Makampani opanga photovoltaic akukumana ndi kusokonezeka kwatsopano.Avereji yopangira tsiku lililonse mu February idafika pamtunda wapamwamba kwambiri m'mbiri

Atolankhani mu makampani kumvetsa kuti kuyambira chiyambi cha chaka, photovoltaic makampani unyolo pa malekezero osiyanasiyana asintha mlingo ntchito, mbali ya February pafupifupi tsiku mlingo kupanga kufika pamwamba kwambiri m'mbiri, ankaimba makampani chaka chino kupitiriza patsogolo. "chiyambi".

Mafunso ochulukira komanso kukonza zopanga zambiri

Kunena zowona, kukonzedwa kwa ulalo wazinthu za silicon kwakhala kwakukulu posachedwa.Pansi pa kuchuluka kwa magwiridwe antchito akutsika, kupatula imodzi mwamabizinesi 15 apanyumba a silicon kuti akonzere, ena onse adasungabe kupanga ndi kubweretsa zinthu moyenera pa Chikondwerero cha Spring.Zotulutsa zapakhomo mu Januwale zikuyembekezeka kupitilira matani 100,000, ndikuwonjezeka ndi 5% kuposa mwezi watha.Kuchokera pamalingaliro amtengo, mtengo wazinthu za silicon usiku wa Chikondwerero cha Spring unasiya kugwa ndikuwonjezekanso.Kufufuzako kunapitilira kukwera pa tsiku loyamba lantchito pambuyo pa chikondwererochi, ndipo mawu amakampani ena adakwera mpaka 180 yuan/kg motsatizana.Ogwira ntchito m'mafakitale adanenanso kuti ndikuyambanso ntchito pambuyo pa msika wa tchuthi, mitengo ya silicon ikuyembekezeka kukhalabe yolimba pakanthawi kochepa.

M'mwezi wa Januware, kuchuluka kwa silicon wafer kunapitilirabe kuchepa, ndipo mphamvu yoperekera idatsika.Mabizinesi ambiri ophatikizika a silicon adakulitsa kuchuluka kwa magwiridwe antchito.Mlingo wogwirira ntchito wamabizinesi amzere woyamba wa silicon wafer akuyembekezeka kukhala pafupifupi 65% mpaka 70%, ndipo mabizinesi amzere wachiwiri akuyembekezeka kupitilira 60%.Pankhani yamtengo, chikondwererochi chisanachitike, bizinesi yoyamba ya silicon wafer idachitapo kanthu kukweza mitengo, ndipo pa Chikondwerero cha Spring, mabizinesi ena adatsata.Zikuyembekezeka kuti mtengo wa silicon wafer upitilira kukwera pang'ono kumbuyo kwa mtengo wa silicon ndi kufunika kwabwino.

Kupanga mabatire ndizabwinobwino, mabizinesi akuluakulu amakhala ndi chithandizo chabwino, pafupi ndi kupanga kwathunthu pa Chikondwerero cha Spring.Pankhani ya mtengo, batire inanyamuka chisanachitike chikondwererocho, pambuyo pa chikondwererocho, mtengo waposachedwa kwambiri wa P-mtundu wa 182, katundu wa 210 wafika 0.96-0.97 yuan / watt, poyerekeza ndi 0.80 yuan / watt yapitayi yawonjezeka kwambiri.

Pa Chikondwerero cha Spring, mabizinesi ang'onoang'ono adasunga ntchito yolemetsa kwambiri.Kutulutsa kwa zigawo mu February kuyenera kupitirira gigawatts ya 30, kuwonjezeka kwa mwezi ndi mwezi kupitirira 10%, ndipo kutulutsa kwa tsiku limodzi ndilopamwamba kwambiri m'mbiri, zomwe zikufanana ndi zomwe mu November chaka chatha.Pankhani ya mtengo, chifukwa cha zochepa zomwe zimachitika pa Chikondwerero cha Spring, mtengowu sunasinthe kwambiri.Mabizinesi amtundu woyamba amasunga 1.75-1.80 yuan/watt, mzere wachiwiri 1.70-1.75 yuan/watt, ndipo dongosolo latsopanoli likukambidwabe pambuyo pa chikondwererochi.Malamulo a mzere woyamba m'manja ndi okwanira, ndipo mtengo wa dongosolo latsopanolo ukuyembekezekabe kukhala pafupifupi 1.70 yuan/watt.

Ponena za ulalo wazinthu zothandizira, mu February, motsogozedwa ndi kukweza kwazinthu zopanga ndikubwezeretsanso pang'onopang'ono kutera pang'onopang'ono, kupezeka ndi kufunikira kwa zida zothandizira monga filimu ya rabara ndi magalasi zikuyembekezeka kusintha, ndipo kupanga kudzawonjezeka motere.Pa mtengo, mtengo wa filimuyo mu Januwale udakali wotsika, kupanikizika kwa phindu kulipobe, February akuyembekezeka kulowa mu nthawi yawindo la kukwera kwamtengo wapatali.Chifukwa imathandizira kutulutsidwa kwa galasi kotala mu kotala chachinayi cha chaka chatha, kutsogolera kufufuza chinawonjezeka pafupifupi milungu iwiri, galasi mitengo mu January pang'ono kusintha, February kufufuza chikuyembekezeka kupita, mtengo wa ntchito khola.

Maoda odzaza atsika

Koma bottoming kunja kwa makampani kuyambira chiyambi cha chaka, ofufuza Changjiang Dianxin amakhulupirira kuti chifukwa chachikulu n'chakuti pansi pa maziko a imathandizira mtengo kuchepa kwa unyolo mafakitale, kupanga ndandanda azimuth mu January ndi zabwino, kufunika. kusintha kumayembekezeredwa pasadakhale, ndipo phindu la ulalo uliwonse limakhala ndi ziyembekezo zomveka bwino.Kuchokera pamawonekedwe a zofunikira, chifukwa cha malamulo okwanira a zigawo zomwe zili m'manja ndi kuchepa kwaposachedwa kwa ndalama zopangira, kupanga ndondomeko yopangira zigawo zophatikizana zomwe zikutsogolera zakhala zikuyenda bwino poyerekeza ndi ndondomeko yapitayi.Masewerowo anali abwinoko kuposa momwe amayembekezera, chifukwa cha nyengo yotsika pang'onopang'ono.

Kuphatikiza apo, potengera momwe phindu limagwirira ntchito, mtengo wamakampani aposachedwa kwambiri udatsika kwambiri pambuyo pa kugwedezekanso, zinthu zowuma za silicon chifukwa chakutsikanso kwamadzi zidayamba kukweza mitengo, tchipisi ta silicon, mabatire ndikukwera.Ngakhale kuti kutsika kwamtengo wochepa sikusintha kusintha kwa mtengo wamtengo wapatali, kusintha kwa phindu la gawo la gawoli kumakhala koonekeratu, ndipo kutayika kwa mtengo wamtengo wapatali kwakhala kokhoza kulamuliridwa pansi pa ndondomeko yogulitsa katundu.

"Tikuyembekezera chaka chino, akadali botolo loperekera kuti adziwe zomwe akufunikira, poganizira kuti particles, mchenga wa quartz woyeretsedwa uli ndi kusungunuka kokwanira, panthawi imodzimodziyo, mtengo wa makina opanga mafakitale kuti upangitse kukwera kwa kufunikira. ndi zoonekeratu.”Ofufuza omwe ali pamwambawa adaneneratu kuti mphamvu ya photovoltaic yapadziko lonse lapansi ikuyembekezeka kufika ku 350-380 gigawatts chaka chino, kukula kwa chaka ndi chaka kuposa 40%, ndipo mfundo zamphamvu zikupitirirabe.

Kutsatsa kwama projekiti ndikotentha

Kumbuyo kwa "chipwirikiti" cha unyolo wamakampani a photovoltaic ndikuyamba kotentha kwa ntchito zina zazikulu ndi kutsegula kotentha kwa mapulojekiti akuluakulu kumayambiriro kwa chaka, zomwe zimapereka makampani kukhala ndi chidaliro chopita patsogolo.

Pa Januwale 11, pulojekiti yayikulu kwambiri yopanga mzere umodzi yamagetsi apamwamba kwambiri a solar photovoltaic heterojunction cell (HJT kapangidwe) ku China, projekiti ya 5 gigawatt yogwira ntchito bwino kwambiri ya heterojunction cell idakhazikitsidwa ku Danliang County, Meishan City.Ntchitoyi ikukonzekera kuyika ndalama zokwana 2.5 biliyoni zonse, ndipo ikuyembekezeka kupangidwa kumapeto kwa Ogasiti 2023.

Yang Wendong, wachiwiri kwa purezidenti wamkulu wa polojekitiyi, adawonetsa kuti ukadaulo wa batri wa heterojunction ndiukadaulo wapamwamba kwambiri wamtundu wachitatu wa N-mtundu wa batri pamsika pano.Zimaphatikiza ubwino wa batire ya crystalline silicon ndi batri yopyapyala ya filimu, yokhala ndi mphamvu zambiri, kutsika kwapansi, kukana kutentha, kutsika kwapawiri-mbali mikhalidwe inayi, malo ofunikira msika wamtsogolo ndi wamkulu.Pakadali pano, polojekitiyi yaphatikizidwa mu projekiti yayikulu ya Sichuan 2023, komanso Meishan City kumanga 100 biliyoni ya silicon photovoltaic industry key backbone project.

Pa Januware 27, mwambo woyambilira wa projekiti yapamwamba kwambiri ya batire ya heterojunction ya China Building Materials unachitika ku Jiangyin Harbor Development Zone.Akuti ntchitoyi idayikidwa ndi China Building Materials (Jiangyin) Photoelectric Material Technology Co., LTD., kampani ya China Construction Group, ndi ndalama zonse zokwana 5 biliyoni.

Pakati pa mwezi watha, China Power Construction inalengeza zotsatira zotsegulira za 26GW photovoltaic mega-tender.Chifukwa cha kuchuluka kwa ma monomer, ndi zinthu za silicon, mitengo ya silicon chip idatsika, malo opangira phindu adatsegulidwa, zopatsa chidwi zidakopa makampani opitilira 40, izi sizinachitikepo.Pankhani ya quotation, pali chizolowezi cha polarization.Makampani otsogola nthawi zambiri amapereka mitengo yokwera, pomwe makampani achiwiri ndi achitatu amapikisana pamitengo yotsika.Mtengo wapakati (pa watt) ndi 1.67-1.69 yuan pazinthu zamtundu wa P ndi 1.75 yuan pazigawo zamtundu wa N.Mtengo wotsika kwambiri ndi 1.48 yuan, mtengo wapamwamba kwambiri ndi wopitilira 1.8 yuan pamtundu wa P komanso pafupifupi 2 yuan pamtundu wa N.

Poyang'ana makampani, zotsatira zopambana za umodzi waukulu zidzawonetsa zomwe makampani akuyembekezera.Malinga ndi mtengo wamakono wamafakitale ndi kuwerengera kwamitengo yamakampani, mwachitsanzo, dongosolo lalikulu la China Power Construction limaperekedwa molingana ndi mtengo wopambana.Poyerekeza ndi mtengo wapano wozungulira 1.3 yuan/w, phindu lochulukirapo la zigawo zake ndi lalikulu kwambiri.

Kuphatikiza apo, chikondwererochi chisanachitike pakutsatsa kwaposachedwa kwambiri, zida za Dachang zawoneka mtengo wotsika wa 1.6 yuan/watt.Malinga ndi "125,000 kW / 500,000 KWH zosungirako + 500,000 kw malo owoneka bwino m'munda womwewo" wa Changji Guodu County, 200,000 kW photovoltaic module yogula zinthu zotsatsa zotsatsa zikuwonetsa kuti Huansheng Photovoltaic (Jiangsu) Co., Ltd. wa 438337536 yuan, mtengo wagawo wa 1.68 yuan/watt unakhala woyamba kupikisana nawo.Trina Solar ndi wachiwiri wopikisana nawo pamtengo wa yuan 1.6 pa watt.