Kuzungulira kwamakampani a photovoltaic akutha, ndipo mabatire amtundu wa N akupanga kubwereza kwaukadaulo

Unduna wa Zachilendo: Zovomerezeka za photovoltaic za China zimakhala zoyamba padziko lonse lapansi: Wang Wenbin adanena kuti chitetezo chaluntha ndi chithandizo chofunikira pa chitukuko chatsopano.Mothandizidwa ndi ukadaulo wapatent, China yapitiliza kupititsa patsogolo luso laufulu wazinthu zaluntha ndikufulumizitsa kutulutsa mphamvu zatsopano.Pakadali pano, China ili ndi ma patent padziko lonse lapansi 126,400 pama cell a solar, omwe ali oyamba padziko lonse lapansi.Makampani 10 apamwamba kwambiri pakugulitsa magalimoto atsopano ku China ali ndi ma patent ovomerezeka opitilira 100,000 padziko lonse lapansi, omwe akutsogolera makampani obiriwira komanso otsika mpweya komanso kuthandiza kuti chuma padziko lonse chikhale bwino.

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Kumwera chakum'mawa kwa Asia kuli ndi kuthekera kwakukulu kopanga ma photovoltaic, ndi mphamvu yopanga ma module yomwe ikufika ku 150GW mu 2023: Posachedwapa, "ASEAN Briefing" inanena kuti pofika 2030, Southeast Asia ili ndi kuthekera kopanga 125-150GW ya mphamvu ya photovoltaic module.Derali limayang'anira kale 2-3% ya mphamvu yapadziko lonse lapansi ya polysilicon ndi zopindika, ndi 9-10% ya gawo lapadziko lonse lapansi komanso mphamvu yopanga ma cell.Zopanga zambiri zimakhazikika ku Laos, Malaysia, Vietnam, Cambodia ndi Thailand.

Ndondomeko yatsopano ya Shandong ndiyabwino kwa ma photovoltaics akunyanja: Pa Januware 2, 2024, Boma la Shandong Provincial People's Boma lidapereka mndandanda wa mfundo za 2024 (gulu loyamba) la "kulimbikitsa kuphatikiza ndi kukonza zachuma, kufulumizitsa zobiriwira, zotsika kaboni komanso chitukuko chapamwamba".Ndondomekoyi ikufuna kukhathamiritsa kusungidwa kwa photovoltaic kunyanja.Mapulojekiti a photovoltaic akunyanja omwe amamalizidwa ndikulumikizidwa ku gridi kumapeto kwa 2025 samasulidwa pakukonzekera malo osungira mphamvu;amene anamaliza ndi olumikizidwa ku gululi pambuyo 2025, mfundo, okonzeka ndi malo yosungirako mphamvu pa chiŵerengero cha zosachepera 20% ndi 2 maola, ndipo angagwiritse ntchito kugawa Kumanga yosungirako mphamvu, latsopano kapena kubwereketsa palokha yosungirako mphamvu, haidrojeni. kupanga, etc. Pakati pawo, kumene anamanga palokha odziyimira pawokha yosungirako mphamvu zimene zikugwirizana ndi mikhalidwe akhoza kuika patsogolo mu laibulale ya pulojekiti yatsopano yosungiramo mphamvu yachigawo.Nthawi yomweyo, mapulojekiti amagetsi amphepo zam'mphepete mwa nyanja omwe amamalizidwa ndikulumikizidwa ku gridi kumapeto kwa 2023 saloledwa kumanga kapena kubwereketsa malo osungirako mphamvu.

Mitengo ya module: Malingana ndi deta ya InfoLink, mtengo wapakati wa 182mm single sided PERC modules sabata ino unali 0.93 yuan / W, kutsika 2.1% kuchokera sabata yatha;mtengo wapakati wa 182mm ma module awiri a PERC anali 0.95 yuan/W, kutsika ndi 2.1% kuchokera sabata yatha.TOPCon mtengo wagawo ndi 1.00 yuan/W, kutsika ndi 2% kuchokera sabata yatha.Kukonzekera kwa module mu Januwale kunali kwaulesi poyerekeza ndi zakale, ndipo magawo oyamba ndi achiwiri a ma modules amakhala ndi chizolowezi chochepetsa kupanga.Zopanga zapakhomo zikuyenera kukhala pafupifupi 40-41GW, zomwe ndizotsika ndi 14% kuposa zomwe zatulutsidwa mu Disembala pafupifupi 47-48GW.Maoda a February sanadziwikebe, koma pali masiku ochepa mu February ndipo mafakitale ambiri ali ndi tchuthi chosadziwika cha Chikondwerero cha Spring.Zikuyembekezeka kuti nthawi zopanga zizikhalabe zotsika.

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Pakalipano, kuchuluka kwa makampani akuwonjezeka pang'onopang'ono, mpikisano wa mpikisano wayamba kukonzedwa, mtengo wamakampani ogulitsa mafakitale uli pafupi ndi pansi, ndipo mtengo wamalonda wamakampani otsogola watulukira.Ndibwino kuti timvetsere mwayi wopeza ndalama zamakampani otsogola pambuyo poti makampani achotsedwa ndipo chiwonetsero chantchito cha gawo loyamba la chaka chamawa chikulengezedwa ndipo nkhani zoyipa zikukwaniritsidwa.

Masheya omwe ali pamwambawa amangogwiritsidwa ntchito ngati zophunzitsira ndipo sapanga upangiri wa ndalama.Ndi zongonena ndi kuphunzira.

Gwero lolozera: Shanxi Securities Solar Energy Viwanda Weekly Report pa Januware 8, 2024: Ma Patent aku China a photovoltaic amakhala oyamba padziko lonse lapansi, ndipo mitengo yapakatikati ndi yapakati pamakina ogulitsa ndi yathyathyathya.

Mawu apadera: Zomwe zili m'nkhaniyi ndizongongogwiritsa ntchito komanso sizikupanga upangiri wandalama.Otsatsa malonda amagwira ntchito molingana ndi chiopsezo chawo.