ethula:
Ngobusuku buka-Okthoba 30,i-photovoltaic ehamba phambili LONGi green energy (601012.SH) ekhishwe 2023 imiphumela yezimali ezintathu ngekota, inkampani yabona iholo yokusebenza 94.100 billion yuan kumakota amathathu okuqala, ukwanda 8.55% unyaka nonyaka;izingxenye ezintathu zokuqala zokuzuza inzuzo esele yezigidigidi eziyi-11.694 zamayuan, okunyuke ngo-6.54% unyaka nonyaka;okuthi, ngekota yesithathu kuzuzwe imali yokusebenza engama-yuan ayizigidi eziyizinkulungwane ezingama-29.448, yehle ngo-18.92%;ikota yesithathu ukuzuza inzuzo esele ye-2.515 billion yuan, yehle ngo-44.05% unyaka nonyaka.18.92%;ikota yesithathu ithole inzuzo ephelele yama-yuan ayizigidi eziyizinkulungwane ezingu-2.515, ukwehla konyaka nonyaka ngama-44.05%.
Konke ukunwetshwa kochungechunge lwezimboni, ukuncishiswa kwentengo, okuholela ekusebenzeni okubuthakathaka
Njengei-photovoltaic I-plate market capitalization yamabhizinisi aphezulu kakhulu, kodwa futhi ku-silicon wafer, ibhethri, i-module izixhumanisi ezintathu zokukhiqiza umthamo, ukuthunyelwa kubalwa phakathi kokuphezulu kokuhlanganiswa kokuhola, imiphumela yokusebenza ye-LONGi Green Energy ibilokhu ibhekwa njengenye yezimboni. i-wind vane, uchungechunge lwezimboni olukhuphuka nomfula ophansi nokusebenza kwenani lesitoko lamabhizinisi amaningi nalo linomthelela omkhulu.
Ngokombiko, nakuba ukukhula konyaka nonyaka kwamandla okukhiqiza nokudayiswa kusekela ukukhula okuhle kwemali engenayo ye-LONGi Green Energy kanye nenzuzo eyingqikithi kumakota amathathu okuqala, ukusebenza konyaka nonyaka kanye nonyaka nonyaka ingxenye yesithathu ibibuthakathaka kakhulu kunalokho obekulindelwe yimakethe.Umbiko ufingqa izizathu eziyinhloko zokwehla kwenzuzo yonke ngale ndlela elandelayo: ukwehla kwenzuzo yokutshalwa kwezimali kanye nezinzuzo zokushintshisana, ukwenyuka kokulahlekelwa kwempahla, ukwanda kwezindleko zocwaningo nentuthuko, kanye nomthelela wokusetshenziswa okusheshayo kokukhokha okusekelwe kumasheya.Lena impendulo ehlosiwe yesimo samanje sokugcwala ngokweqile kwe-PV industry kanye nokwehla kwentengo.
Kusixhumanisi esikhuphukayo se-silicon, imali engenayo eqondile ye-LONGi Green Energy ngokuyinhloko ivela emalini etshaliwe yokubamba iqhaza e-Yunnan Tongwei, ngenxa yokwehla okuqhubekayo kwentengo ye-silicon kulo nyaka, ingxenye yemali engenayo yokutshalwa kwezimali iphansi.Ngokombiko, imali etholwa yinkampani etshalwa yizimali evela kubahlanganyeli kanye nama-joint ventures yehle ngo-32.2% unyaka nonyaka.
Njengomthamo wokukhiqiza we-silicon wafer "mkhulu", ukuncishiswa kwentengo ye-silicon kulungele indawo ye-silicon evulekile yenzuzo, kodwa isixhumanisi se-silicon wafer ngenxa yomthamo omkhulu wemboni okubangelwa igagasi lokwehliswa kwamanani kodwa kweza okungaphezudlwana kwe-silicon "iphansi".
Umbiko wezimali we-LONGi Green Energy, ngokukhula ngokushesha kwamandla amasha okukhiqiza kuzo zonke izingxenye zechungechunge lwezimboni kanye nokwehla okuqhubekayo kwamanani entengo yezimboni, ukuncintisana kwemboni ye-PV kuye kwaqina nakakhulu.Ngokusho kwedatha yakamuva ye-Info Link, uhlobo lwakamuva lwe-P M10, i-N-type 182mm monocrystalline wafer wafer isilinganiso senani lentengo engu-2.54 yuan / ucezu, 2.59 yuan / ucezu, uma kuqhathaniswa nokuqala konyaka zehle ngaphezu kuka-25%.Abanye abangaphakathi embonini bathi izinga lokusebenza jikelele le-silicon wafer plant kungenzeka libe ngaphansi kwama-80%, ukuze i-inventory ibe umugqa oyinhloko we-logic, abakhiqizi abaningi bamagange ukuhambisa ngamanani aphansi, intengo yamanje ye-silicon wafer has. yathinta ukuhlukana phakathi kwamanye amabhizinisi.Nakuba iphuzu lamanje lokubuka izinga lokuqala le-LONGi green energy silicon wafer lithintwe amancanyana, kodwa amanani aqhubekayo aphansi ngokusobala acindezela inzuzo yawo.Kuthrendi yekota yesine, isahlulelo se-Jibang Consulting sokuthi amanani ama-wafer kuwo wonke amabhodi, ukwehla kwesidingo sokuthenga ngomfula, uhlangothi lwezindleko ezikhuphukayo lokuntuleka kosekelo, amanani ama-wafer noma kuzoba nzima ukumisa ukuthambekela kokwehla.
Esinye isikhundla esibalulekile sezingxenye ze-LONGi zamandla aluhlaza nazo zibhekene nomthelela ophindwe kabili wokugcwala ngokweqile kanye namanani entengo ehlayo.Ngokombiko wezezimali, ezingxenyeni ezintathu zokuqala zika-2023, i-LONGi Green Energy yaqaphela ukuthunyelwa kwengxenye ye-monocrystalline engu-43.53GW, lapho u-16.89GW wezingxenye ezithunyelwa ngekota yesithathu, nakuba ukuthuthukiswa konyaka nonyaka, kodwa ngaphansi kwalokho obekulindelwe uma kuqhathaniswa. emandleni okukhiqiza, inkinga yokusalela emuva kwe-inventory.Futhi ingxenye yamanje yemakethe yamanani anonya impi ayigcini nje ngokucindezela ukuthunyelwa kwengxenye yamandla aluhlaza we-LONGi, kodwa futhi yabangela ukwehla kwempahla yayo.Ngaphambilini, iqoqo lesithathu lebhidi yeqoqo lemojula ye-PV ye-Huadian 2023 yayinokunikezwa okuphansi ngokomlando okungu-$0.993/W.Ngokusho kwedatha ye-InfoLink, intengo yokusebenza yengxenye nayo ibiphansi njengo-$1.05/W.Ephendula lesi simo esikhona, u-Liu Yuxi, umongameli womnyango wesifunda sase-LONGi Green Energy e-China, usanda kumemezela esidlangalaleni ukuthi ukwehla kwentengo yalo nyaka kudlule okwakulindelwe yinkampani, futhi kungacishe kubizwe ngokuthi "ukwethuka", futhi wathi. izintengo zengxenye yehle ngaphansi kwe-yuan engu-1 kusho ukuthi izindleko zangempela.U-Liu Yuxi uphinde waveza ngokungananazi ukuthi impi yentengo yamanje ikhona emandleni okulebula okungamanga, i-silicon, ifilimu, ukucwiliswa kohlaka nezinye izinto ezingathandeki, imboni iyonke inomthelela ongemuhle.
Qhubeka nokubheja kumzila webhethri we-BC, inzuzo isazobonakala
Ngaphezu kwegagasi lokunwetshwa kokukhiqiza, impi yamanani, ingxenye yesibili yalo nyaka, umcimbi ophakeme kakhulu wemboni ye-PV uyisimemezelo esisemthethweni se-LONGi sokubheja kumzila webhethri we-BC, ngaphambi kokuthi uhlelo lokusebenza lwemidiya ye-titanium nalo lulandelele isimo esifanele. (Konke kubhethri le-BC.)!"Ifulegi lika-LONGi lindizela phezulu, izoyaphi i-PV melee? U-LONGi uphinde waphonsa isimemezelo esinzima somzila we-BC,i-photovoltaicImpi yomzila webhethri iqhubeka ngamandla).
Embikweni wekota yesithathu, i-LONGi Green Energy iphinde yazwakalisa ukuzimisela kwayo ukuthuthukisa ngamandla ubuchwepheshe be-BC, ibika ukuthi inkampani igxile ekuthuthukisweni okuphindaphindiwe kanye nokuthuthukiswa kwezimboni kobuchwepheshe obusebenza kahle kakhulu be-BC phakathi nesikhathi sokubika, futhi yaqhubeka nokwenza ngcono isivuno nokuguqulwa. ukusebenza kahle kwemikhiqizo ye-HPBC ekukhiqizweni ngobuningi.Ngocwaningo olujulile nokuthuthukiswa kobuchwepheshe obusebenza kahle kakhulu be-BC kanye nokuthuthukiswa kokwakhiwa kwamandla okukhiqiza, amandla okukhiqiza amaseli e-HPBC okusebenza aphezulu kulindeleke ukuthi afakwe ekukhiqizweni ekupheleni kuka-2024.
Nokho, okwamanje, embangweni womzila webhethri wesizukulwane sesithathu se-N, ukusebenza kwekamu le-TOPCon kungcono.
Ngokwemiphumela yezezimali yenkampani esanda kukhishwa, ikamu le-TOPCon "eliphethe ifulegi" i-Jinko Solar (688223.SH) engxenyeni yokuqala yesithathu yemali engenayo yokusebenza yama-yuan ayizigidi eziyizinkulungwane ezingama-85.097, okuwukukhuphuka ngo-61.25% unyaka nonyaka;ukuze kuzuzwe inzuzo ephelele yama-yuan ayizigidi eziyizinkulungwane ezingu-6.354, okuwukukhuphuka ngo-279.14% unyaka nonyaka.Phakathi kwazo, ikota yesithathu ithole inzuzo eyinsalela yama-yuan ayizigidi eziyizinkulungwane ezingu-2.511, ekhuphuke ngo-225.79% unyaka nonyaka.Le nkampani iphinde yathi ukwenyuka kwesabelo sezimpahla zohlobo lwe-N yisona sizathu esidale ukuthi kunyuke inzuzo.Enye inkakha ye-Trina Solar (688599.SH) nayo iphinde yaphinda kabili inzuzo yayo ezigabeni ezintathu zokuqala, okuhlanganisa nensalela yenzuzo yama-yuan ayizigidi eziyizinkulungwane ezingu-1.537 ngekota yesithathu, okuwukukhula konyaka nonyaka ngama-35.67%.Ngaphezu kwalokhu okungenhla ebhethrini, izingxenye zinesakhiwo esijulile sebhizinisi, gxila ku-TOPCon battery Junda shares (002865.SZ) futhi bathole inzuzo ephelele yokukhula obekulindelekile, amakota okuqala amathathu enkampani enzuzo eyinsalela unyaka nonyaka -ukukhula konyaka ngama-299.21%, lapho ikota yesithathu yeqe ngama-396.34%.
Njengamanje, isivinini sokuphindaphinda kwebhethri ye-photovoltaic siyakhula, isizukulwane sesithathu semakethe yebhethri yohlobo lwe-N siyaqhubeka nokukhuphuka, "ushintsho lwamakhosi" ngaleso sikhathi, i-LONGi Green Energy yatshala imali enkulu yezindleko ze-R & D zokubheja enzuzweni. yomzila wezobuchwepheshe we-BC, noma ngabe uhola ekulinganisweni kwemikhiqizo ye-TOPCon, "ukugoba umgwaqo ukuze udlule! "Kusazobonakala.
Ngaphezu kolwazi olungenhla, umbiko wezezimali uphinde wadalula ukuthi ukungena kwemali iyonke yenkampani kusukela emisebenzini yokusebenza engxenyeni yesithathu yehle ngo-54.23%, ikakhulukazi ngenxa yesilinganiso sokunwetshwa kwezinkokhelo zokusebenza esikhuphuke, ukwehla okuhlobene namarisidi angaphambi kwesikhathi.Ngaphezu kwalokho, ngokusho kwedatha ye-Oriental Wealth Choice, ukulahlekelwa kwempahla yenkampani ngama-yuan ayizigidi eziyizinkulungwane ezingu-1.099 engxenyeni yesithathu, okuwukunyuka kwama-yuan ayizigidi ezingu-852 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.
Ngomhla zingama-30 kuMfumfu ngaphambi kokudalulwa kombiko wekota yesithathu, intengo yesitoko se-LONGi yamandla aluhlaza ivalwe ngo-25.16 yuan/isabelo, ikhuphuke ngo-0.72% osukwini lwangaphambilini lokuhweba, uma kuqhathaniswa nokuqala konyaka okungu-49.08 yuan / isabelo sephuzu eliphezulu sehle ngo-48.8 %;isamba samanje emakethe ofeleba 190.7 billion yuan, nakuba namanje for thei-photovoltaicipuleti ngokuphelele "isihlalo", kodwa uma kuqhathaniswa nenani lemakethe lama-yuan angaphezu kwezigidi eziyizinkulungwane ezingama-500 ngo-2021, imali yemakethe yenkampani engaphezu kwama-yuan ayizigidi eziyizinkulungwane ezingama-500.2021 inani lemakethe elingaphezu kwezigidigidi ezingama-500 lehle ngaphezu kwama-60%.
Ekudalulweni kombiko wamakota amathathu ngasikhathi sinye, iLongi Green Energy iphinde yamemezela ukuthi usihlalo wenkampani uZhong Baoshen uhlose ukwenza ama-yuan ayizigidi eziyi-100 - ama-yuan ayizigidi eziyi-150 ukukhulisa amasheya enkampani, kusukela ngo-Okthoba 30, 2023, uZhong Baoshen unezabelo eziyi-98,358,300. inkampani, ibala inani eliphelele lamasheya enkampani engu-1.3%.I-Longi Green Energy iphinde yathi ukwenyuka kwamasheya ka-Zhong Baoshen kusekelwe ekuthembeleni ekuthuthukeni kwenkampani esimeme nezinzile esikhathini esizayo kanye nokuqashelwa kwenani lokutshalwa kwezimali lesikhathi eside, ngenhloso yokuvikela izintshisekelo zabanikazi bamasheya kanye nokuthuthukisa ukuzethemba kwabatshalizimali.
I-Tag: #Longi #i-photovoltaic#Longiprice #Longi maka phansi #Longi overcapacity
Isikhathi sokuthumela: Nov-14-2023