Hiki i nā hale hana e loaʻa ana i ka uila rationed grid ke kōkua i ka hoʻoulu ʻana i ka boom ma ka pūnaeweleʻōnaehana lā, a ʻo nā neʻe hou e kauoha i ka hoʻihoʻi ʻana o PV ma nā hale e kū nei hiki ke hāpai i ka mākeke, e like me ka wehewehe ʻana o Frank Haugwitz.

Ua nui nā ʻano hana i hana ʻia e nā luna Kina e hoʻokō i ka hoʻemi ʻana o ka hoʻokuʻu ʻana, ʻo ka hopena koke o ia mau kulekele ʻo ia ka mea nui o ka puʻu ʻana o ka solar PV, no ka mea hiki i nā hale hana ke hoʻopau, ma ka pūnaewele, ko lākou mana i hana ʻia ma ka wahi. ʻoi aku ka maʻalahi ma mua o ka mana i hoʻolako ʻia i ka grid - ʻoi aku ka nui o nā hola o ka koi kiʻekiʻe.I kēia manawa, ʻo ka awelika o ka uku hoʻihoʻi ʻana o kahi ʻōnaehana hale ʻoihana a me nā ʻoihana (C&I) ma Kina ma kahi o 5-6 mau makahiki.

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

Ma lalo o ke kauoha, e koi ʻia ka hapa liʻiliʻi o nā hale e hoʻokomolā PV, me nā koi penei: nā hale aupuni (ʻaʻole emi ma lalo o 50%);nā hale aupuni (40%);waiwai kalepa (30%);a me nā hale kuaʻāina (20%), ma waena o 676 kalana, e koi ʻia e loaʻa kahiʻōnaehana luna o ka lā.I ka manaʻo ʻana he 200-250 MW no kēlā me kēia kalana, ʻo ka nui o ka noi e loaʻa mai ana mai kēia papahana wale nō ma ke ʻano ma waena o 130 a me 170 GW ma ka hopena o 2023.

Manaʻo manawa kokoke

Ma waho aʻe o ka hopena o ke kalapona ʻelua a me nā kulekele mana ʻelua, i nā pule ʻewalu i hala aku nei ua piʻi nā kumukūʻai polysilicon - a hiki i ka RMB270/kg ($41.95).

I nā mahina i hala iho nei, ke hoʻololi nei mai kahi paʻa i kahi kūlana pōkole o ka lako, ua alakaʻi ka crunch supply polysilicon i nā hui hou a me nā hui 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.Wahi a nā kuhi hope loa, hāʻawi ʻia nā papahana poly 18 a pau i hoʻolālā ʻia i kēia manawa, hiki ke hoʻohui ʻia he 3 miliona tons o ka hana polysilicon makahiki e 2025-2026.

Eia nō naʻe, i ka wā kokoke, manaʻo ʻia nā kumukūʻai polysilicon e noho kiʻekiʻe, no ka hāʻawi ʻana i nā lako ʻē aʻe e hiki mai ana ma ka pūnaewele i nā mahina e hiki mai ana, a ma muli o ka neʻe nui o ka noi mai 2021 a i ka makahiki e hiki mai ana.I kēia mau pule i hala iho nei, ua ʻae nā panalāʻau he ʻelua-helu-gigawatt scale solar project pipelines, ʻo ka hapa nui i hoʻonohonoho ʻia e hoʻopili ʻia i ka grid ma ka lā ʻo Dekemaba o kēia makahiki.

I kēia pule, i ka wā o ka hālāwai kūkā nūhou, ua hoʻolaha nā ʻelele o ka NEA o Kina, ma waena o Ianuali a me Kepakemapa, ua hoʻokomo ʻia ʻo 22 GW o ka mana hou o ka PV solar, e hōʻike ana i ka piʻi ʻana o 16%, makahiki ma ka makahiki.I ka noʻonoʻo ʻana i nā mea hou loa, ua manaʻo ka Asia Europe Clean Energy (Solar) Advisory i ka makahiki 2021 hiki ke ulu ka mākeke ma waena o 4% a me 13%, makahiki ma ka makahiki - 50-55 GW - a laila e hele i ka hōʻailona 300 GW.

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