Cov qauv hloov kho ntawm Tuam Tshoj lub photovoltaic module export kev lag luam
Thaum pib ntawm 2025, Tuam Tshoj lub photovoltaic module export kev lag luam usher hloov pauv. Cov ntaub ntawv kev lis kev cai qhia tau tias tag nrho cov module export ntim hauv kev lag luam tshiab, thiab cov khoom lag luam tshiab ntawm cov neeg Asmeskas lag luam tawm los ntawm 44% xyoo-nyob rau xyoo.
Nyob rau tib lub sijhawm, European kev lag luam raug cuam tshuam nrog cov cai se thiab muaj peev xwm sib zog hauv zos, thiab cov khoom xa tawm plummeted los ntawm 43.2% xyoo-nyob rau-xyoo. Kev sib koom ntawm cov kev lag luam tseem ceeb xws li Netherlands thiab Spain tsis kam, thaum lub sijhawm thov hauv Portugal, tim Nkij teb chaws thiab lwm lub teb chaws tau tawm tsam tus qauv. Qhov no "dej khov thiab hluav taws kub" qhia txog kev hloov kho kev ua haujlwm thiab cov tswv yim hloov ntawm Tuam Tshoj cov ntawv kev lag luam ntawm Tuam Tshoj cov saw hlau loj.
1. Kev lag luam European: Qhov kev hloov kom tob nyob rau hauv kev lag luam kev lag luam
Raws li kev ua lag luam ib txwm ua lag luam rau Tuam Tshoj lub photoRoltaic modules, European Union tau ntev nyob rau ntau dua 40% ntawm cov ntawv sib faib. Txawm li cas los xij, txij li 2024, European Union tau nrawm kev tiv thaiv kev tiv thaiv kev tsim khoom hauv zos los ntawm kev nce qib thiab ntxiv dag zog rau cov ntawv pov thawj ntawm cov pa roj carbon.
Cov ntaub ntawv qhia tau hais tias hauv 2024, Tuam Tshoj tus qauv xa tawm rau EU poob los ntawm 43,2% xyoo, thiab lwm lub teb chaws txo qis. Txawm li cas los xij, nws yog tsim nyog sau cov ntawv thov uas xav tau nyob rau sab qab teb European teb xws li Portugal thiab Tim Nkij teb chaws cov cai thiab kev xaiv Economic hauv qab lub zog.
Qhov no qhia tau hais tias Suav cov tuam txhab tau nrhiav cov tuam txhab tshiab hauv kev sib tw European los ntawm kev sib tw sib tw thiab ua kom muaj kev sib koom tes sib txawv.
2. Cov kev lag luam tawm tshiab: Diversified Layout Tso Tawm Kev Loj Hlob Peev Xwm
Ntsib nrog qhov tsis paub tseeb ntawm European thiab Asmeskas cov kev lag luam, Suav photovoltaic cov tuam txhab uas tawm los ntawm cov chaw ua haujlwm tawm los, Middle East, Latin America thiab Africa.
Hauv 2024, lub export ntim ntawm cov qauv ntawm cov neeg Asia hauv tebchaws Asian tau nce los ntawm 38.6% xyoo dhau los vim muaj kev hloov pauv tshiab; Txoj kev loj hlob ntawm kev ua lag luam African tau muaj tshwj xeeb tshaj plaws, nrog kev xa tawm hauv lub Ib Hlis Ntuj, thiab lwm lub tebchaws mus txuas ntxiv mus av.
Latin America yog koom rau ntawm Brazil, uas tau faib cov photovoltaic lag luam muaj kev pab muaj zog, thiab tau dhau los ua kev loj hlob Ncej rau Tuam Tshoj tus qauv export. Kev nce ntawm cov lag luam no tsis yog muab tso rau lub siab ntawm cov kev hloov pauv ntawm Suav teb cov photovoltaic los ntawm "ib qho kev vam khom" rau "ntau-ncej polar".
3. Technology thiab muab saw hlau: Tus yuam sij rau rhuav cov tuag
Tom qab kev ua lag luam hloov kho, thev naus laus zis ua kom zoo dua qub tau dhau los ua cov tub ntxhais tseem ceeb ntawm Suav photovoltaic cov tuam txhab. Xyoo 2024, n-hom modules account rau ntau dua 60% ntawm kev lag luam txawv teb chaws, thiab lawv cov hluav taws xob txawv teb chaws (lcoe) tau dhau los ua qhov kev lag luam "kom qhib cov kev lag luam tawm tshiab.
Nyob rau tib lub sijhawm, suav cov tuam txhab tau nrawm nrawm dua ntawm cov chaw tsim khoom nruab nrab, Middle East thiab lwm qhov chaw, uas tsis tsuas yog tau txais ze rau lub chaw ua lag luam davhlauinal. Piv txwv li, cov tuam txhab xws li ntev lub zog muaj zog thiab cov khoom lag luam hauv cov khoom sib txawv ntawm cov pob zeb ua khoom txawv txawv
4. Kev Lag Luam Zoo thiab Kev Sib Tw
Ntiaj teb no tau txhim kho kom qeeb qeeb thiab tawm kev lag luam nce
Cov tsev hais plaub tau hais tias yog lub chaw muaj peev xwm thoob ntiaj teb yuav muaj peev xwm}}}}}}}}}} tus nqi tau qeeb piv nrog tsib xyoos dhau los. Cov kev sib koom ntawm cov kev lag luam hauv Suav teb, Tebchaws Europe thiab Asmeskas tau poob rau 71.6%, nrog Tebchaws Asmeskas Tebchaws Asmeskas, Middle East thiab Africa pab rau kev loj hlob tseem ceeb. Tuam Tshoj qhov kev tsim muaj peev xwm tshiab yog cia siab tias yuav 215-255 gw, nrog cov phiaj xwm hauv nruab nrab tau nyiaj ntau dua 60%, thiab cov photicalsoltoltas tsis muaj zog vim daim phiaj kev txwv.
Kev lag luam saw "tsis txaus ntseeg" thiab thev naus laus zis tawm ntawm siab
Tuam Tshoj cov kev lag luam photovoltaic ntsej muag thoob plaws kev sib tw thiab kev sib tw tsis muaj zog. Lub xeev pawg sab laj tau tso tawm "Kev Rescaltive Qhov Kev Pom Zoo ntawm 'kev sib tw' kev sib tw thev naus laus zis thiab kev txhim kho sib txawv. Cov thev naus laus zis tshiab xws li Perovskite thiab HJT tau nrawm dua qhov kev hloov ntawm Perc. Cov thawj coj hauv kev lag luam sib xyaw ua ke lawv cov khoom siv hluav taws xob txawv teb chaws (cov khoom siv hluav taws xob nyob rau hauv 2024, ib xyoos nyob rau hauv 2024, ib xyoos nyob rau xyoo 13.7%).
5. Yav Tom Ntej Outlook
Kev lag luam hauv ntiaj teb no ntau qhov kev sib tw: kev sib tw txuas ntxiv ntawm cov kev sib tw tiv thaiv kev ua haujlwm hauv Tebchaws Europe, thiab cov kev sib tw ntawm kev sib tw ntawm kev lag luam sab hauv kev sib tw.
Nyob rau hauv teb, Suav photovoltaic uas yuav tsum tau txhawb kev sib koom tes ntxiv, thiab kev txhawb nqa photsas cov kev txhawb zog "rau" kev pabcuam txawv teb chaws "rau kev lag luam txawv teb chaws"
Tsis tas li ntawd, nrog kev tso tawm kev txuas ntxiv ntawm lub zog hauv "Ntiaj teb" cov qauv hauv tebchaws AREAM, thiab lwm yam kev ua qauv zoo li kev hloov pauv hauv nroog thiab ua tiav txoj kev loj hlob.