Hauv ib lub khw hauv Davao City, nyob rau sab qab teb Philippines, ntau dua 700 tus neeg tsis ntev los no tau ntim rau hauv lub rooj nthuav qhia -jostling rau pem hauv ntej - cov rooj zaum nrog cov kev mob siab rau feem ntau yog tshwj tseg rau kev ua yeeb yam pop lossis kev ua koob tsheej. Tab sis qhov khoom ntawm lawv cov xim tsis yog ib qho kev ua koob tsheej lossis ib qho chaw dawb huv. Nws yog qhov tseeb hnub ci vaj huam sib luag thiab roj teeb cia thev naus laus zis los ntawm Tuam Tshoj JinkoSolar.Qee tus neeg tuaj koom tau tsav cuaj teev tsuas yog kom pom qhov pom ntawm cov khoom.
Qhov xwm txheej no encapsulates qhov kev hloov pauv zoo kawg nkaus tam sim no tab tom ua hauv South Asia lub zog toj roob hauv pes. Thawj thawj zaug, Philippines tau dhau los ua Tuam Tshoj tus lag luam loj tshaj plaws nyob rau txawv teb chaws rau hnub ci photovoltaic modules, dhau los ntawm Pakistan-kev ua lag luam uas tau pom kev loj hlob tawg nyob rau xyoo tas los no.
Tus nab npawb qhia zaj dab neeg
Raws li cov ntaub ntawv tso tawm los ntawm Trade Data Monitor, thaum lub Ib Hlis thiab Tsib Hlis 2026, Tuam Tshoj xa tawm hnub ci modules mus rau Philippines ze li ob npaug piv rau tib lub sijhawm xyoo 2025. Nyob rau lub Peb Hlis ib leeg, hnub ci kev lag luam tau dhia los ntawm 262% nyob rau tib lub hlis xyoo 2025. Txog tam sim no, cov nyiaj siv los ntawm Filipino importers ntawm Suav cov khoom siv hnub ci $ 5 lab tau tshaj US $ 5 lab.
Txhawm rau muab qee cov ntsiab lus, los ntawm qhov kawg ntawm lub Plaub Hlis 2026, tus nqi ntawm 4.133 GW ntawm cov khoom siv hnub ci tsim hauv Suav teb tau mus txog Philippines cov chaw nres nkoj. Nyob rau lub Peb Hlis ib leeg, cov ntaub ntawv tshaj 2 GW raug xa tuaj, tom qab xa tus nqi ntawm 471 MW thaum Lub Ib Hlis, 729 MW hauv Lub Ob Hlis, thiab 1 GW hauv lub Plaub Hlis. Tib lub tebchaws uas tau xa khoom hnub ci ntau dua los ntawm Tuam Tshoj hauv 2026 txog tam sim no yog Netherlands.
Cov Tsav Tsheb: Soaring Hluav Taws Xob Tus Nqi
Dab tsi yog tom qab qhov kev xav tau zoo kawg no? Cov lus teb yog nyob rau hauv cov nqi hluav taws xob. Kev kub ntxhov hauv Middle East tau cuam tshuam nrog lub ntiaj teb kev lag luam roj thiab roj uas tau ua rau muaj kev nce nqi hluav taws xob hauv Asia. Lub Philippines tau ntsib cov teeb meem no ntau tshaj plaws, vim nws txoj kev vam khom loj ntawm cov roj fossil tuaj txawv teb chaws.
Raws li Ember, lub koom haum saib xyuas hluav taws xob thoob ntiaj teb, cov nqi hluav taws xob hauv tsev neeg hauv Philippines yog qhov kim tshaj plaws nyob rau sab hnub tuaj Asia, thaum cov nqi lag luam yog nyob rau qib thib ob. Tus xa hluav taws xob loj tshaj plaws hauv Philippines - Meralco - tau nce nqi hluav taws xob ntau dhau 12 lub hlis dhau los. Tus nqi hluav taws xob hauv tsev tau nce mus txog 17% thaum lub lag luam thiab kev lag luam tariffs tau nce 18% thiab 14%, raws li lub Tsib Hlis 2026. Zuag qhia tag nrho, cov nqi hluav taws xob hauv Philippines tau nce los ntawm tsawg kawg yog 14% piv rau xyoo tas los.
Lub Sijhawm Them Rov Qab Shrink Dramatically
Cov nqi hluav taws xob siab no tau hloov pauv kev lag luam ntawm lub hnub ci ru tsev. Nyob nruab nrab ntawm lub Tsib Hlis 2025 txog Lub Tsib Hlis 2026, lub sijhawm them rov qab rau lub tsev so hnub ci nyob hauv Philippines poob los ntawm plaub xyoos mus rau 3.1 xyoo xwb.Rau cov neeg siv khoom lag luam, nws tau nqis los ntawm peb xyoos mus rau 2.3 xyoo; rau cov neeg siv kev lag luam, los ntawm 3.9 xyoo mus rau 3.1 xyoo.
Dave Jones, tus kws tshuaj ntsuam xyuas Ember tau hais tias "Kev lag luam ntawm lub hnub ci ntawm lub ru tsev yog qhov zoo nkauj dua li yav dhau los thiab nws txoj kev loj hlob sai yog qhov yuav tsum tau zam," said Dave Jones, Ember tus kws tshuaj ntsuam xyuas.
Txoj Cai Reforms Tshem Tawm Cov Khaub Ncaws
Cov tub ceev xwm Philippines tau siv cov kev hloov pauv sai sai los daws cov teeb meem kev tswj hwm. Thaum lub Plaub Hlis 2026, Lub Tsev Haujlwm Saib Xyuas Kev Ruaj Ntseg tau tshaj tawm tsab ntawv xov xwm uas xav kom cov tuam txhab faib khoom pom zoo lossis tsis lees paub net- thov ntsuas ntsuas tsis pub dhau kaum hnub ua haujlwm thiab muab daim ntawv tso cai hluav taws xob hauv peb hnub ua haujlwm.
Lub voj voog nce siab tshaj qhov txwv tsis pub -kev lag luam net- ntsuas los ntawm 100 KWh mus rau 1 MWh. Qhov no muaj qhov zoo dua li cov kev ntsuas ua ntej tshaj tawm thaum Lub Ob Hlis 2026, uas twb tau ua kom yooj yim cov ntawv thov, muab ntau- qhov chaw thiab sib sau ua ke net- daim ntawv thov ntsuas, thiab tso cai rau cov neeg siv tsim nyog khaws daim ntawv pov thawj hluav taws xob txuas ntxiv mus.
Tuam Tshoj Manufacturers coj tus nqi
Suav tuam txhab hnub ci yog thawj cov neeg tau txais txiaj ntsig ntawm qhov boom no- thiab yog vim li cas. Tuam Tshoj tsim lub ntiaj teb pheej yig tshaj plaws thiab cov khoom siv thev naus laus zis tshaj plaws hnub ci, suav txog kwv yees li 80% ntawm cov khoom siv thoob ntiaj teb.
JinkoSolar tau tsim nws tus kheej ua tus thawj coj hauv kev lag luam ib zaug ntxiv. Xyoo 2025, lub tuam txhab tuaj yeem muag kwv yees li 1.5 gigawatts ntawm hnub ci modules hauv Philippines; Yog li, ntau tshaj 25% ntawm lub khw hauv zos tau koom nrog lub tuam txhab. Kev xa khoom ntawm hnub ci modules mus rau Philippines hauv thawj ib nrab ntawm 2026 yog 1 GW. Lub tuam txhab tau txais txiaj ntsig los ntawm nws cov N- hom modules uas ua tau zoo heev, yog li hloov cov nqi muag thiab cov nyiaj tau los rau qib tshiab.
Txoj kev loj hlob yuav tsis nres. Thaum Lub Rau Hli 2026, JinkoSolar thiab nws tus khub Philippine Xcel Renewable Energy Corp. tau nkag mus rau hauv daim ntawv cog lus muab tswv yim rau Tiger Neo 3.0 modules.
Lwm cov neeg suav suav tseem tab tom nthuav lawv cov hneev taw. Tsuas yog lub lim tiam no, Philippine tus tsim tawm hluav taws xob tauj dua tshiab Berde Renewables tau kos npe rau daim ntawv cog lus ua haujlwm nrog Sungrow Power Supply thiab nws cov chaw muag khoom hauv cheeb tsam Hnub Ci Hive, cog lus yuav 200 MW ntawm hnub ci inverters thiab 500 MWh ntawm roj teeb lub zog cia hauv peb lub xyoos tom ntej rau kev lag luam thiab kev lag luam huv zog hauv Philippines thiab Thaib teb.
A Mutual Win-Win
Cov kws tshuaj ntsuam xyuas kev lag luam hais tias qhov no tsis yog ib qho kev sib raug zoo ntawm ib sab. "Lub Philippines tau txais txiaj ntsig zoo heev los ntawm kev siv lub hnub ci: kev txo qis siab ntawm cov nqi muag khoom hluav taws xob, txo cov roj thiab roj xa tawm, thiab thaum kawg txo cov nqi hluav taws xob rau cov neeg siv khoom," said Dave Jones ntawm Ember. Nrog hluav taws xob twb nyob rau theem siab thiab cov neeg siv khoom ntshai ntxiv, muaj kev txhawb zog rau kev ua tam sim ntawd.
Wood Mackenzie kws tshuaj ntsuam Robert Liu tau sau tseg tias qhov kev hloov pauv tam sim no tsim kom muaj kev sib koom ua ke: Philippines tau txais kev nkag mus rau qis - tus nqi, yooj yim deployable renewable technology, thaum Suav manufacturers nrhiav ib tug tseem ceeb qhov hluav taws xob rau lawv lub peev xwm ntau lawm.
Kev Sib Tw Ua Ntej
Qhov kev thov loj hlob sai heev tsis tau muaj kev nyuaj siab. Cov lus nug txog hnub ci hauv zos tau nce 582%, dhau ntawm kev ua lag luam lub peev xwm xa khoom tiag tiag.Installers thiab cov saw hlau tau tawm tsam kom ua kom nrawm.
Tsis tas li ntawd, txoj cai tshiab yog nyob rau lub qab ntug. Nyob rau lub Tsib Hlis 2026, Philippine Bureau of Product Standards nyob rau hauv Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam thiab Kev Lag Luam tau tshaj tawm tsab cai lij choj ntawm cov khoom lag luam yuav tsum tau ntawv pov thawj rau lub hnub ci, uas yuav coj cov hnub ci PV modules, inverters, roj teeb lub zog cia, thiab cov khoom muaj feem cuam tshuam raws li qhov yuav tsum tau muaj ntawv pov thawj.
Lub Outlook
Txawm hais tias cov kev sib tw no-thiab tsis quav ntsej qee qhov kev sib txhuam ntawm ob sab kev sib raug zoo, suav nrog kev hwm rau South Tuam Tshoj Hiav Txwv- cov neeg soj ntsuam thiab cov kws tshaj lij kev lag luam cia siab tias hnub ci boom nyob rau hauv Philippines yuav nyob twj ywm. "Lawv cov kev xav zoo li zoo ib yam nrog cov ntawm Trina Solar uas tau thov tias "kev ua lag luam tau txav deb ntawm kev tau txais hnub ci vaj huam sib luag," lawv pom cov khoom siv hluav taws xob sib cais tam sim no. tus sawv cev Trina Solar hais tias.
Ember tau kwv yees tias Philippines tuaj yeem siv 3.5 GW ntawm lub hnub ci lub hnub ci tshiab nyob rau hauv 24 lub hlis tom ntej, txhawb nqa los ntawm 4.5 GWh ntawm cov roj teeb cia.Yog tias pom tau, qhov kev loj hlob zoo li no yuav tsis tsuas yog cement lub Philippines txoj hauj lwm raws li Tuam Tshoj sab saum toj hnub ci kev lag luam tab sis kuj tseem txhim kho lub teb chaws lub zog sib xyaw ua ke - muab cov qauv tsim kom muaj zog npaum li cas. kev vam khom los ntawm kev siv lub tswv yim ntawm kev siv technology tshiab.
Txog tam sim no, cov xwm txheej hauv Davao City qhia zaj dab neeg zoo dua li cov ntaub ntawv teev tseg: thaum cov nqi hluav taws xob tau rhuav tshem cov peev nyiaj hauv tsev thiab Suav hnub ci vaj huam sib luag muab txoj hauv kev tawm, ntau lab tus neeg Filipinos tau npaj los hloov. Thiab Suav tuam txhab lag luam muaj ntau tshaj li npaj los muab lawv.
