Masiku angapo apitawo, CGNPC idatsegula mwayi wogula zinthu zapakati mu 2022, ndi kuchuluka kwa 8.8GW (4.4GW tender + 4.4GW reserve), komanso tsiku lokonzekera la ma tender 4: 2022/6/30- 2022/12/10.Mwa iwo, okhudzidwa ndi kuwonjezeka kwa mtengo wasilicon zipangizo, mtengo wapakati wa 540/545 bifacial modules m'mabidi oyambirira ndi achiwiri ndi 1.954 yuan/W, ndipo mtengo wapamwamba kwambiri ndi 2.02 yuan/W.M'mbuyomu, pa Meyi 19, China General Nuclear Power idatulutsa chaka cha 2022Photovoltaic modulezida chimango centralized zogula kulengeza.Pulojekitiyi yagawidwa m'magawo 4 opangira mabizinesi, omwe ali ndi mphamvu zokwana 8.8GW.
Pa Juni 8, nthambi ya Silicon Viwanda ya China Nonferrous Metals Industry Association idatulutsa mtengo waposachedwa wa polysilicon yapanyumba ya solar-grade.Poyerekeza ndi sabata yatha, mitengo yogulitsira yamitundu itatu ya zida za silicon idakweranso.Pakati pawo, mtengo wamtengo wapatali wa chakudya chamtundu umodzi wa kristalo unakwera kufika pa 267,400 yuan / tani, ndi kuchuluka kwa 270,000 yuan / tani;mtengo wapakati wa chinthu chowunda cha kristalo udakwera kufika pa 265,000 yuan/tani, ndi kuchuluka kwa 268,000 yuan/tani;Mtengo unakwera kufika pa 262,300 yuan/tani, ndipo wapamwamba kwambiri anali 265,000 yuan/tani.Izi ndi pambuyo pa Novembala watha, mtengo wa silicon wakweranso kupitilira 270,000 yuan, ndipo suli patali ndi mtengo wapamwamba kwambiri wa 276,000 yuan / ton.
Nthambi yamakampani a silicon inanena kuti sabata ino, mabizinesi onse a silicon amaliza kuyitanitsa mu June, ndipo ngakhale mabizinesi ena asayina maoda mkati mwa Julayi.Chifukwa chomwe mtengo wazinthu za silicon ukupitilira kukwera.Choyamba, mabizinesi opangira silicon wafer ndi mabizinesi akukulitsa ali ndi kufunitsitsa kwamphamvu kuti asunge kuchuluka kwa magwiridwe antchito, ndipo momwe zinthu zilili pano akuthamangira kugula zida za silicon zachititsa kuti kufunikira kwa polysilicon ingowonjezeka;chachiwiri, kufunikira kwapansi pamtsinje kukupitirizabe kukhala kolimba.Palibe makampani ochepa omwe adalembetsa mopitilira muyeso mu Juni mu Meyi, zomwe zidapangitsa kutsika kwakukulu kwa ndalama zomwe zitha kusainidwa mu June.Malinga ndi zomwe zafotokozedwa ndi Nthambi ya Silicon Industry, sabata ino, mtengo wamtengo wapatali wa M6 silicon wafers unali 5.70-5.74 yuan / chidutswa, ndipo mtengo wamtengo wapatali unakhalabe pa 5.72 yuan / chidutswa;mtengo wamtengo wapatali wa M10 silicon wafers unali 6.76-6.86 yuan / chidutswa, ndipo kugulitsako kunali Mtengo wapakati umasungidwa pa 6.84 yuan / chidutswa;mtengo wamtengo wapatali wa G12 silicon wafers ndi 8.95-9.15 yuan/chidutswa, ndipo mtengo wapakati wogulitsira umasungidwa pa 9.10 yuan/chidutswa.
ndi PV InfolInki inanena kuti m'malo amsika omwe kupezeka kwa zida za silicon kukusoweka, mtengo wamaoda pansi pa mgwirizano wanthawi yayitali pakati pa opanga zazikulu utha kukhala ndi kuchotsera pang'ono, komabe ndizovuta kuletsa mtengo wapakati kuti usapitirire kukwera. .Kuphatikiza apo, "zinthu za silicon ndizovutira kupeza", ndipo kupezeka ndi kufunikira kwa zinthu za silicon zovuta kuzipeza sizikuwonetsa kufewetsa.Makamaka pakukulitsa mphamvu zatsopano pakukoka ma kristalo, mtengo wa zinthu za silicon zakumayiko akunja ukupitilizabe kukhala wokwera kwambiri, womwe ndi wokwera kuposa mtengo wa 280 yuan pa kilogalamu.Si zachilendo.
Kumbali imodzi, mtengo ukuwonjezeka, kumbali ina, dongosolo ladzaza.Malinga ndi ziwerengero zamakampani amagetsi padziko lonse lapansi kuyambira Januwale mpaka Epulo lotulutsidwa ndi National Energy Administration pa Meyi 17. Mphamvu yamagetsi ya Photovoltaic idakhala yoyamba muzowonjezera zatsopano zoyika ndi 16.88GW, kuwonjezeka kwa chaka ndi chaka kwa 138%.Pakati pawo, mphamvu yomwe yangokhazikitsidwa kumene mu Epulo inali 3.67GW, kuwonjezeka kwa chaka ndi chaka kwa 110% ndi mwezi ndi mwezi kuwonjezeka kwa 56%.Europe idatumiza 16.7GW ya zinthu za module yaku China ku Q1, poyerekeza ndi 6.8GW munthawi yomweyi chaka chatha, kuwonjezeka kwa chaka ndi chaka kwa 145%;India inaitanitsa pafupifupi 10GW ya ma modules a photovoltaic mu Q1, kuwonjezeka kwa 210% pachaka, ndipo mtengo wamtengo wapatali unawonjezeka ndi 374% pachaka;ndipo United States inalengezanso za kumasulidwa kwa mayiko anayi akumwera chakum'mawa kwa Asia Zaka ziwiri za msonkho wamtengo wapatali pa photovoltaic modules, photovoltaic track imalandira mapindu ambiri.
Pankhani ya likulu, kuyambira kumapeto kwa mwezi wa April, gawo la photovoltaic lapitirizabe kulimbikitsa, ndipo photovoltaic ETF (515790) yawonjezeka kuposa 40% kuchokera pansi.Pofika kumapeto kwa June 7, mtengo wonse wa msika wa photovoltaic unakwana 2,839.5 biliyoni yuan.M'mwezi wapitawu, chiwerengero cha 22 photovoltaic stocks chagulidwa ndi ndalama za Northbound.Kutengera kuwerengetsera kovutirapo kwamitengo yapakati, LONGi Green Energy ndi TBEA idagula ndalama zonse za yuan yopitilira 1 biliyoni kuchokera ku ndalama za Beishang, ndipo magawo a Tongwei ndi Maiwei adagula ndalama zopitilira 500 miliyoni kuchokera ku ndalama za Beishang. .Western Securities ikukhulupirira kuti kuyambira 2022, kuchuluka kwa ma projekiti oyitanitsa ma module aphulika, ndipo kuchuluka kwa Januware, Marichi, ndi Epulo zonse zidapitilira 20GW.Kuyambira Januware mpaka Epulo 2022, kuchuluka kwa ma projekiti a photovoltaic kunali 82.32l, kuwonjezeka kwa chaka ndi chaka ndi 247.92%.Kuonjezera apo, National Energy Administration imaneneratu kuti gridi ya photovoltaic yomwe yangowonjezeredwa kumene idzafika 108GW m'zaka za 22, ndipo ntchito zomwe zikuchitika panopa zidzafika 121GW.Pongoganiza kuti mtengo wa zigawo mu theka lachiwiri la chaka ukadali wokwera, zimaganiziridwa kuti mphamvu zapakhomo zidzafika pa 80-90GW, ndipo kufunikira kwa msika wam'nyumba kumakhala kolimba.Kufuna kwa photovoltaic padziko lonse ndi kolimba kwambiri kotero kuti palibe chiyembekezo chochepetsera mtengo wa ma modules a photovoltaic mu nthawi yochepa.
Nthawi yotumiza: Jun-15-2022