Ishishini elitsha lamandla liye lasokola ukusukela oko lafikelela esicongweni ekupheleni kuka-2021. I-CSI New Energy Index iye yehla ngaphezulu kwesibini kwisithathu, yabamba abatyali-mali abaninzi. Nangona ngamanye amaxesha bedibana kwiindaba zomgaqo-nkqubo, ukubuyiselwa kwemali okuhlala ixesha elide kusenzima. Nasi isizathu:
1. Umthamo ogqithisileyo kakhulu
Ukubonelela ngokugqithisileyo yeyona ngxaki inkulu kushishino. Umzekelo, imfuno yehlabathi yokufakelwa kwezibane ezintsha ngo-2024 inokufikelela kwi-400-500 GW, ngelixa amandla emveliso iyonke sele edlula i-1,000 GW. Oku kukhokelela kwiimfazwe ezinkulu zamaxabiso, ilahleko enkulu, kunye nokubhalwa phantsi kweeasethi kulo lonke uthotho lokubonelela. De kube amandla angaphezulu agqityiwe, imakethi ayinakukwazi ukubona ukubuyela umva okuqhubekayo.
2. Utshintsho olukhawulezayo lwetekhnoloji
Utshintsho olukhawulezileyo lunceda ekunciphiseni iindleko kwaye lukhuphisane namandla emveli, kodwa lukwaguqula utyalo-mali olukhoyo lube yimithwalo. Kwilanga, ubuchwepheshe obutsha obufana ne-TOPCon buthatha indawo yeeseli ze-PERC ezindala ngokukhawuleza, bulimaza iinkokheli zemarike zangaphambili. Oku kudala ukungaqiniseki kwanabadlali abaphambili.
3. Ukunyuka kweengozi zorhwebo
I-China ilawula imveliso yamandla amatsha kwihlabathi liphela, nto leyo eyenza ukuba ibe yindawo ekujoliswe kuyo imiqobo yorhwebo. I-US kunye ne-EU zicinga okanye ziphumeza iirhafu kunye nophando kwiimveliso zelanga zaseTshayina kunye nee-EV. Oku kusongela iimarike eziphambili zokuthumela ngaphandle ezibonelela ngenzuzo ebalulekileyo ukuxhasa uphando nophuhliso lwasekhaya kunye nokhuphiswano lwamaxabiso.
4. Isantya somgaqo-nkqubo wemozulu esicothayo
Iinkxalabo zokhuseleko lwamandla, imfazwe phakathi kweRashiya neUkraine, kunye nokuphazamiseka kobhubhane kukhokelele kwimimandla emininzi ukuba ilibazise iinjongo zekhabhoni, nto leyo enciphisa ukukhula kwemfuno entsha yamandla.
Kufuphi
Umthamo ogqithisileyoiqhuba iimfazwe zamaxabiso kunye nelahleko.
Utshintsho lweTekhnolojiyenza iinkokeli zangoku zibe sesichengeni.
Iingozi zorhwebozisongela ukuthunyelwa kwamanye amazwe kunye nenzuzo.
Ukulibaziseka kwemigaqo-nkqubo yemozuluingacothisa imfuno.
Nangona eli candelo lirhweba phantsi kweemeko eziphantsi kakhulu kwimbali kwaye umbono walo wexesha elide uqinile, le mingeni ithetha ukuba utshintsho lokwenyani luya kuthatha ixesha nomonde.
Ixesha leposi: Julayi-08-2025
