Matsatsi a 'maloa a fetileng, CGNPC e ile ea bula kopo ea ho reka likarolo tse bohareng ka 2022, ka kakaretso ea 8.8GW (4.4GW tender + 4.4GW reserve), le letsatsi le reriloeng la ho fana ka lithendara tse 4: 2022/6/30- 2022/12/10.Har'a bona, ba anngoeng ke keketseho ea theko ealisebelisoa tsa silicon, karolelano ea theko ea li-module tsa 540/545 tsa bifacial li-bifacial tsa pele le tsa bobeli ke 1.954 yuan / W, 'me theko e phahameng ka ho fetisisa ke 2.02 yuan / W.Pejana, ka la 19 Motšeanong, China General Nuclear Power e ile ea lokolla selemo sa 2022 sa selemo le selemoModule oa photovoltaicthepa foreimi e bohareng phatlalatso ea theko ea thepa.Morero o arotsoe ka likarolo tse 4 tsa likopo, tse nkang kakaretso ea polokelo ea 8.8GW.
Ka la 8 Phuptjane, Lekala la Indasteri la Silicon la Mokhatlo oa China oa Nonferrous Metals Industry Association le lokolle theko ea morao-rao ea thekiso ea polysilicon ea boemo ba letsatsi.Ha ho bapisoa le bekeng e fetileng, litheko tsa transaction tsa mefuta e meraro ea lisebelisoa tsa silicon li ile tsa phahama hape.Har'a bona, ka karolelano theko ea thekiso ea lijo tsa kristale e le 'ngoe e ile ea nyolohela ho 267,400 yuan / ton, e nang le boholo ba 270,000 yuan / tonne;theko e tloaelehileng ea thepa e le 'ngoe e teteaneng ea kristale e nyolohetse ho 265,000 yuan/ton, ka boholo ba 268,000 yuan/ton;Theko e ile ea nyolohela ho 262,300 yuan / ton, 'me e phahameng ka ho fetisisa e ne e le 265,000 yuan / ton.Sena ke ka mor'a November oa ho qetela, theko ea thepa ea silicon e nyolohetse ho feta 270,000 yuan hape, 'me ha e hole le theko e phahameng ka ho fetisisa ea 276,000 yuan / ton.
Lekala la indasteri ea silicon le bontšitse hore bekeng ena, likhoebo tsohle tsa silicon li phethile litaelo tsa tsona ka Phuptjane, esita le likhoebo tse ling li saenetse litaelo bohareng ba Phupu.Lebaka leo ka lona theko ea thepa ea silicon e ntseng e eketseha.Ntlha ea pele, likhoebo tsa tlhahiso ea silicon oafer le likhoebo tsa katoloso li na le boikemisetso bo matla ba ho boloka lebelo le phahameng la ts'ebetso, 'me boemo ba hona joale ba ho potlakela ho reka thepa ea silicon bo entse hore tlhokahalo ea polysilicon e eketsehe feela;ea bobeli, tlhoko e tlase ea noka e tsoela pele ho ba matla.Ha ho na lik'hamphani tse 'maloa tse ngolisitseng litaelo tse fetang tekano ka Phuptjane ka Mots'eanong, e leng se bakileng phokotso e kholo ea tekanyo e ka saennoang ka Phuptjane.Ho ea ka boitsebiso bo senotsoeng ke Lekala la Silicon Industry, bekeng ena, theko ea theko ea li-wafers tsa silicon tsa M6 e ne e le 5.70-5.74 yuan / sengoathoana, 'me ka karolelano theko ea thekiso e ile ea lula ho 5.72 yuan / sengoathoana;theko ea mefuta e mengata ea li-wafers tsa silicon tsa M10 e ne e le 6.76-6.86 yuan / sengoathoana, 'me transaction e ne e le Theko e tloaelehileng e bolokiloe ho 6.84 yuan / sengoathoana;mefuta ea theko ea li-wafers tsa silicon tsa G12 ke 8.95-9.15 yuan / sengoathoana, 'me theko e tloaelehileng ea transaction e bolokiloe ho 9.10 yuan / sengoathoana.
Le PV InfolEnke e boletse hore sepakapakeng sa 'maraka moo phepelo ea thepa ea silicon e haellang, theko ea litaelo tlas'a likonteraka tsa nako e telele pakeng tsa bahlahisi ba ka sehloohong e ka ba le theolelo e nyane, empa ho ntse ho le thata ho thibela theko ea mahareng hore e tsoele pele ho nyoloha. .Ho feta moo, "lisebelisoa tsa silicon li thata ho fumana", 'me boemo ba phepelo le tlhokahalo ea thepa ea silicon e thata ho fumana ha e bontše matšoao a ho nolofatsa.Haholo-holo bakeng sa katoloso ea matla a macha ts'ebetsong ea ho hula kristale, theko ea thepa ea silicon e tsoang mose ho maoatle e ntse e tsoela pele ho ba holimo, e leng holimo ho theko ea li-yuan tse 280 ka kilogram.Ha se ntho e sa tloaelehang.
Ka lehlakoreng le leng, theko e eketseha, ka lehlakoreng le leng, taelo e tletse.Ho ea ka lipalo-palo tsa indasteri ea matla a naha ho tloha ka January ho ea ho April tse lokollotsoeng ke Tsamaiso ea Naha ea Matla ka May 17. Ho hlahisa matla a photovoltaic ho behiloe pele ka matla a macha a kentsoeng ka 16.88GW, keketseho ea selemo le selemo ea 138%.Har'a bona, matla a sa tsoa kenngoa ka April e ne e le 3.67GW, keketseho ea selemo le selemo ea 110% le keketseho ea khoeli le khoeli ea 56%.Europe e kentse 16.7GW ea lihlahisoa tsa module tsa Sechaena ho Q1, ha e bapisoa le 6.8GW ka nako e tšoanang selemong se fetileng, keketseho ea selemo le selemo ea 145%;India e rekisitse ka 10GW ea li-module tsa photovoltaic ho Q1, keketseho ea 210% selemo le selemo, 'me boleng ba ho kenya chelete bo eketsehile ka 374% selemo le selemo;'me United States e ile ea boela ea phatlalatsa ho lokolloa ha linaha tse' nè tsa Asia Boroa-bochabela Lilemo tse peli tsa litefiso tsa ho kenya chelete ho photovoltaic modules, pina ea photovoltaic e amohela melemo e mengata.
Mabapi le motse-moholo, ho tloha bofelong ba April, lefapha la photovoltaic le 'nile la tsoela pele ho matlafatsa,' me photovoltaic ETF (515790) e tsosolositse ho feta 40% ho tloha tlase.Ho tloha qetellong ea la 7 Phuptjane, kakaretso ea 'maraka oa karolo ea photovoltaic e fihlile ho li-yuan tse limilione tse likete tse 2,839.5.Khoeling e fetileng, kakaretso ea 22 photovoltaic stocks e rekiloe ke lichelete tsa Northbound.Ho ipapisitsoe le lipalo tse boima tsa theko e mahareng ea theko ea thekiso, LONGi Green Energy le TBEA li fumane theko ea kakaretso ea li-yuan tse fetang 1 bilione ho tsoa licheleteng tsa Beishang, 'me likabelo tsa Tongwei le Maiwei li fumane theko ea li-yuan tse fetang limilione tse 500 ho tsoa licheleteng tsa Beishang. .Western Securities e lumela hore ho tloha ka 2022, palo ea merero ea li-module e phatlohile, 'me tekanyo ea January, March le April kaofela e feta 20GW.Ho tloha ka Pherekhong ho isa ho Mmesa 2022, palo e akaretsang ea litefiso tsa merero ea photovoltaic e ne e le 82.32l, e leng keketseho ea selemo le selemo ea 247.92%.Ho phaella moo, Tsamaiso ea Sechaba ea Matla e bolela esale pele hore motlakase oa photovoltaic o sa tsoa eketsoa o tla fihla ho 108GW ka lilemo tse 22, 'me merero ea hona joale e ntseng e hahuoa e tla fihla ho 121GW.Ho nka hore theko ea likarolo karolong ea bobeli ea selemo e ntse e phahame, ho hakanngoa ka mokhoa o tsitsitseng hore matla a kenngoa malapeng a tla fihla ho 80-90GW, 'me tlhokahalo ea' maraka oa malapeng e matla.Tlhokahalo ea lefats'e ea photovoltaic e matla hoo ha ho na tšepo ea ho fokotsa theko ea photovoltaic modules ka nako e khutšoanyane.
Nako ea poso: Jun-15-2022