ʻO ka wikiwiki i ka hoʻopaʻa ʻana i ka mana o ka wā kahiko, loaʻa nā kumu kūʻai module i lalo

ʻAʻole i loli nā kumukūʻai module o kēia pule. Kūʻai ʻia ke kahua mana P-type monocrystalline 182 bifacial modules ma ka 0.76 RMB/W, P-type monocrystalline 210 bifacial ma 0.77 RMB/W, TOPCon 182 bifacial ma 0.80 RMB/W, a me TOPCon 20W81 bifacial ma RMB/W. .

Nā mea hou i ka hiki

Ua hoʻokūpaʻa hou ka National Energy Administration i ka pono e alakaʻi pono i ke kūkulu ʻana a me ka hoʻokuʻu ʻana i ka mana photovoltaic upstream e pale i ka hana hou ʻana o ka hiki haʻahaʻa. Eia kekahi, ua hoʻonui ka mana o ka mana aniani i nā lula hou o ka Ministry of Industry and Information Technology no ka hoʻololi ʻana i ka hiki. Me ka hoʻomau ʻana o ka hoʻoikaika ʻana i nā kulekele ʻaoʻao hoʻolako, manaʻo ʻia e pani ʻia ka mana o ka wā kahiko, e hoʻolalelale ana i ke kaʻina hana hoʻomaʻemaʻe mākeke.

Nā Hoʻomohala Kūʻai

Ma Iune 20, ua wehe ʻo Shandong Electric Power Engineering Consulting Institute Co., Ltd., kahi hui o State Power Investment Corporation, i nā noi no ka 2024 makahiki photovoltaic module framework procurement, me ka huina o 1GW a me ka awelika N-type kumu kūʻai. 0.81 RMB/W.

Nā Kūʻai Kūʻai

I kēia manawa, ʻaʻohe hōʻailona o ka hoʻomaikaʻi ʻana i ka noi. Me ka piʻi ʻana o ka waihona waiwai, manaʻo ʻia e hoʻomau ka mākeke me ka nawaliwali, a ʻo nā kumukūʻai module ke loaʻa mau i lalo.

Makeke Silicon/Ingots/Wafers/Well

Kumukuai Silika

I kēia pule, ua emi nā kumukūʻai silika. ʻO ke kumu kūʻai maʻamau o ka hānai hou ʻana i ka monocrystalline he 37,300 RMB / ton, ʻo 35,700 RMB / ton ka monocrystalline, ʻo 32,000 RMB / ton ka monocrystalline, ʻano mea N-type he 39,500 RMB / ton, a ʻo N-type5 granular, silicon. RMB/toni.

Hoʻolako a koi

Hōʻike ka ʻikepili mai ka Silicon Industry Association me ka hoʻokuʻu ʻana o ka mana hou, ʻo ka hoʻolālā hana no Iune e noho mau ana ma kahi o 150,000 tons. Me ka pani mau ʻana no ka mālama ʻana, ua emi iki ke kumukūʻai o nā ʻoihana. Eia naʻe, ʻoi aku ka nui o ka mākeke, a ʻaʻole i emi iho nā kumukūʻai silika.

Na Kumukuai Wafer

I kēia pule, ʻaʻole i loli nā kumukūʻai wafer. ʻO ke kumukūʻai maʻamau o P-type monocrystalline 182 wafers he 1.13 RMB / ʻāpana; P-type monocrystalline 210 wafers he 1.72 RMB / ʻāpana; N-type 182 wafers he 1.05 RMB/piece, N-type 210 wafers he 1.62 RMB/piece, a me N-type 210R wafers he 1.42 RMB/piece.

Hoʻolako a koi

Hōʻike nā ʻikepili mai ka Silicon Industry Association ua hoʻoponopono ʻia ka wānana hana wafer no Iune i 53GW, me nā ʻoihana kūikawā kokoke i ka hana piha. Manaʻo ʻia nā kumukūʻai Wafer e hoʻopaʻa ʻia no ka mea ua hoʻohaʻahaʻa lākou i lalo.

Na Kumukuai Cell

I kēia pule, ua emi nā kumukūʻai o ke kelepona. ʻO ke kumu kūʻai maʻamau o nā pūnaewele P-type monocrystalline 182 he 0.31 RMB/W, ʻo P-type monocrystalline 210 cell he 0.32 RMB/W, ʻo N-type TOPCon monocrystalline 182 cell he 0.30 RMB/W, ʻo N-type TOPCon monocrystalline 210 mau pūnaewele. RMB/W, a me N-type TOPCon ʻO nā pūnaewele monocrystalline 210R he 0.32 RMB/W.

Hoʻolako Outlook

Manaʻo ʻia ʻo 53GW ka hana kelepona no Iune. Ma muli o ka lohi o ka noi, hoʻomau nā ʻoihana i ka hōʻemi ʻana i ka hana, a aia nō nā cell i kahi pae o ka hōʻiliʻili ʻana. I ka wā pōkole, manaʻo ʻia e kūpaʻa nā kumukūʻai.