko, ihindagurika ryibiciro bikomeje nta gushidikanya ko rizana ibibazo ku masoko manini yo mu masoko hamwe no gupiganira amasoko.Ingaruka zitangwa nyuma zigomba gusuzumwa neza.
Igihe cyo kohereza: Apr-22-2023