Kev lag luam photovoltaic feem ntau suav nrog kev siv thiab kev txhim kho cov ntaub ntawv silicon thiab cov kev sib txuas lus cuam tshuam, xws li kev tsim cov polysilicon purity siab, kev tsim cov hnub ci cell thiab modules, kev tsim cov khoom siv tsim khoom cuam tshuam, thiab kev siv lub zog photovoltaic. Tam sim no, photovoltaics tau dhau los ua qhov chaw hluav taws xob pheej yig thiab ua haujlwm tau zoo hauv feem ntau lub tebchaws thiab thaj chaw hauv ntiaj teb, thiab yuav yog qhov txhawb nqa tseem ceeb rau kev hloov pauv ntsuab thiab qis-carbon. Raws li daim ntawv tshaj tawm ntawm Lub Chaw Haujlwm Zog Thoob Ntiaj Teb, lub peev xwm tshiab ntawm lub zog rov ua dua tshiab hauv xyoo 2023 tau nce 50% piv rau xyoo dhau los mus txog 510 GW, uas hnub ci photovoltaics tau pab txog 75%. Nws xav tias thaum pib ntawm xyoo 2025, lub zog rov ua dua tshiab, suav nrog photovoltaics, yuav dhau los ua lub hauv paus hluav taws xob tseem ceeb hauv ntiaj teb.
Nyob rau xyoo tas los no, Tuam Tshoj txoj kev lag luam photovoltaic hnub ci tau muaj kev loj hlob sai thiab txuas ntxiv tuav txoj haujlwm ua tus thawj coj hauv ntiaj teb. Ua tsaug rau kev nce qib ntawm thev naus laus zis thiab kev txhim kho tas mus li hauv kev muaj peev xwm tsim khoom, Tuam Tshoj yog nyob rau pem hauv ntej ntawm lub ntiaj teb hauv kev sib sau ua ke ntawm thev naus laus zis, qhov loj me ntawm kev ua lag luam, kev muaj peev xwm tsim khoom thiab qib kev ua tiav ntawm cov saw hlau kev lag luam hauv kev lag luam photovoltaic. Tuam Tshoj cov khoom photovoltaic tuaj yeem ua tau raws li qhov xav tau ntawm ntau lub khw thoob ntiaj teb hauv kev siv hluav taws xob, kev ua haujlwm zoo, zoo, kev pabcuam txhawb nqa thiab kev ua haujlwm hauv zos. Dhau li ntawm kev xa tawm lawv cov khoom, cov tuam txhab photovoltaic Tuam Tshoj tam sim no nthuav dav lawv cov kab ke thoob ntiaj teb los ntawm kev nqis peev thiab tsim cov chaw tsim khoom txawv teb chaws, cim txoj hauv kev tshiab rau kev nthuav dav thoob ntiaj teb. Raws li daim ntawv tshaj tawm ntawm Lub Chaw Haujlwm Zog Rov Ua Dua Tshiab Thoob Ntiaj Teb, tus nqi tag nrho ib kilowatt-teev ntawm cov haujlwm tsim hluav taws xob photovoltaic thoob ntiaj teb tau poob qis dua 80% hauv kaum xyoo dhau los, uas feem ntau yog vim Tuam Tshoj txoj kev tsim kho tshiab, kev tsim khoom thiab kev tsim kho.
Cov khoom siv photovoltaic tau dhau los ua ib feem tseem ceeb ntawm Tuam Tshoj txoj kev xa khoom tawm txawv teb chaws, nrog rau kev loj hlob zoo hauv lawv cov lej xa khoom. Raws li cov ntaub ntawv ntawm Tuam Tshoj Photovoltaic Industry Association, qhov ntim xa khoom ntawm silicon wafers, lub roj teeb cia hluav taws xob thiab modules, cov khoom siv tseem ceeb ntawm Tuam Tshoj cov khoom photovoltaic, xyoo 2023 yuav yog 70.3 GW, 39.3 GW thiab 211.7 GW feem, nce ntawm 93.6%, 65.5% thiab 37.9% xyoo-rau-xyoo. Txawm hais tias tus nqi ntawm cov khoom photovoltaic feem ntau poob rau xyoo 2023, ua rau muaj kev sib txawv ntawm "kev nce ntxiv thiab txo qis tus nqi" hauv tag nrho cov khoom xa tawm, qhov no feem ntau yog vim muaj kev kub ntxhov ntawm European lub zog thiab kev txhawb nqa muaj zog ntawm kev hloov pauv lub zog thoob ntiaj teb, uas ua rau muaj kev nthuav dav sai ntawm lub peev xwm tsim photovoltaic, thiab tom qab ntawd ua rau muaj kev tsis sib npaug thoob ntiaj teb hauv kev muab khoom thiab kev thov, ua rau muaj kev poob qis ntawm cov nqi ntawm polysilicon, silicon wafers, roj teeb thiab modules, thiab cov nqi ntawm qee qhov txuas tau poob qis ntau dua 50% piv rau thaum pib ntawm lub xyoo.
Nyob rau lub sijhawm ntev, qhov sib txawv ntawm kev hloov pauv thoob ntiaj teb ntawm lub zog ntsuab thiab kev nqis peev thiab kev koom tes hauv lub zog tshiab xws li photovoltaics yuav tsis hloov pauv, thiab qhov sib txawv ntawm kev loj hlob ntawm lub peev xwm ntawm kev lag luam photovoltaic yuav txuas ntxiv mus. Raws li TrendForce qhov kev kwv yees, qhov kev cia siab nruab nrab rau lub peev xwm tshiab ntawm lub zog photovoltaic thoob ntiaj teb hauv xyoo 2024 yog 474 GW, nce ntxiv txhua xyoo ntawm 16%. Los ntawm qhov kev xav ntawm plaub lub khw loj hauv cheeb tsam, qhov kev thov muaj peev xwm ntsia hauv kev lag luam Asian thiab European yuav nkag mus rau theem hloov kho thiab tswj kev loj hlob ruaj khov; qhov kev thov hauv kev lag luam Asmeskas yuav nce siab heev, tsav tsheb tag nrho kev lag luam hauv Asmeskas kom tswj tau qhov kev loj hlob siab; thaj tsam Middle East yuav ua kom nrawm dua kev tsim kho ntawm cov chaw tsim hluav taws xob hauv av photovoltaic loj hauv Saudi Arabia, UAE thiab lwm lub tebchaws vim yog kev nce qib sai ntawm txoj kev hloov pauv hluav taws xob thiab kev poob qis ntawm cov nqi khoom.




