Amaseli e-TOPCon e-Astronergy afinyelela ukusebenza kahle okungu-26.9%; I-Aiko yokwakha i-10 GW ABC cell ne-module fab eJinan; I-China Huaneng & Canadian Solar's IEC standard igunyaziwe; I-Drinda ibika imiphumela emihle ye-FY 2023; I-IPO ye-YONZ Technology igunyaziwe; I-CMA ikhipha umbiko wemithombo yelanga nomoya.
Amaseli e-TOPCon e-Astronergy athola ukusebenza kahle okungaphezulu kuka-26.9%: I-Astronergy imemezele impumelelo kumaseli ayo elanga we-n-type TOPCon. Inguqulo engu-4.0 yamaseli elanga e-TOPCon, ahlanganisa ubuchwepheshe be-low-corrosion paste + LIF (Laser Induced Firing) kanye nobuchwepheshe bezendlalelo eziningi ze-Poly-Si/POML, ithole ukusebenza kahle kokukhiqiza okungu-26.15%. Isilinganiso sokusebenza kahle ngesikhathi sokukhiqizwa kwesivivinyo se-R&D sidlule ama-26.6%, ukusebenza kahle okuphezulu kwafinyelela ku-26.9%. Le nkampani ithe ingena ngokusemthethweni esikhathini sokukhiqiza ngobuningi ngobuchwepheshe be-TOPCon 4.0. Ngokwamukelwa kobuchwepheshe bamuva nje, ukusebenza kahle kwamaseli kuye kwathuthukiswa ngo-0.3% -0.5%.
Ngokwehlukana, i-Astronergy imemezele ukuthi ilethe i-oda lokuqala lamamojula we-ASTRO N7s. Lawa mamojula we-TOPCon wohlobo lwe-n asekelwe kungxenyekazi yawo yobuchwepheshe ye-ZBB (zero busbar). Selokhu yaqala ukukhiqizwa kwe-ASTRO N7s ngoDisemba 2023, inkampani ithi umthamo wayo wokukhiqiza usufinyelele ezingeni le-GW futhi izinga layo lokukhiqiza selifinyelele ngaphezu kwama-99.6% phakathi nenyanga eyodwa.
I-Aiko Solar's 10 GW ABC cell kanye nesakhiwo semojula esizovela eJinan: Umkhiqizi wamaseli elanga namamojula u-Aiko Solar umemezele ukuthi usayine isivumelwano sokwakha indawo yokukhiqiza i-ABC cell kanye nemojula eJinan. Isigaba I salesi sikhungo sibandakanya ukwakha indawo yokukhiqiza enamandla angu-10 GW amaseli namamojula lilinye, ukuze kutshalwe imali elinganiselwa ku-RMB 9.8 billion ($1.36 billion). Inkampani ihlela ukukhulisa uxhaso ngokusebenzisa inhlanganisela yezimali zayo, uxhaso lukahulumeni kanye noxhaso lwezimali lwangaphandle.
Ngasekuqaleni kwale nyanga, i-Aiko Solar ibike ukuthi izuze ukuguqulwa okungama-25.15% kumamojula ayo e-ABC. (bona i-Aiko Solar Imemezela Ukusebenza Kwerekhodi Lomhlaba Elisha).
Izinga lamazwe ngamazwe le-IEC eliphakanyiswe yi-China Huaneng kanye ne-Canadian Solar ligunyazwe: Isiphakamiso esisha esijwayelekile samazwe ngamazwe se-IEC se-Coupled-Stress Acceleration Test Sequence for PV Modules and Materials sivunywe ngokusemthethweni. Lesi siphakamiso sasiholwa yi-China Huaneng's Clean Energy Technology Research Institute, i-Canadian Solar, kanye ne-National Solar PV Product Quality Inspection and Testing Center. Ilebulwe nge-IEC TS 82-2212, leli zinga lihlinzeka ngendlela esezingeni eliphelele esheshisiwe yokuhlola ukucindezeleka yamamojula namamojula amancane. Ibeka ngaphezu kwezinto ze-ultraviolet ngaphansi kwesimo ngasinye sokuhlola sokushisa okumanzi, ukugibela ibhayisikili elishisayo, kanye nokubanda okumanzi, kulingisa ngokwangempela izindawo zohlelo lokusebenza lwangaphandle. Le ndlela ingakwazi ukukhiqiza kabusha ngokushesha izimo ezihlukahlukene zangempela zokuhluleka ukuguga kwangaphandle, ihlole ngempumelelo ingozi yokwehluleka kwemojula, inciphise kakhulu izindleko zokuhlola, futhi inciphise isikhathi sokuhlola.
I-Drinda ibika ukuthi inyuke ngo-16% enzuzweni yonke yango-2023: Umkhiqizi wokuhlanganisa ama-Solar PV cell kanye nezinsimbi zezimoto u-Hainan Drinda New Energy Technology Co. Ltd. umemezele imiphumela yezezimali ye-FY 2023. Imali engenayo yenkampani inyuke ngo-58.65% unyaka nonyaka (YoY) yaya ku-RMB 18.397 billion ($2.56 billion) kanye no-16% YoY yonyuka yenzuzo eyizigidi ezingu-R832 yaba ngu-R115.6 million. Ekupheleni konyaka, i-Drinda yayinamandla okukhiqiza amaseli angaphezu kuka-49 GW (p-uhlobo 9.5 GW, n-uhlobo 40 GW), okukhuphuke ngo-180% YoY. Le nkampani ithumele amaseli angu-29.96 GW ngonyaka (p-type 9.38 GW, n-type 20.58 GW), okwakungu-179.43% wokwenyuka kweYoY. Le nkampani icaphuna ukukhuliswa kwamandla kanye nokwanda kwenani lokuthengisa phesheya kwezilwandle, phakathi kwezinye izinto, njengezizathu ezibangela ukusebenza kwayo okuhle.
Ngenyanga edlule, uDrinda ubike ukuthi kulindeleke ukuthi ibe inkampani yokuqala ye-PV cell ukuba womabili amasheya A no-H afakwe ohlwini ngasikhathi sinye. (bona amazwibela wezindaba we-China Solar PV).
Ukubhaliswa kwe-IPO ye-YONZ Technology kuvunyiwe: I-China Securities Regulatory Commission igunyaze ukubhaliswa kokuqala kokunikezwa komphakathi (IPO) kwe-YONZ Technology. Ngokusho kwe-YONZ Technology's prospectus, imikhiqizo eyinhloko yenkampani ihlanganisa amafreyimu we-solar module, imikhiqizo ye-BIPV, kanye nezingxenye zesakhiwo sesistimu yokufaka ilanga. Le nkampani ithi ingomunye wabakhiqizi abahamba phambili basekhaya bezingxenye zesakhiwo se-aluminium alloy solar. Njengamanje, inkampani inezisekelo ezi-3 zokukhiqiza ezinkulu e-China, ezinamandla okukhiqiza ngonyaka acishe abe yizigidi ezingama-80 amasethi amamojula elanga. I-YONZ Technology izuze isamba semali engenayo ye-RMB 2,499.44 million ($347.34 million) ngo-H1 2023.
I-CMA ikhipha umbiko wensiza yelanga nomoya: I-China Meteorological Association ikhiphe umbiko wayo mayelana nemithombo yamandla elanga nomoya e-China ngonyaka wezi-2023. Umbiko uthe, ngo-2023, isilinganiso sonyaka sengqikithi yokuthela ovundlile singu-1.58% ngaphansi kwesilinganiso seminyaka engama-30 edlule kanye no-1.27% esingaphansi kwesilinganiso seminyaka eyi-10 edlule. Mayelana nokusatshalaliswa kwendawo, isifunda esisentshonalanga yezwe senze kangcono kunezifunda ezimaphakathi nezisempumalanga. Mayelana nomoya, umbiko uthe isivinini somoya esimaphakathi sonyaka, esibude bungamamitha ayi-10, siphansi ngo-0.03% kunesilinganiso seminyaka eyi-10.
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