Ishishini elitsha lamandla liye lazabalaza ukususela ekupheleni kwe-2021. I-CSI New Energy Index iye yawa ngaphezu kwesibini kwisithathu, ibamba abatyali-mali abaninzi. Ngaphandle kweendibano ngamaxesha athile kwiindaba zomgaqo-nkqubo, ukubuyiswa okuhlala kuhleli kuhlala kunzima. Nasi isizathu:
1. Umthamo ogqithisileyo
Unikezelo olugqithisileyo yeyona ngxaki inkulu kushishino. Umzekelo, imfuno yehlabathi yofakelo olutsha lwelanga ngo-2024 inokufikelela malunga ne-400-500 GW, ngelixa umthamo uwonke wemveliso sele ungaphezulu kwe-1,000 GW. Oku kukhokelela kwiimfazwe ezibukhali zamaxabiso, ilahleko enzima, kunye nokubhalwa phantsi kwee-asethi kulo lonke ikhonkco lokubonelela. Kude kube kususwa umthamo we-surplus, imakethi ayinakufane ibone ukuphindaphindwa okuzinzileyo.
2. Ukutshintsha kweteknoloji ngokukhawuleza
Ukutsha okukhawulezayo kunceda ukunciphisa iindleko kunye nokukhuphisana namandla emveli, kodwa kwakhona ukuguqula utyalo-mali olukhoyo lube yimithwalo. Kwilanga, itekhnoloji entsha efana ne-TOPCon ithatha indawo ngokukhawuleza iiseli ze-PERC ezindala, zilimaza iinkokeli zentengiso ezidlulileyo. Oku kudala ukungaqiniseki nakubadlali abaphezulu.
3. Ukunyuka kweengozi zorhwebo
I-China ilawula imveliso yamandla amatsha ehlabathi, iyenza ibe yinto ekujoliswe kuyo kwizithintelo zorhwebo. I-US kunye ne-EU baqwalasela okanye baphumeze amaxabiso kunye nophando kwiimveliso zaseTshayina zelanga kunye ne-EV. Oku kubeka emngciphekweni iimarike ezingundoqo ezithumela ngaphandle ezibonelela ngeengeniso ezibalulekileyo ukuxhasa ngemali iR&D yasekhaya kunye nokhuphiswano lwamaxabiso.
4. Ukucotha komgaqo-nkqubo wemozulu
Iinkxalabo zokhuseleko lwamandla, imfazwe yaseRussia-Ukraine, kunye nokuphazamiseka kobhubhane kukhokelele imimandla emininzi ukulibazisa iinjongo zekhabhoni, ukucothisa ukukhula kwemfuno yamandla entsha.
Kufuphi
Umthamo ogqithisileyoiqhuba iimfazwe zamaxabiso kunye nelahleko.
Tech shiftsyenza iinkokheli zangoku zibe sesichengeni.
Imingcipheko yorhwebozoyikisa ukuthunyelwa kwempahla kumazwe angaphandle kunye neengeniso.
Ukulibaziseka komgaqo-nkqubo wemozuluinokucotha imfuno.
Nangona icandelo lirhweba ngembali esezantsi kwaye imbonakalo yalo yexesha elide yomelele, le mingeni ithetha ukuba utshintsho lokwenene luya kuthatha ixesha kunye nomonde.
Ixesha lokuposa: Jul-08-2025
