tsebisa:
Mantsiboeeng a la 30 October,photovoltaic etellang pele LONGi tala eneji (601012.SH) lokolloa 2023 liphetho tse tharo tsa lichelete tsa kotara, khampani o ile a hlokomela letseno tshebetso ya 94.100 bilione Yuan ka kotara ea pele tse tharo, keketseho ea 8.55% selemo le selemo;likotara tse tharo tsa pele ho fihlela phaello ea kakaretso ea li-yuan tse limilione tse likete tse 11.694, keketseho ea 6.54% selemo le selemo;eo, kotareng ea boraro ho fihlela chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 29.448, e theohileng ka 18,92%;kotara ea boraro ho fihlela phaello e felletseng ea li-yuan tse limilione tse likete tse 2.515, ho theohile ka 44.05% selemo le selemo.18,92%;kotara ea boraro e fumane phaello e felletseng ea li-yuan tse libilione tse 2.515, e leng phokotseho ea selemo le selemo ea 44.05%.
Katoloso eohle ea ketane ea indasteri, ho fokotseha ha theko, ho bakang ts'ebetso e fokolang
Joalo kaphotovoltaic Plate market capitalization ea likhoebo tse phahameng ka ho fetisisa, empa hape le ka silicon wafer, betri, module three links production capacity, thomello e behiloe har'a tlhōrō ea kopanyo ea ba etellang pele, liphetho tsa ts'ebetso tsa LONGi Green Energy esale li nkuoa e le e 'ngoe ea indasteri. wind Vane, ketane ea indasteri e holimo le tlase ea ts'ebetso ea theko ea setoko ea likhoebo tse ngata le eona e na le tšusumetso e kholo.
Ho ea ka tlaleho, le hoja kholo ea selemo le selemo ea bokhoni ba tlhahiso le thekiso e ile ea tšehetsa kholo e ntle ea chelete ea LONGi Green Energy le phaello e lekaneng lihlopheng tse tharo tsa pele, ts'ebetso ea selemo le selemo le ea selemo le selemo. karolo ea boraro e ne e fokola haholo ho feta litebello tsa 'maraka.Tlaleho e akaretsa mabaka a mantlha a ho theoha ha phaello ea marang-rang ka tsela e latelang: ho fokotseha ha chelete ea matsete le phaello ea phapanyetsano, keketseho ea tahlehelo ea thepa, keketseho ea litšenyehelo tsa lipatlisiso le nts'etsopele, le phello ea ts'ebetso e potlakileng ea tefo e thehiloeng ho share.Ena ke karabelo ea sepheo ho boemo ba hajoale ba ho phahama ho hoholo ha indasteri ea PV le ho theoha ha litheko.
Sehokelong sa silicon se holimo, chelete e kenang e tobileng ea LONGi Green Energy e tsoa cheleteng ea matsete ea ho kenya letsoho Yunnan Tongwei, ka lebaka la ho theoha ho tsoelang pele ha theko ea silicon selemong sena, karolo ea chelete ea matsete e tlase.Ho latela tlaleho, chelete ea matsete ea k'hamphani ho tsoa ho balekane le likhoebo tse kopanetsoeng e theohile ka 32.2% selemo le selemo.
Joalo ka matla a tlhahiso ea silicon "e kholo", ho fokotseha ha theko ea thepa ea silicon ho thusa ho silicon sebaka se bulehileng sa phaello, empa sehokelo sa silicon wafer ka lebaka la matla a indasteri a bakoang ke leqhubu la phokotso ea theko empa e ile ea tla hanyane ho feta thepa ea silicon e "tlase".
Tlaleho ea lichelete ea LONGi Green Energy, ka katoloso e potlakileng ea matla a macha a tlhahiso likarolong tsohle tsa ketane ea indasteri le ho theoha ho tsoelang pele ha litheko tsa ketane ea indasteri, tlholisano ea indasteri ea PV e matlafetse le ho feta.Ho latela lintlha tsa morao-rao tsa Info Link, tsa morao-rao P-mofuta oa M10, N-mofuta oa 182mm monocrystalline silicon wafer karolelano theko ea 2.54 yuan / selae, 2.59 yuan / selae, ha e bapisoa le qalong ea selemo e theohile ho feta 25%.Batho ba bang ba ka hare ho indasteri ba re tekanyo ea kakaretso ea ts'ebetso ea silicon wafer plant e ka 'na eaba e ne e le ka tlase ho 80%, ho ea ho lethathamong le ho feta ho fetoha mohala o ka sehloohong oa logic, bahlahisi ba bangata ba labalabela ho romela thepa ka theko e tlaase, theko ea hona joale ea silicon wafer e na le eona. e amme ntlha ea ho putlama ha likhoebo tse ling.Leha ntlha ea hona joale ea pono ea LONGi tala eneji silicon sephaphatha qala sekgahla angoa ke tse nyenyane tse, empa tsoela pele theko e tlaase ho hlakile hore pepeta phaello lona.Bakeng sa mokhoa oa kotara ea bone, kahlolo ea Jibang Consulting ea hore litheko tsa theko e tlase ho potoloha le boto, ho fokotseha ha tlhokahalo ea theko e tlase, lehlakore le holimo la litšenyehelo tsa khaello ea tšehetso, litheko tsa wafer kapa ho tla ba thata ho emisa mokhoa o theohang.
Boemo bo bong ba bohlokoa ba likarolo tsa matla a tala a LONGi le tsona li tobane le phello e habeli ea ho ba le matla le ho theoha ha litheko.Ho ea ka tlaleho ea lichelete, likarolong tse tharo tsa pele tsa 2023, LONGi Green Energy e ile ea hlokomela thomello ea karolo ea monocrystalline ea 43.53GW, eo 16.89GW ea likarolo e romelloang karolong ea boraro, le hoja ntlafatso ea selemo le selemo, empa e le tlase ho feta kamoo ho neng ho lebeletsoe kateng ha e bapisoa. ho fihlela bokhoni ba eona ba tlhahiso, ho hlahile bothata ba ho salla morao ha thepa.'Me karolo ea hona joale ea' maraka e mabifi theko ea ntoa ha ea ka ea hatella feela thepa ea karolo ea LONGi e tala, empa hape e entse hore thepa ea eona e fokotsehe.Pejana, sehlopha sa boraro sa pokello ea limojule tsa 2023 tsa PV ea Huadian Group se ne se na le tlhahiso e tlase ea nalane ea $0.993/W.Ho latela lintlha tsa InfoLink, theko ea karolo ea ts'ebetso e ne e boetse e le tlase ho $1.05/W.Ha a araba boemo bona, Liu Yuxi, mopresidente oa lefapha la setereke la LONGi Green Energy la China, haufinyane o boletse phatlalatsa hore ho theoha ha theko ea karolo ea selemo sena ho feta litebello tsa pele tsa khoebo, 'me ho ka batla ho bitsoa "ho oa ha tšabo", mme a re. theko ea karolo e ile ea oela ka tlase ho 1 yuan e bolela hore litšenyehelo tsa sebele.Liu Yuxi o ile a boela a bontša ka ho hlaka hore ntoa ea hona joale ea theko e teng ka matla a ho ngola ka bohata, silicon, filimi, ho fokotsa foreimi le lintho tse ling tse sa rateheng, indasteri ka kakaretso e na le phello e mpe.
Tsoela pele ho becha tseleng ea theknoloji ea betri ea BC, phaello e ntse e tla bonahala
Ntle le leqhubu la keketseho ea tlhahiso, ntoa ea theko, halofo ea bobeli ea selemo sena, ketsahalo e phahameng ka ho fetisisa ea indasteri ea PV ke phatlalatso ea semmuso ea LONGi ea ho becha ka tsela ea theknoloji ea betri ea BC, pele sesebelisoa sa media sa titanium se boetse se latela boemo bo nepahetseng. (Kaofela ka BC betri.)!"Flaga ea LONGi e fofa holimo, PV melee e tla ea kae?photovoltaicntoa ea tsela ea betri e ntse e tsoela pele).
Tlalehong ea kotara ea boraro, LONGi Green Energy e boetse e bontšitse boikemisetso ba eona ba ho nts'etsapele thekenoloji ea BC ka matla, e tlaleha hore k'hamphani e tsepamisitse maikutlo ntlafatsong le ntlafatso ea indasteri ea mahlale a phahameng a BC nakong ea tlaleho, mme e ntse e tsoela pele ho ntlafatsa chai le phetoho. katleho ea lihlahisoa tsa HPBC tlhahisong ea bongata.Ka lipatlisiso tse tebileng le nts'etsopele ea theknoloji ea BC e sebetsang hantle haholo le nts'etsopele ea kaho ea bokhoni ba tlhahiso, bokhoni ba tlhahiso ea lisele tsa pro tsa HPBC bo lebelletsoe ho kenngoa tlhahiso mafelong a 2024.
Leha ho le joalo, hajoale, phehisanong ea tsela ea theknoloji ea betri ea mofuta oa N-mofuta oa boraro, ts'ebetso ea kampo ea TOPCon e betere.
Ho ea ka liphetho tsa morao tjena tsa lichelete tsa k'hamphani, kampo ea TOPCon "mojari oa folakha" Jinko Solar (688223.SH) karolong ea pele ea boraro ea chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 85.097, keketseho ea 61.25% selemo le selemo;ho fihlela phaello ea kakaretso ea li-yuan tse limilione tse likete tse 6.354, keketseho ea 279.14% selemo le selemo.Har'a bona, kotara ea boraro e fumane phaello e felletseng ea li-yuan tse libilione tse 2.511, ho nyoloha ka 225.79% selemo le selemo.Khampani e boetse e boletse hore keketseho ea karolo ea thepa ea thepa ea mofuta oa N ke le leng la mabaka a ka sehloohong a ho eketseha ha phaello ea chelete.Trina Solar e 'ngoe e kholo (688599.SH) le eona e ekelitse phaello ea eona habeli likarolong tse tharo tsa pele, ho kenyeletsoa le phaello ea li-yuan tse limilione tse likete tse 1.537 kotareng ea boraro, e leng keketseho ea selemo le selemo ea 35.67%.Ho phaella ho tse ka holimo ka betri, likarolo li na le moralo o tebileng oa khoebo, tse lebisang tlhokomelo ho TOPCon battery Junda shares (002865.SZ) e boetse e fumane phaello e kholo ea kholo e neng e lebeletsoe, karolo ea boraro ea pele ea k'hamphani ea phaello ea selemo le selemo. - kholo ea selemo ea 299.21%, eo kotara ea boraro e ileng ea phahama ka 396.34%.
Hajoale, lebelo la ho pheta-pheta ha betri ea photovoltaic le ntse le eketseha, moloko oa boraro oa karolo ea 'maraka oa betri ea mofuta oa N o ntse o tsoela pele ho nyoloha, "phetoho ea dynasties" ka nako eo, LONGi Green Energy e ile ea kenya chelete e ngata ea litšenyehelo tsa R & D ho becha ka phaello. ea tsela ea theknoloji ea BC, ebang ke ho etella pele ho eketseha ha lihlahisoa tsa TOPCon, "ho koba tsela ho feta! "Ho sa ntse ho tla bonahala.
Ntle le tlhaiso-leseling e kaholimo, tlaleho ea lichelete e boetse e senotse hore phallo ea chelete ea k'hamphani ho tsoa mesebetsing ea ts'ebetso karolong ea boraro e fokotsehile ka 54.23%, haholoholo ka lebaka la keketseho ea litefiso tsa ts'ebetso e eketsehile, ho fokotseha ho hoholo ha lirisiti tsa pele.Ntle le moo, ho latela data ea Oriental Wealth Choice, tahlehelo ea thepa ea k'hamphani ea li-yuan tse limilione tse likete tse 1.099 karolong ea boraro, e leng keketseho ea li-yuan tse limilione tse 852 ha e bapisoa le nako e tšoanang selemong se fetileng.
La 30 Mphalane pele ho phatlalatsoa ha tlaleho ea kotara ea boraro, theko ea setoko sa LONGi ea matla a tala e koetsoe ho 25.16 yuan / share, e nyolohile ka 0.72% ho feta letsatsi le fetileng la khoebo, ha e bapisoa le tšimoloho ea selemo 49.08 yuan / karolo ea ntlha e phahameng e oele ka 48.8 %;kakaretso ea 'maraka capitalization ea hona joale ea 190,7 bilione Yuan, le hoja e ntse e bakeng saphotovoltaicpoleiti e feletseng "setulo", empa ha e bapisoa le boleng ba 'maraka ba li-yuan tse fetang limilione tse likete tse 500 ka 2021, chelete ea' maraka ea k'hamphani ea li-yuan tse fetang limilione tse likete tse 500.2021 boleng ba 'maraka bo fetang limilione tse likete tse 500 bo theohile ho feta 60%.
Phatlalatsong ea tlaleho ea kotara tse tharo ka nako e ts'oanang, Longi Green Energy e boetse e phatlalalitse hore molula-setulo oa k'hamphani Zhong Baoshen o rerile ho eketsa li-yuan tse limilione tse 100 - limilione tse 150 ho eketsa likarolo tsa k'hamphani, ho tloha ka la 30 Mphalane 2023, Zhong Baoshen o tšoere likarolo tse 98,358,300 tsa k'hamphani, e ikarabellang bakeng sa palo eohle ea likarolo tsa 1.3%.Longi Green Energy e boetse e boletse hore keketseho ea karolo ea Zhong Baoshen e ipapisitse le tšepo ea tsoelo-pele e tsitsitseng le e tsitsitseng ea k'hamphani nakong e tlang le kananelo ea boleng ba nako e telele ea matsete, ka sepheo sa ho sireletsa lithahasello tsa beng ba liabo le ho matlafatsa boitšepo ba babeeletsi.
Tag: #Longi #photovoltaic#Longiprice #Longi tšoaea fatše #Longi overcapacity
Nako ea poso: Nov-14-2023