Makambani eChina ekugadzira magetsi ezuva nezuva kuti agadzirise mugwagwa

Indasitiri yemagetsi ezuva nezuva (PV) muChina iri kupenya mukushanduka kwesimba repasi rose. Zvisinei, mumakore achangopfuura, US yakaramba ichiisa mutero pazvigadzirwa zvemagetsi zveChina, uye mukana wacho wakawedzerwa kunyika ina dzeSoutheast Asia, zvichiita kuti mamiriro emusika wekunze kwemakambani emagetsi eChina awedzere kuoma. Mukutanga kwaGunyana, United States yakazivisa kuti zvimwe zvezvigadzirwa zvemagetsi zveChina zvichawedzera mutero mushure menguva yeUS musi wa1 Gumiguru, 2024, Dhipatimendi reMabhizimisi reUS (Dhipatimendi reMabhizimisi) rakazivisa kubva kunyika ina dziri kuSoutheast Asia (Cambodia, Malaysia, Thailand neVietnam) kuferefetwa kwemasero emagetsi ezuva nezuva (angave akaunganidzwa mumodule) pamusoro pemutongo wekutanga.

Zvichienderana nechikumbiro cheAD/CVD chakaiswa pakutanga kwegore rino neAmerican Alliance of Solar Manufacturing Trade Councils (AASMTC), Dhipatimendi reCommerce reUS richaronga kuzivisa chisarudzo chekupedzisira chekupikisa (CVD) muna Kukadzi 2025, mushure mekuita chisarudzo chekutanga munyaya yekuramba kuraswa kwedota remvura.

Payakanga yava mukuchinja kwesimba repasi rose, indasitiri yemagetsi ezuva nezuva yeChina yakagadzirisawo chain yemagetsi ezuva nezuva. Zvisinei, US yakaisa mutero pazvigadzirwa zvemagetsi ezuva nezuva zveChina, uye kukura kwenyika ina muSoutheast Asia, zvinoreva kuti mabhizinesi emagetsi ezuva nezuva eChina "kuburikidza" neSoutheast Asia, nyika ina dzakatumirwa kuUS market plan dzakavharirwa, kumakambani emagetsi ezuva eChina kuti dziunze matambudziko akakura.

Kukanganiswa kweKuwedzera kweMutero weUS
1. Kukwira kamwe kamwe kwemitengo yekutengesera kunze kwenyika
Mitero yakakwira yakaita kuti zviomere zvigadzirwa zvePV zvekuChina kupinda mumusika weUS. Mutero we50% pamaseru ezuva, mawafer esilicon nezvinhu zvesilicon zvakabatanidzwawo, zvichiita kuti mutengo wepamusoro wecheni yemaindasitiri uwedzere zvakanyanya. Panguva imwe chete, kuferefeta kwekuramba kuraswa kwemafuta uye kupesana nerubatsiro munyika ina dziri kuSoutheast Asia, zvichikonzera kuti Southeast Asia isisiri iyo makambani ePV ekuChina ekutumira kumusika weUS "bridgehead", zvichiwedzera zvisina kunanga mutengo wekutumira kunze kwenyika.

2. Mugove wemusika wakaganhurirwa
Nekuda kwekumanikidzwa kwemitero yakakwira, huwandu hwezvigadzirwa zvePV zvemuno zveChina zvinotumirwa kuUS zvakaderera, uye musika weUS unoita seuri kure. Sekureva kwenhamba dzesangano rekupa mazano muindasitiri yeInfolink Consulting, kusvika muna 2023, huwandu hukuru hwemamodule emagetsi eUS achiri kubva kuSoutheast Asia, zvichireva 60% yehuwandu hwese hunodiwa mumusika weUS, mabhizinesi ePV eChina ari mumusika wepasi rose akakanganiswa zvachose.

3. Makwikwi emaindasitiri uye kuwedzera njodzi
Europe neUnited States dziri kutora matanho ekudzivirira kutengeserana kuti makambani eChinese PV atengese kunze kwenyika ave nemakwikwi akaoma uye akasimba emuno, mamwe makambani ari kuraira kuderedza hondo yemitengo, zvekuti purofiti yakaderera zvakanyanya.

Kusvika pari zvino, tsoka dzevagadziri vemagetsi eChina dzakapararira kunyika dzinopfuura zana nenzvimbo pasi rose. Kunyangwe mushure me "kuvharika" kwega kwega, asi makambani emagetsi eChina anogona kuwana gwara idzva, kuti awane budiriro inotevera inoenderera mberi yenzvimbo yekufambisa inoiswa mu "gungwa" remakambani emagetsi eChina pamberi penyaya dzinokurumidzira.

Matanho eMakambani eChina ePhotovoltaic
1. Kuvandudzwa kwetekinoroji uye kusimudzira maindasitiri
Kuvandudzwa kwetekinoroji uye kusimudzira maindasitiri zvakakosha. Makambani ePV emuno anofanirwa kuwedzera mari yekudyara muR&D, kukurudzira kutengeserana kweheterojunction, BC cells nezvimwe zvigadzirwa zvitsva, kuvandudza kushanda zvakanaka uye mhando yekushandurwa kwezvigadzirwa, kutsigira makambani anotungamira muChina kuti akurumidze kubuda mumatope ekuchinja kwezvinhu, uye kuramba achisimbisa zvakanakira tekinoroji.

2. Kugadziriswazve kwecheni yekugovera
Kugadziriswazve kwecheni yekugovera zvinhu kwakakosha. Gadzirisa marongerwo acho nekukurumidza sezvinobvira, uye tanga mhiri kwemakungwa kuti utsvage nzvimbo itsva dzekugadzira. Middle East, Indonesia neLaos dzichava sarudzo itsva. Nyika idzi nenzvimbo idzi hadzina kuiswa pane runyorwa rwemitero yeUS, mamwe makambani ePV achasarudza kutamira kunzvimbo dzakapoteredza nekukurumidza, kuti vatore mukana wekuti US isatanga bhiri idzva.

3. Kuwedzera misika yekunze kwenyika
Kukura kwemisika yekune dzimwe nyika hakufanirwe kunonoka. Kuziva marongerwo akasiyana-siyana, kukudziridza misika iri kubuda yakaita seAsia neAfrica, uye kuderedza kuvimba nemusika mumwe chete. Simbisa kuvaka nzira dzekutengesa kunze kwenyika uye network dzebasa kuti uvandudze ruzivo rwemhando uye mugove wemusika. Asi zvakare tinofanira kufunga nezvemamiriro ehupfumi hwemunharaunda, mamiriro ekutonga mabhizinesi, zvivakwa uye mafambiro ezvekufambisa, mitengo yekugadzira nezvimwe zvinhu zvakawanda.

4. Kupindura kwemitemo uye kutonga njodzi
Kupindura kwemitemo uye kutonga njodzi zvakakosha. Hurumende inotanga mitemo yekutsigira kusimudzira maindasitiri, uye makambani anoteerera mafambiro enjodzi dzekunze kwenyika nenguva kudzivirira kusawirirana kwekutengeserana. Gadzira nzira yekuyambira njodzi nekukurumidza kuti igadzirise kushanduka-shanduka kwemusika uye shanduko dzemitemo.

5. Simbisai kushandira pamwe kwenyika dzese
Kusimbisa kushandira pamwe kwenyika kwakakosha zvakaenzana. Kurukurai nekushandira pamwe nevamwe vanobatsirana nedzimwe nyika kuti musimudzire budiriro yeindasitiri pamwe chete. Kushandira pamwe nemakambani emuno uye kubatana mumusika wemuno kuti muwane zvinobudirira zvose. Shandisai mari nezviwanikwa zvepasi rose, uye tevedzerai nzira yebudiriro yakavhurika.