Nrog rau EU qhov kev nce hauv lub zog tshiab, nws yuav tsum tau ua ob npaug ntawm kev tsim hluav taws xob photovoltaic hauv xyoo 2025, thiab thawj cov khoom siv hluav taws xob loj hauv hluav taws xob photovoltaic hauv Suav teb tau pib.
Thaum Lub Tsib Hlis 18, European Commission tshaj tawm txoj kev npaj hluav taws xob hu ua "RepowerEU", uas npaj yuav maj mam tshem tawm ntawm nws txoj kev vam khom rau Lavxias teb sab zog ntshuam nrog tag nrho cov peev ntawm 210 billion euros txij tam sim no mus rau 2027. Ntawm lawv, lub hom phiaj txhim kho lub peev xwm ntawm photovoltaic nyob rau hauv 2025 yog 320GW, thiab nws yuav ncav cuag 600GW los ntawm 2030. Txij li thaum European photovoltaic modules cia siab rau Suav imports, domestic tsom xam kwv yees hais tias lub tshiab ntsia photovoltaic muaj peev xwm nyob rau hauv cov teb chaws Europe nyob rau hauv 2022 yuav tsum tshaj 40GW, ib xyoo-rau-xyoo nce. ntawm ntau dua 54%, yog li txuas ntxiv tsav tsheb hauv kev lag luam nrawm nrawm.
Tsis tsuas yog EU, tab sis kuj lub lag luam hauv tsev yog nyob rau hauv tag nrho viav vias.Raws li lub teb chaws cov ntaub ntawv tsim hluav taws xob photovoltaic ntawm National Energy Administration nyob rau hauv thawj peb lub hlis twg, lub peev xwm tshiab tsim nyob rau hauv thawj peb lub hlis twg yog 13.21GW, ib xyoo-rau-xyoo nce ze li ntawm 1.5 npaug.Tsis tas li ntawd, thawj pawg ntawm cov loj-scale cua fais fab photovoltaic puag tej yaam num nyob rau hauv lub teb chaws tau pib tsim ib tug tom qab lwm, uas tau ntxiv qhia nws lub luag hauj lwm nyob rau hauv tsav lub lag luam.
Tam sim no, photovoltaic tswvyim stocks tau nce rau ob peb hnub sib law liag, thiab cov sector Performance index tau nce los ntawm ze li ntawm 11% nyob rau hauv 10 hnub ua lag luam dhau los.Raws li cov ntaub ntawv los ntawm Oriental Fortune Choice, txij li thaum rov qab los rau lub Plaub Hlis 27, cov nyiaj tseem ceeb tau yuav 134 photovoltaic tswvyim stocks, nrog rau tag nrho cov kev yuav khoom ntawm ntau tshaj 15.9 billion yuan.Hais txog tus kheej cov khoom lag luam, LONGi Green Energy yog qhov nyiam ntawm cov nyiaj tseem ceeb.
Ntxiv zog tshiab dua!EU xav kom ob npaug photovoltaic tsim hluav taws xob
Raws li kev cuam tshuam ntawm Lavxias-Ukrainian kev tsis sib haum xeeb, thaj av nyob sab Europe vam tias yuav txo Russia sai sai rau kev vam khom lub zog fossil thiab nrhiav kev tsim kom muaj kev ywj pheej thiab ruaj ntseg zog.Thaum Lub Tsib Hlis 18, European Commission tshaj tawm txoj kev npaj lub zog hu ua "RepowerEU".Nws npaj yuav maj mam tshem tawm ntawm nws txoj kev vam khom rau Russia lub zog ntshuam nrog tag nrho cov peev ntawm 210 billion euros txij li tam sim no mus rau 2027, ntawm 86 billion euros yuav raug siv los tsim lub zog tauj dua tshiab.27 billion euros rau cov khoom siv hluav taws xob hydrogen, 37 billion euros rau biomethane ntau lawm, thiab lwm yam rau kev siv hluav taws xob hloov pauv ntawm daim phiaj.
Txoj kev npaj yuav ua rau muaj kev nqis peev ntau ntxiv rau lub zog tauj dua tshiab xws li hnub ci thiab cua zog.Qhov taw qhia tseem ceeb ntawm no yog txhawm rau txhim kho tag nrho lub hom phiaj rau lub zog tauj dua tshiab hauv 2030 los ntawm 40% mus rau 45% raws li EU yav dhau los "Zoo rau 55" pob.Ntawm lawv, lub hom phiaj teeb tsa lub peev xwm ntawm photovoltaics hauv 2025 yog 320GW, thiab nws yuav ncav cuag 600GW los ntawm 2030. Nws tau npaj tseg tias los ntawm 2050, lub zog hluav taws xob sab nrauv hauv EU yuav nce kaum npaug.Tsis tas li ntawd, EU tsab cai REPower EU txoj kev npaj tseem tau tshaj tawm rau kev teeb tsa lub hnub ci ntsa iab rau txhua lub tsev tshiab, nrog rau 15TWh nce hauv ru tsev PV peev hauv 2022.
Pom tseeb, EU tau nce qhov kev thov rau photovoltaic thiab offshore cua zog dua.Raws li PV-infolink cov ntaub ntawv, nyob rau hauv thawj peb lub hlis twg ntawm lub xyoo no, Tuam Tshoj tus module xa tawm mus txog 37.2GW, ib xyoo-rau-xyoo nce ntawm 112%, ntawm cov European ntshuam ntawm Suav khoom mus txog 16.7GW, ib xyoo-rau-xyoo. nce 145%.100% sai dua.
Kev txheeb cais qhia tau hais tias tus nqi ntawm kuv lub teb chaws lub photovoltaic kev lag luam saw nyiaj rau kwv yees li 80% ntawm lub ntiaj teb no, thiab 80% ntawm European photovoltaic modules cia siab rau imports.Xyoo no, kuv lub teb chaws PV module xa tawm xav tau yuav txhawb nqa zoo heev.Raws li qhov xwm txheej ntawm kev ruaj ntseg hluav taws xob, EU module imports yuav txais tus nqi siab dua.
"Tam sim no, lub peev xwm layout ntawm photovoltaic manufacturing nyob teb chaws Europe yog me me, thiab feem ntau ntawm cov khoom yuav muab los ntawm Suav tuam txhab uas muag, uas yuav ntxiv dag zog rau qhov kev thov rau domestic khoom.Ua ke nrog cov ntaub ntawv xa tawm, peb cia siab tias qhov kev tsim kho tshiab photovoltaic muaj peev xwm hauv Tebchaws Europe yuav tsum tshaj 40GW hauv 2022. , nce ntau dua 54% xyoo-rau-xyoo. "Hua Pengwei, tus kws tshuaj ntsuam ntawm CITIC Securities, ntseeg tias xav txog kev txwv ntawm kev thauj mus los, kev tsim kho thiab cov neeg ua haujlwm hauv Tebchaws Europe, lub peev xwm photovoltaic tshiab nyob rau hauv Tebchaws Europe yuav tswj kom muaj kev txhawb nqa thiab kev loj hlob sai hauv 10 xyoo tom ntej, uas tseem yuav txhawb nqa lub ntiaj teb tshiab photovoltaic. kev txhim kho txuas ntxiv mus.
Kev lag luam tshiab hluav taws xob hauv tsev kuj tseem nyob rau hauv tag nrho viav vias, nrog nce ntawm 1.5 npaug hauv thawj peb lub hlis twg
Kev ua lag luam txawv teb chaws yog kub, thiab kev lag luam hauv teb chaws kuj nyob rau hauv tag nrho viav vias.Raws li "Kev Tsim Kho thiab Kev Siv Hluav Taws Xob Hluav Taws Xob Hluav Taws Xob Hluav Taws Xob Hluav Taws Xob Hauv Lub Peb Hlis 2022" tso tawm los ntawm National Energy Administration, lub peev xwm tshiab tsim hluav taws xob hluav taws xob photovoltaic thoob teb chaws hauv thawj peb lub hlis twg yog 13.21GW, nce ze li 1.5 npaug ntawm xyoo- nyob rau xyoo.Ntawm lawv, qhov chaw nres tsheb hauv av tau ntxiv 4.34GW, thiab cov khoom siv hluav taws xob faib 8.8GW.
Thaum Lub Tsib Hlis 19, Hubei Engineering Company, ib lub tuam txhab tsim hluav taws xob tsim hluav taws xob ntawm Tuam Tshoj, tau yeej qhov kev sib tw rau EPC kev cog lus dav dav ntawm qhov kev sib tw thib ob ntawm Kubuqi 2 lab kilowatt photovoltaic desertification base project hauv Mengxi Base.Qhov project no yog qhov loj tshaj plaws photovoltaic xuab zeb tswj qhov project nyob rau hauv lub teb chaws thiab ib tug ntawm cov thawj loj-scale cua fais fab photovoltaic puag tej yaam num nyob rau hauv lub teb chaws pib tsim.
Tsis ntev los no, Ministry of Housing and Urban-Rural Development of the People's Republic of China tau tshaj tawm "14th Tsib Xyoo" Daim Ntawv Ceeb Toom Txog Kev Tiv Thaiv Hluav Taws Xob thiab Kev Txhim Kho Lub Tsev Ntsuab, tshaj tawm lub hom phiaj xyoo 2025, thiab thawj zaug tshaj tawm qhov tshwj xeeb.Qhov hloov pauv tau nce mus txog 8%.
Daim ntawv tshaj tawm ntawm Guorong Securities ntseeg hais tias tam sim no photovoltaic txoj cai suav nrog kev txhawb nqa ntawm tag nrho lub nroog, cov hauv paus loj, cov haujlwm tau lees paub hauv ntau lub xeev, thiab lub tsev photovoltaics, thiab lwm yam, thiab cov peev txheej hauv tsev xav tau photovoltaics muaj zog.
Tsis tas li ntawd, nws tsim nyog sau cia tias Ministry of Finance tsis ntev los no tau tshaj tawm cov nyiaj kawg ntawm tsoomfwv cov kev siv nyiaj txiag, ntawm qhov tseem ceeb ntawm tsoomfwv cov peev nyiaj siv nyiaj xyoo 2022 yog 807.1 billion yuan, nce txog li 400 billion yuan piv nrog xyoo 2021. Tib lub sijhawm, Lub Tsev Haujlwm Saib Xyuas Nyiaj Txiag kuj tau hais meej meej hauv 2022 pob nyiaj siv tias nws yog qhov tsim nyog los txhawb txoj kev daws teeb meem ntawm cov nyiaj sib txawv rau kev txhawb nqa hluav taws xob txuas ntxiv mus.Yog tias qhov teeb meem nyiaj pab tuaj yeem daws tau hauv lub sijhawm luv luv, cov txiaj ntsig ntawm cov neeg ua haujlwm yuav tsum tau ua kom zoo dua qub, thiab nws tseem tuaj yeem tsav txoj kev loj hlob ntawm tag nrho cov kev lag luam saw.
Post lub sij hawm: May-20-2022