Okwangoku, akukho ntekithiweyo inokubonisa inqanaba lamaxabiso aphambiliIphaneli yelangas. Xa umahluko wamaxabiso wabatyali beentlawulo ezinkulu zabatyali-mali eziphakathi ukusuka kwi-1.5xRmb/ i-watt ukuya kuphantse 1.8Rmb/ I-Watt, ixabiso eliphambili lomzi-mveliso wefotovoltaic ukwatshintsha nangaliphi na ixesha.
Kutshanje, iingcali ze-PV zifundile ukuba nangona uninzi lweekowuteshini eziphakathi zokuthengwa kwePhotvoltaic zemodyuli zigcinwa kwi-1.65Rmb/ i-watt okanye malunga ne-1.7Rmb/ I-Watt, kwixabiso lokwenyani, uninzi lweenkampani zotyalo-mali ziya kusebenzisa imijikelezo emininzi yokuxoxisana nexabiso ngeemodyuli. Abavelisi bavuselela amaxabiso. Iingcali ze-PV zifundwe ukuba umenzi wemodyuli wokuqala we-tier tier uneepesenti zentengiselwano ye-1.6Rmb/ I-Watt, ngelixa abavelisi beemodyuli zesibini kunye neyesithathu banokuthi banikezele ngexabiso eliphantsi le-1.5xRmb/ i-watt.
Ukususela esiphelweni sika-2022, icandelo lemodyuli liya kungena kwinqanaba lokhuphiswano lwamaxabiso aphezulu. Nangona ixabiso le-polsililicon laqhubeka liqhubele phambili okanye lide lanyuka kancinane emva komthendeleko wentwasahlobo, asikwazi ukutshintsha imeko yexabiso lentenga lemizi-mveliso. Ukusukela ngoko, ukhuphiswano lwamaxabiso kwiikhonkwane ezahlukeneyo luqalile.
Kwelinye icala, linokubonwa ukusuka ekuvuleni kokuthengwa kwempahla enkulu kulo nyaka kulo nyaka ukuba inani leenkampani zecandelo lonyuke kakhulu, kwaye ezinye iinkampani ezibhiyozelayo ziye zavela . Kwelinye icala, ubukhulu becala lemodyuli lwahlulwe kakhulu. Ukususela kwi-2022 yemodyuli yokuhambisa imodyuli ekhutshwe yi-Infolink Kwiintsuku nje ezimbalwa ezidlulileyo, inokubonwa ukuba abavelisi beemodyuli ze-TOP4 baphambili, bonke abagqitha kwi-40gw. Nangona kunjalo, ukonyuka kwabangeneleli abatsha, ukuthunyelwa kwemodyuli kuya kuba ngakumbi kwaye kucacile kakhulu. Kwimeko yemveliso eyaneleyo yokuvelisa, olukhuphiswano kwicandelo lecandelo lubonakaliswa ngakumbi kwixabiso, elinobangela we "puos" zangoku kwizicatshulwa zeshishini.
Ngokwengxelo evela kushishino, "iikowuteshini zangoku kufuneka zigwetywe ngokusekwe kwindawo yeprojekthi, inkqubela phambili yeprojekthi, kunye nenqanaba lokugqitywa kweprojekthi yeNkokeli yeProjekthi. Nditsho neekowuteshini ezinikwe yinkampani enye yeeprojekthi ezahlukeneyo azifani. Amashishini kunye namashishini umahluko phakathi kwabo uyahlukile ngakumbi. Amaxabiso aphezulu kakhulu kukugcina inzuzo efanelekileyo, ngelixa iikowuteshini ezisezantsi zeyona ndlela iphambili kwezinye iinkampani zokuthatha ii-odolo. Ukuba kukho naluphi na utshintsho kwi-chain yonikezo, isicwangciso esiliqili samkelwe ziinkampani kukuthoba umjikelo wokuhambisa siyalibaziseka kude kufikeleleke kwixabiso eliphezulu.
Ngapha koko, umahluko wamaxabiso amaxabiso anokupheliswa kokuthengwa kwempahla ephakathi kwamashishini aphambili. Ukusukela kwikota yokuqala, iZiko loTyalo mali lamaXesha leSizwe, iHuaneng, Huaneng, Huaneng, China In China I-China yeSizwe ye-Nueclear, uLondolozo lweManzi e-China kunye namanye amashishini aphezulu agqitywe ngokulandelelana kwemodyuli. Ukugweba ukusuka kwikowuti ephakathi ngokubanzi yamashishini okubiza, ixabiso lemodyuli lijikeleze i-1.7+Rmb/ i-watt ngokuthe ngcembe yehle kwi-1.65Rmb / i-watt okanye njalo.
Nangona ixabiso libonisa imeko esezantsi, umahluko wamaxabiso phakathi kwamaxabiso aphezulu aphezulu amashishini anciphile ukusuka kwi-0.3Rmb/ i-watt ukuya malunga ne-0.12Rmb/ i-watt, kwaye emva koko nyuka uye kwi-0.25Rmb/ i-watt. Umzekelo, kutsha nje, i-xinuhua i-chardro ye-4GW ye-4GW Modd Rody Bid Ixabiso lokuvula, ixabiso eliphantsi yayingu-1.55Rmb/ i-watt, kwaye kwelona xabiso liphezulu lafikelela kwi-1.77Rmb/ i-watt, ngomahluko wamaxabiso ngaphezu kweesenti ezingama-20. Imeko ayihambelani namaxabiso eemodyuli ze-Petrochina ze-Petrochina kunye neemodyuli ze-cecepw 2gw.
Ukugweba kwiikowuteshini zonke kulo nyaka, iinkampani zentloko zentloko zixhomekeke kwizibonelelo zazo zentengiso zokubonelela ngeekoteyishini ezinesiseko, ezigcinwe ngaphezulu kwexabiso eliphakathi lamashishini amashishini. Ukuze ii-odolo ze-GRAB, iinkampani zenqanaba lesibini kunye neyesithathu zisebenzisa ithuba lokwehla kwamaxabiso ezishishini, kunye neekowuteshini zecandelo. Iikowuteshini eziphantsi, ezona ntengone ziphantsi zawo onke amashishini aphambili avela kwinkampani yesibini neyesibini. Ingakumbi njengoko iinkampani zecandelo ziyaqhubeka zikhula, i-phenomenon "yexabiso" liye laba lula. Umzekelo, icandelo le-China lamandla e-China le-China i-26GW ibhiyor, ineenkampani ezingama-50 ezithatha inxaxheba, zinomahluko wamaxabiso ongezelelweyo ngaphezulu kwe-0.35Rmb/ i-watt.
Xa kuthelekiswa nesikhululo soNqaku-Mandla, ixabiso kwimarike ye-fotovoltaic esasaziweyo iphezulu kancinane. Abanye abasasazi baxelele iiPhotovoltaic iinkampani ezithi zexabiso langoku lenkampani yenkampani ifikelele ngaphezulu kwe-1.7Rmb/ i-watt, ngelixa ixabiso langaphambili lokumiliselwa limalunga ne-1.65Rmb/ I-Watt, ukuba awukwazi ukwamkela ukunyuka kwamaxabiso, kuya kufuneka ulinde de kube sekukuphume kwixabiso le-1.65Rmb/ i-watt.
Ngapha koko, ishishini lefotovoltaic ifumene ukudideka kwikowuteshini yecandelo ngexesha lomjikelo wasezantsi wamaxabiso anemizi-mveliso. Ekuqaleni kuka-2020, njengoko amaxabiso e-silicon aqhubeka nokuhlela, ukubhida kwamashishini aphakathi aqhubeka nokuqala kwikota yokuqala. Ngelo xesha, eyona nto iphambili kwishishini efikelelweyo malunga ne-1.45Rmb/ i-watt, ngelixa ixabiso eliphezulu lihlala lijikeleze i-1.6Rmb/ i-watt. Ngaphantsi kwemeko yangoku, iinkampani zecandelo lesibini nezesibini ze-tier zingenise uluhlu lwamashishini aphambili ngamaxabiso aphantsi.
Ixabiso le-melee emva kokuqala komjikelo wangoku wokusika ixabiso isaqalwa ngenkampani yesibini neyesibini. Iinkampani zeCandelo leNtloko zinelungelo lohlobo kwaye linethemba lokwandisa inqaku lenzuzo yeli cala. Nangona ikowuti iphakamileyo, ngenxa yentsebenziswano yangaphambili kunye namashishini aphantsi korhulumente, iimveliso ezihambelana nazo zinokuphelisa inkxalabo yokuthembeka kwamashishini aphantsi korhulumente. Ukwenzela ukukhuphisana ii-odolo kwaye ucime kuluhlu olufutshane, iinkampani zesibini nezesibini kunye neyesibini nazo zibanjwa kwimakethi ehambelanayo kunye neekowuti ezisezantsi. Abanye abatyalikisi besikhululo soMbane besithi, "umgangatho wamashishini olwesibini nangesithathu kuya kufuneka aqinisekiswe yimarike, kodwa ireyithi yokubuyela kuyo iphela yotyalo-mali kwixabiso lemveliso esekwe ngokufanayo."
Idabi elixhunyiweyo lamaxabiso ecandelo lihambelana ngokusondeleyo nomdlalo phakathi kwamashishini aphezulu kunye namashishini ezantsi. Kwi-infolink'Jonga, ixabiso lezilwanyana zaseSilicon liya kuhlala lilondoloze ixesha elide ixesha elide, kodwa ixabiso le-silicon ye-siflon alizange likhululwe kakhulu ngenxa yengxaki yemveliso, kodwa Uhlengahlengiso lwexabiso le-silicon i-wafers nge-selicon ye-silicon ikwalindelekile ukuba ibhaliswe kumjikelo wehla. Ukudideka kwexesha elifutshane leeMeko zeModyuli alithinteli imeko-ntle yentengo yokuncitshiswa kwamaxabiso unyaka wonke, kwaye oku kuyakufumana inkxaso yemfuno yokufakelwa kweefoto kwalo nyaka.
Eyona nto icace gca ukuba onke amacandelo omzi-mveliso asakhuphisana nelungelo lokuthetha malunga namaxabiso, eso sesinye sezizathu zexabiso elikhulu. Nangona kunjalo, ukuguquguquka okuqhubekayo kwamaxabiso kuya kwenziwa ngokungathandabuzekiyo kuzisa iingxaki zokuthengwa kwempahla enkulu kunye nokubhida. Ingozi yokuhambisa ilandelayo kufuneka ihlolwe ngokufanelekileyo.
IXESHA LOKUQALA: APR-22-2023