Okwangoku, akukho quotation ingabonakalisa inqanaba lexabiso eliqhelekileyo leiphaneli yelangas. Xa umahluko ixabiso abatyali-mali ezinkulu 'centralized zokuthenga ukusuka 1.5xRMB/watt ukuya phantse kwi-1.8RMB/ watt, ixabiso eliqhelekileyo kwimboni ye-photovoltaic nayo iyatshintsha nangaliphi na ixesha.
Kutshanje, iingcali ze-pv ziye zafunda ukuba nangona uninzi lweengcaphuno zokuthengwa kwempahla ephakathi kwiimodyuli ze-photovoltaic zisagcinwa kwi-1.65RMB/watt okanye malunga ne-1.7RMB/watt, kwixabiso langempela, iinkampani ezininzi zotyalo-mali ziya kusebenzisa imijikelo emininzi yeengxoxo zexabiso kunye neemodyuli. Abavelisi baphinda babonisane ngamaxabiso. Iingcali ze-PV zifunde ukuba umenzi othile wemodyuli yenqanaba lokuqala unexabiso lentengiselwano ye-1.6RMB/watt, ngelixa abanye abavelisi bemodyuli yesibini kunye neyesithathu banokunikezela ngexabiso eliphantsi le-1.5XRMB/watt.
Ukusukela ekupheleni kuka-2022, icandelo lemodyuli liya kungena kwinqanaba lokhuphiswano lwamaxabiso. Nangona ixabiso lepolysilicon liqhubekile limile okanye linyuke kancinci emva koMnyhadala waseNtwasahlobo, ayikakwazi ukutshintsha ukuhla kwexabiso lekhonkco leshishini. Ukususela ngoko, ukhuphiswano lwamaxabiso kwiikhonkco ezahlukeneyo luqalile.
Kwelinye icala, kunokubonwa ekuvulweni kweebhidi ezinkulu zokuthengwa kwempahla ephakathi kulo nyaka ukuba inani leenkampani zecandelo liye landa kakhulu, kwaye ezinye iinkampani ezibhidayo ziye zafikelela kwiinkampani ezingama-50, kwaye kuye kwavela izinto ezininzi ezintsha. , rhoqo ukuphumelela iiodolo ezivela kumashishini aphakathi kunye namaqhinga amaxabiso aphantsi; kwelinye icala Kwelinye icala, ubukhulu becandelo lemodyuli bahlulwe kakhulu. Ukusuka kwimodyuli ye-2022 yokuthunyelwa kwemodyuli ekhutshwe yi-Infolink kwiintsuku ezimbalwa ezidlulileyo, kunokubonwa ukuba ukuthunyelwa kweemodyuli ze-TOP4 abavelisi zikude kakhulu, zonke zidlula i-40GW. Nangona kunjalo, ngokunyuka kwabangenayo abatsha, ukuthunyelwa kweemodyuli Uxinzelelo lubuye lubonakale ngakumbi. Kwimeko yokubonelela ngomthamo owaneleyo wemveliso, ukhuphiswano kwicandelo lecandelo lubonakaliswa ngakumbi kwixabiso, elikwangunobangela osisiseko “wesiphithiphithi” sangoku kwiikowuteshini zeshishini.
Ngokwengxelo evela kushishino, “Ikowuteshini zangoku kufuneka ziqwalaselwe ngokubanzi ngokusekwe kwindawo yeprojekthi, inkqubela phambili yeprojekthi, kunye nemeko yokugqitywa kweprojekthi yangaphambili yenkokeli yeprojekthi. Kwaneekowuteshini ezinikwe yinkampani enye kwiiprojekthi ezahlukeneyo azifani. Amashishini kunye namashishini Umahluko wocaphulo phakathi kwabo wahluke ngakumbi. Amaxabiso aphezulu ikakhulu ukugcina ingeniso efanelekileyo, ngelixa iikowuteshini ezisezantsi ziyeyona ndlela iphambili yokuba ezinye iinkampani zibambe iiodolo. Ukuba kukho naluphi na utshintsho kwikhonkco lokubonelela, isicwangciso esiqhelekileyo esamkelwe ziinkampani kukucothisa Umjikelo wokubonelela uyalibaziseka de kuncitshiswe ixabiso elinyukayo ngaphambi kokunikezelwa. "
Enyanisweni, umahluko wamaxabiso wamacandelo nawo unokujongwa kwintengo ephakathi yamashishini aphakathi. Ukusukela kwikota yokuqala, i-State Power Investment Corporation, i-Huaneng, i-Huadian, i-China National Nuclear Corporation, i-China Energy Conservation kunye namanye amashishini karhulumente agqibe ngokulandelelana ngaphezu kwe-78GW yomsebenzi wemodyuli yokubhida. Ukujonga kwikowuteshini eyonke yamashishini ebhidi, ixabiso lemodyuli lijikeleze i-1.7+RMB/watt Yehla kancinci ukuya kwi-1.65 yangokuRMB / watt okanye njalo.
Nangona ixabiso libonisa ukuhla, umahluko wamaxabiso phakathi kwamaxabiso aphezulu naphantsi oshishino uye wehla ukusuka malunga ne-0.3RMB/watt ukuya malunga ne-0.12RMB/watt, kwaye emva koko inyukele kwi-0.25 yangokuRMB/watt. Umzekelo, kutshanje, ixabiso lokuvula imodyuli ye-Xinhua Hydro ye-4GW, elona xabiso liphantsi laliyi-1.55.RMB/watt, kwaye ixabiso eliphezulu lifikelele kwi-1.77RMB/watt, kunye nomahluko wexabiso ongaphezulu kweesenti ezingama-20. Umkhwa uyahambelana namaxabiso eemodyuli ze-PetroChina ze-8GW kunye neemodyuli ze-CECEP ze-2GW.
Xa sijonga kwiikowuteshini zizonke kulo nyaka, iinkampani eziyintloko zecandelo zixhomekeke kwiinzuzo zazo zophawu ukuze zibonelele ngeekowuteshini ezithe kratya, ezigcinwe ngaphezulu kwe-avareji yamaxabiso eebhidi kumashishini aphakathi. Ukuze kuthathwe ii-odolo, iinkampani zecandelo lesibini kunye nelesithathu zithatha ithuba lokuhla kwamaxabiso oshishino, kwaye iikowuteshini zamacandelo ziphezulu kakhulu. Radical, iikowuteshini ezisezantsi kuwo onke amashishini angundoqo zivela kwiinkampani zecandelo lesibini nelesithathu. Ngokukodwa njengoko inani leenkampani zecandelo liqhubeka likhula, i-phenomenon ye-chaos "yexabiso" iye yacaca ngakumbi. Umzekelo, iChina Power Construction's 26GW ibhidi yecandelo, kunye neenkampani ezithatha inxaxheba eziphantse zibe ngama-50, inomahluko wexabiso ongaphezulu kwe-0.35RMB/watt.
Xa kuthelekiswa nesikhululo samandla esiphantsi, ixabiso kwimarike ye-photovoltaic esasazwayo liphezulu kancinane. Abanye abasasazo baxelele iinkampani ze-photovoltaic ukuba ixabiso langoku lokuthengwa kwenkampani yecandelo lentloko lifikelele ngaphezu kwe-1.7RMB/ watt, ngelixa ixabiso langaphambili lokuphunyezwa lalimalunga ne-1.65RMB/watt , ukuba awukwazi ukwamkela ukunyuka kwexabiso lamacandelo, kufuneka ulinde kude kube ngoMeyi ukuphumeza ngexabiso le-1.65RMB/watt.
Enyanisweni, imboni ye-photovoltaic ifumene ukudideka kwiicatshulwa zecandelo ngexesha lokuhla kwamaxabiso amashishini. Ekuqaleni kuka-2020, njengoko ixabiso lezinto ze-silicon liqhubeka nokuhla, ukubhida kwamashishini aphakathi kwaqhubeka ukuqala kwikota yokuqala. Ngelo xesha, ikowuti ephantsi kwishishini ifikelele kwi-1.45RMB/watt, ngelixa ixabiso eliphezulu lahlala malunga ne-1.6RMB/watt. Ngaphantsi kwemeko yangoku, iinkampani zecandelo lesibini kunye nelesithathu zifake uluhlu lwamashishini aphakathi kunye namaxabiso aphantsi.
I-melee yexabiso emva kokuqala komjikelo wangoku wokuthotywa kwamaxabiso kusaqalwa ziinkampani zenqanaba lesibini kunye nelesithathu. Iinkampani zecandelo eliyintloko zinenzuzo yophawu kwaye zinethemba lokwandisa ngokufanelekileyo umda wengeniso yecala lecandelo. Nangona ikowuti iphezulu kakhulu, ngenxa yentsebenziswano yangaphambili kunye namashishini karhulumente aphakathi, iimveliso ezihambelanayo zinokukhupha iinkxalabo zokuthembeka kwamashishini karhulumente aphakathi. Ukuze ukhuphisane kwii-odolo kwaye ucuthe kuluhlu olufutshane, iinkampani zenqanaba lesibini kunye nelesithathu nazo zingenise imarike ehambelanayo ngeekowuteshini eziphantsi. Abanye abatyali-mali bezikhululo zamandla bathi, “Umgangatho wamacandelo amashishini akwinqanaba lesibini nelesithathu kungafuneka ukuba uqinisekiswe yimarike, kodwa ireyithi yembuyekezo iyonke yotyalo-mali lwesikhululo samandla esekelwe kumaxabiso emveliso iphantse yafana.”
Umlo wesiphithiphithi samaxabiso ecandelo unxulumene ngokusondeleyo nomdlalo phakathi kwamashishini anyukayo nasezantsi. Kwi-Infolink'Ngokombono, ixabiso lezinto ze-silicon liza kugcina imeko ehlayo ixesha elide, kodwa ixabiso le-silicon wafers alizange likhululwe kakhulu ngenxa yengxaki yemveliso, kodwa lifikelele kwincopho yalo mjikelo wokuguquguquka kwexabiso, kwaye Ulungelelwaniso lwexabiso le-silicon wafers kunye ne-silicon wafers nalo kulindeleke ukuba lingenise umjikelo ophantsi. Ukudideka kwexesha elifutshane lamaxabiso emodyuli akuthinteli ukuthotyelwa kwexabiso eliqhelekileyo kunyaka wonke, kwaye oku kuya kuxhasa ngokufanelekileyo imfuno yofakelo olusezantsi lweefotovoltaics kulo nyaka.
Okucacileyo kukuba onke amacandelo oshishino asakhuphisana ngelungelo lokuthetha ngamaxabiso, nto leyo esesinye sezizathu zomahluko omkhulu wamaxabiso. Nangona kunjalo, ukuguquguquka okuqhubekayo kwamaxabiso ngaphandle kwamathandabuzo kuya kuzisa iingxaki kwintengo enkulu kunye nokubhida. Umngcipheko wobonelelo olulandelayo kufuneka uhlolwe ngokufanelekileyo.
Ixesha lokuposa: Apr-22-2023