Amandla afakiwe e-India engxenyeni yokuqala yonyaka adlula u-2020, okuzozuzisa izinkampani eziningi

Muva nje, ngokusho kwemibiko yabezindaba yangaphandle, umthamo we-solar photovoltaic efakwe emakethe yaseNdiya engxenyeni yokuqala yonyaka ukhuphuke kakhulu unyaka nonyaka, wafinyelela ku-4.87GW.Akukhona nje kuphela ukuthi kube ukwanda okubukhali kwama-274.6% uma kuqhathaniswa ne-1.3GW ngesikhathi esifanayo ngonyaka odlule, kuphinde kweqa umthamo ofakiwe we-3.2GW unyaka wonke ka-2020, okwedlula kude okulindelwe yimakethe.

Ithintwe yi-Covid-19 ngo-2020, i-India ivale izwe futhi ukwakhiwa kwamaphrojekthi amaningi wamandla amasha kuphoqeleke ukuthi kumiswe, okuholele ekwehleni okukhulu kokufakwa okusha kwe-photovoltaic.Ngo-2021, isimo saseNdiya sokulwa nobhubhane asikabi nathemba, kodwa amandla e-photovoltaic asanda kufakwa akhule kakhulu, aze adlula i-3.2GW ngesikhathi esifanayo ngo-2019, okungelula.

Ngokusho kwezibikezelo zezimboni, uma i-India ingaqhubeka nokugcina leli zinga lokukhula, umthamo omusha wonyaka ofakiwe we-2021 uzodlula i-10GW, ubuyele esikhundleni sawo njengemakethe yesithathu enkulu ye-photovoltaic emhlabeni.

I-India izozuza lo mphumela ngaphansi kwezimo ezinzima kangaka, ikakhulukazi ngenxa yenqubomgomo entsha yentela emenyezelwe nguNgqongqoshe Wezamandla Amasha kanye Namandla Avuselelwayo wase-India ekuqaleni konyaka.Kusukela mhla lu-1 kuMbasa wezi-2022, ama-20 % amanani entengo, kanye nezintela ezingama-40% ezizokhokhiswa ezingxenyeni ezingeniswa kwamanye amazwe.

Lokhu ikakhulukazi ukuvikela izinkampani zendawo ze-photovoltaic, kodwa abafaki bendawo bazi kahle ukuthi imikhiqizo ye-photovoltaic ekhiqizwa izinkampani zendawo ayilungile njengamamojula angenisiwe futhimc4 izixhumikusuka eShayina ngokwamanani nekhwalithi.Ngakho-ke, baye basheshisa ijubane labo ukuze benze ukwakhiwa kwephrojekthi ye-photovoltaic ngaphambi kwezindleko ezintsha.

Ngemuva kwemiphumela emihle kangaka emakethe ye-photovoltaic yaseNdiya, izinkampani eziningi zaseShayina ze-photovoltaic nazo zizozuza.

Ngokohlu lwezikhundla lwemakethe yamandla elanga yaseNdiya eyamenyezelwa ngaphambilini yiMercom India Research.Engxenyeni yokuqala ka-2020, i-Sungrow ingumphakeli omkhulu kakhulu wama-inverter amaphakathi elanga e-India, kanti i-Huawei ingumphakeli omkhulu kakhulu wama-inverter ezintambo eNdiya.Ukuvela kabusha kwemakethe yaseNdiya kuzovumela ukuthunyelwa kweSungrow neHuawei eNdiya ukuthi kukhule ngokuqhubekayo.

Mayelana nezingxenye, inkampani enokuthunyelwa okukhulu kakhulu eNdiya engxenyeni yokuqala ka-2020 inkampani esiyijwayele.Ukukhuphuka kwemakethe yaseNdiya kunokubaluleka okukhethekile kakhulu kuLongi.

Ngokombiko wonyaka ka-2020 kaLongi, kuma-yuan ayizigidi eziyizinkulungwane ezingama-54.583 emalini engenayo, ama-yuan ayizigidi eziyizinkulungwane ezingama-33.122 avela eChina, alinganiselwa ku-60.7%, kodwa imali engenayo yesifunda sase-Asia-Pacific ingama-yuan ayizigidi eziyizinkulungwane ezingama-7.522 kuphela, ibalwa ku-13.8%.

Amandla emakethe yaseShayina kanye nobuthakathaka bokuhlelwa kwemakethe yaphesheya kwezilwandle ebuthakathaka kuvele ngesikhathi esifanayo.Ukukhuphuka kwemakethe yaseNdiya kuzosiza iLongi ukuthi inyuse imali engenayo ezimakethe zaphesheya.Ukuze kuphothulwe umthamo wonyaka ka-2021 wokuthumela we-40GW (okuhlanganisa nokuzisebenzisa), "okuhlosiwe okuncane" kwemali engenayo yonyaka yama-yuan ayizigidi eziyizinkulungwane ezingu-85.

Kodwa-ke, ngenxa yezidingo zesu lokuhlelwa kwezimakethe zomhlaba, i-Longi kungenzeka futhi yakhe isizinda sokukhiqiza e-India njenge-Sungrow, ukuze igweme kangcono imigoqo yokuhweba.