A farkon Sabuwar Shekara, masana'antar photovoltaic tana da wani zagaye na tashin hankali.
Masu ba da rahoto a cikin masana'antar don fahimtar cewa tun farkon shekara, sarkar masana'antar photovoltaic a wurare daban-daban sun inganta ƙimar aiki, wani ɓangare na matsakaicin matsakaicin matakin samar da yau da kullun na Fabrairu ya kai mafi girma a cikin tarihi, ya buga masana'antar a wannan shekara don ci gaba da ci gaba. "gabatarwa".
Ƙarin tambayoyi da ƙarin jadawalin samarwa
Don zama takamaiman, tsarin samar da hanyar haɗin kayan silicon gabaɗaya ya kasance mai girma kwanan nan.Ƙarƙashin haɓakar ƙimar aiki na ƙasa, ban da ɗaya daga cikin masana'antun kayan aikin silicon na gida 15 don kulawa, sauran su sun ci gaba da samarwa da bayarwa na yau da kullun yayin bikin bazara.Ana sa ran fitar da kayan cikin gida a cikin watan Janairu zai wuce tan 100,000, wanda ya karu da fiye da kashi 5% daga watan da ya gabata.Daga ra'ayi na farashin, farashin kayan siliki a kan jajibirin bikin bazara ya daina fadowa da sake dawowa.Binciken ya ci gaba da karuwa a ranar farko ta aiki bayan bikin, kuma adadin wasu kamfanoni ya karu zuwa yuan 180 a jere.Masu binciken masana'antu sun ce tare da ci gaba da aiki bayan kasuwar hutu, ana sa ran farashin silicon zai ci gaba da kasancewa cikin kankanin lokaci.
A cikin watan Janairu, ƙididdigar wafer siliki ta ci gaba da raguwa, kuma matsa lamba na bayarwa ya ragu.Yawancin kamfanonin wafer silicon sun haɓaka ƙimar aiki.Adadin aiki na kamfanonin wafer silicon na farko ana tsammanin zai kasance kusan 65% zuwa 70%, kuma na kamfanonin wafer silicon na biyu ana tsammanin zai wuce 60%.Dangane da farashi, kafin bikin, wani kamfani na siliki na farko ya dauki matakin kara farashin, kuma a lokacin bikin bazara, wasu kamfanoni sun bi diddigin su.Ana sa ran cewa farashin siliki na siliki zai ci gaba da tashi kadan a ƙarƙashin baya na sake dawowa da farashin siliki da kuma buƙatu mai kyau.
Samar da batir na al'ada ne, kamfanoni na yau da kullun suna da kyakkyawan tsarin tallafi, kusa da cikakken samarwa yayin bikin bazara.Dangane da farashi, batir ya tashi kafin bikin, bayan bikin, sabon farashin kayayyaki na P-type 182, 210 ya kai yuan 0.96-0.97, idan aka kwatanta da yuan / watt na baya-bayan nan ya karu sosai.
A lokacin bikin bazara, masana'antun kayan aikin sun kula da babban aiki.Ana sa ran fitar da kayan aikin a cikin watan Fabrairu zai wuce gigawatts 30, karuwar wata-wata da sama da kashi 10%, kuma abin da aka fitar na kwana daya shi ne mafi girman matsayi a tarihi, wanda ya yi daidai da na watan Nuwamban bara.Dangane da farashi, saboda ƙananan ma'amaloli yayin bikin bazara, farashin bai canza sosai ba.Kamfanoni na farko suna kula da yuan 1.75-1.80, layin na biyu 1.70-1.75 yuan/watt, kuma ana ci gaba da tattaunawa kan sabon tsari bayan bikin.Umurnin layi na farko a hannu sun isa, kuma ana sa ran farashin sabon tsari zai kasance kusan yuan 1.70/watt.
Dangane da hanyar haɗin kayan haɗin gwiwa, a cikin Fabrairu, a ƙarƙashin tushen haɓaka kayan haɓaka kayan aikin da tsarin sake fasalin sannu a hankali, ana sa ran samarwa da buƙatun kayan taimako kamar fim ɗin roba da gilashin za su inganta, kuma samarwa zai haɓaka daidai da haka.A kan farashin, farashin fim ɗin a watan Janairu har yanzu yana ƙasa, ƙimar riba har yanzu tana nan, Fabrairu ana sa ran shiga lokacin taga tashin farashin tashin hankali.Saboda saurin sakin gilashin da aka yi a cikin kwata na huɗu na bara, manyan kayayyaki sun karu zuwa kusan makonni biyu, farashin gilashin a watan Janairu ya ɗan daidaita, ana sa ran kayan aikin Fabrairu zai tafi, farashin kwanciyar hankali.
Cika oda ya ragu
Dangane da raguwar masana'antar tun farkon shekara, masu bincike na Changjiang Dianxin sun yi imanin cewa babban dalilin shi ne cewa a karkashin yanayin hauhawar farashin sarkar masana'antu, tsarin samar da tsari a cikin Janairu yana da kyau, bukatu. Ana sa ran juyowa a gaba, kuma yanayin ribar kowane hanyar haɗin gwiwa yana da fayyace tsammanin sannu a hankali.Daga mahangar buƙatu, saboda isassun umarni na abubuwan da ke cikin hannu da raguwar farashin albarkatun ƙasa na baya-bayan nan, an inganta jadawalin samar da kayan haɗin gwiwar manyan abubuwan da aka haɗa idan aka kwatanta da shirin da ya gabata.Wasan ya yi kyau fiye da yadda ake tsammani, saboda yanayin jinkirin gargajiya.
Bugu da kari, daga hangen nesa na riba Trend, farashin na 'yan masana'antu sarkar sauri fadi bayan girgiza rebound, silicon abu m abu saboda downstream replenishment fara tada farashin, silicon kwakwalwan kwamfuta, batura tare da Yunƙurin.Ko da yake ƙaramar farashin ba ta canza yanayin raguwar farashin gabaɗaya ba, haɓakar riba na ɓangaren ɓangaren har yanzu yana bayyana sosai, kuma asarar farashin kaya ya kasance mai sauƙin sarrafawa a ƙarƙashin babban dabarun juyawa.
"Muna sa ido ga wannan shekara, har yanzu shine matsalar samar da wutar lantarki don ƙayyade buƙatun da aka sanya, la'akari da cewa barbashi, babban yashi quartz mai tsabta yana da wani elasticity na wadata, a lokaci guda, farashin sarkar masana'antu don tayar da buƙatun buƙatu. a bayyane yake."Masu binciken da ke sama sun yi annabta cewa ana sa ran za a iya shigar da ƙarfin hoto na duniya don isa 350-380 gigawatts a wannan shekara, haɓakar shekara-shekara fiye da 40%, kuma ana ci gaba da ci gaba da tushe mai ƙarfi.
Kasuwancin ayyukan yana da zafi
Bayan "tashin hankali" na sarkar masana'antar hoto shine farkon farawar wasu manyan ayyuka da kuma buɗaɗɗen buɗewar manyan ayyuka a farkon shekara, wanda ke ba masana'antar ƙarfin gwiwa don ci gaba.
A ranar 11 ga watan Janairu, aikin samar da layin da ya fi girma na ingantacciyar hanyar samar da hasken rana mai inganci (tsarin HJT) a kasar Sin, an kaddamar da aikin samar da kwayar halitta mai karfin gigawatt 5 a gundumar Danliang da ke birnin Meishan.Aikin na shirin zuba jarin Yuan biliyan 2.5 gaba daya, kuma ana sa ran za a samar da shi a karshen watan Agustan shekarar 2023.
Yang Wendong, mataimakin shugaban zartarwa na aikin, ya gabatar da cewa fasahar batir heterojunction ita ce fasahar batir mai nau'in nau'in nau'in nau'in nau'in N-na uku a masana'antar a halin yanzu.Yana integrates da abũbuwan amfãni daga crystalline silicon baturi da bakin ciki film baturi, tare da high dace, low attenuation, high zafin jiki juriya, high biyu-gefe kudi hudu halaye, nan gaba kasuwa bukatar sarari ne babbar.A halin yanzu, an hada aikin a cikin muhimman ayyuka na lardin Sichuan na shekarar 2023, amma har da birnin Meishan na gina babban aikin kashin baya na masana'antar hoto ta silicon photovoltaic biliyan 100.
A ranar 27 ga watan Janairu, an gudanar da bikin kaddamar da aikin samar da batir mai inganci na kayayyakin gini na kasar Sin a yankin raya tashar jiragen ruwa na Jiangyin.An ba da rahoton cewa, kamfanin Sin Building Materials (Jiangyin) Photoelectric Material Technology Co., LTD, wani reshen kamfanin gine-gine na kasar Sin ne ya zuba jarin da ya kai yuan biliyan 5.
A tsakiyar watan da ya gabata, kamfanin samar da wutar lantarki na kasar Sin ya sanar da sakamakon bude wani babban tender mai karfin wutar lantarki mai karfin 26GW.Saboda yawan adadin monomer, da kayan siliki, farashin siliki ya ragu, sararin fa'ida ya buɗe, tayin ya jawo hankalin kamfanoni sama da 40, ba a taɓa yin irinsa ba.Dangane da zance, akwai wani yanayi na polarization.Manyan kamfanoni gabaɗaya suna ba da farashi mafi girma, yayin da kamfanoni na biyu – da na uku ke gogayya da ƙananan farashi.Matsakaicin farashi (kowane watt) shine yuan 1.67-1.69 don kayan aikin nau'in P da yuan 1.75 don abubuwan da suka shafi nau'in N.Farashin mafi ƙanƙanta shine yuan 1.48, mafi girman farashi ya fi yuan 1.8 na nau'in P kuma kusan yuan 2 na nau'in N.
A cikin ra'ayi na masana'antu, sakamakon nasara na babban ɗayan zai nuna tsammanin masana'antu.Dangane da farashin sarkar masana'antu na yanzu da ƙididdige ƙimar masana'antu, alal misali, ana isar da babban tsari na Ginin Wutar Lantarki na China bisa ga matsakaicin farashin nasara.Idan aka kwatanta da farashin na yanzu a kusa da yuan 1.3/w, ribar da ta wuce gona da iri tana da yawa sosai.
Bugu da ƙari, kafin bikin a cikin sabon shirin aikin shimfidar wuri, kayan aikin Dachang sun bayyana ƙananan farashin yuan 1.6 / watt.Bisa ga "125,000 kW / 500,000 KWH makamashi ajiya + 500,000 kw shimfidar wuri a cikin wannan filin aikin" na Changji Guodu County, 200,000 kW photovoltaic module siyan dan takarar sakamakon talla ya nuna cewa Huansheng Photovoltaic (Jiangsu) Co., Ltd. na yuan 438337536, farashin naúrar yuan/watt 1.68 ya zama ɗan takara na farko.Trina Solar ita ce 'yar takara ta biyu a cikin tayin tare da farashin raka'a na yuan 1.6 akan kowace watt.
Lokacin aikawa: Janairu-30-2023