Dual -Standard Framework Elevates Thresholds
Tuam Tshoj cov khoom siv hluav taws xob photovoltaic (PV)- sab kev tswj hwm tab tom muaj kev hloov pauv ntawm cov txheej txheem, pivoting los ntawm kev yeem kev lag luam tus kheej - kev cai rau kev ua raws li lub teb chaws yuav tsum tau ua. Qhov kev hloov pauv no yog coj los ntawm ob txoj haujlwm tswj hwm: Ministry of Industry thiab Information Technology's (MIIT) tau tshaj tawm cov lus qhia tshiab rauPV khoomkev faib tawm, thiab ib qho yuav tsum tau ua hauv lub teb chaws kev siv hluav taws xob zoo. Teem kom siv tag nrho rau rau lub hlis tom qab- tso tawm, tus qauv yuav tsum tsim kom muaj kev cai lij choj tsim nyog rau kev nkag mus rau hauv khw.
These parallel frameworks impose strictly graduated efficiency minimums on core cell technologies, sending a clear regulatory signal across the supply chain. While the mandatory standard anchors the absolute baseline, the MIIT classification establishes a stricter "Class C" commercial circulation threshold. For instance, the circulation thresholds for TOPCon (>23.4%), HJT (>23.4%), and BC (>23.7%) tshaj qhov yuav tsum tau nkag los ntawm 0.4 mus rau 1.0 feem pua cov ntsiab lus, tawm hauv sub-par manufacturers nrog txwv kev ua lag luam.
Deconstructing 327GW Peev Xwm Clearance
Thaum lub phiaj xwm kev tshem tawm ntawm 327GW ntawm lub peev xwm tsis siv tau tau txais kev saib xyuas thoob plaws, qhov kev soj ntsuam zoo qhia tau tias nws luv luv - lub sij hawm cuam tshuam rau lub cev khoom yuav yog me me. Qhov kev tsis sib haum xeeb loj no ua rau tag nrho cov nqi siv ze li ntawm 35%, ua rau ze li 40% ntawm kev lag luam cov kab tsim khoom qub nyob rau hauv lub xeev ntawm kev ncua ntev -.
Yog li ntawd, lub peev xwm tsom los ntawm cov kev ua haujlwm tshiab no muaj feem ntau ntawm cov cuab yeej cuab tam qub uas twb tau tso tseg lawm. Raws li cov kws tshaj lij kev lag luam sau tseg, kev ncua ntev - cuam tshuam txog kev tsis txaus siab ntawm kev lag luam los ua lag luam poob es tsis yog kev tawm ntawm kev lag luam. Qhov tseeb siv tswv yim zoo ntawm cov qauv synchronized no yog los ua kom muaj kev hloov pauv ntawm cov kab no tsis muaj zog los ntawm ib ntus "hibernation" mus rau qhov tseeb, ruaj khov liquidation, zoo deflating kev lag luam lub bloated nominal peev hauv paus.
Ib tug Tshiab Paradigm thiab Strategic Implications
Rau cov neeg tuaj koom nyob rau hauv lub dav hnub ci thiab lub zog cia ecosystem, ciaj sia nyob rau hauv no consolidation yuav tsum tau ib tug tam sim ntawd rov ntsuam xyuas ntawm technological roadmaps. Tag nrho kev cia siab rau qis- tus nqi qis, qis- cov khoom lag luam qub txeeg qub tes tau dhau los ua lub tswv yim ua lag luam. Cov tuam txhab lag luam yuav tsum ntsuas qhov tseeb qhov twg lawv lub peev xwm tsim tau poob rau ntawm kev hloov pauv kev ua haujlwm zoo thiab ua kom nrawm nrawm R & D kev nqis peev, vim tias kev hloov pauv zoo dua tam sim no ua qhov cuam tshuam qhov kawg rau kev nkag mus rau hauv lub lag luam tshiab.