Indasitiri itsva yemagetsi yakanetseka kubva pakupera kwekupedzisira kwe 2021. CSI New Energy Index yakawira pamusoro pezvikamu zviviri muzvitatu, ichiteya vatengesi vakawanda. Kunyangwe paine dzimwe nguva rally panhau dzepolicy, kudzoreredza kusingaperi kunoramba kusingabviri. Heino chikonzero:
1. Kunyanya kuwandisa
Kuwanda kwekupa ndiro dambudziko guru reindasitiri. Semuyenzaniso, kudiwa kwepasi rose kwekuiswa kwezuva kutsva muna 2024 kunogona kusvika kunosvika mazana mana nemakumi mashanu GW, nepo huwandu hwekugadzira hwatopfuura chiuru cheGW. Izvi zvinotungamira kuhondo dzemitengo dzakanyanya, kurasikirwa kukuru, uye kunyorwa-pasi kweasset mukati mekutengesa keteni. Kusvikira huwandu hwekuwedzera hwabviswa, musika haufanire kuona kudzoreredzwa kwakasimba.
2. Fast teknolojia inoshanduka
Rapid innovation inobatsira kudzikisa mitengo uye kukwikwidza nesimba rechinyakare, asi zvakare inoshandura mari iripo kuita mitoro. Muzuva, matekinoroji matsva senge TOPCon ari kukurumidza kutsiva ekare PERC maseru, achikuvadza vatungamiriri vemusika vakapfuura. Izvi zvinogadzira kusava nechokwadi kunyangwe kune vatambi vepamusoro.
3. Kuwedzera njodzi dzekutengeserana
China inotonga pasi rose kugadzirwa kwesimba idzva, zvichiita kuti ive chinangwa chezvipingamupinyi zvekutengeserana. IUS neEU vari kufunga kana kuita mitero uye kuferefeta paChinese solar neEV zvigadzirwa. Izvi zvinotyisidzira misika yakakosha kunze kwenyika iyo inopa purofiti yakakosha yekupa mari yemumba R&D uye kukwikwidza kwemitengo.
4. Kunonoka kwemitemo yemamiriro ekunze
Zvekuchengetedzeka kwesimba, hondo yeRussia-Ukraine, uye kukanganisa kwedenda zvakonzera kuti matunhu mazhinji anonoke zvibodzwa zvekabhoni, zvichidzikamisa kukura kwesimba idzva.
Muchidimbu
Overcapacityinotungamirira hondo dzemitengo uye kurasikirwa.
Tech shiftskuita kuti vatungamiriri varipo vatadze.
Trade njodzikutyisidzira kutengesa kunze kwenyika uye purofiti.
Kunonoka kwemitemo yemamiriro ekunzeinogona kunonoka kudiwa.
Kunyangwe chikamu ichi chichitengeserana nekudzikira kwenhoroondo uye chimiro chayo chenguva refu chakasimba, matambudziko aya anoreva kuti shanduko chaiyo ichatora nguva uye moyo murefu.
Nguva yekutumira: Jul-08-2025
