Iyo yekumisikidza uye bhizinesi modhi yekuchengetedza simbamusimba remagetsi riri kuramba richijeka.Parizvino, nzira yekusimudzira yakanangana nemusika yekuchengetedza simba munzvimbo dzakasimukira seUnited States neEurope yakasimbiswa.Iko kuvandudzwa kwemasimba emagetsi mumisika iri kusimukira iri kuwedzerawo.Kukura-kukura kweiyo indasitiri yekuchengetedza simba Mamiriro acho akaibva, uye indasitiri yepasi rose yekuchengetedza simba ichaputika muna 2023.
Europe: Mwero wakaderera wekupinda, kugona kukuru kwekukura, uye kuchengetedza kwesimba kwasvika padanho idzva
Pasi pedambudziko resimba reEuropean, hupfumi hwepamusoro hweEuropean imba yekuchengetera zuva kwave kuzivikanwa nemusika, uye kudiwa kwekuchengeterwa kwezuva kwatanga kuputika.Residence magetsi mutengo contract mechanism.Muna 2023, mutengo wemagetsi wezvibvumirano zvichangobva kusaina uchakwira zvakanyanya.Ivhareji yemutengo wemagetsi ichave inopfuura 40 euros / MWh, kuwedzera kwe80-120% gore negore.Zvinotarisirwa kuenderera mberi nekuchengetedza mitengo yakakwirira mumakore anotevera 1-2, uye kudiwa kwakasimba kwekuchengetedza kwezuva kwakajeka.
Germany inoregedza imba photovoltaic VAT uye mutero wemari, uye mutemo wekuchengetedza weimba weItaly wakabviswa.Gwaro rakanaka rinoenderera mberi.Iyo yekuGermany imba yekuchengetedza mwero wekudzoka inogona kusvika 18.3%.Tichifunga nezve iyo subsidy payback nguva inogona kupfupikiswa kusvika kumakore 7-8.Iyo yakareba yakazvimiririra simba rekuita, mwero wekupinda kwekuchengetedza imba muEurope muna 2021 ingori 1.3%, kune nzvimbo yakakura yekukura, uye misika yeindasitiri, yekutengesa uye yakakura yekuchengetera iri kukura nekukurumidza.
Isu tinofungidzira kuti kudiwa kwesimba idzva rekuchengetedza simba muEurope muna 2023/2025 kuchave 30GWh/104GWh, kuwedzera kwe113% muna 2023, uye CAGR = 93.8% muna 2022-2025.
United States: Kukurudzirwa nemutemo weITC, kuputika kwakatanga
United States ndiyo yakakura kwazvo musika wekuchengetedza pasirese.Muna 2022Q1-3, iyo yakaiswa simba rekuchengetedza simba muUnited States yaive 3.57GW/10.67GWh, gore negore kuwedzera kwe102%/93%.
Kubva munaNovember, huwandu hwakanyoreswa hwasvika 22.5GW.Muna 2022, iyo itsva yakaiswa simba ye photovoltaics inononoka, asi simba rekuchengetedza rinoramba richichengetedza kukurumidza kukura.Muna 2023, photovoltaic yakaiswa simba ichavandudza, uye chiyero chekupinda chepamusoro-soro chekuchengetedza simba chicharamba chichiwedzera, chichitsigira kuenderera mberi kwekuputika kwesimba rekuchengetedza simba rakaiswa.
Kubatana pakati pevanopa magetsi muUnited States kwakashata, kuchengetedza kwesimba kune ukoshi hunoshanda kune mutemo, masevhisi ekuwedzera akavhurika zvizere, dhigirii rekushambadzira rakakwira, uye mutengo wemagetsi wePPA wakakwira uye mari yekuchengetedza iri pachena.Iyo ITC yemutero kiredhiti inowedzerwa kwemakore gumi uye chiyero chechikwereti chinowedzerwa kusvika 30% -70%.Kwenguva yekutanga, yakasununguka kuchengetedza simba inosanganiswa mune rubatsiro, iyo inokurudzira kuwedzera kukuru kwehuwandu hwekudzoka.
Isu tinofungidzira kuti kudiwa kwesimba idzva rekuchengetedza simba muUnited States muna 2023/2025 kuchave 36/111GWh zvichiteerana, kuwedzera kwegore negore kwe117% muna 2023, uye CAGR = 88.5% muna 2022-2025.
China: Kudiwa kwehuremu hwemitemo kuri kuwedzera nekukurumidza, uye musika we100 bhiriyoni yuan uri kutanga kubuda.
Iyo yepamba inosungirwa kugoverwa kwekuchengetedza inovimbisa kuwedzera kwesimba rekuchengetedza.Muna 2022Q1-3, iyo yakaiswa simba ndeye 0.93GW/1.91GWh, uye chikamu chekuchengetedza kukuru muchimiro chinodarika 93%.Zvinoenderana nehuwandu hwakazara, iyo yeruzhinji kubhidha kwekuchengetedza simba muna 2022 ichasvika 41.6GWh.Iyo yakagovaniswa simba rekuchengetedza modhi iri kukurumidza kupararira, uye muripo wesimba, musika wemagetsi nzvimbo, uye nguva yekugovana mutengo musiyano unoitwa zvishoma nezvishoma kuti uwedzere simba rekuchengetedza simba rekudzoka.
Isu tinofungidzira kuti kudiwa kwesimba idzva rekuchengetedza simba remukati muna 2023/2025 kuchave 33/118GWh zvichiteerana, kuwedzera kwegore negore kwe205% muna 2023, uye CAGR = 122.2% muna 2022-2025.
Tekinoroji nyowani senge sodium-ion mabhatiri, mvura inoyerera mabhatiri, photothermal simba rekuchengetedza, uye giravhiti rekuchengetedza simba riri kuitwa uye zvishoma nezvishoma rinosimbiswa pakupera kwebhidhi.Simbisa simba rekuchengetedza kuchengetedza manejimendi, uye zvishoma nezvishoma wedzera mwero wekupinda weyakanyanya-kudzvanywa cascade, mvura inotonhorera system, uye Pack yekudzivirira moto.Izvo zvinotumirwa zvemabhatiri ekuchengetedza simba zvakasiyaniswa zvakajeka, uye inverter makambani ane mukana wekupinda PCS.
Kutorwa pamwechete: misika mitatu mikuru muChina, United States neEurope yakaputika
Nekuda kwekubuda kweChina-US hombe yekuchengetera uye yekuEuropean imba yekuchengetedza, isu tinofanotaura kuti pasi rose simba rekuchengetedza simba richava 120/402GWh muna 2023/2025, kuwedzera kwe134% muna 2023, uye CAGR ye98.8% muna 2022. -2025.
Padivi rekupa, vatsva vanopinda muindasitiri yekuchengetera simba vabuda, uye chiteshi ndimambo.Chimiro chemasero ebhatiri chinenge chakanyanyisa.CATL inomira yekutanga munyika maererano nekutakura, uye kutumirwa kweBYD EVE Pine Energy kwakachengetedza kukurumidza kukura;magetsi ekuchengetedza inverters anotarisa pamatanho uye mhando masevhisi, uye kusangana kwechimiro kwakawedzera.Sunshine IGBT kukwanisa kuvimbisa kugovera kwakasimba muImba yakakura yekuchengetedza misika yakanyatso kutungamira, inverters yekuchengetedza imba inonakidzwa nekukura kwekukura, uye kutumirwa kwevatungamiri vekuchengetedza imba kwakawedzera kakawanda mumutsara.
Pasi pekukurumidza kushandurwa kwesimba, kuderedzwa kwemutengo we photovoltaic pasi magetsi zviteshi zvichaunza panhongonya yekuisa muna 2023, iyo ichakurumidza kuputika kwekuchengetedza kukuru muChina neUnited States;kuchengetwa kwemhuri kuchaputika muEurope muna 2022, uye icharamba ichiwedzera kaviri muna 2023. Kuchengetedzwa kwemhuri munzvimbo dziri kusimukira dzakadai seUnited States neSoutheast Asia Ichavawo chimiro chemazuva ose, uye kuchengetedza simba kuchaunza nguva yegoridhe yekuvandudza.
Nguva yekutumira: Jan-05-2023