Kusibuyekezo esisha sangeviki se pv umagazini, I-OPIS, inkampani ye-Dow Jones, inikeza ukubuka okusheshayo kwezitayela zamanani eziyinhloko embonini ye-PV yomhlaba wonke.
I-Chinese Module Marker (CMM), ukuhlolwa kwebhentshimakhi ye-OPIS yamamojula e-TOPCon avela e-China kwahlolwa ngo-$0.100/W, kwehle ngo-$0.005/W isonto nesonto. Izintengo zemojuli ye-Mono PERC zihlolwe ku-$0.090/W, zehle ngo-$0.005/W kusukela ngesonto eledlule. Ukwehla kwerekhodi elisha kuzo zombili izintengo ngokusho kwedatha ye-OPIS kuza njengoba umsebenzi wemakethe uhlala uphansi ngenxa yesidingo esiphansi.
Abenzi bamamojula behlise izintengo emzamweni wokuvikela ama-oda amasha kanye nokugcina ukugeleza kwemali nezinkomba ezithengisekayo zamamojula we-TOPCon azwakala ku-$0.10/W Free-on-Board (FOB) China.
Amamojula elanga athunyelwa eYurophu ayaqhubeka nokubhekana namazinga aphakeme wezimpahla ezindabeni zasoLwandle Olubomvu. I-OPIS yezwe izilinganiso zempahla ezingaba ngu-$0.0164-0.0175/W (cishe ama-$6,000s-$7,000/FEU aphezulu) ukuze zithunyelwe zisuka e-Shanghai ziya e-Rotterdam. Yize lokhu kuthinte ukuthunyelwa, kuveza ithuba kubathengisi bamamojula ukuthi banciphise uhlu lwabo lwempahla eYurophu.
Umbukeli wemakethe uthe amanani ngesikhathi se-Intersolar awazange anyakaze futhi ahlala ezungeze i-$ 0.10/W FOB China (+/-0.3cts) nokuthi naphezu kwesizini yokufaka ephezulu esanda kuqala, isidingo sokufakwa kwe-Europe kulo nyaka asizange sibonakale sinamandla kakhulu, okungenani endaweni yesilinganiso sosizo.
I-Latin America iyaqhubeka nokubukeka ibuthakathaka ngokuncintisana kwentengo kule makethe okuchazwa “njengokushubile” umthengisi wamamojula. Izintengo emakethe yase-Brazilian ngokuvamile ziphansi kunezinye izimakethe njengoba abathengi bezwela amanani. Izintengo ze-TOPCon eziya eBrazil zehlele ebangeni lika-$0.08-0.09/W FOB China ngezintengo ezisezingeni eliphansi ezinikezwa abathengisi bemojula ye-Tier2-3, umthengisi wemojula wengeziwe.
Umthengi uqaphele ukuthi izintengo zamanje ze-US Delivered Duty Paid (DDP) TOPCon zikhuphukele kububanzi obuphansi kuya maphakathi no-$0.30/W. Le ntengo ihlanganisa amanani entengo angama-201 kodwa ayifaki imisebenzi emisha yokunqanda ukulahla/ukuphikiswa. Njengoba ukukhululwa kuzophela maphakathi nesonto, omunye umthombo wemakethe utshele i-OPIS ukuthi "noma yiziphi izivumelwano ezintsha zizoba ngaphansi kwentela engu-14.25% yeSigaba 201 futhi kungenzeka zifake intengo phakathi no-$0.30s/W ngo-2024".
Isidingo sasekhaya saseShayina sahlala sibuthakathaka phakathi kwengcindezi ekhulayo yokusungula. Ukwehliswa okwengeziwe kwamanani emasontweni azayo bekulindeleke njengoba abathengisi bamamojula becacisa i-inventory ukuze benze ukuhamba kwemali. Iningi labahlanganyeli bemakethe i-OPIS eyahlolwa bekulindeleke ukuthi amanani e-TOPCon ehle ngaphansi kwe-CNY0.8/W noma u-$0.099/W kokulingana kwe-FOB China, okuyizindleko zamanje zokukhiqiza zabakhiqizi abahlanganisiwe.
Nakuba isidingo sasekhaya bekulindeleke ukuthi sithuthuke kancane engxenyeni yesithathu phakathi nesikhathi sokufakwa kwenani eliphakeme, bekulindeleke ukuthi ngeke kwanele ukusekela noma yiziphi izinzuzo zamanani, kusho abahlanganyeli bemakethe.
Amazinga okusebenza abathengisi bamamojula ahlanganisiwe ahlala ephakathi kuka-60-80%, ngokusho kweSilicon Industry of China Nonferrous Metals Industry Association. Izilinganiso zamandla okukhiqiza amamojula kaJuni zime ku-50 GW, zehle zisuka ku-52 GW obekulindeleke phambilini zehle ngo-5 GW kusukela ngoMeyi, kusho inhlangano.
I-China ithumele kwamanye amazwe amamojula angama-83.3 GW esikhathini sikaJanuwari-Ephreli okuphawula ukwanda konyaka ngonyaka ngama-20%, ngokusho kwedatha yakamuva evela eMnyangweni Wezimboni Nobuchwepheshe Bolwazi waseChina. Inani eliphelele lokuthunyelwa kwamamojula ngesikhathi sikaJanuwari-April lifinyelele ku-$ 12.7 billion.
Uma sibheka phambili emakethe ye-FOB China, izimo ze-bearish ezibanzi zivimbela noma yikuphi ukunyuka kwamanani emojula esikhathini esifushane nakuba ukwehla okuqhubekayo kokukhiqiza ngoJulayi kunganikeza ikhefu ekuhlinzekeni izingcindezi.
I-OPIS, inkampani ye-Dow Jones, ihlinzeka ngezintengo zamandla, izindaba, idatha, nokuhlaziya ngophethiloli, udizili, uphethiloli wejethi, i-LPG/NGL, amalahle, izinsimbi, namakhemikhali, kanye namafutha avuselelekayo kanye nempahla yemvelo. Ithole izimpahla zedatha yamanani e-Singapore Solar Exchange ngo-2022 futhi manje ishicilela Umbiko Wamaviki Onke we-OPIS APAC.
Imibono nemibono evezwe kulesi sihloko ngeyombhali ngokwakhe, futhi ayibonisi leyo ephethwe nguye pv umagazini.
Lokhu okuqukethwe kuvikelwe yi-copyright futhi akumele kuphinde kusetshenziswe. Uma ufuna ukubambisana nathi futhi ungathanda ukuphinda usebenzise okunye okuqukethwe kwethu, sicela uthinte: editors@pv-magazine.com.
Umthombo ovela pv umagazini
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