Njengamanje, akukho okucaphuna okungabonisa izinga lentengo elijwayelekile leiphaneli yelangas. Lapho umehluko wentengo wamanani aphakathi nendawo akhiqizayo abatshalizimali abavela ku-1.5xRmb/ watt ukuze cishe 1.8Rmb/ Watt, intengo ebaluleke kakhulu embonini ye-Photovoltaic nayo iyashintsha nganoma yisiphi isikhathi.
Muva nje, ochwepheshe be-PV bafundile ukuthi yize iningi lezingcaphuno zokuthengwa kwezimpahla eziphakathi zamamojula we-Photovoltaic zisagcinwa ngo-1.65Rmb/ watt noma cishe u-1.7Rmb/ Watt, kumanani wangempela, izinkampani eziningi zokutshala imali zizosebenzisa imijikelezo eminingi yezingxoxo zamanani ngamamojula. Abakhiqizi bahlukanisa amanani. Ochwepheshe be-PV bathole ukuthi umenzi othile wemodyuli wokuqala we-trier ngisho nentengo yokuthenga engu-1.6Rmb/ Watt, kanti abanye abakhiqizi bemodyuli yesibili kanye nabesithathu futhi banganikela ngentengo ephansi ye-1.5xRmb/ Watt.
Kusukela ekupheleni kuka-2022, ingxenye yemodyuli izongena esiteji somncintiswano wentengo kakhulu. Yize intengo yePolysilicon iqhubeka nokuqina noma yavuka kancane ngemuva komkhosi wasentwasahlobo, namanje ayikwazi ukuguqula umkhuba ongezansi wentengo yentengo yezimboni. Kusukela lapho, umncintiswano wentengo ezixhumanisi ezahlukahlukene usuqalile.
Ngakolunye uhlangothi, kungabonakala kusukela ekuvuleni kwamabhidi amakhulu okuthengwa kwempahla aphakathi kulo nyaka ukuthi inani lezinkampani zezakhi lenyuke kakhulu, futhi izinkampani ezithile zokubhida ziye zafika ezinkampanini ezingaba ngu-50, futhi kwavela imikhiqizo eminingana emisha. , ama-oda asheshe awina amabhizinisi aphakathi namasu aphansi amanani aphansi; Ngakolunye uhlangothi ngakolunye uhlangothi, ubukhulu bengxenye yemodyuli buhlukaniswe kakhulu. Ukusuka ku-2022 Module Shipment Isimo esikhishwe yi-infolink ezinsukwini ezimbalwa ezedlule, kungabonakala ukuthi ukuthunyelwa kwabakhiqizi be-TOP4 Module kusengaphambili, bonke bedlula i-40gw. Kodwa-ke, ngokwanda kwabafakiwe okusha, ukuthunyelwa kwamamojula ingcindezi nakho kuyabonakala ngokwengeziwe. Endabeni yokuhlinzekwa kwamandla okwanele kokukhiqiza, umncintiswano emkhakheni wengxenye uboniswa kakhudlwana ngentengo, okubuye kube yimbangela ye- "Chaos" yamanje ezingcaphuno zemboni.
Ngokuya ngempendulo evela embonini, "izingcaphuno zamanje kufanele zihlulelwe ngokuphelele ngokususelwa endaweni yephrojekthi, inqubekela phambili yephrojekthi, kanye nesimo sephrojekthi esedlule somholi wephrojekthi. Ngisho izingcaphuno ezinikezwe yinkampani efanayo amaphrojekthi ahlukile azifani. Amabhizinisi namabhizinisi umehluko wokucaphuna phakathi kwawo ahlukile kakhulu. Amanani aphezulu kakhulu ukuze alondoloze inzuzo enengqondo, ngenkathi izingcaphuno eziphansi ziyindlela eyinhloko yezinkampani ezithile zokubamba ama-oda. Uma kukhona ushintsho ku-Supply Chain, isu elijwayelekile elitholwe yizinkampani ukunciphisa ijubane umjikelezo wokuhlinzeka libambezelekile kuze kube yilapho intengo ephezulu ye-Upstream incishisiwe ngaphambi kokuphakela. "
Eqinisweni, umehluko wentengo wezakhi nawo ungakhanyiselwa ekuthengweni okuphakathi kwamabhizinisi aphakathi. Kusukela ikota yokuqala, umbuso wombuso wokutshala imali, i-Huaneng, iHuadian, iChina National Nuclear Corporation, China Energy Conservation kanye namanye amabhizinisi aphethwe nguhulumeni aqede nge-78gw yomsebenzi wokubhida wemodyuli. Ukwahlulela kusuka kokucaphuna okumaphakathi okuphakathi kwamabhizinisi okubhida, intengo yemodyuli ibilokhu icishe ibe ngu-1.7 +Rmb/ watt wehle kancane kancane ku-1.65 yamanjeRmb / watt noma njalo.
Yize intengo ikhombisa ukuthambekela okungezansi, umehluko wentengo phakathi kwamanani aphezulu naphansi wamabhizinisi wehlile kusuka ku-0.3Rmb/ Watt to cishe 0.12Rmb/ watt, bese usuka waya kumanje 0.25Rmb/ Watt. Isibonelo, muva nje, i-XINHUA HYDRO ka-4GW Module BID OVITIC, intengo ephansi kakhulu yayingu-1.55Rmb/ watt, futhi inani eliphakeme kakhulu lifinyelele ku-1.77Rmb/ watt, umehluko wentengo wamasenti angaphezu kwama-20. Lo mkhuba uhambisana namanani entengo kaPetrochina's 8GW Moderes namamojula we-CECEP's 2GW.
Ukwahlulela ezingcaphuno eziphelele kulo nyaka, izinkampani zezinhloko zezinhloko zincike ezinhlelweni zabo zomkhiqizo ukunikela ngezingcaphuno eziphakeme kakhulu, ezigcinwe ngenhla kwamanani entengo aphakathi namabhizinisi aphakathi. Ukuze ubambe ama-oda, izinkampani zezinkampani zesibili nezesithathu zisebenzisa inzuzo yokwehla kwezindleko zemboni, izingcaphuno zezakhi ziphezulu kakhulu. I-Radical, izingcaphuno eziphansi kakhulu zawo wonke amabhizinisi aphakathi nendawo aqhamuka ezinkampanini zesibili nezesithathu. Ikakhulu njengoba inani lezinkampani zezakhi liyaqhubeka nokwanda, into ethi "Intengo" isiyaluyalu selusobala kakhulu. Isibonelo, ukubhidlika kwengxenye ye-China Power Conchcution 26GW Yakha, cishe izinkampani ezibamba iqhaza cishe ezingama-50, zinokwehluka kwentengo yengxenye engaphezu kuka-0.35Rmb/ Watt.
Uma kuqhathaniswa nesiteshi samandla omhlaba, intengo emakethe ye-Photovoltaic esatshalaliswa iphakeme kancane. Abanye abasabalalisi batshele izinkampani ze-Photovoltaic ukuthi intengo yokuthenga yamanje yenkampani yeqembu lezinhloko ifinyelele ngaphezu kwe-1.7Rmb/ Watt, ngenkathi intengo yokuqalisa yangaphambilini yayingaba ngu-1.65Rmb/ watt, uma ungakwazi ukwamukela ukwenyuka kwentengo kwezakhi, udinga ukulinda kuze kube yilapho kungenzeka ukuthi ngikwazi ukwenza inani lentengo le-1.65Rmb/ Watt.
Eqinisweni, imboni ye-Photovoltaic ithole ukudideka izingcaphuno zezakhi ngesikhathi somjikelezo ongezansi wamanani entengo yezimboni. Ekuqaleni kuka-2020, njengoba intengo yezinto zokwakha i-silicon yaqhubeka yehla, ukubhidlizwa kwamabhizinisi aphakathi nendawo kuqhubeke nokuqala kwikota yokuqala. Ngaleso sikhathi, ukucaphuna okuphansi kakhulu embonini kufinyelela cishe ngo-1.45Rmb/ watt, ngenkathi intengo ephezulu ihlala icishe ibe ngu-1.6Rmb/ Watt. Ngaphansi kwesimo samanje, izinkampani zezinkuni zesibili nezesithathu zingene ohlwini lwamabhizinisi aphakathi namanani aphansi.
Intengo ye-melee ngemuva kokuqala kokuqalwa kwamanje kokuncishiswa kwentengo isaqalwa yizinkampani zesibili nezesithathu. Izinkampani zezinhloko zezinhloko zinenzuzo yomkhiqizo futhi zinethemba lokukhulisa kahle umugqa wenzuzo wohlangothi lwengxenye. Yize izingcaphuno ziphakeme kakhulu, ngenxa yokubambisana kwangaphambilini namabhizinisi aphethwe nguhulumeni aseCentral State, imikhiqizo ehambisanayo ingasusa ukukhathazeka kwe-Central State Enterprises. Ukuze uqhunyele ama-oda futhi unciphise ohlwini olufushane, izinkampani zesibili kanye nezesithathu futhi zingeniswe emakethe ehambisanayo nezingcaphuno eziphansi. Abanye abatshalizimali besiteshi samandla bathi, "Ikhwalithi yezakhi zamabhizinisi ama-Tier wesibili nantathu kungadingeka ukuthi iqinisekiswe yimakethe, kepha inani lokubuyisa ukutshalwa kwemali kwesiteshi samandla asuselwa kumanani omkhiqizo acishe afane."
I-Chaotic Batt yamanani entengo ahlobene kakhulu nomdlalo phakathi kwezimboni ezikhuphukayo neziphansi. In infolink'Ukubuka, intengo yezinto zokwenziwa ze-silicon isazogcina umkhuba ongezansi isikhathi eside, kepha intengo ye-silicon wafers ayikaze ikhululwe kakhulu ngenxa yenkinga yokukhiqizwa, kodwa ifinyelele phezulu kwalo mjikelezo wokushintshashintsha kwamanani, futhi Ukulungiswa kwentengo ye-Silicon Wafers nge-Silicon Wafers kulindeleke futhi ukuthi isheshe i-Down Cycle. Ukudideka kwesikhashana kwesikhashana kwamanani emodyuli akuvimbi ukuthambekela okujwayelekile kokuncishiswa kwentengo unyaka wonke, futhi lokhu kuzokweseka kahle ukufakwa okufakwayo okuphansi kwama-photovoltaics kulo nyaka.
Okucacile ukuthi yonke imikhakha yezemboni isaqhudelana nelungelo lokukhuluma ngamanani entengo, okungenye yezizathu zomehluko omkhulu wentengo. Kodwa-ke, ukuguquguquka kwamanani aqhubekayo ngokungangabazeki kuzokuletha izinkathazo ekuthengeni okukhulu okulinganiselwe kanye nokubhida. Izingozi zokuhlinzekwa ezilandelayo kufanele zihlolwe kahle.
Isikhathi Sokuthumela: APR-22-2023