Okwamanje, akukho quotation engabonisa ileveli yentengo evamile yeiphaneli yelangas.Lapho umehluko wentengo wokuthengwa kwabatshalizimali abakhulu usuka ku-1.5xI-RMB/watt kuya cishe ku-1.8I-RMB/watt, intengo evamile yemboni ye-photovoltaic nayo iyashintsha nganoma yisiphi isikhathi.
Muva nje, ochwepheshe be-pv baye bafunda ukuthi nakuba iningi lezilinganiso zokuthengwa kwempahla ezimaphakathi zamamojula we-photovoltaic zisagcinwa ku-1.65I-RMB/watt noma cishe i-1.7I-RMB/watt, emananini wangempela, izinkampani eziningi zokutshala zizosebenzisa izingxoxo eziningi zentengo namamojula.Abakhiqizi baphinde baxoxisane ngezintengo.Ochwepheshe be-PV bafunde ukuthi umkhiqizi othile wemojula wesigaba sokuqala unenani lokuthenga elingu-1.6I-RMB/watt, kuyilapho abanye abakhiqizi bemojula yesigaba sesibili nesesithathu banganikeza ngentengo ephansi engu-1.5XI-RMB/watt.
Kusukela ekupheleni kuka-2022, ingxenye yemojuli izongena esigabeni sokuncintisana kwamanani amakhulu.Nakuba intengo ye-polysilicon iqhubekile nokuma noma yakhuphuka kancane ngemva koMkhosi Wasentwasahlobo, namanje ayikwazi ukushintsha ukwehla kwentengo yochungechunge lwezimboni.Kusukela lapho, ukuncintisana kwentengo kuzixhumanisi ezihlukahlukene sekuqalile.
Ngakolunye uhlangothi, kubonakala ekuvulweni kwamabhidi amakhulu okuthengwa kwempahla aphakathi nendawo kulo nyaka ukuthi inani lezinkampani eziyingxenye likhule kakhulu, futhi ezinye izinkampani zamabhidi sezifinyelele ezinkampanini ezifinyelela kwezingama-50, futhi sekuvelile izinhlobo eziningana zezingxenye ezintsha. , ama-oda avame ukuwina amabhizinisi amakhulu anamasu amanani aphansi;ngakolunye uhlangothi, ubukhulu bengxenye yemojula buhlukaniswa kakhulu.Kusukela kuzinga lokuthunyelwa kwemojula yango-2022 ekhishwe ngabakwa-Infolink ezinsukwini ezimbalwa ezedlule, kungabonakala ukuthi ukuthunyelwa kwabakhiqizi bemojula ye-TOP4 kusekude kakhulu, konke kudlula i-40GW.Kodwa-ke, ngokwanda kwabasanda kungena, ukuthunyelwa kwamamojula Ukucindezela nakho kuya ngokuya kuba sobala.Endabeni yokunikezwa kwamandla okukhiqiza anele, ukuncintisana emkhakheni wezingxenye kubonakala kakhulu emananini, futhi okuyimbangela “yesiphithiphithi” samanje ezicashuniwe zemboni.
Ngokwempendulo evela embonini, “Izingcaphuno zamanje kufanele zahlulelwe ngokuphelele ngokusekelwe endaweni yephrojekthi, inqubekelaphambili yephrojekthi, ngisho nesimo esidlule sokuphothulwa kwephrojekthi yomholi wephrojekthi.Ngisho namakhotheshini anikezwa inkampani eyodwa kumaphrojekthi ahlukene awafani.Amabhizinisi namabhizinisi Umehluko wengcaphuno phakathi kwawo wehluke nakakhulu.Amanani aphezulu ngokuvamile awokugcina inzuzo enengqondo, kuyilapho izingcaphuno eziphansi kuyindlela eyinhloko yezinkampani ezithile zokuthatha ama-oda.Uma kukhona noma yiluphi ushintsho ochungechungeni lokuhlinzeka, isu elijwayelekile elisetshenziswa izinkampani ukunciphisa isivinini Umjikelezo wokuhlinzeka ubambezeleka kuze kube yilapho intengo ekhuphukayo yehliswa ngaphambi kokuhlinzeka.
Eqinisweni, umehluko wentengo wezingxenye ungabuye ubonakale ekuthengeni okumaphakathi kwamabhizinisi amaphakathi.Kusukela ngekota yokuqala, i-State Power Investment Corporation, i-Huaneng, i-Huadian, i-China National Nuclear Corporation, i-China Energy Conservation kanye nezinye izimboni zikahulumeni ziqede ngokulandelana umsebenzi wokubhida ongaphezu kuka-78GW.Uma sibheka kukhotheshini elimaphakathi eliphelele lamabhizinisi abhidayo, intengo yemojula ibicishe ibe ngu-1.7+I-RMB/watt Kancane kancane yehla yafinyelela ku-1.65 yamanjeI-RMB / watt noma kunjalo.
Nakuba intengo ibonisa ukwehla, umehluko wentengo phakathi kwezintengo eziphakeme neziphansi zamabhizinisi wehlile kusukela cishe ku-0.3I-RMB/watt kuya cishe ku-0.12I-RMB/watt, bese ikhuphukela ku-0.25 yamanjeI-RMB/watt.Isibonelo, muva nje, intengo yokuvula ibhidi yemojula ye-Xinhua Hydro ye-4GW, intengo ephansi kakhulu yayingu-1.55I-RMB/watt, futhi inani eliphakeme kakhulu lafinyelela ku-1.77I-RMB/watt, umehluko wentengo ongaphezu kwamasenti angama-20.Lo mkhuba uhambisana kakhulu nezintengo zamamojula we-PetroChina we-8GW kanye namamojula we-CECEP we-2GW.
Uma sibheka amakhotheshini aphelele kulo nyaka, izinkampani eziyinhloko zithembele enzuzweni yazo ukuze zinikeze amakhotheshini aphakeme uma kuqhathaniswa, agcinwa ngaphezu kwezintengo zebhidi ezimaphakathi zamabhizinisi amaphakathi.Ukuze kuthathwe ama-oda, izinkampani zesigaba sesibili nesesithathu zisebenzisa ithuba lokwehla kwamanani embonini, futhi izingcaphuno zezingxenye ziphezulu uma kuqhathaniswa.I-Radical, izingcaphuno eziphansi kakhulu zawo wonke amabhizinisi amaphakathi zivela ezinkampanini zesigaba sesibili nesesithathu.Ikakhulukazi njengoba inani lezinkampani eziyingxenye liqhubeka nokukhula, isimo sesiphithiphithi "samanani" siye saba sobala kakhulu.Isibonelo, ukubhida kwengxenye ye-China Power Construction's 26GW, nezinkampani ezibambe iqhaza ezicishe zibe ngu-50, inomehluko wengxenye wamanani angaphezu kuka-0.35.I-RMB/watt.
Uma kuqhathaniswa nesiteshi samandla saphansi, intengo emakethe ye-photovoltaic esabalalisiwe iphakeme kancane.Abanye abasabalalisi batshele izinkampani ze-photovoltaic ukuthi intengo yamanje yokuthenga yenkampani eyinhloko isifinyelele ngaphezu kwe-1.7I-RMB/watt, kuyilapho inani langaphambilini lokuqalisa lalicishe libe ngu-1.65I-RMB/watt , uma ungakwazi ukwamukela ukukhuphuka kwentengo yezingxenye, udinga ukulinda kuze kube uMeyi ukuze usebenzise ngentengo engu-1.65I-RMB/watt.
Eqinisweni, imboni ye-photovoltaic ihlangabezane nokudideka kumakhotheshini ezingxenye phakathi nomjikelezo ophansi wezintengo zezimboni.Ekuqaleni kuka-2020, njengoba intengo yezinto ze-silicon iqhubeka nokwehla, ukubhida kwamabhizinisi amaphakathi kwaqhubeka nokuqala engxenyeni yokuqala.Ngaleso sikhathi, ikhotheshini ephansi kunazo zonke embonini yafinyelela cishe ku-1.45I-RMB/watt, kuyilapho intengo ephezulu yahlala cishe ku-1.6I-RMB/watt.Ngaphansi kwesimo samanje, izinkampani zesigaba sesibili nesesithathu zifake uhlu lwamabhizinisi aphakathi anamanani aphansi.
Ukwehla kwamanani entengo ngemva kokuqala komjikelezo wamanje wokwehliswa kwamanani kusaqalwa izinkampani zesigaba sesibili nesesithathu.Izinkampani eziyinhloko zinenzuzo yomkhiqizo futhi zithemba ukwandisa ngokunengqondo umkhawulo wenzuzo wohlangothi lwengxenye.Nakuba ikhotheshini iphezulu uma kuqhathaniswa, ngenxa yokubambisana kwangaphambilini nezinkampani zikahulumeni ezimaphakathi, imikhiqizo ehambisana nayo ingaqeda ukukhathazeka ngokwethembeka kwezinkampani zikahulumeni ezimaphakathi.Ukuze uqhudelane ngama-oda futhi ungene ohlwini olufushane, izinkampani zesigaba sesibili nesesithathu nazo zangenisa imakethe ehambisanayo ngamakhotheshini aphansi.Abanye abatshalizimali beziteshi zikagesi bathe, “Ikhwalithi yezingxenye zezinkampani zesigaba sesibili nesesithathu kungase kudingeke ukuthi kuqinisekiswe imakethe, kodwa inani eliphelele lembuyiselo yokutshalwa kwezimali kwesiteshi sikagesi ngokusekelwe emananini omkhiqizo licishe lifane.”
Impi eyindida yezintengo zezingxenye ihlobene eduze negeyimu phakathi kwezimboni ezikhuphuka nomfula.Ku-Infolink's umbono, intengo yezinto ze-silicon zisazoqhubeka nokwehla isikhathi eside, kodwa intengo yama-silicon wafers ayizange ikhululwe kakhulu ngenxa yenkinga yokukhiqiza, kodwa isifinyelele umvuthwandaba walo mzuliswano wokuguquguquka kwentengo, futhi ukulungiswa kwenani lama-wafers e-silicon anama-silicon wafers nakho kulindeleke ukuthi kungenise umjikelezo ophansi.Ukudideka kwesikhathi esifushane kwezintengo zamamojula akuvimbeli inkambiso evamile yokwehliswa kwamanani unyaka wonke, futhi lokhu kuzophinde kusekele kahle isidingo sokufakwa komfula ongezansi kwama-photovoltaics kulo nyaka.
Okucacayo wukuthi zonke izinhlaka zale mboni zisaqhudelana nelungelo lokukhuluma ngentengo, okungesinye sezizathu zomehluko omkhulu wamanani.Kodwa-ke, ukuguquguquka okuqhubekayo kwamanani ngokungangabazeki kuzoletha izinkinga ekuthengeni okuphakathi nendawo namabhidi.Izingozi zokuhlinzekwa okulandelayo kufanele zihlolwe kahle.
Isikhathi sokuthumela: Apr-22-2023