Xyoo 2020-10-13
Canadian Solar Power Group Co., Ltd. yog ib lub tuam txhab ua lag luam txawv teb chaws nrog cov tswv lag luam txawv teb chaws: Canadian Solar Inc.
Canadian Solar Power Group tau tsim nyob rau xyoo 2001 los ntawm Dr. Qu Xiaohua, tus kws tshaj lij hnub ci rov qab los, thiab tau teev nyob rau hauv Nasdaq Tshuag Txauv (NASDAQ: CSIQ) hauv 2006. Nws tshwj xeeb hauv silicon ingots, silicon wafers, thiab hnub ci hlwb.Nws yog ib qho kev lag luam photovoltaic kev koom ua ke koom nrog hauv kev tshawb fawb thiab kev tsim kho, tsim khoom thiab muag cov hnub ci vaj huam sib luag, hnub ci modules thiab cov khoom siv hnub ci, nrog rau kev tsim thiab kev teeb tsa ntawm lub hnub ci fais fab nroj tsuag.
Thaum Lub Xya Hli xyoo no, CSIQ tau tshaj tawm nws qhov kev txiav txim siab rov qab mus rau A shares, hais tias nrog kev pab los ntawm cov kws pab tswv yim nyiaj txiag sab nraud thiab cov kws pab tswv yim kev cai lij choj, pawg neeg tshwj xeeb ntawm cov thawj coj ywj pheej ntawm lub tuam txhab tau ua tiav qhov kev ntsuam xyuas muaj peev xwm ntawm lub tuam txhab cov tswv yim lwm txoj hauv kev.
Tom qab soj ntsuam cov txiaj ntsig ntawm lub tswv yim no, Canadian Pawg Thawj Coj ntawm Canadian tau txiav txim siab tias MSS yuav raug teev nyob rau hauv SSE STAR Market lossis ChiNext Market.
Raws li qhov ua ntej hauv Suav IPO lag luam, cov txheej txheem sau npe yuav tsum siv sijhawm 18-24 lub hlis.Raws li Tuam Tshoj txoj cai tswj hwm kev nyab xeeb, lub chaw muag khoom yuav tsum tau hloov mus rau hauv lub tuam txhab Sino-tawm txawv teb chaws koom ua ke ua ntej sau npe, thiab ua tiav los ntawm ib puag ncig ntawm cov nyiaj txiag los ntawm cov neeg ua lag luam hauv tsev.
Tau ntsib nrog seb MSS sector tuaj yeem sau npe rau ntawm Tuam Tshoj peev kev lag luam thiab qhov kev cia siab ntawm kev nqis peev tom qab sau npe, Canadian Solar tau hais tias: "Qhov no nyob ntawm cov xwm txheej suav nrog tab sis tsis txwv rau Tuam Tshoj thiab thoob ntiaj teb kev lag luam peev, kev tswj hwm ib puag ncig rau kev nyab xeeb, Lub tuam txhab kev ua tau zoo nyiaj txiag thiab nws cov kev cai rau kev teev npe hauv Suav teb. "
Thaum ntxov Lub Kaum Ob Hlis 2017, Canadian Artes tshaj tawm nws txoj kev lag luam ntiag tug.Hmoov tsis zoo, thaum lub Kaum Ib Hlis 2018, txoj kev npaj ua lag luam ntiag tug rau ze li ib xyoos tau raug ncua.Raws li cov laj thawj rau kev ncua, Canadian Solar tsis tau tshaj tawm ntau dhau.
Ntawm qhov tod tes, thaum ntxov li 2000, BYD tau pib koom nrog hauv thaj chaw photovoltaic, thiab tam sim no tau paub txog tag nrho kev lag luam saw technology ntawm silicon ingots, silicon wafers, hlwb, thiab modules.Txawm li cas los xij, lub tuam txhab no, uas paub zoo nyob hauv tsev thiab txawv teb chaws hauv kev lag luam tsheb, tau qis qis hauv thaj chaw photovoltaic, thiab nws cov kev ua tiav tsis tau pom tseeb.
Nws tseem yuav pom tias BYD kev nqis peev hauv Canadian Hnub Ci yuav cuam tshuam rau theem tom ntej ntawm kev txhim kho ntawm ob tog hauv kev lag luam hnub ci.
Daim ntawv patent thov los ntawm BYD thaum Lub Kaum Ob Hlis 29, 2017 tau luam tawm.Qhov no patent yog "Lightwave Conversion Materials and Its Preparation Method and Solar Cell", tus xov tooj yog CN109988370B.
Nws tau tshaj tawm tias tam sim no invention muaj feem xyuam rau thaj tsam ntawm lub hnub ci hlwb, tshwj xeeb tshaj yog rau lub teeb yoj hloov cov ntaub ntawv thiab lawv txoj kev npaj thiab hnub ci hlwb.Cov khoom siv hluav taws xob hloov hluav taws xob muab los ntawm qhov kev tsim tawm tam sim no tuaj yeem ua rau lub hnub ci siv lub teeb nyob rau hauv qhov dav dav, piv txwv li, lub teeb ultraviolet, uas pab txhim kho cov duab hluav taws xob hloov hluav taws xob ntawm lub hnub ci.
Nyob rau hauv cov nqe lus ntawm kev txhim kho kev hloov dua siab tshiab ntawm lub hnub ci hlwb, ntau lub tuam txhab photovoltaic tab tom kawm cov roj teeb tshiab.Piv txwv li, TOPCon hlwb thiab heterojunction hlwb tau ua qee yam kev vam meej, tab sis lawv tag nrho raws li kev hloov cov ntaub ntawv saum npoo ntawm lub hnub ci.Ntau lub tuam txhab tsis tau koom nrog hauv kev siv lub dav hlau dav dav, lossis tau txiav txim siab txog cov kev daws teeb meem zoo li no.Pom tias txoj kev no raug thaiv.
Raws li kev lag luam tsom mus rau thev naus laus zis, BYD tsis tsuas yog muaj kev ua tiav siab heev hauv kev ua haujlwm ntawm lub zog tshiab, lub zog hluav taws xob, thiab lwm yam, tab sis kuj muaj qhov dav dav hauv kev lag luam photovoltaic.Nyob rau tib lub sijhawm, nws muaj qee yam kev lag luam sib koom hauv kev lag luam hauv tsev thiab txawv teb chaws, thiab nws lub zog tsis tuaj yeem tsis quav ntsej.Xws li patents tuaj yeem muab tso rau hauv kev tsim khoom, thiab nws yuav ua rau muaj kev vam meej rau Tuam Tshoj txoj kev lag luam photovoltaic.
Hauv kev txheeb cais ntawm Brazil's PV module ntshuam hauv xyoo 2020, Suav tuam txhab lag luam PV tuav cuaj lub rooj.
Ntawm lawv, Canadian Hnub Ci nyob rau thawj zaug nrog 926MWp ntawm kev xa khoom, Trina Solar thiab Risen Energy nyob qib thib ob thiab thib peb.Qhov sib txawv ntawm ob yog tsis pom tseeb, thiab nws tuaj yeem hais tias tsuas yog ob peb millimeters sib nrug.
Lwm lub tuam txhab yog JinkoSolar, BYD, thiab Longi, uas yog tag nrho cov tuam txhab paub.Ib qho ntawm qhov xav tsis thoob yog BYD.BYD, uas ib txwm muaj kev paub zoo hauv cov tsheb tshiab thiab cov roj teeb hluav taws xob, kuj tau ua tiav kev ua tiav hauv thaj chaw photovoltaic, thiab muaj ntau yam patents.
Kev swb ntawm cov tuam txhab ua lag luam xws li Longi thiab JA Technology hauv Brazilian kev ua lag luam lub sij hawm no kuj qhia txog BYD txoj kev muag khoom zoo tshaj plaws hauv kev lag luam txawv teb chaws.
Tsis tas li ntawd, cov ntaub ntawv qhia tau hais tias Brazil lub sab saum toj kaum lub npe photovoltaic account rau 87% ntawm tag nrho cov ntshuam, thiab lawv vam khom rau lwm qhov chaw.Qhov no yog lub sijhawm zoo rau Suav tuam txhab photovoltaic.
Raws li ib qho ntawm cov teb chaws tseem ceeb hauv South America, Brazil muaj lub teeb pom kev zoo heev thiab thaj chaw hauv cheeb tsam kuj txhawb kev txhim kho lub zog tauj dua tshiab.Raws li cov nqi hluav taws xob photovoltaic tau qis dua thiab qis dua, photovoltaics yog ib qho ntawm cov khoom siv hluav taws xob tauj dua tshiab uas Brazil tseem ceeb heev rau.Nyob rau tib lub sijhawm, lub teb chaws tsis muaj cov tuam txhab photovoltaic muaj zog thiab xav kom cov tuam txhab txawv teb chaws los txhawb kev lag luam hauv zos.
Thaum Lub Peb Hlis 18, 2021, Canadian Solar Inc. tau tshaj tawm nws daim ntawv qhia txog nyiaj txiag thib plaub thiab xyoo 2020.
1. Tag nrho cov qauv xa tawm tau nce 32% xyoo-rau-xyoo, mus txog 11.3GW, uas yog raws li lub tuam txhab thiab kev lag luam kev cia siab.Nws kuj yog ib qho ntawm ob peb lub tuam txhab nrog cov khoom xa tawm ntau tshaj 10GW, ua pov thawj Canadian Solar lub zog.
2. Cov nyiaj tau los txhua xyoo tau nce 9%, mus txog 3.5 billion US dollars.
3. Tag nrho ntawm 1.4GW hnub ci tej yaam num tau muag thoob plaws hauv lub xyoo, thiab tag nrho cov phiaj xwm reserves tshaj 20GW.
4. Nws xav tias kev lag luam roj teeb cia hauv Tebchaws Meskas yuav muaj kev sib koom ua lag luam li ntawm 10% hauv 2021 tom qab yeej ib daim ntawv cog lus cia roj teeb ze li ntawm 1GWh.
5. Tag nrho cov khoom siv hluav taws xob cia yog ze li ntawm 9GWh;
6. Kev sib tw thiab kev teev npe ntawm CSI Hnub Ci, ib lub koom haum ntawm MSS Cheebtsam thiab kev daws teeb meem kev lag luam, tab tom taug qab.
7. Cov nyiaj tau los ntawm Canadian Solar yog US $ 147 lab, lossis cov nyiaj tau los diluted ib feem ntawm US $ 2.38.
Raws li lub ntiaj teb kev ua lag luam photovoltaic, Canadian Hnub Ci tau ua tiav kev loj hlob txhua xyoo hauv ntau lub lag luam xws li kev muag khoom thiab cov nyiaj tau los.Nyob rau tib lub sijhawm, Canadian Solar kuj tau nthuav tawm qhov tob tob hauv kev lag luam cia lub zog.Kev sib xyaw ntawm photovoltaic thiablub zog ciatseem suav hais tias yog kev lag luam los ua ib qho tseem ceeb ntawm kev txhim kho photovoltaic yav tom ntej, thiab nws tuaj yeem daws cov teeb meem ntawm hnub ci tso tseg thiab tsis ruaj khov ntawm kev tsim hluav taws xob photovoltaic.
Tab sis nyob rau hauv cov nqe lus ntawm cov nyiaj tau los, uas cov tub ua lag luam muaj kev txhawj xeeb tshaj plaws, Canadian Solar tsuas yog muab tus nqi, tab sis tsis tau piav qhia txog kev loj hlob.Txheeb xyuas Canadian Canadian daim ntawv tshaj tawm xyoo 2019, uas qhia tau tias nws cov nyiaj tau los tag nrho rau xyoo 2019 yog 171.6 lab nyiaj daus las.
Nyob rau hauv lwm yam lus, nyob rau hauv cov ntaub ntawv ntawm nce module xa thiab cov nyiaj tau los, cov nyiaj tau los ntawm Canadian Hnub Ci poob, txog 14.3%, dhau los ua lwm tus thawj coj ntawm photovoltaic nrog ib xyoos ib zaug hauv cov nyiaj tau los.
Cov ntaub ntawv qhia tau hais tias kuv lub teb chaws lub peev xwm photovoltaic tshiab yuav yog 48.2GW xyoo 2020, nce txog li 60% xyoo-rau-xyoo, uas tseem yog qhov tshiab siab hauv peb lub xyoos dhau los.Feem ntau cov tuam txhab photovoltaic tau ua tiav kev loj hlob sai hauv 2020 thiab tau xa cov ntawv sau zoo, tshwj xeeb tshaj yog cov tuam txhab ua lag luam xws li Longi thiab Sungrow.
Txawm li cas los xij, thaum ntau lub tuam txhab tshaj tawm cov lus tshaj tawm ntawm kev kwv yees kev ua tau zoo ib qho tom qab, Risen Energy tau tshaj tawm "kev ua tau zoo" kev kwv yees.Lub tuam txhab cia siab tias cov nyiaj tau los ntawm 160 lab rau 240 lab yuan, txo qis ntawm 75.35% rau 83.57% ntawm tib lub sijhawm xyoo tas los;cov nyiaj tau los tom qab txiav tawm yuav tsum tau poob ntawm 60 lab rau 140 lab yuan, ua rau muaj kev kub ntxhov.
Nyob rau tib lub sijhawm, qhov kev kwv yees qhov kev ua tau zoo no kuj ua rau muaj kev ntxhov siab hauv kev lag luam thib ob, tso cai rau Risen Energy coj lwm lub tuam txhab photovoltaic, thiab tus nqi sib koom pib poob.Cov ntaub ntawv qhia tau hais tias thaum Lub Ib Hlis 29, Risen Energy tus nqi sib koom yog 24.11 yuan, thiab txij li lub Ob Hlis 8, nws tau poob mus rau 13.27 yuan, ib xyoos ib zaug poob ze li ntawm 45%.Nyob rau tib lub sijhawm, lwm cov tuam txhab photovoltaic, xws liLongi, Tongwei thiab Sungrow, tseem nyob rau hauv kev nce siab ntawm cov nqi Tshuag, uas qhia tau hais tias "lub zog" ntawm qhov kev kwv yees ua tau zoo.
Qhov poob ntawm Canadian Canadian cov nyiaj tau los ntawm lub sijhawm no kuj yog qhov xav tsis thoob, tej zaum vim Canadian Canadian tsis tau hais txog qhov tseem ceeb rau kev loj hlob ntawm cov nyiaj tau los hauv daim ntawv qhia nyiaj txiag no.
Txawm li cas los xij, tsis zoo li Risen Orient, lub lag luam thib ob tau coj tus cwj pwm tsis zoo rau qhov kev poob qis hauv Canadian cov nyiaj tau los hauv 2020.
Raws li kev kaw thaum Lub Peb Hlis 18, Lub Sij Hawm Sab Hnub Tuaj, Canadian Solar cov nqi lag luam kaw ntawm 42.86 US las, nce ntawm 3.53%, thiab tag nrho cov nqi lag luam yog 2.531 billion US dollars.Nyob rau tib hnub, Dow Jones Index thiab Nasdaq tau poob, uas Nasdaq poob los ntawm 3.02%, thiab Tesla, uas tseem yog lub teb ntawm lub zog tshiab, poob ze li 7%.Nws tsis yooj yim rau Canadian Hnub Ci kom nce ntxiv.
Ntawm ob lub tuam txhab nrog tib cov txiaj ntsig poob qis, tsuas yog Risheng Oriental qhov poob qis dua ua ntej Canadian Hnub Ci.
Raws li tsab ntawv ceeb toom ntawm Risen Energy rau thawj peb lub hlis twg ntawm 2020, nws cov nyiaj tau los yog kwv yees li 302 lab yuan, ib xyoos ib zaug nce ntawm 1.31%.Hauv daim ntawv tshaj tawm txhua xyoo, tsuas yog 160 lab mus rau 240 lab yuan tau tshuav.Tom qab txiav tawm cov txiaj ntsig uas tsis yog rov ua dua thiab poob, muaj qhov poob.Qhov ntawd yog hais tias, nyob rau lub quarter thib plaub ntawm kuv lub teb chaws lub peev xwm tau nce siab, Risen Energy poob rau hauv kev poob.Yog li Panic kuj tsim nyog.
Hauv qhov no, Risen Energy kuj tau piav qhia hauv cov lus qhia ntxiv ntawm kev kwv yees ua haujlwm.Nyob rau hauv lub sij hawm no, lub tuam txhab tso zis ntawm photovoltaic cell thiab modules tau nce, thiab cov nyiaj tau los ntawm kev muag khoom ntawm cov khoom uas muaj feem xyuam nrog photovoltaic tau nce.Vim muaj kev cuam tshuam ob qho kev poob ntawm cov nqi muag khoom, cov nyiaj tau los tag nrho ntawm kev muag khoom ntawm cov khoom siv hluav taws xob photovoltaic thaum lub sij hawm tshaj tawm tau txo qis piv rau tib lub sijhawm ntawm xyoo dhau los.
Tshwj xeeb tshaj yog nyob rau hauv lub quarter thib plaub, qhov nruab nrab tag nrho cov nyiaj tau los ntawm module muag khoom poob los ntawm kwv yees li 13-15% piv nrog rau peb lub hlis twg dhau los, thiab qhov cuam tshuam ntawm kev khiav hauj lwm cov nyiaj tau los yog kwv yees li 450 lab yuan rau 540 lab yuan.
Qhov xwm txheej no kuj tshwm sim hauv lwm lub tuam txhab ua lag luam.Piv txwv li, LONGi cov nyiaj tau los txhua xyoo kev loj hlob tsis zoo li peb lub hlis twg dhau los.Nws tuaj yeem pom tias nyob rau lub quarter thib plaub, ntau lub tuam txhab photovoltaic zoo li ua tiav, tab sis qhov tseeb lawv yuav poob nyiaj.
Tab sis Canadian Artes, uas tau teev nyob rau hauv Teb Chaws Asmeskas Tshuag lag luam thiab muaj feem tsawg ntawm kev lag luam hauv Suav lag luam, tsuas yog zam qhov xwm txheej no.Raws li kev tshaj tawm, Canadian Solar kev ua lag luam kev ua lag luam nyob rau hauv lub quarter thib plaub tau zoo heev, dhau ntawm lub tuam txhab thiab kev lag luam kev cia siab.
Ntawm lawv, cov khoom xa tuaj ntawm module hauv lub quarter thib plaub ntawm 2020 yog 3GW, suav txog 26.5% ntawm cov khoom muag txhua xyoo;lub quarter thib plaub muag tau nyiaj txog US $ 1.041 billion, ib hlis-rau-lub hlis nce ntawm 14%, tshaj li qhov qub kev kwv yees muag los ntawm 980 lab-1 billion US dollars.
Cov nyiaj tau los tag nrho hauv lub quarter thib plaub yog 13.6%, uas tau tshaj li qhov kev xav tau ntawm cov nyiaj tau los tag nrho los ntawm 8% -10%;cov nyiaj tau los hauv lub quarter thib plaub yog US $ 7 lab, suav txog 4.76% ntawm cov nyiaj tau los txhua xyoo.
Qhov no yog ib qho laj thawj tseem ceeb vim li cas kev lag luam theem nrab yog qhov zoo ntawm Canadian Hnub Ci.Txawm hais tias cov nyiaj tau los hauv lub quarter thib plaub tsis siab, nws tsis poob rau hauv kev poob.
Tab sis nws yog qhov tsis lees paub tias Canadian Solar cov nyiaj tau los tag nrho yog qhov poob qis.Qhov no yog lub hauv paus ua rau poob ntawm nws cov nyiaj tau los txawm tias kev loj hlob hauv kev xa khoom thiab cov nyiaj tau los.
Raws li Canadian Solar's 2019 daim ntawv tshaj tawm txhua xyoo, nws cov nyiaj tau los tag nrho yog siab li 22.4%.Tag nrho cov nyiaj tau los ntawm 13.6% nyob rau hauv lub quarter thib plaub ntawm lub xyoo no yog 8-10% siab tshaj qhov xav tau, uas tuaj yeem pom qhov sib txawv.
Txawm li cas los xij, los ntawm kev xav ntawm kev lag luam photovoltaic, qhov no kuj yog qhov tshwm sim ntawm photovoltaics nkag mus rau lub sijhawm ntawm parity.Cov tuam txhab ua lag luam tau nthuav dav lawv cov kev tsim khoom los txhim kho lawv cov kev sib tw, thiab lawv yuav ua rau poob rau hauv "tus nqi tsov rog".Dab tsi ntxiv, 2020 tseem yog theem tseem ceeb hauv kev txhim kho cov qauv loj.Piv nrog rau qhov poob ntawm cov nyiaj tau los tag nrho, cov tuam txhab muaj kev ntshai ntau ntawm cov khoom muag.Thaum lub lag luam sib koom ntawm cov qauv loj loj tau nce siab thiab siab dua, tam sim no 158 thiab 166 modules yog "kub qos yaj ywm".
Tau kawg, Canadian Tshuag tsis muaj laj thawj rau kev poob qis, thiab kev ntsuas qis kuj yog qhov tseem ceeb.Kaum xyoo dhau los, kuv lub teb chaws kev lag luam photovoltaic tseem nyob rau hauv nws cov me nyuam mos.Lub sijhawm ntawd, cov tuam txhab photovoltaic tau xaiv los sau npe hauv Tebchaws Meskas kom tau txais cov neeg ua lag luam ntau dua thiab muaj txiaj ntsig ntau dua.
Leej twg yuav xav tias tom qab tsuas yog kaum xyoo, kuv lub teb chaws tau dhau los ua lub teb chaws uas muaj peev xwm ua tau zoo tshaj plaws ntawm photovoltaics hauv ntiaj teb, thiab lub peev xwm tshiab txhua xyoo tseem nyob deb ua ntej.
Rov qab los ntawm Suav lag luam, Longi tau dhau los ua lub tuam txhab photovoltaic hauv ntiaj teb.Ntau lub tuam txhab photovoltaic tau teev npe hauv Tebchaws Meskas kuj tau xaiv rov qab mus rau A shares, xws li Trina Solar.Canadian Solar tus nqi hauv Tebchaws Meskas tsis yog siab, tsuas yog kwv yees li 16.5 billion yuan, uas yog tsawg dua li ib feem kaum ntawm LONGi cov shares, qhov kev ua tau zoo yog qhov zoo.Txawm li cas los xij, nws tsim nyog hais tias Canadian Hnub Ci kuj tau qhia nws lub hom phiaj los faib nws txoj kev lag luam thiab sau nws hauv A shares hauv 2020, thiab twb tau pib ua ntej nws.Nws kwv yees tias nws yuav tsaws hauv A shares hauv 2021.
Dongguan Slocable Photovoltaic Technology Co., Ltd.
Ntxiv: Guangda Manufacturing Hongmei Science thiab Technology Park, No. 9-2, Hongmei Section, Wangsha Road, Hongmei Town, Dongguan, Guangdong, Suav teb
TEL: 0769-22010201
