Kua raru te umanga pūngao hou mai i tōna ekenga ki tōna tihi i te mutunga o te tau 2021. Kua heke te CSI New Energy Index ki te rua hautoru, ā, he maha ngā kaipupuri moni kua mau. Ahakoa ngā pikinga o ngā purongo kaupapa here i ētahi wā, kāore tonu i te kitea he whakaoranga pumau. Anei te take:
1. Te nui rawa o te kaha
Ko te nui rawa o te tuku te raruraru nui rawa atu o te umanga. Hei tauira, ko te hiahia o te ao mō ngā whakaurunga hiko pūngao rā hou i te tau 2024 ka eke pea ki te 400-500 GW, engari kua neke atu i te 1,000 GW te kaha whakaputa katoa. Ka arahi tēnei ki ngā pakanga utu nui, ngā mate nui, me ngā hekenga rawa puta noa i te mekameka tuku. Kia whakakorea rā anō te kaha nui, kāore pea te mākete e kite i te hokinga pumau.
2. Ngā panonitanga hangarau tere
Mā te auahatanga tere ka āwhina i te whakaiti i ngā utu me te whakataetae ki te pūngao tuku iho, engari ka huri hoki i ngā haumitanga o nāianei hei taumahatanga. I roto i te pūngao rā, kei te tere te whakakapi a ngā hangarau hou pēnei i a TOPCon i ngā pūtau PERC tawhito, ka pā kino ki ngā kaiārahi mākete o mua. Ka puta he āwangawanga ahakoa mō ngā kaitākaro matua.
3. Te pikinga ake o ngā mōrearea hokohoko
Ko Haina te rangatira o te hanga pūngao hou o te ao, ā, ka waiho hei whāinga mō ngā arai hokohoko. Kei te whakaarohia, kei te whakatinanahia rānei e te US me te EU ngā taripa me ngā rangahau mō ngā hua hiko pūngao rā me ngā hua hiko hiko o Haina. He tūmomo whakawehi tēnei i ngā mākete kaweake matua e whakarato ana i ngā hua nui hei putea i te R&D ā-rohe me te whakataetae utu.
4. Te puhoi haere o te kaupapa here āhuarangi
Nā ngā āwangawanga mō te haumarutanga o te pūngao, te pakanga i waenganui i a Rūhia me Ukraine, me ngā raruraru o te mate urutā, kua whakaroahia e te maha o ngā rohe ngā whāinga waro, ā, kua whakaroahia te tipu o te tono mō te pūngao hou.
I roto i te poto
Te kaha rawa atuka ārahi i ngā pakanga utu me ngā mate.
Ngā panonitanga hangaraumeinga ngā kaiārahi o nāianei kia ngoikore.
Ngā mōrearea hokohokoka whakawehi i ngā kaweake me ngā hua.
Ngā whakaroa kaupapa here āhuarangitērā pea ka whakaroa i te tono.
Ahakoa kei ngā taumata iti rawa te hokohoko a te rāngai, ā, he kaha hoki tōna tirohanga mō te wā roa, ko te tikanga o ēnei wero ka roa te wā me te manawanui ki te hurihanga tuturu.
Wā tuku: Hōngongoi-08-2025
