BYD e phatlalalitse hore e tsetetse ho Canadian Solar mme e hahile ketane e felletseng ea indasteri ea photovoltaic ka lilemo tse fetang leshome.

 

E butsoe25 September, k'hamphani ea photovoltaic ea Canada - Canadian Solar Power Group Co., Ltd. e bile le liphetoho tse peli.Moahi oa eona a le mong, Canadian Solar Inc., o fetohile ho tloha ho "k'hamphani ea mekoloto e lekanyelitsoeng (motho a le mong oa molao oa kantle ho naha)" ho ea ho "k'hamphani e nang le mekoloto e lekanyelitsoeng (matsete a kantle ho naha, khoebo e seng ea motho a le mong)".

Canadian Solar Power Group Co., Ltd. ke khoebo e ruiloeng ke kantle ho naha e nang le lebitso la beng ba likabelo kantle ho naha: Canadian Solar Inc.

Canadian Solar Power Group e thehiloe ka 2001 ke Dr. Qu Xiaohua, setsebi sa matla a letsatsi se khutletseng, 'me se thathamisitsoe ho Nasdaq Stock Exchange (NASDAQ: CSIQ) ka 2006. E sebetsa ka ho khetheha ka li-ingots tsa silicon, li-wafers tsa silicon le lisele tsa letsatsi.Ke khoebo e kopantsoeng ea photovoltaic e sebetsanang le lipatlisiso le nts'etsopele, tlhahiso le thekiso ea lisebelisoa tsa letsatsi, li-module tsa letsatsi le lihlahisoa tsa lisebelisoa tsa letsatsi, hammoho le moralo le ho kenya lisebelisoa tsa lisebelisoa tsa matla a letsatsi.

Ka Phupu selemong sena, CSIQ e phatlalalitse qeto ea eona ea ho khutlela ho likarolo tsa A, e bolela hore ka thuso ea baeletsi ba lichelete ba kantle le baeletsi ba molao, komiti e khethehileng ea batsamaisi ba ikemetseng ba k'hamphani e phethile tlhahlobo ea bokhoni ba mekhoa e meng ea maano ea k'hamphani.

Kamora ho lekola liphetho tsa leano lena, Boto ea Batsamaisi ba Canada ba nkile qeto ea hore MSS e tla thathamisoa ho Mmaraka oa SSE STAR kapa Mmaraka oa ChiNext.

Ho latela mohlala oa 'maraka oa China oa IPO, mokhoa oa ho etsa lethathamo o lebelletsoe ho nka likhoeli tse 18-24.Ho ea ka litlhoko tsa taolo ea li-securities tsa China, tlatsetso e tlameha ho fetoloa k'hamphani ea khoebo e kopaneng ea Sino-foreign pele e ngolisoa, 'me e phetheloe ka ho tšehetsa lichelete ke batseteli ba malapeng.

Ha a tobane le hore na lekala la MSS le ka thathamisoa 'marakeng oa lichelete tsa Chaena le litebello tsa boleng ka mor'a lethathamo, Canadian Solar e itse: "Sena se itšetlehile ka maemo a kenyeletsang empa a sa felle feela ho China le mebaraka ea lichelete tsa lefats'e, tikoloho ea taolo bakeng sa matšeliso a thathamisitsoeng, Ts'ebetso ea lichelete ea k'hamphani le litlhoko tsa eona tsa ho ngolisoa Chaena. ”

Ho tloha ka December 2017, Canadian Artes e phatlalalitse poraefete ea eona.Ka bomalimabe, ka Pulungoana 2018, leano la poraefete bakeng sa nako e ka etsang selemo le ile la emisoa.Mabapi le mabaka a ho emisoa, Canadian Solar ha ea ka ea senola haholo.

Ka lehlakoreng le leng, mathoasong a 2000, BYD e ile ea qala ho kenya letsoho tšimong ea photovoltaic, 'me hona joale e tseba theknoloji eohle ea ketane ea indasteri ea li-ingots tsa silicon, li-wafers tsa silicon, lisele le li-module.Leha ho le joalo, k'hamphani ena, e tsebahalang haholo lapeng le linaheng tse ling tšimong ea likoloi, e 'nile ea e-ba e batlang e le ea bohlokoa haholo tšimong ea photovoltaic,' me katleho ea eona ha e e-s'o totobale.

Ho sa ntse ho tla bonahala hore na matsete a BYD ho Canadian Solar a tla ama mohato o latelang ho nts'etsopele ea mahlakore ka bobeli a indasteri ea letsatsi.

BYD Photovoltaic patent e fetisitsoe, katleho ea phetoho e lebeletsoe ho ntlafatsoa ka ho eketsehileng

Patent e hlahisitsoeng ke BYD ka la 29 Tšitoe 2017 e phatlalalitsoe.Patent ena ke "Lisebelisoa tsa Phetoho ea Leseli le Mokhoa oa Tsona oa Tokisetso le Solar Cell", nomoro ea phatlalatso ke CN109988370B.

Ho tlalehoa hore tlhahiso ea hona joale e amana le tšimo ea lisele tsa letsatsi, haholo-holo lisebelisoa tsa ho fetola maqhubu a leseli le mekhoa ea bona ea ho itokisa le lisele tsa letsatsi.Lisebelisoa tsa ho fetola mabone a khanyang tse fanoeng ke tlhahiso ea hona joale li ka etsa hore lisele tsa letsatsi li sebelise leseli ka har'a leqhubu le pharaletseng, mohlala, leseli la ultraviolet, le ntlafatsang haholo matla a phetoho ea photoelectric ea lisele tsa letsatsi.

Mabapi le ho ntlafatsa katleho ea phetoho ea lisele tsa letsatsi, lik'hamphani tse ngata tsa photovoltaic li ithuta mahlale a macha a betri.Ka mohlala, lisele tsa TOPCon le lisele tsa heterojunction li entse tsoelo-pele e itseng, empa kaofela li itšetlehile ka ho fetola lisebelisoa tsa holim'a lisele tsa letsatsi.Lik'hamphani tse ngata ha li e-s'o kenelle tšimong ea ho sebelisa leqhubu le pharaletseng la maqhubu, kapa li nahane ka tharollo e joalo.Ke fumane hore tsela ena e koetsoe.

E le khoebo e shebaneng le theknoloji, BYD ha e na feela katleho e phahameng ka ho fetisisa masimong a likoloi tse ncha tsa matla, libeteri tsa motlakase, joalo-joalo, empa hape e na le sebaka se pharaletseng indastering ea photovoltaic.Ka nako e ts'oanang, e na le karolo e itseng ea 'maraka marakeng a malapeng le a mose ho maoatle,' me matla a eona a ke ke a hlokomolohuoa.Litokomane tse joalo li ka kenngoa tlhahisong, 'me li tla tlisa tsoelo-pele e kholo indastering ea photovoltaic ea Chaena.

BYD e bile le ts'ebetso e ikhethang, 'maraka oa Brazil o feta Longi JA

Lipalopalong tsa maemo a thepa ea PV module ea Brazil ka 2020, lik'hamphani tsa China tsa PV li lula litulo tse robong.

Har'a bona, Canadian Solar e maemong a pele ka 926MWp ea thepa e tsoang kantle ho naha, Trina Solar le Risen Energy li maemong a bobeli le a boraro ka ho latellana.Phapang pakeng tsa tse peli ha e totobetse, 'me ho ka boleloa hore e arohane ka limilimithara tse seng kae feela.

Lik'hamphani tse ling ke JinkoSolar, BYD, le Longi, tseo kaofela e leng lik'hamphani tse tsebahalang.E 'ngoe ea tse makatsang haholo ke BYD.BYD, eo esale e tsebahala ka likoloi tse ncha tsa matla le libeteri tsa motlakase, e boetse e entse katleho e kholo tšimong ea photovoltaic, 'me ho na le litokelo tse ngata tse amanang le tsona.

Ho hloloa ha lik'hamphani tse etellang pele tse kang Longi le JA Technology 'marakeng oa Brazil lekhetlong lena ho boetse ho bonts'a marang-rang a phethahetseng a thekiso ea BYD mebarakeng ea mose ho maoatle.

Ho phaella moo, boitsebiso bo bontša hore lihlahisoa tse leshome tse phahameng ka ho fetisisa tsa photovoltaic tsa Brazil li etsa karolo ea 87 lekholong ea lihlahisoa tsohle tse tsoang linaheng tse ling, 'me li itšetlehile haholo ka mehloli e ka ntle.Ena ke monyetla o motle bakeng sa lik'hamphani tsa China photovoltaic.

E le e 'ngoe ea linaha tsa bohlokoa Amerika Boroa, Brazil e na le maemo a matle haholo a leseli le sebaka sa lehae se boetse se tšehetsa nts'etsopele ea matla a tsosolositsoeng.Ha litšenyehelo tsa motlakase oa photovoltaic li ntse li fokotseha, photovoltaics ke e 'ngoe ea mehloli ea matla a tsosolositsoeng eo Brazil e e nkang e le ea bohlokoa haholo.Ka nako e ts'oanang, naha ha e na lik'hamphani tse matla tsa photovoltaic 'me e hloka lik'hamphani tsa mose ho maoatle ho susumetsa maraka a sebakeng seo.

Phaello ea kakaretso ea Canadian Solar e fokotseha, Ho feta tebello kotareng ea bone ho thusitse ho nyoloha ha litheko tsa setoko.

Ka la 18 Hlakubele 2021, Canadian Solar Inc. e phatlalalitse tlaleho ea eona ea lichelete ea kotara ea bone le ea selemo se felletseng sa 2020.

1. Kakaretso ea thepa ea mojule e ile ea eketseha ka 32% selemo le selemo, ea fihla ho 11.3GW, e neng e lumellana le litebello tsa k'hamphani le indasteri.Hape ke e 'ngoe ea lik'hamphani tse' maloa tse nang le thepa ea module e fetang 10GW, e pakang matla a Canadian Solar.

2. Lekeno la selemo le selemo le eketsehile ka 9%, le fihla ho lidolara tse limilione tse likete tse 3.5 tsa US.

3. Kakaretso ea merero ea matla a letsatsi ea 1.4GW e ile ea rekisoa ho pholletsa le selemo, 'me kakaretso ea polokelo ea merero e feta 20GW.

4. Ho lebelletsoe hore khoebo ea polokelo ea betri United States e tla ba le karolo ea 'maraka e ka bang 10% ka 2021 ka mor'a ho hapa konteraka e ka bang 1GWh ea polokelo ea betri.

5. Kakaretso ea merero ea polokelo ea matla e batla e le 9GWh;

6. Ho qaqisoa le ho thathamisoa ha CSI Solar, e leng setsi sa khoebo ea likarolo tsa MSS le litharollo tsa sistimi, ho ntse ho tsoela pele.

7. Phaello ea letlooa e hlahisitsoeng ke Canadian Solar e ne e le US$147 milione, kapa moputso o hlapollotsoeng karolo ka 'ngoe ea US$2.38.

Joaloka k'hamphani e ka sehloohong ea photovoltaic lefatšeng, Canadian Solar e fihletse kholo ea selemo le selemo likhoebong tse ngata tse kang thekiso ea module le chelete.Ka nako e ts'oanang, Canadian Solar e boetse e qalile mokhoa o tebileng oa khoebo ea ho boloka matla.Motsoako oa photovoltaic lepolokelo ea matlae boetse e nkoa ke indasteri e le mokhoa oa bohlokoa nakong e tlang ea tsoelo-pele ea photovoltaic, 'me e ka rarolla ka katleho mathata a ho lahloa ha letsatsi le ho se tsitse ha motlakase oa photovoltaic.

Phaello e 'ngoe ea moeta-pele oa photovoltaic e fokotseha

Empa mabapi le phaello ea chelete, eo bahoebi ba amehileng haholo ka eona, Canadian Solar e fane ka chelete feela, empa ha ea ka ea hlalosa kholo.Lekola tlaleho ea selemo le selemo ea Canada ea 2019, e bonts'ang hore phaello ea eona ea selemo kaofela sa 2019 ke lidolara tse limilione tse 171.6 tsa Amerika.

Ka mantsoe a mang, tabeng ea ho eketseha ha thepa ea mojule le chelete e kenang, phaello ea letlooa la Canadian Solar e ile ea fokotseha, hoo e ka bang 14,3%, e fetoha moetapele e mong oa photovoltaic ka ho fokotseha ha selemo le selemo ka phaello ea chelete.

Lintlha li bontša hore naha ea heso e ncha e kentsoeng matla a photovoltaic e tla ba 48.2GW ka 2020, e leng ts'ebetso ea hoo e ka bang 60% selemo le selemo, eo hape e leng phahameng e ncha lilemong tse tharo tse fetileng.Boholo ba lik'hamphani tsa photovoltaic li fihletse tsoelo-pele e potlakileng ka 2020 'me li fane ka litlaleho tse ntle, haholo-holo lik'hamphani tse etellang pele tse kang Longi le Sungrow.

Leha ho le joalo, ha lik'hamphani tse ngata li lokolla liphatlalatso tsa likhakanyo tsa ts'ebetso ka mor'a e 'ngoe, Risen Energy e ile ea fana ka ponelopele ea ts'ebetso "e ikhethang".Khampani e lebeletse phaello ea chelete ea limilione tse 160 ho ea ho li-yuan tse limilione tse 240, ho fokotseha ha 75.35% ho ea ho 83.57% ho tloha nakong e tšoanang selemong se fetileng;phaello e ngata ka mor'a ho fokotsa chelete e lebelletsoe ho ba tahlehelo ea li-yuan tse limilione tse 60 ho isa ho tse 140, e leng se bakang moferefere.

Ka nako e ts'oanang, ts'ebetso ena ea ts'ebetso e ile ea boela ea baka tšabo 'marakeng oa bobeli, ho lumella Risen Energy ho etella pele lik'hamphani tse ling tsa photovoltaic,' me theko ea kabelo e ile ea qala ho theoha.Lintlha li bonts'a hore ka la 29 Pherekhong, theko ea kabelo ea Risen Energy e ne e le 24.11 yuan, 'me ho elella bofelong ba la 8 Hlakubele, e ne e theohile ho 13.27 yuan, e leng phokotseho ea selemo le selemo ea hoo e ka bang 45%.Ka nako e ts'oanang, lik'hamphani tse ling tse etellang pele tsa photovoltaic, tse kangLongi, Tongwei le Sungrow, li ne li ntse li le boemong bo holimo ba theko ea theko, e bontšang "matla" a ts'ebetso ena ea ts'ebetso.

Ho fokotseha ha phaello ea chelete ea Canada nakong ena le hona hoa makatsa, mohlomong hobane Canada ea Canada ha ea ka ea bua ka lebaka la bohlokoa la kholo ea phaello ea chelete tlalehong ena ea lichelete.

Pono ea 'maraka oa bobeli e fapane ka ho feletseng

Leha ho le joalo, ho fapana le Risen Orient, 'maraka oa bobeli o nkile maikutlo a fapaneng ka ho felletseng mabapi le ho theoha ha phaello ea chelete ea Canada ka 2020.

Ho tloha qetellong ka la 18 Hlakubele, Nako ea Bochabela, theko ea setoko sa Canadian Solar e koetsoe ho lidolara tsa 42.86 tsa US, keketseho ea 3.53%, mme kakaretso ea 'maraka e ne e le lidolara tse limilione tse likete tse 2.531.Ka letsatsi le le leng, Dow Jones Index le Nasdaq li ne li oa, tseo Nasdaq e ileng ea oa ka 3.02%, 'me Tesla, eo hape e leng karolo ea tšimo ea matla a macha, e ile ea oela hoo e ka bang 7%.Ha ho bonolo hore Solar ea Canada e lule e phahama.

Har'a lik'hamphani tse peli tse nang le phaello e tšoanang ea phaello, ke ho theoha ha Risheng Oriental feela ho neng ho le ka pele ho Canadian Solar.

Ho ea ka tlaleho ea Risen Energy bakeng sa kotara tse tharo tsa pele tsa 2020, phaello ea eona e ka ba li-yuan tse limilione tse 302, keketseho ea selemo le selemo ea 1.31%.Tlalehong ea selemo, ho setse li-yuan tse limilione tse 160 ho isa ho tse 240 feela.Ka mor'a ho fokotsa phaello le tahlehelo e sa tsoellang khafetsa, ho bile le tahlehelo.Ke ho re kotareng ea bone ea naha ea heso matla a kentsoeng a ntse a phahama, Risen Energy e ile ea oela tahlehelong.Kahoo Ho tšoha le hona hoa utloahala.

Mabapi le sena, Risen Energy e boetse e hlalositse polelong ea tlatsetso ea bolepi ba tšebetso.Nakong ena, tlhahiso ea k'hamphani ea lisele tsa photovoltaic le li-modules e eketsehile, 'me chelete ea thekiso ea lihlahisoa tse amanang le photovoltaic e eketsehile.Ka lebaka la litlamorao tse peli tsa ho theoha ha litheko tsa thekiso, kakaretso ea phaello ea thekiso ea lihlahisoa tsa photovoltaic nakong ea tlaleho e fokotsehile ha e bapisoa le nako e tšoanang ea selemo se fetileng.

Haholo-holo kotareng ea bone, karolelano ea kakaretso ea phaello ea thekiso ea mojule e theohile ka hoo e ka bang 13-15% ha e bapisoa le likotara tse tharo tse fetileng, 'me phello ea phaello ea ts'ebetso e ne e ka ba li-yuan tse limilione tse 450 ho isa ho tse limilione tse 540.

Boemo bona bo boetse bo bonahala ho lik'hamphani tse ling tse etellang pele.Mohlala, kholo ea selemo le selemo ea LONGi ea phaello e ne e se ntle joalo ka kotara tse tharo tse fetileng.Ho ka bonoa hore karolong ea bone, lik'hamphani tse ngata tsa photovoltaic li bonahala li atlehile, empa ha e le hantle li ka 'na tsa lahleheloa ke chelete.

Empa Canadian Artes, e thathamisitsoeng 'marakeng oa setoko sa US mme e na le karolo e tlase ea khoebo' marakeng oa China, e qoba boemo bona feela.Ho latela phatlalatso, ts'ebetso ea 'maraka oa Canadian Solar karolong ea bone e ne e le ntle haholo, e feta tebello ea k'hamphani le indasteri.

Ts'ebetso e ntle haholo karolong ea bone

Har'a tsona, palo ea thomello ea module karolong ea bone ea 2020 e ne e le 3GW, e ikarabellang bakeng sa 26.5% ea theko ea selemo le selemo ea thekiso;thekiso ea kotara ea bone e fihlile ho US $ 1.041 limilione tse likete, keketseho ea khoeli le khoeli ea 14%, e fetang tepo ea thekiso ea pele ka lidolara tse limilione tse 980-1.

Maemo a kakaretso a phaello kotareng ea bone e bile 13.6%, e fetang tebello ea pele ea phaello ea phaello ka 8% -10%;phaello kotareng ea bone e ne e le US$7 milione, e leng karolo ea 4.76% ea phaello ea selemo le selemo.

Lena ke lebaka la bohlokoa le etsang hore 'maraka oa bobeli o be le tšepo ka Canadian Solar.Le hoja phaello ea letlooa karolong ea bone e ne e se holimo, ha ea ka ea oela tahlehelong.

Empa ho ke ke ha latoloa hore phaello e felletseng ea Canadian Solar e hlile e ea fokotseha.Ena ke sesosa sa ho theoha ha phaello ea eona ho sa tsotellehe kholo ea thepa le chelete e kenang.

Ho theoha ha phaello e kholo ke ntho e ke keng ea qojoa, 'me ho khutlela ho A shares ke tsela ea borena

Ho latela tlaleho ea selemo le selemo ea Canadian Solar's 2019, phaello ea eona e holimo e ka holimo ho 22.4%.Phaello e felletseng ea phaello ea 13.6% kotareng ea bone ea selemo sena e bile 8-10% ho feta kamoo ho neng ho lebelletsoe, e ka bonang lekhalo.

Leha ho le joalo, ho ea ka pono ea indasteri ea photovoltaic, sena hape ke phello e ke keng ea qojoa ea photovoltaics e kenang nakong ea ho lekana.Likhamphani tse etellang pele li ekelitse tlhahiso ea tsona ho ntlafatsa tlholisano ea tsona, 'me ha ho pelaelo hore li tla oela "ntoeng ea litheko".Ho feta moo, 2020 e ntse e le mohato oa bohlokoa ho nts'etsopele ea li-module tsa boholo bo boholo.Ha ho bapisoa le ho theoha ha phaello ea chelete e ngata, lik'hamphani li tšaba haholo thepa.Ha karolo ea 'maraka ea li-module tsa boholo bo boholo e ntse e phahama le ho feta, li-module tsa 158 le 166 ke "litapole tse chesang".

Ha e le hantle, thepa ea Canada ha e na lebaka la ho theoha, 'me theko e tlaase le eona ke ntlha ea bohlokoa.Lilemong tse leshome tse fetileng, indasteri ea photovoltaic ea naha ea heso e ne e ntse e le teng.Ka nako eo, lik'hamphani tsa photovoltaic li ile tsa khetha ho thathamisa United States e le hore li fumane tlhokomelo e eketsehileng ea bo-ramatsete le litekanyetso tse phahameng.

Ke mang ea neng a ka nahana hore ka mor'a lilemo tse leshome feela, naha ea heso e fetohile naha e nang le bokhoni bo phahameng ka ho fetisisa bo kentsoeng ba photovoltaics lefatšeng, 'me matla a macha a kentsoeng selemo le selemo a ntse a le hōle haholo.

E tšehetsoa ke 'maraka oa Chaena, Longi e fetohile k'hamphani ea photovoltaic ea bohlokoa ka ho fetisisa lefatšeng.Lik'hamphani tse ngata tsa photovoltaic tse thathamisitsoeng United States le tsona li khethile ho khutlela ho likarolo tsa A, tse kang Trina Solar.Chelete ea Canadian Solar United States ha e phahame, ke li-yuan tse ka bang limilione tse likete tse 16,5 feela, tse ka tlaase ho karolo ea leshome ea likarolo tsa LONGi, ts'ebetso e ntle haholo.Leha ho le joalo, ke habohlokoa ho bolela hore Canadian Solar le eona e bontšitse morero oa eona oa ho arola khoebo ea eona le ho e thathamisa ka likarolo tsa A ka 2020, 'me e se e qalile ho e ntšetsa pele.Ho hakanngoa hore e tla fihla ho A shares ka 2021.

Li-module tsa Canadian Solar Ku