Muva nje, uLu Jing, uMongameli weStandard Chartered Bank (China) Limited, wembule ku-2nd Chain Expo, “Sifunde imithetho yase-US ukusiza ibhizinisi elikhulu lelanga ukuthi litshale imali futhi lihlale eTexas, e-US, ngenkathi siqinisekisa ukuthi ibhizinisi lingathola uxhaso lwezimali esikhathini eside. Senze ukuhlolwa kokwenzeka kwezinto - ingabe ibhizinisi lizokwazi ukuqhubeka liphila uma uxhaso lususwa ngemuva kokuba uTrump ethathe izintambo?”
Ekugcineni, i-Standard Chartered yaphetha ngokuthi “inkampani yaseShayina inamandla kakhulu, inezindleko zokukhiqiza eziphansi kunabakhiqizi bamamojula elanga emakethe yase-US, ukusebenza kahle okuphezulu, kanye nokudalwa kwemisebenzi yendawo engu-1,500.”
"I-China ingumdlali obalulekile, ngisho nomholi, ochungechungeni lokuhlinzeka ngogesi emhlabeni wonke." ULu Jing uthe, "Esikhathini esidlule, izinhloso eziyinhloko zochungechunge lokuhlinzeka ngogesi kwakuwukukhulisa ukusebenza kahle, ukwengeza inani nokunciphisa izindleko; kodwa namuhla, izici zezwe nezepolitiki ziqhubela phambili 'izindonga' zamanye amazwe athuthukile. Kodwa-ke, ukuqedwa komhlaba wonke koshintsho lwamandla ahlanzekile akunakuhlukaniswa nochungechunge lokuhlinzeka ngogesi lwaseShayina."
Uphinde wathi, “Izinkampani zamandla ahlanzekile zaseShayina zizobhekana nezinselele eziningi e-US naseYurophu, kodwa ngethemba ukuthi izinkampani zaseShayina zizokwazi ukufaka izinto ezidingekayo ochungechungeni lwezimboni, ekukhiqizweni kwendawo futhi ziqashe abasebenzi bendawo.”
Njengamanje, i-US isebenzise izikhuthazo zentela kanye nezibonelelo zezinkampani ezikhiqiza imishini yelanga. Ukuze kukhuthazwe ukutshalwa kwezimali kumaphrojekthi wamandla elanga kanye nokukhiqiza kwendawo, uhulumeni wase-US wethule uchungechunge lwezikhuthazo zentela. Phakathi kwazo, isikweletu sentela yokutshalwa kwezimali (i-ITC) sivumela amaphrojekthi afanelekayo elanga ukuthi athole isikweletu sentela esisodwa esingafika ku-30% ngonyaka iphrojekthi eqala ukusebenza ngawo.
Uma iphrojekthi ihlangabezana nezidingo zokukhiqiza zasendaweni, iphesenti lesikweletu sentela lingakhushulwa libe ngu-40%. Ngaphezu kwalokho, i-US inikeza i-Production Tax Credit (PTC), enikeza uxhaso lweminyaka eyi-10 lukagesi olukhiqizwa yiphrojekthi yokukhiqizwa kwamandla, kanye nenani lesibonelelo esifakwa minyaka yonke futhi silungiswe ngenxa yokwehla kwamandla emali. Ukuze kuthuthukiswe intuthuko yochungechunge lokuhlinzekwa kokukhiqiza amandla elanga lwasekhaya, uhulumeni wase-US udale isikhuthazo sokukhiqiza ekhaya, esidinga ukuthi yonke insimbi esetshenziswa kuphrojekthi kumele ivele e-US, nokuthi ingxenye yomkhiqizo owenziwe ekhaya idlula u-40% wezindleko zizonke (ezizokhushulwa zibe ngu-55% kumaphrojekthi aqala ukwakhiwa ngemva kuka-2026).
Ukususwa kwalezi zibonelelo kuzobeka ingcindezi yokusebenza kubakhiqizi. Kodwa-ke, ngokusho kokuhlolwa kwe-Standard Chartered, izinkampani zaseShayina zisazokwazi ukugcina izinzuzo.
ULu Jing akacacisanga ukuthi yiziphi izinkampani zaseShayina ezitshale imali e-United States. Kodwa intatheli ithole ukuthi kube nezinkampani eziningi zamandla elanga ezisungule izimboni zokukhiqiza e-United States.
Njengamanje, iTrina Solar yakha isitshalo sokukhiqiza i-photovoltaic yelanga eWilmer, eTexas, e-USA, esinomthamo ohleliwe ongu-5GW kanye nokutshalwa kwezimali okungaphezu kwamaRandi ayizigidi ezingama-200, okulindeleke ukuthi kuqaliswe ukusebenza ngo-2024 futhi izokwethula amamojula ayo amakhulu elanga akhipha amandla aphezulu.
I-LONGI Green Energy yakhe isitshalo se-Illuminate USA module ePatuxent, e-Ohio, e-USA ngokubambisana ne-Invenergy, unjiniyela wamandla avuselelekayo nahlanzekile wase-US, onamandla angu-5GW, aqaliswe ukusebenza ngo-2023 futhi asesimweni esihle sokusebenza, futhi lapho i-LONGI Green Energy inamasheya angu-49%.
I-JA Solar yakha isitshalo sayo sokuqala sokukhiqiza sase-US ePhoenix, e-Arizona, ngomthamo ohleliwe ongaba ngu-2GW (okushiwo ngenye indlela njengo-400MW ngonyaka) kanye nokutshalwa kwezimali okungu-$60 million ekukhiqizweni kwamaphaneli e-PV asebenza kahle kakhulu.
I-JinkoSolar yakhe umugqa omusha wokukhiqiza amamojula elanga eJacksonville, eFlorida, e-US, futhi yathuthukisa futhi yandisa isitshalo sayo esikhona samamojula e-PV, futhi ithole amakhredithi entela.
I-AT&S yasungula isitshalo se-solar PV module eMesquite, eTexas, esinamandla angu-5GW kanye nokutshalwa kwezimali okungaphezu kwamaRandi ayizigidi ezingama-250, okuye kwafakwa ekusebenzeni kwezentengiselwano, kanti amamojula e-TOPCon akhiqizwe athunyelwe kubasabalalisi belanga base-US.
Umthamo wokukhiqiza kanye nokuthumela kwamanye amazwe we-PV module yaseShayina uphakathi kwamazwe aphezulu emhlabeni, okubonisa ukuncintisana kwayo okukhulu emakethe.
Ngokwezibalo ezivela kwi-International Energy Agency (IEA) nezinye izinhlangano, iShayina ibusa uchungechunge lwemboni ye-PV yomhlaba wonke. Ngo-2022, ukukhiqizwa kweShayina kwe-polysilicon, ama-silicon wafers, amaseli namamojula kwabalelwa ku-86%, 98%, 84% kanye no-88% womkhiqizo womhlaba wonke, ngokulandelana, okubonisa izinzuzo ezibalulekile zeShayina emkhakheni wokukhiqiza we-PV.
UYin Xiaopeng, umqondisi we-Global Value Chain Research Institute ye-University of International Business and Economics (UIBE), uthe kwi-2nd Chain Expo ukuthi ukukhiqizwa kukagesi we-PV kuyimboni encintisanayo eShayina, futhi amabhizinisi aseShayina anezakhiwo emkhakheni we-PV ongaphezulu, ophakathi nophansi, okuyisakhiwo esigcina inzuzo embonini.
