2020-10-13
Canadian Solar Power Group Co., Ltd. kamfani ne na ƙasashen waje gabaɗaya tare da sunan mai hannun jari na waje: Canadian Solar Inc.
An kafa rukunin wutar lantarki ta hasken rana na Kanada a cikin 2001 ta Dokta Qu Xiaohua, ƙwararren masani na makamashin hasken rana da ya dawo, kuma an jera shi a cikin Nasdaq Stock Exchange (NASDAQ: CSIQ) a 2006. Ya ƙware a cikin ingots silicon, wafers silicon, da ƙwayoyin rana.Yana da wani hadadden photovoltaic sha'anin tsunduma a cikin bincike da ci gaba, samarwa da kuma tallace-tallace na hasken rana panels, hasken rana kayayyaki da hasken rana aikace-aikace kayayyakin, kazalika da zane da kuma shigar da hasken rana tsarin shuka.
A watan Yulin bana, CSIQ ta sanar da matakin komawa hannun jarin A, inda ta bayyana cewa, tare da taimakon masu ba da shawara kan harkokin kudi na waje da masu ba da shawara kan harkokin shari’a, kwamitin musamman na daraktoci masu zaman kansu na kamfanin ya kammala tantance hanyoyin da kamfanin zai iya bi wajen ganin ya dace.
Bayan tantance sakamakon wannan dabarar, Hukumar Gudanarwar Kanada ta yanke shawarar cewa za a jera MSS akan Kasuwar SSE STAR ko Kasuwar ChiNext.
Dangane da abin da aka riga aka ambata a cikin kasuwar IPO ta kasar Sin, ana sa ran aiwatar da lissafin zai ɗauki watanni 18-24.Bisa ka'idojin tsare-tsare na kasar Sin, dole ne a mayar da reshen zuwa wani kamfani na hadin gwiwa tsakanin Sin da kasashen waje kafin a jera shi, sannan a kammala shi ta hanyar wani zagaye na samar da kudade daga masu zuba jari na cikin gida.
Da yake fuskantar ko za a iya lissafin sashin MSS a kasuwar babban birnin kasar Sin da kuma hasashen da ake sa ran bayan lissafin, Canadian Solar ya ce: "Wannan ya dogara da yanayin ciki har da amma ba'a iyakance ga kasar Sin da kasuwannin babban birnin duniya ba, yanayin kayyade tsarin tsare-tsaren tsare-tsare. Ayyukan kudi na kamfanin da kuma buƙatun sa don jeri a China."
Tun daga Disamba 2017, Kanada Artes ta sanar da keɓantawar ta.Abin takaici, a cikin Nuwamba 2018, an dakatar da shirin sayar da kamfanoni na kusan shekara guda.Dangane da dalilan dakatarwar, Canadian Solar bai bayyana da yawa ba.
A gefe guda kuma, a farkon 2000, BYD ya fara shiga cikin filin hoto, kuma yanzu ya ƙware dukan fasahar sarkar masana'antu na silicon ingots, silicon wafers, sel, da kayayyaki.Duk da haka, wannan kamfani, wanda ya shahara a gida da waje a cikin filin motoci, ya kasance mai ƙananan maɓalli a cikin filin hoto, kuma nasarorinsa ba a bayyana ba.
Abin jira a gani shine ko jarin BYD a Kanad Solar zai shafi mataki na gaba na ci gaban bangarorin biyu a masana'antar hasken rana.
Tabbacin da BYD ya shigar a ranar 29 ga Disamba, 2017 an buga shi.Wannan lamban kira shine "Material Conversion Lightwave da Hanyar Shirye-shiryensa da Solar Cell", lambar bugawa ita ce CN109988370B.
An ba da rahoton cewa, abin da aka ƙirƙira na yanzu yana da alaƙa da fage na ƙwayoyin hasken rana, musamman ga kayan canza hasken igiyar ruwa da hanyoyin shirye-shiryensu da ƙwayoyin hasken rana.Abubuwan canza hasken hasken da aka samar ta hanyar ƙirƙira na yanzu na iya ba da damar sel masu amfani da hasken rana su yi amfani da haske a cikin kewayon tsayi mai faɗi, alal misali, hasken ultraviolet, wanda a zahiri yana inganta ingantaccen canjin photoelectric na ƙwayoyin hasken rana.
Dangane da inganta ingantaccen juzu'i na sel na hasken rana, yawancin kamfanonin photovoltaic suna nazarin sabbin fasahohin baturi.Misali, ƙwayoyin TOPCon da ƙwayoyin heterojunction sun sami ɗan ci gaba, amma duk sun dogara ne akan canza kayan saman sel na hasken rana.Kamfanoni da yawa ba su da hannu a fagen yin amfani da kewayon tsayi mai faɗi, ko kuma sun yi la’akari da irin waɗannan hanyoyin.An gano cewa an toshe wannan hanyar.
A matsayin sana'ar mai da hankali kan fasaha, BYD ba kawai yana da manyan nasarori a fannonin sabbin motocin makamashi, batura masu ƙarfi, da sauransu ba, har ma yana da fa'ida mai faɗi a cikin masana'antar photovoltaic.Haka kuma, tana da wani kaso na kasuwa a kasuwannin cikin gida da na ketare, kuma ba za a yi watsi da karfinta ba.Za a iya samar da irin waɗannan haƙƙoƙin mallaka, kuma hakan zai kawo ci gaba mai yawa ga masana'antar ɗaukar hoto ta kasar Sin.
A cikin kididdigar kididdigar da aka shigo da samfurin PV na Brazil a shekarar 2020, kamfanonin PV na kasar Sin sun mamaye kujeru tara.
Daga cikin su, Canadian Solar ne ya zo na daya da 926MWp na shigo da kayayyaki, Trina Solar da Risen Energy sun zo na biyu da na uku.Bambancin da ke tsakanin su biyun bai fito fili ba, har ma za a iya cewa tsakanin ’yan milimita kadan ne.
Sauran kamfanoni su ne JinkoSolar, BYD, da Longi, wadanda duk sanannun kamfanoni ne.Wani abin mamaki shine BYD.BYD, wanda ko da yaushe ya kasance sananne a cikin sababbin motocin makamashi da batura masu wutar lantarki, ya kuma sami nasarori masu yawa a fagen daukar hoto, kuma akwai wasu takardun shaida masu yawa.
Kashin da manyan kamfanoni irin su Longi da JA Technology suka yi a kasuwar Brazil a wannan karon kuma yana nuna cikakkiyar hanyar tallace-tallace ta BYD a kasuwannin ketare.
Bugu da kari, bayanai sun nuna cewa manyan kamfanonin daukar hoto na Brazil guda goma suna da kashi 87% na jimillar shigo da kayayyaki, kuma sun dogara sosai kan hanyoyin waje.Wannan babbar dama ce ga kamfanonin daukar hoto na kasar Sin.
A matsayin ɗaya daga cikin mahimman ƙasashe a Kudancin Amurka, Brazil tana da kyakkyawan yanayin haske kuma yankin na kuma yana tallafawa haɓakar makamashi mai sabuntawa.Yayin da farashin samar da wutar lantarki na photovoltaic ke samun raguwa da raguwa, photovoltaics ɗaya ne daga cikin hanyoyin makamashi mai sabuntawa wanda Brazil ke ba da mahimmanci ga.A lokaci guda kuma, ƙasar ba ta da kamfanoni masu ƙarfi masu ƙarfi kuma suna buƙatar kamfanonin ketare don haɓaka kasuwannin cikin gida.
A ranar Maris 18, 2021, Canadian Solar Inc. ta sanar da rahotonta na kashi huɗu da cikakken rahoton kuɗi na 2020.
1. Jimlar jigilar kayayyaki ya karu da 32% a kowace shekara, ya kai 11.3GW, wanda ya dace da tsammanin kamfani da masana'antu.Hakanan yana ɗaya daga cikin ƙananan kamfanoni masu jigilar kayayyaki sama da 10GW, yana tabbatar da ƙarfin Kanar Solar.
2. Kudaden shiga gida ya karu da kashi 9% a shekara, inda ya kai dalar Amurka biliyan 3.5.
3. An sayar da jimillar ayyukan hasken rana na 1.4GW a duk shekara, kuma jimillar ajiyar aikin ya wuce 20GW.
4. Ana sa ran kasuwancin ajiyar batir a Amurka zai sami kaso kusan 10% a kasuwa a shekarar 2021 bayan samun kwangilar ajiyar batir kusan 1GWh.
5. Jimlar adadin ayyukan ajiyar makamashi ya kusan 9GWh;
6. Kashe-kashe da lissafin CSI Solar, wani reshe na abubuwan haɗin MSS da kasuwancin mafita na tsarin, yana kan hanya.
7. Ribar da aka samu ga Kanad Solar ta kasance dalar Amurka miliyan 147, ko kuma tarar da aka samu a kowane kaso na dalar Amurka 2.38.
A matsayinsa na babban kamfani mai daukar hoto na duniya, Kanad Solar ya samu ci gaban kowace shekara a cikin kasuwanci da dama kamar siyar da kayayyaki da kudaden shiga.A lokaci guda kuma, Kanad Solar ta kuma ƙaddamar da wani tsari mai zurfi a cikin kasuwancin ajiyar makamashi.Haɗuwa da photovoltaic damakamashi ajiyaHar ila yau ana la'akari da masana'antu a matsayin muhimmiyar mahimmanci a gaba na ci gaban hoto, kuma yana iya magance matsalolin watsi da hasken rana da rashin kwanciyar hankali na samar da wutar lantarki na photovoltaic.
Amma dangane da ribar da aka samu, wanda masu zuba jari suka fi damuwa, Canadian Solar kawai ya ba da adadin, amma bai bayyana ci gaban ba.Bincika rahoton shekara-shekara na Canadian Canadian na 2019, wanda ke nuna cewa ribar da take samu a duk shekarar 2019 ita ce dalar Amurka miliyan 171.6.
A wasu kalmomi, game da haɓaka jigilar kayayyaki da kudaden shiga, ribar da ake samu na Kanad Solar ta ƙi, kusan 14.3%, ya zama wani jagoran hoto mai daukar hoto tare da raguwar riba na shekara-shekara.
Bayanai sun nuna cewa sabuwar karfin daukar hoto na kasata zai kasance 48.2GW a shekarar 2020, karuwar kusan kashi 60% a duk shekara, wanda kuma sabon abu ne a cikin shekaru uku da suka gabata.Yawancin kamfanoni masu daukar hoto sun sami ci gaba cikin sauri a cikin 2020 kuma sun ba da kwafi mai kyau, musamman manyan kamfanoni kamar Longi da Sungrow.
Koyaya, lokacin da kamfanoni da yawa suka fitar da sanarwar hasashen aikin daya bayan daya, Risen Energy ya ba da hasashen aikin “na musamman”.Kamfanin na sa ran samun ribar da ta kai yuan miliyan 160 zuwa yuan miliyan 240, raguwar kashi 75.35% zuwa kashi 83.57% daga daidai wannan lokacin a bara;Ana sa ran ribar da aka samu bayan an cire ta za ta yi hasarar Yuan miliyan 60 zuwa Yuan miliyan 140, wanda hakan zai haifar da hayaniya.
A lokaci guda kuma, wannan hasashe na wasan kwaikwayon ya haifar da tsoro a cikin kasuwanni na biyu, wanda ya ba da damar Risen Energy ya jagoranci sauran kamfanoni masu daukar hoto, kuma farashin hannun jari ya fara faduwa.Bayanai sun nuna cewa a ranar 29 ga watan Janairu, farashin hannun jarin Risen Energy ya kai yuan 24.11, kuma ya zuwa karshen ranar 8 ga watan Fabrairu, ya fadi zuwa yuan 13.27, raguwar kusan kashi 45 cikin dari a duk shekara.A daidai wannan lokacin, sauran manyan kamfanoni masu daukar hoto, irin suLongi, Tongwei da Sungrow, har yanzu sun kasance a cikin haɓakar farashin hannun jari, wanda ke nuna "ikon" na wannan hasashen aikin.
Ragowar ribar ribar da Kanada ta samu a wannan karon ma abin mamaki ne, watakila saboda Kanar Kanar bai ambaci muhimmin dalilin ci gaban ribar da aka samu a wannan rahoton kudi ba.
Koyaya, ba kamar Risen Orient ba, kasuwar sakandare ta ɗauki yanayin sabanin ra'ayi game da raguwar ribar da Kanada ta samu a cikin 2020.
Ya zuwa karshen ranar 18 ga Maris, Eastern Time, farashin hannayen jarin Canadian Solar ya rufe a dalar Amurka 42.86, ya karu da kashi 3.53%, kuma jimillar darajar kasuwar ta kai dalar Amurka biliyan 2.531.A wannan rana, duka Dow Jones Index da Nasdaq suna faduwa, wanda Nasdaq ya fadi da kashi 3.02%, kuma Tesla, wanda shi ma na fannin sabbin makamashi, ya fadi kusan kashi 7%.Ba shi da sauƙi ga Kanad Solar ya ci gaba da tashi.
Daga cikin kamfanonin biyu da ke da faɗuwar riba iri ɗaya, raguwar Risheng Oriental ne kawai ya ke gaban Kanar Solar.
Dangane da rahoton na Risen Energy a kashi uku na farkon shekarar 2020, ribar da ya samu ya kai kusan yuan miliyan 302, karuwar da ya karu da kashi 1.31 cikin dari a duk shekara.A cikin rahoton na shekara, Yuan miliyan 160 zuwa 240 ne kawai ya rage.Bayan an cire riba da asarar da ba a maimaita ba, an yi asara.Wato a kashi na hudu na aikin da kasar ta ke da shi ya karu, Risen Energy ya fada cikin asara maimakon haka.Don haka Firgici kuma yana da hankali.
Dangane da wannan, Risen Energy ya kuma bayyana a cikin ƙarin bayanin hasashen aikin.A cikin wannan lokacin, fitowar kamfanin na sel na sel da kayayyaki ya karu, kuma tallace-tallacen tallace-tallace na samfuran hotuna masu alaƙa sun karu.Saboda tasirin dual na raguwar farashin tallace-tallace, babban riba mai riba na tallace-tallace na samfurori na hotuna a lokacin rahoton ya ragu idan aka kwatanta da daidai lokacin na shekarar da ta gabata.
Musamman ma a cikin rubu'i na hudu, matsakaicin babban ribar tallace-tallacen kayayyaki ya ragu da kusan kashi 13-15% idan aka kwatanta da kashi uku da suka gabata, kuma tasirin da ake samu kan ribar aiki ya kai kusan yuan miliyan 450 zuwa yuan miliyan 540.
Wannan yanayin kuma yana nunawa a wasu manyan kamfanoni.Misali, ci gaban ribar da LONGi ta samu a duk shekara bai kai kashi uku na baya ba.Ana iya ganin cewa a cikin kwata na hudu, yawancin kamfanoni masu daukar hoto suna da alama sun yi nasara, amma a gaskiya ma suna iya rasa kudi.
Amma Canadian Artes, wanda aka jera a kasuwar hannayen jari ta Amurka kuma yana da ɗan ƙaramin kaso na kasuwanci a kasuwannin China, kawai ya guje wa wannan yanayin.A cewar sanarwar, aikin kasuwancin Solar na Kanada a cikin kwata na huɗu yana da kyau sosai, wanda ya zarce tsammanin kamfanin da kuma tsammanin masana'antar.
Daga cikin su, adadin jigilar kayayyaki a cikin kwata na huɗu na 2020 shine 3GW, wanda ke lissafin kashi 26.5% na adadin tallace-tallace na shekara;tallace-tallace na kashi na hudu ya kai dalar Amurka biliyan 1.041, karuwa a kowane wata na 14%, wanda ya zarce ainihin hasashen tallace-tallace da dala biliyan 980-1.
Babban ribar riba a cikin kwata na huɗu shine 13.6%, wanda ya zarce ainihin babban adadin ribar da ake tsammani da 8% -10%;Ribar da aka samu a cikin kwata na hudu ya kai dalar Amurka miliyan 7, wanda ya kai kashi 4.76% na ribar da ake samu a shekara.
Wannan shine muhimmin dalilin da yasa kasuwar sakandare ke da kyakkyawan fata game da Kanad Solar.Duk da cewa ribar da aka samu a cikin kwata na hudu ba ta da yawa, ba ta fada cikin asara ba.
Amma ba za a iya musantawa cewa haƙiƙa ribar da ake samu ta Canadian Solar tana raguwa.Wannan shi ne sanadin raguwar ribar da take samu duk da ci gaban da ake samu a jigilar kayayyaki da kudaden shiga.
Dangane da rahoton shekara-shekara na Canadian Solar na 2019, babban ribar ribar sa ya kai 22.4%.Adadin ribar da aka samu na kashi 13.6% a rubu'i na hudu na wannan shekara ya kai kashi 8-10% fiye da yadda ake tsammani, wanda zai iya ganin gibin.
Duk da haka, daga hangen nesa na masana'antar photovoltaic, wannan kuma shi ne sakamakon da ba zai yiwu ba na photovoltaics shiga zamanin daidaici.Kamfanonin da ke kan gaba sun faɗaɗa samar da su don inganta gasa, kuma ba makawa za su fada cikin "yaƙin farashin".Menene ƙari, 2020 har yanzu muhimmin mataki ne a cikin haɓaka manyan kayayyaki masu girma.Idan aka kwatanta da raguwar babbar riba, kamfanoni sun fi jin tsoron ƙira.Lokacin da rabon kasuwa na manyan kayayyaki masu girma ya zama mafi girma kuma mafi girma, nau'ikan 158 da 166 na yanzu sune "dankali mai zafi".
Tabbas, hannun jari na Kanada ba shi da wani dalili na raguwa, kuma ƙarancin ƙima shima muhimmin abu ne.Shekaru goma da suka wuce, masana'antar daukar hoto ta ƙasata tana kan ƙuruciyarta.A wancan lokacin, kamfanoni na photovoltaic sun zaɓi jeri a cikin Amurka don samun ƙarin hankalin masu zuba jari da ƙima mafi girma.
Wanene zai yi tunanin cewa bayan shekaru goma kawai, ƙasata ta zama ƙasar da ta fi ƙarfin shigar da wutar lantarki a duniya, kuma sabon ƙarfin shigar shekara-shekara yana gaba.
Kasuwar kasar Sin ta goyi bayan Longi ya zama kamfani mai daukar hoto mafi daraja a duniya.Yawancin kamfanoni masu ɗaukar hoto da aka jera a Amurka kuma sun zaɓi komawa hannun jarin A, kamar Trina Solar.Kiyasin Solar na Kanada a Amurka ba shi da yawa, kusan yuan biliyan 16.5 kawai, wanda bai kai kashi ɗaya bisa goma na hannun jarin LONGi ba, aikin yana da kyau sosai.Duk da haka, yana da kyau a ambata cewa Canadian Solar ita ma ta bayyana aniyar ta na raba kasuwancin ta tare da jera ta a cikin hannun jari a cikin 2020, kuma tuni ta fara ci gaba da shi.An kiyasta cewa zai sauka a hannun jarin A a cikin 2021.
Dongguan Slocable Photovoltaic Technology Co.,LTD.
Ƙara: Guangda Manufacturing Hongmei Science and Technology Park, No. 9-2, Hongmei Section, Wangsha Road, Hongmei Town, Dongguan, Guangdong, China
Saukewa: 0769-220101
