2020-10-13
I-Canadian Solar Power Group Co., Ltd. lishishini langaphandle ngokupheleleyo elinegama lomnini-sabelo wangaphandle: Canadian Solar Inc.
I-Canadian Solar Power Group yasungulwa ngo-2001 nguDkt. Qu Xiaohua, ingcali yamandla elanga ebuyisiwe, kwaye ibhalwe kwiNasdaq Stock Exchange (NASDAQ: CSIQ) ngo-2006. Igxile kwii-ingots ze-silicon, ii-silicon wafers, kunye neeseli zelanga.Lishishini elihlanganisiweyo le-photovoltaic elibandakanyeka kuphando kunye nophuhliso, ukuveliswa kunye nokuthengiswa kweepaneli zelanga, iimodyuli zelanga kunye nemveliso yesicelo selanga, kunye nokuyila kunye nokufakwa kweenkqubo zezityalo zamandla elanga.
NgoJulayi kulo nyaka, i-CSIQ ibhengeze isigqibo sayo sokubuyela kwizabelo ze-A, ichaza ukuba ngoncedo lwabacebisi bezemali bangaphandle kunye nabacebisi bezomthetho, ikomiti ekhethekileyo yabalawuli abazimeleyo benkampani iye yagqiba ukuvavanya ukuba kunokwenzeka kwezinye iindlela zobuchule zenkampani.
Emva kokuvavanya iziphumo zesi sicwangciso, iBhodi yaBalawuli yaseKhanada yaseKhanada yagqiba ekubeni i-MSS iza kufakwa kuluhlu lwe-SSE STAR Market okanye i-ChiNext Market.
Ngokomzekelo kwimakethi ye-IPO yaseTshayina, inkqubo yoluhlu kulindeleke ukuba ithathe iinyanga ezili-18-24.Ngokweemfuno zolawulo lwezibambiso zaseTshayina, i-subsidiary kufuneka iguqulwe ibe yinkampani ye-joint venture ye-Sino-foreign ngaphambi kokufakwa kuluhlu, kwaye igqitywe ngomjikelo wenkxaso-mali ngabatyali-mali basekhaya.
Ejongene nokuba icandelo le-MSS lingadweliswa kwimarike ye-capital yaseTshayina kunye nokulindela ukulinganisa emva koluhlu, i-Canadian Solar yathi: "Oku kuxhomekeke kwiimeko ezibandakanya kodwa zingaphelelanga kwi-China kunye neemarike ezinkulu zehlabathi, indawo yokulawula izibambiso ezidwelisiweyo, Indlela esebenza ngayo imali yenkampani kunye neemfuno zayo zokudweliswa eTshayina. ”
Ekuqaleni kukaDisemba 2017, i-Artes yaseCanada yazisa ukuthengiswa kwayo.Ngelishwa, ngoNovemba ka-2018, isicwangciso soshishino lwabucala malunga nonyaka sanqunyanyiswa.Ngokumalunga nezizathu zokunqunyanyiswa, iCanadian Solar ayizange ichaze kakhulu.
Kwelinye icala, kwango-2000, i-BYD yaqala ukubandakanyeka kwibala le-photovoltaic, kwaye ngoku ikwazile yonke itekhnoloji yekhonkco leshishini le-silicon ingots, ii-silicon wafers, iiseli kunye neemodyuli.Nangona kunjalo, le nkampani, eyaziwayo ekhaya nakwamanye amazwe kwintsimi yeemoto, ibe yinto ephantsi kakhulu kwintsimi ye-photovoltaic, kwaye impumelelo yayo ayizange ibonakale.
Kuhlala kubonakala ukuba utyalo-mali lwe-BYD kwi-Solar yaseCanada luya kuchaphazela inyathelo elilandelayo kuphuhliso lwamaqela omabini kushishino lwelanga.
I-patent efakwe yi-BYD ngoDisemba 29, 2017 yapapashwa.Le patent "yiMathiriyeli yokuguqulwa kweLightwave kunye neNdlela yokuLungisa kunye neSeli yeSola", inombolo yokupapashwa yi-CN109988370B.
Kuxelwe ukuba ukuveliswa kwangoku kuhambelana nentsimi yeeseli zelanga, ngokukodwa kwizinto zokuguqulwa kwamaza okukhanya kunye neendlela zabo zokulungiselela kunye neeseli zelanga.Izinto zokuguqulwa kwe-lightwave ezibonelelwe ngokuyilwa kwangoku zivumela iiseli zelanga ukuba zisebenzise ukukhanya kuluhlu olubanzi lwamaza, umzekelo, ukukhanya kwe-ultraviolet, okuphucula ngokusisiseko ukuguqulwa kweefoto zombane weeseli zelanga.
Ngokumalunga nokuphucula ukusebenza kakuhle kokuguqulwa kweeseli zelanga, iinkampani ezininzi ze-photovoltaic zifunda iteknoloji entsha yebhetri.Ngokomzekelo, iiseli ze-TOPCon kunye neeseli ze-heterojunction zenze inkqubela phambili, kodwa zonke zisekelwe ekutshintsheni izinto ezingaphezulu kweeseli zelanga.Iinkampani ezininzi azizange zibandakanyeke kwintsimi yokusebenzisa uluhlu olubanzi lwamaza, okanye ziqwalasele izisombululo ezinjalo.Kufunyenwe ukuba le ndlela ivaliwe.
Njengeshishini eligxile kwi-teknoloji, i-BYD ayinayo kuphela ukufikelela okuphezulu kakhulu kwimimandla yezithuthi zamandla amatsha, iibhetri zamandla, njl., kodwa inokwakheka okubanzi kwishishini le-photovoltaic.Ngexesha elifanayo, inesabelo esithile semarike kwiimarike zasekhaya nakwamanye amazwe, kwaye amandla ayo akanakuhoywa.Amalungelo awodwa omenzi wechiza anokufakwa kwimveliso, kwaye iya kuzisa inkqubela phambili enkulu kwishishini le-photovoltaic laseTshayina.
Kuluhlu lweenkcukacha-manani zokungeniswa kwemodyuli yePV yaseBrazil ngo-2020, iinkampani zaseTshayina zePV zithatha izihlalo ezilithoba.
Phakathi kwazo, iCanadian Solar ibekwe kwindawo yokuqala nge-926MWp yezinto ezithunyelwa ngaphandle, iTrina Solar kunye neRisen Energy zibekwe kwindawo yesibini neyesithathu ngokulandelelanayo.Umahluko phakathi kwezi zimbini awucacanga, kwaye kunokuthiwa ziqelelane ngeemilimitha ezimbalwa kuphela.
Ezinye iinkampani yiJinkoSolar, BYD, kunye neLongi, zonke ziinkampani eziqhelekileyo.Enye yezona zinto zimangalisayo yi-BYD.I-BYD, ehlala isaziwa kwizithuthi zamandla amatsha kunye neebhetri zamandla, iphinde yenze impumelelo enkulu kwibala le-photovoltaic, kwaye kukho iipatent ezininzi ezinxulumene nazo.
Ukoyiswa kweenkampani eziphambili ezifana neLongi kunye neJA Technology kwimarike yaseBrazil ngeli xesha kubonisa inethiwekhi yokuthengisa egqibeleleyo ye-BYD kwiimarike zaphesheya.
Ukongezelela, idatha ibonisa ukuba ii-brand ezilishumi eziphezulu ze-photovoltaic zaseBrazil zi-akhawunti ye-87% yezinto ezithunyelwa ngaphandle, kwaye zithembele kakhulu kwimithombo yangaphandle.Eli lithuba elihle kwiinkampani zaseTshayina photovoltaic.
Njengelinye lamazwe abalulekileyo eMzantsi Melika, iBrazil ineemeko zokukhanya ezintle kakhulu kwaye indawo yendawo ixhasa uphuhliso lwamandla avuselelekayo.Njengoko iindleko zokuvelisa amandla e-photovoltaic ziyancipha kwaye ziphantsi, i-photovoltaics yenye yemithombo yamandla ehlaziyiweyo iBrazil ibona kubaluleke kakhulu.Ngelo xesha, ilizwe alikho iinkampani ezinamandla ze-photovoltaic kwaye zifuna iinkampani zaphesheya kwezilwandle ukuba zikhuthaze imarike yendawo.
Ngomhla we-18 kuMatshi ka-2021, iCanadian Solar Inc. ibhengeze ingxelo yayo yekota yesine kunye nonyaka opheleleyo wemali ka-2020.
1. Ukuthunyelwa kweemodyuli zizonke kunyuke ngama-32% unyaka nonyaka, ukuya kufikelela kwi-11.3GW, eyayihambelana nenkampani kunye nolindelo lweshishini.Ikwayenye yeenkampani ezimbalwa ezinokuthunyelwa kweemodyuli ezingaphezulu kwe-10GW, engqina amandla eSolar yaseCanada.
2. Ingeniso eseleyo yonyaka inyuke nge-9%, yafikelela kwi-3.5 yeebhiliyoni zeedola zaseMelika.
3. Iiprojekthi zesola eziyi-1.4GW zizonke zithengisiwe unyaka wonke, kwaye uvimba weprojekthi uphelele ungaphaya kwe-20GW.
4. Kulindeleke ukuba ishishini lokugcina ibhetri e-United States libe nesabelo semarike esimalunga ne-10% ngo-2021 emva kokuphumelela phantse i-1GWh yekhontrakthi yokugcina ibhetri.
5. Isixa sisonke seeprojekthi zokugcina amandla ziphantse zibe yi-9GWh;
6. I-spin-off kunye noluhlu lwe-CSI Solar, i-subsidiary yamacandelo e-MSS kunye ne-system solutions business, isendleleni.
7. Ingeniso eyintsalela eyayanyaniswa neCanadian Solar yaba yi-US$147 yezigidi, okanye ingeniso ehlanjululweyo ngesabelo ngasinye se-US$2.38.
Njengenkampani ehamba phambili ye-photovoltaic yehlabathi, i-Canadian Solar iphumelele ukukhula konyaka-ngonyaka kwinani lamashishini afana nokuthengiswa kweemodyuli kunye nengeniso.Ngelo xesha, i-Canadian Solar iye yasungula i-layout enzulu kwishishini lokugcina amandla.Ukudibanisa kwe-photovoltaic kunyeukugcinwa kwamandlaiphinda iqwalaselwe ngoshishino njengento ebalulekileyo kwixesha elizayo lophuhliso lwe-photovoltaic, kwaye inokusombulula ngokufanelekileyo iingxaki zokulahlwa kwelanga kunye nokungazinzi kokuveliswa kwamandla e-photovoltaic.
Kodwa ngokubhekiselele kwinzuzo yengeniso, abatyali-mali abaxhalabele kakhulu, i-Canadian Solar yanikezela kuphela inani, kodwa ayizange ichaze ukukhula.Jonga ingxelo yonyaka ka-2019 yaseCanada, ebonisa ukuba inzuzo yayo yonke unyaka ka-2019 yi-171.6 yezigidi zeedola zaseMelika.
Ngamanye amazwi, kwimeko yokunyuka kokuthunyelwa kweemodyuli kunye nengeniso, inzuzo yemali yeCanadian Solar iyancipha, malunga ne-14.3%, ibe yinye inkokeli ye-photovoltaic kunye nokwehla konyaka kwinzuzo yenzuzo.
Idatha ibonisa ukuba umthamo omtsha we-photovoltaic welizwe lam uya kuba yi-48.2GW ngo-2020, ukunyuka okumalunga ne-60% unyaka nonyaka, okusemgangathweni omtsha kwiminyaka emithathu edlulileyo.Uninzi lweenkampani ze-photovoltaic ziye zafumana uphuhliso olukhawulezayo kwi-2020 kwaye zihambisa imibhalo emihle, ngokukodwa iinkampani ezihamba phambili ezifana neLongi kunye ne-Sungrow.
Nangona kunjalo, xa iinkampani ezininzi zikhupha izibhengezo zoqikelelo lwentsebenzo enye emva kwenye, iRisen Energy yakhupha ingqikelelo yokusebenza “eyodwa”.Inkampani ilindele inzuzo eshiyekileyo ye-160 yezigidi ukuya kwi-240 yezigidi zeeyuan, ukuhla kwe-75.35% ukuya kwi-83.57% ukusuka kwixesha elifanayo kunyaka ophelileyo;Inzuzo eseleyo emva kokutsalwa kwemali kulindeleke ukuba ibe yilahleko yezigidi ezingama-60 ukuya kwi-140 yezigidi zeeyuan, okubangela uqhushululu.
Kwangaxeshanye, olu qikelelo lwentsebenzo luye lwabangela uloyiko kwimarike yesibini, ivumela iRisen Energy ukuba ikhokele ezinye iinkampani ze-photovoltaic, kwaye ixabiso lesabelo laqala ukuwa.Idatha ibonisa ukuba ngoJanuwari 29, ixabiso lesabelo seRisen Energy laliyi-24.11 yuan, kwaye ekupheleni kwe-8 kaFebruwari, liye lawela kwi-13.27 yuan, ukwehla konyaka-ngonyaka malunga ne-45%.Ngexesha elifanayo, ezinye iinkampani ezihamba phambili ze-photovoltaic, ezifanaLongi, Tongwei kunye Sungrow, zazisekwizinga eliphezulu lamaxabiso amasheya, abonisa "amandla" ale nkcazo yokusebenza.
Ukuhla kwenzuzo yaseCanada yaseCanada ngeli xesha kuyamangalisa, mhlawumbi ngenxa yokuba iCanada yaseCanada ayizange ichaze isizathu esibalulekileyo sokukhula kwenzuzo yemali kule ngxelo yemali.
Nangona kunjalo, ngokungafaniyo neRisen Orient, imarike yesibini ithathe isimo sengqondo esichasene nediametric malunga nokwehla kwengeniso yaseCanada yaseCanada ngo-2020.
Ukususela ngo-Matshi 18, ixesha leMpuma, ixabiso le-stock yaseCanada Solar livaliwe kwi-42.86 yeedola zase-US, ukwanda kwe-3.53%, kwaye ixabiso lemarike lilonke laliyi-2.531 yeebhiliyoni zeedola zase-US.Kwangolo suku lunye, zombini i-Dow Jones Index kunye ne-Nasdaq zaziwa, apho i-Nasdaq yehle nge-3.02%, kwaye i-Tesla, nayo eyentsimi yamandla amatsha, yawa phantse i-7%.Akukho lula kwiCanadian Solar ukuqhubeka nokunyuka.
Kwezi nkampani zimbini zinengeniso efanayo yokwehla, kuphela ukwehla kweRisheng Oriental bekuphambi kweCanadian Solar.
Ngokwengxelo yeRisen Energy kwiikota ezintathu zokuqala zika-2020, inzuzo yayo imalunga ne-302 yezigidi zeeyuan, ukunyuka konyaka-ngonyaka kwe-1.31%.Kwingxelo yonyaka, zizigidi ezili-160 ukuya kwezingama-240 kuphela ezishiyekileyo.Emva kokutsalwa kweenzuzo kunye neelahleko ezingaphindi, kubekho ilahleko.Oko kukuthi, kwikota yesine yelizwe lam elifakelweyo amandla anyukayo, iRisen Energy yawela kwilahleko endaweni yoko.Ngoko i-Panic nayo isengqiqweni.
Kulo mba, i-Risen Energy iphinde yachaza kwingxelo eyongezelelweyo yoqikelelo lwentsebenzo.Ngeli xesha, imveliso yenkampani yeeseli ze-photovoltaic kunye neemodyuli ziye zanda, kwaye ingeniso yokuthengisa yeemveliso ezinxulumene ne-photovoltaic iye yanda.Ngenxa yeempembelelo ezimbini zokuhla kwamaxabiso entengiso, umyinge wengeniso yengeniso yeentengiso zeemveliso zephotovoltaic ngexesha lokunika ingxelo wehlile xa kuthelekiswa nexesha elifanayo lonyaka ophelileyo.
Ngokukodwa kwikota yesine, i-avareji yengeniso yenzuzo yokuthengiswa kweemodyuli yehle malunga ne-13-15% xa kuthelekiswa neekota ezintathu zangaphambili, kwaye impembelelo kwinzuzo yokusebenza yayimalunga ne-450 yezigidi zeeyuan ukuya kwi-540 yezigidi zeyuan.
Le meko ibonakala nakwezinye iinkampani eziphambili.Umzekelo, ukukhula kwengeniso yonyaka kwe-LONGi akuzange kube kuhle njengeekota ezintathu ezidlulileyo.Kuyabonakala ukuba kwikota yesine, iinkampani ezininzi ze-photovoltaic zibonakala ziphumelele, kodwa ngokwenene zinokuthi zilahlekelwe yimali.
Kodwa i-Canadian Artes, edweliswe kwi-stock market yase-US kwaye inesabelo esincinci seshishini kwimarike yaseTshayina, iyayiphepha le meko.Ngokutsho kwesibhengezo, ukusebenza kweemarike zeCanadian Solar kwikota yesine kwakukuhle kakhulu, kudlula inkampani kunye nokulindela kweshishini.
Phakathi kwabo, umthamo wokuthunyelwa kwemodyuli kwikota yesine ye-2020 yayiyi-3GW, ibalwa kwi-26.5% yomthamo wokuthengisa wonyaka;ikota yesine yokuthengisa ifikelele kwi-US $ 1.041 yezigidigidi, ukunyuka kwenyanga-ngenyanga kwe-14%, ukudlula uqikelelo lwentengiso yokuqala nge-980 yezigidi-1 zeedola zaseMelika.
Umyinge wengeniso yesambuku kwikota yesine ube yi-13.6%, egqithise kumlinganiselo wokuqala wengeniso ebilindelwe nge-8% -10%;inzuzo eseleyo kwikota yesine ibezizigidi ezisisi-7 zeedola zaseMelika, ibala i-4.76% yenzuzo yonyaka.
Esi sizathu esibalulekileyo sokuba kutheni imarike yesibini inethemba malunga neCanadian Solar.Nangona inzuzo yenetha kwikota yesine yayingekho phezulu, ayizange iwele kwilahleko.
Kodwa ayinakuphikiswa ukuba ingeniso yengeniso yeCanadian Solar iyehla ngokwenene.Le yingcambu yesizathu sokuhla kwenzuzo yayo eseleyo nangona ukukhula kokuthunyelwa kunye nengeniso.
Ngokwengxelo yonyaka ka-2019 yeCanadian Solar, umyinge wayo wengeniso uphezulu ukuya kutsho kuma-22.4%.Ingeniso yengeniso ye-13.6% kwikota yesine yalo nyaka ibe yi-8-10% ephezulu kunokuba bekulindelwe, engabona i-gap.
Nangona kunjalo, ngokombono wemboni ye-photovoltaic, oku kwakhona kuyiphumo elingenakuphepheka le-photovoltaics engena kwixesha lokulingana.Iinkampani eziphambili ziye zandisa imveliso yazo ukuphucula ukukhuphisana kwazo, kwaye ngokuqinisekileyo ziya kuwela "kwimfazwe yexabiso".Ngaphezu koko, u-2020 uselinqanaba elibalulekileyo kuphuhliso lweemodyuli ezinkulu.Xa kuthelekiswa nokuhla kwengeniso enkulu, iinkampani zoyika ngakumbi uluhlu lwempahla.Xa isabelo semarike yeemodyuli zobukhulu obukhulu ziba phezulu kwaye ziphezulu, iimodyuli zangoku ze-158 kunye ne-166 "yizambane ezishushu".
Ngokuqinisekileyo, isitokhwe saseCanada asinasizathu sokuhla, kwaye ixabiso eliphantsi likwayinto ebalulekileyo.Kwiminyaka elishumi edlulileyo, imboni ye-photovoltaic yelizwe lam yayisebuncinaneni bayo.Ngelo xesha, iinkampani ze-photovoltaic zakhetha ukudwelisa e-United States ukuze zifumane ingqalelo yabatyali-mali abaninzi kunye namaxabiso aphezulu.
Ngubani owayenokucinga ukuba emva kweminyaka elishumi kuphela, ilizwe lam libe lilizwe elinomthamo ophezulu ofakwe kwi-photovoltaics emhlabeni, kunye nomthamo omtsha wonyaka ofakiweyo nawo ungaphambili.
Ixhaswa yimarike yaseTshayina, iLongi ibe yinkampani ye-photovoltaic ebaluleke kakhulu emhlabeni.Iinkampani ezininzi ze-photovoltaic ezidweliswe e-United States nazo zikhethe ukubuyela kwizabelo ze-A, ezifana ne-Trina Solar.Ixabiso leCanadian Solar e-United States alikho phezulu, kuphela malunga ne-16.5 yeebhiliyoni ze-yuan, engaphantsi kwesahlulo seshumi sezabelo zeLONGi, ukusebenza kakuhle kakuhle.Nangona kunjalo, kufanelekile ukukhankanya ukuba iCanadian Solar nayo ivakalise injongo yayo yokwahlula ishishini layo kwaye ilidwelise kwizabelo ze-A ngo-2020, kwaye sele iqalile ukuyiqhubela phambili.Kuqikelelwa ukuba iza kuhlala kwizabelo ze-A ngo-2021.
Dongguan Slocable Photovoltaic Technology Co.,LTD.
Yongeza:I-Guangda Manufacturing Hongmei Science and Technology Park, No. 9-2, iCandelo leHongmei, iWangsha Road, iDolophu yaseHongmei, iDongguan, iGuangdong, iChina
I-TEL: 0769-22010201
