Manyan Matsayin Jigilar Module 20 na PV don Rubu'in Farko na Farko na 2023 An Saki!

Manyan Matsayin Jigilar Module 20 PV na Rubutu Uku na Farko na 2023 An Saki

Shiga cikin kwata na uku, farashin da ke cikin sarkar masana'antar PV ya sake komawa na ɗan lokaci amma ya koma koma baya saboda ƙima da haɓakar buƙatu. Dangane da batun siyar da kayayyaki, manyan samfuran (Mafi 4) da samfuran da suka fito (Mafi 5-9) sun ci gaba da mamaye, ana samun nasara akai-akai. Kamfanoni irin su JinkoSolar, Yingli, Risen, GCL, da GS-Solar suma sun sami babban sakamako. Dangane da farashi, mafi ƙarancin farashi na nau'in p-type da n-type sune 0.9933 RMB/W da 1.08 RMB/W, bi da bi. Wasu kamfanoni ma sun nakalto farashin iri ɗaya na nau'in n-type da p-type a cikin tayin, wanda ya kawo farin ciki ga ƙwararrun masana'antar PV da yawa.

Bisa kididdigar da ma'aikatar masana'antu da fasahar watsa labaru ta fitar, daga watan Janairu zuwa Agusta na bana, yawan sinadarin silicon polycrystalline na kasar Sin ya zarce tan 839,500, samar da wafer silicon ya zarce 352.3 GW, samar da tantanin halitta ya zarce 309.2 GW, da samar da kayayyaki ya zarce 280.7 GW, dukkansu sun nuna. girma mai mahimmanci a kowace shekara. Dangane da na'urori, bayanai daga hukumar kula da makamashi ta kasar Sin sun nuna cewa, sabbin na'urorin samar da wutar lantarki na kasar Sin sun kai 128.94 GW daga watan Janairu zuwa Satumba. Ko da yake sabbin na'urori na wata-wata a watan Agusta da Satumba sun nuna raguwa kaɗan, sun kafa ƙwaƙƙwaran harsashi ga ci gaban kasuwar gabaɗaya a duk shekara. Ana sa ran sabbin na'urori masu amfani da hasken rana na kasar Sin za su kai 150-160 GW (AC) a bana, kuma ana sa ran sabbin na'urorin samar da wutar lantarki a duniya za su kai GW 450 GW (DC), lamarin da zai kawo wani sabon tarihi.

Bayan makonni biyu na sadarwa, bincike, da tabbatarwa ta Solarbe.com da Solarbe Consulting, darajar jigilar kayayyaki na PV na kamfanonin PV na kasar Sin da muka samu sune kamar haka:

█ Matsakaicin manyan kamfanoni da masu tasowa sun kasance da kwanciyar hankali, tare da ƴan canje-canje a matsayi.

Tare da fa'idarsa a cikin shimfidar sarkar masana'antar nau'in n-nau'in masana'antu da kuma alamar alama a kasuwannin ketare, JA Solar ta mamaye gasar tare da jigilar kayayyaki sama da 52 GW a cikin kashi uku na farko, wanda ya zarce masu fafatawa. Longi, Tongwei, da JA Solar's module na jigilar kayayyaki a cikin rubu'i uku na farkon suma sun kusa kusan matakin cika shekara na shekarar da ta gabata, kuma ana sa ran za su cimma burinsu na shekara ba tare da matsin lamba ba.

Daga cikin samfuran da suka fito, Tongwei babu shakka shine mafi ƙaƙƙarfan ƙalubalen, tare da jigilar kayayyaki guda huɗu na kusan 11 GW da jimillar jigilar kayayyaki na 21-22 GW a cikin rubu'i uku na farko, yana tabbatar da matsayi na 6. Har ila yau, Zhejiang Jinko Solar ya nuna }arfin }arfin }arfin }arfin }arfin }asa,, da yin taka-tsan-tsan wajen yin ciniki da samar da kayayyaki, da yin amfani da duk wata damammaki, da kuma samun jigilar kayayyaki da ya kai kimanin 20 GW a kashi uku na farko.
█ Oda yana ƙara ta'azzara tsakanin manyan kayayyaki da masu tasowa, kuma an daidaita maƙasudin jigilar kaya daidai da haka.

Riba a cikin masana'antar ya fi gudana zuwa cikin wafer silicon da sassan tantanin halitta a cikin kwata na uku. Kamfanonin da suka riga sun kafa cikakkiyar sarkar masana'antu yawanci suna jin daɗin wasu fa'idodin farashi. Bugu da ƙari, mun lura cewa wasu manyan kamfanoni da masu tasowa suna ba da ƙwaƙƙwaran ƙima a kan ƙananan farashi kuma suna samarwa da sauri bayan sun ci nasara, ta haka suna samun babban kaso na kasuwa.

Misali, a cikin kashi uku na farko, jimilar jigilar kayayyaki na manyan masana'antun hudu sun kai kusan 180 GW, wanda ya kai sama da kashi 50% na kasuwa. Manyan kamfanoni tara sun sami jigilar jigilar kayayyaki sama da 275 GW, wanda ya zarce 80% na buƙatun kasuwannin duniya, yana barin ƙarancin sarari ga sauran kamfanoni.

Idan aka kwatanta da rahoton da ya gabata, ana iya lura da cewa wasu manyan kamfanoni da masu tasowa sun ɗaga manufar jigilar kayayyaki na shekara-shekara, yayin da wasu kamfanoni na biyu da na uku suka daidaita maƙasudinsu a tsaka-tsaki bisa ƙididdige ƙimar kammalawar. Ana sa ran cewa madaidaicin matsayi na Top 10 na iya kaiwa 10 GW, kuma madaidaicin ga manyan 20 na iya wuce 4 GW.

█ Fasaha nau'in N ta kasance babban alkibla a cikin masana'antar.

Game da hanyoyin fasaha na gaba, yawancin kamfanoni sun zaɓi fasahar n-type, tare da TOPCon a sarari ya zarce HJT. Dangane da bayanan da kamfanonin kera kayayyaki suka bayar, adadin jigilar kayayyaki na nau'in n-nau'in a cikin kashi uku na farko ya kasance mai girma ko kusan 40% na kamfanoni kamar JA Solar, Zhejiang Jinko Solar, Aikosolar, Shangde, da CSUN. Koyaya, akwai kuma ƴan kamfanoni da ke da nau'in nau'in nau'in nau'in nau'in nau'in nau'in nau'in nau'in nau'in nau'in nau'in nau'in nau'in nau'in nau'in n-n a kusa da 10%.

Ya kamata a lura cewa kusan dukkanin sabbin hanyoyin da aka gina na masana'antu suna yin niyya ne don samar da ingantattun ƙwayoyin n-type, kuma wasu kamfanoni sun riga sun tsara manufofin ci gaban fasahar n-type a shekarar 2024. Zhejiang Jinko Solar ya bayyana cewa kashi 90% na jigilar kayayyaki da suke yi. shekara mai zuwa zai zama n-type modules. Aikosolar, GCL, da Sunshine Energy suma sun haɓaka maƙasudinsu na adadin jigilar kayayyaki na nau'in n-nau'in zuwa 75%, 70%, da 60%, bi da bi. Har yanzu JA Solar ba ta samar da takamaiman manufa don jigilar kayayyaki na nau'in n-type ba a cikin 2024, amma adadin nau'in nau'in samfurin su a wannan shekara bai gaza 60% ba, wanda ke nuna zai fi girma a shekara mai zuwa.