Ob peb hnub dhau los, CGNPC tau qhib qhov kev sib tw rau lub hauv paus kev yuav khoom ntawm cov khoom hauv xyoo 2022, nrog rau tag nrho cov nplai ntawm 8.8GW (4.4GW kev sib tw + 4.4GW tseg), thiab hnub npaj xa khoom ntawm 4 kev sib tw: 2022/6/30- 2022/12/10.Ntawm lawv, cuam tshuam los ntawm qhov nce ntawm tus nqi ntawmcov khoom siv silicon, tus nqi nruab nrab ntawm 540/545 bifacial modules nyob rau hauv thawj thiab thib ob bids yog 1.954 yuan / W, thiab tus nqi siab tshaj plaws yog 2.02 yuan / W.Yav dhau los, Lub Tsib Hlis 19, Tuam Tshoj General Nuclear Power tau tshaj tawm xyoo 2022photovoltaic modulekhoom thav duab centralized procurement kev tshaj tawm.Qhov project tau muab faib ua 4 qhov kev sib tw, suav nrog tag nrho cov peev txheej ntawm 8.8GW.
Thaum Lub Rau Hli 8, Silicon Kev Lag Luam ceg ntawm Tuam Tshoj Nonferrous Hlau Kev Lag Luam Association tau tshaj tawm cov nqi hloov pauv tshiab ntawm cov hnub ci-qib polysilicon.Piv nrog rau lub lim tiam dhau los, cov nqi pauv ntawm peb hom khoom siv silicon tau nce ntxiv.Ntawm lawv, tus nqi nruab nrab ntawm kev hloov pauv ntawm ib leeg siv lead ua khoom noj tau nce mus rau 267,400 yuan / tuj, nrog rau qhov siab tshaj plaws ntawm 270,000 yuan / tuj;tus nqi nruab nrab ntawm ib qho khoom siv lead ua ntom ntom tau nce mus rau 265,000 yuan / tuj, nrog qhov siab tshaj plaws ntawm 268,000 yuan / tuj;Tus nqi tau nce mus rau 262,300 yuan / ton, thiab qhov siab tshaj plaws yog 265,000 yuan / ton.Qhov no yog tom qab lub Kaum Ib Hlis kawg, tus nqi ntawm cov khoom siv silicon tau nce mus rau ntau dua 270,000 yuan dua, thiab nws tsis deb ntawm tus nqi siab tshaj ntawm 276,000 yuan / ton.
Lub koom haum kev lag luam silicon tau taw qhia tias lub lim tiam no, txhua lub tuam txhab cov khoom siv silicon tau pib ua tiav lawv cov xaj nyob rau lub Rau Hli, thiab txawm tias qee lub tuam txhab tau kos npe rau kev txiav txim thaum nruab nrab Lub Xya Hli.Yog vim li cas vim li cas tus nqi ntawm cov khoom siv silicon tseem nce ntxiv.Ua ntej, silicon wafer cov tuam txhab tsim khoom thiab cov chaw lag luam nthuav dav muaj lub siab xav ua kom muaj kev ua haujlwm siab, thiab qhov xwm txheej tam sim no ntawm kev maj mus yuav cov ntaub ntawv silicon tau ua rau qhov kev thov rau polysilicon tsuas yog nce ntxiv;thib ob, qhov kev thov qis qis tseem muaj zog.Tsis muaj ob peb lub tuam txhab uas oversubscribed txiav txim nyob rau hauv Lub rau hli ntuj nyob rau hauv lub Tsib Hlis, ua rau ib tug tseem ceeb txo nyob rau hauv cov nyiaj tshuav uas yuav tau kos npe rau lub rau hli ntuj.Raws li cov ntaub ntawv tshaj tawm los ntawm Silicon Industry Branch, lub lim tiam no, tus nqi ntau ntawm M6 silicon wafers yog 5.70-5.74 yuan / thooj, thiab tus nqi nruab nrab ntawm kev lag luam tseem nyob ntawm 5.72 yuan / thooj;tus nqi ntau ntawm M10 silicon wafers yog 6.76-6.86 yuan / thooj, thiab kev lag luam yog Tus nqi nruab nrab yog khaws cia ntawm 6.84 yuan / thooj;Tus nqi ntau ntawm G12 silicon wafers yog 8.95-9.15 yuan / thooj, thiab tus nqi nruab nrab ntawm kev lag luam yog khaws cia ntawm 9.10 yuan / thooj.
Thiab PV InfolInk tau hais tias nyob rau hauv kev lag luam huab cua uas cov khoom siv silicon tsis txaus, tus nqi ntawm kev txiav txim raws li kev cog lus mus sij hawm ntev ntawm cov tuam txhab loj yuav muaj luv nqi me ntsis, tab sis nws tseem nyuaj los tiv thaiv tus nqi nruab nrab ntawm kev nce ntxiv. .Tsis tas li ntawd, "cov khoom siv silicon nyuaj nrhiav", thiab cov khoom siv thiab kev xav tau ntawm cov khoom siv silicon nyuaj tsis pom muaj qhov cuam tshuam.Tshwj xeeb tshaj yog rau lub peev xwm tshiab nthuav dav hauv cov txheej txheem rub tawm, tus nqi ntawm cov khoom siv silicon nyob rau txawv teb chaws tseem nyob ntawm tus nqi, uas yog siab dua tus nqi ntawm 280 yuan ib kilogram.Tsis tshua muaj.
Ntawm ib sab, tus nqi nce, ntawm qhov tod tes, qhov kev txiav txim puv.Raws li lub teb chaws fais fab kev lag luam txheeb cais los ntawm Lub ib hlis ntuj mus rau lub Plaub Hlis tso tawm los ntawm lub National Energy Administration nyob rau lub Tsib Hlis 17. Photovoltaic fais fab tiam ranked thawj nyob rau hauv tshiab ntsia muaj peev xwm nrog 16.88GW, ib xyoo-rau-xyoo nce ntawm 138%.Ntawm lawv, lub peev xwm tsim kho tshiab nyob rau lub Plaub Hlis yog 3.67GW, ib xyoos ib zaug nce ntawm 110% thiab ib hlis-rau-lub hlis nce ntawm 56%.Tebchaws Europe tau xa 16.7GW ntawm Suav module cov khoom lag luam hauv Q1, piv nrog 6.8GW tib lub sijhawm xyoo tas los, nce xyoo-rau-xyoo ntawm 145%;Is Nrias teb tuaj txog 10GW ntawm photovoltaic modules hauv Q1, nce 210% xyoo-rau-xyoo, thiab tus nqi ntshuam tau nce 374% xyoo-rau-xyoo;thiab Tebchaws Meskas kuj tau tshaj tawm kev zam rau plaub lub tebchaws Esxias Qab Teb Hnub Tuaj Ob xyoos ntawm ntshuam tariffs ntawm photovoltaic modules, lub photovoltaic khiav txais tos ntau yam txiaj ntsig.
Nyob rau hauv cov nqe lus ntawm peev, txij li thaum kawg ntawm lub Plaub Hlis, lub photovoltaic sector tau ntxiv dag zog, thiab lub photovoltaic ETF (515790) tau rebounded ntau tshaj 40% los ntawm hauv qab.Raws li kev kaw rau Lub Rau Hli 7, tag nrho cov nqi lag luam ntawm photovoltaic sector tag nrho yog 2,839.5 billion yuan.Lub hli dhau los, tag nrho ntawm 22 cov khoom lag luam photovoltaic tau muag los ntawm cov nyiaj Northbound.Raws li kev xam cov nqi nruab nrab ntawm cov nqi sib pauv hauv qhov ntau, LONGi Green Energy thiab TBEA tau txais kev yuav khoom ntawm ntau tshaj 1 billion yuan los ntawm Beishang cov nyiaj, thiab Tongwei thiab Maiwei shares tau txais kev yuav nyiaj ntau dua 500 lab yuan los ntawm Beishang cov nyiaj. .Western Securities ntseeg tias txij li xyoo 2022, qhov ntim ntawm cov phiaj xwm kev sib tw tau tawg, thiab qhov ntsuas nyob rau lub Ib Hlis, Peb Hlis, thiab Plaub Hlis tag nrho tshaj 20GW.Txij Lub Ib Hlis Ntuj txog Lub Plaub Hlis 2022, qhov kev sib tw sib tw ntawm cov phiaj xwm photovoltaic yog 82.32l, ib xyoos ib zaug nce ntawm 247.92%.Tsis tas li ntawd, National Energy Administration tau kwv yees tias daim phiaj tshiab photovoltaic tshiab yuav ncav cuag 108GW hauv 22 xyoo, thiab cov haujlwm tam sim no hauv kev tsim kho yuav ncav cuag 121GW.Piv txwv tias tus nqi ntawm cov khoom nyob rau hauv ib nrab ntawm lub xyoo yog tseem siab, nws yog conservatively kwv yees hais tias lub domestic ntsia muaj peev xwm yuav ncav cuag 80-90GW, thiab lub domestic kev lag luam xav tau muaj zog.Lub ntiaj teb no photovoltaic thov muaj zog heev uas tsis muaj kev cia siab ntawm kev txo tus nqi ntawm photovoltaic modules nyob rau hauv lub sij hawm luv luv.
Post lub sij hawm: Jun-15-2022