Biragoye kugabanya ibiciro! Igiciro cyo hejuru cya module ya Phodules ni 2.02 Yuan / Watt

Iminsi mike irashize, Cggpc yafunguye isoko kubice byibanze byibice muri 2022, hamwe nigipimo cyose cya 8.8GW (4.4GW Itariki yo gutanga), hamwe nitariki yo gutanga amasoko 4: 20/9- 2022/12/10. Muri bo, bigira ingaruka ku kwiyongera kw'ibiciro byaIbikoresho bya Silicon, impuzandengo yikigereranyo cya 540/545 mu masoko ya mbere na kabiri ni 1.954 yuan / w, hamwe nigiciro cyinshi ni 2.02 Yuan / w. Mbere, ku ya 19 Gicurasi, Ubushinwa Imbaraga za kirimbuzi za kirimbuzi zasohoye umwaka wa 2022ModuleIbikoresho byateganijwe gutanga amasoko yo hagati. Umushinga ugabanijwemo ibice 4 bipiganwa, bikubiyemo ubushobozi bwuzuye bwa 8.8GW.

Ku ya 8 Kamena, ishami ry'inganda za Silicon Inganda ry'Ubushinwa ishyirahamwe ridahwitse inganda ryasohoye igiciro cya nyuma cy'izuba ryimbere mu gihugu. Ugereranije n'icyumweru gishize, ibiciro byibikorwa byubwoko butatu bwibikoresho bya silicon byongeye. Muri bo, impuzandengo y'ibiciro by'ubucuruzi buri gihe ibiryo bya Crystal Roza kugeza 267.400 Yuan / toni, hamwe na 270.000 ya Yuan / toni; Impuzandengo y'ibiciro by'ibirindiro bibiri bya kirimbuzi byazamutse kuri 265.000 Yuan / toni, hamwe na 268.000 ya Yuan / toni; Igiciro cyazamutse kigera kuri 262.300 yuan / toni, kandi hejuru ya 265.000 yuan / toni. Ibi ni nyuma yugushyingo, igiciro cyibikoresho bya siliconi byazamutse kugera ku 27.000 na none, kandi ntabwo ari kure yigiciro cyinshi cya 276.000 Yuan / toni.

Ishami ry'inganda rya Silicon ryerekanye ko muri iki cyumweru, imishinga y'ibikoresho byose bya Silicon yarangije amategeko yabo muri Kamena, ndetse n'ibigo bimwe na bimwe byashyize umukono ku mabwiriza hagati muri Nyakanga. Impamvu ituma igiciro cyibikoresho cya Silicon kikomeje kuzamuka. Ubwa mbere, Silicon Wareefer umusaruro utanga umusaruro no kwaguka kubyara bifite ubushake bukomeye bwo gukomeza igipimo kinini, kandi uko ibintu byihuta byo kugura ibikoresho bya silicon byatumye Polysiliilicon yiyongera gusa; Icya kabiri, icyifuzo cya downstream gikomeje gukomera. Nta sogo nkeya zifata ibyemezo muri kamena muri Gicurasi, bikaviramo kugabanuka kwimiterere ishobora gusinywa muri kamena. Dukurikije amakuru yamenyeshejwe n'ishami ry'inganda rya Silicon inganda, iki cyumweru, igiciro cya M6 Silicon Wafers cyari 5.70-5.74 Yuan / Igice, hamwe n'ibiciro by'ibiciro byatanzwe kuri 5.72; Igiciro cya M10 Silicon Wafers yari 6.76.86 Yuan / Igice, kandi Igicuruzwa cyari igiciro kigereranijwe gikomeza 6.84 Yujun / Igice; Igiciro cya G12 Silicon Wafers ni 8.95-9.15 Yuan / Igice, hamwe nigiciro cyimikorere giteganijwe kuri 9.10.

Na pv infolInk yavuze ko ku isoko ahantu h'isoko aho itangwa ry'ibikoresho bya silicon ritangwa mu buryo buciriritse, igiciro cy'amasezerano y'igihe kirekire hagati y'abakora cyane, ariko biracyagoye kubuza igiciro cya Median gukomeza kuzamuka . Byongeye kandi, "ibikoresho bya silicon biragoye kubibona", no gutanga no gusaba bigoye-kugirango ubone ibikoresho bya silicon byerekana ko ntakintu cyo koroshya. Cyane cyane kubushobozi bushya bwo kwagura neza, igiciro cyibikoresho bya silicon muri Inkomoko yamakuru akomeje kuba kuri premium, biruta igiciro cya 280 yuan kuri kilo. Ntibisanzwe.

Ku ruhande rumwe, igiciro cyiyongera, kurundi ruhande, gahunda iruzuye. Nk'uko imibare y'inganda z'igihugu kuva muri Mutarama kugeza muri Mata yashyizwe ahagaragara n'ubuyobozi bw'ingufu z'igihugu ku ya 17 Gicurasi. Igisekuru cyamashanyarazi cyambere cyashyizwe mubikorwa bishya byashyizweho na 16.88GW, umwaka wiyongera bwa 138%. Muri bo, ubushobozi bushya bwashyizweho muri Mata bwari 3,67gw, mu gihe cyo kwiyongera k'umwaka 110% n'ukwezi kumwe kwiyongera k'amezi 56%. Uburayi bwatumijwe mu mahanga 16.7GW mu bicuruzwa bya module yo mu Bushinwa muri Q1, ugereranije na 6.8GW muri icyo gihe kimwe umwaka ushize, mu gihe cy'umwaka kwiyongera k'umwaka 145%; Ubuhinde bwatumijwe mu mahanga hafi 10GW mu modoka ya Phovovouc muri Q1, ubwiyongere bwa 210% umwaka-ku mwaka, ndetse n'agaciro ku mahanga byiyongereyeho 374% umwaka w'imyaka 34%; Kandi Amerika kandi yatangaje gusonerwa ibihugu bine byo mu majyepfo y'uburasirazuba bwa Aziya imyaka ine yo mu majyepfo y'imyaka ibiri yatumijwe kuri modules ya PhotoVoltaic, inzira ya Photovelultaic yishimira inyungu nyinshi.

Ku bijyanye n'umurwa mukuru, kuva mu mpera za Mata, umurenge wa Photovelultaic wakomeje gushimangira, na PhotoVoltaic ETF (515790) yasubije 40% uhereye hasi. Kugeza hafi ku ya 7 Kamena, Agaciro kwose k'umurenge wa PhotoVoltaic na 2,839.5 Yuan. Mu kwezi gushize, hamwe nububiko 22 bwa soctovoltaic bamaze kunyuzwa namakuru yo mumajyaruguru. Ukurikije kubara neza igiciro cyo gucuruza impuzandengo mu ntara na Tbea babonye kugura inkere ya miliyari zirenga 1 . Impapuro z'iburengerazuba zizera ko kuva 2022, imishinga y'ipiganwa ry'ipiganwa rya module yaturikiye, kandi igipimo muri Mutarama, Werurwe, na Mata byose barenze 20GW. Kuva muri Mutarama kugeza kuri 20 Mata kugeza Mata 2022, imibumbe y'imishinga y'amafoto yari 82.32l, ubwiyongere bw'umwaka ku ya 247.92%. Byongeye kandi, ubuyobozi bwingufu bwigihugu bubuza grid ya Photovoltaic izagera 108GW mumyaka 22, kandi imishinga iriho iri kuba yubatswe izagera kuri 121GW. Dufashe ko igiciro cyibigize igice cya kabiri cyumwaka kiracyari hejuru, kikaba kigereranywa nuko ubushobozi bwo murugo buzagera kuri 80-90GW, kandi ibicuruzwa byo murugo birakomeye. Icyifuzo cya soctovoltaic kwisi yose kirakomeye kuburyo nta byiringiro byo kugabanya igiciro cya module ya Phodules mugihe gito.


Igihe cyohereza: Jun-15-2022