Tare da karuwar sabon makamashi na EU, ana buƙatar ninki biyu na samar da wutar lantarki a shekarar 2025, kuma an fara kashin farko na manyan ayyukan samar da wutar lantarki a kasar Sin.
A ranar 18 ga Mayu, Hukumar Tarayyar Turai ta sanar da wani shirin makamashi mai suna "RepowerEU", wanda ke shirin kawar da hankali kan dogaro da shigo da makamashi na Rasha tare da saka hannun jari na Euro biliyan 210 daga yanzu zuwa 2027. Photovoltaics a 2025 shine 320GW, kuma zai kai 600GW nan da 2030. Tun da na'urorin daukar hoto na Turai sun dogara da shigo da kayayyaki na kasar Sin, cibiyoyin bincike na cikin gida sun yi hasashen cewa sabon ikon da aka shigar a Turai a cikin 2022 ana sa ran zai wuce 40GW, karuwa a kowace shekara. fiye da kashi 54%, wanda hakan ya ƙara haɓaka masana'antar cikin gida.
Ba EU kadai ba, har ma da kasuwannin cikin gida na cikin ci gaba.Dangane da bayanan samar da wutar lantarki na kasa da kasa na Hukumar Kula da Makamashi ta Kasa a cikin kwata na farko, sabon karfin da aka shigar a cikin kwata na farko ya kasance 13.21GW, karuwar shekara a kusan sau 1.5.Kazalika, rukunin farko na manyan ayyukan samar da wutar lantarki na samar da wutar lantarki a kasar, an fara gine-gine daya bayan daya, wanda ya kara nuna irin rawar da ya taka a kasuwar.
A halin yanzu, hannun jari na ra'ayi na photovoltaic yana tashi don kwanaki da yawa a jere, kuma ma'anar sassan ya karu da kusan 11% a cikin kwanakin kasuwanci na 10 da suka gabata.Bisa kididdigar da aka samu daga Oriental Fortune Choice, tun daga ranar 27 ga Afrilu, manyan kudaden sun sayi hannun jari na ra'ayi na hoto 134, tare da jimlar sayan sama da yuan biliyan 15.9.Dangane da hannun jari na mutum ɗaya, LONGi Green Energy shine wanda aka fi so na manyan kuɗi.
Ƙara sabon kuzari kuma!EU na son ninka samar da wutar lantarki na photovoltaic
Karkashin tasirin rikicin Rasha da Ukraine, yankin na Turai na fatan rage dogaron da Rasha ke yi kan makamashin burbushin cikin sauri da kuma neman kafa tsarin makamashi mai zaman kansa da aminci.A ranar 18 ga Mayu, Hukumar Tarayyar Turai ta sanar da shirin makamashi mai suna "RepowerEU".A hankali tana shirin kawar da dogaro da makamashin da Rasha ke shigowa da shi tare da zuba jarin Yuro biliyan 210 daga yanzu zuwa shekarar 2027, inda za a yi amfani da Yuro biliyan 86 wajen gina makamashin da za a sabunta.Yuro biliyan 27 don kayan aikin makamashin hydrogen, Yuro biliyan 37 don samar da biomethane, da sauransu don canjin ingantaccen makamashi na grid.
Shirin zai kara yawan saka hannun jari a makamashin da ake iya sabuntawa kamar hasken rana da iska.Babban alamar anan shine haɓaka gabaɗayan manufa don sabunta makamashi a cikin 2030 daga 40% zuwa 45% bisa ga EU ta baya "Fit for 55" kunshin.Daga cikin su, maƙasudin shigar da ƙarfin photovoltaics a cikin 2025 shine 320GW, kuma zai kai 600GW nan da 2030. An tsara cewa nan da 2050, samar da wutar lantarki ta teku a cikin EU zai haɓaka sau goma.Bugu da kari, daftarin EU na REPower EU ya kuma ba da shawarar shigar da kayan aikin hasken rana don duk sabbin gine-gine, tare da karuwar 15TWh a karfin rufin PV a cikin 2022.
Babu shakka, EU ta sake ƙara buƙatar ɗaukar hoto da wutar lantarki ta teku.Bisa kididdigar da kamfanin PV-infolink ya bayar, an ce, a rubu'in farko na shekarar bana, yawan kayayyakin da kasar Sin ke fitarwa zuwa kasashen waje ya kai 37.2GW, wanda ya karu da kashi 112 cikin 100 a duk shekara, inda kayayyakin da kasashen Turai suka shigo da su kasar Sin suka kai 16.7GW a duk shekara. ya canza zuwa +145%.100% sauri.
Kididdiga ta nuna cewa darajar sarkar masana'antar daukar hoto ta kasata tana da kusan kashi 80% na duniya, kuma kashi 80% na na'urorin daukar hoto na Turai sun dogara da shigo da kaya.A wannan shekara, buƙatun ƙirar PV na ƙasata za a ƙara kuzari sosai.A karkashin yanayin rikicin tsaro na makamashi, shigo da kayayyaki na EU zai karɓi babban ƙima.
“A halin yanzu, tsarin samar da wutar lantarki a Turai ya yi kadan, kuma yawancin kayayyakin kamfanonin kasar Sin ne za su samar da su, wanda zai kara karfafa bukatar kayayyakin cikin gida.Haɗe tare da bayanan fitarwa, muna sa ran cewa sabon shigar da ƙarfin daukar hoto a Turai ana sa ran zai wuce 40GW a cikin 2022. , haɓaka fiye da 54% kowace shekara."Hua Pengwei, wani manazarci a CITIC Securities, ya yi imanin cewa, la'akari da matsalolin dabaru, gine-gine da kuma ma'aikata a Turai, sabuwar fasahar da aka sanya a Turai za ta ci gaba da samun ci gaba mai dorewa da sauri a cikin shekaru 10 masu zuwa, wanda kuma zai inganta sabon yanayin photovoltaic na duniya. shigarwa ya ci gaba da girma.
Kasuwar sabbin makamashin cikin gida ita ma tana kan ci gaba, tare da karuwa da sau 1.5 a cikin kwata na farko
Kasuwar ketare tana da zafi, haka nan kuma kasuwar cikin gida ta yi matukar tashi.Dangane da "Gina da Aiki na Photovoltaic Power Generation a cikin Farko na Farko na 2022" da Hukumar Kula da Makamashi ta Kasa ta fitar, sabon ikon da aka shigar na samar da wutar lantarki a duk fadin kasar a cikin kwata na farko ya kasance 13.21GW, karuwar kusan sau 1.5 a shekara- a shekara.Daga cikin su, tashar wutar lantarki ta ƙasa ta ƙara 4.34GW, da kuma rarraba photovoltaic 8.8GW.
A ranar 19 ga watan Mayu, Kamfanin Injiniya Hubei, wani reshen Kamfanin Gina Wutar Lantarki na kasar Sin, ya samu nasarar neman aikin kwangilar EPC na kashi na biyu na aikin samar da hasken hamada na Kubuqi mai karfin kilowatt miliyan 2 a sansanin Mengxi.Wannan aikin shine aikin sarrafa yashi mafi girma na hotovoltaic a kasar kuma daya daga cikin manyan ayyukan samar da wutar lantarki na farko a kasar don fara gini.
Kwanan baya, ma'aikatar kula da gidaje da raya birane da karkara ta kasar Sin ta ba da sanarwar kiyaye makamashi na shekaru biyar na "shekaru biyar" na 14, inda ta ba da shawarar cimma muradun shekarar 2025, kuma a karon farko ta gabatar da wani ma'auni na musamman.Adadin maye gurbin ya kai 8%.
Rahoton na Guorong Securities ya yi imanin cewa manufofin hotunan hoto na yanzu sun haɗa da inganta dukkanin gundumomi, manyan sansanonin, ayyukan da aka ba da tabbacin a cikin larduna daban-daban, da gina gine-ginen hotuna, da dai sauransu, kuma yiwuwar buƙatun gida na photovoltaics yana da karfi.
Bugu da kari, yana da kyau a san cewa, a kwanan baya ma'aikatar kudi ta fitar da lissafin karshe na kudaden da aka kashe a asusun gwamnati, wanda asusun gwamnatin tsakiya na shekarar 2022 ya kai Yuan biliyan 807.1, wanda ya karu da kusan yuan biliyan 400 idan aka kwatanta da shekarar 2021. A lokaci guda, Ma'aikatar Kudi ta kuma bayyana karara a cikin kasafin kudin 2022 cewa ya zama dole a inganta warware matsalar gibin kudade don tallafin samar da wutar lantarki.Idan za a iya magance matsalar tallafin a cikin ɗan gajeren lokaci, ana sa ran za a inganta ribar masu aiki sosai, kuma hakan na iya haifar da ci gaban sassan masana'antu baki ɗaya.
Lokacin aikawa: Mayu-20-2022