Ngenzuzo yonyaka engaphezu kwama-yuan ayizigidi eziyizinkulungwane ezingu-10, amasheya e-Longi aqinisekiswa njengenkampani ehamba phambili ye-photovoltaic!

Kusukela ngo-2020 kuya ku-2021, bayanda abantu abangena emakethe yamasheya.Njengomkhiqizi omkhulu kunayo yonke emhlabeni wama-solar monocrystalline silicon ingots namawafa, ukusebenza kukaLongi kukhule ngokushesha, ngenzuzo yonyaka engaphezu kwezigidigidi eziyi-10 kanye nensalela yokukhula kwenzuzo engama-34%.Sekuyihhashi elimnyama emakethe yamasheya kanye nesitoko esinamandla amakhulu embonini yemali.

U-Longji wabelana ngokuqinile endaweni ehamba phambili kuma-photovoltaics

Kulo nyaka, imboni ye-photovoltaic iye yaletha ukuthuthukiswa okukhulu.I-Longi sekuyisikhathi eside igxile ekuhlinzekeni amakhasimende omhlaba jikelele ngezixazululo zamandla elanga e-monocrystalline asebenza kahle kakhulu.Imboni inesakhiwo somhlaba wonke futhi izinzuzo zokuhlanganisa ziboniswa ngokugcwele.Kusukela kwahlanganiswa ukwakheka okubheke phambili ngo-2015, umthamo wokuthunyelwa kwebhizinisi lamamojula ngo-2020 uzofinyelela indawo yokuqala emhlabeni, futhi ukusebenza ngo-2021 kuzodlula obekulindelwe.Isungulwe ngokuqinile njengomholi we-photovoltaics, futhi ukusebenza kwayo kuye kwanda.Isakhiwo esibheke phambili se-BIPV sinweba izinhlelo zokusebenza ezansi nomfula.

Ukusebenza kuka-2020 kuseduze nomkhawulo ophezulu wesibikezelo, futhi inzuzo nekhwalithi yokusebenza iyaqhubeka nokuba ngcono.Kusukela ekuqaleni kuka-2020 kuya ku-Okthoba 2020, intengo yamasheya kaLongi yenyuka izikhathi ezingu-2.36, futhi inani layo lemakethe lingaphezu kwezigidigidi ezingu-300, okuyenza ibe yinkampani ye-photovoltaic ebaluleke kakhulu emhlabeni.Sekukonke, ukusebenza kudlule obekulindelekile.Imali engenayo yonyaka ehlosiwe yayingama-yuan ayizigidi eziyizinkulungwane ezingama-85.Ekupheleni kukaDisemba 2020, lase lithole amalungelo obunikazi angu-1,001 esewonke.Ukutshalwa kwezimali ocwaningweni lwesayensi bekukukhulu, okubuye kwaba nesandla ekuthuthukisweni kwekhwalithi yomkhiqizo kanye nokuthuthukiswa okusheshayo kokuthengisa.

Mayelana nemikhiqizo,ukukhiqizwa nokuthengiswa kwama-silicon wafers kuqala. Ngenxa yokwenyuka okukhulu kokutshalwa kwezimali kwe-R&D, izindleko ezingezona eze-silicon ziyaqhubeka nokuwa, futhi ama-silicon wafers anosayizi omkhulu athandwa yimakethe.Ngo-2020, imali engenayo yebhizinisi le-silicon wafer yayingama-yuan ayizigidi eziyizinkulungwane eziyi-14.097, okuhlanganisa u-26% wesamba semali engenayo.Ukukhishwa kwaminyaka yonke kwama-wafers e-silicon e-monocrystalline kufinyelele ku-58.90GW, futhi ukuthunyelwa kwamanye amazwe kubalele ku-55%.Umhlinzeki we-silicon wafer omkhulu kunawo wonke emhlabeni unesikhundla esiqinile.Ngesikhathi esifanayo, isu lokuhwebelana kwembulunga yonke lajula, inzuzo yengxenye yehliswa, izindawo zokuthengisa zahlukahluka kakhulu, futhi ukuthunyelwa kwafika phezulu.Ngo-2020, inkampani yazuza imali engama-yuan ayizigidi eziyizinkulungwane ezingama-36.24 kumamojula we-photovoltaic namabhethri, okuwukukhuphuka konyaka ngo-139.8%.

Ngokuthuthuka komnotho okuqhubekayo, uLongi uyahlanganyela, eqondiswa ubuchwepheshe futhi eqhutshwa ukusebenza kahle, ukwakha ukuncintisana kwesikhathi eside.Ngakolunye uhlangothi, ukusebenzisa isu lobuholi bomkhiqizo, ukuklama nokuthuthukisa imikhiqizo ehlukanisiwe yamandla aphezulu ngesisekelo sesilinganiso esingcono kakhulu sokusebenza kwamanani, ukwehlisa ngokuqhubekayo izindleko kanye nezimali ezanele zobuchwepheshe.Ngakolunye uhlangothi, ukwakha uhlelo lwe-R&D oluncintisanayo emhlabeni wonke, ukunikeza ukudlala okugcwele ezindaweni ezigcina amandla zobuchwepheshe kanye nezinzuzo ezihamba phambili ze-R&D, nokuba nesikhungo sobuchwepheshe sebhizinisi elisezingeni likazwelonke eli-1 kanye nezikhungo zobuchwepheshe zamabhizinisi ezifundazwe ezi-5 ukuze kuqinisekiswe ngokugcwele ukuthi imakethe ishintshile. ezentengiselwano noma zinakho Ubuchwepheshe bamandla okuhweba bulandelelwa eduze ukuze kugcinwe ubuchwepheshe kanye nobuholi bezindleko.

Izinkampani ezinhle kakhulu embonini ye-photovoltaic ziyaqhubeka nokugqamisa

I-silicon ye-Monocrystalline kancane kancane ithatha indawo ye-polycrystalline silicon emakethe yamanje ye-photovoltaic.Ngaphansi kwalo mkhuba wemakethe,Isabelo semakethe sikaLongi senza ngaphezu kuka-40%, futhi inzuzo yama-silicon wafers inamandla, futhi intengo yesitoko iyenyuka.Ngaso leso sikhathi, amabhizinisi amaningi avelele afana neZhonghuan Co., Ltd., Aerospace Electromechanical, Sungrow Power, kanye neZhongli Technology avele.

Kodwa kuyo yonke imboni, intengo yezinto ezingavuthiwe inomthelela omkhulu enzuzweni yenkampani.Kunjalo kwa-LONGi, nezinye izinkampani nazo ziyafana.Kuphela ngokusungula izinto ezintsha zobuchwepheshe kanye nezindleko eziphansi zomkhiqizo lapho inkampani ingafinyelela intuthuko esheshayo.

Izabelo ze-Zhonghuan

Isungulwe ngo-1999, ngenxa yokulungiswa kwesakhiwo semikhiqizo emisha yamandla, ibhizinisi lokuthekelisa likhule ngokushesha.Ikhiqiza ikakhulukazi futhi isebenzise izinto zokwakha ze-semiconductor namasekhethi ahlanganisiwe we-semiconductor namadivayisi, anempahla ephelele ye-2.051 billion yuan kanye nobudlelwano obuqinile nezici zomkhiqizo nezimfanelo zomkhakha.Imisebenzi ehlukahlukene.Emkhakheni wezinto ze-silicon ze-monocrystalline, kungathiwa omunye wabakhiqizi abanezinhlobonhlobo eziphelele kakhulu ze-silicon ye-monocrystalline ezweni lami.Okukhiphayo kanye nesabelo semakethe bekulokhu kusendaweni ehamba phambili embonini efanayo e-China iminyaka emi-5 ilandelana, futhi izinga lokukhiqiza nokuthengisa lisendaweni yesithathu emhlabeni.

I-Aerospace Electromechanical

Yasungulwa ngo-Julayi 1, 1999, iyibhizinisi likahulumeni elikhulu lobuchwepheshe obuphezulu eliphethwe ngokuqondile uhulumeni omkhulu.Ibhizinisi layo eliyinhloko lihilela izingxenye zezimoto ezisezingeni eliphezulu kanye nama-photovoltaics wamandla amasha.Inamabhizinisi amathathu zobuchwepheshe obuphezulu kanye nezikhungo ezintathu ze-R&D zobuchwepheshe zikazwelonke, zezifunda kanye nezomasipala.Inkundla ebalulekile yokwenziwa kwezimboni kwezicelo zobuchwepheshe be-aerospace, enenzuzo enkulu yezigidi ezingu-172 ngo-2020. Nakuba inkampani ithuthuka ngokwesayensi, iwufeza ngenkuthalo umthwalo wayo wenhlalakahle womhlaba wonke wokongiwa kwamandla kanye nokuvikelwa kwemvelo.

Amandla e-Sungrow

Selokhu yasungulwa ngo-1997, ibilokhu igxile emkhakheni wokukhiqiza amandla amasha, nokuqamba okusha kwezobuchwepheshe njengomthombo wamandla wokuthuthukiswa kwezinkampani, futhi yazuza izindondo eziningi njenge “National Key New Products”, “Izimpawu Zokuhweba ZaseShayina”, kanye “neGlobal Top 500 New Energy Enterprises”.Senze amaphrojekthi amakhulu wesayensi nobuchwepheshe kazwelonke angaphezu kwama-20 futhi ingenye yezinkampani ezimbalwa embonini ezifunde ubuchwepheshe obuningi obuzimele obuyisisekelo.

I-Zhongli Technology

Yasungulwa ngo-1988, inezisekelo ezine zokukhiqiza zesifunda eJiangsu, eNyakatho-mpumalanga, eNingizimu China naseNtshonalanga.Uhlelo lwesevisi lusabalele emhlabeni wonke, futhi imikhiqizo idayiswa emazweni angaphezu kuka-20.Imboni yezinkonzo ibandakanya imboni yezokuxhumana emhlabeni wonke, imboni yokukhiqiza imishini, imboni yezokuthutha ngojantshi, kanye nezicelo zasolwandle.Nemboni yobunjiniyela basolwandle, imboni yamandla, imboni yezimayini, imboni yelanga kanye nemboni yamandla amasha kanye nezinye izimboni nezimakethe.

I-Slocable Solar

Isungulwe ngo-2008, igxile ekutshalweni kwezimali kwe-R&D, ukulawulwa kwekhwalithi yokukhiqiza kanye nokumaketha kwezinsiza ze-photovoltaic.Ngemuva kweminyaka engu-13 yentuthuko eqhubekayo kanye nokuqanjwa okusha, i-Slocable Solar isiphenduke isitshalo esaziwayo sokukhiqiza izesekeli ze-photovoltaic ekhaya nakwamanye amazwe.Imikhiqizo eyinhlokoizintambo zelanga, izixhumi ze-solar mc4, abanikazi be-fuse emgqeni welanga, imihlangano yekhebula lelanga, amathuluzi we-photovoltaic nezesekeli, i-solar circuit breaker, amabhokisi e-solar junction, izixhumi ezingangeni manzi, kanye nobhaka wephaneli yelanga nezinye izesekeli ze-photovoltaic peripheral, ezinikezelwe Ukuhlinzeka ngezixazululo ezisebenza kahle kozakwabo bemboni ye-photovoltaic.

Amathemba entuthuko yesikhathi esizayo mahle, inzuzo kulindeleke ukuthi ikhuphuke futhi

Mayelana nentuthuko, izindleko zesheya lika-Henderson zahlala zizinzile, kodwa isamba senzuzo yehla.Ngo-2020, ngenxa yokwenyuka okukhulu kwentengo yezinto zokusetshenziswa njenge-polysilicon nengilazi ye-photovoltaic, imajini yenzuzo iyonke engxenyeni ye-Q4 yaba ngu-19.37%, ukwehla ngo-6.42pct kusuka kwikota edlule.

Ngokuqaliswa koHlelo Lweminyaka Eyi-14 Lweminyaka Emihlanu kanye nokukhuthazwa nokukhuthazwa kwezinqubomgomo ezihlukahlukene, esikhathini esizayo,I-Henderson Group ilindele ukuthi inzuzo yonke etholakala enkampanini engumzali izodlula ama-yuan ayizigidi eziyizinkulungwane ezingu-14 kusukela ngo-2021 kuya ku-2022., futhi ulondoloze isilinganiso "esinconywa kakhulu-A".