Ha ho pheletso ea phepelo ea letsatsi / ho se leka-lekane ha tlhoko

Mathata a phepelo ea matla a letsatsi a qalileng selemong se fetileng ka litheko tse phahameng le khaello ea polysilicon e ntse e tsoela pele ho fihlela 2022. Empa re se re ntse re bona phapang e kholo ho tsoa ho tse boletsoeng esale pele hore litheko li tla theoha butle-butle kotara ka 'ngoe selemong sena.Alan Tu oa PV Infolink o hlahloba boemo ba 'maraka oa letsatsi mme o fana ka leseli.

PV InfoLink e rera tlhokeho ea module ea PV ea lefats'e ea ho fihla ho 223 GW selemong sena, ka ponelopele e nang le tšepo ea 248 GW.Bokhoni bo kentsoeng bo lebelletsoe ho fihla ho 1 TW bofelong ba selemo.

China e ntse e laola tlhokahalo ea PV.Theko ea 80 GW e tsamaisoang ke leano e tla matlafatsa nts'etsopele ea 'maraka oa letsatsi.Boemong ba bobeli ke 'maraka oa Europe, o sebetsang ho potlakisa nts'etsopele ea lisebelisoa tse nchafalitsoeng ho itokolla khase ea tlhaho ea Russia.Europe e lebelletsoe ho bona 49 GW ea tlhoko ea module selemong sena.

Mmaraka oa boraro ho tse kholo, United States, e bone phepelo le tlhoko e fapaneng ho tloha selemong se fetileng.E sitisitsoe ke The Withhold Release Order (WRO), phepelo e sitoa ho fihlela tlhokahalo.Ho feta moo, phuputso e mabapi le bohanyetsi Asia Boroa-bochabela selemong sena e baka ho hloka botsitso ho eketsehileng phepelong ea lisele le module bakeng sa liodara tsa US mme e eketsa litheko tse tlase tsa ts'ebeliso Asia Boroa-bochabela har'a litlamorao tsa WRO.

Ka lebaka leo, phepelo ea 'maraka oa US e tla haelloa ke tlhokahalo ho pholletsa le selemo sena;tlhokeho ea module e tla lula ho 26 GW ea selemo se fetileng kapa ho feta.Limmaraka tse tharo tse kholo hammoho li tla kenya letsoho ho hoo e ka bang 70% ea tlhoko.

Tlhokahalo kotareng ea pele ea 2022 e lutse hoo e ka bang 50 GW, leha litheko li ntse li phahama.Chaena, merero e emisitsoeng selemong se fetileng e ile ea qala.Le hoja merero e thehiloeng fatše e ile ea chechisetsoa morao ka lebaka la litheko tse phahameng tsa li-module nakong e khutšoanyane, 'me tlhokahalo e tsoang ho merero ea moloko o arolelitsoeng e ile ea tsoela pele ka lebaka la kutlo e tlaase ea theko.Mebarakeng e kantle ho China, India e bone lethathamo le matla la thepa pele ho ts'ebetso ea mosebetsi oa mantlha oa moetlo (BCD) ka la 1 Mmesa, ka 4 GW ho isa ho 5 GW ea tlhokeho kotareng ea pele.Tlhokahalo e tsitsitseng e ile ea tsoela pele ho la US, athe Europe e bone tlhokahalo e matla ho feta e neng e lebelletsoe ka likopo tse matla tsa taelo le ho saena.Kamohelo ea 'maraka ea EU bakeng sa litheko tse phahameng le eona e eketsehile.

Ka kakaretso, tlhokeho kotareng ea bobeli e ka hlohlelletsoa ke tlhahiso e ajoang le merero e meng ea maemo a ts'ebeliso naheng ea China, athe lethathamo le matla la module la Europe le hohela nakong ea phetoho e potlakileng ea matla, le tlhokahalo e tsitsitseng e tsoang sebakeng sa Asia-Pacific.US le India, ka lehlakoreng le leng, li lebelletsoe ho bona tlhokeho e ntseng e fokotseha, ka tatellano ea lipatlisiso tse khahlanong le ho potoloha le litheko tse phahameng tsa BCD.Leha ho le joalo, tlhoko e tsoang libakeng tsohle hammoho e bokella 52 GW, e phahame hanyane ho feta kotareng ea pele.

Tlas'a maemo a hajoale a litheko, matla a netefalitsoeng a China a tla tsamaisa thepa ho tsoa mererong ea sekala sa ts'ebetso kotareng ea boraro le ea bone, ha merero ea tlhahiso e ajoang e ntse e tsoela pele.Khahlanong le semelo sena, 'maraka oa China o tla tsoelapele ho sebelisa li-module tse ngata.

Tebello ea 'maraka oa Amerika e tla lula e le sephiri ho fihlela liphetho tsa lipatlisiso tse khahlanong le ho kheloha li senoloa mafelong a Phato.Europe e ntse e tsoela pele ho bona tlhoko ea maemo a holimo, ho se na linako tsa selemo tse phahameng kapa tse tlase ho pholletsa le selemo.

Ka kakaretso, tlhoko ea halofo ea bobeli ea selemo e tla feta halofo ea pele.PV Infolink e bolela esale pele keketseho ea butle-butle ha nako e ntse e feta, e fihla tlhōrōng karolong ea bone.

Khaello ea polysilicon

Joalokaha ho bontšitsoe setšoantšong (ka ho le letšehali), phepelo ea polysilicon e ntlafetse ho tloha selemong se fetileng mme e ka 'na ea finyella tlhokahalo ea basebelisi ba ho qetela.Leha ho le joalo, InfoLink e bolela esale pele hore phepelo ea polysilicon e tla lula e le khutšoanyane ka lebaka la lintlha tse latelang: Taba ea pele, ho tla nka likhoeli tse ka bang tse tšeletseng hore mela e mecha ea tlhahiso e fihle boemong bo feletseng, ho bolelang hore tlhahiso e lekanyelitsoe.Taba ea bobeli, nako e nkuoang bakeng sa bokhoni bo bocha ba ho tla inthaneteng e fapana ho bahlahisi, 'me matla a hola butle nakong ea kotara ea pele le ea bobeli, ebe e eketseha haholo kotareng ea boraro le ea bone.Qetellong, leha e ntse e tsoela pele ho hlahisa polysilicon, ho tsoha hape ha Covid-19 Chaena ho sitisitse phepelo, ho e siea e sa khone ho fihlela tlhoko e tsoang karolong ea wafer, e nang le matla a maholo.

Lisebelisoa tse tala le mekhoa ea theko ea BOM e etsa qeto ea hore na litheko tsa module li tla lula li ntse li phahama.Joalo ka polysilicon, ho bonahala eka palo ea tlhahiso ea likaroloana tsa EVA e ka khotsofatsa tlhoko e tsoang lekaleng la module selemong sena, empa tlhokomelo ea lisebelisoa le seoa sena li tla lebisa kamanong e sa leka-lekaneng ea tlhokahalo ea phepelo nakong e khuts'oane.

Litheko tsa ketane ea phepelo li lebelletsoe ho lula li phahame 'me li ke ke tsa theoha ho fihlela qetellong ea selemo, ha matla a macha a tlhahiso ea polysilicon a tla inthaneteng ka botlalo.Selemong se tlang, ka tšepo ketane eohle ea phepelo e ka hlaphoheloa boemong bo botle, e lumella baetsi ba li-module ba hateletsoeng nako e telele le barekisi ba sistimi hore ba heme haholo.Ka bomalimabe, ho beha tekano lipakeng tsa litheko tse phahameng le tlhoko e matla e ntse e tsoela pele ho ba taba ea bohlokoa eo ho buisanoang ka eona ho pholletsa le 2022.

Mabapi le mongoli

Alan Tu ke mothusi oa lipatlisiso PV InfoLink.O tsepamisitse maikutlo ho maano a naha le tlhahlobo ea tlhokahalo, a ts'ehetsa pokello ea lintlha tsa PV bakeng sa kotara e 'ngoe le e' ngoe le ho etsa lipatlisiso tsa tlhahlobo ea 'maraka oa libaka.O boetse o kenya letsoho lipatlisisong tsa litheko le bokhoni ba tlhahiso karolong ea lisele, ho tlaleha tlhahisoleseding ea nnete ea 'maraka.PV InfoLink ke mofani oa bohlale ba 'maraka oa letsatsi oa PV bo shebaneng le phepelo ea PV.Khamphani e fana ka mantsoe a qotsitsoeng a nepahetseng, temohisiso e tšepahalang ea 'maraka oa PV, le polokelong ea litaba ea lefats'e ea phepelo / tlhoko ea PV.E boetse e fana ka likeletso tsa litsebi ho thusa lik'hamphani ho lula pele ho tlholisano 'marakeng.


Nako ea poso: May-05-2022

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