Tuam Tshoj Kev Lag Luam Luv luv: Risen Plans RMB44.65 Billion Rau Hnub Ci Expansion Nrog Cov Khoom Muag
Dec 30, 2021
Tuam Tshoj PV tuam txhab Risen tshaj tawm rau hnub Monday npaj yuav nqis peev RMB44.65 billion (US $ 7 nphom) hauv kev nthuav dav ntawm nws cov khoom lag luam tag nrho los ntawm polysilicon mus rau kev tua cov hluav taws xob txuas ntxiv mus. Lub tuam txhab PV tau kos npe rau kev nqis peev nrog tsoomfwv hauv nroog Baotou City, Inner Mongolia kom ua tiav nws cov phiaj xwm. Hais txog kev tsim khoom, lub hom phiaj yog nqis peev RMB2.35 billion hauv plaub txoj haujlwm tsim khoom, uas yuav pom nrog lub peev xwm txhua xyoo ntawm 200,000 metric tons ntawm silicon hlau; RMB13.5 billion rau ib xyoos twg muaj peev xwm ntawm 150,000 metric tons ntawm hnub ci-qib polysilicon; tshiab N-hom mono-crystalline ingot Hoobkas nrog lub peev xwm txhua xyoo ntawm 10GW rau kev nqis peev ntawm RMB3 billion; thiab PV module Hoobkas nrog lub peev xwm ntawm 3GW, rau kev nqis peev ntawm RMB600 lab. Hais txog nws cov phiaj xwm cog hluav taws xob txuas ntxiv mus, Risen tau hais tias nws yuav nqis peev RMB14 billion los txhim kho 3.5GW ntawm hnub ci PV ua liaj ua teb thiab 1.6GW ntawm cua fais fab ua liaj ua teb. Ntxiv nrog rau cov chaw cia khoom siv hluav taws xob kuj yuav tsim ua ke nrog lawv. Lub tuam txhab tau hais ntxiv tias kev nqis peev hauv nws cov kev tsim khoom yuav ua tiav hauv plaub xyoos, thaum kev nqis peev hauv nws cov chaw tsim hluav taws xob yuav nyob ntawm qhov xwm txheej ntawm kev lag luam.
Teb rau cov lus nug los ntawm cov tub ua lag luam rau hnub Tuesday, polysilicon tsum thiab lub hnub ci cell tsim Tongwei tau hais tias txoj haujlwm txuas ntxiv nws tau koom ua ke tsim nrog Trina Solar rau 15GW ntawm ingot manufacturing thiab 15GW ntawm wafer txiav tej yaam num yog raws sij hawm thiab tag nrho cov hauj lwm yuav tsum tiav thiab muab tso rau. mus rau hauv kev tsim khoom hauv H1 2022. Tshwj xeeb, yuav muaj 2GW ntawm ingot peev uas yuav mus rau hauv kev tsim khoom los ntawm qhov kawg ntawm 2021, thaum qhov seem 13GW yuav tsum tau ua tiav thaum kawg ntawm Lub Rau Hli 2022. Rau qhov wafer txiav project, 7.5GW. twb tau ua tiav xyoo no, thiab qhov seem 7.5GW yuav mus rau hauv kev tsim khoom los ntawm lub Rau Hli tom ntej. Qhov kev sib koom ua ke tsim muaj peev xwm nthuav dav tau tshaj tawm thaum lub Kaum Ib Hlis 2020. Tongwei thiab Trina Hnub Ci tau nqis peev RMB15 billion rau 40,000 metric tons ntawm polysilicon muaj peev xwm, thiab 15GW ntawm ingot, 15GW ntawm wafer, thiab 15GW ntawm lub hnub ci muaj peev xwm.
Taiwan-raws li hnub ci PV tshawb fawb lub koom haum EnergyTrend tau tshaj tawm nws cov nqi tshiab tshaj tawm rau hnub ci PV khoom. Zuag qhia tag nrho, txhua tus nqi txuas ntxiv poob qis, nrog PV modules tshwm sim tau pom qhov txo qis tshaj plaws. Saib rau polysilicon, tus nqi hauv Suav teb poob los ntawm RMB253 / kg lub lim tiam dhau los rau RMB235 / kg lub lim tiam no. Sab nraud ntawm lub tebchaws, tus nqi yog US $ 33.33 / kg piv rau US $ 35.82 / kg lub lim tiam dhau los. PV wafer tus nqi kuj poob, nrog ntau-crystalline wafers (157mm) hais ntawm RMB1.94 pcs– poob ntawm 5.37% los ntawm lub lim tiam dhau los’s nqi ntawm RMB2.05 pcs. G1 loj mono-crystalline wafers, lub sijhawm no, tau hais ntawm RMB4.83 pcs, 5.11% qis dua lub lim tiam dhau los. Lwm cov nqi suav nrog RMB4.9 pcs rau M6 wafers, RMB5.7 pcs rau M10 wafers, thiab RMB8 pcs rau G12 wafers. Hnub ci cov nqi tam sim no tau hais los ntawm RMB1.08 / W rau mono PERC G1 qhov ntau thiab tsawg, RMB1.02 / W rau mono PERC M6 qhov ntau thiab tsawg, thiab rau loj M10 thiab G12 qhov ntau thiab tsawg, RMB1.08 thiab RMB1.05 ib watt, feem. Tus nqi ntawm cov cell multi-crystalline poob qis tshaj plaws– 4% los ntawm RMB0.75 ib watt rau RMB0.72 / W lub lim tiam no. Txawm li cas los xij, nws yog PV modules uas pom tus nqi poob qis tshaj plaws, nrog 275-280 / 330-335W multi-panels hais ntawm RMB1.68 / W, 355-365 / 430-440W mono panels hais ntawm RMB1.85 / W, thiab quotes rau 182mm PERC panels thiab G12 raws li panels ntawm RMB1.9/W thiab RMB1.87/W, feem.
Tuam Tshoj Shenzhen tau teev npe tuam txhab Luxiao Tech tau hais rau lub asthiv dhau los tias ib qho ntawm nws lub hnub ci PV ua liaj ua teb hauv Tongliao City, Inner Mongolia, tau raug puas tsuaj los ntawm cua daj cua dub. Txawm hais tias cov ntsiab lus tseeb ntawm qhov kev poob tseem tab tom ntsuas, Luxiao tau hais tias qhov kev puas tsuaj– mus txog 60MW tus nqi ntawm PV panels thiab lwm yam kev siv hluav taws xob– yuav tau them tag nrho los ntawm kev tuav pov hwm thiab lub tuam txhab sai sai yuav pib rov tsim kho thiab kho kom rov zoo li qub ntawm cov nroj tsuag. Raws li tsab ntawv tshaj tawm, lub tuam txhab yuav pom qhov poob hauv nws qhov muag hluav taws xob rau ob peb lub hlis; Txawm li cas los xij, txij li cov vaj huam sib luag puas yuav raug hloov los ntawm lub xeev-ntawm-lub-kos duab qauv uas muab kev ua tau zoo dua, nws kwv yees cov txiaj ntsig zoo rau kev khiav hauj lwm cov nyiaj tau los ntawm cov nroj tsuag yav tom ntej.
