Mokhoa oa ho beha maemo le khoebo eapolokelo ea matlatsamaisong ea matla e ntse e hlaka ka ho eketsehileng.Hajoale, mokhoa oa nts'etsopele o shebaneng le 'maraka oa polokelo ea matla libakeng tse tsoetseng pele joalo ka United States le Europe o se o thehiloe.Phetoho ea litsamaiso tsa motlakase mebarakeng e ntseng e hlaha le eona e ntse e eketseha.Ntlafatso e kholo ea indasteri ea polokelo ea matla Maemo a butsoitse, 'me indasteri ea polokelo ea matla ea lefats'e e tla phatloha ka 2023.
Europe: Sekhahla se tlase sa ho kenella, bokhoni ba kholo e phahameng, le polokelo ea matla li fihlile boemong bo bocha
Tlas'a koluoa ea matla a matla a Europe, katleho e phahameng ea moruo ea polokelo ea letsatsi ea malapa ea Europe e se e lemohuoe ke 'maraka, mme tlhoko ea polokelo ea letsatsi e qalile ho phatloha.Mokhoa oa konteraka ea theko ea motlakase ea bolulo.Ka 2023, theko ea motlakase ea likonteraka tse sa tsoa saena e tla nyoloha haholo.Ka karolelano theko ea motlakase e tla ba ho feta 40 euro / MWh, keketseho ea 80-120% selemo le selemo.Ho lebeletsoe hore e tsoele pele ho boloka litheko tse phahameng lilemong tse latelang tsa 1-2, 'me tlhokahalo e tsitsitseng ea polokelo ea letsatsi e hlakile.
Jeremane e lokolla VAT ea photovoltaic ea malapa le lekhetho la lekhetho, 'me leano la lithuso tsa polokelo ea matlo la Italy le tlositsoe.Leano le letle le ntse le tsoela pele.Sekhahla sa polokelo ea malapa a Jeremane se ka fihla ho 18.3%.Ha ho nahanoa ka nako ea puseletso ea lithuso e ka khutsufatsoa ho lilemo tse 7-8.Mokhoa oa nako e telele oa matla a ikemetseng, sekhahla sa ho kenella ha polokelo ea malapa Europe ka 2021 ke 1.3% feela, ho na le sebaka se pharaletseng sa kholo, 'me limmaraka tsa liindasteri, tsa khoebo le tse kholo tsa polokelo le tsona li ntse li hola ka potlako.
Re hakanya hore tlhoko ea matla a macha a polokelo ea matla Europe ka 2023/2025 e tla ba 30GWh/104GWh, keketseho ea 113% ka 2023, le CAGR=93.8% ka 2022-2025.
United States: E khothalelitsoe ke leano la ITC, ho ile ha qhoma mafu
United States ke 'maraka o moholo ka ho fetisisa oa polokelo lefatšeng ka bophara.Ka 2022Q1-3, matla a kentsoeng a polokelo ea matla United States e ne e le 3.57GW/10.67GWh, keketseho ea selemo le selemo ea 102%/93%.
Ho tloha ka Pulungoana, matla a ngolisitsoeng a fihlile ho 22.5GW.Ka 2022, matla a macha a kentsoeng a photovoltaics a tla fokotseha, empa polokelo ea matla e ntse e tla boloka khōlo e potlakileng.Ka 2023, matla a kentsoeng a photovoltaic a tla ntlafala, 'me sekhahla sa ho kenella ha matla a matla a matla se tla tsoela pele ho eketseha, ho tšehetsa ho phatloha ho tsoelang pele ha matla a ho boloka matla a kentsoeng.
Tšebelisano pakeng tsa bafani ba motlakase United States e fokola, polokelo ea matla e na le bohlokoa bo sebetsang bakeng sa taolo, litšebeletso tse tlatsetsang li bulehile ka ho feletseng, tekanyo ea ho rekisa e phahame, 'me theko ea motlakase ea PPA e phahame le tefiso ea polokelo e totobetse.Mokitlane oa lekhetho oa ITC o eketsoa ka lilemo tse 10 mme karolelano ea mokoloto e nyolohetse ho 30% -70%.Ka lekhetlo la pele, polokelo ea matla e ikemetseng e kenyelelitsoe ho thuso, e leng se khothalletsang keketseho e kholo ea tekanyo ea ho khutla.
Re hakanya hore tlhoko ea matla a macha a polokelo ea matla United States ka 2023/2025 e tla ba 36/111GWh ka ho latellana, keketseho ea selemo le selemo ea 117% ka 2023, le CAGR=88.5% ka 2022-2025.
China: Tlhokahalo ea boima bo feteletseng ba leano e ntse e eketseha ka potlako, 'me 'maraka oa li-yuan tse limilione tse likete tse 100 o qala ho hlaha.
Kabo e tlamang ea lehae ea polokelo e tiisa keketseho ea polokelo ea matla.Ka 2022Q1-3, matla a kentsoeng ke 0.93GW/1.91GWh, 'me karolo ea polokelo e kholo mohahong e feta 93%.Ho latela lipalo-palo tse felletseng, litefiso tsa sechaba bakeng sa polokelo ea matla ka 2022 li tla fihla ho 41.6GWh.Mokhoa oa ho boloka matla o arolelanoang o ntse o ata ka potlako, 'me matšeliso a matla,' maraka oa sebaka sa motlakase, le mochine oa phapang oa theko o arolelanoang nako o kenngoa ts'ebetsong butle-butle ho eketsa lebelo la ho khutlisa matla a ho boloka matla.
Re hakanya hore tlhoko ea matla a macha a polokelo ea matla a malapeng ka 2023/2025 e tla ba 33/118GWh ka ho latellana, keketseho ea selemo le selemo ea 205% ka 2023, le CAGR=122.2% ka 2022-2025.
Theknoloji e ncha e kang libeteri tsa sodium-ion, libeteri tsa phallo ea metsi, polokelo ea matla a photothermal, le polokelo ea matla a khoheli li ntse li kenngoa ts'ebetsong 'me butle-butle li tiisoa qetellong ea kopo.Matlafatsa taolo ea polokeho ea polokelo ea matla, 'me butle-butle u eketse sekhahla sa ho kenella ha cascade ea khatello e phahameng, sistimi ea ho pholisa metsi, le tšireletso ea Pack fire.Ho romelloa ha libeteri tsa polokelo ea matla ho khetholloa ka ho hlaka, 'me lik'hamphani tsa inverter li na le monyetla oa ho kenya PCS.
Ha li kopane: limmaraka tse tharo tse kholo tsa China, United States le Europe li phatlohile
Ka lebaka la ho qhoma ha polokelo e kholo ea China-US le polokelo ea malapa ea Europe, re bolela esale pele hore tlhoko ea lefats'e ea polokelo ea matla e tla ba 120/402GWh ka 2023/2025, keketseho ea 134% ka 2023, le CAGR ea 98.8% ka 2022. -2025.
Lehlakoreng la phepelo, ho hlahile batho ba bacha indastering ea polokelo ea matla, 'me likanale ke morena.Sebopeho sa lisele tsa betri se batla se tsepamisitsoe.CATL e maemong a pele lefatšeng mabapi le thomello, 'me thomello ea BYD EVE Pine Energy e bolokile kholo e potlakileng;Li-inverters tsa polokelo ea matla li shebane le liteishene le lits'ebeletso tsa brand, mme mohopolo oa sebopeho o eketsehile.Sunshine IGBT bokhoni ba ho netefatsa phepelo e matla ka 'Maraka o moholo oa polokelo o etelletsoe pele ka tieo, li-inverters tsa polokelo ea malapa li thabela litekanyetso tse phahameng tsa kholo,' me thepa ea baeta-pele ba polokelo ea malapa e eketsehile ka makhetlo a 'maloa ka tatellano.
Tlas'a phetoho e potlakileng ea matla, ho fokotsa litšenyehelo tsa liteishene tsa motlakase tsa fatše tsa photovoltaic ho tla tlisa tlhōrō ea ho kenngoa ka 2023, e leng ho tla potlakisa ho qhoma ha polokelo e kholo Chaena le United States;polokelo ea malapa e tla phatloha Europe ka 2022, 'me e tla tsoela pele ho imena habeli ka 2023. Ho boloka malapa libakeng tse ntseng li hlaha tse kang United States le Asia Boroa-bochabela E tla boela e be mokhoa o tloaelehileng, 'me polokelo ea matla e tla tlisa nako ea khauta ea tsoelo-pele.
Nako ea poso: Jan-05-2023