Kuthamanga Pakutseka Kwa Mphamvu Zachikale, Mitengo Yamagawo Ikadali Yotsika

Mitengo ya module ya sabata ino imakhalabe yosasinthika. Malo opangira magetsi okwera pansi P-mtundu wa monocrystalline 182 bifacial modules amagulidwa pa 0.76 RMB/W, P-mtundu wa monocrystalline 210 bifacial pa 0.77 RMB/W, TOPCon 182 bifacial pa 0.80 RMB/W, ndi TOPCon 210 bifacial RMB pa 081. .

Zosintha Zamphamvu

Bungwe la National Energy Administration posachedwapa latsindika kufunika kotsogolera mwanzeru ntchito yomanga ndi kutulutsa mphamvu ya photovoltaic kumtunda kuti tipewe kumangidwa mobwerezabwereza kwa mphamvu zotsika. Kuonjezera apo, malamulo atsopano a Unduna wa Zamakampani ndi Information Technology okhudza kusintha mphamvu awonjezera mphamvu pa kuchuluka kwa magalasi. Ndi kulimbikitsa kupitiriza kwa ndondomeko za mbali zogulitsira, mphamvu zowonjezereka zikuyembekezeka kutsekedwa, kufulumizitsa njira yochotsera msika.

Kukula kwa Biding

Pa June 20, Shandong Electric Power Engineering Consulting Institute Co., Ltd., wocheperapo wa State Power Investment Corporation, adatsegula zotsatsa za 2024 pachaka cha photovoltaic module framework, ndi sikelo yokwana 1GW ndi mtengo wapakati wa N-mtundu wa 0.81 RMB/W.

Mitengo Yamitengo

Pakali pano, palibe zizindikiro za kufunikira kwabwino. Ndi kuchuluka kwazinthu, msika ukuyembekezeka kupitiliza kuyenda mofooka, ndipo mitengo ya module idakali ndi kuthekera kotsika.

Silicon / Ingots / Wafers / Maselo Market

Mitengo ya Silicon

Sabata ino, mitengo ya silicon yatsika. Mtengo wapakati wa kudyanso kwa monocrystalline ndi 37,300 RMB/ton, monocrystalline wandiweyani zinthu ndi 35,700 RMB/tani, monocrystalline kolifulawa zinthu ndi 32,000 RMB/tani, N-mtundu wa zinthu ndi 39,500 RMB/tani, ndi N-mtundu granular silikoni ndi 35,300 RMB/tani.

Kupereka ndi Kufuna

Zambiri kuchokera ku Silicon Industry Association zikuwonetsa kuti ndi kutulutsidwa kwa mphamvu zatsopano, dongosolo lopanga la June likadali pafupifupi matani 150,000. Ndi kuyimitsidwa kosalekeza pakukonza, kukakamiza kwamitengo pamabizinesi kwatsika pang'ono. Komabe, msika udachulukirabe, ndipo mitengo ya silicon sinatsikebe.

Mitengo ya Wafer

Sabata ino, mitengo yopyapyala imakhalabe yosasinthika. Mtengo wapakati wa P-mtundu wa monocrystalline 182 wafers ndi 1.13 RMB / chidutswa; P-mtundu wa monocrystalline 210 wafers ndi 1.72 RMB / chidutswa; N-mtundu 182 yopyapyala ndi 1.05 RMB/chidutswa, N-mtundu 210 yopyapyala ndi 1.62 RMB/chidutswa, ndi N-mtundu 210R zopyapyala ndi 1.42 RMB/chidutswa.

Kupereka ndi Kufuna

Zambiri kuchokera ku Silicon Industry Association zikuwonetsa kuti zomwe zanenedweratu mu June zasinthidwa mpaka 53GW, mabizinesi apadera akuyandikira kupanga kwathunthu. Mitengo ya Wafer ikuyembekezeka kukhazikika chifukwa idatsika.

Mitengo Yamafoni

Sabata ino, mitengo yama cell yatsika. Pafupifupi mtengo wa P-mtundu monocrystalline 182 maselo ndi 0.31 RMB/W, P-mtundu monocrystalline 210 maselo ndi 0.32 RMB/W, N-mtundu TOPCon monocrystalline 182 maselo ndi 0.30 RMB/W, N-mtundu TOPCon monocrystalline 210 maselo ndi 0.32 RMB/W, ndi N-mtundu TOPCon monocrystalline 210R maselo ndi 0.32 RMB/W.

Supply Outlook

Kupanga ma cell mu June kukuyembekezeka kukhala 53GW. Chifukwa cha kusowa kwaulesi, mabizinesi akupitilizabe kuchepetsa kupanga, ndipo ma cell akadali pagawo la kusonkhanitsa zinthu. Pakanthawi kochepa, mitengo ikuyembekezeka kukhala yokhazikika.