gabatar:
Da yammacin ranar 30 ga Oktoba,photovoltaic Babban kamfanin samar da makamashi na LONGi (601012.SH) ya fitar da sakamakon kudi na 2023 uku a cikin kwata, kamfanin ya samu kudin shiga na yuan biliyan 94.100 a cikin rubu'i uku na farko, karuwar kashi 8.55% a duk shekara;kashi uku na farko na samun ribar yuan biliyan 11.694, karuwar kashi 6.54% a duk shekara;A cikin rubu'i na uku na samun kudin shiga na aiki na yuan biliyan 29.448, ya ragu da kashi 18.92%;A rubu'i na uku don samun ribar yuan biliyan 2.515, wanda ya ragu da kashi 44.05 cikin dari a duk shekara.18.92%;Rubu'in na uku ya samu ribar yuan biliyan 2.515, raguwar raguwar kashi 44.05 cikin dari a duk shekara.
Duk fadada sarkar masana'antu, raguwar farashin, yana haifar da raunin aiki
Kamar yadda aphotovoltaic farantin kasuwa capitalization na mafi girma Enterprises, amma kuma a cikin silicon wafer, baturi, module uku links samar iya aiki, kaya suna ranked a cikin saman na hadewa da manyan, LONGi Green Energy ta aiki sakamakon da aka ko da yaushe a matsayin daya daga cikin masana'antu. iska, sarkar masana'antu a sama da kasa na aikin farashin hannun jari na kamfanoni da yawa shima yana da tasiri sosai.
A cewar rahoton, duk da cewa ci gaban da aka samu a kowace shekara a iya samar da kayayyaki da tallace-tallace ya goyi bayan ingantacciyar bunkasuwar kudaden shiga na LONGi Green Energy da ribar da aka samu a cikin kashi uku na farko, aikin shekara-shekara da na shekara-shekara. kashi na uku ya yi rauni sosai fiye da tsammanin kasuwa.Rahoton ya taƙaita manyan dalilan da suka haifar da raguwar ribar da aka samu kamar haka: raguwar kuɗin zuba jari da ribar musaya, ƙaruwar asarar kayayyaki, haɓaka bincike da kashe kuɗi na ci gaba, da tasirin saurin aiwatar da biyan kuɗi.Wannan martani ne na haƙiƙa game da halin da ake ciki yanzu na sarkar sarkar masana'antar PV da faduwar farashin.
A cikin hanyar haɗin yanar gizon da ke sama, LONGi Green Energy yana samun kuɗin shiga kai tsaye daga hannun jarin shiga Yunnan Tongwei, saboda ci gaba da raguwar farashin siliki a wannan shekara, ɓangaren kuɗin shigar da hannun jari ya yi ƙasa.A cewar rahoton, kudaden shiga na hannun jarin da kamfanin ke samu daga abokan hulda da hadin gwiwa ya fadi da kashi 32.2% a duk shekara.
Kamar yadda silicon wafer iya aiki "babban", silicon abu yanke farashin ne m zuwa silicon bude riba sarari, amma silicon wafer mahada saboda masana'antu overcapacity lalacewa ta hanyar kalaman na farashin ragi amma ya zo kadan fiye da silicon abu "ƙananan".
Rahoton kudi na LONGi Green Energy, tare da saurin haɓaka sabon ƙarfin samarwa a duk sassan sarkar masana'antu da ci gaba da raguwar farashin sarkar masana'antu, gasar masana'antar PV ta ƙara ƙaruwa.Dangane da sabbin bayanan Info Link, kwanan nan nau'in P-type M10, N-type 182mm monocrystalline silicon wafer matsakaicin farashin ma'amala na yuan 2.54, yuan / yanki, 2.59 yuan / yanki, idan aka kwatanta da farkon shekara ya ragu sama da 25%.Wasu masana'antun masana'antu sun ce gabaɗayan aikin siliki wafer shuka na iya zama ƙasa da 80%, don ƙididdigewa kuma ya zama babban layin dabaru, masana'antun da yawa suna sha'awar jigilar kaya a farashi mai rahusa, farashin silicon wafer na yanzu yana da. ya tabo batun karyewar wasu kamfanoni.Ko da yake na yanzu ra'ayi na LONGi kore makamashi silicon wafer rate shafi karami, amma ci gaba low farashin a fili ya matse ta riba.Don yanayin kwata na huɗu, Jibang Consulting hukuncin cewa farashin wafer a duk faɗin hukumar, raguwar buƙatun sayan ƙasa, ɓangaren farashi na rashin tallafi, farashin wafer ko zai yi wahala a dakatar da yanayin ƙasa.
Wani muhimmin matsayi na LONGi koren makamashi na makamashi kuma yana fuskantar tasiri sau biyu na ƙarfin aiki da faɗuwar farashin.Dangane da rahoton kudi, a cikin kashi uku na farko na shekarar 2023, LONGi Green Energy ya gano jigilar kayayyaki na monocrystalline na 43.53GW, wanda 16.89GW na abubuwan da aka aika a cikin kwata na uku, kodayake haɓakar shekara-shekara, amma ƙasa da yadda ake tsammani idan aka kwatanta da su. ga karfin samar da shi, matsalar tabarbarewar kayayyaki ta bulla.Kuma kasuwar hada-hadar kudi ta yanzu, yakin farashin ba wai kawai ya matsa jigilar kayan makamashin LONGi kore ba, har ma ya haifar da raguwar kayan sa.A baya can, rukuni na uku na ƙungiyar Huadian Group's 2023 PV tarin tarin tayin yana da ƙarancin tayin tarihi na $0.993/W.Dangane da bayanan InfoLink, farashin aiwatar da kayan aikin shima yayi ƙasa da $1.05/W.Dangane da halin da ake ciki, shugaban sashen kula da makamashi na LONGi na kasar Sin Liu Yuxi, ya bayyana a bainar jama'a kwanan nan cewa, faduwar farashin kayayyakin kayayyakin aikin gona na bana ya zarce yadda aka yi tsammani na farko da kamfanin ke yi, kuma kusan ana iya kiransa da "fadowar firgita", ya ce. farashin bangaren ya faɗi ƙasa da yuan 1 yana nufin cewa ainihin farashi.Har ila yau, Liu Yuxi ya yi nuni da cewa, farashin farashin da ake samu a halin yanzu yana cikin ikon yin lakabi na karya, silicon, fim, firam ɗin firam da sauran abubuwan da ba a so, masana'antar gaba ɗaya tana da mummunan tasiri.
Ci gaba da yin fare akan hanyar fasahar batirin BC, ana iya ganin riba
Baya ga guguwar fadada samarwa, yakin farashin, rabin na biyu na wannan shekara, babban taron masana'antar PV shine sanarwar hukuma ta LONGi na yin fare akan hanyar fasahar batirin BC, kafin aikace-aikacen kafofin watsa labarai na titanium kuma ya bi diddigin yanayin da ya dace. (Duk a cikin batirin BC.)!Tutar LONGi tana tashi sama, ina PV melee zata tafi?photovoltaicYaƙin hanyar baturi yana ci gaba da gudana).
A cikin rahoton kwata na uku, LONGi Green Energy ya sake bayyana ƙudurinsa na haɓaka fasahar BC da ƙarfi, yana mai ba da rahoton cewa kamfanin ya mai da hankali kan haɓaka haɓakawa da haɓaka masana'antu na fasahar BC mai inganci a lokacin rahoton, kuma ya ci gaba da haɓaka yawan amfanin ƙasa da juyawa. ingancin samfuran HPBC a cikin samarwa da yawa.Tare da zurfin bincike da haɓaka fasahar fasahar BC mai inganci da haɓaka haɓaka ƙarfin samarwa, ana sa ran za a saka ƙarfin samar da mafi girman aikin HPBC pro sel a ƙarshen 2024.
Koyaya, a halin yanzu, a cikin takaddamar hanyar fasahar baturi na ƙarni na uku na nau'in N, aikin sansanin TOPCon ya fi kyau.
Dangane da sakamakon kudi da kamfanin ya fitar kwanan nan, TOPCon sansanin "mai dauke da tuta" Jinko Solar (688223.SH) a cikin kashi uku na farko na kudin shiga na aiki na yuan biliyan 85.097, karuwar da kashi 61.25% a duk shekara;don samun ribar da ta kai yuan biliyan 6.354, wanda ya karu da kashi 279.14 bisa dari a duk shekara.Daga cikin su, kashi na uku na kwata na uku ya samu ribar yuan biliyan 2.511, wanda ya karu da kashi 225.79 cikin dari a duk shekara.Kazalika, kamfanin ya ce karuwar kason kayayyakin da ake jigilar kayayyaki na N, na daya daga cikin dalilan da suka sa aka samu karuwar ribar.Wani katafaren kamfanin Trina Solar (688599.SH) shi ma ya ninka ribar da ya samu a kashi uku na farko, ciki har da ribar da ya kai yuan biliyan 1.537 a rubu'i na uku, karuwar da ya karu da kashi 35.67 cikin dari a duk shekara.Baya ga abin da ke sama a cikin baturi, abubuwan da aka gyara suna da zurfin tsarin kasuwancin, mai da hankali kan hannun jarin batirin TOPCon Junda (002865.SZ) kuma ya sami ribar ɗimbin ci gaban da ake tsammani, kashi uku na farko na ribar da kamfanin ya samu a shekara. -shekara girma na 299.21%, wanda kashi na uku ya tashi 396.34%.
A halin yanzu, saurin haɓaka baturi na photovoltaic yana haɓakawa, ƙarni na uku na kasuwar batirin nau'in N-nau'i na ci gaba da haɓakawa, "canjin daular" a lokacin, LONGi Green Energy ya kashe babban adadin R & D farashin fare akan riba. na hanyar fasaha ta BC, ko don ɗaukar jagoranci a cikin sikelin samfuran TOPCon, "lankwashe hanya don wucewa! "Ya rage a gani.
Baya ga bayanan da ke sama, rahoton hada-hadar kudi ya kuma bayyana cewa yawan kudaden da kamfanin ke samu daga ayyukan aiki a cikin kwata na uku ya ragu da kashi 54.23%, musamman saboda girman fadada kudaden gudanar da aiki, raguwar kudaden da ake samu a gaba.Ban da wannan kuma, bisa kididdigar da aka yi a yankin gabas ta tsakiya, an ce, hasarar tabarbarewar kadarorin kamfanin na yuan biliyan 1.099 a cikin rubu'i na uku, ya karu da yuan miliyan 852 idan aka kwatanta da makamancin lokacin bara.
A ranar 30 ga watan Oktoba kafin bayyana rahoton kwata na uku, farashin hannun jarin LONGi green makamashi ya rufe a yuan 25.16, ya karu da kashi 0.72% bisa na ranar ciniki da ta gabata, idan aka kwatanta da farkon shekarar 49.08 yuan / share na babban ma'ana ya fadi da kashi 48.8. %;Jimillar babban kasuwa a halin yanzu ya kai yuan biliyan 190.7, kodayake har yanzu gaphotovoltaicfarantin cikakken "kujera", amma idan aka kwatanta da darajar kasuwa fiye da yuan biliyan 500 a shekarar 2021, yawan jarin kasuwancin kamfanin ya kai fiye da yuan biliyan 500.2021 fiye da ƙimar kasuwa biliyan 500 ya ragu sama da 60%.
A cikin sanarwar da aka fitar na kwata-kwata uku a lokaci guda, Longi Green Energy ya kuma bayyana cewa, shugaban kamfanin Zhong Baoshen ya yi niyyar samar da yuan miliyan 100 - yuan miliyan 150 don kara yawan hannayen jarin kamfanin, daga ranar 30 ga Oktoba, 2023, Zhong Baoshen ya mallaki hannun jari 98,358,300 na kamfanin. Kamfanin, yana lissafin adadin adadin hannun jari na kamfanin 1.3%.Longi Green Energy ya kuma bayyana cewa, karuwar hannun jarin Zhong Baoshen ya dogara ne kan amincewa da dorewar ci gaban kamfanin a nan gaba, da kuma amincewa da kimar zuba jari na dogon lokaci, da nufin kiyaye moriyar masu hannun jari, da kara karfin gwiwar masu zuba jari.
Tag: #Longi #photovoltaic#Longiprice #Longi ya ragu #Longi karfin karfin gwiwa
Lokacin aikawa: Nuwamba 14-2023