Ekuqaleni koNyaka omtsha, imboni ye-photovoltaic inomnye umjikelo wokuphazamiseka.
Iintatheli kushishino ukuqonda ukuba ukususela ekuqaleni konyaka, ikhonkco loshishino photovoltaic kwiziphelo ezahlukeneyo ziye zaphucula izinga lokusebenza, inxalenye ye-avareji February inqanaba lemveliso mihla ifikelele kwelona liphezulu kwimbali, wadlala kushishino kulo nyaka ukuqhubeka ukuqhubela phambili. "isandulela".
Imibuzo emininzi kunye nokucwangciswa kwemveliso
Ukuchaneka, ukucwangciswa kwemveliso yekhonkco lezinto ze-silicon lihlala liphezulu mva nje.Phantsi kwemvelaphi yokunyuka kwezinga lokusebenza ezantsi, ngaphandle kwelinye lamashishini e-silicon asekhaya ali-15 ukuze alungiswe, amanye agcina imveliso eqhelekileyo kunye nokuhanjiswa ngexesha loMnyhadala waseNtwasahlobo.Imveliso yangaphakathi ngoJanuwari kulindeleke ukuba idlule iitoni ze-100,000, inyuke ngaphezu kwe-5% ukusuka kwinyanga edlulileyo.Ngokwembono yexabiso, ixabiso lezinto ze-silicon ngobusuku bangaphambi koMnyhadala weNtwasahlobo layeka ukuwa kwaye laphinda laphindaphindeka.Uphando luqhubekile nokunyuka ngosuku lokuqala lokusebenza emva komthendeleko, kwaye ukucaphuna kwamanye amashishini kunyuke ukuya kwi-180 yuan / kg ngokulandelanayo.Abangaphakathi kwimizi-mveliso bathi ngokuphinda kuqalwe ngokusebenzayo emva kwemarike yeeholide, amaxabiso e-silicon kulindeleke ukuba ahlale eqinile kwixesha elifutshane.
NgoJanuwari, uluhlu lwe-silicon wafer lwaqhubeka lunciphisa, kwaye uxinzelelo lokuhambisa luye lwancipha.Amashishini amaninzi e-silicon anyuse izinga lokusebenza.Umyinge wokusebenza kwamashishini odidi lokuqala lwesilicon wafer kulindeleke ukuba ube malunga nama-65% ukuya kuma-70%, kwaye owodidi lwesibini lwamashishini e-silicon wafer kulindeleke ukuba ube ngaphezulu kwama-60%.Ngokwexabiso, phambi komnyhadala, ishishini lokuqala le-silicon lathatha inyathelo lokunyusa amaxabiso, kwaye ngexesha loMnyhadala waseNtwasahlobo, amanye amashishini alandele.Kulindeleke ukuba ixabiso le-silicon wafer liya kuqhubeka nokunyuka kancinci phantsi kwemvelaphi yexabiso le-silicon kunye nemfuno elungileyo.
Ukuveliswa kwebhetri ngokusisiseko kuqhelekile, amashishini aqhelekileyo anenkxaso yomyalelo olungileyo, kufutshane nemveliso epheleleyo ngexesha loMnyhadala waseNtwasahlobo.Ngokwexabiso, ibhetri yavuka ngaphambi komthendeleko, emva komthendeleko, ixabiso eliphezulu lamva nje le-P-uhlobo lwe-182, iimveliso ze-210 zifikelele kwi-0.96-0.97 yuan / watt, xa kuthelekiswa ne-0.80 yuan / watt yangaphambili yanda kakhulu.
Ngexesha loMnyhadala weNtwasahlobo, amashishini amacandelo agcina umsebenzi womthwalo ophezulu.Ukuveliswa kwamacandelo ngoFebruwari kulindeleke ukuba kudlule i-gigawatts ye-30, ukunyuka kwenyanga ngenyanga ngaphezu kwe-10%, kwaye imveliso yosuku olunye iyona nqanaba eliphezulu kwimbali, efaniswa naloo ngoNovemba kunyaka odlulileyo.Ngokwexabiso, ngenxa yokuthengiselana okuncinci ngexesha loMthendeleko weNtwasahlobo, ixabiso alitshintshanga kakhulu.Amashishini okuqala agcina i-1.75-1.80 yuan / watt, eyesibini i-1.70-1.75 yuan / watt, kwaye umyalelo omtsha usaphantsi kothethwano emva komthendeleko.Imiyalelo yomgca wokuqala esandleni yanele, kwaye ixabiso lomyalelo omtsha lisalindeleke ukuba libe malunga ne-1.70 yuan / watt.
Ngokubhekiselele kwikhonkco lezinto ezincedisayo, ngoFebruwari, phantsi kwemvelaphi yokuphuculwa kwemveliso yecandelo kunye nesicwangciso sokuzaliswa ngokuthe ngcembe, ukunikezelwa kunye nemfuno yezinto ezincedisayo ezifana nefilimu yerabha kunye neglasi kulindeleke ukuba kuphuculwe, kwaye imveliso iya kwanda ngokufanelekileyo.Kwixabiso, ixabiso lefilimu ngoJanuwari lisephantsi, uxinzelelo lwenzuzo lusekho, uFebruwari kulindeleke ukuba angene kwixesha lefestile lokunyuka kwexabiso lokutshatyalaliswa.Ngenxa yokukhutshwa ngokukhawuleza konikezelo lweglasi kwikota yesine kulo nyaka uphelileyo, uluhlu olukhokelayo lwanda ukuya malunga neeveki ezimbini, amaxabiso eglasi ngoJanuwari ahlengahlengiswe kancinane, uluhlu lwempahla kaFebruwari kulindeleke ukuba luhambe, ixabiso lomsebenzi ozinzileyo.
Iiodolo ezigcwalisiweyo ziyehla
Ngokubhekiselele ekuphumeni kweshishini ukusukela ekuqaleni konyaka, abaphandi baseChangjiang Dianxin bakholelwa ukuba esona sizathu sikukuba phantsi kwemvelaphi yokuhla kwexabiso elikhawulezayo lekhonkco leshishini, imveliso yokucwangcisa imveliso ngoJanuwari ilungile, imfuno indawo yokuguqula ilindeleke kwangaphambili, kwaye indlela yenzuzo yekhonkco ngalinye inolindelo olucacileyo ngokuthe ngcembe.Ngokombono wemfuno, ngenxa yee-odolo ezaneleyo zamacandelo asesandleni kunye nokwehla kwamva nje kweendleko zemathiriyeli ekrwada, ukucwangciswa kwemveliso yamacandelo adibeneyo akhokelela kuye kwaphuculwa xa kuthelekiswa nocwangciso lwangaphambili.Ukusebenza bekungcono kunokuba bekulindelwe, xa kujongwa ixesha elicothayo lemveli.
Ukongeza, ngokwembono yendlela yokwenza inzuzo, ixabiso lekhonkco lemizi-mveliso lamva nje lehla ngokukhawuleza emva kokuphinda kothuke, imathiriyeli yesilicon exineneyo ngenxa yokuzaliswa ezantsi kwaqala ukunyusa amaxabiso, iitshiphusi zesilicon, iibhetri ngokunyuka.Nangona ukunyuka kwamaxabiso okuncinci akutshintshi umkhwa jikelele wokunciphisa amaxabiso, ukuphuculwa kwenzuzo yecandelo lecandelo kusacacile kakhulu, kwaye ukulahlekelwa kwexabiso le-inventory kuye kwalawuleka ngokufanelekileyo phantsi kwesicwangciso esiphezulu sokuthengisa.
"Sijonge phambili kulo nyaka, kuseyi-bottleneck yokubonelela ukumisela imfuno efakiweyo, kuthathelwa ingqalelo ukuba amasuntswana, isanti yequartz esulungekileyo inomgangatho othile wokubonelela, kwangaxeshanye, ixabiso letyathanga loshishino ukuvuselela isingqi semfuno. kuyabonakala.”Abaphandi abangasentla baqikelele ukuba i-photovoltaic yomhlaba wonke efakwe amandla kulindeleke ukuba ifike kwi-350-380 gigawatts kulo nyaka, ukukhula konyaka-ngonyaka ngaphezu kwe-40%, kunye neziseko ezinamandla ziyaqhubeka.
Ukubhida iiprojekthi kushushu
Emva "kwesiphithiphithi" setsheyini yoshishino lwe-photovoltaic sisiqalo esishushu sezinye iiprojekthi ezinkulu kunye nokuvulwa okutshisayo kweeprojekthi ezinkulu zebhidi ekuqaleni konyaka, okunika imboni ithemba lokuqhubela phambili.
Ngomhla we-11 kaJanuwari, iprojekthi enkulu yokuvelisa umgca omnye we-high-efficiency ye-solar photovoltaic heterojunction cell (isakhiwo se-HJT) e-China, iprojekthi ye-5 gigawatt ephezulu esebenzayo ye-heterojunction cell yasungulwa kwi-Danliang County, e-Meishan City.Le projekthi iceba ukutyala i-2.5 yeebhiliyoni zeeyuan iyonke, kwaye kulindeleke ukuba ifakwe kwimveliso ekupheleni kuka-Agasti ka-2023.
UYang Wendong, usekela mongameli weprojekthi, wazisa ukuba itekhnoloji yebhetri ye-heterojunction yeyona iphambili kwisizukulwana sesithathu se-N-uhlobo lobuchwephesha bebhetri kushishino ngoku.Idibanisa izibonelelo ze-crystalline silicon ibhetri kunye nebhetri yefilimu encinci, kunye nokusebenza okuphezulu, ukuthotywa okuphantsi, ukumelana nobushushu obuphezulu, izinga eliphezulu lamacala amabini iimpawu ezine, indawo yemfuno yemarike yexesha elizayo inkulu.Okwangoku, le projekthi ibandakanyiwe kwiiprojekthi eziphambili zePhondo laseSichuan ngo-2023, kodwa nakwiSixeko saseMeishan ukwakha i-100 yeebhiliyoni zeebhiliyoni ze-silicon photovoltaic iprojekthi yomqolo ongundoqo.
Ngomhla wama-27 kaJanuwari, umsitho osisiseko weprojekthi yebhetri ye-heterojunction ephezulu ye-China Materials yoKwakha yabanjwa kwindawo yoPhuhliso lweZibuko laseJiangyin.Kuxelwa ukuba iprojekthi ityalwe yi-China Building Materials (Jiangyin) Photoelectric Material Technology Co., LTD., I-subsidiary yeQela loKwakha laseChina, kunye notyalo-mali olupheleleyo lwe-5 yezigidigidi ze-yuan.
Phakathi kwenyanga edlulileyo, i-China Power Construction yazisa iziphumo zokuvula ze-26GW photovoltaic mega-tender.Ngenxa yesixa esikhulu se-monomer, kunye ne-silicon, amaxabiso e-silicon chip ehla, indawo yenzuzo yavulwa, ithenda yatsala iibhidi zeenkampani ezingaphezu kwama-40, okungazange kwabonwa ngaphambili.Ngokubhekiselele kwikowuteshini, kukho umkhwa wokwenza ipolarization.Iinkampani eziphambili ngokubanzi zibonelela ngamaxabiso aphezulu, ngelixa iinkampani zesibini - kunye nenqanaba lesithathu zikhuphisana ngamaxabiso aphantsi.Ixabiso eliphakathi (nge-watt nganye) yi-1.67-1.69 yuan kumacandelo ohlobo lwe-P kunye ne-1.75 yuan kumacandelo ohlobo lwe-N.Elona xabiso liphantsi yi-1.48 yuan, elona xabiso liphezulu lingaphezulu kwe-1.8 yuan kuhlobo lwe-P kwaye phantse i-2 yuan kuhlobo lwe-N.
Ngokombono weshishini, isiphumo esiphumeleleyo sesinye esikhulu siya kubonakalisa ulindelo lweshishini.Ngokwexabiso lekhonkco loshishino lwangoku kunye nexabiso loshishino lokubala oluguquguqukayo, umzekelo, umyalelo omkhulu we-China Power Construction uhanjiswa ngokwexabiso eliqhelekileyo lokuwina.Xa kuthelekiswa neendleko zangoku malunga ne-1.3 yuan / w, inzuzo engaphezulu yamacandelo ibaluleke kakhulu.
Ukongeza, ngaphambi komnyhadala kwiprojekthi yokubhida yamva nje, amacandelo e-Dachang avele ngexabiso eliphantsi le-1.6 yuan/watt.Ngokwe "125,000 kW / 500,000 KWH ugcino lwamandla + 500,000 kw indawo ebukekayo kwiprojekthi yentsimi enye" yaseChangji Guodu County, 200,000 kW photovoltaic module procurement yemodyuli iziphumo zopapasho zibonisa ukuba iHuansheng Photovoltaic (Jiangsu) Co., Ltd. of 438337536 yuan, ixabiso leyunithi 1.68 yuan/watt waba umgqatswa bid wokuqala.I-Trina Solar ngumviwa wesibini kwibhidi kunye nexabiso leyunithi ye-1.6 yuan nge-watt nganye.
Ixesha lokuposa: Jan-30-2023