Photovoltaic module quotation "chipwirikiti" chimayamba

 Pakadali pano, palibe mawu omwe angasonyeze mulingo wamtengo wapatali wasolar panels.Pamene kusiyana kwamitengo yazinthu zazikulu zogulira ndalama zapakati kumayambira 1.5xRMB/watt mpaka pafupifupi 1.8RMB/ watt, mtengo waukulu wamakampani a photovoltaic umasinthanso nthawi iliyonse.

Posachedwapa, akatswiri a pv aphunzira kuti ngakhale kuti zambiri zapakati zogulira ma modules a photovoltaic zimasungidwabe pa 1.65.RMB/watt kapena kuzungulira 1.7RMB/ watt, pamitengo yeniyeni, makampani ambiri azachuma adzagwiritsa ntchito maulendo angapo pazokambirana zamitengo ndi ma module.Opanga amakambirananso mitengo.Akatswiri a PV adaphunzira kuti wopanga ma module amtundu woyamba amakhala ndi mtengo wa 1.6RMB/watt, pomwe opanga ma module achiwiri ndi achitatu amatha kupereka mtengo wotsika wa 1.5XRMB/wat.

Kuyambira kumapeto kwa 2022, gawo la module lilowa gawo la mpikisano wamtengo wapatali.Ngakhale mtengo wa polysilicon udapitilirabe kukhazikika kapena kuwuka pang'ono pambuyo pa Chikondwerero cha Spring, sungathe kusintha kutsika kwamitengo yamakampani.Kuyambira pamenepo, mpikisano wamitengo mumalumikizidwe osiyanasiyana wayamba.

Kumbali imodzi, zitha kuwoneka kuchokera pakutsegulidwa kwa mabizinesi akuluakulu apakati chaka chino kuti kuchuluka kwamakampani omwe ali nawo kwawonjezeka kwambiri, ndipo makampani ena otsatsa afikira makampani opitilira 50, ndipo mitundu ingapo yatsopano yatuluka. , kupindula kawirikawiri kuchokera kumakampani akuluakulu omwe ali ndi njira zotsika mtengo;mbali inayo Kumbali imodzi, kukula kwa gawo la module kumasiyanitsidwa kwambiri.Kuchokera pamagawo a 2022 otumizidwa ndi Infolink masiku angapo apitawo, zitha kuwoneka kuti kutumiza kwa TOP4 opanga ma module ali patsogolo, onse akupitilira 40GW.Komabe, ndi kuwonjezeka kwa olowa atsopano, kutumiza ma modules Kupanikizika kumakhalanso koonekeratu.Pankhani yokwanira yopangira mphamvu zopangira, mpikisano mu gawo la chigawocho umawonekera kwambiri pamtengo, womwenso ndi chifukwa cha "chipwirikiti" chomwe chilipo m'mawu amakampani.

Malinga ndi ndemanga zochokera kumakampani, "Mawu apano akuyenera kuganiziridwa mozama potengera malo a polojekiti, momwe polojekiti ikuyendera, komanso momwe polojekitiyi idamalizidwira m'mbuyomu.Ngakhale mawu operekedwa ndi kampani imodzi pama projekiti osiyanasiyana sali ofanana.Mabizinesi ndi mabizinesi Kusiyana kwa mawu pakati pawo ndikosiyana kwambiri.Mitengo yokwera nthawi zambiri imakhala yopezera phindu lokwanira, pomwe mawu otsika ndi njira yayikulu yomwe makampani ena amalandirira maoda.Ngati pali kusintha kulikonse pamayendedwe ogulitsa, njira yomwe makampani amatengera ndikuchepetsa Kuyenda kwazinthu kumachedwa mpaka mtengo watsiku ndi tsiku usanaperekedwe. ”

M'malo mwake, kusiyana kwamitengo yazigawo kumathanso kuwonedwa kuchokera kuzinthu zapakati zamabizinesi apakati.Kuyambira kotala loyamba, State Power Investment Corporation, Huaneng, Huadian, China National Nuclear Corporation, China Energy Conservation ndi mabizinesi ena aboma amaliza motsatizana kupitilira 78GW ya ntchito yoyitanitsa magawo.Kutengera kuchuluka kwapakati pamabizinesi otsatsa, mtengo wagawo wakhala pafupifupi 1.7+RMB/watt Pang'onopang'ono idatsikira ku 1.65 yamakonoRMB /watt kapena ayi.

Ngakhale mtengo ukuwonetsa kutsika, kusiyana kwamitengo pakati pamitengo yokwera ndi yotsika yamabizinesi yatsika kuchokera pafupifupi 0.3RMB/watt mpaka pafupifupi 0.12RMB/watt, kenako idakwera mpaka pano 0.25RMB/wat.Mwachitsanzo, posachedwa, mtengo wotsegulira gawo la Xinhua Hydro's 4GW, mtengo wotsika kwambiri unali 1.55.RMB/ watt, ndipo mtengo wapamwamba kwambiri unafika pa 1.77RMB/watt, ndi kusiyana kwamitengo kuposa masenti 20.Mchitidwewu umagwirizana kwambiri ndi mitengo ya ma module a PetroChina a 8GW ndi ma module a CECEP a 2GW.

Kutengera ndi mawu onse chaka chino, makampani omwe ali ndi gawo lalikulu amadalira maubwino amtundu wawo kuti apereke ndalama zotsika mtengo, zomwe zimasungidwa pamwamba pamitengo yamabizinesi apakati.Kuti atenge maoda, makampani achigawo chachiwiri ndi chachitatu amapezerapo mwayi pakutsika kwamitengo yamakampani, ndipo mawu agawo ndi okwera kwambiri.Radical, mawu otsika kwambiri amakampani onse apakati amachokera kumakampani agawo lachiwiri ndi lachitatu.Makamaka pamene chiwerengero cha makampani a chigawochi chikuwonjezeka, chodabwitsa cha chisokonezo cha "mtengo" chakhala chowonekera kwambiri.Mwachitsanzo, gawo la China Power Construction la 26GW, lomwe lili ndi makampani pafupifupi 50 omwe akutenga nawo gawo, ali ndi kusiyana kwamitengo yopitilira 0.35.RMB/wat.

Poyerekeza ndi malo opangira magetsi, mtengo pamsika wa photovoltaic wogawidwa ndi wapamwamba pang'ono.Ogawa ena adauza makampani a photovoltaic kuti mtengo wamakono wogula wa kampani yachigawo chamutu wafika kuposa 1.7RMB/ watt, pomwe mtengo wam'mbuyomu wokhazikitsidwa unali pafupifupi 1.65RMB/ watt , ngati simungathe kuvomereza kuwonjezeka kwa mtengo wa zigawo, muyenera kuyembekezera mpaka May kuti mupereke pamtengo wa 1.65RMB/wat.

M'malo mwake, makampani opanga ma photovoltaic adakumana ndi chisokonezo m'mawu agawo panthawi yakutsika kwamitengo yamakampani.Kumayambiriro kwa 2020, pamene mtengo wazinthu za silicon ukupitilirabe kutsika, kuyitanitsa mabizinesi apakati kudapitilira kuyambira kotala loyamba.Panthawiyo, mawu otsika kwambiri pamakampani adafika pafupifupi 1.45RMB/ watt, pomwe mtengo wokwera umakhalabe pafupifupi 1.6RMB/wat.Pansi pa zomwe zikuchitika, makampani achigawo chachiwiri ndi chachitatu alowa mndandanda wamakampani apakati omwe ali ndi mitengo yotsika.

Kutsika kwamitengo pambuyo poyambira kutsika kwamitengo komweko kumayambikabe ndi makampani achiwiri ndi achitatu.Makampani omwe ali ndi gawo lalikulu ali ndi mwayi wamtundu ndipo akuyembekeza kukulitsa phindu la gawolo.Ngakhale kuti mawuwa ndi okwera kwambiri, chifukwa cha mgwirizano wam'mbuyomu ndi mabungwe apakati a boma, zinthu zomwe zikugwirizana nazo zingathe kuthetsa nkhawa za kudalirika kwa mabungwe apakati a boma.Pofuna kupikisana ndi maoda ndikulowa mumndandanda waufupi, makampani amtundu wachiwiri ndi wachitatu adayambitsanso msika wofananira ndi mawu otsika.Ogulitsa ena pamasiteshoni amagetsi adati, "Ubwino wazinthu zamabizinesi amtundu wachiwiri ndi wachitatu uyenera kutsimikiziridwa ndi msika, koma kubweza konsekonse kwa ndalama zoyendetsera magetsi kutengera mitengo yazinthu ndi pafupifupi zofanana."

Nkhondo yachisokonezo yamitengo yamagulu ikugwirizana kwambiri ndi masewera pakati pa mafakitale akumtunda ndi kumtunda.Mu Infolink's view, mtengo wa zipangizo silikoni adzakhalabe kutsika mchitidwe kwa nthawi yaitali, koma mtengo wa silicon zopyapyala sichinayambe kwambiri anamasulidwa chifukwa cha vuto kupanga, koma wafika pachimake cha kuzungulira kwa kusinthasintha kwa mtengo, ndi Kusintha kwa mtengo wa zowotcha za silicon zokhala ndi zowotcha za silicon kukuyembekezekanso kubweretsa kutsika.Kusokonezeka kwakanthawi kochepa kwamitengo yama module sikulepheretsa kutsika kwamitengo chaka chonse, ndipo izi zithandiziranso bwino kuyika kwapansi kwa photovoltaics chaka chino.

Zomwe zikuwonekeratu ndikuti magawo onse amakampani akupikisanabe ndi ufulu wolankhula zamitengo, chomwe ndi chimodzi mwazifukwa za kusiyana kwakukulu kwamitengo.Komabe, kusinthasintha kosalekeza kwa mitengo mosakayikira kudzabweretsa zovuta pakugula ndi kubwereketsa kwapakati kwakukulu.Zowopsa zobwera pambuyo pake ziyenera kuwunikiridwa bwino.