Ntau yam hauv txoj cai thiab kev lag luam ua rau muaj kev sib tw dhau
Qee cov lag luam hauv Suav tau ua dhau los lawm. Uas yog, nrog rau peb cov industrialization tiav, qee qhov peev xwm tsim tau nyuab nyuab zom tom qab peb ua tiav tiav industrialization. Piv txwv li, cov khoom siv hluav taws xob tsim tam sim no tsis tuaj yeem txeeb tau. Cov ntaub ntawv qhia tau hais tias nyob rau xyoo 2012, Tuam Tshoj lub thermal fais fab khoom siv peev, hydropower cov cuab yeej muaj peev xwm, nuclear fais fab tuag peev nyiaj siv yog 70% -75%, cov khoom siv yees duab photovoltaic siv tsawg dua 60%, cua cov cuab yeej siv zog tsawg dua 70%, transformer kev lag luam Lub peev xwm siv tau yog tsuas yog kwv yees li 50%. Tag nrho lub peev xwm ntawm peb lub chaw nres tsheb fais fab boiler nroj tsuag yog 90 lab kilowatts, tab sis qhov tseeb cov zis tsuas yog 50 lab kilowatts, thiab lub peev xwm siv npaum li cas tsuas yog 55.56%.
Tam sim no, muaj ntau cov khoom siv hluav taws xob, tshwj xeeb tshaj yog photovoltaics, cua tshuab hluav taws xob thiab lwm yam kev lag luam zoo nrog txoj cai txhawb. Nyob rau hauv lub xyoo dhau los no, kom muaj peev xwm ua kom muaj zog cov kev hloov kho thiab txhawb kev txuag lub zog thiab txo qis qis, tsoomfwv tau nce kev txhawb zog rau cov chaw tshiab, xws li photovoltaics thiab cua zog. Rau cov tswv yim tsim txuj ci lag luam, ntau cov kev cai txhawb nqa tau raug nthuav tawm, uas ua rau muaj kev tshaj tawm txog ntau yam hauv ntau qhov chaw hauv ntau qhov chaw. Raws li tsis muaj kev npaj rau kev sib koom siab, muaj kev sib tw loj heev. Tam sim no, thermal cov cuab yeej siv hluav taws xob los kuj muaj kev cuam tshuam ntau heev. Vim muaj kev txuag lub zog thiab kev txo qis thiab kev txo pa phem, tsoomfwv txoj kev txhawb nqa rau thermal fais fab tau raug txo qis qis dua, thiab cov khoom siv tshiab tau raug txo kom tsawg, ua rau muaj cov khoom siv hluav taws xob.
"Qhov ntau dhau ntawm cov khoom siv hluav taws xob tsim xws li photovoltaics thiab cua zog kuj muaj feem xyuam rau nws tus yam ntxwv. Photovoltaic thiab cua zog yog tsis ruaj tsis khov kho nrog lub cev muaj zog hlav, thiab qhov chaw yog chaw taws teeb. Lub peev ntawm lub tshuab fais fab yuav tsum ua kom tiav qhov teeb meem ntawm cov nyiaj pab them nqi, cov kev sib txuas ntawm daim phiaj sib txuas, thiab cov khoom siv peev. Kev ua rau lwm cov neeg mob, feem ntau cov khoom yuav ua, tab sis cov pob yuav tsis khaws, thiab tsis muaj txoj kev los nqis peev. Tsis tas li, 90% ntawm Tuam Tshoj tus xa khoom xa hluav taws xob xa ua ntej pib tua cov kev tshawb fawb hauv Tebchaws Europe thiab Tebchaws Meskas, qhov txawv ntawm lub tebchaws tau tawm tuaj, tsuas yog tuaj yeem xa rov qab tuaj muag, tabsis cov lus teb tsis txaus, tsis txaus . "Zhongyu ntaub ntawv analyst Guan Daoli hais.
Lin Boqiang, tus thawj coj ntawm lub Tuam Tshoj Zog Economic Research Center ntawm Xiamen University, tau hais tias ntxiv nrog rau txoj kev txhawb nqa thiab kev tshawb nrhiav ob-thim rov qab, qhov qeeb ntawm qhov hluav taws xob coob xav tau xyoo dhau los kuj yog ib qho tseem ceeb ntawm cov khoom muaj nqis tshaj. Raws li Tuam Tshoj txoj kev loj hlob ntawm txoj kev lag luam, Txoj kev loj hlob ntawm txoj kev noj kev haus kuj yog kev txhawb ntxiv. Nyob hauv kev lag luam tag nrho, kev xav tau tsis muaj zog, thaum muaj peev xwm tsis tau qis dua, ua rau muaj kev mob loj heev.
Qee qhov kev siv cuab yeej ua kom muaj peev xwm ua tau raws li lub ntiaj teb
Nyob rau hauv 2012, lub ntiaj teb crystalline silicon module ntau lawm yog 60.3 GW (1GW = 1 lab kilowatts), ntawm qhov uas muaj peev xwm ntawm China tau siab li 40GW. Nyob rau hauv lwm yam lus, ob feem peb ntawm lub ntiaj teb lub PV muaj peev xwm nyob rau hauv Suav teb. Nyob rau hauv lub xyoo ntawd, lub peev xwm muaj peev xwm ntawm lub ntiaj teb photovoltaics yog 30.5GW.
Nyob rau hauv 2012, Tuam Tshoj lub PV tsim muaj peev ntau tshaj 40GW, thiab lub ntiaj teb PV installation lag luam yog txog 30GW, uas txhais tau hais tias Tuam Tshoj lub PV tsim muaj peev xwm ua tau raws li lub ntiaj teb no kev lag luam thiab yog nyob rau hauv ib qho kev tshaj. Txawm hais tias cov zis ntawm cov hluav taws xob tsim hluav taws xob hauv hluav taws xob hauv kev tsim tawm hauv lub teb chaws Suav tau pib ua piv rau yav dhau los, nws tseem tshuav ntau tshaj ib nrab ntawm cov khoom muag thoob ntiaj teb. Nws tseem nyob rau hauv ib qho chaw seem ntau. Raws li cov nyuag PV ua lag luam tseem nthuav, cov nqi ntawm photovoltaic hluav taws xob tiam tseem yuav txo, thiab lub neej tom ntej Qhov teeb meem yuav txhim kho.
Ntxiv nrog rau photovoltaics, cua zog ntsib ib qho teeb meem zoo sib xws. Raws li kev txheeb xyuas tau, nyob rau xyoo 2011, lub peev txheej tsim tau ntawm Tuam Tshoj lub zog loj zog khoom tsim kev lag luam tau nce ntau tshaj 30 lab kilowatts. Xyoo 2011, Tuam Tshoj lub zog cua tshiab muaj peev xwm muaj peev xwm kwv yees li ntawm 17 lab kilowatts, down 6.85% los ntawm 2010. Nyob rau xyoo 2012, Tuam Tshoj lub zog hluav taws xob muaj peev xwm kwv yees txog Nws yog 14 lab kilowatts. Lub zog hluav taws xob kev lag luam muaj ntau tshaj li ob npaug ntawm qhov kev thov.
Overcapacity squeezes neeg nyiaj margins
Lub peev xwm ua lag luam ntau dhau tsis tuaj yeem muab tau, thiab nws kuj nyuab heev ntawm cov nyiaj ntawm lub tuam txhab. Mr. Xiang Yanmin, Party Secretary thiab General Manager ntawm TB Transformer Hengyang Transformer Co., dhau los no tau hais tias "overcapacity tau ua rau kev poob qis hauv cov nyiaj khwv tau los ntawm kev lag luam, feem ntau kev lag luam raug mob, cov khw muag khoom me me, thiab txo competitiveness ntawm domestic manufacturers. Lub txim ntawm ntau tshaj li ob npaug ntawm kev thov kev lag luam tau coj mus rau lub lag luam loj hlob ntawm kev sib txeeb tsis sib luag. "Ua ntsuas cov khoom siv hluav taws xob ua piv txwv, cov nqi ntawm cov khoom tau poob qis tag nrho, piv nrog 2008, tus nqi ntawm ib lab-chav tsev boiler tau raug txo los ntawm 340 million yuan, thiab tus nqi ntawm ib lub lab fais fab cog chav steam turbine tau nqis los ntawm 120 lab yuan.
Nyob rau hauv 2013, net profit ntawm Jinfeng Technology, lub chaw tsim tshuaj paus ntawm tag tshuab manufacturing, yog 400 lab yuan, tab sis net profit margin ntawm cov cua zog manufacturing ntu tau tsuas yog me ntsis ntau tshaj li 1%. Ntawm ntau lub subsidiaries ntawm Goldwind Technology, cov nyiaj paj ntawm Jinfeng Tianrun, uas yog lub ntsiab cua ua liaj ua teb, yog 15%, uas yog 10 npaug ntawm cov khoom siv nyiaj tsim sector. Kev lag luam ntseeg hais tias lub peev nyiaj ntau ntawm Goldwind Technology tau ruaj khov rau tag nrho cov nyiaj paj hloov.
Yuav ua li cas los txhim kho lub meej tshaj plaws ntawm tam sim no lub cev hluav taws xob tsim khoom kev lag luam, Lin Boqiang hais tias nyob rau hauv ib tes, los tsim cov lag luam domestic, kom zom zus tau los ntawm kev ua lag luam, tam sim no kev tswj ntawm smog, kev txuag hluav taws xob thiab kev txo qis, tsoom fwv tau ua photovoltaics, cua zog raws li ib tug tseem ceeb txhais tau tias, photovoltaic, Cua lub hwj chim ua lag luam muaj broad prospects rau txoj kev loj hlob. Lub lag luam loj hlob yog lub hauv paus rau kev nrhiav cov duab photovoltaics thiab cua. Ntawm qhov tod tes, tsuj kom cov lag luam mus "mus thoob ntiaj teb", piv nrog photovoltaics thiab cua zog, nws yog ua tau los txo cov pa phem thiab hlawv cov roj. Tsoomfwv tseem tsis tau txais kev pabcuam thermal hluav taws xob. Tuam Tshoj cov cuab yeej hluav taws xob hluav taws xob yog qhov chaw thoob ntiaj teb. Nws yuav tsum ceev cov "tawm mus" thiab daws qhov teeb meem ntawm overcapacity.
