Tun daga farashin kayan polysilicon a tsakiyar zuwa ƙarshen Janairu, “tsarin hasken ranazai tashi” an ambata. Bayan bikin bazara, a fuskar canjin farashin da aka samu ta hanyar ci gaba da karuwar farashin kayan siliki, baturi, matsin lamba na kamfanonin hasken rana ya ninka, tayin kwanan nan ya ba da amsa "ƙarin farashin".
A ranar 26 ga Fabrairu, a cikin samfurin samar da wutar lantarki na samar da sarkar samar da kayayyaki ta Shandong Zhongyan.HJTaka lissafta mafi girman kaso, kuma manyan siliki wafers da batura sune manyan. Ƙididdigar ƙididdiga ita ce 0.82-0.88 yuan / W tare da matsakaicin 0.8514 yuan / W; Sashi na 2 shine 0.861-0.92 yuan / W tare da matsakaicin 0.8846 yuan / W; Sashi na 3 shine yuan 1.03-1.3 / W tare da matsakaicin yuan 1.116 / W.
A ranar 27 ga Fabrairu, a tsakiyar sayan kayan aikin samar da wutar lantarki na Yunnan Energy Investment New Energy Investment and Development Co., Ltd., farashin siyarwa ya zarce yuan / W 0.9, kuma matsakaicin ya kasance yuan / W 0.952. Ƙirar farashin kashi ya zama Ƙarshen da aka riga aka sani, sarkar masana'antu na gab da ɗauka.
Dalilan hauhawar farashin kayayyaki na hasken rana sune: aikin yana farawa bayan bikin bazara, buƙatun ɗan gajeren lokaci yana ƙaruwa; wafer silicon da farashin baturi yana ƙaruwa kaɗan; wasu kamfanoni suna haɓaka haɓakar farashin sarkar masana'antu don rage matsin daidaita farashin.
A farkon rabin shekarar 2024, farashin sarkar masana'antu za su kasance cikin yanayi mai cike da rudani. A nan gaba, tare da kawar da iyawar samar da baya, masana'antun masana'antu za su matsa zuwa wani sabon ma'auni. Bugu da ƙari, tare da ci gaba da ci gaba da fasaha na fasaha da kuma ƙaddamar da ƙarfin samarwa, sarkar masana'antar photovoltaic kuma tana fuskantar manyan canje-canje. Adadin abubuwan haɗin HJT (heterojunction) ya ƙaru sannu a hankali, kuma manyan silikon wafers da batura sun zama al'ada, wanda ke gabatar da manyan buƙatu don haɓaka ƙarfin samarwa na masana'antu masu alaƙa. A lokaci guda kuma, wasu kamfanonin layi na farko da na farko a fili sun daina shiga gasar kasuwar nau'in p-type kuma suna mai da hankali kan kasuwar nau'in n, wanda kuma zai yi tasiri ga tsarin kasuwa.
Dangane da farashin sarkar masana'antu, ko da yake an sami karuwar farashin kwanan nan, hakan ma lamari ne mai ma'ana. Kamfanoni a cikin duk hanyoyin haɗin gwiwa suna buƙatar jin daɗin riba mai ma'ana, don ba da gudummawa ga ingantaccen ci gaban sarkar masana'antar hotovoltaic da haɓaka haɓakar fasaha. A nan gaba, tare da kawar da sannu-sannu na iya samar da baya, sarkar masana'antu za ta motsa a hankali zuwa wani sabon ma'auni.
Gabaɗaya, sarkar masana'antar hotovoltaic a farkon rabin 2024 za ta fuskanci wasu ƙalubale da dama. Kamfanoni suna bukatar su mai da hankali sosai kan yanayin kasuwa, daidaita dabarunsu da daidaitawa ga canje-canje don samun ci gaba mai dorewa. Har ila yau, gwamnati da sassan da suka dace suna buƙatar ƙarfafa kulawa, inganta haɓaka masana'antu da sauye-sauye, da kuma ba da gudummawa mai yawa ga ci gaban lafiya na masana'antar photovoltaic da inganta tsarin makamashi na duniya.
Lokacin aikawa: Fabrairu-28-2024