Posachedwapa, Lu Jing, Purezidenti wa Standard Chartered Bank (China) Limited, adavumbulutsa pa 2nd Chain Expo kuti, "Tinaphunzira malamulo aku US kuti tithandize kampani yayikulu yogwiritsa ntchito mphamvu ya dzuwa kuti igule ndalama ndikuyika malo ku Texas, US, pomwe tikuwonetsetsa kuti kampaniyo ipeza ndalama kwa nthawi yayitali. Tinayesa kuthekera - kodi bizinesiyo ipitilizabe kukhalabe ndi moyo ngati ndalama zothandizira zitachotsedwa Trump atatenga udindo?"
Pomaliza, Standard Chartered inatsimikiza kuti "kampani yaku China ndi yolimba kwambiri, yokhala ndi ndalama zochepa zopangira kuposa opanga ma module a dzuwa pamsika waku US, magwiridwe antchito apamwamba, komanso kupanga ntchito 1,500 zakomweko."
"China ndi wosewera wofunikira, ngakhale mtsogoleri, mu unyolo wapadziko lonse lapansi wopereka zinthu." Lu Jing anati, "Kale, zolinga zazikulu za unyolo wopereka zinthu zinali kuwonjezera magwiridwe antchito, kuwonjezera phindu ndikuchepetsa ndalama; koma masiku ano, zinthu zandale zikuyendetsa 'makoma' a mayiko ena otukuka kwambiri. Komabe, kutha kwa kusintha kwa mphamvu zoyera padziko lonse lapansi sikungasiyanitsidwe ndi unyolo wopereka zinthu waku China."
Iye anatinso, “Makampani amagetsi oyera aku China adzakumana ndi mavuto ambiri ku US ndi ku Europe, koma tikukhulupirira kuti makampani aku China adzatha kupereka zinthu zomwe zingagwiritsidwe ntchito m'makampani, kupanga zinthu zakomweko ndikulemba ntchito antchito akomweko.”
Pakadali pano, dziko la US lakhazikitsa zolimbikitsira msonkho ndi ndalama zothandizira makampani opanga zida za dzuwa. Pofuna kulimbikitsa ndalama mu mapulojekiti a mphamvu ya dzuwa ndi kupanga zinthu zakomweko, boma la US layambitsa mndandanda wa zolimbikitsira msonkho. Pakati pa izi, ngongole ya msonkho wa ndalama (ITC) imalola mapulojekiti oyenerera a dzuwa kulandira ngongole ya msonkho kamodzi kokha mpaka 30% pachaka chomwe polojekitiyi yayamba kugwira ntchito.
Ngati pulojekitiyi ikukwaniritsa zofunikira pakupanga zinthu zakomweko, kuchuluka kwa ngongole ya msonkho kumatha kukwezedwa kufika pa 40%. Kuphatikiza apo, US imapereka Ngongole ya Misonkho Yopanga (PTC), yomwe imapereka ndalama zothandizira magetsi zomwe zimapangidwa ndi pulojekiti yopanga magetsi kwa zaka 10, ndipo ndalama zothandizirazo zimagwiritsidwa ntchito pachaka ndikusinthidwa kuti zigwirizane ndi kukwera kwa mitengo. Pofuna kulimbikitsa chitukuko cha unyolo wopanga magetsi a dzuwa m'nyumba, boma la US lapanga chilimbikitso chopangira zinthu zomwe zimapangidwa kunyumba, chomwe chimafuna kuti zitsulo zonse zomwe zimagwiritsidwa ntchito pa pulojekiti ziyenera kuchokera ku US, ndipo gawo la zinthu zopangidwa kunyumba lipitirire 40% ya mtengo wonse (zomwe zidzakwezedwa kufika pa 55% pamapulojekiti omwe ayamba kumanga pambuyo pa 2026).
Kuchotsedwa kwa ndalama zothandizira izi kudzaika mphamvu pa ntchito za opanga. Komabe, malinga ndi kuwunika kwa Standard Chartered, makampani aku China adzathabe kusunga phindu.
Lu Jing sanatchule makampani aku China omwe ayika ndalama ku United States. Koma mtolankhaniyo adapeza kuti pakhala makampani ambiri opanga mphamvu ya dzuwa omwe akhazikitsa mafakitale opanga zinthu ku United States.
Pakadali pano, Trina Solar ikumanga fakitale yopanga ma solar photovoltaic ku Wilmer, Texas, USA, yokhala ndi mphamvu ya 5GW komanso ndalama zokwana $200 miliyoni, zomwe zikuyembekezeka kuyamba kugwira ntchito mu 2024 ndipo iyambitsa ma module ake akuluakulu a supreme solar opangidwa ndi mphamvu yayikulu.
Kampani ya LONGi Green Energy yamanga fakitale ya Illuminate USA ku Patuxent, Ohio, USA mogwirizana ndi Invenergy, kampani yopanga mphamvu zongowonjezwdwa komanso zoyera ku US, yokhala ndi mphamvu ya 5GW, yomwe idayamba kugwira ntchito mu 2023 ndipo ili bwino, ndipo LONGi Green Energy ili ndi gawo la 49%.
Kampani ya JA Solar inamanga fakitale yake yoyamba yopanga magetsi ku US ku Phoenix, Arizona, yokhala ndi mphamvu yokwana pafupifupi 2GW (kapena kuti 400MW pachaka) komanso ndalama zokwana US$60 miliyoni zopangira ma PV panels amphamvu kwambiri.
JinkoSolar yamanga chingwe chatsopano chopangira ma module a dzuwa ku Jacksonville, Florida, US, ndipo yakweza ndikukulitsa fakitale yake ya ma module a PV yomwe ilipo kale, ndipo yalandira ngongole za msonkho.
AT&S idakhazikitsa fakitale yamagetsi a solar PV ku Mesquite, Texas, yokhala ndi mphamvu ya 5GW komanso ndalama zokwana US$250 miliyoni, zomwe zagwiritsidwa ntchito pamalonda, ndipo ma module a TOPCon omwe adapangidwa aperekedwa kwa ogulitsa magetsi a solar aku US.
Kuchuluka kwa ma module a PV ku China komwe kumapangidwa komanso kutumizidwa kunja kuli pakati pa makampani apamwamba padziko lonse lapansi, zomwe zikusonyeza kuti ali ndi mpikisano waukulu pamsika.
Malinga ndi ziwerengero zochokera ku International Energy Agency (IEA) ndi mabungwe ena, China ikulamulira unyolo wa makampani opanga ma PV padziko lonse lapansi. Mu 2022, kupanga kwa China ma polysilicon, ma silicon wafers, maselo ndi ma modules kunali 86%, 98%, 84% ndi 88% ya zomwe dziko lonse limatulutsa, motsatana, kusonyeza ubwino waukulu wa China mu gawo la opanga ma PV.
Yin Xiaopeng, mkulu wa Global Value Chain Research Institute of the University of International Business and Economics (UIBE), adati pa 2nd Chain Expo kuti kupanga magetsi a PV ndi makampani opikisana ku China, ndipo mabizinesi aku China ali ndi mapangidwe apamwamba, apakati komanso otsika a PV, mawonekedwe omwe amasunga ubwino mumakampaniwa.
