Pakutanga kweGore Idzva, iyo photovoltaic industry ine imwe denderedzwa yekudengenyeka.
Vatori venhau muindasitiri kuti vanzwisise kuti kubvira pakutanga kwegore, iyo photovoltaic indasitiri cheni pamigumo yakasiyana-siyana yakavandudza chiyero chekushanda, chikamu cheFebruary avhareji yezuva nezuva yekugadzira yakasvika yepamusoro-soro munhoroondo, yakaridza indasitiri gore rino kuti ienderere mberi. iyo "nhanganyaya".
Mimwe kubvunza uye yakawanda kugadzira kuronga
Kutaura chokwadi, kurongeka kwekugadzirwa kwesilicon material link kwagara kwakakwira nguva pfupi yadarika.Pasi pekuwedzera kwekuwedzera kweyero yekushanda kwepasi, kunze kweimwe yemabhizinesi gumi neshanu epamba silicon zvinhu zvekugadzirisa, mamwe ese akachengetedza kugadzirwa kwakajairwa uye kutakura panguva yeMutambo weChirimo.Kuburitswa mudzimba muna Ndira kunotarisirwa kudarika 100,000 matani, kuwedzera neinodarika 5% kubva pamwedzi wapfuura.Kubva pamutengo wekuona, mutengo wesilicon zvinhu muhusiku hweMutambo weChirimo wakamira kudonha uye wakawedzera.Kubvunza kwakaramba kuchiwedzera pazuva rekutanga rekushanda mushure memutambo, uye makotesheni emamwe mabhizinesi akakwira kusvika ku180 yuan/kg zvakateerana.Indasitiri mukati vakati nekutangazve basa mushure memusika wezororo, mitengo yesilicon inotarisirwa kuramba yakasimba munguva pfupi.
Muna Ndira, kuverengera kwesilicon wafer kwakaramba kuchidzikira, uye dhiri rekutakura rakadzikira.Mazhinji silicon wafer mabhizinesi akawedzera mwero wekushanda.Mwero wekushanda kwemabhizinesi ekutanga-silicon wafer mabhizinesi anotarisirwa kunge ari makumi matanhatu neshanu muzana kusvika makumi manomwe muzana, uye iwo echipiri-mutsara silicon wafer mabhizinesi anotarisirwa kunge ari pamusoro pe60%.Panyaya yemutengo, mutambo usati wasvika, bhizinesi rekutanga resilicon wafer rakatora danho rekukwidza mitengo, uye panguva yeMutambo weChirimo, mamwe mabhizinesi akatevera.Zvinotarisirwa kuti mutengo wesilicon wafer ucharamba uchikwira zvishoma pasi peiyo rebound yesilicon mutengo uye kudiwa kwakanaka.
Kugadzirwa kwebhatiri kwakaringana, mabhizinesi makuru ane tsigiro yakanaka yekurongeka, padyo nekugadzirwa kwakazara panguva yeChirimo Mutambo.Maererano nemutengo, bhatiri yakasimuka pamberi pemutambo, mushure memutambo, mutengo wekupedzisira weP-type 182, 210 zvigadzirwa zvasvika 0.96-0.97 yuan / watt, zvichienzaniswa nekare 0.80 yuan / watt yakawedzera zvakanyanya.
Munguva yeMutambo weChirimo, mabhizinesi echikamu akachengetedza basa rakakura.Kubuda kwezvikamu munaFebruary kunotarisirwa kudarika gigawatts makumi matatu, mwedzi-pa-mwedzi kuwedzera kweanopfuura 10%, uye kubuda kwezuva rimwe chete ndiyo yepamusoro-soro munhoroondo, iyo inofananidzwa neyo munaNovember gore rapera.Panyaya yemutengo, nekuda kwekutengesa kushoma panguva yeChirimo Mutambo, mutengo hauna kuchinja zvakanyanya.Mabhizinesi ekutanga anochengetedza 1.75-1.80 yuan/watt, yechipiri-mutsara 1.70-1.75 yuan/watt, uye iyo nyowani nyowani ichiri pasi pekutaurirana mushure memutambo.Yekutanga-mutsara maodha ari muruoko akakwana, uye mutengo weiyo nyowani uchiri kutarisirwa kunge ungangoita 1.70 yuan/watt.
Kana iri yekubatsira zvinhu zvinongedzo, muna Kukadzi, pasi pemashure echikamu chekusimudzira kugadzirwa uye chirongwa chekuzadza zvishoma nezvishoma, kupihwa uye kudiwa kwezvinhu zvekubatsira senge rabha firimu negirazi zvinotarisirwa kuvandudzwa, uye kugadzirwa kuchawedzera saizvozvo.Pamutengo, mutengo wemufirimu muna Ndira uchiri kuderera, purofiti yekumanikidza ichiripo, Kukadzi inotarisirwa kupinda munguva yewindo rekuvhunduka kukwira kwemutengo.Nekuda kwekukurumidza kuburitswa kwegirazi rekupa mukota yechina yegore rapfuura, inotungamira hesiti yakawedzera kusvika anenge masvondo maviri, mitengo yegirazi muna Ndira yakagadziridzwa zvishoma, Kuverengera kwaFebruary kunotarisirwa kuenda, mutengo wekushanda wakatsiga.
Maodha akazadzwa anodhura
Kana zviri zvekudzika kunze kweindasitiri kubva pakutanga kwegore, vaongorori veChangjiang Dianxin vanotenda kuti chikonzero chikuru ndechekuti pasi pekukurumidza kuderera kwemutengo weiyo indasitiri chain, maitiro ekuronga kugadzirwa muna Ndira kwakanaka, kudiwa. shanduko inotarisirwa kumberi, uye purofiti yetsika yega yega ine zvishoma zvishoma zvinotarisirwa zvakajeka.Kubva pakuona kwekudiwa, nekuda kwemirairo yakakwana yezvikamu zviri muruoko uye kuderera kwemazuva ano kwemitengo yezvakagadzirwa, kurongeka kwekugadzira kwezvikamu zvakabatanidzwa zvinotungamira kwakavandudzwa zvichienzaniswa nekuronga kwapfuura.Kuita kwacho kwaive nani pane zvaitarisirwa, zvichipihwa mwaka unononoka wechinyakare.
Uye zvakare, kubva pamaonero ekuita purofiti, mutengo weiyo ichangoburwa maindasitiri cheni yakakurumidza kudonha mushure mekuvhunduka kudzokororwa, silicon zvinhu dense zvinhu nekuda kwekudzika kwemvura kwakatanga kukwidza mitengo, silicon chips, mabhatiri nekukwira.Kunyange zvazvo kuwedzera kwemutengo kuduku kusingachinje maitiro ehuwandu hwekuderedza mutengo, kuvandudza purofiti yechikamu chechikamu kuchiri kujeka, uye kurasikirwa kwemutengo wekutengesa kwave kusingadzoreki pasi pechirongwa chepamusoro chekutengesa.
"Tichitarisira gore rino, ichiri bhodhoro rekuona kuti chii chakaiswa, tichifunga kuti zvimedu, high purity quartz jecha rine imwe elasticity yekugovera, panguva imwe chete, mutengo weindasitiri cheni kukurudzira ruzha rwekuda. zviri pachena.”Vatsvakurudzi vari pamusoro apa vakafanotaura kuti pasi rose photovoltaic yakaiswa simba inotarisirwa kusvika 350-380 gigawatts gore rino, gore negore kukura kweanopfuura 40%, uye nheyo dzakasimba dzinopfuurira.
Kubhidha kwemapurojekiti kuri kupisa
Seri kwe "kubvongodza" kweketani yephotovoltaic industry ndiko kutanga kunopisa kwemamwe mapurojekiti makuru uye kuvhurwa kunopisa kwemapurojekiti makuru ekutsvaga mukutanga kwegore, izvo zvinopa indasitiri chivimbo chekufambira mberi.
Musi wa11 Ndira, purojekiti huru yekugadzira mutsara wepamusoro-solar photovoltaic heterojunction cell (HJT chimiro) muChina, 5 gigawatt yakakwirira-inoshanda heterojunction cell project yakatangwa muDanliang County, Meishan City.Iyo purojekiti inoronga kuisa 2.5 bhiriyoni yuan yakazara, uye inotarisirwa kuiswa mukugadzirwa mukupera kwaNyamavhuvhu 2023.
Yang Wendong, mutevedzeri wemutevedzeri wemutungamiri wepurojekiti iyi, akaunza kuti heterojunction bhatiri tekinoroji ndiyo yakanyanya kukwirisa chizvarwa chechitatu N-mhando yebhatiri tekinoroji muindasitiri parizvino.Iyo inobatanidza zvakanakira crystalline silicon bhatiri uye yakaonda bhatiri bhatiri, ine hunyanzvi hwepamusoro, kudzikisira kwakadzika, kupisa kwekushisa kwakanyanya, yakakwira kaviri-mativi mwero mana maitiro, remangwana remusika rinoda nzvimbo yakakura.Parizvino, chirongwa ichi chakaverengerwa muSichuan Province 2023 mapurojekiti akakosha, asiwo Meishan Guta kuvaka 100 bhiriyoni silicon photovoltaic industry key backbone project.
Musi wa27 Ndira, mabiko ekutanga eheterojunction bhatiri chirongwa cheChina Building Materials chakaitwa muJiangyin Harbour Development Zone.Zvinonzi chirongwa ichi chakaiswa mari neChina Building Materials (Jiangyin) Photoelectric Material Technology Co., LTD., inotsigira yeChina Construction Group, ine mari inosvika mabhiriyoni mashanu emadhora.
Pakati pemwedzi wapfuura, China Power Construction yakazivisa kuvhurwa kwemhedzisiro ye26GW photovoltaic mega-tender.Nekuda kwehuwandu hukuru hwemonomer, uye silicon zvinhu, mitengo yesilicon chip yakadzikira, nzvimbo yepurofiti yakavhurwa, nyoro yakakwezva makambani anopfuura makumi mana kubhidha, hazvisati zvamboitika.Panyaya yekotesheni, pane maitiro epolarization.Makambani anotungamira anowanzo kupa mitengo yakakwira, nepo yechipiri - neyechitatu-tier makambani anokwikwidza nemitengo yakaderera.Avhareji mutengo (pawatt) i1.67-1.69 yuan yeP-mhando zvikamu uye 1.75 yuan yeN-mhando zvikamu.Mutengo wakaderera i1.48 yuan, mutengo wepamusoro unodarika 1.8 yuan yerudzi rweP uye inoda kusvika 2 yuan yerudzi rweN.
Mukuona kweindastiri, mhedzisiro inokunda yeimwe yakakura icharatidza zvinotarisirwa neindasitiri.Zvinoenderana neazvino maindasitiri echeni mutengo uye indasitiri inodhura inoshanduka kuverenga, semuenzaniso, iyo hombe yeChina Power Construction inounzwa zvinoenderana neavhareji mutengo wekuhwina.Zvichienzaniswa nemutengo wazvino wakatenderedza 1.3 yuan/w, iyo yakawandisa purofiti yezvikamu yakakura kwazvo.
Pamusoro pezvo, mutambo usati waitwa mune ichangoburwa purojekiti yekubhidha, Dachang zvikamu zvakaratidza mutengo wakaderera we1.6 yuan/watt.Zvinoenderana ne "125,000 kW / 500,000 KWH simba rekuchengetedza + 500,000 kw nzvimbo munzvimbo imwechete yemunda purojekiti" yeChangji Guodu County, 200,000 kW photovoltaic module yekutenga mukwikwidzi yekuzivisa mhinduro inoratidza kuti Huansheng Photovoltaic (Jiangsu) Co., Ltd. ye438337536 yuan, mutengo weyuniti we1.68 yuan/watt wakava wekutanga kukwikwidza.Trina Solar ndiye wechipiri mukwikwidzi webhidhiyo aine mutengo weyuniti we1.6 yuan pawatt.
Nguva yekutumira: Jan-30-2023