I kekahi mau lā i hala aku nei, ua wehe ʻo CGNPC i ke kumukūʻai no ke kūʻai ʻana i ke kikowaena o nā ʻāpana i 2022, me ka huina o 8.8GW (4.4GW tender + 4.4GW mālama), a me ka lā hoʻolaha i hoʻolālā ʻia o 4 mau makana: 2022/6/30- 2022/12/10. Ma waena o lākou, pili i ka piʻi ʻana o ke kumukūʻai omea silika, ʻO ke kumu kūʻai maʻamau o nā modula bifacial 540/545 i ka mua a me ka lua o nā koho he 1.954 yuan/W, a ʻo ke kumukūʻai kiʻekiʻe loa he 2.02 yuan/W. Ma mua, ma Mei 19, ua hoʻokuʻu ʻo Kina General Nuclear Power i ka makahiki 2022module photovoltaichoʻolaha kūʻai kūʻai kikowaena kikowaena. Hoʻokaʻawale ʻia ka papahana i 4 mau ʻāpana kūʻai, e uhi ana i ka nui o ka mana mālama o 8.8GW.
I ka lā 8 o Iune, ua hoʻokuʻu ka lālā ʻoihana Silicon o Kina Nonferrous Metals Industry Association i ke kumukūʻai kūʻai hou loa o ka polysilicon solar-grade home. Ke hoʻohālikelike ʻia me ka pule i hala, ua piʻi hou nā kumukūʻai kūʻai o ʻekolu ʻano mea silika. Ma waena o lākou, ua piʻi ke kumukūʻai kūʻai maʻamau o ka meaʻai hui aniani hoʻokahi i 267,400 yuan/ton, me ka nui o 270,000 yuan/ton; ua piʻi ke kumu kūʻai maʻamau o nā mea aniani aniani hoʻokahi i 265,000 yuan/ton, me ka nui o 268,000 yuan/ton; Ua piʻi ke kumukūʻai i 262,300 yuan / ton, a ʻo ka mea kiʻekiʻe loa he 265,000 yuan / ton. ʻO kēia ma hope o Nowemapa i hala, ua piʻi hou ke kumukūʻai o nā mea silika ma mua o 270,000 yuan, a ʻaʻole mamao loa ia mai ke kumu kūʻai kiʻekiʻe loa o 276,000 yuan / ton.
Ua hōʻike ka lālā ʻoihana silika i kēia pule, ua hoʻopau maoli nā ʻoihana waiwai silika i kā lākou kauoha i Iune, a ua kau inoa kekahi mau ʻoihana i nā kauoha i ka waena o Iulai. ʻO ke kumu e piʻi mau ai ke kumukūʻai o nā mea silika. ʻO ka mea mua, ʻo nā ʻoihana hana wafer silicon a me nā ʻoihana hoʻonui i makemake nui e mālama i ka helu hana kiʻekiʻe, a ʻo ke kūlana o kēia manawa o ka wikiwiki e kūʻai i nā mea silika ua hoʻonui wale i ka koi no ka polysilicon; ʻO ka lua, ke hoʻomau nei ka ikaika o ka noi i lalo. ʻAʻohe liʻiliʻi o nā hui i hoʻopaʻa inoa i nā kauoha i Iune i Mei, e hopena i kahi hōʻemi nui o ke koena e hiki ke kau inoa ʻia ma Iune. Wahi a ka ʻikepili i hōʻike ʻia e ka Silicon Industry Branch, i kēia pule, ʻo 5.70-5.74 yuan / ʻāpana ke kumu kūʻai o nā wafers silicon M6, a ua mau ke kumukūʻai kūʻai maʻamau ma 5.72 yuan / ʻāpana; ke kumu kūʻai o M10 silicon wafers he 6.76-6.86 yuan / ʻāpana, a ʻo ke kālepa ʻana ʻO ke kumukūʻai maʻamau e mālama ʻia ma 6,84 yuan / ʻāpana; ʻO ke kumu kūʻai o G12 silicon wafers he 8.95-9.15 yuan / ʻāpana, a mālama ʻia ke kumukūʻai kūʻai maʻamau ma 9.10 yuan / ʻāpana.
A me PV InfoUa ʻōlelo ʻo Ink, ma ka lewa mākeke kahi i hoʻolako ʻia ai nā mea silika, hiki ke loaʻa i ke kumukūʻai o nā kauoha ma lalo o nā ʻaelike lōʻihi ma waena o nā mea hana nui, akā paʻakikī ke pale aku i ka piʻi ʻana o ke kumukūʻai waena. . Eia kekahi, "paʻakikī ka loaʻa ʻana o nā mea silicon", a ʻo ke kūlana hoʻolako a me ke koi ʻana o nā mea silikon paʻakikī e ʻike ʻole i nā hōʻailona o ka maʻalahi. ʻOi loa no ka hoʻonui ʻana i ka mana hou i ke kaʻina hana huki aniani, ke hoʻomau nei ke kumukūʻai o nā mea silika ma nā ʻāina ʻē i ka uku, ʻoi aku ka kiʻekiʻe ma mua o ke kumu kūʻai o 280 yuan no ka kilo. ʻAʻole maʻamau.
Ma kekahiʻaoʻao, piʻi ke kumukūʻai, ma kekahiʻaoʻao, ua piha ke kauoha. E like me ka helu o ka ʻoihana mana aupuni mai Ianuali a ʻApelila i hoʻokuʻu ʻia e ka National Energy Administration ma Mei 17. ʻO ka mana kiʻi kiʻi kiʻi kiʻi kiʻi i koho mua ʻia i ka mana i hoʻokomo hou ʻia me 16.88GW, kahi hoʻonui makahiki-ma-makahiki o 138%. Ma waena o lākou, ʻo ka mana hou i hoʻokomo ʻia i ʻApelila ʻo 3.67GW, kahi hoʻonui makahiki-ma-makahiki o 110% a me kahi hoʻonui o ka mahina o 56%. Ua lawe mai ʻo ʻEulopa i ka 16.7GW o nā huahana module Kina i ka Q1, i hoʻohālikelike ʻia me 6.8GW i ka manawa like i ka makahiki i hala, he hoʻonui makahiki-ma-makahiki o 145%; Ua lawe mai ʻo India e pili ana i ka 10GW o nā modula photovoltaic i Q1, kahi hoʻonui o 210% i kēlā me kēia makahiki, a ua hoʻonui ʻia ka waiwai lawe mai e 374% makahiki-ma-makahiki; a ua hoʻolaha pū aku ʻo ʻAmelika Hui Pū ʻIa i nā hoʻokuʻu ʻana no ʻehā mau ʻāina ʻo ʻAsia Hikina Hema ʻElua makahiki o ka hoʻokomo ʻana i nā kumukūʻai ma nā modula photovoltaic, ua hoʻokipa ka track photovoltaic i nā pono he nui.
Ma ke ʻano o ke kapikala, mai ka hopena o ʻApelila, ua hoʻomau ka hoʻoikaika ʻana o ka ʻāpana photovoltaic, a ua hoʻihoʻi hou ka photovoltaic ETF (515790) ma mua o 40% mai lalo. I ka pau ʻana o Iune 7, ʻo ka huina o ke kumukūʻai mākeke o ka ʻāpana photovoltaic he 2,839.5 biliona yuan. I ka mahina i hala iho nei, ua kūʻai ʻia ka huina o 22 photovoltaic stocks e nā kālā Northbound. Ma muli o ka helu koʻikoʻi o ke kumukūʻai kūʻai maʻamau i ka laulā, ua loaʻa iā LONGi Green Energy a me TBEA kahi kūʻai ʻupena ma luna o 1 biliona yuan mai nā kālā Beishang, a ua loaʻa nā ʻāpana Tongwei a me Maiwei i kahi kūʻai ʻupena ma mua o 500 miliona yuan mai nā kālā Beishang. . Ke manaʻoʻiʻo nei ʻo Western Securities mai 2022, ua pahū ka nui o nā papahana bidding module, a ʻo ka nui o Ianuali, Malaki a me ʻApelila a pau ma mua o 20GW. Mai Ianuali a ʻApelila 2022, ʻo 82.32l ka nui o ka noi kumulative o nā papahana photovoltaic, he piʻi makahiki o ka makahiki he 247.92%. Eia hou, ke wānana nei ka National Energy Administration e hiki i ka 108GW ke kiʻi kiʻi hou i hoʻohui ʻia i 22 mau makahiki, a hiki i ka 121GW nā papahana i kēia manawa e kūkulu ʻia nei. Ke manaʻo nei he kiʻekiʻe ke kumukūʻai o nā ʻāpana i ka hapa ʻelua o ka makahiki, ua manaʻo ʻia ʻo ia e hiki i ka 80-90GW ka nui o ka hale i hoʻokomo ʻia, a ua ikaika ka koi o ka mākeke home. He ikaika loa ka noi kiʻi kiʻi honua a ʻaʻohe manaʻolana e hōʻemi i ke kumukūʻai o nā modula photovoltaic i ka wā pōkole.
Ka manawa hoʻouna: Iune-15-2022