Munguva pfupi yapfuura, Lu Jing, Mutungamiri weStandard Chartered Bank (China) Limited, akazivisa pa2nd Chain Expo kuti, "Takadzidza mitemo yeUS kuti tibatsire kambani hombe yezuva kuisa mari uye kuwana minda muTexas, US, uku tichiona kuti kambani iyi inogona kuwana mari kwenguva refu. Takaita bvunzo yekugona kushanda - bhizinesi iri raizokwanisa kuramba riripo here kana rubatsiro rukabviswa mushure mekunge Trump atora chigaro?"
Pakupedzisira, Standard Chartered yakagumisa kuti "kambani yekuChina yakasimba zvikuru, ine mitengo yakaderera yekugadzira pane vagadziri vemagetsi ezuva mumusika weUS, mashandiro akanaka, uye kugadzirwa kwemabasa emuno anosvika chiuru nemazana mashanu."
"China mutambi akakosha, kunyange mutungamiriri, muchikamu chepasi rose chekutengesa zvinhu." Lu Jing akati, "Kare, zvinangwa zvikuru zvechikamu chekutengesa zvinhu zvaive zvekuwedzera kushanda zvakanaka, kuwedzera kukosha uye kuderedza mitengo; asi nhasi, zvinhu zvezvematongerwo enyika zviri kusimudzira 'madziro' edzimwe nyika dzakabudirira zvakanyanya. Zvisinei, kupedzwa kwekuchinja kwesimba rakachena pasi rose hakugone kuparadzaniswa necheni yekutengeserana yeChina."
Akataurawo kuti, "Makambani ekuChina anogadzira magetsi matsva achasangana nematambudziko akawanda muUS nemuEurope, asi tinotarisira kuti makambani ekuChina achakwanisa kuisa zvinhu zvinobatsira muindasitiri, kugadzira zvinhu munharaunda uye kuhaya vashandi vemuno."
Parizvino, US yatanga zvirongwa zvekukurudzira mitero uye rubatsiro kumakambani anogadzira michina yezuva. Kuti ikurudzire mari muzvirongwa zvesimba rezuva uye kugadzira zvinhu munharaunda, hurumende yeUS yakatanga zvirongwa zvekukurudzira mitero. Pakati pazvo, mari yemutero wekudyara (ITC) inobvumira mapurojekiti ezuva anokodzera kugamuchira mari yemutero kamwe chete inosvika 30% mugore iro purojekiti inotanga kushanda.
Kana chirongwa ichi chikazadzisa zvinodiwa nekugadzira zvinhu zvemuno, chikamu chemutero chinogona kukwidzwa kusvika pa40%. Pamusoro pezvo, US inopa Production Tax Credit (PTC), iyo inopa rubatsiro rwemakore gumi rwemagetsi akagadzirwa neprojekiti yekugadzira magetsi, nehuwandu hwerubatsiro rwunokumbirwa gore rega rega uye rwunogadziriswa kuti rukwanise kukwira kwemitengo. Kuti isimudzire kugadzirwa kwemagetsi ezuva emuno, hurumende yeUS yakagadzira kukurudzira kugadzirwa kwezvinhu zvemuno, iyo inoda kuti simbi dzese dzinoshandiswa muprojekiti dzibve kuUS, uye kuti chikamu chezvigadzirwa zvemuno chemugadzirwa chinodarika 40% yemutengo wese (uyo uchawedzerwa kusvika pa55% yemapurojekiti anotanga kuvaka mushure megore ra2026).
Kubviswa kwerubatsiro urwu kuchaisa kumanikidzwa kwekushanda kwevagadziri. Zvisinei, zvichienderana neongororo yeStandard Chartered, makambani ekuChina acharamba achikwanisa kuchengetedza purofiti.
Lu Jing haana kutaura kuti ndeapi makambani ekuChina akadyara mari muUnited States. Asi mutori wenhau akawana kuti kwave nemakambani akawanda esimba rezuva akatanga mafekitori ekugadzira magetsi muUnited States.
Parizvino, Trina Solar iri kuvaka fekitori yekugadzira magetsi ezuva muWilmer, Texas, USA, ine simba re5GW rakarongwa uye mari inodarika $200 miriyoni, iyo inotarisirwa kutanga kushanda muna 2024 uye ichatanga ma supreme solar modules ayo makuru.
KAMBANI yeLONGI Green Energy yakavaka fekitari yeIlluminate USA module muPatuxent, Ohio, USA pamwe chete neInvenergy, kambani yeUS inogadzira simba rinodzokororwa uye rakachena, ine simba re5GW, iyo yakatanga kushanda muna 2023 uye iri mumamiriro akanaka ekushanda, uye iyo LONGi Green Energy ine mugove we49%.
JA Solar yakavaka fekitori yayo yekutanga yekugadzira magetsi muUS muPhoenix, Arizona, ine simba remagetsi rinosvika 2GW (rimwe zita rinonzi 400MW pagore) uye mari inosvika US$60 miriyoni yekugadzira maPV panels anoshanda zvakanyanya.
JinkoSolar yakavaka tambo itsva yekugadzira mamodule ezuva muJacksonville, Florida, US, uye yakavandudza nekuwedzera fekitari yayo yePV module iripo, uye yakagamuchira zvikwereti zvemitero.
AT&S yakavamba fekitari yemagetsi ezuva ePV muMesquite, Texas, ine simba re5GW uye mari inodarika US$250 miriyoni, iyo yakashandiswa mubhizinesi, uye ma TOPCon modules akagadzirwa aendeswa kune vanogovera magetsi ezuva muUS.
Kugadzirwa kwePV modules nekutengeswa kwezvigadzirwa kunze kwenyika muChina kuri pakati pepamusoro pasi rose, zvichiratidza kukwikwidzana kwayo pamusika.
Zvichienderana nehuwandu hweInternational Energy Agency (IEA) nedzimwe sangano, China ndiyo inotonga indasitiri yepasi rose yePV. Muna 2022, kugadzirwa kwepolysilicon, silicon wafers, masero nemamodules neChina kwaive 86%, 98%, 84% uye 88% yezvigadzirwa zvepasi rose, zvichiteerana, zvichiratidza zvakanakira zvikuru zveChina muchikamu chekugadzira PV.
Yin Xiaopeng, mutungamiriri weGlobal Value Chain Research Institute yeYunivhesiti yeMabhizinesi Epasi Rose neEconomics (UIBE), akataura pa2nd Chain Expo kuti kugadzira magetsi ePV iindasitiri inokwikwidzana muChina, uye mabhizinesi ekuChina ane marongero ari kumusoro, pakati nepasi pemunda wePV, marongero anoramba aine mukana muindasitiri iyi.
