soo bandhig:
Fiidnimadii Oktoobar 30,sawir-qaade taasoo horseedaysa tamarta cagaaran ee LONGi (601012.SH) waxay sii daysay 2023 saddex natiijooyin maaliyadeed saddex biloodle ah, shirkaddu waxay xaqiiqsatay dakhliga hawlgalka ee 94.100 bilyan yuan saddexdii rubuc ee ugu horreeya, korodhka 8.55% sannad kasta;Saddexda meelood ee ugu horreeya si loo gaaro faa'iidada saafiga ah ee 11.694 bilyan yuan, korodhka 6.54% sanadka-sannadka;kuwaas oo, rubuci saddexaad si loo gaaro dakhliga hawlgalka ee 29.448 bilyan yuan, hoos 18.92%;rubuci saddexaad si loo gaaro faa'iidada saafiga ah ee 2.515 bilyan yuan, hoos u dhac 44.05% sanad kasta.18.92%;rubuci saddexaad wuxuu xaqiiqsaday faa'iidada saafiga ah ee 2.515 bilyan yuan, hoos u dhac sannadle ah oo ah 44.05%.
Dhammaan balaadhinta silsiladda warshadaha, dhimista qiimaha, taasoo keentay waxqabad daciif ah
Sidasawir-qaade suuqa saxan ka mid ah shirkadaha ugu sareeya, laakiin sidoo kale in wafer silikon ah, batari, module saddex links awoodda wax soo saarka, shixnadaha waxaa lagu darayaa ka mid ah top of is dhexgalka ee hogaanka, LONGi Green Energy natiijooyinka hawlgalka ayaa had iyo jeer loo arkaa mid ka mid ah warshadaha. dabaysha, silsiladda warshadaha ee kor iyo hoos ee waxqabadka qiimaha saamiyada ee shirkado badan ayaa sidoo kale leh saamayn weyn.
Sida laga soo xigtay warbixinta, inkasta oo kobaca sanadlaha ah ee awoodda wax-soo-saarka iyo iibinta ay taageertay kobaca wanaagsan ee dakhliga LONGi Green Energy iyo faa'iidada saafiga ah ee saddexda bilood ee ugu horreeya, waxqabadka sannad-sannad iyo sannad-sannadka rubuci saddexaad ayaa si weyn uga daciifsan rajada suuqa.Warbixintu waxay soo koobaysaa sababaha ugu waaweyn ee hoos u dhaca faa'iidada saafiga ah: Hoos u dhaca dakhliga maalgashiga iyo faa'iidada sarrifka, korodhka khasaaraha alaabada, korodhka cilmi-baarista iyo kharashyada horumarinta, iyo saameynta dardargelinta bixinta ku salaysan saami qaybsiga.Tani waa jawaab-celin ujeedo ah oo ku aaddan heerka hadda taagan ee silsiladda warshadaha PV iyo hoos u dhaca qiimaha.
Isku xirka silikon ee sare, LONGi Green Energy dakhligiisa tooska ah wuxuu inta badan ka yimaadaa dakhliga maalgashiga ee ka qaybqaadashada Yunnan Tongwei, sababtoo ah hoos u dhaca joogtada ah ee qiimaha silikon sanadkan, qaybta dakhliga maalgashiga ayaa hooseeya.Sida laga soo xigtay warbixinta, dakhliga maalgashiga ee shirkadu ka hesho la-hawlgalayaasha iyo iskaashiga ayaa hoos u dhacay 32.2% sanadba sanadka ka dambeeya.
Sida awoodda wax soo saarka wafer silikoon "weyn", dhimista qiimaha alaabta silikoon waxay ku haboon tahay silikoon meel faa'iido ah oo furan, laakiin isku xirka silikoon wafer sababtoo ah awoodda warshadaha oo ay sababtay mowjadda qiimaha dhimista laakiin waxay timid wax yar oo ka badan walxaha silikon "ka hooseeya".
Warbixinta maaliyadeed ee LONGi Green Energy, iyada oo si degdeg ah loo ballaarinayo awoodda wax-soo-saarka cusub ee dhammaan qaybaha silsiladda warshadaha iyo hoos u dhaca joogtada ah ee qiimaha silsiladda warshadaha, tartanka warshadaha PV ayaa sii kordhay.Marka loo eego xogta ugu dambeysay ee Info Link, nooca P-nooca M10 ee dhowaan, nooca 182mm monocrystalline silicon wafer celceliska qiimaha wax kala iibsiga ee 2.54 yuan / jeex, 2.59 yuan / jeex, marka la barbar dhigo bilowga sanadka ayaa ka hooseeya 25%.Qaar ka mid ah khubarada warshadaha ayaa sheegaya in heerka guud ee hawlgalka warshad wafer silikoon laga yaabo inuu ka yaraa 80%, si alaabooyin badan iyo in ka badan ay noqdaan khadka ugu weyn ee macquulka ah, warshado badan ayaa doonaya inay ku soo raraan qiimo jaban, qiimaha hadda ee wafer silikoon ayaa leh. waxay taabatay burburka xitaa shirkadaha qaar.Inkasta oo aragtida hadda jirta ee LONGi tamarta cagaaran ee wafer silikoon bilawga bilawga ah ee ay saameeyeen kuwa yar, laakiin qiimaha hooseeya ee sii socda ayaa si cad u cadaadiya faa'iidada.Isbeddelka rubuci afraad, La-talinta Jibang ee ku saabsan qiimaha wafer ee guud ahaan guddiga, hoos u dhaca dalabaadka wax iibsiga, dhinaca kharashka sare ee taageero la'aanta, qiimaha wafer ama way adkaan doontaa in la joojiyo isbeddelka hoos u dhaca.
Meel kale oo muhiim ah oo ka mid ah qaybaha tamarta cagaaran ee LONGi ayaa sidoo kale wajahaya saameynta labanlaabka ah ee awoodda xad-dhaafka ah iyo hoos u dhaca qiimaha.Sida laga soo xigtay warbixinta maaliyadeed, saddexdii rubuc ee ugu horreeya 2023, LONGi Green Energy waxay xaqiiqsatay shixnadaha qaybta monocrystalline ee 43.53GW, kuwaas oo 16.89GW ka mid ah qaybaha la soo diray rubuci saddexaad, in kasta oo sannad-sannadka horumaray, laakiin in ka yar intii la filayay marka la barbar dhigo ilaa awoodeeda wax soo saar, dhibaatada dib-u-dhacyada alaabada ayaa soo ifbaxday.Qaybaha hadda jira ee suuqa dagaalka qiimaha ba'an kuma koobna oo keliya shixnadaha tamarta cagaaran ee LONGi, laakiin sidoo kale waxay sababtay hoos u dhaca alaabtiisa.Markii hore, qaybta saddexaad ee Huadian Group's 2023 module ururinta PV waxay lahayd soo jeedin taariikhi ah oo hooseeya $0.993/W.Marka loo eego xogta InfoLink, qiimaha fulinta qaybta ayaa sidoo kale ahaa mid hooseeya ilaa $1.05/W.Isaga oo ka jawaabaya xaaladdan taagan, Liu Yuxi, oo ah madaxa LONGi Green Energy ee waaxda gobolka Shiinaha, ayaa dhawaan si cad u sheegay in hoos u dhaca qiimaha qayb ee sanadkan uu ka sarre maray rajada ugu horreysa ee shirkadu, waxana uu ku dhow yahay in loogu yeedho "dib argagax" qiimaha qaybaha ayaa hoos uga dhacay 1 yuan macnaheedu waa qiimaha dhabta ah.Liu Yuxi ayaa sidoo kale si bareer ah u tilmaamay in dagaalka qiimaha hadda jira uu ku jiro calaamadaynta awoodda been abuurka ah, silikon, filim, khafiifinta jireed iyo ifafaale kale oo aan loo baahnayn, warshadaha guud ahaan waxay leeyihiin saameyn xun.
Ku sii wad inaad sharad ku gasho jidka tignoolajiyada batteriga BC, faa'iidada ayaa weli ah in la arko
Marka lagu daro mowjadda ballaarinta wax soo saarka, dagaalka qiimaha, qeybtii labaad ee sanadkan, warshadaha PV ee ugu caansan dhacdada waa ku dhawaaqista rasmiga ah ee LONGi ee ku saabsan habka teknoolajiyada batteriga BC, ka hor inta aan barnaamijka warbaahinta titanium sidoo kale la socdo xaaladda ku habboon. (Dhammaan waxay ku jiraan batteriga BC.)!"Calanka LONGi ayaa sare u babanaya, halkee ayuu PV melee aadi doonaa? LONGi mar kale tuur BC wadada ogeysiis culus,sawir-qaadedagaalka wadada batteriga ayaa si xawli ah ku socda).
Warbixintii saddexaad ee rubuc-biloodlaha ah, LONGi Green Energy waxay mar kale muujisay go'aankeeda ah inay si xooggan u horumariso tignoolajiyada BC, iyada oo ka warbixinaysa in shirkadu diiradda saartay dib-u-cusboonaynta iyo warshadaynta tignoolajiyada sare ee BC muddada warbixinta, oo ay sii wadeen hagaajinta wax-soo-saarka iyo beddelka. waxtarka alaabta HPBC ee wax soo saarka ballaaran.Iyadoo cilmi baaris qoto dheer iyo horumarinta tignoolajiyada BC ee waxtarka sare leh iyo horumarinta dhismaha awoodda wax-soo-saarka, awoodda wax-soo-saarka ee waxqabadka sare ee unugyada HPBC ayaa la filayaa in la geliyo wax-soo-saarka dhammaadka 2024.
Si kastaba ha ahaatee, wakhtigan xaadirka ah, jiilka saddexaad ee N-nooca tignoolajiyada dariiqa teknoolajiyada, waxqabadka xerada TOPCon ayaa ka wanaagsan.
Sida laga soo xigtay natiijooyinka maaliyadeed ee shirkadda ee dhawaan la sii daayay, TOPCon xerada "calan-qaade" Jinko Solar (688223.SH) ee saddexda rubuc ee ugu horreeya dakhliga hawlgalka ee 85.097 bilyan yuan, korodhka 61.25% sanad kasta;si loo gaaro faa'iido saafi ah oo ah 6.354 bilyan yuan, koror ah 279.14% sanad kasta.Waxaa ka mid ah, rubuca saddexaad waxa ay xaqiiqsadeen faa'iidada saafiga ah ee 2.511 bilyan yuan, ilaa 225.79% sannadkiiba.Shirkadda ayaa sidoo kale sheegtay in kororka saamiga shixnadaha nooca N-ka ah ay ka mid tahay sababaha ugu waaweyn ee kor u kaca faa'iidada saafiga ah.Mid kale oo weyn Trina Solar (688599.SH) ayaa sidoo kale labanlaabtay faa'iidadeeda saddexdii rubuc ee hore, oo ay ku jirto faa'iidada saafiga ah ee 1.537 bilyan yuan rubuci saddexaad, koror sannad-sannadka ah 35.67%.Marka lagu daro kuwa kor ku xusan ee batteriga, qaybaha waxay leeyihiin qaab qoto dheer oo ganacsi ah, diiradda saaraya saamiyada TOPCon batteriga Junda (002865.SZ) ayaa sidoo kale gaadhay faa'iidada saafiga ah ee kobaca aadka loo filayo, shirkadda saddexdii rubuc ee ugu horreeya ee faa'iidada saafiga ah sanadka-ka -sanad kobaca 299.21%, kaas oo rubuci saddexaad uu kor u kacay 396.34%.
Waqtigan xaadirka ah, xawaaraha soo noqnoqda ee batteriga sawir-qaadista ayaa sii kordhaya, jiilka saddexaad ee saamiga suuqa batteriga ee nooca N-ku wuxuu sii wadaa inuu kordho, "isbeddelka dynasties" wakhtigaas, LONGi Green Energy waxay maalgelisay lacag badan oo R & D ah oo ku saabsan faa'iidada ee dariiqa teknoolajiyada BC, haddii ay hogaanka u qabtaan miisaanka alaabta TOPCon, "jidka u leexiya si ay u dhaafaan!" Waa la arki doonaa.
Marka laga soo tago macluumaadka kor ku xusan, warbixinta maaliyadeed ayaa sidoo kale shaaca ka qaaday in dakhliga saafiga ah ee shirkadda ee hawlaha shaqo ee rubuci saddexaad uu hoos u dhacay 54.23%, inta badan sababtoo ah baaxadda ballaarinta lacagaha hawlgelinta oo kordhay, hoos u dhac ku yimid rasiidhada hore.Intaa waxaa dheer, marka loo eego xogta Doorashada Oriental Wealth, khasaaraha naafanimada hantida ee shirkadda ee 1.099 yuan rubuci saddexaad, korodhka 852 milyan yuan marka la barbardhigo isla muddadaas sannadkii hore.
Oktoobar 30 ka hor inta aan la shaacin warbixinta rubuci seddexaad, LONGi qiimaha saamiyada tamarta cagaaran ayaa lagu xiray 25.16 yuan / share, ilaa 0.72% maalintii ganacsiga ee hore, marka la barbar dhigo bilawga sanadka 49.08 yuan / share of the top point ayaa hoos u dhacay 48.8 %;Wadarta guud ee suuqa ee hadda 190.7 bilyan yuan, in kasta oo ay weli tahaysawir-qaadesaxan dhammaystiran "kursi", laakiin marka la barbar dhigo qiimaha suuqa ee in ka badan 500 bilyan yuan ee 2021, ganacsiga suuqa ee shirkadda in ka badan 500 bilyan yuan.2021 in ka badan 500 bilyan qiimaha suuqa ayaa hoos u dhacay in ka badan 60%.
Saddexda bilood ee warbixinta saddex biloodlaha ah ee isla wakhtigaas, Longi Green Energy ayaa sidoo kale ku dhawaaqay in guddoomiyaha shirkadda Zhong Baoshen uu ku talo galay 100 milyan yuan - 150 milyan yuan si loo kordhiyo saamiyada shirkadda, laga bilaabo Oktoobar 30, 2023, Zhong Baoshen wuxuu haystaa 98,358,300 saamiyo ah. shirkadu, iyada oo ku xisaabtamaysa tirada guud ee saamiyada shirkadda 1.3%.Longi Green Energy waxa kale oo uu sheegay in korodhka saamiga Zhong Baoshen uu ku salaysan yahay kalsoonida lagu qabo horumarka joogtada ah ee shirkadda ee mustaqbalka iyo aqoonsiga qiimaha maalgashiga muddada dheer, iyada oo ujeedadu tahay ilaalinta danaha saamilayda iyo kor u qaadista kalsoonida maalgashadayaasha.
Tag: #Longi #sawir-qaade#Longiprice #Longi ayaa hoos u dhigay #Longi awoodda
Waqtiga boostada: Nov-14-2023