Kwiintsuku ezimbalwa ezidlulileyo, i-CGNPC ivule ibhidi yokuthengwa kwezinto kwindawo enye ngo-2022, kunye nesikali esipheleleyo se-8.8GW (ithenda ye-4.4GW + 4.4GW egciniweyo), kunye nomhla ocwangcisiweyo wokunikezelwa kweethenda ezi-4: 2022/6/30- 2022/12/10. Phakathi kwabo, abachatshazelwa kukunyuka kwexabisoizinto ze-silicon, ixabiso eliqhelekileyo leemodyuli ze-540/545 kwi-bifacial yokuqala kunye neyesibini yi-1.954 yuan / W, kwaye ixabiso eliphezulu li-2.02 yuan / W. Ngaphambili, nge-19 kaMeyi, i-China General Nuclear Power yakhupha i-2022 yonyakaimodyuli ye-photovoltaicisakhelo sezixhobo sibekwe embindini isibhengezo sebhidi yokuthengwa kwempahla. Le projekthi yahlulwe yangamacandelo ama-4 eebhidi, equka umthamo ogciniweyo we-8.8GW.
Ngomhla wesi-8 kuJuni, iSebe leShishini leSilicon laseChina i-Nonferrous Metals Industry Association likhuphe ixabiso lentengiselwano yamva nje yepolysilicon yasekhaya yelanga. Xa kuthelekiswa neveki ephelileyo, amaxabiso entengiselwano eentlobo ezintathu zezinto ze-silicon avuka kwakhona. Phakathi kwabo, ixabiso eliqhelekileyo lokuthengiselana lokutya okuhlanganisiweyo kwe-crystal enye yenyuka ukuya kwi-267,400 yuan / ton, kunye nobuninzi be-270,000 yuan / ton; ixabiso eliqhelekileyo le-crystal enye yezinto ezixineneyo zenyuka zaya kwi-265,000 yuan / ton, kunye nobuninzi be-268,000 yuan / ton; Ixabiso lenyuka laya kwi-262,300 yuan / ton, kwaye elona liphezulu laliyi-265,000 yuan / ton. Oku kusemva koNovemba wokugqibela, ixabiso lezinto ze-silicon liye laphakama ngaphezu kwe-270,000 yuan kwakhona, kwaye alikho kude nexabiso eliphezulu le-276,000 yuan / ton.
Isebe lomzi mveliso we-silicon libonise ukuba kule veki, onke amashishini e-silicon agqibe iiodolo zawo ngoJuni, kwaye amanye amashishini asayine iiodolo phakathi kuJulayi. Isizathu sokuba ixabiso lezinto ze-silicon liqhubeka nokunyuka. Okokuqala, amashishini okuvelisa i-silicon wafer kunye namashishini okwandisa anokuzimisela okuqinileyo ukugcina izinga eliphezulu lokusebenza, kwaye imeko yangoku yokukhawuleza ukuthenga izinto ze-silicon zenze ukuba imfuno yepolysilicon yanda kuphela; okwesibini, imfuno ephantsi yomlambo iyaqhubeka ibe namandla. Azikho iinkampani ezimbalwa ezigqithise ii-odolo ngoJuni ngoMeyi, okukhokelela ekunciphiseni okukhulu kwibhalansi enokuthi isayinwe ngoJuni. Ngokutsho kwedatha evezwe yiSilicon Industry Branch, kule veki, ixabiso lexabiso le-M6 silicon wafers laliyi-5.70-5.74 yuan / piece, kwaye ixabiso lokuthengiselana eliqhelekileyo lahlala kwi-5.72 yuan / piece; uluhlu lwexabiso le-M10 i-silicon wafers yayiyi-6.76-6.86 yuan / iqhekeza, kwaye ukuthengiselana kwakuye Ixabiso eliqhelekileyo ligcinwa kwi-6.84 yuan / iqhekeza; uluhlu lwexabiso le-G12 i-silicon wafers yi-8.95-9.15 yuan / iqhekeza, kwaye ixabiso eliqhelekileyo lokuthengiselana ligcinwa kwi-9.10 yuan / iqhekeza.
kunye nePV InfoI-inki ithe kwimo yemarike apho unikezelo lwezixhobo zesilicon lunqongopheleyo, ixabiso leodolo phantsi kwezivumelwano zexesha elide phakathi kwabavelisi abakhulu linokuba nesaphulelo esincinci, kodwa kusenzima ukunqanda ixabiso eliphakathi ukuba lingaqhubeki nokunyuka. . Ngaphezu koko, "izinto ze-silicon zinzima ukuzifumana", kwaye imeko yokubonelela kunye nemfuno yezinto ezinzima-ukufumana izinto ze-silicon azibonisi zimpawu zokunciphisa. Ngokukodwa ukwandiswa komthamo omtsha kwinkqubo yokutsalwa kwekristale, ixabiso lezinto zesilicon kwimvelaphi yaphesheya kolwandle liyaqhubeka nokuba liphezulu, elingaphezulu kwexabiso le-280 yuan ngekhilogram. Ayiqhelekanga.
Ngakolunye uhlangothi, ukunyuka kwexabiso, ngakolunye uhlangothi, umyalelo ugcwele. Ngokwezibalo zoshishino lwamandla kazwelonke ukususela ngoJanuwari ukuya ku-Epreli okhutshwe yi-National Energy Administration ngoMeyi 17. Ukuveliswa kwamandla e-Photovoltaic kubekwe kwindawo yokuqala kwindawo entsha efakwe kwi-16.88GW, ukunyuka konyaka-ngonyaka kwe-138%. Phakathi kwabo, umthamo osanda kufakwa ngo-Epreli wawuyi-3.67GW, ukunyuka konyaka-ngonyaka kwe-110% kunye nokunyuka kwenyanga-ngenyanga kwe-56%. IYurophu ingenisa i-16.7GW yeemveliso zemodyuli zaseTshayina kwi-Q1, xa kuthelekiswa ne-6.8GW ngexesha elifanayo kunyaka odlulileyo, ukunyuka konyaka-ngonyaka we-145%; I-Indiya ingenisa malunga ne-10GW yeemodyuli ze-photovoltaic kwi-Q1, ukwanda kwe-210% ngonyaka, kwaye ixabiso lokungenisa linyuke nge-374% ngonyaka; kunye ne-United States iphinde ivakalise ukukhululwa kumazwe amane ase-Asia-mpuma ye-Asia Iminyaka emibini yeerhafu zokungenisa kwiimodyuli ze-photovoltaic, i-photovoltaic track iyamkela izibonelelo ezininzi.
Ngokubhekiselele kwi-capital, ukususela ekupheleni kuka-Epreli, icandelo le-photovoltaic liye laqhubeka liqina, kwaye i-photovoltaic ETF (515790) iphinde ibuyele ngaphezu kwe-40% ukusuka ezantsi. Ukususela ekupheleni kwe-7 kaJuni, ixabiso lemarike yecandelo le-photovoltaic liphelele kwi-2,839.5 yebhiliyoni ye-yuan. Kwinyanga edlulileyo, inani le-22 ye-photovoltaic stocks ziye zathengwa ngemali yaseNorthbound. Ngokusekwe kubalo olurhabaxa lwexabiso lentengiselwano ephakathi kuluhlu, i-LONGi Green Energy kunye ne-TBEA zifumene ukuthengwa kwe-yuan engaphezulu kwebhiliyoni e-1 evela kwiimali zeBeishang, kwaye izabelo zikaTongwei kunye neMaiwei zifumene ukuthengwa okungaphezulu kwezigidi ezingama-500 zeeyuan kwiimali zeBeishang. . I-Western Securities ikholelwa ukuba ukususela ngo-2022, umthamo weeprojekthi zokubhida iimodyuli uqhushumbe, kwaye isikali ngoJanuwari, ngoMatshi, nango-Epreli zonke zidlule i-20GW. Ukususela ngoJanuwari ukuya ku-Epreli ka-2022, umthamo webhidi eyongezelelweyo yeeprojekthi ze-photovoltaic yayiyi-82.32l, ukunyuka konyaka-ngonyaka ngama-247.92%. Ukongezelela, uLawulo lweSizwe lwaMandla luqikelela ukuba igridi ye-photovoltaic esanda kufakwa iya kufikelela kwi-108GW kwiminyaka eyi-22, kwaye iiprojekthi zangoku ezisakhiwayo ziya kufikelela kwi-121GW. Ukucinga ukuba ixabiso lamacandelo kwisiqingatha sesibini sonyaka lisephezulu, kuqikelelwa ngokukhuselekileyo ukuba amandla afakwe ekhaya aya kufikelela kwi-80-90GW, kwaye imfuno yemarike yasekhaya inamandla. Imfuno ye-photovoltaic yehlabathi yomelele kangangokuba akukho themba lokunciphisa ixabiso leemodyuli ze-photovoltaic kwixesha elifutshane.
Ixesha lokuposa: Jun-15-2022