Kutshanje, uLu Jing, uMongameli weStandard Chartered Bank (China) Limited, utyhile kwi-2nd Chain Expo, “Sifunde imithetho yase-US ukunceda ishishini elikhulu lelanga lityale imali kwaye lihlale eTexas, e-US, ngelixa siqinisekisa ukuba ishishini linokufumana inkxaso-mali kwixesha elide. Senze uvavanyo lokwenzeka kwezinto - ngaba ishishini linokukwazi ukuqhubeka liphila ukuba inkxaso-mali isusiwe emva kokuba uTrump ethathe i-ofisi?”
Ekugqibeleni, iStandard Chartered igqibe kwelokuba “inkampani yaseTshayina inamandla kakhulu, ineendleko zemveliso eziphantsi kuneemveliso ze-solar modules kwimarike yaseMelika, ukusebenza kakuhle okuphezulu, kunye nokudalwa kwemisebenzi yasekuhlaleni eyi-1,500.”
"I-China ngumdlali obalulekileyo, nokuba yinkokeli, kwikhonkco lokubonelela ngeenkonzo kwihlabathi liphela." ULu Jing uthe, "Ngaphambili, iinjongo eziphambili zekhonkco lokubonelela ngeenkonzo yayikukwandisa ukusebenza kakuhle, ukongeza ixabiso kunye nokunciphisa iindleko; kodwa namhlanje, izinto zezopolitiko ziqhuba 'iindonga' zamanye amazwe aphuhlileyo ziphezulu nangakumbi. Nangona kunjalo, ukugqitywa kwehlabathi lonke kotshintsho lwamandla acocekileyo akunakuhlukaniswa nekhonkco lokubonelela ngeenkonzo laseTshayina."
Ukwathe, “Iinkampani zaseTshayina ezisebenzisa amandla acocekileyo ziya kujongana nemingeni emininzi eMelika naseYurophu, kodwa ngethemba lokuba iinkampani zaseTshayina ziya kukwazi ukufaka izinto ezifunekayo kushishino, ukuvelisa imveliso yasekuhlaleni kunye nokuqesha abasebenzi basekuhlaleni.”
Okwangoku, i-US iqalise izikhuthazo zerhafu kunye neenkxaso-mali kwiinkampani ezenza izixhobo zelanga. Ukuze kukhuthazwe utyalo-mali kwiiprojekthi zamandla elanga kunye nemveliso yasekuhlaleni, urhulumente wase-US uqalise uthotho lwezikhuthazo zerhafu. Phakathi kwazo, ikhredithi yerhafu yotyalo-mali (i-ITC) ivumela iiprojekthi zelanga ezifanelekileyo ukuba zifumane ikhredithi yerhafu yexesha elinye ukuya kuthi ga kwi-30% kunyaka iprojekthi eqalisiweyo ukusebenza.
Ukuba le projekthi iyahlangabezana neemfuno zemveliso yasekuhlaleni, ipesenti yetyala lerhafu inokunyuswa iye kwi-40%. Ukongeza, i-US inikezela ngeTyala leMveliso (PTC), elibonelela ngenkxaso-mali yeminyaka eli-10 yombane oveliswa yiprojekthi yokuvelisa umbane, kunye nesixa senkxaso-mali esifakelwayo minyaka le kwaye sihlengahlengiswe ngokwexabiso lokunyuka kwamaxabiso. Ukuze kukhuthazwe uphuhliso lwenkqubo yokubonelela ngemveliso yelanga yasekhaya, urhulumente wase-US udale isikhuthazo sokuvelisa imveliso yasekhaya, esifuna ukuba zonke intsimbi ezisetyenziswa kwiprojekthi zivele e-US, kwaye inxalenye yemveliso eyenziweyo yasekhaya idlule kwi-40% yexabiso lilonke (eliza kunyuka liye kwi-55% kwiiprojekthi eziqala ukwakhiwa emva kowama-2026).
Ukususwa kwezi nkxaso-mali kuza kubeka uxinzelelo lokusebenza kubavelisi. Nangona kunjalo, ngokutsho kovavanyo lweStandard Chartered, iinkampani zaseTshayina ziya kukwazi ukugcina inzuzo.
ULu Jing akazange acacise ukuba zeziphi iinkampani zaseTshayina ezityale imali eMelika. Kodwa intatheli ifumanise ukuba kukho iinkampani ezininzi zamandla elanga eziye zaseka izityalo zemveliso eMelika.
Okwangoku, iTrina Solar yakha isityalo sokwenza i-photovoltaic yelanga eWilmer, eTexas, e-USA, esinomthamo ocwangcisiweyo we-5GW kunye notyalo-mali olungaphezulu kwe-$200 yezigidi, okulindeleke ukuba luqalise ukusebenza ngo-2024 kwaye luza kuqalisa iimodyuli zalo eziphambili zelanga ezinamandla aphezulu ezikhupha amandla aphezulu.
I-LONGI Green Energy yakhe isityalo se-Illuminate USA module ePatuxent, e-Ohio, e-USA ngokubambisana ne-Invenergy, umphuhlisi wamandla ahlaziyekayo nacocekileyo wase-US, onamandla e-5GW, aqaliswe ukusebenza ngo-2023 kwaye akwimeko entle yokusebenza, kwaye apho i-LONGI Green Energy inesabelo se-49%.
I-JA Solar yakha isityalo sayo sokuqala sokuvelisa e-US ePhoenix, eArizona, sinomthamo ocwangcisiweyo omalunga ne-2GW (okanye kuthiwa yi-400MW ngonyaka) kunye notyalo-mali lwe-US $60 yezigidi ukuvelisa iiphaneli ze-PV ezisebenzayo kakhulu.
IJinkoSolar yakhe umgca omtsha wokuvelisa iimodyuli zelanga eJacksonville, eFlorida, e-US, yaza yaphucula yaza yandisa isityalo sayo seemodyuli ze-PV esikhoyo, kwaye ifumene iikhredithi zerhafu.
I-AT&S yaseka isityalo seemodyuli ze-PV zelanga eMesquite, eTexas, esinomthamo we-5GW kunye notyalo-mali olungaphezulu kwe-US $250 yezigidi, oluye lwafakwa kurhwebo, kwaye iimodyuli ze-TOPCon ezivelisiweyo zithunyelwe kubasasazi belanga baseMelika.
Imveliso ye-PV module yaseTshayina kunye nomthamo wokuthumela ngaphandle uphakathi kwezona ziphezulu kwihlabathi liphela, nto leyo ebonisa ukhuphiswano lwayo olukhulu kwimarike.
Ngokwezibalo ezivela kwi-International Energy Agency (IEA) kunye neminye imibutho, iTshayina ilawula uthotho lweshishini le-PV lwehlabathi. Ngowama-2022, imveliso yaseTshayina ye-polysilicon, ii-silicon wafers, iiseli kunye neemodyuli zabalelwa kwi-86%, 98%, 84% kunye ne-88% yemveliso yehlabathi, ngokwahlukeneyo, nto leyo ebonisa iingenelo ezibalulekileyo zaseTshayina kwicandelo lemveliso ye-PV.
UYin Xiaopeng, umlawuli we-Global Value Chain Research Institute kwiYunivesithi yeShishini leHlabathi kunye noQoqosho (i-UIBE), uthe kwi-2nd Chain Expo ukuba ukuveliswa kwamandla e-PV lishishini elikhuphisanayo eTshayina, kwaye amashishini aseTshayina aneendlela zoyilo kwicandelo le-PV elingaphezulu, eliphakathi nelisezantsi, uyilo olugcina inzuzo kushishino.
