pv imagazini kutshanje uthethe noBartosz Majewski, i-CEO ye-Menlo Electric, umthengisi welanga osekwe ePoland osebenza eYurophu, malunga namanqanaba aphezulu oluhlu lweepaneli zelanga eYurophu.
Umcebisi waseNorway Idata yamva nje yeRystad ibonisa malunga ne-80 GW yeephaneli zePV ezingathengiswanga kwiindawo zokugcina iimpahla zaseYurophu, iphakamisa iinkxalabo zokukhula kwemodyuli yelanga. La manani abangele ukusabela, kunye nokuthandabuza ukuchaneka kwawo, ngenxa yoqikelelo lwangaphambili lwe-Rystad lwe-40 GW phakathi kuJulayi.
Andizange ndothuswe ngulo mfanekiso ngokwawo kodwa yindlela,” uBartosz Majewski, i-CEO yosasazo lwelanga uMenlo Electric, uxelele. pv imagazini. “Njengomsasazi, sigqibe kwelokuba sinciphise uluhlu lwempahla kangangoko sinakho, silindele ubusika obuzayo kunye nokuhla kwexabiso okwenzeka ekuqaleni kukaJulayi. Nangona amaxabiso ehla ukusukela kwi-Q4 kulo nyaka uphelileyo, baye batyibilika kancinci kancinci kwi-Q1 kunye ne-Q2, kodwa kwi-Q3 amaxabiso ehle nge-30% e-China - le yeyona nto ibambe abasasazi abaninzi ngokumangala.
UMajewski uthe uMenlo wanciphisa i-inventory yemodyuli nge-2.5 phakathi kukaJulayi nokuphela kukaSeptemba.
“Ngoku singaphantsi kakhulu kwixabiso lenyanga esilithengileyo,” utshilo. “I-Rystad mhlawumbi isebenze kwizitokhwe okanye iindidi ezahlukeneyo. Ngokomzekelo, ukuba iimodyuli zithengiswa ukusuka kumenzi waseTshayina ukuya kwi-subsidiary yaseYurophu, okanye umhambisi, phantsi kwee-incoterms ze-Cost, Insurance and Freight (CIF), ngoko zithunyelwa ngokusemthethweni xa zilayishwe kwinqanawa. Yiyo loo nto benokuthi babonakale njengeemodyuli “ezigciniweyo” zaseYurophu, nangona ziseselwandle kwaye azikafiki eYurophu. Kuthatha malunga neeveki ezintandathu ukuba ezi phaneli zize eYurophu. Ke, ukuba ucinga ukuba amaTshayina athumela i-8 GW ukuya kwi-10 GW ngenyanga, oko kuya kuthetha ukuba kuya kubakho malunga ne-10 GW ukuya kwi-15 GW yesitokhwe elwandle, hayi kwiindawo zokugcina.
UMajewski wachaza ukuba abavelisi baneentlobo ezimbini zeendawo zokugcina iimpahla: isethi enye "izinikele kubathengi," apho izivumelwano ezikhoyo zilindele ukuthunyelwa kweemodyuli, kwaye enye "ikhululekile," emele isitokhwe esiqhelekileyo esilawulwa ngabavelisi abancinci. Ukongeza, abasasazi kunye nabafakeli bagcina izitokhwe zabo, kunye nabasasazi abanoxanduva lwenxalenye enkulu, malunga ne-30%, kunye nabafakeli babambe iimpahla ezibalulekileyo, ngokutsho kwe-CEO.
"Sinabo abathengi abathe bathenga izitokhwe ezibalulekileyo ngokulindela eli xesha lonyaka kwaye abanye babo basahamba kwezi zitokhwe, nangona sele kungo-Okthobha."
UFilip Sypko, umphathi jikelele weeakhawunti eziphambili kwi-Menlo Electric, ukuba amashumi egigawathi zamandla elanga agciniweyo eYurophu asebenza ngokuyintloko ukufakwa kwendawo yokuhlala kunye nezorhwebo.
“Ukuba ujonga iiprojekthi zobungakanani bokusebenza, ukuodola kunye nokuhanjiswa kudla ngokwenzeka njengoko sihamba,” utshilo. "Akukho luhlu lubalulekileyo lweemodyuli ze-bifacial eYurophu kwaye oku kungenxa yokuba abasasazi bahlala bengazigcini imveliso ye-bifacial."
Uthe iimodyuli ezininzi ezenzelwe iiprojekthi zomgangatho woncedo zidweliswe “njengezitokhwe” nasemva kofakelo kuba ezinye izityalo zelanga azizange zigqitywe okanye ziqhagamshelwe kwigridi. Nangona kunjalo, ezi modyuli azisagcinwa kwiindawo zokugcina iimpahla.
"Sivile ngabaphuhlisi abaninzi kunye neekontraka ze-EPC zinemiba yokudibanisa izityalo zabo kwigridi kulo nyaka eYurophu," watsho.
Uninzi lweemodyuli ezigcinwe eYurophu zisekwe kwitekhnoloji ye-PERC, ngesiphumo sokuba icandelo lemarike ehambelanayo, uninzi lweendawo zokuhlala kunye nofakelo lwe-C&I, lugcwele kakhulu.
“Kuninzi okugqithisileyo kwaye kunzima kakhulu ukwenza imida elungileyo apho,” utshilo uMajewski. "Kwimveliso yohlobo lwe-n, yahluke kancinane, njengoko kusenokwenzeka ukwenza imida elungileyo."
Ngokutsho kwe-Majewski, uhlobo lwe-n okwangoku kuphela yi-€ 0.01 ebiza kakhulu kunohlobo lwe-p.
“Kuhlobo lwe-p, akukhathaliseki nokuba ithengwe ngexabiso elingakanani, kodwa umthengi uzimisele ukuyithenga ngeliphi ixabiso. Zonke ezi modyuli kwiindawo zokugcina iimpahla zaseYurophu kuya kufuneka zithengiswe ekupheleni kwalo nyaka, oko kuthetha ukuba kungakhathaliseki ukuba yintoni ixabiso lokuthenga kwimarike, abantu baya kuzama ukuthengisa ngexabiso lemarike yangoku kuba kufuneka bakhulule imali ukuze bahlawule amatyala abo. Kwiinkampani ezininzi iya kuba ngumcimbi wokuphila, ”utshilo. Ngesi sizathu, ezi modyuli zigciniweyo, ngakumbi ezo zixhomekeke kwitekhnoloji yohlobo lwe-p, ngoku zinokubonelelwa ngexabiso eliphantsi kunabafikayo abavela eTshayina.
Xa umzantsi uya kufikeleleka akucaci kwaye abafakeli abayi kulinda ngokungenasiphelo.
“Ungalinda, ulinde kwaye ulinde kodwa ufakelo oluthile lufuna ukuhanjiswa ekupheleni konyaka,” utshilo uMajewski.
U-Skypo ubonise amathandabuzo malunga nokuba nokwenzeka kokunye ukuhla okukhulu kumaxabiso emodyuli yelanga kwiiprojekthi eziluncedo. Uthe ukulibaziseka kokuphunyezwa kwezi projekthi kubangela ukulahleka kwemveliso kunye nengeniso. Kwakhona waphawula ukuba iindleko ezinxulumene nokwakhiwa kweefama ze-photovoltaic, ezifana nezikhululo ze-transformer kunye nezakhiwo zenkxaso, azizange zinciphe, kwaye iindleko zomsebenzi zonyukile. Ngelixa ukuxela kwangaphambili ikamva kuhlala kungaqinisekanga, ucebise ukuba iindleko zizonke zeefama zePV zinokunyuka kancinci kancinci.
UMajewski ukholelwa ukuba kuya kubakho umda wokuqhubela phambili ukwehla kwexabiso lemodyuli kwiinyanga ezizayo.
Ukuba ujonga imida eyenziwe yipolysilicon kunye nabavelisi be-wafer, kwaye kwezo zenziwe ngabenzi bemodyuli, uyaqonda ukuba abavelisi bephaneli abazuzanga kangako kwindlela ephezulu yeminyaka emibini edlulileyo. Ubukhulu becala yayingabenzi bepolysilicon kunye nabavelisi ababambe iingeniso zomoya, utshilo. “Ngoku, nangona kunjalo, zombini iipolysilicon kunye nabavelisi be-wafer basebenza kakhulu kufutshane neendleko zabo zomda. Ke, kuthetha ukuba akukho nto ingako kakhulu yokuba amaxabiso ehle kakhulu. Basenokuqhubeka nokutyibilika kancinci kodwa hayi ngokukhawuleza njengoko sibonile kwi-Q3 2023. ”
UMajewski uthe ngelixa kunokubakho amaxabiso aphantsi kakhulu kwiibhetshi ezithile, sele kukho uluhlu lwamaxabiso ukusuka kwi-€ 0.12/W ukuya kwi-€0.13/W. Kwabo banokuguquguquka kwizinto abazikhethayo kwimodyuli, izivumelwano ezikhangayo zinokufunyanwa. Nangona kunjalo, abo bafuna ubungakanani obuthile okanye iibrendi bayacetyiswa ukuba bakhusele ukuhanjiswa kwabo kwangoko.
Ngokuphathelele kumanqanaba oluhlu lwemodyuli, uMajewski uthe ulindele ukubuyela kumanqanaba aqhelekileyo eYurophu ekupheleni kukaJuni ka-2024. Uthe ikota yokuqala neyesibini yonyaka lixesha elinokwenzeka ukuba iYurophu iphinde ifumane amanqanaba asemgangathweni oluhlu. Ekupheleni kukaJuni, imiba enxulumene nezitokhwe "ezindala" isenokungasayi kuba yinkxalabo, kodwa amathuba okuba abasasazi baphinde bazibophelele kwimiqulu egqithileyo kwiikontraki ezitsha ahlala engaqinisekanga.
Lo mxholo ukhuselwe yi-copyright kwaye awunakuphinda usetyenziswe. Ukuba ufuna ukusebenzisana nathi kwaye ungathanda ukuphinda usebenzise omnye umxholo wethu, nceda uqhagamshelane: editors@pv-magazine.com.
Umthombo ovela pv imagazini
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