Hnub Ci Module Nqe Hike Los cuam tshuam 4.4 GW Ntawm Hnub Ci Nyiaj Tau Los hauv Is Nrias teb

Tsav los ntawm cov nqi polysilicon, hnub ci cell thiab module nqi hauv Is Nrias teb tau nce ntau dua 40 feem pua ​​​​hauv 18 lub hlis dhau los. Txawm li cas los xij, kev sib tw tariffs tseem qis dua cov qib uas yuav tsum tau ua kom yooj yim rau kev nce siab ntawm PV module nqi. Raws li qhov tshwm sim, cov haujlwm uas muaj peev xwm tag nrho ntawm 4.4 GW tau txais txiaj ntsig hauv 18 lub hlis dhau los ntawm cov nqi qis dua INR 2.2 (USD 0.028) / kWh yog qhov tseem ceeb ntawm cov khoom lag luam qis.

Sterling thiab Wilson Hnub Ci tsim 65 MWp hnub ci PV project hauv Telangana, Is Nrias teb

Qhov tseeb ICRA tsab ntawv ceeb toom qhia tau hais tias txawm hais tias cov khoom lag luam teeb meem pib yooj yim, cov neeg tsim hluav taws xob hnub ci hauv Is Nrias teb tseem tab tom ntsib tus nqi pheej yig vim yog nce ntawm tes thiab cov nqi module.

Hauv 18 lub hlis dhau los, monocrystalline PERC module nqi tau nce ntau dua 40 ib xees rau $0.27 txog $0.28 ib watt. Qhov no feem ntau yog vim muaj kev cuam tshuam kev ua haujlwm hauv Suav hnub ci cov nqi saw thiab nce nqi rau polysilicon - cov khoom siv tseem ceeb rau cov tuam txhab tsim khoom.

Tsis tas li ntawd, ntau dua hnub ci PV cell thiab module cov nqi thiab kev tswj hwm kev lis kev cai yooj yim (BCD) ntawm cov hlwb thiab cov khoom siv tau kuj tau ua rau cov nqi siab rau cov phiaj xwm hnub ci tau txais txiaj ntsig hauv 12 txog 18 lub hlis dhau los.

Thaum qhov kev sib tw tariff tau nce los ntawm INR 1.99 / kWh nyob rau lub Kaum Ob Hlis 2020 rau INR 2.2 txog 2.5 / kWh, qhov kev nce no tseem qis dua qib uas ICRA kwv yees yuav tsum tau txo qis kev nce siab ntawm cov nqi module, "said Girishkumar Kadam, tus lwm thawj loj. Thawj Tswj Hwm ntawm ICRA. Cov haujlwm tau txais txiaj ntsig hauv 18 lub hlis dhau los nrog lub peev xwm sib sau ntawm 4.4 GW thiab cov nqi qis dua INR 2.2 / kWh yog qhov muaj feem tseem ceeb ntawm kev txo cov txiaj ntsig. "

Cov haujlwm tau txais txiaj ntsig tom qab lub Plaub Hlis 2021 yuav tsum tau muab cov khoom siv los ntawm cov tuam txhab tsim khoom hauv tsev ntawm Daim Ntawv Pom Zoo Cov Qauv thiab Cov Chaw Tsim Tshuaj (ALMM). Thiab vim tias feem ntau cov tuam txhab tsim khoom hauv tsev tsis muaj peev xwm thim rov qab kev sib koom ua ke dhau ntawm cov hlwb, lawv yuav nyob twj ywm nyob ntawm cov khoom siv wafers thiab cov hlwb hauv nruab nrab.

International pricing trends for polysilicon and wafers/cells yuav yog li ntawd tseem yuav yog ib yam dab tsi uas Indian hnub ci developers yuav tau saib ze, ICRA tau hais tias, ntxiv tias txij li ALMM ceeb toom yuav tsum tau nrhiav cov modules los ntawm domestic manufacturers uas siv lub hlwb ntshuam, txhua US${{ 0}}.01 nce ntawm tus nqi ntawm tes yuav xav tau 5 mus rau 6 paisa / kWh nce hauv cov nqi sib tw los tswj cov nyiaj tau los tib yam.

Rau cov neeg tsim khoom, qhov kev nce siab hauv cov paj laum tseem yuav tseem yog qhov kev sib tw uas muab cov nqi se ruaj khov nyob rau hauv daim ntawv cog lus yuav khoom hluav taws xob rau cov phiaj xwm hnub ci, uas yuav ua rau muaj kev nyuaj siab ntxiv rau cov nqi sib tw. .

Nws tau hais tias txawm hais tias tus nqi tsis zoo, lub teb chaws kev faib hluav taws xob hluav taws xob hnub ci tseem muaj kev sib tw zoo piv rau cov nqi qis ntawm cov khoom siv hluav taws xob los ntawm cov nroj tsuag thermal - qhov kawg ntawm 25 feem pua ​​​​ntawm cov khoom tseem ceeb tshaj tawm. Tus nqi sib txawv ntawm kev xa khoom los ntawm cov chaw tsim hluav taws xob thee no tshaj INR 3.0/kWh hauv cov xeev Indian loj.