Na'urar daukar hoto "hargitsi" yana farawa

Solar panel 2 A halin yanzu, babu wani zance da zai iya nuna babban matakin farashinhasken rana panels.Lokacin da bambance-bambancen farashin manyan masu saka hannun jari 'tsakanin sayayya ya tashi daga 1.5xRMB/watt zuwa kusan 1.8RMB/ watt, farashin al'ada na masana'antar photovoltaic kuma yana canzawa a kowane lokaci.

 

Kwanan nan, ƙwararrun pv sun koyi cewa duk da cewa yawancin abubuwan da aka keɓance na siyayya don samfuran hotovoltaic har yanzu ana kiyaye su a 1.65.RMB/ watt ko ma kusa da 1.7RMB/ watt, a cikin farashi na ainihi, yawancin kamfanonin zuba jari za su yi amfani da zagaye da yawa na shawarwarin farashin tare da kayayyaki.Masana'antun sun sake yin shawarwarin farashin.Kwararrun PV sun koyi cewa wani mai ƙirar ƙirar ƙirar farko-ma yana da farashin ma'amala na 1.6RMB/ watt, yayin da wasu masana'antun kera na biyu da na uku na iya bayar da ƙarancin farashi na 1.5X.RMB/watt.

 

Daga ƙarshen 2022, sashin ƙirar zai shiga wani mataki na gasa mai tsanani.Ko da yake farashin polysilicon ya ci gaba da tabarbarewa ko ma ya tashi kadan bayan bikin bazara, har yanzu ba zai iya canza yanayin koma baya na farashin sarkar masana'antu ba.Tun daga wannan lokacin, an fara gasar farashin farashi a cikin hanyoyin haɗin gwiwa daban-daban.

 

A gefe guda kuma, za a iya ganin cewa, a wannan shekarar da aka bude manyan kasuwannin hada-hadar saye da sayar da kayayyaki, yawan kamfanonin da ke hada-hadar kayayyaki ya karu matuka, kuma wasu kamfanonin da suka bayar da kwangilar sun kai kimanin kamfanoni 50, kuma an samu sabbin fasahohin da dama. , akai-akai samun umarni daga kamfanoni na tsakiya tare da dabarun farashi mai rahusa;A gefe guda kuma, girman sashin tsarin yana da bambanci sosai.Daga martabar jigilar kayayyaki ta 2022 da Infolink ta fitar kwanakin baya, ana iya ganin cewa jigilar kayayyaki na masana'antun TOP4 sun yi nisa, duk sun zarce 40GW.Duk da haka, tare da karuwar sababbin masu shiga, jigilar kayayyaki na kayayyaki Har ila yau, matsin lamba yana ƙara bayyana.A cikin yanayin samar da isassun ƙarfin samar da kayayyaki, gasar da ake yi a sassan sassan sun fi nunawa a cikin farashin, wanda kuma shine tushen dalilin "hargitsi" a halin yanzu a cikin maganganun masana'antu.

 

Dangane da martani daga masana'antar, "Ya kamata a yi la'akari da ƙididdiga na yanzu bisa ga wurin aikin, ci gaban aikin, har ma da matsayin kammala aikin da ya gabata na jagoran aikin.Ko kwatancen da kamfani ɗaya ya bayar na ayyuka daban-daban ba iri ɗaya ba ne.Kamfanoni da masana'antu Bambancin zance a tsakanin su ya ma bambanta.Haɓaka farashin galibi don ci gaba da samun riba mai ma'ana, yayin da ƙarancin ƙima shine babbar hanyar wasu kamfanoni don karɓar umarni.Idan akwai wani canji a cikin sarkar samar da kayayyaki, babban dabarun da kamfanoni ke dauka shi ne rage saurin sake zagayowar kayayyaki har sai an rage farashin sama kafin bayarwa.”

 

A zahiri, ana iya hango bambance-bambancen farashin abubuwan da aka gyara daga siyan manyan masana'antu na tsakiya.Tun daga farkon kwata na farko, kamfanin zuba jarin wutar lantarki na Jihohi, Huaneng, Huadian, Kamfanin Nukiliya na kasar Sin, da kiyaye makamashin kasar Sin da sauran kamfanoni mallakar gwamnati, sun samu nasarar kammala aikin ba da kwangilar samar da wutar lantarki fiye da 78GW.Yin la'akari da matsakaicin matsakaicin ƙididdiga na kamfanoni masu siyarwa, farashin ƙirar ya kusan 1.7+RMB/watt A hankali ya faɗi zuwa 1.65 na yanzuRMB / watt ko haka.

 

 

 

Kodayake farashin yana nuna yanayin ƙasa, bambancin farashin tsakanin manyan farashi da ƙananan farashin kamfanoni ya ragu daga kusan 0.3.RMB/watt zuwa kusan 0.12RMB/ watt, sannan ya tashi zuwa 0.25 na yanzuRMB/watt.Misali, kwanan nan, farashin bude kasuwar Xinhua Hydro ta 4GW, mafi ƙarancin farashi ya kasance 1.55.RMB/ watt, kuma mafi girman farashin ya kai 1.77RMB/watt, tare da bambancin farashin fiye da 20 cents.Halin ya yi daidai da farashin samfuran 8GW na PetroChina da na'urorin 2GW na CECEP.

 

Yin la'akari da jimlar ƙididdiga a wannan shekara, kamfanonin manyan kamfanonin sun dogara da fa'idodin samfuran su don bayar da ƙima mai girma, waɗanda aka kiyaye su sama da matsakaicin farashin farashi na manyan masana'antu.Domin karbar umarni, kamfanoni masu kashi na biyu da na uku suna cin gajiyar raguwar farashin masana'antu, kuma adadin abubuwan da aka ambata suna da yawa.Tsattsauran ra'ayi, mafi ƙasƙanci mafi ƙasƙanci na duk manyan masana'antu na tsakiya sun fito ne daga kamfanonin sassa na biyu da na uku.Musamman yayin da adadin kamfanonin da ke ci gaba da karuwa, abin da ya faru na rikice-rikice na "farashin" ya zama mafi bayyane.Misali, farashin kayan aikin wutar lantarki na China Power Construction na 26GW, wanda ke da kusan kamfanoni 50 da ke halartar taron, yana da bambancin farashin kayayyakin da ya wuce 0.35.RMB/watt.

 

Idan aka kwatanta da tashar wutar lantarki ta ƙasa, farashin a cikin kasuwar hoto da aka rarraba ya dan kadan.Wasu masu rarrabawa sun gaya wa kamfanonin photovoltaic cewa farashin sayan na yanzu na babban kamfani ya kai fiye da 1.7RMB/ watt, yayin da farashin aiwatarwa na baya ya kasance kusan 1.65RMB/ watt , idan ba za ku iya karɓar karuwar farashin abubuwan haɗin gwiwa ba, kuna buƙatar jira har zuwa Mayu don aiwatar da farashin 1.65RMB/watt.

 

A gaskiya ma, masana'antar photovoltaic sun fuskanci rikice-rikice a cikin abubuwan da aka ambata a lokacin da aka rage farashin masana'antu.A farkon 2020, yayin da farashin kayan silicon ya ci gaba da faduwa, an ci gaba da fara siyar da manyan kamfanoni a cikin kwata na farko.A wancan lokacin, mafi ƙarancin zance a cikin masana'antar ya kai kusan 1.45RMB/ watt, yayin da babban farashin ya kasance a kusan 1.6RMB/watt.A karkashin halin da ake ciki yanzu, kamfanoni na biyu da na uku sun shiga cikin jerin kamfanoni na tsakiya tare da ƙananan farashi.

 

Farashin farashi bayan fara zagaye na rage farashin har yanzu yana farawa daga kamfanoni na biyu da na uku.Kamfanonin manyan kamfanoni suna da fa'ida ta alama kuma suna fatan za su faɗaɗa ribar da ke gefen ɓangaren.Duk da cewa kwatancen yana da yawa, saboda haɗin gwiwar da aka yi a baya tare da kamfanonin gwamnatin tsakiya, samfuran da suka dace na iya kawar da amincin amincin kamfanonin na tsakiya.Domin yin gasa don oda da matsi a cikin gajeriyar jeri, kamfanoni na biyu da na uku suma sun shigar da kasuwa daidai gwargwado tare da ƙananan ƙididdiga.Wasu masu saka hannun jari a tashar wutar lantarki sun ce, "Ingantattun sassan masana'antu na biyu da na uku na iya zama dole ne kasuwa ta tabbatar da ingancinsa, amma gabaɗayan adadin dawo da hannun jarin tashar wutar lantarki dangane da farashin kayayyaki kusan iri ɗaya ne."

 

Yaƙin rikice-rikice na farashin sassa yana da alaƙa da alaƙa da wasan tsakanin masana'antu na sama da na ƙasa.Infolink's view, farashin silicon kayan zai har yanzu kula da wani kasa Trend na dogon lokaci, amma farashin silicon wafers ba a muhimmanci sassauta saboda samar da matsalar, amma ya kai ga kololuwa na wannan zagaye na farashin hawa da sauka, kuma Ana kuma sa ran daidaita farashin wafers na siliki tare da wafers ɗin siliki don kawo ƙarshen sake zagayowar.Rudani na ɗan gajeren lokaci na farashin kayayyaki ba ya hana ci gaban yanayin raguwar farashi a duk shekara, kuma wannan kuma zai goyi bayan buƙatun shigarwa na hotovoltaics a wannan shekara.

 

Abin da ya bayyana a fili shi ne cewa duk sassan masana'antu har yanzu suna fafatawa don 'yancin yin magana game da farashin, wanda shine daya daga cikin dalilan da ke haifar da babban bambanci.Koyaya, ci gaba da hauhawar farashin ba shakka zai haifar da matsala ga manyan siye da sayayya.Ya kamata a yi la'akari da haɗarin wadata na gaba da kyau.


Lokacin aikawa: Afrilu-22-2023