hoʻolauna:
I ke ahiahi o ka la 30 o Okatoba,photovoltaic alakaʻi i ka LONGi'ōmaʻomaʻo ikehu (601012.SH) hoʻokuʻu 2023 ekolu hapaha makahiki kālā hopena, ka hui i ike hana i ka loaʻa kālā o 94.100 ieeeea?ʻo ka hapaha mua ʻekolu e loaʻa ai ka waiwai ʻupena o 11.694 biliona yuan, kahi piʻi o 6.54% i kēlā me kēia makahiki;o ka mea, i ke kolu o ka hapaha e hoʻokō i ka loaʻa kālā hana o 29.448 billion yuan, iho 18.92%;ʻekolu hapaha e loaʻa ai ka loaʻa kālā o 2.515 biliona yuan, ma lalo o 44.05% makahiki-ma-makahiki.18.92%;ʻO ke kolu o ka hapaha i ʻike i ka loaʻa kālā o ka 2.515 biliona yuan, kahi emi o ka makahiki ma ka makahiki o 44.05%.
ʻO ka hoʻonui ʻana i ke kaulahao ʻoihana holoʻokoʻa, nā ʻoki kumukūʻai, ka hopena i ka hana nāwaliwali
Me hephotovoltaic ʻO ka waiwai nui o ka mākeke o nā ʻoihana kiʻekiʻe loa, akā i loko o ka wafer silika, pākaukau, module ʻekolu mau loulou i ka mana hana, ua helu ʻia nā moku i waena o ka luna o ka hoʻohui ʻana o ke alakaʻi, ua manaʻo mau ʻia nā hopena hana LONGi Green Energy e like me kekahi o ka ʻoihana. wind vane, ke kaulahao o ka oihana i uka a me lalo o ka hana ana o ke kumu kuai waiwai o na oihana he nui no hoi i oi aku ka hopena.
Wahi a ka hōʻike, ʻoiai ʻo ka ulu ʻana o ka makahiki ma ka makahiki i ka hana a me ke kūʻai ʻana i kākoʻo i ka ulu maikaʻi o ka loaʻa kālā a me ka loaʻa kālā o LONGi Green Energy i nā hapaha mua ʻekolu, ʻo ka makahiki-ma-makahiki a me ka makahiki-ma-makahiki hana ma. ʻoi aku ka nāwaliwali o ke kolu o ka hapaha ma mua o ka manaʻo o ka mākeke.Hōʻuluʻulu ka hōʻike i nā kumu nui o ka emi ʻana o ka loaʻa kālā e like me kēia: ka emi ʻana o ka loaʻa kālā a me ka loaʻa kālā hoʻololi, ka piʻi ʻana o ka poho waihona, ka piʻi ʻana o nā lilo noiʻi a me ka hoʻomohala ʻana, a me ka hopena o ka hoʻokō wikiwiki ʻana i ka uku ma muli o ka mahele.He pane kūpono kēia i ke kūlana o kēia manawa o ke kaulahao ʻoihana PV overcapacity a me ka emi ʻana o ke kumukūʻai.
Ma ka upstream silicon link, LONGi Green Energy ka loaʻa pololei mai ka loaʻa kālā o ke komo ʻana ma Yunnan Tongwei, ma muli o ka emi mau ʻana o ke kumukūʻai o ke silika i kēia makahiki, ʻo ka hapa o ka loaʻa kālā he haʻahaʻa.Wahi a ka hōʻike, ua hāʻule ka loaʻa kālā o ka hui mai nā hui a me nā ʻoihana hui i 32.2% i kēlā me kēia makahiki.
Ma ke ʻano he "nui", ʻoi aku ka maikaʻi o ka ʻoki ʻana i nā kumu kūʻai silika i ke ākea ākea ākea, akā ʻo ka loulou wafer silika ma muli o ka overcapacity o ka ʻoihana ma muli o ka nalu o ka hoʻemi ʻana o ke kumukūʻai akā ua hele mai ma mua o nā mea silika "haʻahaʻa".
ʻO ka hōʻike kālā kālā LONGi Green Energy, me ka hoʻonui wikiwiki ʻana i ka mana hana hou ma nā ʻāpana āpau o ke kaulahao ʻoihana a me ka hoʻomau mau ʻana o nā kumukūʻai kaulahao ʻoihana, ua hoʻoikaika hou ka hoʻokūkū ʻoihana PV.Wahi a ka ʻikepili hou loa o Info Link, ʻo ka P-type M10, N-type 182mm monocrystalline silicon wafer awelika kūʻai kumukūʻai o 2.54 yuan / slice, 2.59 yuan / slice, ke hoʻohālikelike ʻia me ka hoʻomaka o ka makahiki i lalo o 25%.Ke ʻōlelo nei kekahi poʻe ʻoihana ʻoihana ʻoi aku ka liʻiliʻi o ka hana holoʻokoʻa o ka mea kanu wafer silika ma mua o 80%, i mea e hoʻopaʻa ʻia ai ka nui o ka loina, nui nā mea hana e makemake e hoʻouna i nā kumukūʻai haʻahaʻa. ua hoʻopaʻa ʻia i ka wā hoʻomaha o kekahi mau ʻoihana.ʻOiai ka manaʻo o kēia manawa o ka LONGi ʻōmaʻomaʻo silika wafer hoʻomaka pākēneka i hoʻopilikia ʻia e ka mea liʻiliʻi, akā ʻo ka hoʻomau ʻana i nā kumukūʻai haʻahaʻa ʻike maopopo i kāna mau waiwai.No ke au o ka ha o ka hapaha, Jibang Consulting hoʻoholo i ka wafer kumukūʻai ma luna o ka papa, downstream kuai koi shrinkage, ka upstream koina aoao o ka nele o ke kākoʻo, wafer kumu kūʻai 'ole e paʻakikī e hooki i ka iho au.
ʻO kekahi kūlana koʻikoʻi o LONGi nā ʻāpana ikehu ʻōmaʻomaʻo e kū pū ana i ka hopena pālua o ka overcapacity a hāʻule nā kumukūʻai.Wahi a ka hōʻike kālā, i nā hapaha mua ʻekolu o 2023, ua ʻike ʻo LONGi Green Energy i nā moku monocrystalline o 43.53GW, nona ka 16.89GW o nā ʻāpana i hoʻouna ʻia i ke kolu o ka hapaha, ʻoiai ʻo ka hoʻomaikaʻi ʻana i ka makahiki, akā ʻoi aku ka liʻiliʻi ma mua o ka mea i manaʻo ʻia. i kona mana hana, ua puka mai ka pilikia o ka waihona waihona waihona.A ʻo ka mākeke kumu kūʻai o kēia manawa ʻaʻole i hoʻopili wale ʻia ka LONGi ʻōmaʻomaʻo o ka ikehu mea hoʻouna, akā ua hoʻohaʻahaʻa i kāna waihona.Ma mua, ʻo ke kolu o ka hui ʻo Huadian Group's 2023 PV module collection bidding he haʻahaʻa haʻahaʻa haʻahaʻa o $0.993/W.Wahi a ka ʻikepili a InfoLink, ʻoi aku ka haʻahaʻa o ke kumukūʻai hoʻokō ʻāpana e like me $1.05/W.Ma ka pane ʻana i kēia kūlana, ʻo Liu Yuxi, ka pelekikena o LONGi Green Energy ka ʻāpana ʻāpana o Kina, i ʻōlelo ai i ka lehulehu ua ʻoi aku ka emi ʻana o ke kumukūʻai o kēia makahiki ma mua o nā manaʻo mua loa o ka ʻoihana, a aneane hiki ke kapa ʻia he "panic fall", a ʻōlelo ʻo ia. Ua hāʻule nā kumukūʻai ʻāpana ma lalo o 1 yuan ʻo ia ke kumu kūʻai maoli.Ua kuhikuhi pololei ʻo Liu Yuxi i ke kaua kumukūʻai o kēia manawa i ka mana hoʻopunipuni wahaheʻe, silika, kiʻiʻoniʻoni, ʻokiʻoki a me nā mea ʻē aʻe i makemake ʻole ʻia, he hopena maikaʻi ʻole ka ʻoihana holoʻokoʻa.
E hoʻomau i ka bet ma ke ala ʻenehana pākaukau BC, ʻike ʻia ka loaʻa kālā
Ma waho aʻe o ka nalu o ka hoʻonui ʻana i ka hana, ke kaua kumukūʻai, ka hapa ʻelua o kēia makahiki, ʻo ka hanana kiʻekiʻe loa o ka ʻoihana PV ʻo ia ka LONGi hoʻolaha kūhelu o ka pili ʻana ma ke ala ʻenehana pākaukau BC, ma mua o ka nānā ʻana o ka titanium media app i ke kūlana kūpono. (A pau i loko o BC pākaukau.)!"E lele kiʻekiʻe ana ka hae o LONGi, ma hea kahi e hele ai ka mele PV? Kiola hou ʻo LONGi i ka hoʻolaha koʻikoʻi o ke ala BC,photovoltaicke hoʻomaka nei ke kaua ala pākaukau).
Ma ke kolu o ka hapaha makahiki, ua hōʻike hou ʻo LONGi Green Energy i kona manaʻo paʻa e hoʻomohala ikaika i ka ʻenehana BC, e hōʻike ana ua hoʻomau ka ʻoihana i ka hoʻonui ʻana a me ka hoʻomohala ʻana o ka ʻenehana BC kiʻekiʻe i ka wā hōʻike, a hoʻomau i ka hoʻomaikaʻi ʻana i ka hua a me ka huli ʻana. ka pono o nā huahana HPBC i ka hana nui.Me ka noiʻi hohonu a me ka hoʻomohala ʻana o ka ʻenehana BC kiʻekiʻe a me ka holomua o ke kūkulu ʻana i ka mana hana, manaʻo ʻia ka mana hana o nā cell HPBC pro kiʻekiʻe e hoʻokomo i ka hana ma ka hopena o 2024.
Eia nō naʻe, i kēia manawa, i ka hoʻopaʻapaʻa ʻana o ke kolu o ka hanauna N-type ʻenehana alahele, ʻoi aku ka maikaʻi o ka hana hoʻomoana o TOPCon.
Wahi a ka hui i hoʻokuʻu koke ʻia i nā hopena kālā, ʻo TOPCon hoʻomoana "ka mea lawe hae" Jinko Solar (688223.SH) i nā hapaha mua ʻekolu o ka loaʻa kālā o 85.097 billion yuan, he piʻi o 61.25% makahiki-ma-makahiki;e hoʻokō i ka loaʻa kālā o 6.354 biliona yuan, kahi hoʻonui o 279.14% makahiki-ma-makahiki.Ma waena o lākou, ua loaʻa i ke kolu o ka hapaha ka loaʻa kālā o ka 2.511 biliona yuan, i ka 225.79% o ka makahiki ma ka makahiki.Ua ʻōlelo pū ka hui ʻo ka hoʻonui ʻana i ka māhele o nā moku ʻano N-type kekahi o nā kumu nui o ka hoʻonui ʻana i ka loaʻa kālā.ʻO kekahi kanaka nunui Trina Solar (688599.SH) i pāpālua i kāna loaʻa kālā ma nā hapaha mua ʻekolu, me ka loaʻa ʻana o ka loaʻa kālā o 1.537 biliona yuan ma ke kolu o ka hapaha, kahi hoʻonui makahiki-ma-makahiki o 35.67%.Ma waho aʻe o ka mea i luna i loko o ka pākaukau, loaʻa nā ʻāpana i kahi hoʻolālā hohonu o ka ʻoihana, e kālele ana i ka pākaukau TOPCon Junda shares (002865.SZ) loaʻa hoʻi i ka loaʻa ʻana o ka waiwai waiwai o ka ulu ʻana i manaʻo nui ʻia, ʻo ka ʻekolu hapaha mua o ka loaʻa kālā ma ka makahiki. -makahiki ulu o 299.21%, o ke kolu o ka hapaha i lele 396.34%.
I kēia manawa, ke piʻi nei ka wikiwiki o ka pākaukau photovoltaic, ke hoʻomau nei ke kolu o ka hanauna o ka mākeke N-type, "hoʻololi o nā dynasties" i kēlā manawa, ua hoʻopuka ʻo LONGi Green Energy i ka nui o nā kumukūʻai R&D ma ka loaʻa kālā. o ke ala ʻenehana BC, inā paha e alakaʻi i ka hoʻonui ʻana i nā huahana TOPCon, "e kulou ana i ke ala e hoʻopaʻa ai! "Ke ʻike ʻia nei.
Ma waho aʻe o ka ʻike ma luna, ua hōʻike pū ka hōʻike kālā i ke kahe kālā o ka ʻoihana mai nā hana hana i ke kolu o ka hapaha i hoʻemi ʻia e 54,23%, ma muli o ka nui o ka hoʻonui ʻana i nā uku hana i hoʻonui ʻia, ʻo ka emi ʻana o nā loaʻa mua.Eia hou, e like me ka Oriental Wealth Choice ikepili, ka waiwai impairment poho o ka hui o 1.099 biliona yuan ma ke kolu o ka hapaha, he piʻi o 852 miliona yuan i hoʻohālikelike ʻia i ka manawa like i ka makahiki i hala.
ʻOkakopa 30 ma mua o ka hōʻike ʻana o ke kolu o ka hapaha hōʻike, ua pani ʻia ka LONGi ʻōmaʻomaʻo ikehu kumu kūʻai ma 25.16 yuan / kaʻana, ma luna o 0.72% ma luna o ka lā kālepa mua, ke hoʻohālikelike ʻia me ka hoʻomaka ʻana o ka makahiki 49.08 yuan / kaʻana o ka wahi kiʻekiʻe ua hāʻule 48.8 %;ka huina kuai capitalization o 190.7 billion yuan, oiai no kaphotovoltaicplate absolute "chair", akā i hoʻohālikelike ʻia me ka waiwai kūʻai o ka ʻoi aku ma mua o 500 billion yuan ma 2021, ʻoi aku ka nui o ka mākeke o ka hui ma mua o 500 billion yuan.ʻO 2021 ʻoi aku ma mua o 500 biliona waiwai o ka mākeke ua emi iho ma mua o 60%.
Ma ka hōʻike hōʻike ʻekolu hapaha i ka manawa like, ua hoʻolaha pū ʻo Longi Green Energy i ka manaʻo o ka luna o ka hui ʻo Zhong Baoshen e 100 miliona yuan - 150 miliona yuan e hoʻonui i nā ʻāpana o ka hui, e like me ʻOkakopa 30, 2023, Zhong Baoshen paʻa 98,358,300 mau ʻāpana. ka hui, e helu ana i ka huina o na mahele o ka hui 1.3%.Ua ʻōlelo pū ʻo Longi Green Energy, ʻo ka hoʻonui ʻana o Zhong Baoshen ma muli o ka hilinaʻi i ka hoʻomohala ʻana a paʻa o ka ʻoihana i ka wā e hiki mai ana a me ka ʻike ʻana i ka waiwai hoʻopukapuka wā lōʻihi, me ka manaʻo o ka mālama ʻana i ka pono o nā mea kuleana a hoʻonui i ka hilinaʻi o nā mea hoʻopukapuka.
Tag: #Longi #photovoltaic#Longiprice #Longi mark down #Longi overcapacity
Ka manawa hoʻouna: Nov-14-2023