Mazuva mashoma apfuura, CGNPC yakavhura bhidhi rekutenga kwepakati kwezvikamu muna 2022, ine chiyero che8.8GW (4.4GW nyoro + 4.4GW reserve), uye zuva rakarongwa rekutumira matende mana: 2022/6/30- 2022/12/10. Pakati pavo, zvakakanganiswa nekuwedzera kwemutengo wesilicon zvinhu, mutengo wepakati we540/545 bifacial modules mukutanga uye yechipiri mabhidhi i1.954 yuan/W, uye mutengo wepamusoro i2.02 yuan/W. Pakutanga, muna Chivabvu 19, China General Nuclear Power yakaburitsa iyo 2022 gore negorephotovoltaic modulemidziyo frame centralized procurement bidha chiziviso. Iyo purojekiti yakakamurwa kuita 4 mabhidhi ezvikamu, inovhara yakazara inochengeterwa huwandu hwe8.8GW.
Musi wa8 Chikumi, iyo Silicon Indasitiri Bazi reChina Nonferrous Metals Indasitiri Association yakaburitsa ichangoburwa mutengo wekutengesa wepamba solar-giredhi polysilicon. Kuenzaniswa nesvondo rapfuura, mitengo yekutengeserana yemhando nhatu dzesilicon zvinhu yakasimuka zvakare. Pakati pavo, muvhareji wekutengesa mutengo weimwe crystal compound feed yakakwira kusvika ku267,400 yuan/ton, ine huwandu hwe270,000 yuan/ton; avhareji mutengo weimwe crystal dense material wakakwira kusvika ku265,000 yuan/ton, pamwe nepamusoro pe268,000 yuan/ton; Mutengo wakakwira kusvika pa262,300 yuan/tani, uye wepamusoro waive 265,000 yuan/tani. Izvi zviri mushure mekupedzisira kwaNovember, mutengo wesilicon zvinhu wakakwira kune anopfuura 270,000 yuan zvakare, uye haisi kure nemutengo wepamusoro we276,000 yuan / tani.
Bazi reindasitiri yesilicon rakaratidza kuti svondo rino, ese mabhizinesi esilicon zvinhu apedza maodha awo munaChikumi, uye kunyangwe mamwe mabhizinesi akasaina maodha pakati paChikunguru. Chikonzero nei mutengo wesilicon zvinhu uchiramba uchikwira. Chekutanga, mabhizinesi ekugadzirwa kwesilicon wafer uye mabhizinesi ekuwedzera ane chido chakasimba chekuchengetedza chiyero chepamusoro chekushanda, uye mamiriro azvino ekumhanyira kutenga zvigadzirwa zvesilicon zvakaita kuti kudiwa kwepolysilicon kuwedzere; chechipiri, kudiwa kwepasi kunoramba kuine simba. Iko hakuna makambani mashoma akawedzera kunyoresa maodha muna Chikumi muna Chivabvu, zvichikonzera kudzikiswa kwakanyanya kwemari inogona kusainwa muna Chikumi. Maererano nemashoko akaziviswa neSilicon Industry Branch, vhiki ino, mutengo weM6 silicon wafers waiva 5.70-5.74 yuan / chidimbu, uye muvhareji wekutengesa mutengo wakaramba uri pa5,72 yuan / chidimbu; mutengo weM10 silicon wafers waiva 6.76-6.86 yuan / chidimbu, uye kutengeserana kwaiva Mutengo wepakati unochengetedzwa pa 6.84 yuan / chidimbu; mutengo weG12 silicon wafers ndeye 8.95-9.15 yuan / chidimbu, uye avhareji mutengo wekutengesa unochengetwa pa9.10 yuan / chidimbu.
Uye PV InfolInk yakataura kuti mumhepo yemusika umo kupihwa kwezvinhu zvesilicon kuri kushomeka, mutengo wemirairo pasi pezvibvumirano zvenguva refu pakati pevagadziri vakuru unogona kuve nekuderedzwa, asi zvichiri kunetsa kudzivirira mutengo wepakati kuti urambe uchikwira. . Uyezve, "silicon zvinhu zvakaoma kuwana", uye kuwanikwa uye kudiwa mamiriro ezvinhu akaoma-ku-kuwana-silicon zvinhu zvinoratidza kusareruka. Kunyanya pakuwedzera kwekuwedzera kwehunyanzvi mukudhonzwa kwekristaro, mutengo wesilicon zvinhu kune mhiri kwemakungwa unoramba uripo, uyo wakakwira kupfuura mutengo we280 yuan pakirogiramu. Hazvishamisi.
Kune rumwe rutivi, mutengo unowedzera, kune rumwe rutivi, urongwa hwakazara. Maererano nehuwandu hwehuwandu hwemagetsi ehurumende kubva munaJanuary kusvika munaEpril yakabudiswa neNational Energy Administration musi waMay 17. Photovoltaic simba rekugadzira rakaisa nzvimbo yekutanga mune itsva yakaiswa simba ne 16.88GW, gore negore kuwedzera kwe138%. Pakati pavo, huwandu huchangobva kuiswa muna Kubvumbi hwaive 3.67GW, gore negore kuwedzera kwe110% uye mwedzi-pa-mwedzi kuwedzera kwe56%. Europe yakaunza 16.7GW yeChinese module zvigadzirwa muQ1, zvichienzaniswa ne6.8GW munguva imwecheteyo gore rapfuura, kuwedzera kwegore negore kwe145%; India yakatengesa nezve 10GW ye photovoltaic modules muQ1, kuwedzera kwe210% gore negore, uye kukosha kwekutengesa kwakawedzera ne374% gore negore; uye United States yakazivisawo kuregererwa kwenyika ina dzeSoutheast Asia Makore maviri emitengo yekutumira kune photovoltaic modules, iyo photovoltaic track inogamuchira akawanda mabhenefiti.
Mukutaura kwemari, kubva pakupera kwaApril, photovoltaic sector yakaramba ichisimbisa, uye photovoltaic ETF (515790) yakadzoka zvakare kupfuura 40% kubva pasi. Kubva pakupera kwaChikumi 7, kukosha kwemusika kweiyo photovoltaic sector kwakasvika 2,839.5 bhiriyoni yuan. Mumwedzi wapfuura, nhamba ye22 photovoltaic stocks yakatengwa nemari yeNorthbound. Zvichienderana nekuverenga kwakaomarara kweavhareji mutengo wekutengesa muchikamu, LONGi Green Energy neTBEA yakagamuchira mambure ekutenga anopfuura bhiriyoni imwe kubva kuBeishang fund, uye Tongwei neMaiwei zvikamu zvakawana kutenga kwet inodarika 500 miriyoni yuan kubva kuBeishang mari. . Western Securities inotenda kuti kubvira 2022, huwandu hwemapurojekiti ekubhidha module hwakaputika, uye chiyero muna Ndira, Kurume, naKubvumbi zvese zvakapfuura 20GW. Kubva munaNdira kusvika Kubvumbi 2022, iyo yakawedzera kubhidha vhoriyamu yephotovoltaic mapurojekiti aive 82.32l, gore-pa-gore kuwedzera kwe247.92%. Mukuwedzera, iyo National Energy Administration inofanotaura kuti ichangobva kuwedzerwa photovoltaic grid ichasvika 108GW mumakore makumi maviri nemaviri, uye mapurojekiti aripo ari kuvakwa achasvika 121GW. Tichifunga kuti mutengo wezvikamu muhafu yechipiri yegore uchiri wakakwira, inofungidzirwa nekuchengetedza kuti iyo yemukati yakaiswa simba ichasvika 80-90GW, uye kudiwa kwemusika wepamba kwakasimba. Kudiwa kwepasi rose photovoltaic kwakasimba zvokuti hapana tariro yekuderedza mutengo we photovoltaic modules munguva pfupi.
Nguva yekutumira: Jun-15-2022