Lifeme tse nang le motlakase o lekaneng oa gridi li ka thusa ho holisa keketseho sebakeng seolitsamaiso tsa letsatsi, 'me mehato ea morao tjena ea ho laela hore ho lokisoe bocha ha PV mehahong e seng e ntse e le teng le eona e ka phahamisa 'maraka, joalo ka ha setsebi Frank Haugwitz a hlalosa.

Ho bile le mehato e mengata e nkiloeng ke balaoli ba Chaena ho fihlela phokotso ea mosi o kotsi, tšusumetso e 'ngoe ea hang-hang ea maano a joalo ke hore PV ea letsatsi e ajoang e fumane bohlokoa bo boholo, hobane feela e nolofalletsa lifeme ho sebelisa, sebakeng seo, matla a tsona a hlahisoang sebakeng seo, ao hangata a theko e tlase haholo ho feta matla a fanoang ke gridi - haholo-holo nakong ea lihora tsa tlhokeho e phahameng. Hona joale, nako e tloaelehileng ea puseletso ea sistimi ea marulelo ea khoebo le indasteri (C&I) Chaena ke lilemo tse ka bang 5-6. Ho feta moo, ho kenngoa ha matla a letsatsi marulelong ho tla thusa ho fokotsa mehato ea carbon ea bahlahisi le ho itšetleha ha bona ka matla a mashala.

Mafelong a Phato Tsamaiso ea Naha ea Matla ea Chaena (NEA) e amohetse lenaneo le lecha la teko le etselitsoeng ka ho khetheha ho khothaletsa ho kenngoa ha PV ea letsatsi e ajoang. Ka hona, qetellong ea 2023, mehaho e seng e ntse e le teng e tla hlokeha ho kenyaSistimi ea PV ea marulelong.

Tlas'a taelo, bonyane peresente ea meaho e tla hlokahala ho kenyaPV ea letsatsi, ka ditlhoko tse latelang: meaho ya mmuso (e seng ka tlase ho 50%); meaho ya setjhaba (40%); meaho ya kgwebo (30%); le meaho ya mahaeng (20%), ho pholletsa le ditereke tse 676, e tla hlokeha ho ba lesistimi ea marulelo a letsatsiHa re nahana ka 200-250 MW ka setereke, tlhoko eohle e tsoang lenaneong lena feela e ka ba pakeng tsa 130 le 170 GW bofelong ba 2023.

Tebello ea nako e haufi

Ho sa tsotelehe tšusumetso ea maano a khabone e habeli le taolo e habeli, libekeng tse robeli tse fetileng litheko tsa polysilicon li ntse li eketseha - ho fihla ho RMB270/kg ($41.95).

Likhoeling tse 'maloa tse fetileng, ho tloha boemong ba ho se be le phepelo e lekaneng ho ea boemong ba khaello ea phepelo hona joale, ho putlama ha phepelo ea polysilicon ho lebisitse ho lik'hamphani tse teng le tse ncha tse phatlalalitseng boikemisetso ba tsona ba ho haha ​​​​matla a macha a tlhahiso ea polysilicon kapa ho eketsa lits'ebeletso tse teng. Ho ea ka likhakanyo tsa morao-rao, ha feela merero eohle e 18 ea poly e reriloeng hona joale e phethiloe, kakaretso ea lithane tse limilione tse 3 tsa tlhahiso ea polysilicon ea selemo le selemo e ka eketsoa ka 2025-2026.

Leha ho le jwalo, nakong e haufi, ditheko tsa polysilicon di lebelletswe ho dula di le hodimo, ka lebaka la phepelo e fokolang e eketsehileng e tlang inthaneteng dikgweding tse mmalwa tse tlang, le ka lebaka la phetoho e kgolo ya tlhokeho ho tloha ka 2021 ho ya selemong se tlang. Dibekeng tse mmalwa tse fetileng, diprovense tse se nang palo di amohetse diphaephe tsa projeke ya letsatsi ya di-gigawatt tse nang le dinomoro tse pedi, boholo ba tsona bo rerilwe ho hokelwa ho gridi ka Tshitwe selemong se tlang.

Bekeng ena, nakong ea seboka sa semmuso sa boralitaba, baemeli ba NEA ea Chaena ba phatlalalitse hore, pakeng tsa Pherekhong le Loetse, ho kentsoe matla a macha a tlhahiso ea PV ea letsatsi a 22 GW, a emelang keketseho ea 16%, selemo le selemo. Ha ho nahanoa ka tsoelo-pele ea morao tjena, Asia Europe Clean Energy (Solar) Advisory e hakanya hore ka 2021 'maraka o ka hola pakeng tsa 4% le 13%, selemo le selemo - 50-55 GW - ka hona o tšela letšoao la 300 GW.

Frank Haugwitz ke motsamaisi oa Asia Europe Clean Energy (Solar) Advisory.