Qalong ea Selemo se Secha, indasteri ea photovoltaic e na le potoloho e 'ngoe ea moferefere.
Baqolotsi ba litaba indastering ho utloisisa hore ho tloha qalong ea selemo, photovoltaic indasteri ketane ka lipheletsong tse sa tšoaneng e ntlafalitse lebelo tshebetso, karolo ea February karolelano letsatsi le letsatsi tlhahiso ea boemo fihla phahameng ka ho fetisisa historing, bapetse indasteri selemong sena ho tsoela pele ho tsoela pele. “pelepele”.
Lipotso tse ling le kemiso e eketsehileng ea tlhahiso
Ho bua ka ho hlaka, kemiso ea tlhahiso ea sehokelo sa thepa ea silicon hangata e lutse e le holimo morao tjena.Tlas'a semelo sa keketseho ea sekhahla sa ts'ebetso e tlase, ntle le e 'ngoe ea likhoebo tse 15 tsa lapeng tsa silicon bakeng sa tlhokomelo, tse ling kaofela li ile tsa boloka tlhahiso e tloaelehileng le phano nakong ea Mokete oa Selemo.Sehlahisoa sa lehae ka Pherekhong se lebelletsoe ho feta lithane tse 100,000, se eketseha ka ho feta 5% ho tloha khoeling e fetileng.Ho ea ka pono ea theko, theko ea thepa ea silicon bosiung ba Mokete oa Selemo e ile ea emisa ho oa le ho khutla hape.Lipatlisiso li ile tsa tsoela pele ho eketseha ka letsatsi la pele la mosebetsi ka mor'a mokete, 'me qotsulo ea likhoebo tse ling e nyolohetse ho 180 yuan/kg ka ho latellana.Basebetsi ba indasteri ba boletse hore ka ts'ebetso ea ts'ebetso e sebetsang kamora 'maraka oa matsatsi a phomolo, litheko tsa silicon li lebelletsoe ho lula li tiile nakong e khuts'oane.
Ka Pherekhong, lethathamo la silicon wafer le ile la tsoela pele ho fokotseha, mme khatello ea ho tsamaisa e ile ea fokotseha.Likhoebo tse ngata tsa silicon wafer li ile tsa eketsa sekhahla sa ts'ebetso.Sekhahla sa ts'ebetso ea likhoebo tsa pele tsa silicon wafer se lebelletsoe ho ba 65% ho isa ho 70%, 'me sa likhoebo tsa moleng oa bobeli oa silicon wafer se lebelletsoe ho feta 60%.Mabapi le litheko, pele ho mokete, khoebo ea pele ea silicon wafer e ile ea nka bohato ba ho nyolla litheko, 'me nakong ea Mokete oa Selemo, likhoebo tse ling li ile tsa latela.Ho lebelletsoe hore theko ea silicon wafer e tla tsoela pele ho nyoloha hanyane tlasa semelo sa theko ea silicon le tlhoko e ntle.
Tlhahiso ea betri ha e le hantle e tloaelehile, likhoebo tse tloaelehileng li na le ts'ehetso e ntle ea tlhophiso, haufi le tlhahiso e feletseng nakong ea Mokete oa Selemo.Mabapi le theko, betri e ile ea phahama pele ho mokete, ka mor'a mokete, theko ea morao-rao e phahameng ea mofuta oa P-mofuta oa 182, lihlahisoa tsa 210 li fihlile ho 0.96-0.97 yuan / watt, ha li bapisoa le tse fetileng tsa 0.80 yuan / watt li eketsehile haholo.
Nakong ea Mokete oa Selemo, likhoebo tsa likarolo li ile tsa boloka ts'ebetso ea mojaro o phahameng.Phallo ea likarolo ka February e lebeletsoe ho feta li-gigawatts tsa 30, keketseho ea khoeli le khoeli ea ho feta 10%, 'me tlhahiso ea letsatsi le le leng ke boemo bo phahameng ka ho fetisisa historing, e ka bapisoang le ea November selemong se fetileng.Mabapi le theko, ka lebaka la litšebelisano tse fokolang nakong ea Mokete oa Selemo, theko ha ea fetoha haholo.Likhoebo tsa pele li boloka 1.75-1.80 yuan/watt, ea bobeli 1.70-1.75 yuan/watt, 'me taelo e ncha e ntse e le tlas'a lipuisano ka mor'a mokete.Litaelo tsa mohala oa pele tse letsohong li lekane, 'me theko ea taelo e ncha e ntse e lebelletsoe ho ba 1.70 yuan/watt.
Ha e le sehokelo sa lintho tse thusang, ka February, tlas'a semelo sa ntlafatso ea tlhahiso ea karolo le moralo oa ho nchafatsa butle-butle ho lulisa, phepelo le tlhoko ea thepa e thusang joalo ka filimi ea rabara le khalase e lebelletsoe ho ntlafala, mme tlhahiso e tla eketseha ka tsela e nepahetseng.Ka theko, theko ea filimi ka January e ntse e le tlaase, khatello ea phaello e ntse e le teng, February e lebeletsoe hore e kene ka nako ea fensetere ea ho phahama ha theko e tšosang.Ka lebaka la ho potlakisa ho lokolloa ha khalase phepelo ka kotara ea bone ea selemo se fetileng, etella inventory eketseha hoo e ka bang libeke tse peli, likhalase theko ka January hanyenyane fetola, February inventory lebeletsoe ho tsamaea, theko ea tshebetso tsitsitseng.
Litefiso tse tlatsitsoeng li theohile
Ha e le ho theoha ha indasteri ho tloha qalong ea selemo, bafuputsi ba Changjiang Dianxin ba lumela hore lebaka la mantlha ke hore tlas'a semelo sa ho theoha ha theko e potlakileng ea ketane ea indasteri, mokhoa oa ho etsa kemiso ea tlhahiso ka January o molemo, tlhokahalo. phetoho e lebelletsoe esale pele, 'me mokhoa oa phaello oa sehokelo ka seng o na le litebello tse hlakileng butle-butle.Ho ea ka pono ea tlhokahalo, ka lebaka la litaelo tse lekaneng tsa likarolo tse letsohong le ho theoha ha morao tjena ha litšenyehelo tsa thepa e tala, kemiso ea tlhahiso ea likarolo tse kopanetsoeng tse etellang pele e ntlafalitsoe ha e bapisoa le moralo o fetileng.Ts'ebetso e ne e le betere ho feta kamoo ho neng ho lebelletsoe, ho latela sehla se tloaelehileng sa butle.
Ntle le moo, ho ea ka pono ea phaello, theko ea ketane ea morao-rao ea indasteri e ile ea theoha ka potlako kamora ho ts'oenyeha hape, lisebelisoa tse teteaneng tsa silicon ka lebaka la ho tlatselletsoa ka tlase ho metsi li ile tsa qala ho phahamisa litheko, li-silicon chips, libeteri tse ntseng li phahama.Le hoja ho eketseha ha theko e nyenyane ha ho fetole mokhoa o akaretsang oa ho fokotsa theko, ntlafatso ea phaello ea karolo ea karolo e ntse e hlakile haholo, 'me tahlehelo ea theko ea thepa e batla e laoloa tlas'a leano le phahameng la thekiso.
"Ha re lebelletse selemo sena, e ntse e le bothata ba phepelo ho fumana tlhoko e kentsoeng, ho nahanoa hore likaroloana, lehlabathe la quartz le hloekileng le na le boleng bo itseng ba phepelo, ka nako e ts'oanang, theko ea ketane ea indasteri ho susumetsa morethetho oa tlhokeho. ho hlakile. ”Bafuputsi ba ka holimo ba ile ba bolela esale pele hore matla a lefats'e a photovoltaic a kentsoeng a lebelletsoe ho fihla ho 350-380 gigawatts selemong sena, kholo ea selemo le selemo ea ho feta 40%, 'me metheo e matla e ntse e tsoela pele.
Tefiso ea merero e chesa haholo
Ka mor'a "pherekano" ea ketane ea indasteri ea photovoltaic ke qalo e chesang ea merero e meng e meholo le ho buloa ho chesang ha merero e meholo ea lichelete qalong ea selemo, e leng se fanang ka indasteri tšepo ea ho tsoela pele.
Ka la 11 January, morero o moholo ka ho fetisisa oa tlhahiso ea mohala o le mong oa matla a phahameng a matla a letsatsi photovoltaic heterojunction cell (HJT structure) Chaena, morero oa 5 gigawatt o sebetsang hantle haholo oa heterojunction cell o ile oa qalisoa Danliang County, Meishan City.Morero o rera ho tsetela li-yuan tse libilione tse 2.5 ka kakaretso, mme ho lebelletsoe hore e tla kenngoa tlhahiso mafelong a Phato 2023.
Yang Wendong, motlatsi oa motlatsi oa mopresidente oa morero, o phatlalalitse hore theknoloji ea betri ea heterojunction ke theknoloji e tsoetseng pele ka ho fetisisa ea mofuta oa N-mofuta oa betri indastering hona joale.E kopanya melemo ea betri ea silicon ea crystalline le betri e tšesaane ea filimi, e nang le ts'ebetso e phahameng, ho fokotseha ho tlaase, ho hanyetsa mocheso o phahameng, tekanyo e phahameng ea mahlakoreng a mabeli litšobotsi tse 'nè, sebaka sa tlhokahalo ea' maraka ea nakong e tlang se seholo.Hajoale, projeke e kenyellelitsoe profinseng ea Sichuan 2023 merero ea bohlokoa, empa hape le Meishan City ho aha projeke ea mokokotlo oa mokokotlo oa li-silicon photovoltaic tse limilione tse likete tse 100.
Ka la 27 Pherekhong, mokete oa mantlha oa projeke ea betri ea heterojunction e sebetsang hantle ea China Building Materials e ile ea tšoareloa sebakeng sa nts'etsopele sa Jiangyin Harbor.Ho tlalehoa hore morero ona o tsetelitsoe ke China Building Materials (Jiangyin) Photoelectric Material Technology Co., LTD., e leng setsi sa China Construction Group, ka chelete eohle ea lichelete tsa li-yuan tse limilione tse likete tse 5.
Bohareng ba khoeli e fetileng, China Power Construction e phatlalalitse liphetho tse qalang tsa 26GW photovoltaic mega-tender.Ka lebaka la bongata bo bongata ba monomer, le thepa ea silicon, litheko tsa silicon chip li ile tsa theoha, sebaka sa phaello se ile sa buleha, theko e ile ea hohela lik'hamphani tse fetang 40, ha ho mohla e kileng ea e-ba teng.Mabapi le quotation, ho na le mokhoa oa polarization.Likhamphani tse etellang pele ka kakaretso li fana ka litheko tse phahameng, athe lik'hamphani tsa boemo ba bobeli le ba boraro li qothisana lehlokoa ka litheko tse tlase haholo.Theko e tloaelehileng (watt ka 'ngoe) ke 1.67-1.69 yuan bakeng sa likarolo tsa mofuta oa P le 1.75 yuan bakeng sa likarolo tsa mofuta oa N.Theko e tlase ke 1.48 yuan, theko e phahameng ka ho fetisisa e feta 1.8 yuan bakeng sa mofuta oa P le li-yuan tse ka bang 2 bakeng sa mofuta oa N.
Ka pono ea indasteri, sephetho se atlehileng sa molekane e moholo se tla bontša litebello tsa indasteri.Ho ea ka theko ea hona joale ea ketane ea indasteri le lipalo tse matla tsa indasteri, mohlala, taelo e kholo ea China Power Construction e fanoa ho latela theko e tloaelehileng ea ho hapa.Ha ho bapisoa le litšenyehelo tsa hona joale ho pota 1.3 yuan / w, phaello e feteletseng ea likarolo e kholo haholo.
Ho phaella moo, pele ho mokete oa thekiso ea morero oa morao-rao, likarolo tsa Dachang li hlahile theko e tlaase ea 1.6 yuan/watt.Ho ea ka "125,000 kW / 500,000 KWH polokelo ea matla + 500,000 kw sebaka se setle sa projeke e le 'ngoe" ea Changji Guodu County, 200,000 kW photovoltaic module ea procurement module liphetho tsa phatlalatso li bontša hore Huansheng Photovoltaic (Jiangsu) Co., Ltd. ea 438337536 yuan, theko ea yuniti ea 1.68 yuan/watt e bile mokhethoa oa pele oa kopo.Trina Solar ke mokhethoa oa bobeli bakeng sa kopo ka theko ea li-yuan tse 1.6 ka watt.
Nako ea poso: Jan-30-2023