Imboni ye-photovoltaic ibhekene nomzuliswano omusha wokuyaluza.Izinga elimaphakathi lokukhiqiza lansuku zonke ngoFebhuwari lifinyelele phezulu kakhulu emlandweni

Ekuqaleni konyaka omusha, imboni ye-photovoltaic inomunye umjikelezo wokuyaluza.

ikhebula lelanga
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Izintatheli embonini ukuqonda ukuthi kusukela ekuqaleni konyaka, i-photovoltaic embonini chain emikhawulweni ehlukahlukene baye bathuthukisa izinga lokusebenza, ingxenye February isilinganiso izinga ukukhiqizwa nsuku zonke ifinyelele eliphakeme kakhulu emlandweni, wadlala imboni kulo nyaka ukuqhubeka phambili. "isandulela".

Imibuzo eyengeziwe nokuhlela ukukhiqiza okwengeziwe

Ukucacisa, ukuhlelwa kokukhiqizwa kwesixhumanisi sezinto ze-silicon ngokuvamile kuhlala kuphezulu muva nje.Ngaphansi kwesizinda sokwenyuka kwezinga lokusebenza eliphansi komfula, ngaphandle kwebhizinisi elilodwa lempahla ye-silicon yasekhaya engu-15 ukuze lilungiswe, amanye agcine ukukhiqizwa nokulethwa okuvamile phakathi Nomkhosi Wasentwasahlobo.Umkhiqizo wasekhaya ngoMasingana kulindeleke ukuthi udlule amathani ayi-100,000, ukhuphuke ngaphezu kuka-5% kusukela enyangeni edlule.Ngokombono wentengo, intengo yezinto ze-silicon ngobusuku bangaphambi koMkhosi Wasentwasahlobo yayeka ukwehla yaphinde yaqina.Uphenyo lwaqhubeka nokwanda ngosuku lokuqala lokusebenza ngemva kwefestiveli, futhi ikhotheshini yamanye amabhizinisi yenyuka yafinyelela ku-180 yuan/kg ngokulandelana.Abangaphakathi embonini bathi ngokuqala kabusha komsebenzi ngemuva kwemakethe yamaholide, amanani e-silicon kulindeleke ukuthi ahlale eqinile esikhathini esifushane.

NgoJanuwari, ukusungulwa kwe-silicon wafer kwaqhubeka nokuncipha, futhi ingcindezi yokulethwa yehla.Amabhizinisi amaningi e-silicon wafer andisa izinga lokusebenza.Izinga lokusebenza kwamabhizinisi omugqa wokuqala we-silicon wafer kulindeleke ukuthi libe ngu-65% kuya ku-70%, kanti elamabhizinisi omugqa wesibili we-silicon wafer kulindeleke ukuthi libe ngaphezu kwama-60%.Mayelana nenani, ngaphambi komkhosi, ibhizinisi lomugqa wokuqala we-silicon wafer lathatha isinyathelo sokunyusa amanani, futhi phakathi noMkhosi Wasentwasahlobo, amanye amabhizinisi alandele.Kulindeleke ukuthi intengo ye-silicon wafer izoqhubeka ikhuphuka kancane ngaphansi kwesizinda sokuphinda kwentengo ye-silicon kanye nesidingo esihle.

Ukukhiqizwa kwebhethri kujwayelekile, amabhizinisi ajwayelekile anosekelo oluhle lokuhleleka, eduze nokukhiqizwa okugcwele phakathi Nomkhosi Wasentwasahlobo.Ngokwentengo, ibhethri yaphakama ngaphambi komkhosi, ngemva komkhosi, intengo ephezulu yakamuva ye-P-type 182, imikhiqizo ye-210 ifinyelele ku-0.96-0.97 yuan / watt, uma kuqhathaniswa ne-0.80 yuan / watt yangaphambilini yanda kakhulu.

Ngesikhathi soMkhosi waseNtwasahlobo, amabhizinisi abamba iqhaza agcina umsebenzi onzima.Ukukhishwa kwezingxenye ngoFebhuwari kulindeleke ukuthi kudlule ama-gigawatts angu-30, ukwanda kwenyanga nenyanga okungaphezu kuka-10%, futhi ukukhishwa kosuku olulodwa kuyizinga eliphakeme kakhulu emlandweni, eliqhathaniswa nalelo ngoNovemba ngonyaka odlule.Mayelana nentengo, ngenxa yemisebenzi embalwa ngesikhathi soMkhosi Wasentwasahlobo, intengo ayikashintshi kakhulu.Amabhizinisi omugqa wokuqala agcina u-1.75-1.80 yuan/watt, umugqa wesibili 1.70-1.75 yuan/watt, futhi uhlelo olusha lusaxoxisana ngemva kwefestiveli.Ama-oda omugqa wokuqala esandleni anele, futhi intengo ye-oda elisha kusalindeleke ukuthi ibe cishe i-yuan/watt engu-1.70.

Ngokuqondene nesixhumanisi sezinto ezisizayo, ngoFebhuwari, ngaphansi kwesizinda sokuthuthukiswa kwengxenye yokukhiqiza kanye nohlelo lokugcwalisa kancane kancane, ukuhlinzekwa kanye nesidingo sezinto ezisizayo ezifana nefilimu yenjoloba nengilazi kulindeleke ukuthi kuthuthuke, futhi ukukhiqizwa kuzokwanda ngokufanele.Entengo, intengo yefilimu ngoJanuwari isephansi, ingcindezi yenzuzo isekhona, uFebhuwari kulindeleke ukuthi ungene esikhathini sefasitela lokukhuphuka kwentengo yokushaqeka.Ngenxa yokukhululwa okusheshayo kokunikezwa kwengilazi engxenyeni yesine yonyaka odlule, i-inventory eholayo yanda cishe amasonto amabili, izintengo zeglasi ngoJanuwari zilungiswe kancane, i-inventory kaFebruwari kulindeleke ukuthi ihambe, intengo yokusebenza okuzinzile.

Ama-oda agcwalisiwe abiza phansi

Ngokuqondene nokwehla embonini kusukela ekuqaleni konyaka, abacwaningi base-Changjiang Dianxin bakholelwa ukuthi isizathu esiyinhloko ukuthi ngaphansi kwesizinda sokusheshisa ukwehla kwentengo yochungechunge lwezimboni, umkhuba wokuhlela ukukhiqiza ngoJanuwari muhle, isidingo ukuguquka kulindeleke kusenesikhathi, futhi inkambiso yenzuzo yesixhumanisi ngasinye inokulindela okucacile kancane kancane.Ngokombono wesidingo, ngenxa yama-oda anele ezingxenye ezisesandleni kanye nokwehla kwakamuva kwezindleko zempahla eluhlaza, ukuhlela ukukhiqizwa kwezingxenye ezihlanganisiwe eziholayo kuye kwathuthukiswa uma kuqhathaniswa nokuhlelwa kwangaphambilini.Ukusebenza bekungcono kunalokho obekulindelwe, uma kubhekwa isikhathi esijwayelekile sokuhamba kancane.

Ngaphezu kwalokho, ngokombono wendlela yokwenza inzuzo, intengo yochungechunge lwezimboni lwakamuva yehle ngokushesha ngemva kokuphindeka kabusha kokushaqeka, impahla ye-silicon eminyene ngenxa yokugcwaliswa kabusha komfula yaqala ukukhuphula amanani, ama-silicon chips, amabhethri ngokukhuphuka.Nakuba ukwenyuka kwentengo encane kungaguquli inkambiso evamile yokwehliswa kwentengo, ukuthuthukiswa kwenzuzo kwengxenye yengxenye kusacacile kakhulu, futhi ukulahlekelwa kwenani lempahla kuye kwalawuleka ngokuqhathaniswa ngaphansi kwesu eliphezulu lenzuzo.

“Uma sibheke phambili kulo nyaka, kusewumgomo wokuhlinzeka ukunquma isidingo esifakiwe, uma kucatshangelwa ukuthi izinhlayiya, isihlabathi se-quartz esihlanzekile sinokunwebeka okuthile, ngasikhathi sinye, intengo yochungechunge lwezimboni ukukhuthaza isigqi sesidingo. kusobala.”Abacwaningi abangenhla babikezele ukuthi umthamo womhlaba wonke ofakiwe we-photovoltaic kulindeleke ukuthi ufinyelele kuma-gigawatts angu-350-380 kulo nyaka, ukukhula konyaka okungaphezu kuka-40%, futhi izisekelo eziqinile ziyaqhubeka.

Ukubhida kwamaphrojekthi kuyashisa

Ngemuva “kwesiyaluyalu” sochungechunge lwemboni ye-photovoltaic kuyisiqalo esishisayo samaphrojekthi athile amakhulu kanye nokuvulwa okushisayo kwamaphrojekthi amakhulu wokubhida ekuqaleni konyaka, okunikeza imboni ukuzethemba kokuqhubekela phambili.

NgoJanuwari 11, iphrojekthi enkulu kakhulu yokukhiqiza umugqa owodwa we-solar photovoltaic heterojunction cell (isakhiwo se-HJT) esebenza kahle kakhulu e-China, iphrojekthi ye-heterojunction cell gigawatt engu-5 esebenza kahle kakhulu yethulwa eDanliang County, eDolobheni laseMeishan.Le phrojekthi ihlela ukutshala ama-yuan ayizigidi eziyizinkulungwane ezingama-2.5 isiyonke, futhi kulindeleke ukuthi ifakwe ekukhiqizweni ekupheleni kuka-Agasti 2023.

U-Yang Wendong, iphini likamongameli omkhulu wale phrojekthi, wethula ukuthi ubuchwepheshe bebhethri ye-heterojunction buwubuchwepheshe obuthuthuke kakhulu bebhethri yohlobo lwe-N lwesizukulwane sesithathu embonini njengamanje.Ihlanganisa izinzuzo zebhethri ye-silicon ye-crystalline nebhethri yefilimu elincanyana, ngokusebenza kahle okuphezulu, ukuncishiswa okuphansi, ukumelana nokushisa okuphezulu, izinga eliphezulu eliphindwe kabili izici ezine, isikhala semakethe esizayo sikhulu.Njengamanje, iphrojekthi isifakiwe eSifundazweni SaseSichuan 2023 amaphrojekthi abalulekile, kodwa futhi iMeishan City izokwakha iphrojekthi yomgogodla wemboni ye-silicon photovoltaic eyizigidi eziyizinkulungwane eziyi-100.

Ngomhla zingama-27 kuMasingana, umcimbi obalulekile wephrojekthi yebhethri ye-heterojunction esebenza kahle kakhulu ye-China Building Materials wabanjelwa e-Jiangyin Harbour Development Zone.Kubikwa ukuthi le phrojekthi itshalwe yi-China Building Materials (Jiangyin) Photoelectric Material Technology Co., LTD., inkampani engaphansi kwe-China Construction Group, ngokutshalwa kwezimali okuphelele kwama-yuan ayizigidi eziyizinkulungwane ezingu-5.

Maphakathi nenyanga edlule, i-China Power Construction yamemezela imiphumela yokuvula ye-26GW photovoltaic mega-tender.Ngenxa yenani elikhulu le-monomer, nezinto ze-silicon, amanani e-silicon chip ehla, kwavuleka isikhala senzuzo, ithenda yaheha izinkampani ezingaphezu kuka-40, akukaze kwenzeke.Ngokwamagama acashuniwe, kunomkhuba we-polarization.Izinkampani ezihamba phambili ngokuvamile zinikeza amanani aphezulu, kuyilapho izinkampani zesigaba sesibili nesesithathu zincintisana ngamanani aphansi uma kuqhathaniswa.Intengo emaphakathi (iwathi ngayinye) ingu-1.67-1.69 yuan ezingxenyeni zohlobo lwe-P kanye no-1.75 yuan wezingxenye zohlobo lwe-N.Intengo ephansi ingu-1.48 yuan, inani eliphakeme kakhulu lingaphezu kuka-1.8 yuan ohlotsheni lwe-P futhi cishe ama-yuan angu-2 ohlotsheni lwe-N.

Ngokombono wemboni, umphumela ophumelelayo we-single enkulu uzobonisa okulindelwe yimboni.Ngokwentengo yamanje yochungechunge lwezimboni nokubalwa okuguquguqukayo kwezindleko zomkhakha, isibonelo, i-oda elikhulu le-China Power Construction ilethwa ngokuya ngenani elijwayelekile lokuwina.Uma kuqhathaniswa nezindleko zamanje ezingaba ngu-1.3 yuan/w, inzuzo eyeqile yezingxenye inkulu kakhulu.

Ngaphezu kwalokho, ngaphambi kwefestivali ekubhideni kwephrojekthi ye- scenery yakamuva, izingxenye ze-Dachang zivele intengo ephansi engu-1.6 yuan/watt.Ngokuvumelana ne "125,000 kW / 500,000 KWH isitoreji samandla + 500,000 kw indawo yephrojekthi yensimu efanayo" yaseChangji Guodu County, 200,000 kW photovoltaic module procurement module imiphumela yokukhangisa ibonisa ukuthi i-Huansheng Photovoltaic (Jiangsu) Co., Ltd. enomnikelo ophelele. yama-yuan angu-438337536, inani leyunithi engu-1.68 yuan/watt libe yikhandidethi lokuqala lebhidi.I-Trina Solar ikhandidethi lesibili lebhidi enenani leyunithi elingu-1.6 yuan nge-watt ngayinye.


Isikhathi sokuthumela: Jan-30-2023