Kuhlaziyo olutsha lweveki ye pv imagazini, I-OPIS, inkampani ye-Dow Jones, inikezela ngokukhawuleza kwiimpawu eziphambili zexabiso kwishishini le-PV yehlabathi jikelele.
I-Chinese Module Marker (CMM), uvavanyo lwe-OPIS lwebhentshi kwiimodyuli ze-TOPCon ezivela e-China zavavanywa kwi-$ 0.100 / W, phantsi kwe-$ 0.005 / W ngeveki ukuya kwiveki. Amaxabiso emodyuli ye-Mono PERC ahlolwe kwi-$ 0.090 / W, phantsi kwe-$ 0.005 / W ukusuka kwiveki edlulileyo. Ingxelo entsha yehla kuwo omabini amaxabiso ngokwedatha ye-OPIS iza njengoko umsebenzi wentengiso uhlala uthotyiwe kwimfuno ephantsi.
Abenzi beemodyuli baye banciphisa amaxabiso kwi-bid yokukhusela ii-odolo ezintsha kunye nokugcina ukuhamba kwemali kunye nezibonakaliso ezithengiswayo kwiimodyuli ze-TOPCon ezivile kwi-$ 0.10 / W I-Free-on-Board (FOB) yaseChina.
Iimodyuli zeSolar ezithunyelwa eYurophu ziyaqhubeka nokulwa namazinga aphezulu omthwalo kwimiba yoLwandle oluBomvu. I-OPIS yeva amaxabiso othutho amalunga ne-$0.0164-0.0175/W (malunga ne-$6,000s-$7,000/FEU ephezulu) yokuthunyelwa kwempahla esuka eShanghai isiya eRotterdam. Ngelixa oku kuchaphazele ukuthunyelwa kwempahla, inika ithuba kubathengisi beemodyuli ukuba banciphise uluhlu lwabo lwempahla eYurophu.
Umkhangeli wezentengiso uthe amaxabiso ngexesha le-Intersolar awazange ashukume kwaye ahlala malunga ne-0.10 yedola / W FOB China (+/- 0.3cts) kwaye nangona ixesha lofakelo oluphezulu luqala nje, imfuno yofakelo lweYurophu kulo nyaka ayizange ibonakale inamandla kakhulu, ubuncinci kwindawo yokusetyenziswa kwesikali.
I-Latin America iyaqhubeka nokubonakala ibuthathaka ngokhuphiswano lwamaxabiso kule marike echazwa “njengokuqina” ngumthengisi wemodyuli. Amaxabiso kwimarike yaseBrazil aphantsi jikelele kunezinye iimarike njengoko abathengi bengaxabisekanga. Amaxabiso e-TOPCon ukuya eBrazil aye awela kuluhlu lwe-$ 0.08-0.09 / W FOB China kunye namaxabiso kwinqanaba eliphantsi elinikezelwa ngabathengisi bemodyuli ye-Tier2-3, umthengisi wemodyuli wongezelela.
Umthengi uqaphele ukuba i-US yangoku i-Delivered Duty Paid (i-DDP) i-TOPCon ixabiso likhuphukele kwi-low-to-mid $0.30 / W uluhlu. Eli xabiso libandakanya imirhumo engama-201 ye-bifacial kodwa ayibandakanyi imisebenzi emitsha yokulahlwa kwenkunkuma/yokuphikisa. Ngokukhululwa okumiselwe ukuba kuphele phakathi evekini, omnye umthombo wentengiso uxelele i-OPIS ukuba "naziphi na iintlawulo ezitsha ziza kuxhomekeka kwi-14.25% yeerhafu zeCandelo lama-201 kwaye ziyakutyhala amaxabiso phakathi kweedola ezi-0.30/W ngo-2024".
Imfuno yasekhaya yaseTshayina yahlala ibuthathaka phakathi koxinzelelo olunyukayo lwempahla. Ukwehliswa kwamaxabiso okongeziweyo kwiiveki ezizayo bekulindeleke njengoko abathengisi bemodyuli becacisa uluhlu lwempahla ukuvelisa ukuhamba kwemali. Uninzi lwabathathi-nxaxheba beemarike i-OPIS ihlolwe kulindeleke ukuba ixabiso le-TOPCon lihle phantsi kwe-CNY0.8 / W okanye i-$ 0.099 / W kwi-FOB yaseChina elinganayo, eyixabiso langoku lokuvelisa abavelisi abadibeneyo.
Nangona imfuno yendawo bekulindeleke ukuba iphucule kancinane kwikota yesithathu phakathi kwexesha lofakelo lwencopho, bekucingelwa ukuba ayinakwanela ukuxhasa naziphi na iinzuzo zexabiso, abathathi-nxaxheba beemarike bathi.
Iireyithi zokusebenza zabathengisi beemodyuli ezidibeneyo zahlala phakathi kwe-60-80%, ngokutsho kweSilicon Industry of China Nonferrous Metals Industry Association. Uqikelelo lwemodyuli kaJuni umthamo wemveliso wema kwi-50 GW, ezantsi ukusuka kwi-52 GW ebilindelwe ngaphambili kwaye yehla nge-5 GW ukusuka ngoMeyi, utshilo umbutho.
I-China yathumela ngaphandle i-83.3 GW yeemodyuli kwixesha likaJanuwari-Aprili liphawula ukunyuka konyaka-ngonyaka we-20%, ngokwedatha yakutshanje evela kwiSebe lezoShishino kunye neTekhnoloji yoLwazi lwaseTshayina. Ixabiso lilonke lokuthunyelwa kweemodyuli kwixesha likaJanuwari-April lifikelele kwi-12.7 yeebhiliyoni zeedola.
Ukujonga phambili kwimarike ye-FOB yaseChina, iimeko ezibanzi ze-bearish zithintela nakuphi na ukunyuka kwamaxabiso emodyuli kwixesha elifutshane nangona ukwehla okuqhubekayo kwemveliso ngoJulayi kunokunika ukuphumla ukubonelela ngoxinzelelo.
I-OPIS, inkampani ye-Dow Jones, inikezela ngamaxabiso amandla, iindaba, idatha, kunye nohlalutyo lwepetroli, i-diesel, i-jet fuel, i-LPG / NGL, amalahle, isinyithi, kunye neekhemikhali, kunye namafutha avuselelekayo kunye nezinto ezisingqongileyo. Ifumene i-asethi yedatha yexabiso kwi-Singapore Solar Exchange ngo-2022 kwaye ngoku ipapasha i-OPIS APAC iNgxelo yeVeki yeSolar.
Iimbono kunye nezimvo ezichazwe kweli nqaku zezababhali ngokwakhe, kwaye azibonakalisi ezo zigcinwe ngu pv imagazini.
Lo mxholo ukhuselwe yi-copyright kwaye awunakuphinda usetyenziswe. Ukuba ufuna ukusebenzisana nathi kwaye ungathanda ukuphinda usebenzise omnye umxholo wethu, nceda uqhagamshelane: editors@pv-magazine.com.
Umthombo ovela pv imagazini
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