{"id":119028,"date":"2026-10-21T04:57:39","date_gmt":"2026-10-21T02:57:39","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=119028"},"modified":"2026-10-21T04:57:39","modified_gmt":"2026-10-21T02:57:39","slug":"cinska-solarni-bublina-praskla-a-diky-bruselu-jsme-na-pristrojich-ktere-udrzuji-komuniste","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/10\/21\/cinska-solarni-bublina-praskla-a-diky-bruselu-jsme-na-pristrojich-ktere-udrzuji-komuniste\/","title":{"rendered":"\u010c\u00ednsk\u00e1 sol\u00e1rn\u00ed bublina praskla \u2013 a d\u00edky Bruselu jsme na p\u0159\u00edstroj\u00edch, kter\u00e9 udr\u017euj\u00ed komunist\u00e9"},"content":{"rendered":"
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\u010c\u00ednsk\u00fd st\u00e1tem financovan\u00fd sol\u00e1rn\u00ed pr\u016fmysl se propad\u00e1 st\u00e1le hloub\u011bji do krize. Objemy exportu se zmen\u0161uj\u00ed, miz\u00ed des\u00edtky tis\u00edc pracovn\u00edch m\u00edst a v\u00fdrobci i p\u0159es masivn\u00ed propou\u0161t\u011bn\u00ed nad\u00e1le vykazuj\u00ed ztr\u00e1ty. Peking nyn\u00ed chce zak\u00e1zat nebo p\u0159\u00edsn\u011bji kontrolovat export sol\u00e1rn\u00edch technologi\u00ed. Je ironi\u00ed, \u017ee Brusel, kter\u00fd tvrdil, \u017ee transformac\u00ed na zelenou energii \u010din\u00ed Evropu nez\u00e1vislej\u0161\u00ed, se vman\u00e9vroval do masivn\u00ed z\u00e1vislosti na \u010c\u00ednsk\u00e9 lidov\u00e9 republice, pokud jde o sol\u00e1rn\u00ed moduly.<\/span><\/strong><\/p>\n

Komunist\u00e9 v Pekingu utahuj\u00ed \u0161roubky. \u010c\u00ednsk\u00e9 ministerstvo obchodu a ministerstvo v\u011bdy zve\u0159ejnily 16. \u0159\u00edjna <\/span>n\u00e1vrh<\/span><\/a> nov\u00fdch v\u00fdvozn\u00edch omezen\u00ed. Dvan\u00e1ct kl\u00ed\u010dov\u00fdch technologi\u00ed z fotovoltaiky m\u00e1 v budoucnu podl\u00e9hat p\u0159\u00edsn\u011bj\u0161\u00edm kontrol\u00e1m, n\u011bkter\u00e9 dokonce \u010del\u00ed \u00fapln\u00e9mu z\u00e1kazu v\u00fdvozu. Mezi dot\u010den\u00fdmi jsou modern\u00ed procesy v\u00fdroby k\u0159em\u00edkov\u00fdch desti\u010dek, polyk\u0159em\u00edku a vysoce v\u00fdkonn\u00fdch sol\u00e1rn\u00edch \u010dl\u00e1nk\u016f. \u010c\u00edna tak\u00e9 hodl\u00e1 omezit transfer znalost\u00ed do zahrani\u010d\u00ed pro technologie TOPCon, HJT a XBC. Ve\u0159ejn\u00e1 konzultace prob\u00edh\u00e1 do 15. listopadu, ale firmy jsou ji\u017e nyn\u00ed povinny registrovat ur\u010dit\u00e9 transfery technologi\u00ed. Peking chce zjevn\u011b uplat\u0148ovat v\u011bt\u0161\u00ed kontrolu nad t\u00edm, kdo m\u00e1 p\u0159\u00edstup k jeho technologick\u00e9 v\u00fdhod\u011b. Hotov\u00fdch sol\u00e1rn\u00edch modul\u016f se v\u0161ak pl\u00e1novan\u00e9 z\u00e1kazy net\u00fdkaj\u00ed.<\/span><\/p>\n

Sol\u00e1rn\u00ed pr\u016fmysl v krizi<\/span><\/h3>\n

Tento krok p\u0159ich\u00e1z\u00ed uprost\u0159ed p\u0159etrv\u00e1vaj\u00edc\u00ed <\/span>krize<\/span><\/a> v \u010d\u00ednsk\u00e9m sol\u00e1rn\u00edm pr\u016fmyslu. V z\u00e1\u0159\u00ed \u010c\u00ednsk\u00e1 lidov\u00e1 republika vyvezla 1,21 milionu tun sol\u00e1rn\u00edch \u010dl\u00e1nk\u016f a modul\u016f, co\u017e je o 6,4 procenta m\u00e9n\u011b ne\u017e ve stejn\u00e9m m\u011bs\u00edci lo\u0148sk\u00e9ho roku. Od ledna do z\u00e1\u0159\u00ed se objem v\u00fdvozu podle hmotnosti sn\u00ed\u017eil o 9,5 procenta na 9,37 milionu tun. Po\u010det vyvezen\u00fdch kus\u016f v z\u00e1\u0159\u00ed v\u0161ak vzrostl o 11,3 procenta a hodnota zbo\u017e\u00ed se zv\u00fd\u0161ila o 19,4 procenta na 3,34 miliardy dolar\u016f. Podnik si tedy ve v\u0161ech kl\u00ed\u010dov\u00fdch ukazatel\u00edch nevede \u0161patn\u011b. Obrovsk\u00e1 nadkapacita a nel\u00edtostn\u00e1 konkurence v\u0161ak i nad\u00e1le p\u0159edstavuj\u00ed pro v\u00fdrobce zna\u010dn\u00e9 v\u00fdzvy.<\/span><\/p>\n

D\u016fsledky jsou patrn\u00e9 na po\u010dtu zam\u011bstnanc\u016f ve velk\u00fdch \u010d\u00ednsk\u00fdch sol\u00e1rn\u00edch spole\u010dnostech. Na konci roku 2025 spole\u010dnosti Longi Green Energy, Trina Solar, Jinko Solar, JA Solar a Tongwei dohromady zam\u011bstn\u00e1valy pouze 154 061 lid\u00ed. Ve srovn\u00e1n\u00ed s p\u0159edchoz\u00edm rokem se jednalo o pokles o 40 589 lid\u00ed \u2013 ohromuj\u00edc\u00edch 21 procent. Jejich po\u010det zam\u011bstnanc\u016f se v roce 2024 ji\u017e sn\u00ed\u017eil o 31 procent. B\u011bhem dvou let t\u011bchto p\u011bt spole\u010dnost\u00ed ztratilo t\u00e9m\u011b\u0159 polovinu sv\u00fdch zam\u011bstnanc\u016f. Skute\u010dn\u00e1 decimace v odv\u011btv\u00ed, kter\u00e9 klimati\u010dt\u00ed aktivist\u00e9 oslavuj\u00ed jako motor zelen\u00e9 budoucnosti.<\/span><\/p>\n

Ekonomick\u00e1 \u010d\u00edsla jsou nem\u00e9n\u011b zni\u010duj\u00edc\u00ed. \u010c\u00ednsk\u00e9 sol\u00e1rn\u00ed tov\u00e1rny nyn\u00ed maj\u00ed v\u00fdrobn\u00ed kapacitu zhruba dvakr\u00e1t vy\u0161\u0161\u00ed ne\u017e celkov\u00e1 sv\u011btov\u00e1 popt\u00e1vka. Cenov\u00e1 v\u00e1lka je odpov\u00eddaj\u00edc\u00edm zp\u016fsobem brut\u00e1ln\u00ed. Pr\u016fm\u011brn\u00e1 prodejn\u00ed cena modul\u016f p\u011bti hlavn\u00edch v\u00fdrobc\u016f klesla z 350 dolar\u016f za kilowatt v roce 2019 na pouh\u00fdch 130 dolar\u016f v roce 2025. Jejich pr\u016fm\u011brn\u00e1 provozn\u00ed ziskov\u00e1 mar\u017ee se zhor\u0161ila z minus osmi procent v roce 2024 na minus 13 procent v lo\u0148sk\u00e9m roce. Spole\u010dnosti n\u011bkdy prod\u00e1vaj\u00ed pod sv\u00fdmi v\u00fdrobn\u00edmi n\u00e1klady. Ani des\u00edtky tis\u00edc ztracen\u00fdch pracovn\u00edch m\u00edst nesta\u010d\u00ed k zastaven\u00ed ztr\u00e1t.<\/span><\/p>\n

Propou\u0161t\u011bn\u00ed a miliardov\u00e9 ztr\u00e1ty<\/span><\/h3>\n

Dom\u00e1c\u00ed trh tak\u00e9 <\/span>sl\u00e1bne<\/span><\/a> . Pot\u00e9, co bylo v roce 2025 instalov\u00e1no rekordn\u00edch 315 gigawatt\u016f sol\u00e1rn\u00ed kapacity, nyn\u00ed analytici spole\u010dnosti Jefferies o\u010dek\u00e1vaj\u00ed pro rok 2026 pouze 150 a\u017e 200 gigawatt\u016f. Pekingsk\u00e1 reforma v\u00fdkupn\u00edch cen elekt\u0159iny d\u00e1le utlumila popt\u00e1vku. V d\u016fsledku toho v\u00fdrobci ztr\u00e1cej\u00ed \u010d\u00e1st sv\u00e9ho p\u0159edchoz\u00edho r\u016fstu pr\u00e1v\u011b v regionu, kde komunistick\u00e9 veden\u00ed po l\u00e9ta masivn\u011b podporovalo roz\u0161i\u0159ov\u00e1n\u00ed fotovoltaiky. Zd\u00e1 se, \u017ee tr\u017en\u00ed s\u00edly nelze p\u0159ekonat ani stranick\u00fdmi dekrety.<\/span><\/p>\n

V srpnu 2025 <\/span>jsme informovali<\/span><\/a> o masivn\u00edm propou\u0161t\u011bn\u00ed a miliardov\u00fdch ztr\u00e1t\u00e1ch v \u010d\u00ednsk\u00e9m sol\u00e1rn\u00edm pr\u016fmyslu. V t\u00e9 dob\u011b p\u011bt hlavn\u00edch v\u00fdrobc\u016f v roce 2024 zru\u0161ilo p\u0159ibli\u017en\u011b 87 000 pracovn\u00edch m\u00edst. I tehdy se \u010d\u00ednsk\u00e9 veden\u00ed sna\u017eilo nov\u00fdmi intervencemi omezit ni\u010div\u00fd propad cen a nadprodukci. \u010c\u00edsla, kter\u00e1 jsou nyn\u00ed k dispozici, ukazuj\u00ed, jak m\u00e1lo se zm\u011bnilo v z\u00e1kladn\u00edch probl\u00e9mech. Pro mnoho v\u00fdrobc\u016f se st\u00e1tem podporovan\u00fd sol\u00e1rn\u00ed boom stal bojem o ekonomick\u00e9 p\u0159e\u017eit\u00ed.<\/span><\/p>\n

Peking nyn\u00ed dokonce zasahuje do <\/span>exportn\u00edch pob\u00eddek<\/span><\/a> . Od 1. dubna 2026 ji\u017e \u010d\u00ednsk\u00e9 fotovoltaick\u00e9 produkty nedost\u00e1vaj\u00ed vr\u00e1cen\u00ed DPH z v\u00fdvozu. Toto vr\u00e1cen\u00ed pom\u00e1halo v\u00fdrobc\u016fm nab\u00edzet sv\u00e9 zbo\u017e\u00ed za obzvl\u00e1\u0161t\u011b n\u00edzk\u00e9 ceny na mezin\u00e1rodn\u00edch trz\u00edch. Se zru\u0161en\u00edm t\u00e9to da\u0148ov\u00e9 \u00falevy rostou exportn\u00ed n\u00e1klady. Po letech budov\u00e1n\u00ed gigantick\u00fdch v\u00fdrobn\u00edch kapacit a t\u00edm i tlaku na sni\u017eov\u00e1n\u00ed cen se \u010d\u00ednsk\u00e9 komunistick\u00e9 veden\u00ed nyn\u00ed sna\u017e\u00ed dostat pod kontrolu d\u016fsledky vlastn\u00edho boomu dotac\u00ed. Nejprve zaplavuje sv\u011btov\u00fd trh levn\u00fdmi moduly a pot\u00e9 se sna\u017e\u00ed stabilizovat odv\u011btv\u00ed nov\u00fdmi st\u00e1tn\u00edmi intervencemi \u2013 tak vypad\u00e1 v praxi pekingsk\u00e1 sol\u00e1rn\u00ed pl\u00e1novan\u00e1 ekonomika.<\/span><\/p>\n

Brusel se nad\u00e1le spol\u00e9h\u00e1 na v\u00edtr a slunce<\/span><\/h3>\n

A co d\u011bl\u00e1 Brusel? Eurokrat\u00e9 tam prosazuj\u00ed svou tzv. zelenou transformaci. Uhl\u00ed, ropa a plyn maj\u00ed b\u00fdt st\u00e1le v\u00edce nahrazov\u00e1ny v\u011btrnou energi\u00ed, fotovoltaikou a dal\u0161\u00edmi technologiemi. Z\u00e1rove\u0148 se evropsk\u00e9 pr\u016fmyslov\u00e9 spole\u010dnosti pot\u00fdkaj\u00ed s vysok\u00fdmi cenami energi\u00ed, n\u00e1klady na emise CO2 a byrokratick\u00fdmi p\u0159edpisy. Za t\u011bchto podm\u00ednek \u010del\u00ed dom\u00e1c\u00ed sol\u00e1rn\u00ed tov\u00e1rny t\u011b\u017ek\u00e9mu boji s levn\u00fdmi \u010d\u00ednsk\u00fdmi moduly. Evropsk\u00e1 energetick\u00e1 transformace tak vytv\u00e1\u0159\u00ed dodate\u010dnou popt\u00e1vku po produktech, v nich\u017e \u010c\u00edna ze v\u0161ech zem\u00ed dominuje mezin\u00e1rodn\u00edmu trhu.<\/span><\/p>\n

\u010c\u00edsla mluv\u00ed sama za sebe. <\/span>Podle Eurostatu<\/span><\/a> poch\u00e1zelo v roce 2024 cel\u00fdch 98 procent sol\u00e1rn\u00edch panel\u016f dovezen\u00fdch EU ze t\u0159et\u00edch zem\u00ed, m\u011b\u0159eno hodnotou, z \u010c\u00edny. Z celkov\u00e9 \u010d\u00e1stky 11,1 miliardy eur p\u0159ipadalo 10,9 miliardy eur na \u010c\u00ednu. Hodnota dovozu se ve srovn\u00e1n\u00ed s rokem 2023 sn\u00ed\u017eila o 43 procent, proto\u017ee ceny modul\u016f dramaticky klesly. Hmotnostn\u00ed dovoz se v\u0161ak ve skute\u010dnosti zv\u00fd\u0161il o dv\u011b procenta. Popt\u00e1vka po \u010d\u00ednsk\u00fdch sol\u00e1rn\u00edch modulech v Evrop\u011b tak z\u016fstala vysok\u00e1, zat\u00edmco dom\u00e1c\u00ed v\u00fdrobci se pot\u00fdkali s levnou konkurenc\u00ed.<\/span><\/p>\n

Debakl s Meyer Burgerem<\/span><\/a> ji\u017e uk\u00e1zal, jak m\u016f\u017ee tento konkuren\u010dn\u00ed boj skon\u010dit . \u0160v\u00fdcarsk\u00e1 sol\u00e1rn\u00ed spole\u010dnost musela zav\u0159\u00edt sv\u00e9 z\u00e1vody v sask\u00fdch Hohenstein-Ernstthalu a Bitterfeldu-Wolfenu. Bylo t\u00edm posti\u017eeno v\u00edce ne\u017e 500 pracovn\u00edch m\u00edst. Vysok\u00e9 evropsk\u00e9 v\u00fdrobn\u00ed n\u00e1klady, vlastn\u00ed ekonomick\u00e9 pot\u00ed\u017ee a levn\u00e1 \u010d\u00ednsk\u00e1 konkurence m\u011bly na spole\u010dnost v\u00e1\u017en\u00fd dopad. Z slibovan\u00e9ho zelen\u00e9ho pr\u016fmyslu budoucnosti v t\u011bchto lokalit\u00e1ch zbyly jen zav\u0159en\u00e9 tov\u00e1rn\u00ed br\u00e1ny a nezam\u011bstnan\u00ed lid\u00e9.<\/span><\/p>\n

Slep\u00e1 uli\u010dka v energetick\u00e9 politice<\/span><\/h3>\n

Peking nyn\u00ed chce zp\u0159\u00edsnit kontrolu nad p\u0159\u00edstupem ke kl\u00ed\u010dov\u00fdm v\u00fdrobn\u00edm technologi\u00edm. Pro Evropu to p\u0159edstavuje dal\u0161\u00ed p\u0159ek\u00e1\u017eku v jej\u00edm \u00fasil\u00ed o obnovu vlastn\u00ed sol\u00e1rn\u00ed v\u00fdroby. Modern\u00ed v\u00fdrobn\u00ed za\u0159\u00edzen\u00ed a efektivn\u00ed v\u00fdrobn\u00ed procesy jsou kl\u00ed\u010dov\u00e9 pro konkurenceschopnost s \u010d\u00ednsk\u00fdmi v\u00fdrobci. \u010c\u00ednsk\u00e1 lidov\u00e1 republika chce chr\u00e1nit sv\u00e9 technologick\u00e9 v\u00fdhody, zat\u00edmco Brusel se sna\u017e\u00ed pos\u00edlit sv\u016fj vlastn\u00ed pr\u016fmysl tzv. z\u00e1konem o nulov\u00fdch \u010dist\u00fdch emis\u00edch a nov\u00fdmi dota\u010dn\u00edmi opat\u0159en\u00edmi. Je ironi\u00ed, \u017ee pr\u00e1v\u011b z\u00e1vislost na dodavatel\u00edch, kterou evrop\u0161t\u00ed politici l\u00e9ta umo\u017e\u0148ovali r\u016fst, je nyn\u00ed to, proti \u010demu mus\u00ed bojovat dal\u0161\u00edmi programy pr\u016fmyslov\u00e9 politiky.<\/span><\/p>\n

Evropan\u00e9 se v sou\u010dasn\u00e9 dob\u011b velmi n\u00e1kladn\u00fdm zp\u016fsobem u\u010d\u00ed, \u017ee kontinent chud\u00fd na zdroje je v ot\u00e1zce dod\u00e1vek energie z\u00e1visl\u00fd na zahrani\u010dn\u00edch zem\u00edch. A\u0165 u\u017e jde o ropu nebo plyn, uran pro jadern\u00e9 palivov\u00e9 ty\u010de nebo v\u011btrn\u00e9 a sol\u00e1rn\u00ed technologie spolu se surovinami pro baterie. A tato z\u00e1vislost se projevuje znovu a znovu.<\/span><\/p>\n

\"\"<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u010c\u00ednsk\u00fd st\u00e1tem financovan\u00fd sol\u00e1rn\u00ed pr\u016fmysl se propad\u00e1 st\u00e1le hloub\u011bji do krize. Objemy exportu se zmen\u0161uj\u00ed,…<\/p>\n","protected":false},"author":2,"featured_media":119029,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[30,285,41,2840],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/119028"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=119028"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/119028\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/119029"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=119028"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=119028"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=119028"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}