Kubva mutengo wepolysilicon zvinhu pakati-kusvika-kupera kwaNdira, iyo "solar moduleachamuka” zvakataurwa. Mushure meMutambo weChirimo, mukutarisana nekuchinja kwemutengo kwakaunzwa nekuenderera mberi kwemutengo wesilicon zvinhu, bhatiri, solar panel mabhizinesi kudzvanywa zvakapetwa kaviri, kubhidha kwazvino kwakapa "kuwedzera mutengo" mhinduro.
Musi waFebruary 26, mune photovoltaic module kutenga kweShandong Zhongyan supply chain,HJTyakaverengerwa chikamu chepamusoro, uye hombe-saizi silicon wafers nemabhatiri ndiwo makuru. Iko quotation ndeye 0.82-0.88 yuan / W ine avhareji ye0.8514 yuan / W; Chikamu 2 ndeye 0.861-0.92 yuan / W ine avhareji ye0.8846 yuan / W; Chikamu chechitatu chinoti 1.03-1.3 yuan / W ine avhareji ye1.116 yuan / W.
Musi waFebruary 27, mukutenga kwepakati kwe photovoltaic modules yeYunnan Energy Investment New Energy Investment uye Development Co., Ltd., mutengo wekutengesa wakapfuura 0.9 yuan / W, uye avhareji yaive 0.952 yuan / W. foregone mhedziso, iyo indasitiri cheni yave kuda kutora.
Zvikonzero zvekuwedzera kwemutengo we solar modules ndezvi: chirongwa chinotanga mushure meMutambo weChitsuwa, kudiwa kwenguva pfupi kunowedzera; iyo silicon wafer uye mutengo webhatiri unowedzera zvishoma; mamwe mabhizinesi anosimudzira kuwedzera kwemutengo kweiyo indasitiri ketani kudzikisa mutengo wekugadzirisa kudzvanywa.
Muhafu yekutanga ya2024, mitengo yemaindasitiri echeni ichave iri mune yakashata mamiriro. Mune ramangwana, nekubviswa kwekudzokera kumashure kwekugadzira, iyo maindasitiri cheni ichaenda kune imwe chiyero chitsva. Uye zvakare, nekuenderera mberi kwekuenderera mberi kwehunyanzvi uye iteration yehuwandu hwekugadzira, iyo photovoltaic indasitiri cheni iri kuitawo shanduko dzakadzama. Iyo chikamu cheHJT (heterojunction) zvikamu zvakawedzera zvishoma nezvishoma, uye hombe-saizi silicon wafers nemabhatiri zvave zvakanyanya, izvo zvinoisa kumberi kwepamusoro zvinodiwa zvekugadzira kugona iteration yemabhizinesi ane hukama. Panguva imwecheteyo, mamwe ekutanga uye matsva ekutanga mabhureki haasati atora chikamu mumakwikwi ep-mhando yemusika uye anotarisa pamusika we-n-mhando, iyo ichavawo neimwe mhedzisiro pamusika patani.
Panyaya yemitengo yemaketani emaindasitiri, kunyangwe paine maitiro ekuwedzera kwemitengo munguva pfupi yapfuura, ihwowo chiitiko chinonzwisisika. Mabhizinesi mune zvese zvinongedzo anofanirwa kunakidzwa nemhindu inonzwisisika, kuitira kuti abatsire mukuvandudza kune hutano kweiyo photovoltaic indasitiri ketani uye kukurudzira hunyanzvi hwetekinoroji. Mune ramangwana, nekubviswa zvishoma nezvishoma kwekudzokera kumashure kwekugadzira, iyo maindasitiri cheni ichaenda zvishoma nezvishoma yakananga kune imwe chiyero.
Kazhinji, iyo photovoltaic industry chain muhafu yekutanga ye2024 ichasangana nemamwe matambudziko nemikana. Makambani anofanirwa kutarisisa kusimba kwemusika, kugadzirisa maitiro avo uye kuchinjika kune shanduko kuti vabudirire budiriro. Panguva imwecheteyo, hurumende nemadhipatimendi akakodzera anofanirwawo kusimbaradza manejimendi, kusimudzira kusimudzira maindasitiri neshanduko, uye kuita mupiro wakakura mukusimudzirwa kwehutano hweindasitiri yephotovoltaic uye optimization yesimba repasi rose.
Nguva yekutumira: Feb-28-2024