ʻO nā hale hana e ʻeha nei i ka uila grid i hoʻokaʻawale ʻia e hiki ke kōkua i ka hoʻoulu ʻana i ka ulu ʻana ma ka pūnaewelenā ʻōnaehana solar, a me nā neʻe hou e kauoha ai i ka hoʻoponopono hou ʻana o PV ma nā hale e kū nei hiki ke hoʻokiʻekiʻe i ka mākeke, e like me ka wehewehe ʻana o ka mea loiloi ʻo Frank Haugwitz.

Ua nui nā hana i hana ʻia e nā luna Kina e hoʻokō ai i ka hōʻemi ʻana i ka hoʻokuʻu ʻana, ʻo kahi hopena koke o ia mau kulekele, ʻo ia ka loaʻa ʻana o ka PV solar i hoʻokaʻawale ʻia i mea nui, no ka mea hiki i nā hale hana ke hoʻopau, ma kahi, i kā lākou mana i hana ʻia ma kahi kūloko, kahi mea i ʻoi aku ka maʻalahi ma mua o ka mana i hoʻolako ʻia e ka grid - ʻoiai i nā hola o ke koi nui. I kēia manawa, ʻo ka awelika o ka manawa uku o kahi ʻōnaehana hale kalepa a me nā ʻoihana (C&I) ma Kina ma kahi o 5-6 mau makahiki. Eia kekahi, ʻo ka hoʻolaha ʻana o ka solar rooftop e kōkua i ka hōʻemi ʻana i nā kapuaʻi kalapona o nā mea hana a me ko lākou hilinaʻi ʻana i ka mana lanahu.

I ka hopena o ʻAukake, ua ʻāpono ka National Energy Administration (NEA) o Kina i kahi papahana hoʻāʻo hou i hoʻolālā kūikawā ʻia e hoʻolaha i ka hoʻolaha ʻana o ka PV solar i hoʻolaha ʻia. No laila, i ka hopena o 2023, pono nā hale e kū nei e hoʻokomo i kahiʻōnaehana PV o luna o ka hale.

Ma lalo o ke kauoha, e koi ʻia kahi pakeneka liʻiliʻi o nā hale e hoʻokomoPV lā, me nā koi penei: nā hale aupuni (ʻaʻole emi ma mua o 50%); nā hale lehulehu (40%); nā waiwai kalepa (30%); a me nā hale kuaʻāina (20%), ma 676 mau kalana, e koi ʻia e loaʻa kahiʻōnaehana hale lāKe manaʻo nei he 200-250 MW no kēlā me kēia kalana, ʻo ka nui o ke koi e loaʻa mai ana mai kēia papahana wale nō ma waena o 130 a me 170 GW ma ka hopena o 2023.

Nānā i ka wā kokoke

Me ka nānā ʻole i ka hopena o nā kulekele kalapona pālua a me ka kaohi pālua, i nā pule ʻewalu i hala iho nei, ua piʻi aʻe nā kumukūʻai polysilicon - a hiki i ka RMB270/kg ($41.95).

I nā mahina i hala iho nei, i ka neʻe ʻana mai kahi kūlana paʻa a i kahi kūlana nele i ka lako, ua alakaʻi ka pilikia o ka lako polysilicon i nā ʻoihana e kū nei a me nā ʻoihana hou e hoʻolaha ana i ko lākou manaʻo e kūkulu i nā mana hana polysilicon hou a i ʻole e hoʻohui i nā hale hana e kū nei. Wahi a nā kuhi hou loa, inā e hoʻokō ʻia nā papahana poly 18 i hoʻolālā ʻia i kēia manawa, hiki ke hoʻohui ʻia he 3 miliona tone o ka hana polysilicon makahiki ma 2025-2026.

Eia nō naʻe, i ka wā pōkole, manaʻo ʻia e noho kiʻekiʻe nā kumukūʻai polysilicon, ma muli o ka palena o ka lako hou e hiki mai ana ma ka pūnaewele i nā mahina ʻelua e hiki mai ana, a ma muli o ka neʻe nui ʻana o ke koi mai 2021 a i ka makahiki aʻe. I nā pule i hala iho nei, ua ʻae nā panalāʻau he nui i nā pipeline papahana solar pālua-helu-gigawatt, ʻo ka hapa nui loa i hoʻolālā ʻia e hoʻopili ʻia i ka grid ma Dekemaba i ka makahiki aʻe.

I kēia pule, i ka wā o kahi hālāwai kūkā nūhou kūhelu, ua hoʻolaha nā ʻelele o ka NEA o Kina, ma waena o Ianuali a me Kepakemapa, ua hoʻokomo ʻia he 22 GW o ka mana hana PV solar hou, e hōʻike ana i ka piʻi ʻana o 16%, i kēlā me kēia makahiki. Ma ka noʻonoʻo ʻana i nā hoʻomohala hou loa, ua manaʻo ka Asia Europe Clean Energy (Solar) Advisory i ka makahiki 2021 hiki i ka mākeke ke ulu ma waena o 4% a me 13%, i kēlā me kēia makahiki - 50-55 GW - no laila ke hele nei ma luna o ka māka 300 GW.

ʻO Frank Haugwitz ke alakaʻi o ka Asia Europe Clean Energy (Solar) Advisory.