Nekuwedzera kweEU musimba idzva, inodiwa kuwedzera kaviri kugadzirwa kwemagetsi ephotovoltaic muna 2025, uye yekutanga batch yehukuru-hukuru hwemhepo magetsi photovoltaic base mapurojekiti muChina akatangwa.
Musi waMay 18, European Commission yakazivisa chirongwa chesimba chinonzi "RepowerEU", iyo inoronga kubvisa zvishoma nezvishoma kuvimba kwayo neRussia simba rinotengeswa nekutengesa kwemari ye210 mabhiriyoni kubva ikozvino kusvika ku2027. Pakati pavo, chinangwa chakaiswa simba re photovoltaics mu2025 ndeye 320GW, uye ichasvika 600GW ne 2030. Sezvo European photovoltaic modules inovimba neChina kunze kwenyika, masangano ekuongorora edzimba anofanotaura kuti ichangobva kuiswa photovoltaic simba muEurope muna 2022 inotarisirwa kudarika 40GW, kuwedzera kwegore negore. yeanopfuura 54%, nekudaro ichienderera mberi kutyaira Indasitiri yepamba ikawedzera kukura.
Kwete EU chete, asiwo musika wepamba uri kuzara.Zvinoenderana nerudzi rwenyika photovoltaic simba rekugadzira data reNational Energy Administration mukota yekutanga, iyo ichangobva kuisirwa chiyero mukota yekutanga yaive 13.21GW, gore negore kuwedzera kwekanosvika ka1,5.Uye zvakare, iyo yekutanga batch yehukuru-hukuru hwemhepo simba photovoltaic base mapurojekiti munyika akatanga kuvaka imwe mushure meimwe, iyo yakawedzera kuratidza basa rayo mukufambisa musika.
Parizvino, photovoltaic concept stocks yave ichikwira kwemazuva akati wandei akateedzana, uye index index yakakwira neinenge 11% mumazuva gumi apfuura.Zvinoenderana nedata kubva kuOriental Fortune Sarudzo, kubva pakudzokazve muna Kubvumbi 27, mari huru yakatenga 134 photovoltaic concept stocks, nekutenga kwese kwese kweanopfuura bhiriyoni 15,9 yuan.Panyaya yemasheya ega ega, LONGi Green Energy ndiyo inofarira mari huru.
Wedzera simba idzva zvakare!EU inoda kuwedzera kaviri photovoltaic simba rekugadzira
Pasi pesimba rekunetsana kweRussia-Ukrainian, dunhu reEurope rinotarisira kukurumidza kudzikisa kutsamira kweRussia pane fossil simba uye kutsvaga kumisikidza yakazvimirira uye yakachengeteka simba system.Musi waMay 18, European Commission yakazivisa chirongwa chesimba chinonzi "RepowerEU".Inoronga kubvisa zvishoma nezvishoma kutsamira kwayo pakutemerwa kwesimba reRussia nekudyara kwakazara kwe210 bhiriyoni euros kubva zvino kusvika 2027, iyo 86 bhiriyoni euros ichashandiswa kuvaka simba rinogoneka.27 bhiriyoni maeuro ehydrogen magetsi emidziyo, 37 bhiriyoni maeuro ekugadzirwa kwebiomethane, uye mamwe ekugadzirisa simba kwegedhi.
Urongwa uhwu huchawedzera zvakanyanya mari musimba rinodzokororwa senge solar nemhepo simba.Chiratidzo chepakati apa ndechekuwedzera chinangwa chese chesimba rinowanikwazve muna 2030 kubva pa40% kusvika 45% maererano neEU yapfuura "Fit for 55" package.Pakati pavo, chinangwa chakaiswa simba re photovoltaics muna 2025 ndeye 320GW, uye ichasvika 600GW ne 2030. Zvakarongwa kuti pakazosvika 2050, kugadzirwa kwemhepo yemhepo yekunze muEU kuchawedzera kagumi.Pamusoro pezvo, iyo EU's dhizaini REPower EU chirongwa inokurudzirawo kuisa pamusoro pedenga resolar kuisirwa kune zvese zvivakwa zvitsva, nekuwedzera 15TWh padenga rePV kugona muna 2022.
Zviripachena, EU yakawedzera kudiwa kwe photovoltaic uye offshore simba remhepo zvakare.Zvinoenderana nePV-infolink data, mukota yekutanga yegore rino, China module inotengeswa kunze yakasvika 37.2GW, gore-pa-gore kuwedzera kwe112%, iyo yeEuropean kunze kwenyika zvigadzirwa zveChinese yakasvika 16.7GW, gore negore. wakawedzera 145%.100% nekukurumidza.
Nhamba dzinoratidza kuti kukosha kwenyika yangu photovoltaic industry chain accounts inenge 80% yenyika, uye 80% yeEuropean photovoltaic modules inovimba nekutengesa kunze kwenyika.Gore rino, nyika yangu yePV module yekutumira kunze kwenyika inokurudzirwa zvikuru.Pasi pemamiriro edambudziko rekuchengetedza simba, EU module inopinza ichagamuchira yakakwira premium.
"Parizvino, kurongeka kwekugadzira photovoltaic muEurope kudiki, uye zvizhinji zvezvigadzirwa zvichapihwa nemakambani ekuChina, izvo zvinozosimudzira kudiwa kwezvigadzirwa zvemumba.Yakasanganiswa nedata rekutumira kunze, isu tinotarisira kuti ichangobva kuisirwa photovoltaic simba muEurope inotarisirwa kudarika 40GW muna 2022. , kuwedzera kweanopfuura 54% gore-pa-gore.Hua Pengwei, muongorori weCITIC Securities, anotenda kuti tichifunga nezve zvipingamupinyi zvekutakura zvinhu, kuvaka uye manpower muEurope, iyo ichangobva kuisirwa photovoltaic kugona muEurope icharamba ichikura uye nekukurumidza kukura mumakore gumi anotevera, ayo achasimudzirawo Global new photovoltaic. kuiswa kwakaramba kuchikura.
Musika mutsva wesimba wemumba uri zvakare mukutenderera kuzere, nekuwedzera kwe1.5 nguva mukota yekutanga
Musika wemhiri kwemakungwa unopisa, uye musika wepasi pano uri kufambawo.Zvinoenderana ne "Kuvaka uye Kushanda kwe Photovoltaic Power Generation muFirst Quarter ya2022" yakaburitswa neNational Energy Administration, hutsva hwakaisirwa simba rekugadzira photovoltaic munyika yese mukota yekutanga yaive 13.21GW, kuwedzera kwekanosvika ka1,5 pagore- pa-gore.Pakati pavo, chiteshi chemagetsi chepasi chakawedzera 4.34GW, uye yakagoverwa photovoltaic 8.8GW.
Musi wa19 Chivabvu, Hubei Engineering Company, inotsigira Power Construction Corporation yeChina, yakahwina bhidhiyo yeEPC general contracting project yechikamu chechipiri chekubhidha cheKubuqi 2 miriyoni kilowatt photovoltaic desertification base project muMengxi Base.Iyi purojekiti ndiyo yakakura kwazvo photovoltaic jecha rekudzora chirongwa munyika uye imwe yekutanga yakakura-yemhepo simba remhepo photovoltaic base mapurojekiti munyika kutanga kuvaka.
Nguva pfupi yadarika, Bazi reDzimba neUrban-Rural Development rePeople's Republic of China rakapa "14th-Makore Mashanu" Kuvaka Energy Conservation uye Green Building Development Development Planning Notice, vachikurudzira chinangwa cha2025, uye kekutanga kupa chiyero chakati.Chiyero chekutsiva chakasvika pa8%.
Chirevo cheGuorong Securities chinotenda kuti ikozvino photovoltaic mitemo inosanganisira kukurudzirwa kwedunhu rose, mabhesi makuru, mapurojekiti akavimbiswa mumapurovhinzi akasiyana-siyana, uye kuvaka photovoltaics, nezvimwewo, uye kudiwa kwemumba kwe photovoltaics kwakasimba.
Pamusoro pezvo, zvakakosha kuziva kuti Ministry of Finance ichangobva kuburitsa account yekupedzisira yekushandiswa kwemari yehurumende, iyo iyo central government fund expenditure bhajeti muna 2022 i807.1 bhiriyoni yuan, kuwedzera kweanosvika mazana mana emabhiriyoni yuan zvichienzaniswa ne2021. panguva imwecheteyo, Ministry of Finance yakataurawo zvakajeka mubhajeti ye2022 kuti zvakafanira kusimudzira kugadziriswa kweiyo gaka remari yekuwedzera simba rekugadzira magetsi.Kana dambudziko rerubatsiro rinogona kugadziriswa munguva pfupi, purofiti yevashandisi inotarisirwa kuvandudzwa zvakanyanya, uye inogona zvakare kufambisa kusimudzira kweiyo indasitiri ketani.
Nguva yekutumira: May-20-2022