{"id":84260,"date":"2026-05-13T12:00:09","date_gmt":"2026-05-13T12:00:09","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/84260\/"},"modified":"2026-05-13T12:00:09","modified_gmt":"2026-05-13T12:00:09","slug":"peking-to-prehnal-s-vyrobou-solaru-a-brzdi-brusel-nechce-cinske-stridace-pro-cesko-to-muze-byt-problem","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/84260\/","title":{"rendered":"Peking to p\u0159ehnal s v\u00fdrobou sol\u00e1r\u016f a brzd\u00ed. Brusel nechce \u010d\u00ednsk\u00e9 st\u0159\u00edda\u010de, pro \u010cesko to m\u016f\u017ee b\u00fdt probl\u00e9m"},"content":{"rendered":"

\u010c\u00edna nyn\u00ed produkuje mnohem v\u00edce sol\u00e1rn\u00edch sou\u010d\u00e1stek, ne\u017e dok\u00e1\u017ee udat doma i na sv\u011btov\u00fdch trz\u00edch. I kdyby\u00a0v\u00e1lka v\u00a0\u00cdr\u00e1nu<\/a>\u00a0dramaticky o\u017eivila z\u00e1jem o fotovoltaick\u00e9 instalace, nab\u00eddka bude nejsp\u00ed\u0161 po\u0159\u00e1d p\u0159evy\u0161ovat popt\u00e1vku. Peking proto zah\u00e1jil kampa\u0148 zam\u011b\u0159enou na \u0159e\u0161en\u00ed nadprodukce. \u010c\u00ednsk\u00fd probl\u00e9m p\u0159itom m\u016f\u017ee je\u0161t\u011b nabobtnat. Brusel chce z bezpe\u010dnostn\u00edch d\u016fvod\u016f vy\u0159adit z unijn\u011b financovan\u00fdch projekt\u016f st\u0159\u00edda\u010de tohoto p\u016fvodu. \u010cesko m\u016f\u017ee m\u00edt pot\u00ed\u017ee se sh\u00e1n\u011bn\u00edm alternativ.\u00a0<\/p>\n

Pod\u00edl \u010c\u00edny na v\u0161ech f\u00e1z\u00edch v\u00fdroby sol\u00e1rn\u00edch panel\u016f podle Mezin\u00e1rodn\u00ed agentury pro energii (IEA)\u00a0p\u0159esahuje<\/a>\u00a0osmdes\u00e1t procent. V p\u0159\u00edpad\u011b n\u011bkter\u00fdch polotovar\u016f se bl\u00ed\u017e\u00ed ke stovce procent. Pr\u016fmysl asijsk\u00e9 velmoci se ale pot\u00fdk\u00e1 s probl\u00e9mem nadm\u011brn\u00e9 kapacity kv\u016fli intenzivn\u00ed dom\u00e1c\u00ed konkurenci. Vl\u00e1da tento fenom\u00e9n ozna\u010duje za involuci, nejsp\u00ed\u0161 aby se vyhnula citliv\u00e9mu term\u00ednu nadprodukce.\u00a0\u00a0\u00a0<\/p>\n

Cenov\u00e1 v\u00e1lka producent\u016f by m\u011bla skon\u010dit<\/p>\n

\u201e\u010c\u00ednsk\u00fd sol\u00e1rn\u00ed sektor se ocitl v prudk\u00e9 cenov\u00e9 v\u00e1lce, proto\u017ee v\u00fdrobn\u00ed kapacita daleko p\u0159evy\u0161uje glob\u00e1ln\u00ed popt\u00e1vku,\u201c podot\u00fdk\u00e1<\/a>\u00a0americk\u00e9 St\u0159edisko pro strategick\u00e1 a mezin\u00e1rodn\u00ed studia (CSIS). U\u017e v roce 2024 m\u011bl sv\u011bt podle IEA dostate\u010dnou kapacitu pro v\u00fdrobu v\u00edce ne\u017e dvojn\u00e1sobku skute\u010dn\u011b instalovan\u00fdch modul\u016f.\u00a0<\/p>\n

P\u0159\u00ed\u010dinou \u010d\u00ednsk\u00e9ho boomu byly na po\u010d\u00e1tku dvac\u00e1t\u00fdch let pozemkov\u00e9, da\u0148ov\u00e9 a finan\u010dn\u00ed pob\u00eddky, kter\u00e9 p\u0159il\u00e1kaly masivn\u00ed kapit\u00e1l a vyvolaly bezhlav\u00e9 investice. U\u017e v\u00a0roce 2023 p\u0159i\u0161ly probl\u00e9my<\/a>,\u00a0propady cen a pot\u00ed\u017ee se jen prohlubuj\u00ed. \u201eK tomu doch\u00e1z\u00ed sou\u010dasn\u011b s rostouc\u00edm odporem v\u016f\u010di globalizaci \u010d\u00ednsk\u00fdch firem,\u201c konstatuje CSIS s t\u00edm, \u017ee Spojen\u00e9 st\u00e1ty i EU \u010c\u00edn\u011b st\u00e1le v\u00edce komplikuj\u00ed p\u0159\u00edstup na trhy s vysokou hodnotou.\u00a0<\/p>\n

P\u0159edstavitel\u00e9 \u010d\u00ednsk\u00e9 vl\u00e1dy se letos u\u017e n\u011bkolikr\u00e1t\u00a0setkali<\/a>\u00a0s v\u00fdrobci fotovoltaiky, kte\u0159\u00ed se pot\u00fdkaj\u00ed se ztr\u00e1tami. Peking do\u0161el k z\u00e1v\u011bru, \u017ee je pot\u0159eba zat\u00e1hnout za brzdu, a vyz\u00fdv\u00e1 ke koordinovan\u00e9 snaze o zm\u00edrn\u011bn\u00ed krize. Ta by m\u011bla zahrnovat kontrolu kapacity a cen, f\u00faze a akvizice a ochranu du\u0161evn\u00edho vlastnictv\u00ed k podpo\u0159e rozvoje vysoce kvalitn\u00edho fotovoltaick\u00e9ho pr\u016fmyslu.\u00a0<\/p>\n

V\u00e1lka p\u0159inesla nad\u011bji, v\u00fdrobci jsou ale skepti\u010dt\u00ed<\/p>\n

Ur\u010ditou nad\u011bj\u00ed se pro \u010d\u00ednsk\u00e9 v\u00fdrobce stal konflikt na Bl\u00edzk\u00e9m v\u00fdchod\u011b, kter\u00fd zejm\u00e9na asijsk\u00e9 zem\u011b nut\u00ed p\u0159ehodnocovat svou z\u00e1vislost<\/a>\u00a0na fosiln\u00edch palivech z dovozu. Z \u00fadaj\u016f energetick\u00e9ho think tanku Ember vypl\u00fdv\u00e1,<\/a>\u00a0\u017ee export \u010d\u00ednsk\u00fdch sol\u00e1rn\u00edch panel\u016f a materi\u00e1l\u016f pro jejich v\u00fdrobu dos\u00e1hl v b\u0159eznu rekordn\u00edch 68 gigawatt\u016f.\u00a0<\/p>\n

Ember poznamen\u00e1v\u00e1, \u017ee\u00a0regiony nejv\u00edce posti\u017een\u00e9 energetickou kriz\u00ed, jako nap\u0159\u00edklad Indie<\/a>,\u00a0zaznamenaly jeden z nejprud\u0161\u00edch n\u00e1r\u016fst\u016f popt\u00e1vky po \u010d\u00ednsk\u00e9m fotovoltaick\u00e9m zbo\u017e\u00ed. Profit pro \u010c\u00ednu v\u0161ak m\u016f\u017ee b\u00fdt kr\u00e1tkodob\u00fd. \u201eZem\u011b dov\u00e1\u017eej\u00ed sol\u00e1rn\u00ed moduly v rekordn\u00edm mno\u017estv\u00ed a buduj\u00ed si vlastn\u00ed dom\u00e1c\u00ed mont\u00e1\u017en\u00ed a v\u00fdrobn\u00ed kapacity,\u201c podotkl analytik think tanku Euan Graham.\u00a0<\/p>\n

Samotn\u00ed \u010d\u00edn\u0161t\u00ed v\u00fdrobci sol\u00e1rn\u00edch panel\u016f tvrd\u00ed, \u017ee jak\u00e9koli zv\u00fd\u0161en\u00ed glob\u00e1ln\u00ed popt\u00e1vky po obnoviteln\u00e9 energii v d\u016fsledku \u0161oku z naru\u0161en\u00ed dod\u00e1vek ropy a plynu v\u00fdznamn\u011b nezm\u00edrn\u00ed probl\u00e9m nadm\u011brn\u00e9 kapacity v odv\u011btv\u00ed. \u201eCeny by mohly m\u00edrn\u011b vzr\u016fst nebo by se mohla m\u00edrn\u011b zv\u00fd\u0161it glob\u00e1ln\u00ed popt\u00e1vka, ale nebude to m\u00edt v\u00e1\u017en\u00fd dopad na celkovou dynamiku nab\u00eddky a popt\u00e1vky,\u201c \u0159ekl Reuters<\/a>\u00a0minul\u00fd m\u011bs\u00edc anonymn\u011b jeden z \u010d\u00ednsk\u00fdch mana\u017eer\u016f sol\u00e1rn\u00edho pr\u016fmyslu.\u00a0<\/p>\n

\u201eNadm\u011brn\u00e1 kapacita je velmi v\u00e1\u017en\u00e1 a v kr\u00e1tkodob\u00e9m horizontu nebude odstran\u011bna. Pr\u016fmysl je pod extr\u00e9mn\u00edm tlakem,\u201c tvrd\u00ed dal\u0161\u00ed zdroj z bran\u017ee. Dva jin\u00ed mana\u017ee\u0159i osloven\u00ed agenturou sd\u011blili, \u017ee od za\u010d\u00e1tku v\u00e1lky \u017e\u00e1dn\u00fd n\u00e1r\u016fst popt\u00e1vky nezaznamenali.\u00a0<\/p>\n

Evropsk\u00e1 komise nev\u011b\u0159\u00ed v\u00a0bezpe\u010dnost \u010d\u00ednsk\u00fdch invertor\u016f<\/p>\n

Do probl\u00e9m\u016f se mohou dostat nejen producenti panel\u016f, ale tak\u00e9 v\u00fdrobci st\u0159\u00edda\u010d\u016f, kter\u00e9 jsou d\u016fle\u017eitou sou\u010d\u00e1st\u00ed sol\u00e1rn\u00ed elektr\u00e1rny. Jejich z\u00e1kladn\u00ed funkc\u00ed je p\u0159em\u011bna stejnosm\u011brn\u00e9ho proudu z panel\u016f na proud st\u0159\u00eddav\u00fd, z\u00e1rove\u0148 ale \u0159\u00edd\u00ed v\u00fdrobu a rozvod elekt\u0159iny do spot\u0159ebi\u010d\u016f a s\u00edt\u011b. Maj\u00ed na starosti i odpojen\u00ed elektr\u00e1rny od s\u00edt\u011b v p\u0159\u00edpad\u011b v\u00fdpadku a z\u00e1lohov\u00e1n\u00ed vybran\u00fdch spot\u0159ebi\u010d\u016f. Jsou p\u0159ipojeny k internetu a \u010dasto k nim lze p\u0159istupovat vzd\u00e1len\u011b.\u00a0<\/p>\n

A pr\u00e1v\u011b tyto funkce \u010din\u00ed z m\u011bni\u010d\u016f bezpe\u010dnostn\u00ed probl\u00e9m. \u0158ada analytik\u016f i politik\u016f u\u017e del\u0161\u00ed dobu upozor\u0148uje na nebezpe\u010d\u00ed n\u00e1kupu \u201emozk\u016f\u201c elektr\u00e1ren z rizikov\u00fdch zem\u00ed. Nyn\u00ed Evropsk\u00e1 komise ozn\u00e1mila<\/a>,\u00a0\u017ee postupn\u011b znemo\u017en\u00ed pou\u017e\u00edv\u00e1n\u00ed \u010d\u00ednsk\u00fdch invertor\u016f v projektech, na kter\u00e9 jdou p\u0159\u00edmo i nep\u0159\u00edmo unijn\u00ed prost\u0159edky. Restrikce, kter\u00e9 dopadnou na firmy jako Huawei a Sungrow, by m\u011bly pln\u011b nab\u011bhnout do p\u0159\u00ed\u0161t\u00edho dubna.\u00a0<\/p>\n

\u201eIdentifikovali jsme v\u00e1\u017en\u00e1 ekonomick\u00e1 a kybernetick\u00e1 bezpe\u010dnostn\u00ed rizika,\u201c citoval web\u00a0Euronews<\/a>\u00a0nejmenovan\u00e9ho unijn\u00edho \u00fa\u0159edn\u00edka. Hodnocen\u00ed komise podle n\u011bj vych\u00e1zelo z utajovan\u00fdch i neutajovan\u00fdch d\u016fkaz\u016f poskytnut\u00fdch n\u011bkolika \u010dlensk\u00fdmi st\u00e1ty. Brusel douf\u00e1, \u017ee tento krok vyvol\u00e1 dominov\u00fd efekt mezi \u010dlensk\u00fdmi st\u00e1ty i partnersk\u00fdmi zem\u011bmi.\u00a0<\/p>\n

Brusel m\u00edn\u00ed, \u017ee s\u00a0alternativami a jejich cenou nebudou pot\u00ed\u017ee<\/p>\n

Peking se proti kroku ohradil. \u201e\u010c\u00edna to odm\u00edt\u00e1 p\u0159ijmout a rozhodn\u011b se proti tomu stav\u00ed,\u201c\u00a0uvedl<\/a>\u00a0mluv\u010d\u00ed ministerstva obchodu. Dodal, \u017ee zem\u011b bude politiku EU monitorovat a hodnotit a p\u0159ijme opat\u0159en\u00ed na ochranu z\u00e1jm\u016f \u010d\u00ednsk\u00fdch firem. \u201eNal\u00e9hav\u011b vyz\u00fdv\u00e1me evropskou stranu, aby okam\u017eit\u011b ukon\u010dila stigmatizaci \u010c\u00edny jako vysoce rizikov\u00e9 zem\u011b a upustila od nekal\u00fdch a diskrimina\u010dn\u00edch praktik v\u016f\u010di \u010d\u00ednsk\u00fdm v\u00fdrobk\u016fm,\u201c zd\u016fraznil mluv\u010d\u00ed.\u00a0<\/p>\n

V EU se rozjela diskuse o mo\u017en\u00e9m naru\u0161en\u00ed dod\u00e1vek st\u0159\u00edda\u010d\u016f a jejich zdra\u017een\u00ed. \u010c\u00edn\u0161t\u00ed v\u00fdrobci dominuj\u00ed glob\u00e1ln\u00edmu trhu s odhadovan\u00fdm 80procentn\u00edm pod\u00edlem. Brusel se ale domn\u00edv\u00e1, \u017ee existuje dostate\u010dn\u00e1 alternativn\u00ed dodavatelsk\u00e1 kapacita v zem\u00edch jako Japonsko, Ji\u017en\u00ed Korea, \u0160v\u00fdcarsko a Spojen\u00e9 st\u00e1ty. Tak\u00e9 o\u010dek\u00e1van\u00fd cenov\u00fd dopad podle n\u011bj bude omezen\u00fd.\u00a0<\/p>\n

\u201eJe mo\u017en\u00e9 zv\u00fd\u0161it v\u00fdrobn\u00ed kapacity b\u011bhem n\u011bkolika m\u011bs\u00edc\u016f na \u00farove\u0148 pot\u0159ebnou k pokryt\u00ed popt\u00e1vky,\u201c m\u00edn\u00ed podle\u00a0Deutche Welle<\/a>\u00a0i Christoph Podewils, \u0161\u00e9f European Solar Manufacturing Council, kter\u00e1 reprezentuje z\u00e1jmy evropsk\u00e9ho sol\u00e1rn\u00edho pr\u016fmyslu.\u00a0<\/p>\n

\u010cesk\u00e9 m\u011b\u0159en\u00ed po f\u00e1z\u00edch a chyb\u011bj\u00edc\u00ed zastoupen\u00ed ne\u010d\u00ednsk\u00fdch firem<\/p>\n

V\u00fdkonn\u00fd \u0159editel Sol\u00e1rn\u00ed asociace Jan Kr\u010dm\u00e1\u0159 v\u0161ak hled\u00ed se znepokojen\u00edm na pl\u00e1n, kter\u00fd by se podle n\u011bj mohl dotknout skoro v\u0161ech projekt\u016f, od dom\u00e1c\u00edch elektr\u00e1ren po velk\u00e9. \u201eVn\u00edm\u00e1me samoz\u0159ejm\u011b nutnost diverzifikace zdroj\u016f a dodavatelsk\u00fdch \u0159et\u011bzc\u016f i snahy pos\u00edlit evropsk\u00fd pr\u016fmysl. Z\u00e1rove\u0148 se ale ob\u00e1v\u00e1me, \u017ee pl\u00e1ny Evropsk\u00e9 komise opom\u00edjej\u00ed situaci, ve kter\u00e9 jsou men\u0161\u00ed \u010dlensk\u00e9 st\u00e1ty jako \u010cesko,\u201c podot\u00fdk\u00e1.\u00a0<\/p>\n

\"Bl\u00ed\u017e\u00ed<\/a>Bl\u00ed\u017e\u00ed se kolaps pravidel sv\u011btov\u00e9 n\u00e1mo\u0159n\u00ed dopravy. M\u016f\u017ee n\u00e1s v\u0161echny p\u0159ij\u00edt hodn\u011b draho<\/a><\/p>\n

Tvrd\u00ed, \u017ee v \u010cesk\u00e9 republice v sou\u010dasnosti mnoho ne\u010d\u00ednsk\u00fdch producent\u016f nem\u00e1 vlastn\u00ed zastoupen\u00ed a podporu v \u010de\u0161tin\u011b. \u201ePro mnoho v\u00fdrobc\u016f prost\u011b nejsme kl\u00ed\u010dov\u00fdm trhem. P\u0159i pl\u00e1nov\u00e1n\u00ed projekt\u016f v\u011bt\u0161\u00edch FVE, ale i bateri\u00ed, je v\u0161ak komunikace s v\u00fdrobcem naprosto kl\u00ed\u010dov\u00e1. \u010c\u00ednsk\u00e9 firmy zde sv\u00e9 m\u00edstn\u00ed t\u00fdmy maj\u00ed,\u201c vysv\u011btluje. \u201eN\u011bkte\u0159\u00ed lid\u00e9 v komisi maj\u00ed pocit, \u017ee se st\u0159\u00edda\u010d kupuje, jako kdy\u017e kupujete online boty ze zahrani\u010d\u00ed, a \u017ee to vy\u0159e\u0161\u00ed vnit\u0159n\u00ed trh,\u201c prohl\u00e1sil.\u00a0<\/p>\n

Kr\u010dm\u00e1\u0159 uvedl, \u017ee loni z \u010ceska ode\u0161el izraelsko-americk\u00fd v\u00fdrobce SolarEdge, i kdy\u017e zde m\u011bl velk\u00fd pod\u00edl na trhu. Dal\u0161\u00ed firmy podle n\u011bj zat\u00edm nemaj\u00ed v pl\u00e1nu sem expandovat. \u201eEvropsk\u00fdm v\u00fdrobc\u016fm bude v prvn\u00edch letech bohat\u011b sta\u010dit dod\u00e1vat do zem\u00ed jako N\u011bmecko, Francie, \u0160pan\u011blsko \u010di Polsko. Men\u0161\u00ed \u010dlensk\u00e9 st\u00e1ty, jako my nebo Slovinsko, budou m\u00edt obrovsk\u00e9 probl\u00e9my,\u201c je p\u0159esv\u011bd\u010den.\u00a0<\/p>\n

P\u0159edstavitel fotovoltaick\u00e9ho odv\u011btv\u00ed tak\u00e9 upozornil na \u010desk\u00e9 specifikum, takzvan\u00e9 m\u011b\u0159en\u00ed po f\u00e1z\u00edch. To podle n\u011bj p\u0159\u00edli\u0161 evropsk\u00fdch v\u00fdrobc\u016f nenab\u00edz\u00ed. \u201eA pokud ano, tak to \u010dasto zp\u016fsobuje technick\u00e9 probl\u00e9my a zdra\u017euje servis,\u201c tvrd\u00ed. V neposledn\u00ed \u0159ad\u011b je podle n\u011bj Peking technologicky v mnoha ohledech nap\u0159ed a \u00fastup od \u010d\u00ednsk\u00fdch st\u0159\u00edda\u010d\u016f m\u016f\u017ee b\u00fdt i \u00fastupem od kvality.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"\u010c\u00edna nyn\u00ed produkuje mnohem v\u00edce sol\u00e1rn\u00edch sou\u010d\u00e1stek, ne\u017e dok\u00e1\u017ee udat doma i na sv\u011btov\u00fdch trz\u00edch. I kdyby\u00a0v\u00e1lka v\u00a0\u00cdr\u00e1nu\u00a0dramaticky…\n","protected":false},"author":2,"featured_media":84261,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[3678,67,68,42,202,21920,150,249,4075,9481,2140,476,592,2132],"class_list":{"0":"post-84260","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-byznys","8":"tag-brusel","9":"tag-business","10":"tag-byznys","11":"tag-cesko","12":"tag-cina","13":"tag-clensky-stat","14":"tag-energetika","15":"tag-evropska-komise","16":"tag-geopolitika","17":"tag-mezinarodni-agentura-pro-energii","18":"tag-peking","19":"tag-projekt","20":"tag-prumysl","21":"tag-vyroba"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116567161214051822","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/84260","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=84260"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/84260\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/84261"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=84260"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=84260"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=84260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}