Ezinsukwini ezimbalwa ezedlule, i-CGNPC ivule ibhidi yokuthengwa kwezingxenye ezimaphakathi ngo-2022, enesilinganiso esiphelele esingu-8.8GW (4.4GW ithenda + 4.4GW reserve), kanye nosuku oluhleliwe lokulethwa kwamathenda ama-4: 2022/6/30- 2022/12/10. Phakathi kwabo, abathintwe ukwenyuka kwentengo yeizinto ze-silicon, intengo emaphakathi yamamojula we-bifacial angu-540/545 kubhidi yokuqala neyesibili ingu-1.954 yuan/W, futhi inani eliphakeme kakhulu lingu-2.02 yuan/W. Phambilini, ngoMeyi 19, iChina General Nuclear Power yakhipha unyaka wezi-2022imodeli ye-photovoltaicisimemezelo sebhidi yokuthengwa kwempahla luhlaka oluphakathi nendawo. Le phrojekthi ihlukaniswe yaba izigaba ezi-4 zamabhidi, ezihlanganisa umthamo wokugcina ongu-8.8GW.
Ngomhla ziyisi-8 kuNhlangulana, Igatsha Lemboni Ye-Silicon lase-China Nonferrous Metals Industry Association likhiphe intengo yakamuva yokwenziwa kwe-polysilicon yasekhaya ye-solar-grade. Uma kuqhathaniswa nesonto eledlule, izintengo zokuthengiselana zezinhlobo ezintathu zezinto ze-silicon zenyuka futhi. Phakathi kwazo, inani lentengo elimaphakathi lokuphakelayo kwekristalu eyodwa likhuphuke lafinyelela ku-267,400 yuan/ton, nenani eliphakeme lika-270,000 yuan/ton; isilinganiso senani lentengo yezinto eziminyene zekristalu likhuphuke lafinyelela ku-265,000 yuan/ton, nenani eliphakeme elingu-268,000 yuan/ton; Intengo ikhuphuke yafinyelela ku-262,300 yuan / ton, futhi ephakeme kakhulu yayingu-265,000 yuan / ton. Lokhu kungemuva kukaNovemba wokugcina, intengo yezinto ze-silicon ikhuphuke yaba ngaphezu kuka-270,000 yuan futhi, futhi ayikude nenani eliphakeme kakhulu lama-yuan / ton angama-276,000.
Igatsha lemboni ye-silicon liveze ukuthi kuleli sonto, wonke amabhizinisi we-silicon aqede ama-oda awo ngoJuni, futhi amanye amabhizinisi asayine ama-oda maphakathi noJulayi. Isizathu sokuthi kungani intengo yezinto ze-silicon iqhubeka nokukhuphuka. Okokuqala, amabhizinisi okukhiqiza i-silicon wafer kanye namabhizinisi okwandisa anokuzimisela okuqinile ukugcina izinga eliphezulu lokusebenza, futhi isimo samanje sokujaha ukuthenga izinto ze-silicon senze isidingo se-polysilicon sande kuphela; okwesibili, isidingo esingaphansi komfula siyaqhubeka nokuba namandla. Azikho izinkampani ezimbalwa ezibhalisele uku-oda ngokweqile ngoJuni ngoMeyi, okuholela ekuncipheni okukhulu kwebhalansi engasayinwa ngoJuni. Ngokusho kwedatha edalulwe yi-Silicon Industry Branch, kuleli sonto, ububanzi bentengo ye-M6 silicon wafers bekungu-5.70-5.74 yuan / ucezu, futhi intengo yokuthengiselana evamile yahlala ku-5.72 yuan / ucezu; ububanzi bentengo ye-M10 yama-silicon wafers bekungu-6.76-6.86 yuan / ucezu, futhi ukuthengiselana bekuyintengo ejwayelekile igcinwa ku-6.84 yuan / ucezu; intengo yohlu lwamawafa e-silicon e-G12 yi-8.95-9.15 yuan/ucezu, futhi inani lentengo elimaphakathi ligcinwa liku-9.10 yuan/ucezu.
Futhi PV InfoU-Ink uthe emkhathini wemakethe lapho ukunikezwa kwezinto ze-silicon kuntuleka khona, intengo yama-oda ngaphansi kwezinkontileka zesikhathi eside phakathi kwabakhiqizi abakhulu ingaba nesaphulelo esincane, kodwa kusenzima ukuvimbela intengo emaphakathi ukuthi iqhubeke nokukhuphuka. . Ngaphezu kwalokho, "impahla ye-silicon inzima ukutholakala", futhi isimo sokuhlinzekwa nesidingo sezinto ze-silicon okunzima ukuzithola azibonisi izimpawu zokulula. Ikakhulukazi ekukhuliseni umthamo omusha enqubweni yokudonsa ikristalu, intengo yezinto ze-silicon ezisuka phesheya kwezilwandle iyaqhubeka nokuba phezulu, ephakeme kunentengo yamayuan angama-280 ngekhilogremu. Akuvamile.
Ngakolunye uhlangothi, intengo iyanda, ngakolunye uhlangothi, umyalelo ugcwele. Ngokwezibalo zemboni yamandla kazwelonke kusukela ngoJanuwari kuya ku-April ezikhishwe yi-National Energy Administration ngoMeyi 17. Ukukhiqizwa kukagesi we-Photovoltaic kubekwe kuqala endaweni entsha efakiwe nge-16.88GW, ukukhuphuka konyaka ngonyaka kwe-138%. Phakathi kwazo, umthamo osanda kufakwa ngo-Ephreli wawungu-3.67GW, ukukhuphuka konyaka ngo-110% kanye nokwenyuka kwenyanga nenyanga ngama-56%. I-Europe ingenise i-16.7GW yemikhiqizo yamamojula aseShayina ku-Q1, uma kuqhathaniswa ne-6.8GW ngesikhathi esifanayo ngonyaka odlule, ukukhuphuka konyaka ngo-145%; I-India ingenise mayelana ne-10GW yamamojula we-photovoltaic ku-Q1, ukwanda kwe-210% unyaka nonyaka, futhi inani lokungenisa likhuphuke ngo-374% unyaka nonyaka; kanye ne-United States futhi yamemezela ukukhululwa emazweni amane aseNingizimu-mpumalanga ye-Asia Iminyaka emibili yentela yokungenisa kumamojula we-photovoltaic, ithrekhi ye-photovoltaic yamukela izinzuzo eziningi.
Mayelana nenhloko-dolobha, kusukela ekupheleni kuka-Ephreli, umkhakha we-photovoltaic uqhubekile nokuqinisa, futhi i-photovoltaic ETF (515790) iphinde yavuka ngaphezu kwe-40% kusukela phansi. Kusukela ekupheleni kukaJuni 7, inani lemakethe eliphelele lomkhakha we-photovoltaic liphelele kuma-yuan ayizigidi eziyizinkulungwane ezingu-2,839.5. Enyangeni edlule, inani lamasheya e-photovoltaic angama-22 selithengiwe ngezimali zaseNorthbound. Ngokusekelwe ekubalweni okunzima kwenani lentengo elimaphakathi ebangeni, i-LONGi Green Energy ne-TBEA bathole isamba sokuthengwa kwe-yuan engaphezu kwebhiliyoni engu-1 evela ezikhwameni ze-Beishang, kanti amasheya ka-Tongwei no-Maiwei athola ukuthengwa okuphelele kwamayuan angaphezu kwezigidi ezingu-500 ezikhwameni ze-Beishang. . I-Western Securities ikholelwa ukuthi kusukela ngo-2022, ivolumu yamaphrojekthi wokubhida amamojula iye yaqhuma, futhi isikali ngoJanuwari, Mashi, kanye no-Ephreli wonke adlula ama-20GW. Kusukela ngoJanuwari kuya ku-April 2022, ivolumu yokubhida eqoqiwe yamaphrojekthi we-photovoltaic ibingu-82.32l, okuwukunyuka konyaka ngonyaka ngama-247.92%. Ngaphezu kwalokho, iNational Energy Administration ibikezela ukuthi igridi ye-photovoltaic esanda kufakwa izofinyelela ku-108GW eminyakeni engu-22, futhi amaphrojekthi amanje asakhiwa azofinyelela ku-121GW. Uma sicabanga ukuthi intengo yezingxenye engxenyeni yesibili yonyaka isephezulu, kulinganiselwa ukuthi umthamo ofakiwe wasekhaya uzofinyelela ku-80-90GW, futhi isidingo semakethe yasekhaya sinamandla. Isidingo se-photovoltaic somhlaba wonke sinamandla kangangokuthi alikho ithemba lokunciphisa intengo yamamojula we-photovoltaic esikhathini esifushane.
Isikhathi sokuthumela: Jun-15-2022