Ezinsukwini ezimbalwa ezedlule, i-CGNPC yavula ibhidi yokuthengwa kwempahla ephakathi kwezakhi ngo-2022, ngesilinganiso esiphelele se-8.8gW Reserve + 4.4GW Reserve), 2022 / 6/3- 2022/12/10. Phakathi kwazo, kuthinteke ekukhuphukeni kwentengo yeI-Silicon Izinto, inani elijwayelekile lamamojula we-bichacial angama-540/545 kumabhidi okuqala nawesibili ngu-1.954 yuan / W, nentengo ephezulu kakhulu ngu-2.02 yuan / w. Phambilini, ngoMeyi 19, Amandla eNyuklear Jikelele eChina akhiphe unyaka ka-2022Imodyuli ye-PhotovoltaicI-Equipment Frame Ephakathi nendawo yokubhida yokuthenga. Le phrojekthi ihlukaniswe izigaba ezi-4 zokubhida, ukumboza inani eliphelele le-8.8gw.
NgoJuni 8, igatsha le-Silicon Emboni Yezimboni ze-China everfels Metals Metals Metals Intels Association likhiphe inani lokuthenga lakamuva le-polysilicon yasekhaya. Uma kuqhathaniswa neviki eledlule, amanani entengo yezinhlobo ezintathu zezinto ze-silicon avuka futhi. Phakathi kwazo, inani eliphakathi lokuthengiselana leFite Crystal Complec Okuphakelayo le-267,400 yuan / ithoni, elingama-270,000 yuan / ton; Intengo ephakathi ye-Crystal Eminyene Eminyene ye-Crystal mine yasuka kwa-265,000 Yuan / Ton, inesilinganiso esingu-268,000 yuan / ton; Intengo ikhuphuke yaba ngu-262,300 yuan / ithoni, kanti ephezulu kakhulu yayingu-265,000 yuan / ton. Lokhu kungemva koNovemba odlule, intengo ye-silicon ebonakalayo ikhuphuke kwabangaphezulu kwama-270,000 yuan futhi, futhi ayikude nentengo ephezulu kakhulu ka-276,000 yuan / ton.
Igatsha laseSimbicon liveze ukuthi kuleli sonto, wonke amabhizinisi abonakalayo eSilico aqede ama-oda abo ngoJuni, kwathi namanye amabhizinisi asayine ama-oda maphakathi noJulayi. Isizathu esenza intengo ye-silicon impahla iqhubeka nokuvuka. Okokuqala, amabhizinisi okukhiqiza e-Silicon Wafer Production kanye nokuzimisela okunamandla ukuze alondoloze izinga eliphezulu lokusebenza, futhi isimo samanje sokujaha ukuthenga izinto ze-silicon senze isidingo se-polysilicon sikhuphuke kuphela; Okwesibili, okufunwa yi-Downstream kuyaqhubeka nokuqina. Azikho izinkampani ezimbalwa ama-oda abhalwe phansi ngoJuni ngoMeyi, okuholele ekunciphiseni okukhulu ebhalansi engasayinwa ngoJuni. Ngokwemininingwane evezwe yigatsha le-Silicon Imboni, kuleli sonto, uhla lwamanani e-M6 Silicon Wafers lalingu-5.70-5.74 yuan / ucezu, futhi intengo yokuthenga esezingeni eliphakathi ihlale ku-5.72 yuan / ucezu; Uhla lwamanani we-M10 Silicon Wafers kwakungu-6.76-6.86 yuan / ucezu, futhi ukuthengiselana bekuyintengo ephakathi kugcinwa ku-6.84 yuan / ucezu; Uhla lwamanani we-G12 Silicon Wafers ngu-8.95-9.15 yuan / ucezu, kanye nentengo yokuthenga esezingeni eliphakathi kugcinwa ngo-9.10 yuan / ucezu.
Kanye no-PV InfolU-Ink uthe esimweni semakethe lapho ukuhlinzekwa kwezinto ze-silicon kutholakala khona mafushane, intengo yemiyalo ngaphansi kwezinkontileka zesikhathi eside phakathi kwabakhiqizi abakhulu angaba nesephulelo esincane, kepha kusenzima ukuvimba intengo ye-Median ukuthi ingaqhubeki . Ngaphezu kwalokho, "Indwangu ye-Silicon kunzima ukuyithola", kanye nokunikezwa kanye nokufunwa kwesimo sokuthola izinto ezinzima ukuthola i-silicon akukho zimpawu zokunciphisa. Ikakhulu ekunwetshisweni kwamandla okusha kwinqubo yokudonsa yekristalu, intengo yezinto ezisetshenziswayo ze-silicon ezintweni zaphesheya imvelaphi yaphesheya iyaqhubeka nokuba seprimiyamu, ephakeme kunentengo ka-280 yuan ngekhilogremu ka-280. Akujwayelekile.
Ngakolunye uhlangothi, intengo iyanda, ngakolunye uhlangothi, i-oda ligcwele. Ngokusho kwezibalo zemboni yamandla kazwelonke kusukela ngoJanuwari kuya ku-Ephreli ekhishwe yiNational Energy Administration ngoMeyi 17. Phakathi kwazo, umthamo osanda kufakwa ngo-Ephreli wawungu-3.67gw, ukwanda konyaka ngo-110% kanye nokwanda kwezinyanga ezingama-56%. I-Europe ingenise i-16.7gw yemikhiqizo yemodyuli yaseChinese ku-Q1, iqhathaniswa ne-6.8gw ngasikhathi sinye ngonyaka owedlule, ukukhuphuka konyaka ka-145%; I-India ingeniswe cishe nge-10gw yamamojula we-Photovoltaic ku-Q1, ukukhuphuka kweminyaka engama-210% ngonyaka, kanti inani lokungenisa likhuphuke ngo-374% unyaka nonyaka; Futhi i-United States iphinde yamemezela ukukhululwa kwamazwe amane aseningizimu mpumalanga ye-Asia iminyaka emibili yezintela zokungenisa kumamojula we-Photovoltaic, i-Photovoltaic Track yamukela izinzuzo eziningi.
Mayelana nenhloko-dolobha, kusukela ekugcineni kuka-Ephreli, umkhakha we-Photovoltaic uqhubeke nokuqinisa, kanye ne-Photovoltaic ETF (515790) yakhelwe ngaphezulu kwama-40% kusuka phansi. Njengoba kusondele ngoJuni 7, inani lemakethe eliphelele lomkhakha we-Photovoltaic lafinyelela ku-2,839.5 billion yuan. Enyangeni edlule, ingqikithi yamasheya angama-22 e-Photovoltaic athengwe yizikhwama zaseNorthbound. Kususelwa ekubalweni okunzima kwentengo ephakathi yokuthenga ebangeni, amandla ama-Longi Green kanye ne-TBEA athole ukuthenga okuphelele kwezigidi zama-yuyan ezivela ku-Beishang Funds, kanye nama-yuan angaphezu kwezigidi ezingama-500 . Ukuphepha kweNtshonalanga Kukholelwa ukuthi kusukela ngo-2022, umthamo wamaphrojekthi wokubhida ama-module uqhume, futhi isikali ngoJanuwari, Mashi, kwathi ngo-Ephreli konke kudlule 20gw. Kusukela ngoJanuwari kuya ku-Ephreli 2022, umthamo wokubhida oqongelayo wamaphrojekthi we-Photovoltaic wawungama-82.32l, ukwenyuka konyaka okungu-247.92%. Ngaphezu kwalokho, abaphathi bamandla kuzwelonke babikezela ukuthi iGridi ye-PhotoVoltaic esanda kufakwa izofika ngo-108gw eminyakeni engama-22, futhi amaphrojekthi wamanje owakhiwa ayobe ekwakheni azofinyelela ku-121gw. Ukucabanga ukuthi intengo yezakhi engxenyeni yesibili yonyaka isephezulu, kucatshangelwa ngokusobala ukuthi umthamo ofakwe ekhaya uzofinyelela ku-80-90gg, futhi ukufunwa kwemakethe yasekhaya kunamandla. Isidingo se-Global Photovoltaic siqine kangangokuba akukho themba lokunciphisa intengo yamamojula we-Photovoltaic esikhathini esifushane.
Isikhathi sePosi: Jun-15-2022