Thaum Lub Rau Hli 6, Lub Tsev Dawb ntawm Tebchaws Meskas tau tshaj tawm tsab ntawv tshaj tawm tias nws yuav tso cai rau 24- lub hlis zam tariff rau hnub ci modules yuav los ntawm Cambodia, Malaysia, Thaib teb thiab Nyab Laj yav tom ntej.
Yav dhau los, Tebchaws Meskas tau ua qhov kev tshawb nrhiav "kev tiv thaiv kev hla" nyob rau sab hnub tuaj Asia, thiab qhov kev tshawb nrhiav tseem ceeb yog tsom rau Suav tuam txhab photovoltaic.
Tsis xav txog, nrog rau kev tshawb nrhiav, nyob rau lub Tsib Hlis ntawm lub xyoo no, US International Energy Agency tau hais tias qhov ceev ntawm lub hnub ci kev loj hlob hauv Tebchaws Meskas tau nqis los ntawm 6.8 feem pua. Ib nrab ntawm cov haujlwm hauv tsev photovoltaic yuav ntsib teeb meem kev teeb tsa rau lub xyoo no. " Thawj Tswj Hwm Biden tshaj tawm lub xeev xwm txheej ceev rau kev ruaj ntseg hluav taws xob nyob rau tib hnub thiab ncua kev txiav txim rau cov nqi se rau cov neeg Esxias sab hnub tuaj "kev tawm tsam" kev tshawb nrhiav.
"Cov nqi se ntawm thaj av loj thiab Taiwan tseem muaj txiaj ntsig," Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau hais ntxiv. Txawm li cas los xij, qhov no tseem tau txhais los ntawm cov neeg sab hauv kev lag luam raws li "Tebchaws Asmeskas tau hloov nws tus cwj pwm ntawm cov nqi se ntawm Tuam Tshoj". Nyob rau hnub ntawm kev tshaj tawm txoj cai tshiab, cov thawj coj hauv tsev PV module LONGi Green Energy, Trina Solar, JA Solar, thiab JinkoSolar tau nce 6.5 feem pua, 6.3 feem pua, 6 feem pua, thiab 8.9 feem pua, raws li.
Raws li yog vim li cas US PV txoj cai hloov pauv nyob rau sab hnub tuaj Asia yuav txhawb nqa cov nqi ntawm cov tuam txhab Suav PV, peb yuav tsum pib txij thaum pib.
Cov tuam txhab photovoltaic hauv tsev yuav ua rau kev loj hlob.
Kev ua si photovoltaic "vest".
Cov tariffs raug zam los ntawm tsoomfwv Meskas lub sijhawm no yog "kev tiv thaiv kev pab nyiaj txiag thiab kev tiv thaiv kev pov tseg", hu ua "kev tawm tsam thiab kev tawm tsam" cov haujlwm. Txoj cai tshiab tsis tso tseg lwm cov se, tab sis tsuas yog hais txog kev zam, uas yog, kev zam los ntawm kev nplua nuj nyob hauv ob xyoos tom ntej. Thiab hais tias yuav tsis muaj se ntxiv.
"Ob chav tiv thaiv" se thiab Tuam Tshoj cov tuam txhab photovoltaic muaj keeb kwm ntev.
Hauv xyoo 2012, Tebchaws Meskas tau ua "ob npaug-tiv thaiv" kev tshawb fawb ntawm Suav cov xov tooj hluav taws xob photovoltaic thiab cov khoom siv, thiab tau txiav txim siab txog kev ua haujlwm ntawm 14.78 feem pua rau 15.97 feem pua thiab cov dej num tiv thaiv ntawm 18.32 feem pua rau 249.96 feem pua ntawm cov tuam txhab suav nrog. Nyob rau hauv lub mainland, qhov chaw uas photovoltaic modules sib sau ua ke yog lub teb chaws ntawm lub hauv paus chiv keeb, yog li Suav manufacturers tau xaiv los nqis peev thiab tsim factories nyob rau hauv Southeast Asia, America, South America, Mexico thiab lwm qhov chaw nyob rau hauv thiaj li yuav zam lub "ob npaug rov qab" se. . Lub "vest" ntawm Southeast Asia.
Thaum Lub Kaum Ib Hlis xyoo tas los, Auxin Solar, lub tuam txhab Asmeskas photovoltaic hauv nroog hauv California, tau xa daim ntawv thov mus rau Ministry of Commerce kom nce nqi se vim tias nws tsis tuaj yeem sib tw nrog cov khoom lag luam nyob rau sab hnub tuaj Asia photovoltaic ntawm tus nqi. Daim ntawv thov kom meej meej hais txog Tuam Tshoj JinkoSolar. , LONGi, Canadian Solar, Trina Solar thiab lwm lub tuam txhab photovoltaic.
Daim ntawv thov raug tsis lees paub los ntawm Ministry of Commerce vim tias "cov khoom suav no yuav tsum tau hloov pauv ntau yam hauv cov tebchaws Esxias yav Qab Teb Hnub Tuaj thiab tsis muaj feem cuam tshuam rau cov nqi se", tab sis Auxin Solar tsis tso tseg, thiab xa daim ntawv thov rov qab rau lub Ob Hlis no. xyoo, hais tias lub tuam txhab Suav tau dhau qhov kev hloov pauv mus rau cov teb chaws Esxias sab hnub tuaj yeem zam US tariffs rau Suav cov khoom siv hnub ci, thiab cov chaw tsim khoom hauv cov teb chaws Esxias sab hnub tuaj kuj tseem siv ntau cov khoom siv hauv Suav teb, wafers thiab lwm yam khoom hauv cov txheej txheem ntau lawm.
Thaum kawg, Tebchaws Asmeskas Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau tshaj tawm "kev tiv thaiv kev tiv thaiv" kev tshawb nrhiav rau lub Peb Hlis 28 txhawm rau txheeb xyuas seb muaj pes tsawg feem ntawm photovoltaic modules tuaj rau Tebchaws Meskas tuaj ntawm Suav tuam txhab. Cov tuam txhab yuav raug "rov qab" cov nqi nplua txog li 250 feem pua (249.96 feem pua raws li 12- xyoo siab tshaj).
Txawm li cas los xij, tom qab kev tshawb nrhiav tau qhib, qhov kev cuam tshuam tsis zoo yuav muaj ntau dua li tsoomfwv Meskas tau xav txog thaum pib.
tua hauv ko taw
Qhov kev tshawb nrhiav "tiv thaiv kev hla" tsuas yog ua rau ntau tshaj 80 hnub, thiab kev zam tau raug zam. Qhov laj thawj ncaj qha yog tias qhov kev tshawb nrhiav yuav luag coj Asmeskas kev lag luam photovoltaic mus rau "chaos thiab stagnation".
Ob peb lub lis piam tom qab kev tshawb nrhiav, The New York Times tau tshaj tawm tias: "Cov tuam txhab photovoltaic cuam tshuam tau tso tseg lossis ncua 318 cov haujlwm photovoltaic nyob rau ob peb lub lis piam vim muaj kev txhawj xeeb tias Tebchaws Meskas yuav them se rau plaub lub tebchaws Esxias sab hnub tuaj, thiab ntau pua lub tuam txhab kuj tseem. xav txog kev tawm haujlwm. "
Kev tsim hluav taws xob photovoltaic nyob rau sab hnub tuaj Asia kuj yuav luag tuag tes tuag taw. Raws li kev tshawb fawb los ntawm American Solar Energy Industry Association, ze li ntawm 80 feem pua ntawm ntau dua 200 South Asian cov tuam txhab kev lag luam photovoltaic yuav zam US cov nqi se los ntawm kev ncua lossis tshem tawm cov khoom xa tawm hnub ci, thiab ze li 70 feem pua ntawm cov tuam txhab tau hais tias tsawg kawg. Txhawm rau tso 50 feem pua ntawm cov neeg ua haujlwm. Txij li 80 feem pua ntawm Asmeskas cov khoom xa tuaj los ntawm cov teb chaws Es Xias Qab Teb, feem ntau cov tuam txhab tau ncua lossis tshem tawm cov khoom xa tuaj, lossis ncaj qha nce nqi, ua rau yuav luag txhua lub zog hauv Teb Chaws Asmeskas ua tsis tiav, ua rau muaj kev kub ntxhov ntxiv.
Hopper, tus thawj tswj hwm ntawm Solar Energy Industries Association of America tau hais tias "Ib lub tuam txhab daim ntawv thov kom ua rau kev lag luam tuag tes tuag taw yog qhov tshwm sim tsis txaus ntseeg." "Southeast Asia cov khoom xa tuaj tau nres, US PV cog kev teeb tsa tau nres, thiab cov neeg ua haujlwm tau pib raug rho tawm haujlwm. Circumventing 'kev tshawb nrhiav cuam tshuam rau lub hnub ci kev lag luam thiab ua rau peb lub teb chaws txoj kev siv zog los tawm tsam kev hloov pauv huab cua."
"The Wall Street Journal" txawm hais tias Auxin Solar tau dhau los ua "lub tuam txhab photovoltaic uas cuam tshuam tshaj plaws" hauv Tebchaws Meskas.
Tau ntsib kev ntxhov siab ntawm kev lag luam photovoltaic, 20 US tus thawj tswj hwm hauv xeev, 22 US senators thiab 85 tus tswv cuab ntawm Pawg Neeg Sawv Cev koom ua ke hu rau Biden kom xaus qhov kev tshawb xyuas nyiaj txiag nyob rau sab hnub tuaj Asia tam sim rau lub Tsib Hlis 17. US Federal Energy Regulatory Commission thiab North American. Hluav Taws Xob Reliability Commission tseem tau tshaj tawm cov lus ceeb toom tias tam sim no lub peev xwm tsim hluav taws xob tsis tuaj yeem ua raws li qhov xav tau ntau ntxiv, thiab cov khoom siv thiab kev xav tau yog qhov tsis txaus ntseeg. Lub caij ntuj sov no, ntau qhov chaw yuav ntsib kev pheej hmoo ntawm hluav taws xob hluav taws xob thiab dov blackouts.
Koj paub, piv rau nws tus thawj coj, Biden muaj kev cuam tshuam ntau dua hauv kev hais txog kev sov siab thoob ntiaj teb thiab tsim cov thev naus laus zis huv huv. Thaum nws thawj zaug los ua haujlwm, nws tau tsim lub hom phiaj xav tau kev lag luam hluav taws xob hauv Teb Chaws Asmeskas los ntawm nws txoj kev vam khom rau cov roj fossil los ntawm 2035 thiab tso cai rau lub hnub ci kom tau raws li 40 feem pua ntawm cov hluav taws xob xav tau.
Tab sis raws li kev tshawb nrhiav neeg Esxias sab hnub tuaj tau nce mus, lub hom phiaj ntawd dhau los ua qhov tsis yooj yim.
Raws li US Photovoltaic Market Insights 2021 Kev Tshawb Fawb Kev Tshawb Fawb tsab ntawv tshaj tawm los ntawm Photovoltaic Industry Association (SEIA) thiab Wood Mackenzie, 13 feem pua ntawm cov tshuab hluav taws xob photovoltaic tau teem sijhawm ua tiav kev xa tawm hauv 2022 tau ncua ib xyoos lossis ntau dua, lossis raug tshem tawm. Tsoom Fwv Teb Chaws Asmeskas tsoom fwv hais tias cov khoom siv hluav taws xob tau ua rau Asmeskas tsis txaus ntawm cov khoom siv hnub ci thiab cov khoom siv, nrog txog ib nrab ntawm tag nrho cov hnub ci hluav taws xob xa mus thoob plaws Asmeskas xav tias yuav "muaj kev pheej hmoo" hauv 2023.
Tsis tas li ntawd, txij li thaum muaj tus kab mob sib kis nyob rau xyoo 2020, Tebchaws Meskas tau txhawb nqa ntau qhov kev pabcuam nyiaj txiag loj los txhawb kev lag luam, thiab kev nce nqi hauv tsev tau nce siab vim li ntawd, thiab kev txwv tus nqi nce kuj tau dhau los ua haujlwm tseem ceeb. . Teb Chaws Asmeskas Tus Neeg Sawv Cev Dai Qi tau hais rau lub Tsib Hlis 2 tias "txhua txoj cai ntsuas yuav raug coj los txwv tus nqi nce siab" thiab hais qhia tias txo cov nqi se ntawm Suav cov khoom lag luam tseem tab tom xav txog. Tsoomfwv Meskas Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam kuj tau tshaj tawm tsab ntawv tshaj tawm nyob rau tib hnub uas cov khoom siv silicon wafers txawv teb chaws, suav nrog Suav cov ntaub ntawv silicon, yuav tsis raug txwv los tiv thaiv kev hla.
Txhawm rau kom txuag tau nws tus kheej lub zog huv kev lag luam, nws yog qhov tsim nyog rau Tebchaws Meskas kom muab cov tebchaws Esxias sab hnub tuaj rau ob xyoos kev zam se. Feem ntau cov tuam txhab Esxias sab hnub tuaj yog cov tuam txhab nyiaj txiag hauv Suav teb, thiab cov khoom lag luam cuam tshuam thiab kev txhawb nqa kev lag luam kuj tau muab los ntawm Tuam Tshoj sab, uas yog sib npaug rau muab cov tuam txhab suav photovoltaic ob xyoos ntawm kev txo nqi se. Kev zam lub luag haujlwm. Txhawm rau kom rov qab tau txais kev txaus siab ntawm cov tuam txhab xa tawm, Lub Tsev Dawb kuj tseem hais ntxiv tias PV module tuam txhab (suav nrog cov tuam txhab hauv Suav teb) xa tawm mus rau Tebchaws Meskas thaum lub sijhawm zam yuav tsis cuam tshuam los ntawm "kev tiv thaiv kev tiv thaiv" kev tshawb nrhiav, thiab lawv yuav tsis raug. rau txim los ntawm "retrospective" tariffs.
Cov xov xwm zoo li no, txawm hais tias nws zoo li tsis muaj dab tsi cuam tshuam nrog Tuam Tshoj ntawm qhov chaw, yog qhov tsis ncaj qha rau Suav tuam txhab photovoltaic. Nws tsis yog qhov xav tsis thoob tias lawv cov nqi khoom lag luam tau nce siab heev nyob rau hnub ntawm New Deal.
Great American lag luam, zoo muag nyob rau hauv Tuam Tshoj
Qhov kev zam rau ob lub xyoos tau ncaj qha txhawb kev ntseeg siab ntawm kuv lub teb chaws photovoltaic sector, thiab photovoltaic Performance index nce 4.14 feem pua nyob rau hnub ntawd.
Txawm li cas los xij, txoj cai tseem muaj txiaj ntsig zoo dua rau Suav tuam txhab photovoltaic uas tau tsim cov chaw tsim khoom nyob rau sab hnub tuaj Asia. Piv txwv li, LONGi Green Energy thiab JA Technology tau tsim cov chaw tsim khoom hauv Malaysia thiab Nyab Laj, thiab Trina Solar tau tsim cov chaw lag luam hauv Nyab Laj thiab Thaib teb. Txawm hais tias nws yog ib sab lossis ob sab modules, Southeast Asia muaj cov nqi qis tshaj plaws, thiab yuav tsis yuam "ob npaug rov qab" thiab lwm yam nqi se hauv ob xyoos tom ntej. Rau cov qauv ib leeg, kev xa tawm los ntawm Tuam Tshoj yuav tsum tau them ntau dua 40 feem pua tariffs, thiab xa tawm los ntawm cov teb chaws Asia tsuas yog yuav tsum tau them 15 feem pua tariffs; rau ob-sided modules, exports los ntawm Tuam Tshoj yuav tsum tau them ntau tshaj 25 feem pua tariffs, los ntawm Exports los ntawm cov teb chaws Asia yog 0 tariffs.
Thaum Lub Rau Hli 6, Tebchaws Meskas kuj tau tshaj tawm cov cai tswjfwm txhawm rau txhim kho kev txhim kho ntawm kev lag luam photovoltaic. Piv txwv suav nrog kev tso cai rau kev siv hluav taws xob huv ntau dua rau hauv cov av pej xeem thiab nthuav tawm mus rau hauv nroog thiab nyob deb nroog; yuav txhawb kev sib txawv ntawm lub hnub ci kev ua lag luam los ntawm cov hauj lwm them nyiaj siab thiab tsim kom muaj lub zog huv huv uas muaj zog tsim khoom rau cov phooj ywg; nqis peev hauv Puerto Rico Nws tau tshaj tawm ntau lub hnub ci ua haujlwm, tshaj tawm tias los ntawm 2024, nws yuav ua tiav 22.5GW ntawm lub hnub ci muaj peev xwm nyob hauv Tebchaws Meskas, thiab lwm yam.
Tom qab qhov kev hloov pauv txoj cai yog qhov nce ntxiv ntawm kev tsim muaj peev xwm xav tau hauv Tebchaws Meskas, uas yuav ncav cuag 33 GW xyoo no, raws li TrendForce cov ntaub ntawv. Cov tuam txhab uas muaj feem ntau ntawm Asmeskas kev lag luam xa tawm kuj tseem yuav txhawb nqa cov ntsiab lus loj hlob tshiab, xws li JinkoSolar, uas suav txog 16.3 feem pua ntawm kev muag khoom hauv North America, Trina Solar, uas suav txog 10.54 feem pua ntawm kev muag khoom hauv Tebchaws Meskas, thiab 16.07 feem pua. ntawm kev muag khoom hauv Asmeskas ntawm LONGi Green Energy.
Qhov nce hauv qhov kev thov rau kev teeb tsa photovoltaic tseem yuav ua rau qhov kev thov rau inverters loj hlob. Tom qab lub photovoltaic raug teeb tsa, nws lub zog tsim hluav taws xob yog tam sim no ncaj qha, thiab nws tseem yog tam sim no ncaj qha tom qab lub zog cia. Cov tam sim no ncaj qha yuav tsum tau muab xa mus rau hauv daim phiaj, thiab ib qho inverter yuav tsum tau paub txog nws. Hauv thawj peb lub hlis twg ntawm 2021, tus thawj coj inverter Sungrow kev lag luam hauv Tebchaws Meskas suav txog 25 feem pua.
Tsis tas li ntawd, raws li Xinhua News Agency ntawm Washington tus neeg sau xov xwm Xu Yuan thiab The Wall Street Journal, tsis ntev los no tau tshaj tawm tias Tebchaws Meskas '301 tariffs rau Tuam Tshoj (cov khoom se suav nrog cov khoom siv hluav taws xob photovoltaic) yuav raug muab tshem tawm. Qhov no yog undoubtedly lwm xov xwm zoo rau Suav photovoltaic tuam txhab uas muag. Nws yog qhov pom tau tias kev sib raug zoo ntawm Tuam Tshoj thiab Tebchaws Meskas hauv kev lag luam photovoltaic yuav muaj kev sib haum xeeb ntau dua yav tom ntej. Txawm li cas los xij, Tebchaws Meskas tseem tab tom nthuav dav nws lub peev xwm tsim khoom hauv zos. Tom qab lub sijhawm zam ob xyoos xaus, qhov xwm txheej yuav txawv.