{"id":98861,"date":"2026-05-09T16:45:20","date_gmt":"2026-05-09T14:45:20","guid":{"rendered":"https:\/\/legrandcontinent.eu\/es\/?p=98861"},"modified":"2026-05-09T16:45:24","modified_gmt":"2026-05-09T14:45:24","slug":"guerra-en-iran-el-boom-fotovoltaico-chino","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/es\/2026\/05\/09\/guerra-en-iran-el-boom-fotovoltaico-chino\/","title":{"rendered":"Guerra en Ir\u00e1n: el boom fotovoltaico chino"},"content":{"rendered":"\n<p>Entre febrero y marzo de 2026, la industria fotovoltaica china, que domina pr\u00e1cticamente todo el sector, pr\u00e1cticamente duplic\u00f3 sus exportaciones mundiales.&nbsp;<\/p>\n\n\n\n<p>China exporta sus productos destinados a los paneles solares en tres formatos:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>En primer lugar, est\u00e1n las obleas, l\u00e1minas de silicio en bruto tratadas de forma especial para generar corriente el\u00e9ctrica cuando se exponen al sol;<\/li>\n\n\n\n<li>luego, las c\u00e9lulas en las que se montan y ensamblan esas obleas de silicio;&nbsp;<\/li>\n\n\n\n<li>y, por \u00faltimo, paneles que incluyen estas c\u00e9lulas con un marco y el cableado necesario para que est\u00e9n listos para su instalaci\u00f3n.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Las obleas y las c\u00e9lulas, cuyas exportaciones han aumentado considerablemente en los \u00faltimos a\u00f1os, se destinan principalmente a pa\u00edses asi\u00e1ticos, donde se ensamblan en forma de paneles. Esto permite, entre otras cosas, eludir las restricciones estadounidenses relativas a las exportaciones chinas.&nbsp;<\/p>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/aoX2z\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Los europeos, por su parte, importan pr\u00e1cticamente s\u00f3lo paneles.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<p>Las exportaciones de productos fotovoltaicos son bastante c\u00edclicas: disminuyen en invierno y vuelven a aumentar en verano.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ya hab\u00edan bajado considerablemente en los \u00faltimos meses, pero entre febrero y marzo de 2026 se duplicaron repentinamente en todas sus formas (obleas, c\u00e9lulas y paneles), debido a la guerra contra Ir\u00e1n y al bloqueo del estrecho de Ormuz.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>En Europa, las importaciones de paneles chinos se hab\u00edan estancado en gran medida desde 2022. Sin embargo, experimentaron un notable repunte entre febrero y marzo de este a\u00f1o.&nbsp;&nbsp;<\/p>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/QW7SP\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sin embargo, hasta ahora este auge s\u00f3lo ha tenido un impacto relativamente limitado en los precios.\u00a0<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/dosqD\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Los precios de los paneles y las c\u00e9lulas se hab\u00edan reducido casi a un tercio en los \u00faltimos cuatro a\u00f1os. El pasado mes de marzo, subieron un 10% en el caso de los paneles y un 25% en el de las c\u00e9lulas.\u00a0<\/li>\n<\/ul>\n\n\n\n<p>Por lo tanto, la guerra contra Ir\u00e1n ha supuesto un importante impulso para la transici\u00f3n energ\u00e9tica mundial, especialmente en el sector de la energ\u00eda solar, que es hoy la fuente de energ\u00eda renovable m\u00e1s econ\u00f3mica y m\u00e1s f\u00e1cil de implantar r\u00e1pidamente.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Desde febrero, la industria fotovoltaica china, que domina casi todo el sector, casi ha duplicado sus exportaciones mundiales.<\/p>\n","protected":false},"author":40,"featured_media":98854,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":true,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":2,"footnotes":""},"categories":[98],"tags":[],"staff":[],"editorial_format":[1472],"serie":[],"audience":[],"geo":[198],"class_list":["post-98861","post","type-post","status-publish","format-standard","hentry","category-energia-y-medio-ambiente","editorial_format-analisis","geo-mundo"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":98854,"excerpt":"Desde febrero, la industria fotovoltaica china, que domina casi todo el sector, casi ha duplicado sus exportaciones mundiales.","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - 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