Yepamusoro makumi maviri PV Module Yekutumira Zviyero zveMatatu Matatu ekutanga e20 Yakaburitswa!

Yepamusoro makumi maviri PV Module Yekutumira Zviyero zveMatatu Matatu ekutanga e20 Yakaburitswa.

Kupinda muchikamu chechitatu, mitengo muPV indasitiri cheni yakadzokororwa kwenguva pfupi asi yakadzokera kune yakaderera maitiro nekuda kweiyo inventory uye kugovera-kuda simba. Panyaya yekubhidha kwemodule, mabhureki anotungamira (Pamusoro 4) uye mabhureki ari kusimukira (Pamusoro 5-9) akaramba achitonga, achiwanzohwina mabhidhi. Makambani akadai seJinkoSolar, Yingli, Risen, GCL, uye GS-Solar akawanawo mhedzisiro inooneka. Panyaya yemitengo, mitengo yakaderera yekubhidha yep-mhando uye n-mhando modules yaive 0.9933 RMB/W uye 1.08 RMB/W, zvichiteerana. Mamwe makambani akatotora mutengo mumwechete wen-mhando uye p-mhando mamodule mukubhidha, izvo zvakaunza mufaro kune vazhinji vePV indasitiri nyanzvi.

Zvinoenderana nedata rakaburitswa neBazi reIndasitiri uye Ruzivo rweTekinoroji, kubva muna Ndira kusvika Nyamavhuvhu gore rino, kugadzirwa kwesilicon kweChina kwakapfuura 839,500 matani, kugadzirwa kwesilicon wafer kwakapfuura 352.3 GW, kugadzirwa kwesero kwakapfuura 309.2 GW, uye kugadzirwa kwemodule kwakapfuura 280.7 GW, zvese zvichiratidza. kukura kwakakosha kwegore negore. Panyaya yekuisa, data kubva kuNational Energy Administration inoratidza kuti magetsi ezuva matsva eChina akasvika 128.94 GW kubva muna Ndira kusvika Gunyana. Kunyangwe kuisirwa kutsva kwemwedzi muna Nyamavhuvhu naGunyana kwakaratidza kudzikira zvishoma, vakateya hwaro hwakasimba hwekukura kwemusika kwegore rose. Zvinotarisirwa kuti magetsi ezuva matsva eChina asvike 150-160 GW (AC) gore rino, uye magetsi epasi rose ezuva anotarisirwa kusvika pa450 GW (DC), zvichiisa rekodhi nyowani.

Mushure memavhiki maviri ekutaurirana, kutsvagisa, uye kusimbiswa neSolarbe.com neSolarbe Consulting, iyo PV module yekutumira masanji emakambani eChinese PV atakawana ndeaya:

█ Iwo marenji eanotungamira uye ari kusimukira mabhureki anoramba akagadzikana, aine shanduko shoma muzvinzvimbo.

Iine mukana wayo mun-mhando indasitiri cheni dhizaini uye kuzivikanwa kwemhando mumisika yemhiri kwemakungwa, JA Solar yakatonga makwikwi nekutakura ma module anodarika makumi mashanu neshanu GW muzvikamu zvitatu zvekutanga, ichipfuura vakwikwidzi vayo. Longi, Tongwei, uye JA Solar's module's shipments muzvikamu zvitatu zvekutanga zvaive zvakare pedyo nezera rakazara regore rapfuura, uye vanotarisirwa kuzadzisa zvinangwa zvavo zvepagore pasina kumanikidzwa kwakawanda.

Pakati pemhando dziri kusimukira, Tongwei pasina mubvunzo ndiye anopikisa akasimba, ane imwe-kota moduli yekutumira ingangoita 11 GW uye kutumirwa kwese kwe21-22 GW muzvikamu zvitatu zvekutanga, kuchengetedza nzvimbo yechitanhatu. Zhejiang Jinko Solar yakaratidzawo kukwikwidza kwakasimba, kutora chikamu mukubhidha nekupa zviitwa, kutora mukana wega wega, uye kuwana module yekutumira inosvika makumi maviri GW muzvikamu zvitatu zvekutanga.
█ Maodha ari kuwedzera kutariswa pakati pevanotungamira uye vari kusimukira mhando, uye zvinangwa zvekutumira zvakagadziridzwa zvinoenderana.

Pundutso muindastiri inonyanya kuyerera ichipinda musilicon wafer uye maseru zvikamu mukota yechitatu. Mabhizinesi akatotanga indasitiri yakazara cheni anowanzo kunakidzwa nemamwe mabhenefiti emutengo. Pamusoro pezvo, takaona kuti mamwe mabhurendi ari kutungamira uye ari kusimukira anobira nemitengo yakaderera uye anopa nekukurumidza mushure mekuhwina mabhidhi, nekudaro achiwana musika wakakura.

Semuenzaniso, muzvikamu zvitatu zvekutanga, iyo yakazara module yekutakura yevagadziri ina yepamusoro yakasvika ingangoita 180 GW, inoverengera inopfuura makumi mashanu muzana emusika. Iwo makuru mapfumbamwe emhando yepamusoro akawana akasanganiswa module kutumira inopfuura 50 GW, inodarika 275% yezvinodiwa zvemusika wepasi rose, zvichisiya nzvimbo shoma kune mamwe makambani.

Zvichienzaniswa neshumo yapfuura, zvinogona kucherechedzwa kuti mamwe mabhureki anotungamira uye ari kusimukira akasimudza tarisiro yavo yekutumira yegore, nepo mamwe echipiri uye echitatu-tier mhando dzakagadzirisa zvine mwero zvinangwa zvavo zvichienderana nekuongororwa kwemitengo yekupedzisa. Zvinotarisirwa kuti chikumbaridzo cheTop 10 chiyero chinogona kusvika 10 GW, uye chikumbaridzo cheTop 20 rankings chinogona kudarika 4 GW.

█ N-mhando tekinoroji inoramba iri iyo huru nzira muindasitiri.

Nezve nzira dzemberi dzetekinoroji, makambani mazhinji akasarudza n-mhando tekinoroji, ine TOPCon ichipfuura zvakajeka HJT. Zvichienderana nedata rakapihwa nemakambani emodule, chikamu chen-mhando yekutumira module muzvikamu zvitatu zvekutanga chaive chakakwira kana pedyo ne40% kumakambani akaita seJA Solar, Zhejiang Jinko Solar, Aikosolar, Shangde, neCSUN. Nekudaro, kune zvakare mashoma makambani ane n-mhando module zvikamu zvakatenderedza 10%.

Zvinokosha kucherechedza kuti anenge ese achangobva kuvakwa masimba emabhizinesi ari kunangana nemhando yepamusoro-n-mhando maseru, uye mamwe makambani akatoisa zvinangwa zvekusimudzira zven-mhando tekinoroji muna 2024. Zhejiang Jinko Solar akataura kuti 90% yekutakura kwavo module. gore rinouya richange riri n-type modules. Aikosolar, GCL, uye Sunshine Energy vakawedzerawo zvinangwa zvavo zvechikamu chen-mhando yekutumira module kusvika 75%, 70%, uye 60%, zvichiteerana. JA Solar haisati yapa chinangwa chaicho chekutumira n-mhando module muna 2024, asi n-type module yegore rino haisi pasi pe60%, zvichiratidza kuti ichakwira gore rinouya.