2020-10-13
ʻO Canadian Solar Power Group Co., Ltd. he ʻoihana nona ka ʻāina ʻē me ka inoa ʻāpana haole: Canadian Solar Inc.
Ua hoʻokumu ʻia ʻo Canadian Solar Power Group i ka makahiki 2001 e Dr. Qu Xiaohua, he loea ikehu lā i hoʻihoʻi ʻia, a ua helu ʻia ma ka Nasdaq Stock Exchange (NASDAQ: CSIQ) i ka makahiki 2006. He mea kūikawā ia i nā ingots silicon, wafers silicon, a me nā cell solar.He ʻoihana photovoltaic i hoʻohui ʻia i ka noiʻi a me ka hoʻomohala ʻana, ka hana ʻana a me ke kūʻai ʻana i nā panela solar, nā modula solar a me nā huahana noi solar, a me ka hoʻolālā ʻana a me ka hoʻokomo ʻana i nā ʻōnaehana mana solar.
I Iulai i kēia makahiki, ua hoʻolaha ʻo CSIQ i kāna hoʻoholo e hoʻi i nā ʻāpana A, e ʻōlelo ana me ke kōkua ʻana o nā ʻōlelo aʻoaʻo kālā waho a me nā ʻōlelo aʻoaʻo kānāwai, ua hoʻopau ke komite kūikawā o nā luna kūʻokoʻa o ka ʻoihana i ka loiloi kūpono o nā koho hoʻolālā o ka hui.
Ma hope o ka loiloi ʻana i nā hopena o kēia hoʻolālā, ua hoʻoholo ka Papa Luna Hoʻokele o Kanada e hoʻopaʻa inoa ʻia ʻo MSS ma ka SSE STAR Market a i ʻole ChiNext Market.
Wahi a ka precedent ma ka mākeke IPO Kina, manaʻo ʻia ke kaʻina papa inoa e lawe i 18-24 mau mahina.Wahi a nā koi hoʻoponopono palekana o Kina, pono e hoʻololi ʻia ka ʻoihana i kahi hui hui hui Sino-haole ma mua o ka hoʻopaʻa inoa ʻana, a hoʻopau ʻia ma o ke kālā kālā e nā mea hoʻopukapuka kūloko.
ʻIke ʻia inā hiki ke helu ʻia ka ʻāpana MSS ma ka mākeke kapena Kina a me nā manaʻo i manaʻo ʻia ma hope o ka papa inoa, ua ʻōlelo ʻo Canadian Solar: "E pili ana kēia i nā kūlana e pili ana akā ʻaʻole i kaupalena ʻia i Kina a me nā mākeke kapikala honua, ke kaiapuni hoʻoponopono no nā securities i helu ʻia. ʻO ka hana kālā o ka hui a me kāna mau koi no ka papa inoa ʻana ma Kina.
I ka hoʻomaka ʻana o Dekemaba 2017, ua hoʻolaha ʻo Canadian Artes i kāna privatization.ʻO ka mea pōʻino, i Nowemapa 2018, ua hoʻokuʻu ʻia ka hoʻolālā privatization no kahi makahiki hoʻokahi.No nā kumu o ka hoʻokuʻu ʻana, ʻaʻole i hōʻike nui ʻo Canadian Solar.
Ma kekahi ʻaoʻao, e like me ka 2000, hoʻomaka ʻo BYD e komo i loko o ke kahua photovoltaic, a i kēia manawa ua haku ʻo ia i ka ʻenehana kaulahao ʻoihana holoʻokoʻa o nā silicon ingots, nā wafer silika, nā pūnaewele, a me nā modules.Eia nō naʻe, ʻo kēia ʻoihana, i ʻike ʻia ma ka home a ma waho o ka ʻoihana kaʻa, he haʻahaʻa haʻahaʻa loa ia ma ke kahua photovoltaic, a ʻaʻole ʻike ʻia kāna mau hoʻokō.
Ke ʻike ʻia nei inā e pili ana ka hoʻopukapuka ʻana o BYD ma Canadian Solar i ka hana aʻe i ka hoʻomohala ʻana o nā ʻaoʻao ʻelua i ka ʻoihana solar.
Ua paʻi ʻia ka patent i waiho ʻia e BYD ma Dekemaba 29, 2017.ʻO kēia patent ʻo "Lightwave Conversion Material a me kāna ʻano hoʻomākaukau a me Solar Cell", ʻo ka helu hoʻolaha ʻo CN109988370B.
Ua hōʻike ʻia e pili ana ka mea i hana ʻia i kēia manawa i ke kahua o nā pūnaewele lā, ʻo ia hoʻi i nā mea hoʻololi hawewe māmā a me kā lākou mau ʻano hoʻomākaukau a me nā pūnaewele lā.ʻO ka mea hoʻololi o ka nalu kukui i hāʻawi ʻia e ka mea hou e hiki ai ke hoʻohana i nā kukui i loko o kahi ākea ākea ākea, no ka laʻana, ke kukui ultraviolet, kahi e hoʻomaikaʻi nui ai i ka pono hoʻololi photoelectric o nā cell solar.
Ma ke ʻano o ka hoʻomaikaʻi ʻana i ka hoʻololi ʻana o nā cell solar, nui nā ʻoihana photovoltaic e aʻo nei i nā ʻenehana pākaukau hou.Eia kekahi laʻana, ua holomua nā pūnaewele TOPCon a me nā pūnaewele heterojunction, akā ua hoʻokumuʻia lākou a pau i ka hoʻololiʻana i nā mea o luna o nā pūnaewele solar.ʻAʻole i komo nā ʻoihana he nui i ke kahua o ka hoʻohana ʻana i kahi ākea ākea ākea, a i ʻole i noʻonoʻo i nā hopena.Ua ʻike ʻia ua paʻa kēia alanui.
Ma ke ʻano he ʻoihana e pili ana i ka ʻenehana, ʻaʻole wale ʻo BYD i loaʻa i nā kiʻekiʻe kiʻekiʻe loa ma nā kahua o nā kaʻa ikehu hou, nā pihi mana, a me nā mea ʻē aʻe, akā he ʻano ākea hoʻi i ka ʻoihana photovoltaic.I ka manawa like, loaʻa iā ia kahi māhele mākeke ma nā mākeke kūloko a me nā ʻāina ʻē, a ʻaʻole hiki ke mālama ʻia kona ikaika.Hiki ke hoʻokomo ʻia ia mau patent i ka hana, a e lawe mai i ka holomua nui i ka ʻoihana photovoltaic o Kina.
Ma ka helu helu helu o ka PV module o Brazil i lawe mai i 2020, noho nā hui PV Kina i ʻeiwa mau noho.
Ma waena o lākou, ʻo Canadian Solar ka mea mua me 926MWp o nā mea lawe mai, ʻo Trina Solar a me Risen Energy ka lua a me ke kolu.ʻAʻole maopopo ka ʻokoʻa ma waena o nā mea ʻelua, a hiki ke ʻōlelo ʻia he mau millimeters wale nō ke kaʻawale.
ʻO nā hui ʻē aʻe ʻo JinkoSolar, BYD, a me Longi, ʻo ia nā hui ʻike āpau.ʻO kekahi o nā mea kupanaha loa ʻo BYD.ʻO BYD, ka mea i ʻike mau ʻia i nā kaʻa ʻenehana hou a me nā pihi mana, ua hoʻokō nui ʻia ma ke kahua photovoltaic, a he nui nā patent pili.
ʻO ka lanakila ʻana o nā ʻoihana alakaʻi e like me Longi a me JA Technology i ka mākeke Brazil i kēia manawa e hōʻike ana i ka ʻoihana kūʻai kūʻai kūpono o BYD ma nā mākeke o waho.
Eia kekahi, hōʻike ka ʻikepili i ka ʻumi kiʻi kiʻi kiʻi kiʻi kiʻekiʻe o Brazil no 87% o ka nui o nā mea i lawe ʻia mai, a hilinaʻi nui lākou i nā kumu waho.He manawa kūpono kēia no nā hui photovoltaic Kina.
ʻOiai ʻo ia kekahi o nā ʻāina koʻikoʻi ma ʻAmelika Hema, he kūlana māmā maikaʻi loa ʻo Brazil a kākoʻo pū ka wahi kūloko i ka hoʻomohala ʻana i ka ikehu hou.Ke emi nei ke kumu kūʻai o ka hana mana photovoltaic, ʻo ka photovoltaics kekahi o nā kumu ikehu hou a Brazil e hoʻopili nui ai.I ka manawa like, nele ka ʻāina i nā ʻoihana photovoltaic ikaika a koi aku i nā hui o waho e hoʻoulu i ka mākeke kūloko.
Ma Malaki 18, 2021, ua hoʻolaha ʻo Canadian Solar Inc. i kāna hōʻike kālā ʻehā a me ka makahiki piha no 2020.
1. Ua hoʻonui ʻia ka nui o ka hoʻouna ʻana i nā module e 32% i kēlā me kēia makahiki, a hiki i 11.3GW, i kū like me ka manaʻo o ka ʻoihana a me ka ʻoihana.ʻO ia kekahi o nā hui liʻiliʻi me nā hoʻouna module ma mua o 10GW, e hōʻike ana i ka ikaika o Canadian Solar.
2. Ua hoʻonui ʻia ka loaʻa kālā o ka makahiki ma 9%, a hiki i 3.5 biliona kālā ʻAmelika.
3. Ua kūʻai ʻia aku ka nui o nā papahana solar 1.4GW i loko o ka makahiki, a ua ʻoi aku ka nui o nā waihona papahana ma mua o 20GW.
4. Manaʻo ʻia e loaʻa i ka ʻoihana mālama pākaukau ma ʻAmelika Hui Pū ʻIa ma kahi o 10% i ka makahiki 2021 ma hope o ka lanakila ʻana i kahi ʻaelike hoʻopaʻa pākaukau kokoke i 1GWh.
5. ʻO ka nui o nā papahana mālama ikehu kokoke i 9GWh;
6. ʻO ka spin-off a me ka papa inoa o CSI Solar, kahi hui o nā ʻāpana MSS a me nā ʻoihana hoʻonā ʻōnaehana, aia ma ke ala.
7. ʻO ka loaʻa kālā i loaʻa iā Canadian Solar he US$147 miliona, a i ʻole nā loaʻa i hoʻoheheʻe ʻia no kēlā me kēia mahele o US $2.38.
Ma ke ʻano he hui photovoltaic koʻikoʻi o ka honua, ua hoʻokō ʻo Canadian Solar i ka ulu ʻana o kēlā me kēia makahiki ma nā ʻoihana he nui e like me ke kūʻai aku ʻana a me ka loaʻa kālā.I ka manawa like, ua hoʻokumu pū ʻo Canadian Solar i kahi hoʻolālā hohonu i ka ʻoihana mālama ikehu.ʻO ka hui pū ʻana o photovoltaic a memālama ikehuua manaʻo ʻia hoʻi e ka ʻoihana he ʻano koʻikoʻi i ka wā e hiki mai ana o ka hoʻomohala photovoltaic, a hiki iā ia ke hoʻoponopono pono i nā pilikia o ka haʻalele ʻana o ka lā a me ka instability o ka mana photovoltaic.
Akā ma ke ʻano o ka loaʻa kālā, ka mea e hopohopo nui ai nā mea hoʻopukapuka, ua hāʻawi wale ʻo Canadian Solar i ka nui, akā ʻaʻole i wehewehe i ka ulu.E nānā i ka hōʻike makahiki 2019 a Kanada Canadian, e hōʻike ana i kāna waiwai kālā no ka makahiki holoʻokoʻa o 2019 he 171.6 miliona US kālā.
I nā huaʻōlelo ʻē aʻe, i ke ʻano o ka piʻi ʻana o nā hoʻouna module a me ka loaʻa kālā, ua hōʻole ka waiwai ʻupena o Canadian Solar, ma kahi o 14.3%, lilo i alakaʻi photovoltaic ʻē aʻe me ka emi ʻana o ka loaʻa kālā.
Hōʻike ka ʻikepili i ka mana photovoltaic hou o koʻu ʻāina he 48.2GW i 2020, kahi piʻi o kahi 60% makahiki-ma-makahiki, he kiʻekiʻe hou nō hoʻi i nā makahiki ʻekolu i hala.Ua hoʻokō ka hapa nui o nā ʻoihana photovoltaic i ka hoʻomohala wikiwiki i 2020 a ua hāʻawi i nā transcripts maikaʻi, ʻoi aku ka nui o nā hui alakaʻi e like me Longi a me Sungrow.
Eia naʻe, i ka wā i hoʻokuʻu ai nā hui he nui i nā hoʻolaha o nā wānana hana i kēlā me kēia, ua hoʻopuka ʻo Risen Energy i kahi wānana hana "kūʻokoʻa".Manaʻo ka hui i ka loaʻa kālā o 160 miliona a 240 miliona yuan, kahi emi o 75.35% a 83.57% mai ka manawa like i ka makahiki i hala;ʻO ka loaʻa kālā ma hope o ka unuhi ʻana e manaʻo ʻia he 60 miliona a hiki i 140 miliona yuan, ke kumu o ka haunaele.
I ka manawa like, ua hoʻoweliweli kēia wānana hana i ka mākeke lua, e ʻae ana iā Risen Energy e alakaʻi i nā ʻoihana photovoltaic ʻē aʻe, a ua hoʻomaka ka hāʻule o ke kumukūʻai.Hōʻike nā ʻikepili ma Ianuali 29, ʻo 24.11 yuan ke kumu kūʻai o Risen Energy, a i ka pau ʻana o Pepeluali 8, ua hāʻule i 13.27 yuan, kahi emi o ka makahiki ma kahi o 45%.I loko o ka manawa like, nā hui photovoltaic alakaʻi ʻē aʻe, e like meʻO Longi, Tongwei a me Sungrow, aia nō i ka piʻi ʻana o nā kumukūʻai kumukūʻai, e hōʻike ana i ka "mana" o kēia wānana hana.
ʻO ka hāʻule ʻana o ka loaʻa kālā ʻo Canadian Canadian i kēia manawa he mea kupanaha nō hoʻi, no ka mea ʻaʻole i haʻi ʻo Canadian Canadian i ke kumu nui o ka ulu ʻana o ka loaʻa kālā ma kēia hōʻike kālā.
Eia nō naʻe, ʻaʻole like me Risen Orient, ua lawe ka mākeke lua i kahi ʻano ʻokoʻa i ka emi ʻana o ka loaʻa kālā o Kanada Kanada ma 2020.
Ma ka hopena o Malaki 18, Eastern Time, ua pani ʻia ke kumukūʻai kūʻai o Canadian Solar ma 42,86 US dollars, he piʻi o 3,53%, a ʻo ka huina o ka mākeke kūʻai he 2,531 biliona kālā ʻAmelika.I ka lā hoʻokahi, ua hāʻule ka Dow Jones Index a me Nasdaq, kahi i hāʻule ai ʻo Nasdaq e 3,02%, a ʻo Tesla, ʻo ia hoʻi i ke kahua o ka ikehu hou, hāʻule kokoke i 7%.ʻAʻole maʻalahi ka Canadian Solar e piʻi mau.
ʻO nā hui ʻelua me ka emi ʻana o ka loaʻa kālā like ʻole, ʻo Risheng Oriental wale nō ka emi ʻana ma mua o Canadian Solar.
Wahi a ka hōʻike o Risen Energy no nā hapaha mua ʻekolu o 2020, ʻo kāna waiwai kālā ma kahi o 302 miliona yuan, hoʻonui i ka makahiki o 1.31%.Ma ka hōʻike makahiki, ʻo 160 miliona a 240 miliona yuan i koe.Ma hope o ka unuhi ʻana i nā loaʻa a me nā poho mau ʻole, aia kahi poho.ʻO ia hoʻi, i ka hapahā ʻehā o koʻu ʻāina e piʻi nui ana, hāʻule ʻo Risen Energy i kahi poho.No laila, kūpono hoʻi ka Panic.
Ma kēia mea, ua wehewehe pū ʻo Risen Energy i ka ʻōlelo hoʻohui o ka wānana hana.I kēia manawa, ua hoʻonui ʻia ka hoʻopuka ʻana o ka hui o nā cell photovoltaic a me nā modules, a ua hoʻonui ʻia ka loaʻa kālā o nā huahana photovoltaic pili.Ma muli o ka hopena ʻelua o ka emi ʻana o nā kumukūʻai kūʻai aku, ua emi ka palena o ka loaʻa kālā o ke kūʻai ʻana i nā huahana photovoltaic i ka wā hōʻike i hoʻohālikelike ʻia me ka manawa like o ka makahiki i hala.
ʻOi loa i ka hā o ka hapaha, ua emi iho ka awelika o ka loaʻa kālā o ke kūʻai aku ma kahi o 13-15% i hoʻohālikelike ʻia me nā hapaha ʻekolu i hala, a ʻo ka hopena o ka loaʻa kālā ma kahi o 450 miliona yuan a 540 miliona yuan.
Hōʻike ʻia kēia kūlana i nā ʻoihana alakaʻi ʻē aʻe.No ka laʻana, ʻaʻole maikaʻi ka ulu ʻana o ka loaʻa kālā ʻupena makahiki o LONGi e like me nā hapaha ʻekolu i hala.Hiki ke ʻike ʻia ma ka hapahā ʻehā, he nui nā hui photovoltaic e kūleʻa ana, akā ʻo ka ʻoiaʻiʻo e nalowale ana ke kālā.
Akā ʻo Canadian Artes, ka mea i helu ʻia ma ka mākeke US stock a he haʻahaʻa haʻahaʻa o ka ʻoihana ma ka mākeke Kina, e pale wale i kēia kūlana.Wahi a ka hoʻolaha, ua maikaʻi loa ka hana mākeke o Canadian Solar ma ka hapahā ʻehā, ʻoi aku ka maikaʻi o ka ʻoihana a me nā manaʻo o ka ʻoihana.
Ma waena o lākou, ʻo ka nui o ka hoʻouna ʻana o ka module i ka hapahā ʻehā o 2020 he 3GW, ʻo ia ka 26.5% o ka nui o ke kūʻai aku makahiki;ʻo ka hapahā o nā kūʻai kūʻai he US $ 1.041 biliona, hoʻonui i ka mahina o 14%, ma mua o ka wānana kūʻai mua e 980 miliona-1 biliona US.
He 13.6% ka huina waiwai nui ma ka hapaha eha, ua oi aku ka nui o ka huina kumu waiwai mua e 8%-10%;ʻo ka loaʻa kālā ma ka hapahā ʻehā he US $ 7 miliona, ʻo ia ka 4.76% o ka loaʻa kālā makahiki.
He kumu koʻikoʻi kēia no ka manaʻo o ka mākeke lua e pili ana i ka Canadian Solar.ʻOiai ʻaʻole i kiʻekiʻe ka loaʻa kālā ma ka hapahā ʻehā, ʻaʻole ia i hāʻule i kahi poho.
Akā ʻaʻole hiki ke hōʻole ʻia ke emi maoli nei ka palena kālā nui o Canadian Solar.ʻO kēia ke kumu o ka emi ʻana o kāna loaʻa kālā ʻoiai ka ulu ʻana o nā ukana a me nā loaʻa kālā.
Wahi a ka Canadian Solar's 2019 makahiki hōʻike, ʻo kāna ʻāpana waiwai nui e like me 22.4%.ʻO ka palena waiwai nui o 13.6% i ka hapahā ʻehā o kēia makahiki he 8-10% kiʻekiʻe ma mua o ka mea i manaʻo ʻia, hiki ke ʻike i ke āpau.
Eia naʻe, mai ka hiʻohiʻona o ka ʻoihana photovoltaic, ʻo ia hoʻi ka hopena hiki ʻole o ka photovoltaics e komo i ke au o ka parity.Ua hoʻonui nā ʻoihana alakaʻi i kā lākou hana e hoʻomaikaʻi i kā lākou hoʻokūkū, a e hāʻule ʻole lākou i ke "kaua kumukūʻai".He aha hou aʻe, ʻo 2020 kahi pae koʻikoʻi i ka hoʻomohala ʻana i nā modula nui.Ke hoʻohālikelike ʻia me ka emi ʻana o ka loaʻa kālā, ʻoi aku ka makaʻu o nā ʻoihana i ka waihona.Ke piʻi aʻe ke kiʻekiʻe o ka mākeke o nā modules nui, ʻo ka 158 a me 166 modules i kēia manawa he "hot potato".
ʻOiaʻiʻo, ʻaʻohe kumu o ke kumukūʻai Kanada no ka emi ʻana, a ʻo ka haʻahaʻa haʻahaʻa kekahi mea nui.He ʻumi makahiki i hala aku nei, aia ka ʻoihana photovoltaic o koʻu ʻāina i kona wā kamaliʻi.I kēlā manawa, koho nā hui photovoltaic e papa inoa ma ʻAmelika i mea e loaʻa ai ka manaʻo o ka poʻe hoʻopukapuka kālā a me nā kumukūʻai kiʻekiʻe.
ʻO wai ka mea i manaʻo ma hope o nā makahiki he ʻumi wale nō, ua lilo koʻu ʻāina i ʻāina me ka mana kiʻekiʻe loa o nā photovoltaics i hoʻokomo ʻia ma ka honua, a ʻo ka hiki ke hoʻokomo hou ʻia i kēlā me kēia makahiki.
Kākoʻo ʻia e ka mākeke Kina, ua lilo ʻo Longi i ʻoihana photovoltaic waiwai nui o ka honua.Nui nā hui photovoltaic i helu ʻia ma ʻAmelika Hui Pū ʻIa i koho e hoʻi i nā ʻāpana A, e like me Trina Solar.ʻAʻole kiʻekiʻe ke kumukūʻai o Canadian Solar ma ʻAmelika Hui Pū ʻIa, ma kahi o 16.5 biliona yuan wale nō, ʻoi aku ka liʻiliʻi ma mua o ka hapaʻumi o nā ʻāpana LONGi, maikaʻi loa ka hana.Eia nō naʻe, pono e haʻi ʻia ua hōʻike pū ʻo Canadian Solar i kona manaʻo e hoʻokaʻawale i kāna ʻoihana a hoʻopaʻa inoa iā ia ma nā ʻāpana A i 2020, a ua hoʻomaka ʻo ia e holomua.Ua manaʻo ʻia e pae i nā ʻāpana A i 2021.
ʻO Dongguan Slocable Photovoltaic Technology Co., LTD.
Pākuʻi：Guangda Manufacturing Hongmei Science and Technology Park, No. 9-2, Hongmei Section, Wangsha Road, Hongmei Town, Dongguan, Guangdong, Kina
TEL: 0769-22010201
