Cuam tshuam ntawm cov cai tftiff tshaj plaws ntawm Tuam Tshoj thiab Tebchaws Asmeskas ntawm kev lag luam photovoltaic hauv 2025
Qhov cuam tshuam ntawm cov cai SNID tshiab tshaj plaws ntawm Tuam Tshoj thiab Asmeskas kev hloov kho ntawm cov ntaub ntawv thiab kev hloov pauv ntau yam kom nrawm dua rau kev hloov kho thev naus laus zis thiab kev ua haujlwm thoob ntiaj teb.
1. Cov ntsiab lus tseem ceeb thiab luv luv cuam tshuam ntawm cov kev cai them nyiaj
Raws li kev cog lus theem hauv lub Tsib Hlis 2025, Tebchaws Asmeskas rau cov nyiaj se, khaws cia rau lub sijhawm 10% ntawm lub sijhawm 10% ntawm lub sijhawm 10% Txawm hais tias kev hloov kho no tau muab cov khoom xa tawm ncaj qha, suav photovoltiov cov khoom
Export rau Tebchaws Meskas tseem ntsib peb lub teeb meem:
Cov se cov se tau superbosed: Suav lub teb chaws tseem ceeb rau Tebchaws Meskas (18%), 30%) thiab ua kom tau cov nyiaj se rau hauv Tebchaws Meskas tau yuav luag tsis tau.
Tsawg cov khoom muaj peev xwm nyob rau hauv Southeast Asia: kev ua haujlwm zaum kawg ntawm lub Rau Hli 2, 2025. Cov se ntawm Suav teb (Nyab Laj Tsuas yog Hanwha Q cell hauv Malaysia Dais tus nqi se tsawg ntawm 14.64% rau kev koom tes nrog kev tshawb nrhiav. Qhov no ua rau cov tuam txhab Suav suav ua kom nrawm dua qhov hloov chaw Esxias sab qab teb chaws Asia
Kev Xav Tau Kev Lag Luam Hloov Kho: Tom qab kev hloov pauv cov khoom siv, tus nqi ntawm kev kho rau peb cov khoom siv tau poob qis, txhawb kev tsim tawm hauv lub sijhawm luv luv. Txawm li cas los xij, kev nthuav dav nrawm ntawm kev ua haujlwm tau ntau yam hauv Tebchaws Meskas uas tau dhau ntawm 3125) yuav txo qis kev vam khom rau kev khiav haujlwm ntev.
2. Kev cuam tshuam nrog thiab teb rau Suav photovoltaic qhauj
(1) Cov ntaub SN chan: muaj peev xwm tsiv teb tsaws chaw los ntawm cov Asia Movast Asia rau Middle East thiab Latin America
Muaj peev xwm kev cog lus nyob rau hauv Southeast Asia: Longi ntsuab lub zog lub Hoobkas hauv Nyab Laj Ntau Lawm, thiab Trina Hnub Ci Suav cov tuam txhab muaj peev xwm ua tiav nyob rau sab hnub tuaj Asia tau hloov pauv los ntawm cov qauv xa tawm rau cov xov tooj ntawm tes kom muaj qee qhov kev sib tw.
Sawv ntawm Middle East muaj peev xwm: Middle East tau dhau los ua lub chaw tshiab tshiab nrog cov nyiaj them qis (xws li Saudi Arabia thiab OLAnd kev ceev tus nqi) thiab kev txhawb nqa hauv txoj cai Longi tab tom tsim lub chaw ua si 10gw Nyob rau hauv thawj lub quarter ntawm 2025, Tuam Tshoj lub photo East surged 230% xyoo-nyob rau hauv ib lub xyoo, nrog rau saum peb lub khw tshiab.
Latin American Marking Dateening: Brazil ntawm kev teeb tsa muaj peev xwm tshaj 55gw hauv thawj lub quarter ntawm 2025, nrog faib hluav taws xob ua haujlwm rau 68%. Sanjing fais fab tau tsim muaj cov teeb meem tag nrho hauv Brazil, Sjour Hnub Ci Muaj Peev Xwm Hauv Mexico Ua Haujlwm Nrog cov tuam txhab hauv zos kom nthuav kev ua lag luam.
(2) Kev Sib Tw Technology: Siv cov txiaj ntsig zoo rau Heed Host cov nqi
BC roj teeb thiab HJT thev naus laus zis: WİNI's BC roj teeb ntau tau txais los txhawb cov kev cai ntawm BC cov khoom lag luam hauv kev ua lag luam BC. Vim tias cov nqi zog ua haujlwm siab, Asmeskas kev ua lag luam nyiam cov hluav taws xob siab. Lub zog loj ntawm HJT Cheebtsam yog 5% siab dua li ntawd ntawm Topcon, ua qhov tsom xam cov tuam txhab cov khoom xa tawm.
Cov thev naus laus zis thev naus laus zis: Lub Tsev Kawm Yunnan ib txwm tau ua tiav hauv kev ua teb ntawm txhua lub roj teeb. Suav cov tuam txhab tau tso rau cov khoom siv neeg Suav-Crystalline silicon stacked roj teeb cov kab hauv nruab nrab sab hnub tuaj, nrog lub hom phiaj ua tau zoo ntawm tshaj 28%.
(3) Kev Ua Raws Li Cov Nyiaj Txiag: teb rau cov ntaub ntawv tso tawm thiab cov khoom siv roj carbon
Cov keeb kwm digital: Suav cov tuam txhab hauv Cambodia Siv BlockChain cov ntaub ntawv tsis pub siv cov ntaub ntawv Suav teb, txhawm rau ua kev nres nkoj Suav thiab Asmeskas.
Kev tswj hwm cov pa roj carbon: EU cov tuam txhab ua lag luam hauv nruab nrab (CBAMIES
3. Kev cuam tshuam ntev ntawm Asmeskas kev ua lag luam
Domestic Peev Xwm Expansion thiab muab cov saw hlau ua yuam kev muaj zog (kwv yees li 60gw hauv 2025), tab sis cov khoom siv hauv zos txaus Tsav los ntawm Ira Act, cov khoom siv ntau lawm hauv Tebchaws Meskas tau nce qeeb, tab sis cov khoom sib txuam ntawm cov txheej txheem sib luag
Cov nqi nce siab cuam tshuam nrog cov hom phiaj kev teeb tsa: Cov nqi siv hluav taws xob uas muaj ntau ntxiv $ {}. 24 \/ w (3 zaug Qee cov haujlwm tau yuam kom ncua vim muaj nuj nqis siab, thiab lub peev xwm tshiab ntawm Asmeskas PV hauv thawj peb lub hlis ntawm 2025 poob los ntawm 12% thawm xyoo.
4. Kho cov toj roob hauv pes thoob ntiaj teb
Kev lag luam European sib npaug: EU dhau "Lis Xoom Industrial Action Attucation nyob rau hauv 2030 tshaj 40%, tab sis cov thev naus laus zis ntawm cov khoom lag luam suav hauv zos 70% {3}}%). Suav cov tuam txhab suav hauv Hungary thiab Tebchaws Yelemees (xws li Longi lub Hoobkas German) Ntxiv rau kev ua lag luam.
Lub nce kev lag luam tawm: Africa yog cia siab tias yuav muaj 23 leej ntawm kev sib cav sib ceg los ntawm tsoomfwv cov kev sib ceg tau nce ntxiv ntawm 4% mus rau 20%. Is Nrias teb txhawb nqa PV-surnaghar txoj kev npaj, nrog lub hom phiaj ntawm kev ntxiv 4026, tab sis ntxiv dag zog rau kev tsim khoom hauv cov chaw tsim khoom.
5. Yav Tom Ntej Zoo thiab Kev Sib Tw
Cov kev sib tw thev naus laus zis: BC Cov Roj Teeb, HJT, Perovskite thiab lwm cov thev naus laus zis yuav dhau los ua cov tuam txhab suav sib tsoo. Piv txwv li, Tongwei Co., Ltd. HJT roj teeb qhov nce mus txog 26,5%, uas tuaj yeem ua txhaum 40% ntawm cov nqi them rau tus nqi.
Cov Cheeb Tsam Muab cov khoom siv hluav taws xob sib xyaw ua ke tsim cov chaw tsim khoom ob lub ", sib sau ua ke tsim khoom"
Txoj cai tsis paub cai: 2025 kev xaiv tsa Asmeskas yuav ua rau txoj cai thim rov qab. Yog tias cov Republicans tuaj rau lub hwj chim, lawv yuav rov pib dua siab rau cov khoom them se; EU cov khoom siv power cariff yog tseem tsis muaj tseeb, thiab Suav cov tuam txhab yuav tsum tau txuas ntxiv ua kom pom txoj kev tswj hwm cov pa roj carbon monoxideually.