Dhowr maalmood ka hor, CGNPC waxay u furtay dalabka lacag-soo-saarkii dhexe ee qaybo ka mid ah 2022, iyadoo darajada guud ee 8.8GW (4.4GW powerve + 4.4GW Peacess + 4.4GW), iyo Taariikhda gudbinta qorshaynta ah ee 4222/6 / 30- 2022/12/10. Dhexdooda, ay saameeyeen kororka qiimahaQalabka Silicon, celcelis ahaan qiimaha 540/545 cutubyada ugu horreeya ee dadaalka ugu horreeya iyo labaad waa 1.954 yuan / w, qiimaha ugu sarreeyana waa 2.02 yuan / w. Markii hore, May 19, Shiinaha General General Awooda Nukliyeerka ee loo sii daayay sanadlaha 2022Module PhotovoltaicQalabka ku dhawaaqida soo iibsiga ee xarunta soo iibsiga. Mashruucu wuxuu u qaybsan yahay 4 qaybood oo qaybood, oo daboolaya awoodda keydka ee 8.8GW.
Bishii Juun 8, laanta warshadaha silikoon ee Shiinaha ee Ururka Warshadaha Biraha ee Shiine ee Shiinaha ayaa siidaayay qiimaha macaamil ganacsi ee ugu dambeeyay ee polsilikon-ka. Marka la barbar dhigo usbuucii la soo dhaafay, qiimaha macaamil ganacsi ee saddex nooc oo ah agabyada Silicon ayaa mar kale kacay. Waxaa ka mid ah, celcelis ahaan qiimaha macaamil xawaashka ah ee isku-darka qolka isku-darka ee keli ah ee loo yaqaan 'Crystal' Celcelis ahaan qiimaha cunnada cufan ee kelida cufan ee u kacay 265,000 yuan / tan, oo ugu badnaan 268,000 yuan / ton; Qiimaha ayaa kor u kacay 262,300 yuan / tan, iyo kan ugu sarreeya wuxuu ahaa 265,000 yuan / tan. Tani waxay ka dambeysaa ka dib bishii Nofeembar ee la soo dhaafay, qiimaha silicon walbka ayaa kor u kacay in ka badan 270,000 oo yuan mar kale, oo aan ka fogeyn qiimaha ugu sarreeya 276,000 yuan / tan.
Laanta Warshadaha Silicon waxay tilmaamaysaa in toddobaadkan, dhammaan shirkadaha silicon ee silicon ay aasaasay amarradooda bishii Juun, iyo xitaa shirkadaha qaar ay saxeexeen amarada badhtamaha July. Sababta qiimaha qiimaha silicon wax u sii kordhayo. Marka hore, shirkadaha wax soosaarka ee Silicon iyo shirkadaha ballaarinta ayaa leh rabitaan xoog leh oo ay ku hayaan heer hawlgal sare, iyo xaalada hada ku habboon inay iibsato baahiyaha Silicon ayaa sababay baahida loo qabo silicon si ay u sii kordhineyso kaliya; Midda labaad, baahida hoose ayaa sii wadata. Ma jiraan dhowr shirkadood oo majaajiloodo amarada amarrada ah ee bishii Juun ee laga yaabo, taasoo dhalisay dhimis weyn oo ku dhaca dheelitirka la saxeexi karo bisha Juun. Marka loo eego xogta ay shaacisay laanta shaacinta silicon Warshadaha, toddobaadkan, qiimaha tirada silicon ee M6 ee Silicon waxay ahayd 5.70-5.74 Yuan / Qiyaasta Qiimaha Macaamilku wuxuu ku sii jiray 5.72 Yuan / gabal; Qiimaha u dhexeeya M10 Silicon ee M10 waxay ahayd 6.76-6.86 yuan / gabal, macaamil ganacsiguna celcelis ahaan waa la ilaaliyaa 6.84 yuan / gabal; Qiimaha u dhexeeya G12 Silicon ee G12 waa 8.95-9.1.15 yuan / gabal, iyo celceliska qiimaha macaamil ganacsi ayaa lagu hayaa 9.10 yuan / gabal.
Iyo gudbinta PVInjil ayaa sheegay in jawiga suuqa uu ku sugan yahay agabka silicon, qiimaha amarada qandaraasyada muddada dheer ee u dhexeeya soo-saareyaasha muddada-dheer ee u dhexeeya soosaarayaasha yar, laakiin weli way adagtahay in laga hor tago qiimaha dhex-dhexaadka ah . Intaa waxaa dheer, "Qalabka Silicon waa adag tahay in la helo", iyo sahayda iyo baahida loo qabo in silicon-silicon-silicon-silicon loo muujiyo muuqaalo ma jiraan wax calaamado ah. Gaar ahaan ballaarinta awoodda cusub ee geedi socodka kala-sooca, qiimaha silicon sheyga asalka ah ee asal ahaan ka socda, oo ka sarreeya qiimaha 280 yuan kiilogaraam. Aan caadi ahayn.
Dhinac, qiimaha ayaa kordha, dhinaca kale, amarku waa buuxsamay. Sida laga soo xigtay tirakoobka warshadaha qaranka ee laga soo bilaabo bishii Janaayo ilaa bishiiloon ilaa bilaha Afrika oo ay siidaayaan Maamulka Tamarta Qaranka 17. Waxaa ka mid ah, awoodda dhowaan la rakibay bishii Abriil wuxuu ahaa 3.67GW, oo ah sanad-sano-sano-sano-sano-sano iyo bil-bil-bil-lix sano ah. Yurub oo laga soo dhoofiyay wax soo saar module Shiine ah Q1, marka la barbar dhigo 6.8GW isla muddadaas sanadkii la soo dhaafay, oo ah sanad-sano kor u kacay 145%; Hindiya ayaa laga soo dhoofiyay 10gw oo ah photovolac moduleles-ka ee Q1, oo ah 210% sano-sano-sano, qiimaha soo dejinta ayaa kordhay 374% sano-sano. Sidoo kale Mareykanka ayaa sidoo kale ku dhawaaqay ka-dhaafitaannada afarta dal ee koonfur-bari Aasiya laba sano oo laga soo dejiyo oo ku saabsan Photovoltaic moduleles-ka Photovoltaic, The Photovovoltaic Track wuxuu soo dhaweynayaa dheefaha badan.
Marka laga hadlayo caasimada, ilaa dhamaadkii Abriil, waaxda sawir-qaaduhu waxay sii waday xoojinta, iyo photovovoltac ETF (515790) ayaa ka soo horjeeday in kabadan 40% hoose. Laga soo bilaabo dhawaanta Juun 7, wadarta guud ee suuqa ee waaxyaha qaybta sawir-galka ayaa ah 2,83.5 bilyan yuan. Bishii la soo dhaafay, wadarta guud ee 22 kaydka sawir-qaadku waxay ahaayeen saafiga ay ka iibsadeen lacagaha waqooyiga-waqooyiga. Iyada oo ku saleysan xisaabinta adag ee qiimaha celceliska qiimaha xadka, tabeelka cagaaran ee Longi iyo TBAE waxay heleen saafiga ah in ka badan 1 bilyan yuan oo ay ka heleen wax ka badan 500 milyan oo yuan oo ka soo jeeda Lacag Biliisg . Dammaanadaha reer galbeedka ayaa rumeysan in ilaa 2022, mugga mushaarka module ee mashruuca module-ka uu qarxiyay, iyo baaxadda bishii Janaayo, iyo Abriil, iyo Abriil dhammaantood ay dhaaftay 20GW. Laga bilaabo Janaayo ilaa Abriil 2022, tirada dhiigga ee isugeynta ee mashaariicda sawirka Photovoltaic waxay ahayd 82.32l, oo ah muddo sanad-sano ah 247.92%. Intaas waxaa sii dheer, Maamulka Tamarta Qaranka ayaa saadaalinaya in Photovololtaic-ga cusub ee lagu daray uu gaari doono 108GW 22-kii sano gudahood, mashruucyada hadda socda ay gaarayaan 121GW. Isagoo u malaynaya in qiimaha qaybaha qeybtii labaad ee sanadka uu weli sarreeyo, waxaa lagu qiyaasaa in awoodda rakiban ee gudaha lagu rakibay ay gaari doonto 80-90GW, oo baahida suuqa gudahana waa xoog badan tahay. Baahida sawir ee adduunka ayaa aad u xoog badan oo aan rajo ka jirin yareynta qiimaha moteovoltaic moduleles muddada gaaban.
Waqtiga Post: Jun-15-2022