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 ingenise i-16.7GW yeemveliso zemodyuli zaseTshayina kwi-Q1, xa kuthelekiswa ne-6.8GW ngexesha elifanayo kunyaka ophelileyo, ukunyuka konyaka-ngonyaka kwe-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