BYD yakazivisa kuti yakaisa mari muCanada Solar uye yakavaka yakazara photovoltaic indasitiri cheni mumakore anopfuura gumi.

 

OnGunyana 25, Canadian photovoltaic company - Canadian Solar Power Group Co., Ltd. yakaita shanduko mbiri.Mugoveri wayo mumwe chete, Canadian Solar Inc., achinja kubva ku "kambani ine chikwereti chisingakwanisi (munhu oga wepamutemo wekunze)" kuenda ku "kambani ine chikwereti chechikwereti (yekunze mari, isiri-yega proprietorship)".

Canadian Solar Power Group Co., Ltd. ibhizimusi rekune dzimwe nyika rine zita remugovani wekunze: Canadian Solar Inc.

Canadian Solar Power Group yakavambwa muna 2001 naDr. Qu Xiaohua, nyanzvi yesimba rezuva yakadzoka, uye yakanyorwa paNasdaq Stock Exchange (NASDAQ: CSIQ) muna 2006. Inonyanya kukoshesa silicon ingots, silicon wafers, uye masero ezuva.Iyo yakabatanidzwa photovoltaic bhizinesi inobatanidzwa mukutsvagisa nekusimudzira, kugadzira uye kutengesa kwesolar panels, solar modules uye solar application zvigadzirwa, pamwe nedhizaini uye kuisirwa solar power plant masisitimu.

Muna Chikunguru gore rino, CSIQ yakazivisa danho rayo rekudzokera kuA shares, ichitaura kuti nerubatsiro rwevapangamazano vezvemari vekunze nevapangamazano vezvemitemo, komiti yakakosha yevatungamiriri vakazvimiririra vekambani yapedza ongororo yekugoneka kwedzimwe nzira dzekambani.

Mushure mekuongorora mhedzisiro yezano iri, Canadian Canadian Board of Directors yakasarudza kuti MSS ichanyorwa paSSE STAR Market kana ChiNext Market.

Zvinoenderana nemuenzaniso mumusika weChinese IPO, maitiro ekunyora anotarisirwa kutora 18-24 mwedzi.Zvinoenderana nezvinodiwa neChina security regulatory, iyo inotsigira inofanirwa kushandurwa kuita kambani yeSino-yekunze yakabatana isati yanyorwa, uye inopedzwa kuburikidza nerutsigiro rwemari nevanoita mari.

Takatarisana nekuti chikamu cheMSS chinogona kunyorwa pamusika mukuru weChinese uye tarisiro yekukosha mushure mekunyorwa, Canadian Solar yakati: "Izvi zvinoenderana nemamiriro ezvinhu anosanganisira asi asina kuganhurirwa kuChina nemisika yemari yepasirese, nharaunda inodzorwa yezvibatiso zvakanyorwa, Mabatiro emari ekambani iyi uye zvinodiwa kuti inyore muChina. "

Kubva muna Zvita 2017, Canadian Artes yakazivisa kushambadzira kwayo.Nehurombo, muna Mbudzi 2018, chirongwa chekushambadzira kwerinenge gore chakamiswa.Kana zviri zvezvikonzero zvekumiswa, Canadian Solar haina kuburitsa zvakawanda.

Kune rimwe divi, kare muna 2000, BYD yakatanga kubatanidzwa mumunda we photovoltaic, uye ikozvino yave neruzivo rwese indasitiri cheni tekinoroji yesilicon ingots, silicon wafers, maseru, uye modules.Zvisinei, kambani iyi, iyo inonyanya kuzivikanwa kumba uye kune dzimwe nyika mumunda wemotokari, yakave yakaderera-kiyi mumunda we photovoltaic, uye kubudirira kwayo hakuna kuonekwa.

Izvo zvinoramba zvichionekwa kana BYD's investimendi muCanada Solar ichakanganisa nhanho inotevera mukusimudzira mapato ese ari maviri ezuva indasitiri.

BYD Photovoltaic patent yakapfuura, kutendeuka kwekushanda kunotarisirwa kuwedzera kuvandudzwa

Iyo patent yakaiswa neBYD muna Zvita 29, 2017 yakaburitswa.Iyi patent ndeye "Lightwave Conversion Material uye Iyo Yekugadzirira Method uye Solar Cell", iyo yakadhindwa nhamba ndeye CN109988370B.

Inoshumwa kuti chigadzirwa chemazuva ano chine chokuita nemunda wemasero ezuva, kunyanya kune chiedza chekushandura magetsi uye nzira dzekugadzirira uye masero ezuva.Iyo lightwave shanduko yezvinhu inopiwa neyakagadzirwa ikozvino inogona kugonesa maseru ezuva kuti ashandise mwenje muhupamhi hwewavelength renji, semuenzaniso, ultraviolet mwenje, iyo inonyanya kunatsiridza iyo photoelectric kutendeuka kushanda kwemasero ezuva.

Panyaya yekuvandudza kushanduka kwekushanda kwemasero ezuva, makambani akawanda e photovoltaic ari kudzidza hutsva hwebheteri.Semuyenzaniso, TOPCon masero uye heterojunction masero akaita kumwe kufambira mberi, asi ose anobva pakushandura zvinhu zvepamusoro zvemasero ezuva.Makambani mazhinji haana kutora chikamu mumunda wekushandisa yakafara wavelength renji, kana kufunga nezvemhinduro dzakadaro.Wakaona kuti mugwagwa uyu wakavharwa.

Sebhizimusi rinotarisa tekinoroji, BYD haina kungoita yakakwira zvakanyanya muminda yemagetsi matsva emagetsi, mabhatiri emagetsi, nezvimwewo, asi zvakare ine yakakura marongero muindasitiri yephotovoltaic.Panguva imwecheteyo, ine imwe chikamu chemusika mumisika yepamba uye mhiri kwemakungwa, uye simba rayo harigone kuregererwa.Patents akadaro anogona kuiswa mukugadzirwa, uye zvinounza kufambira mberi kwakakura kuindasitiri yeChina photovoltaic.

BYD yaive nekuita kwakanaka, musika weBrazil unodarika Longi JA

Muhuwandu hwehuwandu hweBrazil's PV module inopinza muna 2020, makambani eChinese PV anotora zvigaro zvipfumbamwe.

Pakati pavo, Canadian Solar iri pachinzvimbo chekutanga iine 926MWp yekunze, Trina Solar uye Risen Energy iri pachinzvimbo chechipiri neyechitatu zvakateerana.Musiyano uripo pakati pezviviri hausi pachena, uye unogona kutonzi ungori mamirimita mashoma akaparadzana.

Mamwe makambani anoti JinkoSolar, BYD, neLongi, anove makambani anozivikanwa.Imwe yeakanyanya kushamisa ndeye BYD.BYD, iyo yakagara ichizivikanwa mumotokari itsva dzemagetsi uye mabhatiri emagetsi, yakaitawo kubudirira kukuru mumunda we photovoltaic, uye kune zvakawanda zvine chokuita nemvumo.

Kukundwa kwemakambani anotungamira akadai seLongi neJA Technology mumusika weBrazil panguva ino kunoratidzawo BYD yakakwana yekutengesa network mumisika yemhiri kwemakungwa.

Mukuwedzera, data inoratidza kuti maBrazil gumi epamusoro photovoltaic brands anobhadhara 87% yezvose zvinotengeswa kunze kwenyika, uye vanovimba zvakanyanya nekunze kwekunze.Uyu mukana wakanaka weChinese photovoltaic makambani.

Seimwe yenyika dzakakosha muSouth America, Brazil ine mamiriro akanaka kwazvo echiedza uye nzvimbo yeko inotsigirawo kuvandudzwa kwesimba rinowanikwazve.Sezvo mari yekugadzirwa kwemagetsi ye photovoltaic iri kuramba ichidzika uye ichidzika, photovoltaics ndeimwe yemagetsi anovandudzwa ayo Brazil inokoshesa zvikuru.Panguva imwecheteyo, nyika haina makambani akasimba e photovoltaic uye inoda makambani ekunze kuti akurudzire misika yemunharaunda.

Canadian Solar's purofiti inodzikira, Kupfuura tarisiro muchikamu chechina kwakabatsira mitengo yemasheya kukwira.

Musi waKurume 18, 2021, Canadian Solar Inc. yakazivisa nhoroondo yayo yechina-yechina uye yakazara-gore rezvemari ye2020.

1. Kutengeswa kwemodule yose kwakawedzera ne 32% gore negore, kusvika ku11.3GW, iyo yaienderana nekambani uye tarisiro yeindasitiri.Iyo zvakare imwe yeashoma makambani ane module ekutakura inodarika 10GW, zvichiratidza simba reCanadian Solar.

2. Mari yegore negore yakawedzera ne9%, inosvika 3.5 bhiriyoni US dollars.

3. Huwandu hwemapurojekiti ezuva re1.4GW akatengeswa gore rose, uye huwandu hwekuchengetedza hweprojekiti hwakapfuura 20GW.

4. Zvinotarisirwa kuti bhizinesi rekuchengetedza bhatiri muUnited States richava nemugove wemusika we10% muna 2021 mushure mokukunda chibvumirano chekuchengetedza bhatiri inoda kusvika 1GWh.

5. Huwandu hwemapurojekiti ekuchengetedza simba hunosvika 9GWh;

6. The spin-off and list of CSI Solar, subsidiary yeMSS components uye system solutions business, iri munzira.

7. Pfutidzo yakawanikwa neCanadian Solar yaive US$147 miriyoni, kana kuti mihoro yakaderedzwa pachikamu cheUS$2.38.

Sekambani yepasi rose inotungamira photovoltaic, Canadian Solar yakawana kukura kwegore negore mune akati wandei mabhizinesi akadai semodule yekutengesa uye mari.Panguva imwecheteyo, Canadian Solar yakatangawo hurongwa hwakadzama mubhizinesi rekuchengetedza simba.Iko kusanganiswa kwe photovoltaic uyekuchengetedza simbainofungidzirwawo neindasitiri sechinhu chakakosha mune ramangwana rekuvandudza photovoltaic, uye inogona kunyatsogadzirisa matambudziko ekusiya kwezuva uye kusagadzikana kwekugadzira photovoltaic simba.

Imwe photovoltaic mutungamiri wemari purofiti inoderera

Asi maererano net profit, iyo vatengesi vanonyanya kunetseka nayo, Canadian Solar yakapa chete mari, asi haina kutsanangura kukura.Tarisa Canadian Canadian's 2019 mushumo wepagore, uyo unoratidza kuti mambure ayo egore rose ra2019 i171.6 miriyoni US madhora.

Mune mamwe mazwi, mune yekukwira kwemodule kutumira uye mari, iyo mambure purofiti yeCanada Solar yakaramba, inenge 14,3%, ikava mumwe mutungamiri we photovoltaic ane gore-pa-gore kuderera kwemari purofiti.

Iyo data inoratidza kuti nyika yangu nyowani yakaiswa photovoltaic kugona ichave 48.2GW muna 2020, kuwedzera kwe60% gore-pa-gore, iri zvakare yakakwira nyowani mumakore matatu apfuura.Mazhinji makambani ephotovoltaic akawana kukurumidza kukura muna 2020 uye akaendesa zvinyorwa zvakanaka, kunyanya makambani anotungamira akadai saLongi neSungrow.

Nekudaro, makambani mazhinji paakaburitsa zviziviso zvekufungidzira kwekuita chimwe mushure mechimwe, Risen Energy yakapa "yakasarudzika" fungidziro yekuita.Kambani inotarisira kuwana purofiti ye160 miriyoni kusvika 240 miriyoni yuan, kuderera kwe75.35% kusvika 83.57% kubva panguva imwe chete gore rapfuura;purofiti mushure mekubviswa inotarisirwa kurasikirwa kubva pamamiriyoni makumi matanhatu kusvika ku140 miriyoni yeyuan, zvichikonzera mheremhere.

Panguva imwecheteyo, chirevo chekushanda ichi chakakonzerawo kutya mumusika wechipiri, zvichibvumira Risen Energy kutungamirira mamwe makambani e photovoltaic, uye mutengo wemugove wakatanga kuwira.Data inoratidza kuti muna Ndira 29, Risen Energy's share share yaive 24.11 yuan, uye kubva pakupera kwaFebruary 8, yaive yadonha kusvika 13.27 yuan, kuderera kwegore negore kweanoda kusvika 45%.Munguva imwecheteyo, mamwe makambani anotungamira photovoltaic, akadaiLongi, Tongwei uye Sungrow, vakanga vachiri mumamiriro ekukwira kwemitengo yematengo, iyo inoratidza "simba" rechiitiko ichi chekuita.

Kudzikira kwemubairo weCanada panguva ino zvakare kushamisa, pamwe nekuti Canadian Canadian haina kutaura chikonzero chakakosha chekukura kwemubairo mushumo wezvemari.

Maonero emusika wechipiri anopesana zvachose

Nekudaro, kusiyana neRisen Orient, musika wechipiri wakatora dhizaini yakatarisana nekudzikira kweCanadian Canadian's profit muna 2020.

Kubva pakupera kwaMarch 18, Eastern Time, Canadian Solar's stock price yakavhara pa 42.86 US madhora, kuwedzera kwe 3.53%, uye kukosha kwemusika kwaiva 2.531 mabhiriyoni emadhora ekuAmerica.Pazuva rimwe chetero, zvese zviri zviviri Dow Jones Index neNasdaq zvakadonha, iyo Nasdaq yakadonha ne3.02%, uye Tesla, iyo zvakare iri yemunda wesimba idzva, yakadonha ingangoita 7%.Hazvisi nyore kuti Canadian Solar irambe ichikwira.

Pamakambani maviri ane purofiti imwechete yakaderera, kuderera kweRisheng Oriental chete ndiko kwaive kumberi kweCanadian Solar.

Zvinoenderana neshumo yeRisen Energy yezvikamu zvitatu zvekutanga zve2020, purofiti yayo inenge 302 miriyoni yuan, gore negore kuwedzera kwe1.31%.Mumushumo wepagore, 160 miriyoni kusvika 240 miriyoni yuan ndidzo dzasara.Mushure mekubvisa zvisingadzokororwe zvakawanikwa uye kurasikirwa, pakave nekurasikirwa.Kureva kuti, muchikamu chechina chesimba renyika yangu rakaiswa richikwira, Risen Energy yakawira mukurasikirwa panzvimbo.Saka Kuvhunduka kunewo musoro.

Panyaya iyi, Risen Energy yakatsanangurawo muchirevo chekuwedzera chekufanotaura kwekuita.Munguva ino, kubudiswa kwekambani ye photovoltaic masero uye ma modules akawedzera, uye mari yekutengesa yezvigadzirwa zvine chokuita ne photovoltaic yakawedzera.Nekuda kwekukanganisa kuviri kwekudzikira kwemitengo yekutengesa, gross profit margin yekutengeswa kwezvinhu zvephotovoltaic panguva yekushuma yakadzikira zvichienzaniswa nenguva yakafanana yegore rapfuura.

Kunyanya muchikamu chechina, avhareji yepurofiti yemuchero yekutengesa module yakadzikira ne13-15% kana ichienzaniswa nezvikamu zvitatu zvakapfuura, uye kukanganisa kwepurofiti yekushanda kwaive mamirioni mazana mana nemakumi mashanu eyuan kusvika 540 miriyoni yuan.

Mamiriro ezvinhu aya anoratidzwawo mune mamwe makambani anotungamira.Semuyenzaniso, kukura kwepagore kweLONGi purofiti kwakanga kusina kunaka semakota matatu apfuura.Zvinogona kuonekwa kuti muchikamu chechina, makambani akawanda e photovoltaic anoita seanobudirira, asi chaizvoizvo angangorasikirwa nemari.

Asi Canadian Artes, iyo yakanyorwa pamusika weUS uye ine chikamu chakaderera chebhizinesi mumusika weChinese, inongodzivirira mamiriro aya.Sekureva kwechiziviso, kuita kwemusika weCanada Solar mukota yechina kwaive kwakanaka kwazvo, kudarika kambani uye zvinotarisirwa neindasitiri.

Kuita kukuru muchikamu chechina

Pakati pavo, iyo module yekutakura vhoriyamu mukota yechina ye2020 yaive 3GW, ichiverengera 26.5% yegore rekutengesa vhoriyamu;yechina-yechina yekutengesa yakasvika kuUS $ 1.041 bhiriyoni, mwedzi-pa-mwedzi kuwedzera kwe14%, inodarika yekutanga kutengesa kufanotaura ne980 mamirioni-1 bhiriyoni US madhora.

Iyo gross profit margin mukota yechina yaive 13.6%, iyo yakapfuura yekutanga gross profit margin tarisiro ne8% -10%;iyo purofiti muchikamu chechina yaive US$7 miriyoni, ichiverengera 4.76% yemubhadharo wepagore.

Ichi chikonzero chakakosha nei musika wechipiri uine tariro nezve Canadian Solar.Kunyangwe iyo mambure purofiti mukota yechina yakanga isiri yakakwirira, haina kuwira mukurasikirwa.

Asi hazvirambike kuti Canadian Solar's gross profit margin iri kudzikira.Ichi ndicho chikonzero chekudzikira kwemubairo wayo kunyangwe kukura kwekutakura uye mari.

Kuderera kwemari yakawandisa hakudzivisiki, uye kudzokera kuA migove ndiyo nzira yamambo

Sekureva kweCanadian Solar's 2019 chirevo chegore, mari yayo yakakwira yakakwira se22.4%.Iyo gross profit margin ye13.6% mukota yechina yegore rino yave 8-10% yakakwira kupfuura yaitarisirwa, iyo inogona kuona gaka.

Zvisinei, kubva pakuona kwekambani ye photovoltaic, iyi ndiyowo mugumisiro usingadzivisiki we photovoltaics inopinda munguva yekuenzanisa.Makambani anotungamira akawedzera kugadzirwa kwavo kuti avandudze kukwikwidza kwavo, uye ivo vanozowira mu "price war".Zvakare, 2020 ichiri nhanho yakakosha mukuvandudzwa kwemahombe-saizi modules.Zvichienzaniswa nekudzikira kwemari yakawandisa, makambani ari kunyanya kutya kuwanikwa kwezvinhu.Kana iyo musika mugove wehombe-saizi modules ichikwira uye ichikwira, ikozvino 158 uye 166 modules "inopisa mbatatisi".

Ehe, Canadian stock haina chikonzero chekuderera, uye iyo yakaderera kukosha chinhu chakakoshawo.Makore gumi apfuura, indasitiri yephotovoltaic yenyika yangu yakanga ichiri mudiki.Panguva iyoyo, makambani e-photovoltaic akasarudza kunyora muUnited States kuitira kuti awane kutariswa kwevatengesi vakawanda uye kukoshesa kwepamusoro.

Ndiani angadai akafunga kuti mushure memakore gumi chete, nyika yangu yave nyika ine yepamusoro-soro yakaiswa ye photovoltaics munyika, uye gore negore hutsva hunoiswa simba huri mberi.

Inotsigirwa nemusika weChina, Longi yave iyo inonyanya kukosha yepasi rose photovoltaic kambani.Makambani akawanda e photovoltaic akanyorwa muUnited States akasarudzawo kudzokera kuA shares, zvakadai saTrina Solar.Canadian Solar's valuation muUnited States haisi yakakwirira, inenge 16.5 bhiriyoni yuan, iyo iri pasi pechikamu chimwe chete chegumi chezvikamu zveLONGi, kushanda kwacho kwakanaka.Nekudaro, zvakakosha kuti titaure kuti Canadian Solar yakaratidzawo chinangwa chayo chekutsemura bhizinesi rayo nekurinyora muA shares muna 2020, uye yatotanga kuisimudzira.Inofungidzirwa kuti ichasvika muA shares muna 2021.

Canadian Solar Ku modules