Makampani a photovoltaic amayambitsa mafunde atsopano osakanikirana

Pankhani ya kusintha kwakukulu kwa dongosolo la mphamvu zapakhomo, makampani opanga magetsi mwamsanga anayambitsa kusintha kwatsopano kwa mphamvu zobiriwira, ndi mafakitale a photovoltaic, mmodzi mwa oimira mphamvu zowonongeka, adatenganso mwayi umenewu kuti awononge. chifunga cham'mbuyo ndikulandira chidwi cha msika.

Kukula kwamphamvu kwamakampaniwo kwabweretsanso kusintha kwatsopano pamipikisano yamsika wamsika wa photovoltaic.Mwachitsanzo, atakhudzidwa ndi kukula kwakukulu kwa mafakitale a photovoltaic, mphamvu zopanga zopanga za photovoltaic zoweta zinapitirira kuphulika, zomwe zinachititsa kuti msika ukhale ndi zotsutsana zambiri komanso zotsutsana, zomwe zinachititsa kuti kuchepa kwachangu kwa phindu lalikulu. za mafakitale a photovoltaic.Munthawi imeneyi, makampani otsogola m'makampaniwa adayambitsa kupanga pamodzi kuti akulitse moat yawo, ndipo akupanga njira yophatikizira yokhazikika.

Makampani a Photovoltaic amachotsa mitambo ndikuwona dzuwa

Pambuyo posintha kangapo, makampani apanyumba a photovoltaic adayambitsanso chipwirikiti china mu 2020.

Ndipotu, koyambirira kwa 2011, mafakitale a photovoltaic m'banja anali ndi vuto la kusalinganika pakati pa kupezeka ndi kufunikira kwa msika wapakhomo chifukwa cha kukula kwakukulu kwa mphamvu zopanga, ndipo makampaniwa adalowa m'nthawi ya kusintha kwakukulu.Pambuyo pazaka zopitirira ziwiri zosintha, kutsutsana pakati pa kupereka ndi kufunikira kwa msika wa photovoltaic kunachepetsedwa pang'onopang'ono mu 2013. Kuphatikizidwa ndi chithandizo cha ndondomeko zapakhomo, zotsatira zoipa zomwe zinabweretsedwa ndi cyclicality zamakampani zinatha pang'onopang'ono, ndipo mafakitale a photovoltaic pamapeto pake amachotsa mitambo. ndi kuwona dzuwa nthawi iyi.Malingaliro amakampani akuwonekera bwino.

Malinga ndi lipoti lofufuza la Guotai Junan Securities, kuchuluka kwa ndalama zomwe zidakhazikitsidwa pamsika wapakhomo wa photovoltaic mu 2020 zafika pa 25.97GW, kupitilira msika womwe akuti pafupifupi 20GW.Monga mtsogoleri wamakampani, magawo a Longi, magawo a Tongwei ndi makampani ena ambiri olembedwa a photovoltaic, kotero Mtengo wamtengo wapatali wakwera kwambiri, ndipo kutchuka kwake m'makampani kukupitiriza kukwera.

Ndipo kuseri kwa msika wochulukira wa photovoltaic wapakhomo, ndi wosasiyanitsidwa ndi zinthu zambiri.Choyamba, potengera ndondomeko, kutulutsidwa kotsatizana kwa zikalata zoyenera monga "Household Photovoltaic Project Information" ndi "Construction Outline of a Powerful Transportation Country" mu 2019 zapangitsa kuti mafakitale apakhomo a photovoltaic akhale abwino kwambiri mumpikisano wamakina ndi njira zothandizira. , zomwe zinakhazikitsa maziko a chitukuko chabwino cha mafakitale.

Kachiwiri, pansi pa kupititsa patsogolo kwaukadaulo kopitilira muyeso, mtengo wamakampani a photovoltaic watsika kwambiri, zomwe zalimbikitsa kwambiri chitukuko chamakampani.Pamene zipangizo zopangira nyumba zapakhomo za photovoltaic zikufulumizitsa, ndalama zonse zogulira malonda zayamba kuchepa kwambiri.Mugawo la silicon wafer, mtengo wogulitsira zokokera m'nyumba ndi magawo oponyera m'nyumba mu 2019 unafika pa 61,000 yuan/ton ndi 26,000 yuan/ton motsatana, zomwe zidatsika ndi 6.15% ndi 7.14% poyerekeza ndi 2018. ya mzere wopangira mabatire a PERC mugawo la batire latsikanso mpaka 300,000 yuan/MW, kutsika kwachaka ndi 27%.

Chifukwa cha zinthu ziwirizi, mafakitale apanyumba a photovoltaic ayambitsa njira yatsopano yowonjezereka kwachuma.Malingana ndi deta yochokera ku Zhiyan Consulting, mtengo wamtengo wapatali wa mafakitale a photovoltaic unafika ku 1105.2 biliyoni ya yuan mu 2019, ndipo zikuyembekezeka kuti deta iyi idzafika 20684 biliyoni yuan pofika 2025. Zomwe zidzachitike m'tsogolo zidakali zoyenera kuyang'ana.

Makampani a photovoltaic amayambitsa mafunde atsopano osakanikirana

Ngakhale makampani a photovoltaic aku China akukula, mpikisano wamsika wa msika ukusinthanso.Mwachitsanzo, kuyambira 2019, chodabwitsa cha kuphatikiza kwamakampani otsogola m'makampani apanyumba a photovoltaic chawonekera.Monga atsogoleri amakampani, JinkoSolar, JA Solar Technology ndi Longi Co., Ltd. achita maulalo atatu mu silicon, mabatire, ndi ma module.Panthawi imodzimodziyo, Trina Solar, Touri New Energy, ndi Tianlong Optoelectronics adagwirizananso.

Pali zifukwa ziwiri zazikulu za chodabwitsa ichi.Kumbali ina, kuchepa kwa ndalama zothandizira komanso kuchepa kwa ndalama zomwe makampani amagulitsa zapangitsa kuti makampani azikakamizika, ndipo ndi zomveka kuti makampani agwirizane kuti awonjezere phindu lawo.M'zaka zaposachedwa, ndi kuwonjezeka kwapang'onopang'ono kwa mafakitale a photovoltaic apanyumba, chithandizo choyambirira cha ndondomeko ya mafakitale a photovoltaic chinayamba kuchepa chaka ndi chaka.

Malinga ndi ziwerengero za National Energy Information Platform, mtengo wamagetsi pa gridi ya photovoltaics m'mitundu itatu yazigawo ku China wachepetsedwa ndi 60% kuyambira 2012, ndipo ndalama zothandizira ntchito zopangira magetsi za photovoltaic zatsika. adatsitsidwanso nthawi za 4, zomwe zimakhudza kwambiri phindu lalikulu la mafakitale a photovoltaic.Kukhudzidwa kwakukulu.Pachifukwa ichi, makampani otsogola monga magawo a Longji mwachibadwa amafuna kuchepetsa ndalama pogwiritsa ntchito njira yophatikizira yokhazikika, kuti apititse patsogolo phindu lawo.

Komano, chiyembekezo cha mafakitale a photovoltaic pang'onopang'ono chikumveka bwino, kuchepetsa chiopsezo cha kusintha kwa cyclical m'makampani, zomwe zimaperekanso mwayi kwa mabizinesi kuti agwiritse ntchito chitsanzo chophatikizana chokhazikika.Monga kufunikira kwapakatikati komanso kwanthawi yayitali kwamakampani a photovoltaic kumakhala kokhazikika, zotsatira zake za cyclical pazopindulitsa zamakampani zimachepetsedwanso kwambiri, zomwe zathandizira kukula kwa kuphatikizika kwamakampani molunjika.

Pambuyo pa chitsanzo chophatikizana cha mafakitale chikulimbikitsidwa, ubwino wa makampani otsogolera mumsika wa photovoltaic wakhala woonekeratu.Mwachitsanzo, pa mliri wa chaka chino, makampani otsogola m'makampani opangira ma photovoltaic apeza maulamuliro ambiri chifukwa cha mtengo ndi phindu la njira yophatikizira, pomwe kuchuluka kwa malamulo omwe amalandila mabizinesi ang'onoang'ono ndi apakatikati. m’makampani agwa kwambiri, ndipo makampani ena mpaka anakakamizika kuimitsa kupanga.

Zitha kuwoneka kuti chitsanzo ichi chokhazikitsidwa ndi mabizinesi otsogola ndichopindulitsa kwambiri pakuphatikizanso malo awo akuluakulu, ndipo izi zalimbitsanso njira yophatikizira mabizinesi otsogola, ndikupangitsa kuti mtundu wophatikizira woyimirira ukhale watsopano pachitukuko. za makampani.

Ngozi ikadalipo

Komabe, pakuwona msika wonse, palinso zolakwika zambiri mumayendedwe ophatikizika osunthika.Choyamba, njira yophatikizira idzabweretsa zoopsa zamabizinesi akakumana ndi ukadaulo wamakampani komanso kusintha kwa msika.

Mwachitsanzo, m'badwo watsopano wa teknoloji ya HJT mu gawo la batri la photovoltaic wawonetsa kuthekera kosintha ukadaulo wa PERC, zomwe zikutanthauza kuti mabizinesi ophatikizika amayenera kulipira ndalama zambiri pakusinthitsa zida zogulira kapena ntchito zosiyidwa.

Kuphatikiza apo, chiwopsezo cha nthawi yayitali yobweza pulojekiti ndi vuto lalikulu lomwe mabizinesi ophatikizika amafunikira kukumana nawo pakusintha msika.Pamene mtengo wamtengo wapatali wamakampani a photovoltaic umakonda kuphwanyidwa, kubwezeredwa kwa ntchito zapakati pakatikati kukukulirakuliranso, ndipo izi zikuwonekera kwambiri muzophatikiza zophatikizika, zomwe zimapangitsa kuti makampani apakatikati akumane ndi zoopsa zazachuma pakubweza ndalama.

Kachiwiri, kusiyana kwa magwiridwe antchito amakampani osiyanasiyana ndikolepheretsanso kuphatikiza mabizinesi.Mwachitsanzo, magawo a Longi ndi mabizinesi ena omwe amagwiritsa ntchito kuphatikiza koyimirira amakhala ndi kusiyana kwakukulu pamapangidwe, ukadaulo ndi kasamalidwe.Pamenepa, momwe mungagwiritsire ntchito ubwino wa mabizinesi osiyanasiyana kuti mupititse patsogolo kupanga bwino mu dongosolo lophatikizira loyimirira ndiloyenera kusinkhasinkha.

Kuphatikiza apo, kampani iliyonse ili ndi zosiyana zake pankhani ya zida ndi njira zotsatsa.Chifukwa chake, kugwirira ntchito kwa kampaniyo mosakayikira kudzakhudzidwa ndi kugawa kwa mizere yopanga koyambirira kwa mgwirizano.Ngati vutoli silinathetsedwe bwino kapena kulinganizidwa bwino, phindu lotsika mtengo lachitsanzo chophatikizana silidzakhala lovuta kuzindikira, lingayambitsenso mavuto a ndalama zotsika mtengo komanso zotsika mtengo.Zitha kuwoneka kuti chitsanzo chophatikizira chokhazikika chomwe chimagwiritsidwa ntchito ndi makampani a photovoltaic akukumanabe ndi zovuta zambiri muzogwiritsira ntchito.

Momwe mungakulitsire mphamvu ndikupewa zofooka?

Kukhudzidwa ndi mavutowa, chitsanzo chophatikizira chokhazikika chafunsidwanso pamsika wa photovoltaic.Ndiye, kodi kuphatikiza koyima ndikoyenera?

Kuti tiyankhe funsoli, tifunikabe kugwirizanitsa kusanthula kuchokera kuzinthu zambiri.Malingana ndi msika, makampani a photovoltaic amagwiritsa ntchito chitsanzo chophatikizira chokhazikika makamaka kuti apititse patsogolo mpikisano wawo.Choncho, momwe mungagwiritsire ntchito ubwino wa chitsanzo chophatikizana ndi vuto lomwe makampani a photovoltaic ayenera kuganizira mosamala.Muchitsanzo chophatikizika, bizinesiyo ili ndi mphamvu zowongolera mtengo wamphamvu kudzera pakuphatikiza kupanga ndi kupereka, ndipo zabwino zake pamtengo zimathanso kumenyera nkhondo zambiri pamsika.

Mwachitsanzo, pankhani ya chuma chamakampani ndi njira zotsatsa, makampani oterowo amatha kugwiritsa ntchito zomwe adawongolera kale kuti apeze mphamvu zogulira malonda pamsika, potero achepetse ndalama zogulira zopangira kapena kukweza mitengo yazinthu, ndikuchepetsa kupsinjika kwamakampani. kuchepa kwa phindu lalikulu.Ubwinowu ukachulukirachulukira, zabwino zomwe zilipo zamabizinesi mumtunduwu zidzaphatikizidwanso.

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Potengera kukhazikika kwamakono kwa msika wa photovoltaic, ubwino wa chitsanzo chophatikizika umaposa zovuta zamabizinesi.Koma m'kupita kwa nthawi, kuopsa kwa teknoloji iteration mu vertical integration model idzabweretsabe kusatsimikizika kwa bizinesi.

Choncho, m'kupita kwa nthawi, unyolo wa mafakitale ndi ubwino wamtengo wapatali umene umabweretsedwa ndi chitsanzo chophatikizidwa sungathe kupititsa patsogolo mpikisano waukulu wa makampani a photovoltaic pamsika.Ngati makampani a photovoltaic akufuna kukula mosalekeza komanso wathanzi, amafunikanso kupeza teknoloji, msika ndi zina.Pokhapokha m'njira zopambana m'pamene tingathe kumvetsetsa bwino zomwe zikuchitika pamsika.