ʻO ka papa kiʻekiʻe o 20 PV Module Shipment Rankings no nā ʻekolu hapaha mua o 2023 i hoʻokuʻu ʻia!

ʻO ka papa kiʻekiʻe o 20 PV Module Shipment Rankings no nā ʻekolu hapaha mua o 2023 i hoʻokuʻu ʻia.

I ke komo ʻana i ke kolu o ka hapaha, ua hoʻihoʻi hou nā kumukūʻai ma ke kaulahao ʻoihana PV no ka manawa pōkole akā ua hoʻi i kahi hiʻohiʻona i lalo ma muli o ka waihona a me ka hoʻolako-koi dinamika. Ma ke ʻano o ka bidding module, hoʻomau ka poʻe alakaʻi (Top 4) a me nā hōʻailona e puka mai ana (Top 5-9), lanakila pinepine i nā pila. ʻO nā hui e like me JinkoSolar, Yingli, Risen, GCL, a me GS-Solar i loaʻa i nā hopena koʻikoʻi. Ma ke ʻano o nā kumukūʻai, ʻo nā kumukūʻai haʻahaʻa haʻahaʻa loa no nā modula p-type a me n-type ʻo 0.9933 RMB/W a me 1.08 RMB/W, kēlā me kēia. Ua ʻōlelo pū kekahi mau ʻoihana i ke kumukūʻai like no nā modula n-type a me p-type i ke kūʻai ʻana, i lawe mai i ka hauʻoli i nā ʻoihana ʻoihana PV he nui.

Wahi a ka ʻikepili i hoʻokuʻu ʻia e ka Ministry of Industry and Information Technology, mai Ianuali a ʻAukake i kēia makahiki, ua ʻoi aku ka nui o ka hana silika polycrystalline o Kina ma mua o 839,500 tons, ua ʻoi aku ka nui o ka hana wafer silicon ma mua o 352.3 GW, ua ʻoi aku ka nui o ka hana kelepona ma mua o 309.2 GW, a ua ʻoi aku ka hana ʻana o nā module ma mua o 280.7 GW. ulu nui i ka makahiki. Ma ke ʻano o ka hoʻonohonoho ʻana, hōʻike ka ʻikepili mai ka National Energy Administration e hōʻea ana nā hoʻonohonoho mana solar hou o Kina i 128.94 GW mai Ianuali a Kepakemapa. ʻOiai ua hōʻike iki nā hoʻonohonoho hou o ʻAukake a me Kepakemapa, ua kau lākou i kumu paʻa no ka ulu ʻana o ka mākeke holoʻokoʻa i ka makahiki. Ua manaʻo ʻia ʻo Kina e hiki i ka 150-160 GW (AC) i kēia makahiki, a ke manaʻo ʻia nei ka hoʻokomo ʻana o ka mana solar hou i ka 450 GW (DC), e hoʻonohonoho ana i kahi moʻolelo hou.

Ma hope o ʻelua pule o ke kamaʻilio ʻana, ka noiʻi, a me ka hōʻoia ʻana e Solarbe.com a me Solarbe Consulting, ʻo ka pae hoʻouna ʻana o ka module PV o nā hui PV Kina i loaʻa iā mākou penei:

█ Paʻa paʻa ka pae o nā ʻoihana alakaʻi a me nā mea e puka mai nei, me nā loli liʻiliʻi wale nō i nā kūlana.

Me kona pono i ka hoʻolālā kaulahao ʻoihana n-type a me ka ʻike ʻana i ka brand ma nā mākeke o waho, ua lanakila ʻo JA Solar i ka hoʻokūkū me nā hoʻouna module ma mua o 52 GW i nā hapaha mua ʻekolu, ma mua o kona mau mea hoʻokūkū. ʻO ka hoʻouna ʻana o ka module Longi, Tongwei, a me JA Solar i nā hapaha mua ʻekolu i kokoke i ka pae piha makahiki o ka makahiki i hala, a ke manaʻo ʻia nei lākou e hoʻokō i kā lākou mau pahuhopu makahiki me ka ʻole o ka hoʻoikaika nui.

Ma waena o nā hōʻailona e puka mai nei, ʻo Tongwei ka mea hoʻokūkū ikaika loa, me ka hoʻouna ʻana i ka modula hoʻokahi hapaha o kahi kokoke i 11 GW a me ka hoʻouna ʻana o 21-22 GW i nā hapaha mua ʻekolu, e hoʻopaʻa ana i ke kūlana 6th. Ua hōʻike pū ʻo Zhejiang Jinko Solar i ka hoʻokūkū ikaika, e komo pū ana i nā hana bidding a me ka hoʻolako ʻana i nā hana, hopu i kēlā me kēia manawa kūpono, a loaʻa i kahi hoʻouna module ma kahi o 20 GW i nā hapaha mua ʻekolu.
█ Hoʻonui nui ʻia nā kauoha ma waena o nā alakaʻi alakaʻi a me nā mea e kū mai ana, a ua hoʻoponopono ʻia nā pahuhopu hoʻouna e like me ia.

Ua kahe nui ka waiwai ma ka ʻoihana i loko o ka wafer silika a me nā ʻāpana cell i ke kolu o ka hapaha. ʻO nā ʻoihana i hoʻokumu mua i kahi kaulahao ʻoihana holoʻokoʻa e ʻoliʻoli i kekahi mau uku kumukūʻai. Eia hou, ua ʻike mākou i kekahi mau mea alakaʻi a e puka mai nei e kūʻai ikaika nei i nā kumukūʻai haʻahaʻa a hāʻawi koke aku ma hope o ka lanakila ʻana i nā bila, a laila e loaʻa ai ka mahele mākeke nui aʻe.

No ka laʻana, i nā hapaha mua ʻekolu, ʻo ka nui o nā hoʻouna module o nā mea hana ʻehā kiʻekiʻe i hiki i kahi 180 GW, ʻoi aku ma mua o 50% o ka mākeke. Ua loaʻa i nā māka ʻeiwa kiʻekiʻe kahi hoʻouna module hui ʻia ma luna o 275 GW, ʻoi aku ma mua o 80% o ka noi mākeke honua, e waiho ana i nā wahi liʻiliʻi no nā hui ʻē aʻe.

Ke hoʻohālikelike ʻia i ka hōʻike mua, hiki ke ʻike ʻia ua hoʻokiʻekiʻe kekahi poʻe alakaʻi a me nā mea e puka mai nei i kā lākou mau pahuhopu hoʻouna makahiki, ʻoiai ua hoʻoponopono pono kekahi mau ʻāpana lua a me ke kolu i kā lākou mau pahuhopu ma muli o ka loiloi o ka hoʻopau ʻana. Manaʻo ʻia e hiki i ka paepae no nā papa kiʻekiʻe 10 ke piʻi i ka 10 GW, a ʻo ka paepae no ka papa kiʻekiʻe 20 hiki ke ʻoi aku ma mua o 4 GW.

█ ʻO ka ʻenehana N-type ke ʻano nui o ka ʻoihana.

E pili ana i nā ala ʻenehana e hiki mai ana, ua koho ka hapa nui o nā hui i ka ʻenehana n-type, me ka TOPCon i ʻoi aku ma mua o HJT. Ma muli o ka ʻikepili i hāʻawi ʻia e nā ʻoihana module, ʻoi aku ka kiʻekiʻe a i ʻole kokoke i ka 40% no nā hui e like me JA Solar, Zhejiang Jinko Solar, Aikosolar, Shangde, Aikosolar, Shangde, Aikosolar, Shangde, a me CSUN. Eia nō naʻe, aia kekahi mau ʻoihana me nā ʻano modula n-type a puni 10%.

He mea pono e hoʻomaopopo i ka kokoke o nā mana hou i kūkulu ʻia o nā ʻoihana e huli ana i nā pūnaewele n-type kiʻekiʻe, a ua hoʻonohonoho kekahi mau ʻoihana i kā lākou mau pahuhopu hoʻomohala no ka ʻenehana n-type ma 2024. Ua ʻōlelo ʻo Zhejiang Jinko Solar he 90% o kā lākou hoʻouna module. ʻO ka makahiki e hiki mai ana he mau modula n-type. Ua hoʻonui pū ʻo Aikosolar, GCL, a me Sunshine Energy i kā lākou mau pahuhopu no ka nui o nā hoʻouna module n-type i 75%, 70%, a me 60%, kēlā me kēia. ʻAʻole i hāʻawi ʻo JA Solar i kahi kikoʻī kikoʻī no ka hoʻouna ʻana i nā module n-type i 2024, akā ʻo kā lākou n-type module proportion i kēia makahiki ʻaʻole i emi iho ma mua o 60%, e hōʻike ana e piʻi aʻe ia i ka makahiki aʻe.