Cov nqi roj teeb tau raug txiav tsis ntev los no

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Lub ntiaj teb no yog tag nrho rau profit;lub ntiaj teb yog bustling, tag nrho rau profit. "

Ntawm ib sab, lub hnub ci zog yog inexhaustible.Ntawm qhov tod tes, lub hnub ci zog tsim txheej txheem yog ib puag ncig tus phooj ywg thiab tsis muaj kuab paug.Yog li, photovoltaic fais fab tuag yog ib txoj hauv kev zoo tshaj plaws ntawm kev tsim hluav taws xob yav tom ntej.

Txhua hom kev tsim hluav taws xob txoj hauv kev los ntsuas lossis txawm tias dhau los ua qhov tseem ceeb, yuav tsum tau txuas nrog Is Taws Nem.

Txawm li cas los xij, cov chaw nres tsheb fais fab yuav tsis ua lag luam poob, kev tsim hluav taws xob photovoltaic tsis tuaj yeem tso siab rau tsoomfwv cov nyiaj pab rau "Internet", txo lawv tus kheej cov nqi yog qhov tseem ceeb.

Thaum Lub Kaum Ib Hlis 30, Longji shares tau kho cov lus hais ntawm monocrystalline silicon wafer, thiab tus nqi ntawm txhua qhov loj ntawm silicon wafer poob los ntawm 0.41 yuan rau ~ 0.67 yuan / ntsiav tshuaj, nqis los ntawm 7.2% mus rau 9.8%.

Thaum Lub Kaum Ob Hlis 2, Central shares tshaj tawm tias tus nqi silicon wafer raug txiav tag nrho,

Tus nqi ntawm txhua qhov me me silicon wafer raug txo los ntawm 0.52 yuan rau 0.72 yuan / thooj, lossis 6.04% rau 12.48%.

Tus nqi txo ntawm silicon wafer tau ua rau muaj kev sib tham tshiab ntawm photovoltaic logic.Flying Whale nyob ntawm no los txhim kho cov kev lag luam photovoltaic thiab cov lag luam muaj feem xyuam, thiab nrhiav cov kev taw qhia yav tom ntej thiab cov laj thawj ntawm photovoltaic rau koj.

Photovoltaic, uas yog, photoraw volt.Photovoltaic fais fab tiam yog hais txog ib txoj kev tshiab ntawm lub zog tsim los hloov lub hnub ci zog rau hauv hluav taws xob.Lub ntsiab tseem ceeb ntawm lub tshuab no yog lub hnub ci hlwb.Hnub ci hlwb tsim ib thaj tsam loj ntawm cov hnub ci cell modules, thiab thaum kawg koom tes nrog lub hwj chim tswj los tsim cov khoom siv hluav taws xob photovoltaic.

Upstream ntawm photovoltaic kev lag luam saw yog cov khoom siv silicon wafer manufacturers.

Crystal silicon, amorphous silicon, GaAs, InP, thiab lwm yam, tuaj yeem siv los ua cov khoom siv hnub ci hnub ci.

Crystal silicon photovoltaic fais fab tuag yog tam sim no txoj kev loj tshaj plaws ntawm lub hnub ci tsim hluav taws xob, siv lead ua silicon suav nrog polysilicon thiab monocrystalline silicon.Monocrystalline silicon roj teeb conversion efficiency thiab stability, tab sis tus nqi siab;polysilicon roj teeb tus nqi qis, tab sis kev hloov pauv tsis zoo.

Nrog kev txhim kho txuas ntxiv ntawm monocrystalline silicon thev naus laus zis, kev lag luam sib koom ntawm monocrystalline silicon tau tshaj 90% hauv xyoo 2020, paub txog kev hloov pauv ntxiv ntawm polysilicon hauv silicon wafer ua lag luam.

Lub polysilicon kev lag luam concentration degree siab, nrog rau cov tuam txhab ua lag luam suav nrog GCL-Poly, Tongwei Yongxiang, Xintai Zog, Xinjiang Daquan thiab Oriental Hope.Lub monocrystalline silicon kev lag luam nthuav tawm cov qauv kev sib tw oligarchy, thiab cov lag luam ua lag luam yog Longji Shares thiab Zhonghuan Shares. .

Qhov nruab nrab ncav cuag ntawm photovoltaic kev lag luam saw feem ntau yog hnub ci hlwb thiab photovoltaic module manufacturers.

Cov cell photovoltaic feem ntau muab faib ua crystalline silicon cells thiab nyias-film cells.Thin-film cells yog lub cim thib ob ntawm lub hnub ci, nrog cov khoom siv tsawg thiab cov nqi qis, tab sis tam sim no tseem muaj qhov sib txawv loj nrog thawj tiam ntawm crystalline silicon hnub ci. cell nyob rau hauv cov nqe lus ntawm conversion efficiency.

Crystal silicon hlwb yog cov tam sim no lub ntsiab photovoltaic hlwb, thiab nyias-film hlwb ua ib qho tseem ceeb ntxiv rau photovoltaic hlwb.

Nyob rau hauv 2019, nyob rau hauv lub ntiaj teb no hnub ci cell ntau lawm muaj pes tsawg leeg, crystalline silicon hlwb accounted rau 95.37%, thiab nyias-film hlwb accounted rau 4.63%.

Ntawm cov roj teeb nyias nyias, qhov kev hloov pauv ntawm CIGS nyias zaj duab xis roj teeb tau txhim kho sai hauv xyoo tas los no.Tuam Tshoj cov lag luam koom nrog CIGS nyias zaj duab xis roj teeb suav nrog Hanergy, Tuam Tshoj Cov Khoom Siv Hauv Tsev Kaisheng Technology, Shenhua thiab Jinjiang Group.

Piv nrog rau cov dej ntws, cov qauv kev lag luam photovoltaic ntawm tes sib tw yog qhov sib txawv.In 2019, tsib lub nroog saum toj kawg nkaus hauv kev lag luam tag nrho suav txog 27.4%, cov uas Tongwei shares muaj kev lag luam thoob ntiaj teb sib koom ntawm 10.1%, ua rau lub ntiaj teb loj tshaj plaws photovoltaic. cell manufacturers.

Photovoltaic module ua tus thawj coj muaj Jinko, JA thiab Longji shares.Nyob rau hauv xyoo tas los no, kev lag luam sib koom ntawm photovoltaic modules tau nrawm rau cov tuam txhab ua lag luam, thiab cov khoom lag luam thiab cov nqi sib koom ua ke yog qhov tseem ceeb.

Los ntawm 2011 txog 2020, lub tshiab photovoltaic ntsia muaj peev xwm nyob rau hauv Tuam Tshoj thiab lub ntiaj teb no txuas ntxiv mus.Nws cia siab tias lub ntiaj teb tshiab photovoltaic ntsia muaj peev xwm yuav ncav cuag 300GW nyob rau hauv 2025. Tuam Tshoj tus tshiab photovoltaic ntsia muaj peev xwm yuav suav rau 35% ntawm lub ntiaj teb no feem, nrog ib tug compound txhua xyoo kev loj hlob tus nqi qis dua lub ntiaj teb no nruab nrab.

Bloomberg (Bloomberg) tau tshaj tawm tias cov nqi rau hnub ci vaj huam sib luag tau pib poob rau xyoo no, thaum Tuam Tshoj tau tso tseg txog 20 megawatts ntawm lub hnub ci hauv tsev lub hlis no.

Qhov tshwm sim yog thoob ntiaj teb overstocking, thiab cov nqi tam sim no poob sai dua.

Tuam Tshoj, lub ntiaj teb kev lag luam hnub ci loj tshaj plaws, tau tso tseg cov haujlwm tshiab nrog lub zog muaj peev xwm sib npaug rau 20 lub chaw tsim hluav taws xob nuclear.

Qhov no yog tus neeg yuav khoom lag luam vim muaj kev lag luam thoob ntiaj teb ntawm cov hnub ci vaj huam sib luag, thaum cov neeg tsim khoom hauv lwm lub teb chaws tau ncua kev yuav khoom, tos cov nqi qis.

Tus nqi nruab nrab ntawm polysilicon modules tau poob 4.79% txij li lub Tsib Hlis 30, poob rau hnub Wednesday rau cov ntaub ntawv qis ntawm 27.8 xees ib watt, raws li PVInsights.

Nws yuav yog qhov poob qis tshaj plaws txhua hli txij li lub Kaum Ob Hlis 2016, lub sijhawm kawg ntawm kev lag luam tau ntsib kev lag luam thoob ntiaj teb.

Tuam Tshoj tsim 70% ntawm lub ntiaj teb lub hnub ci modules.


Post lub sij hawm: Dec-20-2021