Squeezing European Hnub Ci Hluav Taws Xob Cov Hluav Taws Xob kom txwv kev tsim kho tshiab thiab sib koom ua ke Tuam Tshoj txoj haujlwm tseem ceeb

Lub sijhawm nyuaj rau cov tuam txhab hluav taws xob nyob sab Europe hnub ci yuav txuas ntxiv mus raws li Tuam Tshoj nthuav dav overcapacity qhia tias tsis muaj cov tsos mob ntawm kev qaug zog, ua rau muaj kev pheej hmoo ntawm kev siv tshuab rov qab rau cov tuam txhab hauv tsev.

Raws li cov chaw tos txais pab pawg European Solar Manufacturing Council, tshaj 3 gigawatts ntawm hnub ci tsim muaj peev xwm tam sim no ntsib qhov kev pheej hmoo ntawm kev kaw, ua raws li ntau pua txoj haujlwm. Thaum lub hnub ci kev teeb tsa lub zog muaj kev vam meej, cov nqi qis hnub ci vaj huam sib luag tuaj ntawm Tuam Tshoj kuj tseem vam meej.

Nrog rau kev poob qis ntawm cov nqi hnub ci hnub ci hauv 2023, qee cov tuam txhab lag luam nyob sab Europe tau kaw cov chaw tsim khoom, tawm hauv khw, lossis ploj mus. Fabkis lub hnub ci hluav taws xob chaw tsim tshuaj paus Systovi SAS yog ib qho ntawm cov tuam txhab tshiab tshaj plaws, ua raws li cov khoom lag luam loj xws li Norwegian Crystal thiab REC Silicon.

Systovi tau hais txog kev pov tseg ntawm cov vaj huam sib luag hauv Tebchaws Europe kom muaj peev xwm ntau lawm hauv Suav teb thiab kaw cov khoom suav hauv Asmeskas kev lag luam.

Lub tuam txhab tau hais rau lub Peb Hlis 14th tias "thaum tsis muaj kev tswj hwm tsim nyog, qhov xwm txheej no tau ua rau cov khoom lag luam Suav tau muag ntau ntawm kev poob hauv Fabkis thiab European kev lag luam, thiab tau ua rau muaj kev txiav txim siab sai sai." .
Gunter Erfur, CEO ntawm Swiss hnub ci module chaw tsim tshuaj paus Mayer Hamburg Technology AG, hais tias Suav exporters yog muag khoom rau cov European lag luam ntawm tus nqi qis dua, thaum qee cov neeg sib tw hauv zos kuj tseem txo nqi.

Yog li ntawd, Meyer Burger tsis ua haujlwm rau nws 1. Nws yuav raug kaw mus tas li thaum lub Plaub Hlis kawg, thiab 400 tus neeg ua haujlwm yuav poob haujlwm.

Elford tau xaus lus hauv kev sib tham nrog cov tub ua lag luam thaum Lub Peb Hlis 14th, "Peb txoj kev npaj thawj zaug kom nce kev muag khoom ntau dua li 2022 tsis tau ua tiav."

Cov neeg tsim cai lij choj ntawm European Commission tsis txaus siab los teeb tsa kev lag luam teeb meem ntawm Suav cov khoom lag luam, thiab cov phiaj xwm nyiaj pab xav tau los ntawm cov tuam txhab hnub ci hauv tsev yuav tsis raug qhia.

Txawm li cas los xij, thaum Lub Plaub Hlis 3rd, European Commission tau tshaj tawm ob qhov kev tshawb nrhiav rau Suav cov tuam txhab hnub ci raws li nws cov kev cai nyiaj pab txawv teb chaws. Cov tuam txhab no tau xav tias yuav tau txais txiaj ntsig los ntawm Romania qhov tsis ncaj ncees hauv kev sib cog lus yeej.

Cov kws tshuaj ntsuam xyuas hais tias nyob rau hauv lub neej yav tom ntej, tus nqi ntawm cov hnub ci vaj huam sib luag nyob hauv Europe yuav nyob qis qis.

Jessica Jin, Senior Solar Analyst ntawm S&P Global Commodity Insight, tau hais tias, "kev muaj peev xwm dhau mus yuav txuas ntxiv mus rau ntau xyoo."

Jin tau hais tias xyoo tas los lub ntiaj teb module tsim muaj peev xwm tshaj 1000 gigawatts, thiab qhov kev thov rau kev teeb tsa tshiab tsuas yog tshaj 500 gigawatts. Nws hais ntxiv, "Tuam Tshoj muaj ntau dua 80% ntawm lub ntiaj teb no muaj peev xwm tsim tau thiab tseem yuav tswj hwm kev xa tawm siab."