kumenyekanisha:
Umugoroba wo ku ya 30 Ukwakira,Yamazaki iyobora ingufu za LONGi icyatsi kibisi (601012.SH) yashyize ahagaragara 2023 ibisubizo bitatu by’igihembwe cy’imari, isosiyete yabonye amafaranga yinjiza miliyari 94.100 mu gihembwe cya mbere, yiyongeraho 8.55% umwaka ushize;igihembwe cya mbere cyambere kugirango tugere ku nyungu zingana na miliyari 11.694, yiyongereyeho 6.54% umwaka ushize;muri byo, mu gihembwe cya gatatu kugira ngo yinjize amafaranga yinjiza angana na miliyari 29.448, yagabanutseho 18.92%;gihembwe cya gatatu kugirango tugere ku nyungu zingana na miliyari 2,515 z'amayero, wagabanutseho 44,05% umwaka ushize.18,92%;igihembwe cya gatatu cyabonye inyungu zingana na miliyari 2,515 z'amafaranga y'u Rwanda, umwaka ushize wagabanutseho 44,05%.
Kwiyongera kwinganda zose, kugabanya ibiciro, bigatuma imikorere idahwitse
Nka aYamazaki Isoko ryamasoko yibikorwa byinganda zikomeye, ariko no muri wafer ya silicon, bateri, module itatu ihuza ubushobozi bwo gukora, ibyoherezwa bishyirwa kumurongo wambere wo guhuza ibikorwa byambere, ibisubizo bya LONGi Green Energy byahoze bifatwa nkimwe muruganda umuyaga umuyaga, urunigi rwinganda hejuru no hepfo yimikorere yibiciro byimigabane yibigo byinshi nabyo bigira ingaruka zikomeye.
Nk’uko iyi raporo ibigaragaza, nubwo ubwiyongere bw’umwaka ku bushobozi bw’umusaruro n’igurisha bwashyigikiye izamuka ryiza ry’amafaranga yinjira muri LONGi Green Energy yinjira n’inyungu mu gihembwe cya mbere, umwaka ushize n’umwaka ku mwaka muri igihembwe cya gatatu cyari gifite intege nke cyane kuruta uko byari byitezwe ku isoko.Raporo ivuga mu ncamake impamvu nyamukuru zatumye igabanuka ry’inyungu zikurikira ku buryo bukurikira: igabanuka ry’amafaranga y’ishoramari n’inyungu zivunjisha, kwiyongera kw'igihombo cy’ibarura, kwiyongera kw'ubushakashatsi n’iterambere ry’iterambere, n'ingaruka zo gukoresha vuba kwishura bishingiye ku migabane.Iki nigisubizo gifatika kumiterere yubu yinganda za PV zirenze ubushobozi no kugabanuka kwibiciro.
Mu murongo wo hejuru wa silicon, LONGi Green Energy yinjiza ahanini ituruka kumafaranga yishoramari yo kwitabira Yunnan Tongwei, kubera igabanuka rikomeje kugabanuka ryibiciro bya silicon uyumwaka, igice cyinjiza ishoramari ni gito.Nk’uko raporo ibigaragaza, amafaranga y’ishoramari y’isosiyete avuye mu bafatanyabikorwa ndetse n’imishinga ihuriweho yagabanutseho 32.2% umwaka ushize.
Nka silicon wafer yubushobozi bwo gukora "nini", igabanuka ryibiciro bya silicon bifasha umwanya wa silicon ifunguye inyungu, ariko guhuza wafer ya silicon kubera ubushobozi buke bwinganda zatewe numuhengeri wo kugabanuka kwibiciro ariko byaje birenze gato ibikoresho bya silikoni "munsi".
Raporo y’imari ya LONGi Green Energy, hamwe no kwaguka byihuse ubushobozi bushya bw’umusaruro mu byiciro byose by’urwego rw’inganda no gukomeza kugabanuka kw'ibiciro by’inganda, amarushanwa y’inganda PV yarushijeho kwiyongera.Dukurikije amakuru aheruka gusohoka, amakuru yo mu bwoko bwa P M10 aheruka, N-182mm ya monocrystalline silicon wafer igiciro cyo kugurisha igiciro cya 2.54 yuan / uduce, 2.59 yuan / uduce, ugereranije nintangiriro yumwaka wagabanutse hejuru ya 25%.Bamwe mu bakora inganda bavuga ko igipimo rusange cy’uruganda rwa silicon wafer rushobora kuba rutari munsi ya 80%, kugirango ibarura ryinshi kandi ribe umurongo wingenzi wa logique, abayikora benshi bifuza kohereza ibicuruzwa ku giciro gito, igiciro cya silicon wafer gifite yakoze ku gucamo-ndetse ingingo ya bimwe mubigo.Nubwo icyerekezo kigezweho cya LONGi ingufu zicyatsi kibisi silicon wafer itangira ryibasiwe na ntoya, ariko gukomeza ibiciro biri hasi biragaragara ko byanyereje inyungu zayo.Ku cyerekezo cy'igihembwe cya kane, Jibang Consulting urubanza rwemeza ko ibiciro bya wafer hirya no hino, kugabanuka kw'ibiciro byo kugabanuka kugabanuka, ibiciro byo hejuru byo kubura inkunga, ibiciro bya wafer cyangwa bizagorana guhagarika inzira yo kumanuka.
Undi mwanya wingenzi wibikoresho byingufu za LONGi nabyo bihura ningaruka zibiri zubushobozi buke no kugabanuka kwibiciro.Raporo y’imari ivuga ko mu gihembwe cya mbere cya 2023, LONGi Green Energy yatahuye ibicuruzwa bya monocrystalline byoherejwe na 43.53GW, muri byo 16.89GW y’ibicuruzwa byoherejwe mu gihembwe cya gatatu, nubwo umwaka ushize byateye imbere, ariko bikaba bitari byitezwe ugereranije ku bushobozi bwacyo bwo gukora, ikibazo cyo kubara ibirarane byagaragaye.Kandi isoko yibigize isoko yintambara ikaze ntago yagabanije gusa LONGi yingufu zicyatsi zoherejwe, ahubwo yanatumye ububiko bwayo bugabanuka.Mbere, icyiciro cya gatatu cyitsinda rya Huadian Group rya 2023 PV yo gukusanya amasoko yari ifite amateka make yamadorari 0.993 / W.Dukurikije amakuru ya InfoLink, igiciro cyo gukora ibice nacyo cyari munsi ya $ 1.05 / W.Mu gusubiza iki kibazo, Liu Yuxi, perezida w’ishami ry’akarere ka LONGi Green Energy mu Bushinwa, aherutse kuvuga ku mugaragaro ko igabanuka ry’ibiciro by’uyu mwaka rirenze ibyari byitezwe mbere n’uruganda, kandi ko bishobora kwitwa "kugwa ubwoba". ibiciro byibigize byagabanutse munsi yu 1 bivuze ko igiciro nyacyo.Liu Yuxi yerekanye yeruye ko intambara y'ibiciro iriho mu mbaraga zerekana ibimenyetso, silikoni, firime, kunanura ikadiri n'ibindi bintu bitifuzwa, inganda muri rusange zigira ingaruka mbi.
Komeza gutezimbere inzira ya tekinoroji ya batiri ya BC, inyungu iracyagaragara
Usibye umuraba wo kwagura umusaruro, intambara y'ibiciro, igice cya kabiri cy'uyu mwaka, ibirori bya PV byamamaye cyane ni itangazo rya LONGi ryatangaje ko ryatsindiye inzira ya tekinoroji ya batiri ya BC, mbere yuko porogaramu y'itangazamakuru rya titanium nayo ikurikirana uko ibintu bimeze (Byose muri bateri ya BC.)!"Ibendera rya LONGi riguruka hejuru, PV melee izajya he? LONGi yongeye guta inzira ya BC itangazo riremereye,Yamazakiinzira yinzira ya bateri irarimbanije).
Muri raporo y’igihembwe cya gatatu, LONGi Green Energy yongeye kwerekana ko yiyemeje guteza imbere cyane ikoranabuhanga rya BC, itangaza ko iyi sosiyete yibanze ku kuzamura no kuzamura inganda z’ikoranabuhanga rikoresha BC mu gihe cya raporo, kandi ikomeza kuzamura umusaruro no guhindura imikorere yibicuruzwa bya HPBC mubikorwa rusange.Hamwe nubushakashatsi bwimbitse niterambere ryiterambere rya tekinoloji ya BC ikora neza no guteza imbere iyubakwa ry’umusaruro, biteganijwe ko umusaruro w’inganda zikora HPBC pro uzashyirwa mu bikorwa bitarenze impera za 2024.
Ariko, kuri ubu, mu gisekuru cya gatatu N-ubwoko bwa tekinoroji ya batiri yamakimbirane, imikorere yingando ya TOPCon nibyiza.
Nk’uko byatangajwe n’isosiyete iherutse gushyira ahagaragara ibyavuye mu bijyanye n’imari, ikigo cya TOPCon "gitwara ibendera" Jinko Solar (688223.SH) mu gihembwe cya mbere cy’amafaranga yinjiza angana na miliyari 85.097, yiyongereyeho 61.25% umwaka ushize;kugera ku nyungu zingana na miliyari 6.354, yiyongereyeho 279.14% umwaka ushize.Muri byo, igihembwe cya gatatu cyabonye inyungu zingana na miliyari 2,511 z'amayero, ziyongereyeho 225.79% umwaka ushize.Isosiyete yavuze kandi ko kwiyongera ku mugabane w’ibicuruzwa byo mu bwoko bwa N ari imwe mu mpamvu nyamukuru zatumye inyungu ziyongera.Ikindi gihangange Trina Solar (688599.SH) nacyo cyikubye kabiri inyungu mu gihembwe cya mbere, harimo inyungu y’inyungu ingana na miliyari 1.537 mu gihembwe cya gatatu, umwaka ushize wiyongereyeho 35.67%.Usibye ibyavuzwe haruguru muri bateri, ibice bifite imiterere yimbitse yumushinga, wibande kuri bateri ya TOPCon imigabane ya Junda (002865.SZ) yanabonye inyungu yinyungu ziterambere ryitezwe cyane, ibihe bitatu bya mbere byisosiyete yinyungu yumwaka-mwaka -ubwiyongere bw'umwaka bwa 299.21%, muri bwo igihembwe cya gatatu cyazamutse 396.34%.
Kugeza ubu, umuvuduko wa batiri ya Photovoltaque urihuta, igisekuru cya gatatu cyumugabane wa N ubwoko bwisoko rya batiri gikomeje kuzamuka, "guhindura ingoma" muri kiriya gihe, LONGi Green Energy yashoye amafaranga menshi ya R & D yerekana inyungu. yinzira yikoranabuhanga ya BC, niba gufata iyambere mugupima ibicuruzwa bya TOPCon, "kugoreka umuhanda kugirango unyure!" Biracyagaragara.
Usibye ayo makuru yavuzwe haruguru, raporo y’imari yanagaragaje ko amafaranga y’isosiyete yinjira mu bikorwa by’ibikorwa mu gihembwe cya gatatu yagabanutseho 54.23%, bitewe ahanini n’uko kwaguka kw’imikorere kwiyongereye, kugabanuka ugereranije n’amafaranga yinjira mbere.Byongeye kandi, dukurikije imibare y’uburasirazuba bwa Wealth Choice, igihombo cy’umutungo w’isosiyete cyatakaje miliyari 1.099 mu gihembwe cya gatatu, kikaba cyiyongereyeho miliyoni 852 ugereranije n’igihe cyashize umwaka ushize.
30 Ukwakira mbere yuko raporo y’igihembwe cya gatatu itangazwa, igiciro cy’ingufu z’icyatsi cya LONGi cyafunzwe ku giciro cya 25.16 / umugabane, cyiyongereyeho 0,72% ku munsi w’ubucuruzi wabanjirije uwo, ugereranije n’intangiriro y’umwaka 49.08 Yuan / umugabane w’ingingo nkuru wagabanutse 48.8 %;ubu isoko rusange ryinjiza miliyari 190.7 yuan, nubwo bikiri kuriYamazakiisahani yuzuye "intebe", ariko ugereranije n’agaciro k’isoko rirenga miliyari 500 mu 2021, isoko ry’isosiyete ryinjije miliyari zirenga 500.2021 agaciro ka miliyari zirenga 500 agaciro k'isoko kagabanutse kurenga 60%.
Muri raporo z’igihembwe eshatu zashyizwe ahagaragara icyarimwe, Longi Green Energy yatangaje kandi ko umuyobozi w’isosiyete Zhong Baoshen yashakaga kugera kuri miliyoni 100 - miliyoni 150 zo kuzamura imigabane y’isosiyete, guhera ku ya 30 Ukwakira 2023, Zhong Baoshen afite imigabane 98.358.300 ya isosiyete, ibara umubare rusange wimigabane ya sosiyete 1,3%.Longi Green Energy yavuze kandi ko kwiyongera kwa Zhong Baoshen gushingiye ku cyizere cy’iterambere ry’isosiyete rirambye kandi rihamye mu gihe kiri imbere no kumenya agaciro k’ishoramari rirambye, hagamijwe kurengera inyungu z’abanyamigabane no kongera icyizere cy’abashoramari.
Etiquetas: #Longi #Yamazaki#Longiprice #Longi andika #Longi birenze ubushobozi
Igihe cyo kohereza: Ugushyingo-14-2023