Kwihuta muguhagarika ubushobozi bwashaje, Ibiciro byamasomo Biracyafite ubushobozi bwo hasi

Icyumweru cya module ibiciro ntigihinduka. Sitasiyo yumuriro wubutaka P ubwoko bwa monocrystalline 182 modules ebyiri igurwa igiciro cya 0,76 RMB / W, P-monocrystalline 210 bifacial kuri 0.77 RMB / W, TOPCon 182 bifacial kuri 0.80 RMB / W, na TOPCon 210 bifacial kuri 0.81 RMB / W .

Kuvugurura ubushobozi

Ikigo cy’igihugu gishinzwe ingufu giherutse gushimangira ko ari ngombwa kuyobora mu buryo bushyize mu gaciro kubaka no kurekura ubushobozi bwo gufotora hejuru y’amashanyarazi kugira ngo hirindwe ko hubakwa ubushobozi buke buke. Byongeye kandi, amabwiriza mashya ya Minisiteri y’inganda n’ikoranabuhanga mu itumanaho yerekeranye no gusimbuza ubushobozi yakajije umurego ku bushobozi bw’ibirahure. Hamwe nogukomeza gushimangira politiki yo gutanga amasoko, biteganijwe ko ubushobozi bwashaje buzahagarikwa, byihutisha inzira yo gukuraho isoko.

Iterambere ry'ipiganwa

Ku ya 20 Kamena, ishami rya Shandong Electric Power Engineering Consulting Institute Co., Ltd., ishami ry’ikigo cya Leta gishinzwe ishoramari ry’amashanyarazi, ryafunguye amasoko yo gutanga amasoko ngarukamwaka ya 2024 yo gutanga amasoko y’amafoto, afite igipimo cya 1GW hamwe n’ikigereranyo cyo mu bwoko bwa N. 0.81 Amafaranga / W.

Ibiciro

Kugeza ubu, nta kimenyetso cyerekana iterambere risabwa. Hamwe no kwiyongera kubarura, isoko riteganijwe gukomeza gukora nabi, kandi ibiciro bya module biracyafite ubushobozi bwo kumanuka.

Silicon / Ingots / Wafers / Isoko ry'utugari

Ibiciro bya Silicon

Muri iki cyumweru, ibiciro bya silicon byagabanutse. Ikigereranyo cyo kongera kugaburira monocrystalline ni 37.300 / toni, ibikoresho byuzuye bya monocrystalline ni 35.700 Amafaranga / ton.

Gutanga no gusaba

Amakuru aturuka mu ishyirahamwe ry’inganda Silicon yerekana ko hamwe n’isohoka ry’ubushobozi bushya, gahunda y’umusaruro muri Kamena ikomeza kuba toni 150.000. Hamwe no guhagarika ibikorwa byo kubungabunga, igitutu cyibiciro ku mishinga cyaragabanutse mu buryo runaka. Nyamara, isoko riracyari ryinshi, kandi ibiciro bya silikoni ntibiramanuka.

Ibiciro bya Wafer

Muri iki cyumweru, ibiciro bya wafer ntibigihinduka. Impuzandengo yikigereranyo cya P-monocrystalline 182 wafer ni 1.13 Amafaranga / igice; P-ubwoko bwa monocrystalline 210 wafer ni 1.72 Amafaranga / igice; N-ubwoko bwa 182 wafer ni 1.05 Amafaranga / igice, N-ubwoko bwa 210 ni 1.62 amafaranga / igice, na N-210R waferi ni 1.42 Amafaranga / igice.

Gutanga no gusaba

Imibare yatanzwe n’ishyirahamwe ry’inganda za Silicon yerekana ko iteganyagihe ry’umusaruro wafer muri Kamena ryahinduwe kugeza kuri 53GW, hamwe n’inganda zihariye ziri hafi kubyara umusaruro wuzuye. Ibiciro bya Wafer byitezwe ko bihagaze neza kuko byanze bikunze.

Ibiciro by'Akagari

Muri iki cyumweru, ibiciro by'utugari byagabanutse. Impuzandengo yikigereranyo cyubwoko bwa P-monocrystalline 182 ni 0.31 RMB / W, P-monocrystalline selile 210 ni 0.32 RMB / W, N-ubwoko bwa TOPCon monocrystalline selile 182 ni 0.30 RMB / W, N-Ubwoko bwa TOPCon monocrystalline 210 ni 0.32 Amafaranga / W, na N ubwoko bwa TOPCon monocrystalline selile 210R ni 0.32 Amafaranga / W.

Tanga Outlook

Umusaruro w'akagari muri Kamena biteganijwe ko uzaba 53GW. Bitewe nubushake buke, ibigo bikomeje kugabanya umusaruro, kandi selile ziracyari murwego rwo kwegeranya ibicuruzwa. Mu gihe gito, ibiciro biteganijwe ko bizakomeza guhagarara neza.