N'oge na-adịbeghị anya, Lu Jing, Onyeisi Standard Chartered Bank (China) Limited, kpughere na 2nd Chain Expo, "Anyị mụrụ iwu US iji nyere nnukwu ụlọ ọrụ ike anyanwụ aka itinye ego ma ree ala na Texas, US, ebe anyị na-ahụ na ụlọ ọrụ ahụ nwere ike nweta ego n'oge dị anya. Anyị mere ule ohere - azụmahịa ahụ ọ ga-enwe ike ịnọgide na-adị ndụ ma ọ bụrụ na ewepụ ego enyemaka mgbe Trump batara n'ọchịchị?"
N'ikpeazụ, Standard Chartered kwubiri na "ụlọ ọrụ China siri ike nke ukwuu, yana ọnụ ahịa mmepụta dị ala karịa ndị na-emepụta modulu anyanwụ n'ahịa US, arụmọrụ dị elu, na ịmepụta ọrụ mpaghara 1,500."
"China bụ onye egwuregwu dị mkpa, ọbụnadị onye ndu, n'usoro ọkọnọ zuru ụwa ọnụ." Lu Jing kwuru, sị, "N'oge gara aga, ebumnuche bụ isi nke usoro ọkọnọ bụ ịbawanye arụmọrụ, itinye uru na ibelata ọnụ ahịa; mana taa, ihe ndị metụtara mpaghara na-eme ka 'mgbidi' nke ụfọdụ mba mepere emepe dị elu ma dị elu. Agbanyeghị, enweghị ike ikewapụ mmezu zuru ụwa ọnụ nke mgbanwe ike dị ọcha na usoro ọkọnọ China."
O kwukwara, sị, "Ụlọ ọrụ ike dị ọcha nke China ga-ezute ọtụtụ ihe ịma aka ma na US ma na Europe, mana enwere olileanya na ụlọ ọrụ China ga-enwe ike ịchọta ihe ndị dị mkpa na usoro ụlọ ọrụ ahụ, mmepụta mpaghara ma were ndị ọrụ obodo n'ọrụ."
Ugbu a, mba Amerịka etinyela aka n'ọrụ mkpali ụtụ isi na enyemaka maka ụlọ ọrụ mmepụta ngwa ike anyanwụ. Iji kwalite itinye ego na ọrụ ike anyanwụ na mmepụta ihe n'obodo, gọọmentị Amerịka ewepụtala usoro mkpali ụtụ isi. N'ime ha, kredit ụtụ isi itinye ego (ITC) na-enye ohere maka ọrụ ike anyanwụ ruru eru ịnweta kredit ụtụ isi otu ugboro ruo 30% n'afọ a malitere ọrụ ahụ.
Ọ bụrụ na ọrụ ahụ emezu ihe achọrọ n'ihe gbasara mmepụta ihe n'ógbè, a ga-ebuli pasentị ụtụ isi ruo 40%. Na mgbakwunye, mba Amerịka na-enye Ebe E Si Nweta Ụtụ Isi Mmepụta (PTC), nke na-enye enyemaka afọ iri maka ọkụ eletrik nke ọrụ mmepụta ike na-emepụta, yana ego enyemaka a na-etinye kwa afọ ma gbanwee maka onu oriri. Iji kwalite mmepe nke usoro mmepụta ike anyanwụ n'ime obodo, gọọmentị mba Amerịka emepụtala ihe mkpali maka imepụta ihe n'ụlọ, nke chọrọ ka ígwè niile eji eme ihe n'ọrụ ahụ ga-esi na mba Amerịka bịa, nakwa na akụkụ nke ngwaahịa e mepụtara n'ụlọ gafere 40% nke ọnụ ahịa zuru oke (nke a ga-amụba ruo 55% maka ọrụ ndị ga-amalite ịrụ ọrụ mgbe 2026 gasịrị).
Iwepụ ego enyemaka ndị a ga-etinye nrụgide ọrụ n'ahụ ndị na-emepụta ihe. Agbanyeghị, dịka nyocha Standard Chartered si kwuo, ụlọ ọrụ China ka ga-enwe ike ịnọgide na-enwe uru.
Lu Jing ekwughị kpọmkwem ụlọ ọrụ ndị China tinyere ego na United States. Mana onye nta akụkọ ahụ chọpụtara na e nweela ọtụtụ ụlọ ọrụ ike anyanwụ eguzobela ụlọ ọrụ mmepụta ihe na United States.
Ugbu a, Trina Solar na-ewu ụlọ ọrụ mmepụta ike anyanwụ na Wilmer, Texas, USA, nke nwere ike 5GW na itinye ego karịrị nde $200, nke a na-atụ anya na a ga-amalite ọrụ na 2024 ma ga-amalite modulu ike kachasị elu ya.
LONGi Green Energy arụọla ụlọ ọrụ mmepụta ihe na-enye ọkụ eletrik na mba Amerịka na Patuxent, Ohio, USA na Invenergy, ụlọ ọrụ mmepụta ike dị ọcha na nke mba Amerịka, nke nwere ike 5GW, nke e tinyere n'ọrụ na 2023 ma dịkwa mma n'ọrụ, ebe LONGi Green Energy nwere oke ọrụ 49%.
JA Solar wuru ụlọ ọrụ mmepụta ihe mbụ ya na US na Phoenix, Arizona, nke nwere ike ime ihe dị ka 2GW (nke a na-akpọkwa 400MW kwa afọ) na itinye ego nke US $60 nde maka mmepụta nke panel PV dị elu.
JinkoSolar arụọla ụzọ mmepụta modulu anyanwụ ọhụrụ na Jacksonville, Florida, US, ma kwalite ma gbasaa ụlọ ọrụ modulu PV dị ugbu a, ma nweta kredit ụtụ isi.
AT&S hiwere ụlọ ọrụ mmepụta ike anyanwụ (PV) na Mesquite, Texas, nke nwere ike 5GW na itinye ego karịrị US$250 nde, nke etinyela n'ọrụ azụmaahịa, e bunyekwara modulu TOPCon emepụtara nye ndị na-ekesa ike anyanwụ na US.
Mmepụta na olu mbupụ PV nke China so n'ime ndị kacha elu n'ụwa, na-egosi asọmpi ahịa ya siri ike.
Dịka ọnụọgụgụ sitere n'aka International Energy Agency (IEA) na òtù ndị ọzọ si kwuo, China na-achịkwa usoro mmepụta PV zuru ụwa ọnụ. Na 2022, mmepụta polysilicon, silicon wafers, sel na modulu nke China mere ruru 86%, 98%, 84% na 88% nke mmepụta zuru ụwa ọnụ, n'otu n'otu, na-egosi uru dị ukwuu nke China nwere na ngalaba mmepụta PV.
Yin Xiaopeng, onye nduzi nke Global Value Chain Research Institute nke Mahadum nke International Business and Economics (UIBE), kwuru na 2nd Chain Expo na mmepụta ike PV bụ ụlọ ọrụ asọmpi na China, ụlọ ọrụ China nwekwara nhazi na elu, etiti na ala nke ubi PV, nhazi nke na-enwe uru na ụlọ ọrụ ahụ.
