2020-10-13
Umunyakanada Solar Power Group Co., Ltd ni uruganda rwose rufite abanyamahanga bafite izina ryumunyamigabane wamahanga: Umunyakanada Solar Inc.
Itsinda ry’imirasire y'izuba rya Kanada ryashinzwe mu 2001 na Dr. Qu Xiaohua, impuguke y’ingufu zituruka ku mirasire y’izuba, kandi ryashyizwe ku isoko ry’imigabane rya Nasdaq (NASDAQ: CSIQ) mu 2006. Rizobereye mu bikoresho bya silicon, wafer ya silicon, hamwe n’izuba.Ni uruganda rukomatanyirijwe hamwe rufite uruhare mu bushakashatsi no guteza imbere, gukora no kugurisha imirasire y'izuba, modul izuba hamwe n’ibicuruzwa bikoresha izuba, ndetse no gushushanya no gushyiraho amashanyarazi akomoka ku mirasire y'izuba.
Muri Nyakanga uyu mwaka, CSIQ yatangaje icyemezo yafashe cyo gusubira mu migabane A, ivuga ko hifashishijwe abajyanama mu by'imari bo hanze ndetse n'abajyanama mu by'amategeko, komite idasanzwe y'abayobozi bigenga b'isosiyete yarangije gusuzuma niba bishoboka ko ingamba z’isosiyete zishoboka.
Nyuma yo gusuzuma ibyavuye muri izi ngamba, Inama y’Ubuyobozi ya Kanada yo muri Kanada yemeje ko MSS igiye gushyirwa ku isoko rya SSE STAR cyangwa Isoko rya ChiNext.
Ukurikije icyitegererezo ku isoko rya IPO mu Bushinwa, biteganijwe ko gahunda yo kurutonde izatwara amezi 18-24.Dukurikije ibisabwa n’amabwiriza agenga ibicuruzwa by’Ubushinwa, isosiyete igomba guhinduka ikaba sosiyete ihuriweho n’Ubushinwa n’amahanga mbere y’urutonde, ikarangira binyuze mu nkunga yatanzwe n’abashoramari bo mu gihugu.
Mu guhangana n’uko urwego rwa MSS rushobora gushyirwa ku isoko ry’imari shoramari ry’Ubushinwa ndetse n’ibiteganijwe kugereranywa nyuma y’urutonde, Umunyakanada Solar yagize ati: “Ibi biterwa n’ibihe birimo ariko ntibireba gusa Ubushinwa n’isoko ry’imari shingiro ku isi, ibidukikije bigenga impapuro zashyizwe ku rutonde, Imikorere y'isosiyete n'ibisabwa mu gushyira ku rutonde mu Bushinwa. ”
Nko mu Kuboza 2017, Artes yo muri Kanada yatangaje abikorera ku giti cyabo.Kubwamahirwe, mu Gushyingo 2018, gahunda yo kwegurira abikorera hafi umwaka yarahagaritswe.Ku bijyanye n'impamvu zahagaritswe, Solar yo muri Kanada ntiyatangaje byinshi.
Ku rundi ruhande, nko mu 2000, BYD yatangiye kwishora mu murima wa Photovoltaque, none imaze kumenya ikoranabuhanga ryose ry’inganda zikoreshwa mu bikoresho bya silicon, wafer ya silicon, selile, na modules.Nyamara, iyi sosiyete, izwi cyane mu gihugu ndetse no hanze yarwo mu bijyanye n’imodoka, yagiye igabanuka cyane mu bijyanye n’amafoto y’amashanyarazi, kandi ibyo imaze kugeraho ntibyagaragaye.
Hasigaye kureba niba ishoramari rya BYD muri Solar yo muri Kanada rizagira ingaruka ku ntambwe ikurikira mu iterambere ry’impande zombi mu nganda zikomoka ku zuba.
Patent yatanzwe na BYD ku ya 29 Ukuboza 2017 yashyizwe ahagaragara.Iyi patenti ni "Ibikoresho byo guhindura Lightwave nuburyo bwo kuyitegura hamwe na Solar Cell", nimero yatangajwe ni CN109988370B.
Biravugwa ko ibyivumbuwe muri iki gihe bifitanye isano n’umurima w’izuba, cyane cyane ibikoresho byo guhindura imirasire yumucyo nuburyo bwo kubitegura hamwe nizuba.Ibikoresho byo guhindura urumuri rutangwa nubuvumbuzi bwa none birashobora gutuma ingirabuzimafatizo zikoresha izuba zikoresha urumuri mu burebure bwagutse, urugero, urumuri ultraviolet, rutezimbere cyane imikorere yizuba rya foto yumuriro.
Mu rwego rwo kunoza imikorere yingirabuzimafatizo yizuba, ibigo byinshi bifotora byiga tekinoroji nshya.Kurugero, selile TOPCon na selile ya heterojunction yateye imbere, ariko byose bishingiye muguhindura ibikoresho byo hejuru yizuba.Ibigo byinshi ntabwo byagize uruhare murwego rwo gukoresha intera ndende, cyangwa ngo bisuzume ibisubizo nkibi.Basanze uyu muhanda ufunzwe.
Nkumushinga wibanda ku ikoranabuhanga, BYD ntabwo ifite byinshi yagezeho cyane mubijyanye n’imodoka nshya zingufu, bateri zamashanyarazi, nibindi, ariko kandi ifite imiterere yagutse mubikorwa byamafoto.Muri icyo gihe, ifite umugabane runaka ku isoko ku masoko yo mu gihugu no hanze, kandi imbaraga zayo ntizishobora kwirengagizwa.Ipatanti nkiyi irashobora gushyirwa mubikorwa, kandi bizazana iterambere ryinshi mubikorwa byamafoto yubushinwa.
Mu mibare yerekana imibare ya PV yo muri Berezile itumizwa mu 2020, amasosiyete ya PV yo mu Bushinwa afite imyanya icyenda.
Muri bo, Solar yo muri Kanada yashyizwe ku mwanya wa mbere hamwe na 926MWp yatumijwe mu mahanga, Trina Solar na Risen Energy iri ku mwanya wa kabiri n'uwa gatatu.Itandukaniro riri hagati yibi ntirigaragara, kandi rishobora no kuvugwa ko rifite milimetero nkeya zitandukanye.
Ibindi bigo ni JinkoSolar, BYD, na Longi, byose ni ibigo bizwi.Kimwe mubitangaje ni BYD.BYD, yamenyekanye cyane mumodoka nshya yingufu na bateri yingufu, nayo imaze kugera kubintu byinshi mumashanyarazi, kandi hariho patenti nyinshi zijyanye.
Gutsindwa kw'amasosiyete akomeye nka Longi na JA Technology ku isoko rya Berezile kuri iyi nshuro birerekana kandi imiyoboro ya BYD igurisha neza ku masoko yo hanze.
Byongeye kandi, amakuru yerekana ko ibirango icumi bya mbere bya Berezile bifotora bifotora bigera kuri 87% byinjira mu mahanga, kandi bishingiye cyane ku masoko yo hanze.Aya ni amahirwe akomeye kumasosiyete yubufotozi yubushinwa.
Nka kimwe mu bihugu byingenzi muri Amerika yepfo, Burezili ifite urumuri rwiza cyane kandi akarere kako nako gashyigikira iterambere ryingufu zishobora kubaho.Mugihe ibiciro byo kubyara amashanyarazi bigenda bigabanuka kandi bigabanuka, Photovoltaque nimwe mumasoko yingufu zishobora kongera ingufu Brezili iha agaciro gakomeye.Muri icyo gihe, igihugu ntikibura amasosiyete akomeye y’amafoto kandi gisaba amasosiyete yo mu mahanga kuzamura isoko ryaho.
Ku ya 18 Werurwe 2021, Umunyakanada Solar Inc yatangaje raporo y’igihembwe cya kane n’umwaka wose wa 2020.
1. Ibicuruzwa byose byoherejwe byiyongereyeho 32% umwaka ushize, bigera kuri 11.3GW, ibyo bikaba byari bihuye n’isosiyete n'ibiteganijwe mu nganda.Ninimwe mumasosiyete make yoherejwe na module irenga 10GW, byerekana imbaraga za Solar zo muri Kanada.
2. Amafaranga yinjira mu mwaka yiyongereyeho 9%, agera kuri miliyari 3,5 z'amadolari y'Amerika.
3. Imishinga y'izuba yose hamwe 1.4GW yagurishijwe umwaka wose, kandi ibigega byose byateganijwe birenga 20GW.
4. Biteganijwe ko ubucuruzi bwo kubika batiri muri Amerika buzagira umugabane ku isoko hafi 10% muri 2021 nyuma yo gutsindira amasezerano yo kubika bateri hafi 1GWh.
5. Umubare wimishinga yo kubika ingufu hafi 9GWh;
6. Kuzenguruka no gutondekanya CSI Solar, ishami ryibice bya MSS hamwe nubucuruzi bwibisubizo bya sisitemu, biri munzira.
7. Inyungu yaturutse kuri Solar yo muri Kanada yari miliyoni 147 US $, cyangwa inyungu yagabanutse ku mugabane wa $ 2.38.
Nka sosiyete ikora amafoto y’amashanyarazi ku isi, Solar yo muri Kanada yageze ku iterambere ry’umwaka ku bucuruzi butandukanye nko kugurisha module no kwinjiza.Muri icyo gihe, Solar yo muri Kanada nayo yatangije imiterere yimbitse mubucuruzi bwo kubika ingufu.Ihuriro rya Photovoltaque nakubika ingufuifatwa kandi ninganda ko ari inzira yingenzi mugihe kizaza cyiterambere ryamafoto, kandi irashobora gukemura neza ibibazo byo guta izuba hamwe n’ihungabana ry’amashanyarazi.
Ariko kubijyanye ninyungu nziza, abashoramari bahangayikishijwe cyane, Solar yo muri Kanada yatanze amafaranga gusa, ariko ntabwo yasobanuye iterambere.Reba raporo y’umwaka wa Kanada yo muri Kanada yo muri 2019, yerekana ko inyungu zayo mu mwaka wose wa 2019 ari miliyoni 171.6 z'amadolari ya Amerika.
Mu yandi magambo, ku bijyanye n’uko ibicuruzwa byoherezwa mu mahanga byinjira n’amafaranga yinjira, inyungu y’inyungu ya Solar yo muri Kanada yagabanutse, hafi 14.3%, ihinduka undi muyobozi w’amafoto hamwe n’umwaka wagabanutse ku nyungu.
Amakuru yerekana ko igihugu cyanjye gishya cyashyizwemo ingufu za Photovoltaque kizaba 48.2GW muri 2020, kikaba cyiyongereyeho 60% umwaka ushize, nacyo kikaba ari gishya gishya mumyaka itatu ishize.Amasosiyete menshi ya Photovoltaque yageze ku iterambere ryihuse muri 2020 kandi yatanze inyandiko-mvugo nziza, cyane cyane amasosiyete akomeye nka Longi na Sungrow.
Ariko, mugihe ibigo byinshi byasohoye amatangazo yimikorere yimikorere nyuma yikindi, Risen Energy yatanze iteganyagihe "ridasanzwe".Isosiyete iteganya ko inyungu y’inyungu ingana na miliyoni 160 kugeza kuri miliyoni 240, igabanuka rya 75.35% ikagera kuri 83.57% kuva mu gihe kimwe cy’umwaka ushize;inyungu nyayo nyuma yo kugabanywa biteganijwe ko igihombo cya miliyoni 60 kugeza kuri miliyoni 140 Yuan, bigatera imvururu.
Muri icyo gihe, iyi mikorere iteganijwe kandi yateje ubwoba ku isoko rya kabiri, bituma Risen Energy iyobora andi masosiyete y’amashanyarazi, maze igiciro cy’imigabane gitangira kugabanuka.Amakuru yerekana ko ku ya 29 Mutarama, igiciro cy’imigabane ya Risen Energy cyari 24.11, naho guhera ku ya 8 Gashyantare, cyari cyaragabanutse kugera kuri 13.27, umwaka ushize ugabanuka hafi 45%.Muri icyo gihe kimwe, andi masosiyete ayoboye amafoto yerekana amashanyarazi, nkaLongi, Tongwei na Sungrow, byari bikiri mu kuzamuka kw'ibiciro byimigabane, byerekana "imbaraga" ziyi mikorere.
Igabanuka ry’inyungu rusange z’Abanyakanada muri iki gihe nazo ziratangaje, ahari kubera ko Umunyakanada w’Abanyakanada atavuze impamvu ikomeye y’iterambere ry’inyungu muri iyi raporo y’imari.
Ariko, bitandukanye na Risen Orient, isoko rya kabiri ryafashe imyifatire itandukanye cyane n’igabanuka ry’inyungu rusange z’Abanyakanada muri 2020.
Kugeza ku ya 18 Werurwe, Igihe cy’iburasirazuba, igiciro cy’imigabane ya Solar yo muri Kanada cyafunze amadorari 42.86 y’amadolari y’Amerika, kikaba cyiyongereyeho 3.53%, kandi isoko rusange ryari miliyari 2.531 z'amadolari ya Amerika.Kuri uwo munsi, indangagaciro za Dow Jones na Nasdaq zaragabanutse, muri zo Nasdaq yagabanutseho 3.02%, naho Tesla na yo iri mu rwego rw’ingufu nshya, yagabanutse hafi 7%.Ntibyoroshye ko Solar yo muri Kanada ikomeza kuzamuka.
Mu masosiyete yombi yagabanutse ku nyungu imwe, gusa kugabanuka kwa Risheng Oriental byari imbere cyane ya Solar yo muri Kanada.
Raporo y’ingufu za Risen mu gihembwe cya mbere cya 2020, ivuga ko inyungu zayo zingana na miliyoni 302 Yuan, umwaka ushize wiyongereyeho 1.31%.Muri raporo y'umwaka, hasigaye miliyoni 160 kugeza kuri miliyoni 240.Nyuma yo gukuramo inyungu nigihombo kidasubirwaho, habaye igihombo.Nukuvuga ko, mugihembwe cya kane cyigihugu cyanjye cyongerewe ubushobozi, Risen Energy yaguye mubihombo aho.Ubwoba rero nabwo burumvikana.
Ni muri urwo rwego, Risen Energy yanasobanuye mu magambo y'inyongera y'ibiteganijwe gukorwa.Muri iki gihe, umusaruro w’isosiyete yingirabuzimafatizo na modules wiyongereye, kandi amafaranga yo kugurisha ibicuruzwa bifitanye isano n’amafoto yiyongereye.Bitewe n'ingaruka zibiri zo kugabanuka kw'ibiciro byagurishijwe, inyungu rusange yo kugurisha ibicuruzwa bifotora mu gihe cya raporo byagabanutse ugereranije nigihe kimwe cyumwaka ushize.
By'umwihariko mu gihembwe cya kane, impuzandengo y'inyungu rusange yo kugurisha module yagabanutseho hafi 13-15% ugereranije n'ibihembwe bitatu byabanjirije, kandi ingaruka ku nyungu y'ibikorwa yari hafi miliyoni 450 kugeza kuri miliyoni 540.
Iki kibazo kigaragarira no mu yandi masosiyete akomeye.Kurugero, kwiyongera kwa LONGi yumwaka inyungu ntago byari byiza nkibihembwe bitatu byabanjirije.Birashobora kugaragara ko mugihembwe cya kane, amasosiyete menshi yifotora asa nkaho yatsinze, ariko mubyukuri birashoboka ko yatakaza amafaranga.
Ariko Artes yo muri Kanada, iri ku isoko ry’imigabane muri Amerika kandi ifite imigabane mike ugereranije n’ubucuruzi ku isoko ry’Ubushinwa, irinda iki kibazo.Nk’uko byatangajwe, imikorere y’isoko rya Solar yo muri Kanada mu gihembwe cya kane yari nziza cyane, irenze isosiyete ndetse n’inganda zari zitezwe.
Muri byo, ibicuruzwa byoherejwe mu gihembwe cya kane cya 2020 byari 3GW, bingana na 26.5% by’ibicuruzwa byagurishijwe buri mwaka;igihembwe cya kane cyagurishijwe kingana na miliyari 1.041 z'amadolari y'Amerika, ukwezi ku kwezi kwiyongera 14%, kurenga ku bicuruzwa byari byateganijwe mbere na miliyoni 980 z'amadolari y'Amerika.
Inyungu rusange mu gihembwe cya kane yari 13,6%, yarenze inyungu yambere yari iteganijwe ku 8% -10%;inyungu mu gihembwe cya kane yari miliyoni 7 US $, bingana na 4,76% yinyungu yumwaka.
Ninimpamvu yingenzi ituma isoko rya kabiri ryizera izuba rya Kanada.Nubwo inyungu nziza mu gihembwe cya kane itari hejuru, ntabwo yaguye mu gihombo.
Ariko ntawahakana ko inyungu rusange y’umunyakanada Solar igabanuka rwose.Ngiyo intandaro yo kugabanuka kwinyungu zayo nubwo ubwiyongere bwibyoherezwa ninjiza.
Raporo y’umwaka wa Kanada Solar yo muri 2019 ivuga ko inyungu rusange y’inyungu igera kuri 22.4%.Inyungu rusange ingana na 13,6% mugihembwe cya kane cyuyu mwaka yazamutseho 8-10% kurenza uko byari byitezwe, bishobora kubona icyuho.
Nyamara, ukurikije inganda zifotora, iyi nayo nigisubizo byanze bikunze cyamafoto yinjira mugihe cyuburinganire.Amasosiyete akomeye yaguye umusaruro kugirango atezimbere guhangana, kandi byanze bikunze azagwa mu "ntambara y'ibiciro".Ikirenzeho, 2020 iracyari intambwe yingenzi mugutezimbere module nini.Ugereranije no kugabanuka kwinyungu nini, ibigo bitinya kubara.Iyo isoko ryamasoko manini manini riba ryinshi kandi rinini, module 158 na 166 iriho "ibirayi bishyushye".
Birumvikana ko imigabane yo muri Kanada idafite impamvu yo kugabanuka, kandi igiciro gito nacyo ni ikintu cyingenzi.Imyaka icumi irashize, igihugu cyanjye cyamafoto yamashanyarazi yari akiri muto.Muri kiriya gihe, amasosiyete y’amafoto yahisemo gutondekanya muri Amerika kugira ngo abashoramari barusheho kwitabwaho ndetse n’agaciro gakomeye.
Ninde wari gutekereza ko nyuma yimyaka icumi gusa, igihugu cyanjye cyahindutse igihugu gifite ubushobozi bwo gushyiramo amashanyarazi menshi ku isi, kandi ubushobozi bushya buri mwaka nabwo buri imbere cyane.
Dushyigikiwe n’isoko ry’Ubushinwa, Longi yabaye sosiyete ifite amafoto y’amashanyarazi afite agaciro ku isi.Ibigo byinshi bifotora byashyizwe ku rutonde muri Amerika nabyo byahisemo gusubira mu migabane A, nka Trina Solar.Agaciro ka Solar yo muri Kanada muri Amerika ntabwo kari hejuru, gusa miliyari 16.5 z'amadorari, ni munsi ya kimwe cya cumi cy'imigabane ya LONGi, imikorere ni nziza rwose.Icyakora, twakagombye kuvuga ko Solar yo muri Kanada nayo yagaragaje ubushake bwo kugabana ubucuruzi bwayo no kuyishyira ku mugabane wa A muri 2020, kandi yatangiye kuyiteza imbere.Biteganijwe ko izagwa mu migabane A mu 2021.
Dongguan Slocable Photovoltaic Technology Co, LTD.
Ongeraho Park Guangda Gukora Hongmei Ubumenyi n’ikoranabuhanga, No 9-2, Igice cya Hongmei, Umuhanda wa Wangsha, Umujyi wa Hongmei, Dongguan, Guangdong, Ubushinwa
TEL ： 0769-22010201
