iyo photovoltaic indasitiri kutenderera iri kubuda, uye N-mhando mabhatiri ari kubereka tekinoroji iterations.

Ministry of Foreign Affairs: China's photovoltaic patents inzvimbo yekutanga munyika: Wang Wenbin akataura kuti kuchengetedzwa kwepfuma yehungwaru tsigiro yakakosha yekusimudzira budiriro.Nerutsigiro rwetekinoroji ine patent, China yakaramba ichivandudza kunaka uye kugona kwekodzero dzezvivakwa zvehungwaru uye nekumhanyisa kuburitswa kwesimba rekuvandudza.Parizvino, China ine 126,400 yepasi rose patent application yemasero ezuva, inotungamira pasi rose.Makambani gumi epamusoro ekutengesa mota dzemagetsi kuChina ane patents inodarika zviuru zana zvepasi rose, achitungamira indasitiri yegirinhi uye yakaderera-kabhoni uye kubatsira kusimudzira hupfumi hwenyika.

pfungwa huru

Southeast Asia ine hombe yekugadzira photovoltaic, ine module yekugadzira inosvika 150GW muna 2023: Munguva pfupi yapfuura, iyo "ASEAN Briefing" yakashuma kuti panosvika 2030, Southeast Asia ine mukana wekugadzira 125-150GW yephotovoltaic module kugona.Dunhu iri rinototonga 2-3% yepasi rose polysilicon uye wafer kugadzira kugona, uye 9-10% yepasirese module uye maseru ekugadzira masero.Kugadzirwa kwakawanda kunowanikwa muLaos, Malaysia, Vietnam, Cambodia neThailand.

Shandong's new policy yakanakira offshore photovoltaics: Musi wa2 Ndira, 2024, iyo Shandong Provincial People's Government yakapa 2024 policy list (yekutanga batch) ye "kusimudzira kubatanidzwa kwehupfumi nekuvandudza, kukurumidza girinhi, yakaderera-kabhoni uye yemhando yepamusoro budiriro".Iyo policy inofunga kukwidziridza offshore photovoltaic kuchengetedza.Offshore photovoltaic mapurojekiti anopedzwa uye akabatanidzwa kune grid kusati kwapera 2025 anosunungurwa kubva pakugadzirisa masimba ekuchengetedza magetsi;izvo zvinopedzwa uye zvakabatana negridi mushure me2025, mumusimboti, zvine masimba ekuchengetera magetsi pachiyero cheasingasviki 20% uye 2 maawa, uye anogona kushandisa kugovera Kuvaka simba rekuchengetedza, nyowani kana yekurenda yakazvimirira yekuchengetedza simba, hydrogen. kugadzirwa, etc. Pakati pavo, ichangobva kuvakwa yakazvimirira simba rekuchengetedza iyo inosangana nemamiriro ezvinhu inogona kuiswa pamberi pepurovhinzi itsva yekuchengetedza simba repurojekiti raibhurari.Panguva imwecheteyo, mapurojekiti emagetsi emhepo ekumahombekombe anopedzwa uye akabatana negridi gore ra2023 risati rapera anoregererwa kuvaka kana kurojesa nzvimbo dzekuchengetera magetsi.

Module mitengo: Maererano neInfoLink data, mutengo wepakati we182mm single-sided PERC modules vhiki ino yaiva 0.93 yuan / W, pasi 2.1% kubva vhiki yapfuura;avhareji mutengo we182mm kaviri-sided PERC modules yaive 0.95 yuan/W, yakaderera 2.1% kubva svondo rapfuura.TOPCon module mutengo ndeye 1.00 yuan/W, pasi 2% kubva svondo rapfuura.Iyo module yekurongeka inotora chiyero muna Ndira yaive nehusimbe kana ichienzaniswa neyekare, uye ese ekutanga neyechipiri tiers emamodule ane tsika yekudzikisa kugadzirwa.Kugadzirwa kwekugadzira mudzimba kwakarongwa kunge 40-41GW, iyo inenge 14% yakaderera pane yaDecember yakabuda inosvika 47-48GW.Odha yeKukadzi haisati yanyatsojeka, asi kune mazuva mashoma muna Kukadzi uye mafekitori mazhinji haana zororo reChirimo Mutambo.Zvinotarisirwa kuti zvirongwa zvekugadzira zvicharamba zvichidzika.

Investment Strategy

Parizvino, kusangana kweindastiri kuri kuwedzera zvishoma nezvishoma, maitiro emakwikwi atanga kugadziridzwa, mutengo weiyo indasitiri chain iri padyo nepasi, uye kukosha kwekudyara kwemabhizinesi anotungamira kwabuda.Zvinokurudzirwa kubhadhara mikana yekudyara yemakambani anotungamira mushure mekunge indasitiri yacheneswa uye kufanotaura kwekuita kwekota yekutanga yegore rinouya kunoziviswa uye nhau dzisina kunaka dzinoonekwa.

Mastock akabatanidzwa pamusoro anongoshandiswa semakesi ekudzidzisa uye haaumbe zano rekudyara.Izvo chete ndezvekutarisa uye kudzidza.

Reference source: Shanxi Securities Solar Energy Indasitiri Weekly Report muna Ndira 8, 2024: China photovoltaic patents iri pekutanga pasirese, uye mitengo iri kumusoro nepakati inosvika yeindasitiri cheni yakati sandara.

Chirevo chakakosha: Zviri muchinyorwa ichi ndezvekutarisa chete uye hazviunze zano rekudyara.Vanoisa mari vanoshanda zvinoenderana nenjodzi yavo.