Yazisa:
Ngobusuku be-30 ka-Okthobha,i-photovoltaic ekhokelayo LONGi amandla ohlaza (601012.SH) wakhupha 2023 iziphumo zekota ezintathu zemali, inkampani waqonda ingeniso yokusebenza 94.100 billion yuan kwiikota ezintathu zokuqala, ukwanda 8.55% unyaka nonyaka;iikota ezintathu zokuqala ukufumana inzuzo eshiyekileyo ye-11.694 yeebhiliyoni zeeyuan, ukwanda nge-6.54% unyaka nonyaka;apho, kwikota yesithathu ukufikelela ingeniso yokusebenza yuan 29.448 billion, phantsi 18.92%;kwikota yesithathu ukufumana inzuzo eshiyekileyo ye-2.515 yeebhiliyoni zeeyuan, phantsi kwe-44.05% unyaka nonyaka.18.92%;ikota yesithathu ifumene inzuzo eyi-2.515 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka ngama-44.05%.
Ukwandiswa kwekhonkco loshishino lonke, ukuhla kwexabiso, okukhokelela ekusebenzeni okubuthathaka
Njengei-photovoltaic iplate market capitalisation of the amashishini aphezulu, kodwa nakwi-silicon wafer, ibhetri, imodyuli ezintathu ikhonkco imveliso umthamo, ukuthunyelwa zibekwe phakathi phezulu ukudityaniswa ehamba phambili, LONGi Green Energy iziphumo zokusebenza bezisoloko ithathwa njengenye kushishino. i-vane yomoya, ikhonkco loshishino phezulu nasezantsi kwentsebenzo yexabiso lesitokhwe samashishini amaninzi nawo anempembelelo enkulu.
Ngokwengxelo, nangona ukukhula konyaka-ngonyaka kumthamo wemveliso kunye neentengiso zixhasa ukukhula okulungileyo kwengeniso ye-LONGi Green Energy kunye nenzuzo eseleyo kwiikota ezintathu zokuqala, unyaka nonyaka kunye nokusebenza konyaka ikota yesithathu ibibuthathaka kakhulu kunolindelo lwemarike.Ingxelo ishwankathela ezona zizathu ziphambili zokuhla kwengeniso eyintsalela ngolu hlobo lulandelayo: ukuhla kwengeniso yotyalo-mali kunye neenzuzo zotshintshiselwano, ukunyuka kwelahleko ye-inventri, ukwanda kweendleko zophando kunye nophuhliso, kunye nempembelelo yokusetyenziswa ngokukhawuleza kwentlawulo esekelwe kwisabelo.Le yimpendulo ejoliswe kwimo ekhoyo ngoku ye-PV industry overcapacity kunye nokuhla kwexabiso.
Kwikhonkco ye-silicon ekhuphukayo, ingeniso ethe ngqo ye-LONGi Green Energy ivela kwingeniso yotyalo-mali yokuthatha inxaxheba kwi-Yunnan Tongwei, ngenxa yokuhla okuqhubekayo kwexabiso le-silicon kulo nyaka, inxalenye yengeniso yotyalo-mali iphantsi.Ngokwengxelo, ingeniso yotyalo-mali yenkampani evela kumaqabane kunye namashishini adibeneyo yehle nge-32.2% unyaka nonyaka.
Njengomthamo wemveliso ye-silicon "enkulu", ukucuthwa kwexabiso le-silicon kulungele indawo ye-silicon evulekileyo yenzuzo, kodwa ikhonkco le-silicon wafer ngenxa yomthamo ogqithisileyo wemizi-mveliso obangelwa ngamaza okucutha amaxabiso kodwa yeza ngaphezulu kancinci kune-silicon "ephantsi".
Ingxelo yemali ye-LONGi Green Energy, kunye nokwandiswa ngokukhawuleza kwamandla amatsha emveliso kuwo onke amacandelo ekhonkco loshishino kunye nokuhla okuqhubekayo kwamaxabiso e-chain chain, ukhuphiswano loshishino lwe-PV luye lwaqina ngakumbi.Ngokutsho kwedatha ye-Info Link yamva nje, i-P-uhlobo lwamva nje lwe-M10, i-N-uhlobo lwe-182mm monocrystalline silicon wafer avareji ixabiso lentengiselwano ye-2.54 yuan / isilayi, i-2.59 yuan / isilayi, xa kuthelekiswa nokuqala konyaka ziphantsi ngaphezu kwe-25%.Abanye abangaphakathi kwishishini bathi isantya sokusebenza se-silicon wafer plant inokuba ngaphantsi kwe-80%, ukuba uluhlu lwezinto ezininzi lube ngowona mgca uphambili wengqiqo, abavelisi abaninzi banomdla wokuthumela ngenqanawa ngamaxabiso aphantsi, ixabiso langoku le-silicon wafer linayo. ichukumise indawo yokuqhawuka kwamanye amashishini.Nangona imbono yangoku ye-LONGi yamandla aluhlaza we-silicon wafer ireyithi yokuqala echatshazelwa ngamancinci, kodwa amaxabiso aqhubekayo aphantsi ngokucacileyo acudisa inzuzo yawo.Kumkhwa wekota yesine, uJibang Consulting ugweba ukuba amaxabiso e-wafer kwibhodi yonke, ukuthoba kwemfuno yokuthenga ezantsi, icala elinyukayo leendleko zokunqongophala kwenkxaso, amaxabiso e-wafer okanye kuya kuba nzima ukumisa ukuhla.
Esinye isikhundla esibalulekileyo se-LONGi yamacandelo amandla ohlaza nawo ajongene nefuthe eliphindwe kabini lokugqithiswa kunye nokuhla kwamaxabiso.Ngokwengxelo yezemali, kwiikota ezintathu zokuqala ze-2023, i-LONGi Green Energy yaqaphela ukuthunyelwa kwecandelo le-monocrystalline ye-43.53GW, apho i-16.89GW yamacandelo athunyelwa kwikota yesithathu, nangona ukuphuculwa konyaka-ngonyaka, kodwa kuncinci kunokuba kulindelwe xa kuthelekiswa. kumthamo wayo wemveliso, kuye kwavela ingxaki yokusilela kwempahla.Kwaye icandelo langoku lemalike yemfazwe eqatha ayicinezeli kuphela ukuthunyelwa kwecandelo lamandla ohlaza e-LONGi, kodwa kubangele ukuhla kwe-inventri yayo.Ngaphambili, ibhetshi yesithathu ye-Huadian Group's 2023 yengqokelela ye-PV yemodyuli yebhidi yayinomnikelo ophantsi ngokwembali we- $0.993/W.Ngokutsho kwedatha ye-InfoLink, ixabiso lokwenziwa kwecandelo laliphantsi njenge-$ 1.05 / W.Ukuphendula kule meko, uLiu Yuxi, umongameli wesebe lommandla weLONGi Green Energy kwingingqi yaseChina, kutshanje uthe esidlangalaleni ukuba icandelo lokwehla kwexabiso lalo nyaka ligqithise ulindelo lwangaphambili lweshishini, kwaye lingabizwa ngokuba "yi-panic fall", kwaye wathi amaxabiso ecandelo awela ngaphantsi kwe-yuan eyi-1 ithetha ukuba iindleko zokwenyani.U-Liu Yuxi uphinde wachaza ngokuphandle ukuba imfazwe yangoku yamaxabiso ikhona kumandla okubhala ngobuxoki, i-silicon, ifilimu, i-frame thinning kunye nezinye izinto ezingathandekiyo, ishishini lilonke linempembelelo embi.
Qhubekeka ukubheja kwi-BC indlela yobuchwepheshe bebhetri, inzuzo ihlala ibonwa
Ukongeza amaza ukwanda imveliso, imfazwe amaxabiso, isiqingatha sesibini kulo nyaka, isiganeko PV kushishino kakhulu-profayile kakhulu LONGi isaziso esemthethweni ukubheja BC indlela yobuchwepheshe ibhetri, phambi kokuba titanium media app kwakhona umkhondo imeko efanelekileyo. (Konke kwibhetri ye-BC.)!"Iflegi ye-LONGi ibhabha phezulu, i-PV melee iya kuhamba phi? I-LONGi iphinda ilahle i-BC isibhengezo esinzima,i-photovoltaicUmlo wendlela yebhetri ukwinguqu epheleleyo).
Kwingxelo yekota yesithathu, i-LONGi Green Energy iphinde yavakalisa ukuzimisela kwayo ukuphuhlisa itekhnoloji ye-BC ngamandla, inika ingxelo yokuba inkampani igxile ekuphuculweni okuphindaphindiweyo kunye noshishino lobuchule obuphezulu be-BC ngexesha lokunika ingxelo, kwaye yaqhubeka nokuphucula isivuno kunye nokuguqulwa. ukusebenza kakuhle kweemveliso zeHPBC kwimveliso yobuninzi.Ngophando olunzulu kunye nophuhliso lwetekhnoloji ye-BC ephezulu kunye nokuqhubela phambili kolwakhiwo lwamandla emveliso, amandla okuvelisa ukusebenza okuphezulu kweeseli ze-HPBC pro kulindeleke ukuba zifakwe kwimveliso ekupheleni kuka-2024.
Nangona kunjalo, okwangoku, kwisizukulwana sesithathu ingxabano yendlela yebhetri ye-N-uhlobo, ukusebenza kwenkampu ye-TOPCon kungcono.
Ngokweziphumo zemali zenkampani ezisanda kukhutshwa, inkampu ye-TOPCon "umphathi weflegi" uJinko Solar (688223.SH) kwikota ezintathu zokuqala zengeniso yokusebenza ye-85.097 yebhiliyoni ye-yuan, ukwanda kwe-61.25% ngonyaka;ukufumana inzuzo eshiyekileyo ye-6.354 yeebhiliyoni zeeyuan, ukwanda kwama-279.14% unyaka nonyaka.Phakathi kwabo, ikota yesithathu ifumene inzuzo eyi-2.511 yeebhiliyoni zeeyuan, inyuke nge-225.79% unyaka nonyaka.Inkampani iphinde yathi ukunyuka kwesabelo sothutho lwe-N sesinye sezizathu eziphambili zokunyuka kwengeniso.Enye ingxilimbela yeTrina Solar (688599.SH) nayo iyiphindaphinde kabini inzuzo yayo kwikota ezintathu zokuqala, kuquka nengeniso eyi-1.537 yeebhiliyoni zeeyuan kwikota yesithathu, ukunyuka konyaka nonyaka ngama-35.67%.Ukongeza koku kungasentla kwibhetri, amacandelo anoyilo olunzulu lweshishini, kugxilwe kwi-TOPCon ibhetri yezabelo zeJunda (002865.SZ) nazo zafumana inzuzo eseleyo yokukhula okulindelekileyo, iikota ezintathu zokuqala zenkampani zengeniso eshiyekileyo unyaka wonke. -ukukhula konyaka wama-299.21%, apho ikota yesithathu itsibe ngama-396.34%.
Okwangoku, isantya sebhetri ye-photovoltaic iteration iyakhawuleza, isizukulwana sesithathu se-N-type ye-battery share share iyaqhubeka nokunyuka, "utshintsho lwe-dynasties" ngelo xesha, i-LONGi Green Energy ityale imali enkulu ye-R & D yeendleko zokubheja kwinzuzo. ye-BC umzila weteknoloji, nokuba ukhokele ekulinganisweni kweemveliso ze-TOPCon, "ukugoba indlela yokudlula! "Kuhlala kubonakala.
Ukongeza kule ngcaciso ingentla, ingxelo yezemali ikwadize ukuba ukuhamba kwemali eseleyo yenkampani ukusuka kwimisebenzi yokusebenza kwikota yesithathu yehle ngama-54.23%, ikakhulu ngenxa yokwandiswa kweentlawulo zokusebenza kunyukile, ukuhla okunxulumene nokufunyanwa kwangaphambili.Ukongeza, ngokwedatha ye-Oriental Wealth Choice, ilahleko ye-asethi ye-asethi ye-1.099 yebhiliyoni ye-yuan kwikota yesithathu, ukwanda kwe-852 yezigidi zeeyuan xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo.
Ngo-Oktobha 30 ngaphambi kokubhengezwa kwengxelo yekota yesithathu, ixabiso le-LONGi lamandla aluhlaza livaliwe kwi-25.16 yuan / isabelo, ukunyuka kwe-0.72% ngaphezu kosuku lwangaphambili lokurhweba, xa kuthelekiswa nokuqala konyaka we-49.08 yuan / isabelo sendawo ephakamileyo siwile kwi-48.8 %I-capitalisation yemalike yemalike ye-190.7 yebhiliyoni ye-yuan, nangona kunjaloi-photovoltaicipleyiti ngokupheleleyo "isitulo", kodwa xa kuthelekiswa nexabiso lemarike ngaphezu 500 billion yuan ngo-2021, capitalisation yenkampani kwimarike ngaphezu 500 billion yuan.Ngo-2021 ngaphezu kwe-500 yeebhiliyoni zexabiso lemarike liye lehla ngaphezu kwe-60%.
Kwingxelo yekota yesithathu ngexesha elinye, uLongi Green Energy ukwabhengeze ukuba usihlalo wenkampani uZhong Baoshen ujonge kwi-100 yezigidi zeeyuan - 150 yezigidi zeeyuan ukwandisa izabelo zenkampani, ukusukela nge-30 ka-Okthobha ka-2023, uZhong Baoshen ubambe izabelo ezingama-98,358,300. inkampani, echaza inani lilonke lezabelo zenkampani 1.3%.I-Longi Green Energy yaphinda yathi ukunyuka kwesabelo sikaZhong Baoshen kusekelwe kwintembeko kuphuhliso oluzinzileyo noluzinzileyo lwenkampani kwixesha elizayo kunye nokuqatshelwa kwexabiso lexesha elide lotyalo-mali, ngenjongo yokukhusela umdla wabanini-zabelo kunye nokwandisa ukuzithemba kwabatyali-zimali.
Tag: #Longi #i-photovoltaic#Longiprice #Longi phawula phantsi #Longi overcapacity
Ixesha lokuposa: Nov-14-2023