2020-10-13
Canadian Solar Power Group Co., Ltd. ndi bizinesi yakunja konse yokhala ndi dzina laogawana nawo kunja: Canadian Solar Inc.
Gulu la Canadian Solar Power Group linakhazikitsidwa mu 2001 ndi Dr. Qu Xiaohua, katswiri wobwerera ku mphamvu ya dzuwa, ndipo adalembedwa pa Nasdaq Stock Exchange (NASDAQ: CSIQ) mu 2006. Amagwiritsa ntchito ma ingots a silicon, ma silicon wafers, ndi maselo a dzuwa.Ndi bizinesi yophatikizika ya photovoltaic yomwe ikuchita kafukufuku ndi chitukuko, kupanga ndi kugulitsa ma solar panels, ma module a solar ndi zinthu zamagetsi zamagetsi, komanso kupanga ndi kukhazikitsa makina opangira magetsi adzuwa.
Mu Julayi chaka chino, CSIQ idalengeza chisankho chake chobwerera ku magawo A, ponena kuti mothandizidwa ndi alangizi a zachuma akunja ndi alangizi azamalamulo, komiti yapadera ya otsogolera odziimira okha a kampaniyo yatha kuwunika kuthekera kwa njira zina zamakampani.
Atawunika zotsatira za njirayi, Canadian Canadian Board of Directors adaganiza kuti MSS ilembedwa pa SSE STAR Market kapena ChiNext Market.
Malinga ndi zomwe zidachitika pamsika waku China IPO, mndandanda wazinthuzi ukuyembekezeka kutenga miyezi 18-24.Malinga ndi zofunikira zoyendetsera chitetezo ku China, gawolo liyenera kusinthidwa kukhala kampani yolumikizana ndi Sino-yachilendo isanalembedwe, ndikumalizidwa kudzera muzandalama zoperekedwa ndi omwe akugulitsa nyumba.
Poyang'anizana ndi ngati gawo la MSS likhoza kulembedwa pamsika wa likulu la China komanso ziyembekezo zamtengo wapatali zitatha, Canadian Solar adati: "Izi zimatengera zomwe zikuphatikiza koma osati ku China komanso misika yayikulu yapadziko lonse lapansi, malo oyendetsera zinsinsi zolembedwa, Momwe kampaniyo ikugwirira ntchito pazachuma komanso zofunikira zake kuti zilembedwe ku China. ”
Kumayambiriro kwa Disembala 2017, Canada Artes idalengeza zachinsinsi.Tsoka ilo, mu Novembala 2018, dongosolo labizinesi kwa pafupifupi chaka lidayimitsidwa.Pazifukwa zoyimitsidwa, Canadian Solar sanaulule zambiri.
Komano, koyambirira kwa 2000, BYD idayamba kuchita nawo gawo la photovoltaic, ndipo tsopano yadziwa luso lonse laukadaulo la silicon ingots, zowotcha za silicon, ma cell, ndi ma module.Komabe, kampaniyi, yomwe imadziwika bwino kunyumba ndi kunja kwa galimoto yamagalimoto, yakhala yotsika kwambiri m'munda wa photovoltaic, ndipo zomwe zapindula sizinawonekere.
Zikuwonekerabe ngati ndalama za BYD ku Canadian Solar zidzakhudza gawo lotsatira pa chitukuko cha mbali zonse ziwiri mu malonda a dzuwa.
Patent yomwe idaperekedwa ndi BYD pa Disembala 29, 2017 idasindikizidwa.Patent iyi ndi "Lightwave Conversion Material and His Preparation Method and Solar Cell", nambala yofalitsidwa ndi CN109988370B.
Zimanenedwa kuti zomwe zilipo panopa zikugwirizana ndi gawo la maselo a dzuwa, makamaka zipangizo zosinthira kuwala ndi njira zawo zokonzekera ndi maselo a dzuwa.Zinthu zosinthira ma lightwave zomwe zaperekedwa ndi zomwe zidapangidwa pano zimatha kupangitsa kuti ma cell adzuwa azigwiritsa ntchito kuwala mokulirapo, mwachitsanzo, kuwala kwa ultraviolet, komwe kumapangitsa kuti ma photoelectric asinthe mphamvu zama cell a solar.
Pankhani yopititsa patsogolo kusinthika kwa ma cell a dzuwa, makampani ambiri a photovoltaic akuphunzira matekinoloje atsopano a batri.Mwachitsanzo, maselo a TOPCon ndi maselo a heterojunction apita patsogolo pang'ono, koma onse amachokera pakusintha zipangizo zapamtunda za maselo a dzuwa.Makampani ambiri sanachitepo kanthu pakugwiritsa ntchito mawonekedwe okulirapo a wavelength, kapena alingalirapo mayankho otere.Ndinapeza kuti msewuwu watsekedwa.
Monga bizinesi yokhazikika paukadaulo, BYD sikuti imangokhala ndi zopambana kwambiri pamagalimoto amagetsi atsopano, mabatire amagetsi, ndi zina zambiri, komanso ili ndi mawonekedwe otakasuka mumakampani a photovoltaic.Panthawi imodzimodziyo, ili ndi gawo lina la msika m'misika yapakhomo ndi yakunja, ndipo mphamvu zake sizinganyalanyazidwe.Ma Patent otere atha kupangidwa, ndipo zibweretsa kupita patsogolo kwamakampani aku China opanga ma photovoltaic.
Paziwerengero zamagawo a PV module yaku Brazil mu 2020, makampani aku China a PV amakhala ndi mipando isanu ndi inayi.
Pakati pawo, Canadian Solar adakhala woyamba ndi 926MWp yazinthu zochokera kunja, Trina Solar ndi Risen Energy zidakhala zachiwiri komanso zachitatu motsatana.Kusiyanitsa pakati pa ziwirizi sikuwonekera, ndipo tinganene kuti ndi mamilimita ochepa chabe.
Makampani ena ndi JinkoSolar, BYD, ndi Longi, omwe ndi makampani odziwika bwino.Chimodzi mwazodabwitsa kwambiri ndi BYD.BYD, yomwe yakhala ikudziwika bwino m'magalimoto atsopano amagetsi ndi mabatire amphamvu, yapindulanso kwambiri pazithunzi za photovoltaic, ndipo pali zovomerezeka zambiri zogwirizana.
Kugonjetsedwa kwa makampani otsogola monga Longi ndi JA Technology pamsika waku Brazil nthawi ino kukuwonetsanso maukonde abwino a BYD m'misika yakunja.
Kuonjezera apo, deta imasonyeza kuti mitundu khumi yapamwamba ya photovoltaic ya Brazil imakhala ndi 87% ya zonse zomwe zimatumizidwa kunja, ndipo zimadalira kwambiri magwero akunja.Uwu ndi mwayi waukulu kwa makampani aku China photovoltaic.
Monga amodzi mwa mayiko ofunikira ku South America, Brazil ili ndi mikhalidwe yabwino kwambiri yowunikira komanso dera la komweko limathandiziranso chitukuko cha mphamvu zongowonjezwdwa.Pamene mtengo wa magetsi a photovoltaic ukutsika ndi kutsika, photovoltaics ndi imodzi mwazinthu zowonjezera mphamvu zomwe Brazil imawona kuti ndizofunikira kwambiri.Panthawi imodzimodziyo, dziko lilibe makampani amphamvu a photovoltaic ndipo amafuna makampani akunja kuti alimbikitse msika wamba.
Pa Marichi 18, 2021, Canadian Solar Inc. idalengeza lipoti lake lazachuma la kotala lachinayi komanso lachaka chonse la 2020.
1. Ma module onse otumizidwa anawonjezeka ndi 32% chaka ndi chaka, kufika pa 11.3GW, zomwe zinali zogwirizana ndi zomwe kampaniyo ikuyembekezera.Ilinso imodzi mwamakampani ochepa omwe amatumiza ma module opitilira 10GW, kutsimikizira mphamvu za Canadian Solar.
2. Ndalama zonse zapachaka zawonjezeka ndi 9%, kufika pa madola 3.5 biliyoni a US.
3. Mapulojekiti oyendera dzuwa a 1.4GW adagulitsidwa chaka chonse, ndipo nkhokwe zonse za polojekiti zidaposa 20GW.
4. Zikuyembekezeka kuti bizinesi yosungira mabatire ku United States idzakhala ndi gawo la msika pafupifupi 10% mu 2021 atapambana pafupifupi 1GWh mgwirizano wosungira batire.
5. Chiwerengero chonse cha ntchito zosungira mphamvu ndi pafupifupi 9GWh;
6. Kuzungulira ndi kundandalikidwa kwa CSI Solar, kampani yaing'ono ya MSS components ndi system solutions bizinesi, kuli panjira.
7. Phindu lochokera ku Canadian Solar linali US$147 miliyoni, kapena phindu lochepetsedwa pagawo lililonse la US$2.38.
Monga kampani yotsogola padziko lonse lapansi ya photovoltaic, Canadian Solar yapeza kukula kwa chaka ndi chaka m'mabizinesi angapo monga malonda a module ndi ndalama.Panthawi imodzimodziyo, Canadian Solar yakhazikitsanso ndondomeko yozama mu bizinesi yosungirako mphamvu.Kuphatikiza kwa photovoltaic ndikusungirako mphamvuimaganiziridwanso ndi makampani kukhala njira yofunikira m'tsogolomu ya chitukuko cha photovoltaic, ndipo imatha kuthetsa bwino mavuto a kutayika kwa dzuwa ndi kusakhazikika kwa magetsi a photovoltaic.
Koma ponena za phindu la ndalama, zomwe amalonda akuda nkhawa kwambiri, Canadian Solar anangopereka ndalamazo, koma sanafotokoze kukula kwake.Onani lipoti la pachaka la 2019 la Canada, lomwe likuwonetsa kuti phindu lake la chaka chonse cha 2019 ndi $ 171.6 miliyoni US.
Mwa kuyankhula kwina, pankhani ya kukwera kwa ma module ndi ndalama, phindu la Canadian Solar linatsika, pafupifupi 14,3%, kukhala mtsogoleri wina wa photovoltaic ndi kuchepa kwa chaka ndi chaka mu phindu.
Deta ikuwonetsa kuti mphamvu yatsopano ya dziko langa yoyika photovoltaic idzakhala 48.2GW mu 2020, kuwonjezeka kwa pafupifupi 60% pachaka, komwe kulinso kwatsopano zaka zitatu zapitazi.Makampani ambiri a photovoltaic apeza chitukuko chofulumira mu 2020 ndipo apereka zolemba zabwino, makamaka makampani otsogolera monga Longi ndi Sungrow.
Komabe, makampani ambiri atatulutsa zidziwitso zolosera zam'tsogolo, Risen Energy idapereka chiwonetsero "chapadera".Kampaniyo ikuyembekeza phindu lokhazikika la 160 miliyoni mpaka 240 miliyoni yuan, kuchepa kwa 75.35% mpaka 83.57% kuyambira nthawi yomweyi chaka chatha;Phindu likachotsedwa likuyembekezeka kutayika pakati pa 60 miliyoni mpaka 140 miliyoni, zomwe zidayambitsa chipolowe.
Panthawi imodzimodziyo, kuwonetseratu kwa ntchitoyi kunachititsanso mantha pamsika wachiwiri, kulola Risen Energy kutsogolera makampani ena a photovoltaic, ndipo mtengo wagawo unayamba kugwa.Deta ikuwonetsa kuti pa Januware 29, mtengo wagawo wa Risen Energy unali 24.11 yuan, ndipo pofika kumapeto kwa February 8, idatsika mpaka 13.27 yuan, kutsika kwapachaka pafupifupi 45%.Panthawi yomweyi, makampani ena otsogola a photovoltaic, mongaLongi, Tongwei ndi Sungrow, anali adakali m'malo okwera mitengo yamtengo wapatali, zomwe zimasonyeza "mphamvu" ya chiwonetsero ichi.
Kutsika kwa phindu la Canadian Canadian nthawi ino kulinso kodabwitsa, mwina chifukwa Canada Canada sanatchule chifukwa chofunikira cha kukula kwa phindu mu lipoti la zachuma.
Komabe, mosiyana ndi Risen Orient, msika wachiwiri watenga malingaliro osiyana kwambiri ndi kuchepa kwa phindu la Canada ku 2020.
Pofika kumapeto kwa March 18, Eastern Time, mtengo wamtengo wapatali wa Canadian Solar unatsekedwa pa madola a 42,86 US, kuwonjezeka kwa 3.53%, ndipo mtengo wamtengo wapatali unali madola 2.531 biliyoni a US.Patsiku lomwelo, onse a Dow Jones Index ndi Nasdaq anali kugwa, pomwe Nasdaq idagwa ndi 3.02%, ndipo Tesla, yemwenso ndi gawo la mphamvu zatsopano, adagwa pafupifupi 7%.Sikophweka kuti Canadian Solar ipitirire kukwera.
Mwa makampani awiri omwe ali ndi phindu lomwelo, kutsika kwa Risheng Oriental kokha kunali patsogolo pa Canadian Solar.
Malinga ndi lipoti la Risen Energy kwa kotala zitatu zoyambirira za 2020, phindu lake ndi pafupifupi 302 miliyoni yuan, kuwonjezeka kwa chaka ndi 1.31%.Mu lipoti la pachaka, ma yuan miliyoni 160 mpaka 240 miliyoni okha ndi omwe adatsala.Pambuyo pochotsa zopindula zosabwerezabwereza ndi zotayika, panali kutayika.Ndiko kunena kuti, mu gawo lachinayi la mphamvu zomwe dziko langa zidakhazikitsidwa, Risen Energy idatayika m'malo mwake.Choncho Mantha nawonso ndi omveka.
Pachifukwa ichi, Risen Energy idafotokozeranso m'mawu owonjezera azomwe zachitika.Panthawiyi, kutulutsa kwa kampani kwa maselo a photovoltaic ndi ma modules awonjezeka, ndipo ndalama zogulitsa za photovoltaic zokhudzana nazo zawonjezeka.Chifukwa cha kugwa kwapawiri kwa mitengo yogulitsa, phindu lonse la malonda a zinthu za photovoltaic panthawi ya lipoti linatsika poyerekeza ndi nthawi yomweyi ya chaka cham'mbuyo.
Makamaka m'gawo lachinayi, phindu lalikulu la malonda a gawoli latsika pafupifupi 13-15% poyerekeza ndi magawo atatu apitawa, ndipo zotsatira za phindu la ntchito zinali za yuan 450 miliyoni mpaka 540 miliyoni.
Izi zikuwonekeranso m'makampani ena otsogola.Mwachitsanzo, kuchuluka kwa phindu la pachaka la LONGi sikunali kofanana ndi magawo atatu apitawa.Zitha kuwoneka kuti m'gawo lachinayi, makampani ambiri a photovoltaic akuwoneka kuti akuyenda bwino, koma kwenikweni amatha kutaya ndalama.
Koma Canadian Artes, yomwe idalembedwa pamsika waku US ndipo ili ndi gawo lochepa labizinesi pamsika waku China, imangopewa izi.Malinga ndi chilengezocho, msika wa Canadian Solar mu gawo lachinayi unali wabwino kwambiri, kupitirira zomwe kampaniyo ikuyembekeza komanso zomwe makampani amayembekezera.
Pakati pawo, voliyumu yotumizira gawo lachinayi la 2020 inali 3GW, yowerengera 26.5% ya voliyumu yogulitsa pachaka;kugulitsa kwa kotala lachinayi kunakwana US $ 1.041 biliyoni, kuwonjezeka kwa mwezi ndi mwezi kwa 14%, kupitirira malonda oyambirira a malonda ndi $ 980 miliyoni-1 biliyoni US.
Phindu lonse la gawo lachinayi linali 13.6%, lomwe lidaposa chiyembekezero choyambirira cha phindu ndi 8% -10%;phindu lonse mgawo lachinayi linali US $ 7 miliyoni, zomwe zimawerengera 4.76% ya phindu lapachaka.
Ichi ndi chifukwa chofunikira chomwe msika wachiwiri uli ndi chiyembekezo cha Canadian Solar.Ngakhale kuti phindu lalikulu mu gawo lachinayi silinali lalitali, silinagwere mu imfa.
Koma ndizosatsutsika kuti phindu lalikulu la Canadian Solar likuchepa.Izi ndizomwe zimayambitsa kuchepa kwa phindu lake ngakhale kukula kwa zotumiza ndi ndalama.
Malinga ndi lipoti la pachaka la Canadian Solar la 2019, phindu lake lonse ndilokwera mpaka 22.4%.Phindu lalikulu la 13.6% mu gawo lachinayi la chaka chino lakhala 8-10% kuposa momwe likuyembekezeredwa, lomwe lingathe kuwona kusiyana.
Komabe, kuchokera ku makampani a photovoltaic, izi ndi zotsatira zosapeŵeka za photovoltaics zomwe zimalowa mu nthawi ya mgwirizano.Makampani otsogola akulitsa kupanga kwawo kuti apititse patsogolo mpikisano wawo, ndipo mosakayikira adzagwera mu "nkhondo yamitengo".Kuphatikiza apo, 2020 ikadali gawo lofunikira pakupanga ma module akulu akulu.Poyerekeza ndi kuchepa kwa phindu lalikulu, makampani amawopa kwambiri zowerengera.Gawo la msika la ma module akulu akulu likakwera, ma module apano a 158 ndi 166 ndi "mbatata yotentha".
Zoonadi, katundu wa ku Canada alibe chifukwa chochepetsera, ndipo kuwerengera kochepa ndi chinthu chofunika kwambiri.Zaka khumi zapitazo, mafakitale a photovoltaic a dziko langa anali adakali aang'ono.Panthawiyo, makampani a photovoltaic adasankha kulembetsa ku United States kuti apeze chidwi cha osunga ndalama komanso kuwerengera kwakukulu.
Ndani angaganize kuti patatha zaka khumi zokha, dziko langa lakhala dziko lomwe lili ndi mphamvu zapamwamba kwambiri za photovoltais padziko lonse lapansi, ndipo mphamvu yatsopano yokhazikitsidwa pachaka ilinso patsogolo.
Mothandizidwa ndi msika waku China, Longi yakhala kampani yamtengo wapatali kwambiri padziko lonse lapansi ya photovoltaic.Makampani ambiri a photovoltaic omwe adalembedwa ku United States adasankhanso kubwerera ku magawo A, monga Trina Solar.Kuwerengera kwa Canadian Solar ku United States sikuli kokwera, pafupifupi 16.5 biliyoni ya yuan, yomwe ili pansi pa gawo limodzi mwa magawo khumi a magawo a LONGi, ntchitoyo ndi yabwino.Komabe, ndikofunikira kunena kuti Canadian Solar idafotokozanso cholinga chake chogawa bizinesi yake ndikuyilemba mu magawo A mu 2020, ndipo yayamba kale kupititsa patsogolo.Zikuyerekezedwa kuti zifika m'magawo A mu 2021.
Dongguan Slocable Photovoltaic Technology Co., LTD.
Onjezani: Guangda Manufacturing Hongmei Science and Technology Park, No. 9-2, Hongmei Section, Wangsha Road, Hongmei Town, Dongguan, Guangdong, China
TEL: 0769-22010201
