2020-10-13
I-Canadian Solar Power Group Co., Ltd. iyibhizinisi eliphethwe kwamanye amazwe ngokuphelele elinegama labanikazi bamasheya bangaphandle: Canadian Solar Inc.
I-Canadian Solar Power Group yasungulwa ngo-2001 nguDkt. Qu Xiaohua, uchwepheshe wamandla elanga abuyile, futhi yafakwa ohlwini lwe-Nasdaq Stock Exchange (NASDAQ: CSIQ) ngo-2006. Isebenza ngokukhethekile kuma-silicon ingots, ama-silicon wafers, namaseli elanga.Kuyibhizinisi elihlanganisiwe le-photovoltaic elihlanganyela ocwaningweni nasekuthuthukisweni, ekukhiqizeni nasekudayiseni amaphaneli elanga, amamojula elanga nemikhiqizo yesicelo selanga, kanye nokuklama nokufakwa kwezinhlelo zezitshalo zamandla elanga.
NgoJulayi kulo nyaka, i-CSIQ yamemezela isinqumo sayo sokubuyela kumasheya angu-A, yathi ngosizo lwabeluleki bezezimali bangaphandle nabeluleki bezomthetho, ikomiti elikhethekile labaqondisi abazimele benkampani seliqedile ukuhlola ukuthi kungenzeka yini ezinye izindlela zamasu enkampani.
Ngemva kokuhlola imiphumela yaleli su, Ibhodi Labaqondisi laseCanada laseCanada linqume ukuthi i-MSS izofakwa ohlwini lwe-SSE STAR Market noma i-ChiNext Market.
Ngokwesandulela emakethe ye-IPO yaseChina, inqubo yokufakwa ohlwini kulindeleke ukuthi ithathe izinyanga eziyi-18-24.Ngokwezimfuneko zokulawula izibambiso zaseChina, inkampani engaphansi kwayo kufanele iguqulwe ibe inkampani ehlanganyelwe yamazwe angaphandle ngaphambi kokufakwa ohlwini, futhi iqedwe ngoxhaso lwezimali ngabatshalizimali basekhaya.
Ebhekene nokuthi umkhakha we-MSS ungafakwa yini ohlwini lwemakethe yenhloko-dolobha yaseShayina kanye nokulindelwe ukulinganisa ngemuva kokufakwa ohlwini, iCanadian Solar ithe: “Lokhu kuncike ezimeni ezihlanganisa kodwa ezingagcini nje ngeChina nezimakethe zezimali zomhlaba wonke, indawo yokulawula yezibambiso ezisohlwini, Ukusebenza kwezimali kwenkampani kanye nezidingo zayo zokufakwa ohlwini eChina.”
Ekuqaleni kukaDisemba 2017, i-Canadian Artes yamemezela ukwenziwa kwayo okuyimfihlo.Ngeshwa, ngoNovemba 2018, uhlelo lokwenziwa kwangasese cishe unyaka wonke lwamiswa.Mayelana nezizathu zokumiswa, iCanadian Solar ayizange idalule okuningi.
Ngakolunye uhlangothi, ekuqaleni kuka-2000, i-BYD yaqala ukuzibandakanya emkhakheni we-photovoltaic, futhi manje isikwazi konke ubuchwepheshe beketanga lomkhakha wama-silicon ingots, ama-wafers e-silicon, amaseli, namamojula.Kodwa-ke, le nkampani, eyaziwa kakhulu ekhaya nakwamanye amazwe emkhakheni wezimoto, ibilokhu iphansi kakhulu emkhakheni we-photovoltaic, futhi impumelelo yayo ayizange ibonakale.
Kusazobonakala ukuthi ukutshalwa kwezimali kwe-BYD ku-Canadian Solar kuzothinta isinyathelo esilandelayo ekuthuthukisweni kwezinhlangothi zombili embonini yelanga.
I-patent efakwe yi-BYD ngo-December 29, 2017 yashicilelwa.Le patent "I-Lightwave Conversion Material kanye Nendlela Yayo Yokulungiselela kanye Neseli Yelanga", inombolo yokushicilela ithi CN109988370B.
Kubikwa ukuthi ukusungulwa kwamanje kuhlobene nensimu yamangqamuzana elanga, ikakhulukazi ezintweni zokuguqulwa kwamagagasi okukhanya kanye nezindlela zabo zokulungiselela kanye namaseli elanga.Izinto zokuguqula i-lightwave ezinikezwe ukusungulwa kwamanje zingenza amaseli elanga asebenzise ukukhanya ebangeni elibanzi le-wavelength, isibonelo, ukukhanya kwe-ultraviolet, okuthuthukisa ngokuyisisekelo ukusebenza kahle kokuguqulwa kwe-photoelectric kwamaseli elanga.
Mayelana nokuthuthukisa ukusebenza kahle kokuguqulwa kwamaseli elanga, izinkampani eziningi ze-photovoltaic zifunda ubuchwepheshe obusha bebhethri.Isibonelo, amaseli e-TOPCon namaseli e-heterojunction enze inqubekelaphambili ethile, kodwa wonke asekelwe ekuguquleni izinto ezingaphezulu zamaseli elanga.Izinkampani eziningi azizange zihlanganyele emkhakheni wokusebenzisa ububanzi obubanzi be-wavelength, noma zicabangele izixazululo ezinjalo.Kutholwe ukuthi lo mgwaqo uvaliwe.
Njengebhizinisi eligxile kubuchwepheshe, i-BYD ayinakho nje kuphela ukuzuza okuphezulu kakhulu emikhakheni yezimoto zamandla amasha, amabhethri kagesi, njll., kodwa futhi inesakhiwo esibanzi embonini ye-photovoltaic.Ngesikhathi esifanayo, inesabelo esithile semakethe ezimakethe zasekhaya neziphesheya kwezilwandle, futhi amandla ayo angeke ashaywe indiva.Amalungelo obunikazi anjalo angafakwa ekukhiqizweni, futhi kuzoletha inqubekelaphambili enkulu embonini ye-photovoltaic yaseChina.
Ezibalweni zezinga lokungeniswa kwemojula ye-PV yaseBrazil ngo-2020, izinkampani zaseShayina zePV zithatha izihlalo eziyisishiyagalolunye.
Phakathi kwazo, iCanadian Solar ikleliswe endaweni yokuqala ngo-926MWp wempahla ethengwayo, iTrina Solar kanye neRisen Energy zikleliswe endaweni yesibili neyesithathu ngokulandelana.Umehluko phakathi kwalokhu okubili awubonakali, futhi kungathiwa ukuhlukana ngamamilimitha ambalwa kuphela.
Ezinye izinkampani yiJinkoSolar, BYD, neLongi, okuyizinkampani ezijwayelekile.Okunye okumangaza kakhulu yi-BYD.I-BYD, ebilokhu yaziwa kakhulu ezimotweni zamandla amasha namabhethri kagesi, iphinde yenze impumelelo enkulu emkhakheni we-photovoltaic, futhi kunamalungelo obunikazi amaningi ahlobene.
Ukuhlulwa kwezinkampani ezihamba phambili ezifana ne-Longi ne-JA Technology emakethe yaseBrazil kulokhu futhi kukhombisa inethiwekhi yokuthengisa ephelele ye-BYD ezimakethe zaphesheya.
Ukwengeza, idatha ibonisa ukuthi amabhrendi ayishumi aphezulu e-photovoltaic aseBrazil enza u-87% wesamba esithengisiwe, futhi athembele kakhulu emithonjeni yangaphandle.Leli yithuba elihle lezinkampani zaseShayina ze-photovoltaic.
Njengelinye lamazwe abalulekile eNingizimu Melika, iBrazil inezimo zokukhanya ezinhle kakhulu futhi indawo yendawo nayo isekela ukuthuthukiswa kwamandla avuselelekayo.Njengoba izindleko zokukhiqiza amandla e-photovoltaic ziyancipha futhi ziphansi, ama-photovoltaics angomunye wemithombo yamandla evuselelekayo iBrazil enamathela kuyo ukubaluleka okukhulu.Ngesikhathi esifanayo, izwe alinazo izinkampani eziqinile ze-photovoltaic futhi lidinga izinkampani zaphesheya kwezilwandle ukuze zikhuthaze imakethe yendawo.
NgoMashi 18, 2021, i-Canadian Solar Inc. yamemezela umbiko wayo wezezimali wekota yesine kanye nonyaka ogcwele ka-2020.
1. Isamba sokuthunyelwa kwamamojula sikhuphuke ngo-32% unyaka nonyaka, safinyelela ku-11.3GW, obekuhambisana nokulindelwe yinkampani nezimboni.Futhi ingenye yezinkampani ezimbalwa ezinokuthunyelwa kwamamojula okwedlula i-10GW, okufakazela amandla e-Canadian Solar.
2. Imali engenayo yonyaka inyuke ngo-9%, yafinyelela ku-3.5 billion wamadola aseMelika.
3. Isamba semiklamo yelanga engu-1.4GW ithengiswe unyaka wonke, kanti isamba semali egciniwe yephrojekthi yeqe ama-20GW.
4. Kulindeleke ukuthi ibhizinisi lokugcina amabhethri e-United States libe nesabelo semakethe esingaba ngu-10% ngo-2021 ngemva kokuwina cishe inkontileka yokugcina ibhethri engu-1GWh.
5. Isamba semali yephrojekthi yokugcina amandla cishe i-9GWh;
6. I-spin-off kanye nokufakwa kuhlu kwe-CSI Solar, inkampani ephethwe yizingxenye ze-MSS nebhizinisi lezixazululo zesistimu, kusendleleni.
7. Inzuzo yonke edalwe yi-Canadian Solar yayingu-US$147 wezigidi, noma inzuzo encishisiwe ngesheya ngalinye lama-US$2.38.
Njengenkampani ehamba phambili ye-photovoltaic emhlabeni, i-Canadian Solar izuze ukukhula konyaka nonyaka emabhizinisini amaningana afana nokuthengiswa kwamamojula nemali engenayo.Ngesikhathi esifanayo, i-Canadian Solar iphinde yethule isakhiwo esijulile ebhizinisini lokugcina amandla.Inhlanganisela ye-photovoltaic kanyeukugcinwa kwamandlaibuye ibhekwe imboni njengento ebalulekile esikhathini esizayo sokuthuthukiswa kwe-photovoltaic, futhi ingakwazi ukuxazulula ngokuphumelelayo izinkinga zokulahlwa kwelanga nokungazinzi kokukhiqiza amandla e-photovoltaic.
Kodwa ngokwenzuzo yenetha, abatshalizimali abakhathazeke kakhulu ngayo, i-Canadian Solar inikeze kuphela inani, kodwa ayizange ichaze ukukhula.Bheka umbiko wonyaka ka-2019 waseCanada, okhombisa ukuthi inzuzo yawo wonke unyaka ka-2019 iyizigidi ezingama-171.6 zamadola aseMelika.
Ngamanye amazwi, esimweni sokukhuphuka kokuthunyelwa kwe-module kanye nemali engenayo, inzuzo enetha ye-Canadian Solar yehlile, cishe i-14.3%, yaba omunye umholi we-photovoltaic ngokuncipha konyaka ngonyaka wenzuzo ezuzisayo.
Idatha ibonisa ukuthi amandla amasha e-photovoltaic afakiwe ezwe lami azoba ngu-48.2GW ngo-2020, ukwanda okungama-60% unyaka nonyaka, okubuye kube phezulu okusha eminyakeni emithathu edlule.Izinkampani eziningi ze-photovoltaic zithole ukuthuthukiswa okusheshayo ku-2020 futhi zilethe imibhalo emihle, ikakhulukazi izinkampani ezihamba phambili ezifana ne-Longi ne-Sungrow.
Kodwa-ke, lapho izinkampani eziningi zikhipha izimemezelo zezibikezelo zokusebenza ngokulandelana, i-Risen Energy yakhipha isibikezelo sokusebenza "esiyingqayizivele".Le nkampani ilindele inzuzo enkulu yezigidi ezingu-160 kuya kwezingu-240 zamayuan, ukwehla ngo-75.35% kuya ku-83.57% kusukela esikhathini esifanayo ngonyaka odlule;inzuzo ephelele ngemva kokubanjwa kwemali kulindeleke ukuthi ibe ukulahlekelwa kwezigidi ezingu-60 kuya kwezingu-140 zamayuan, okubangela isiyaluyalu.
Ngesikhathi esifanayo, lesi sibikezelo sokusebenza siphinde sabangela ukwethuka emakethe yesibili, okuvumela i-Risen Energy ukuthi ihole ezinye izinkampani ze-photovoltaic, futhi intengo yamasheya yaqala ukwehla.Idatha ikhombisa ukuthi ngoJanuwari 29, inani lentengo le-Risen Energy lalingu-24.11 yuan, kwathi ngasekupheleni kukaFebhuwari 8, lehle lafinyelela ku-13.27 yuan, ukwehla konyaka nonyaka cishe ngama-45%.Ngesikhathi esifanayo, ezinye izinkampani ezihamba phambili ze-photovoltaic, njengeLongi, Tongwei kanye Sungrow, zazisesekuthambekeni okukhuphukayo kwamanani esitoko, okubonisa “amandla” alesi sibikezelo sokusebenza.
Ukwehla kwenzuzo yengqikithi yaseCanada ngalesi sikhathi nakho kuyamangaza, mhlawumbe ngoba iCanada yaseCanada ayizange isho isizathu esibalulekile sokukhula kwenzuzo yonke kulo mbiko wezezimali.
Kodwa-ke, ngokungafani neRisen Orient, imakethe yesibili ithathe isimo sengqondo esiphambene kakhulu nokwehla kwenzuzo yonke yaseCanada ngo-2020.
Kusukela kuvalwa ngoMashi 18, Isikhathi saseMpumalanga, intengo yesitoko saseCanada Solar ivalwe ngamadola aseMelika angama-42.86, ukukhuphuka ngo-3.53%, kanti inani lemakethe eliphelele lalingama-dollar ayizigidi eziyizinkulungwane ezingama-2.531.Ngalo lolo suku, i-Dow Jones Index ne-Nasdaq zaziwa, lapho i-Nasdaq yehle ngo-3.02%, kwathi uTesla, naye ongowomkhakha wamandla amasha, wehla cishe ngo-7%.Akulula ukuthi i-Canadian Solar iqhubeke ikhuphuka.
Kulezi zinkampani ezimbili ezinenzuzo efanayo yokwehla kwenzuzo, ukwehla kwe-Risheng Oriental kuphela kwakungaphambi kakhulu kweCanadian Solar.
Ngokombiko weRisen Energy wezingxenye ezintathu zokuqala zika-2020, inzuzo yayo yonke ilinganiselwa ezigidini ezingama-302 zamayuan, okuwukunyuka konyaka ngonyaka ngo-1.31%.Embikweni wonyaka, kusele ama-yuan ayizigidi eziyi-160 kuye kwangama-240 kuphela.Ngemva kokudonsa izinzuzo nokulahlekelwa okungaphindi, kube nokulahlekelwa.Okusho ukuthi, engxenyeni yesine yomthamo wezwe lami ofakiwe ukhuphuka, iRisen Energy yawela ekulahlekelweni esikhundleni salokho.Ngakho Ukwethuka nakho kunengqondo.
Mayelana nalokhu, iRisen Energy iphinde yachaza esitatimendeni esengeziwe sesibikezelo sokusebenza.Ngalesi sikhathi, ukukhishwa kwenkampani kwamaseli we-photovoltaic namamojula kuye kwanda, futhi imali yokuthengisa yemikhiqizo ehlobene ye-photovoltaic iye yanda.Ngenxa yomthelela okabili wokwehla kwezintengo zokuthengisa, imajini yenzuzo iyonke yokuthengiswa kwemikhiqizo ye-photovoltaic phakathi nesikhathi sokubika yehle uma kuqhathaniswa nesikhathi esifanayo sonyaka odlule.
Ikakhulukazi kwikota yesine, isilinganiso senzuzo yenzuzo enkulu yokuthengiswa kwamamojula sehle cishe ngo-13-15% uma kuqhathaniswa nezingxenye ezintathu kwezine zangaphambili, futhi umthelela enzuzweni yokusebenza wawungaba ama-yuan ayizigidi ezingu-450 kuya ku-540 wezigidi ezingu-yuan.
Lesi simo sibonakala nakwezinye izinkampani ezihamba phambili.Isibonelo, ukukhula kwenzuzo yonyaka ye-LONGi bekungekuhle njengamakota amathathu adlule.Kungabonakala ukuthi engxenyeni yesine, izinkampani eziningi ze-photovoltaic zibonakala ziphumelela, kodwa empeleni zingase zilahlekelwe yimali.
Kodwa i-Canadian Artes, esohlwini lwemakethe yamasheya yase-US futhi enesabelo esiphansi sebhizinisi emakethe yaseShayina, ivele igweme lesi simo.Ngokwesimemezelo, ukusebenza kwemakethe yeCanadian Solar engxenyeni yesine bekukuhle kakhulu, kudlula inkampani nokulindelwe yimboni.
Phakathi kwazo, ivolumu yokuthunyelwa kwemojula engxenyeni yesine ka-2020 yayiyi-3GW, ibalwa ku-26.5% wevolumu yokuthengisa yonyaka;ukuthengiswa kwekota yesine kufinyelele ku-US$1.041 billion, ukukhuphuka kwenyanga nenyanga ngo-14%, okudlula isibikezelo sokuthengisa sangempela ngamadola ayizigidi eziyizinkulungwane ezingama-980-1.
Isamba semalini yenzuzo ngekota yesine ibe ngu-13.6%, eyeqa umkhawulo wemali ebilindelwe yesamba senzuzo ngo-8% -10%;inzuzo eyinsalela ngekota yesine ibingamadola ayizigidi eziyisi-7 zamaRandi, ibalwa ku-4.76% wenzuzo yonke yonyaka.
Lesi yisizathu esibalulekile sokuthi kungani imakethe yesibili inethemba nge-Canadian Solar.Yize inzuzo ngekota yesine ibingekho phezulu, ayizange iwele ekulahlekelweni.
Kodwa akunakuphikwa ukuthi imajini yenzuzo eyisamba yeCanadian Solar iyehla ngempela.Lesi yimbangela eyinhloko yokwehla kwenzuzo yayo yonke naphezu kokukhula kokuthunyelwa kanye nemali engenayo.
Ngokombiko wonyaka we-Canadian Solar ka-2019, imajini yayo yenzuzo iyonke iphezulu njengo-22.4%.Isamba senzuzo yemali elinganiselwa ku-13.6% engxenyeni yesine yalo nyaka ibe phezulu ngo-8-10% kunalokho obekulindelwe, nokuyinto engabona igebe.
Kodwa-ke, ngokombono wemboni ye-photovoltaic, lokhu kubuye kube umphumela ongenakugwemeka we-photovoltaics engena enkathini yokulingana.Izinkampani ezihamba phambili zandise umkhiqizo wazo ukuze zithuthukise ukuncintisana kwazo, futhi nakanjani zizowela “empini yamanani”.Ngaphezu kwalokho, u-2020 useyisigaba esibalulekile ekuthuthukisweni kwamamojula anosayizi omkhulu.Uma kuqhathaniswa nokwehla kwenzuzo enkulu, izinkampani zesaba kakhulu ukusungula izinto.Lapho isabelo semakethe samamojula anosayizi omkhulu siba phezulu nangaphezulu, amamojula amanje ayi-158 kanye ne-166 "amazambane ashisayo".
Yiqiniso, isitokwe saseCanada asinaso isizathu sokwehla, futhi ukulinganisa okuphansi nakho kuyisici esibalulekile.Eminyakeni eyishumi edlule, imboni yezwe lami ye-photovoltaic yayisencane.Ngaleso sikhathi, izinkampani ze-photovoltaic zakhetha ukufaka ohlwini e-United States ukuze zithole ukunakwa kwabatshalizimali abaningi kanye nokulinganisa okuphezulu.
Ubani owayengacabanga ukuthi ngemva kweminyaka eyishumi kuphela, izwe lami libe yizwe elinamandla aphakeme kakhulu afakiwe we-photovoltaics emhlabeni, futhi umthamo omusha wonyaka ofakiwe nawo usekude phambili.
Isekelwa imakethe yaseShayina, iLongi isiphenduke inkampani ye-photovoltaic ebaluleke kakhulu emhlabeni.Izinkampani eziningi ze-photovoltaic ezibalwe e-United States nazo zikhethe ukubuyela ku-A amasheya, njenge-Trina Solar.Isilinganiso seCanadian Solar e-United States asiphezulu, cishe ama-yuan ayizigidi eziyizinkulungwane eziyi-16.5, okungaphansi kokukodwa kweshumi kwamasheya e-LONGi, ukusebenza kuhle kakhulu.Kodwa-ke, kufanelekile ukusho ukuthi iCanadian Solar nayo izwakalise inhloso yayo yokuhlukanisa ibhizinisi layo futhi ilifake ohlwini lwamasheya A ngo-2020, futhi isivele iqalile ukuliqhubekisela phambili.Kulinganiselwa ukuthi izongena kumasheya A ngo-2021.
I-Dongguan Slocable Photovoltaic Technology Co.,LTD.
Engeza:Guangda Manufacturing Hongmei Science and Technology Park, No. 9-2, Hongmei Section, Wangsha Road, Hongmei Town, Dongguan, Guangdong, China
TEL:0769-22010201
