suma:
Manheru e30 Gumiguru,photovoltaic kutungamirira LONGi green energy (601012.SH) yakabudiswa 2023 katatu katatu kwemari yemigumisiro, kambani yakaziva mari yekushandisa ye94.100 bhiriyoni yeyuan muzvikamu zvitatu zvekutanga, kuwedzera kwe8.55% gore negore;zvikamu zvitatu zvekutanga kuwana purofiti ye11.694 bhiriyoni yeyuan, kuwedzera kwe6.54% gore negore;izvo, muchikamu chechitatu kuwana mari yekushandisa ye29.448 bhiriyoni yuan, pasi 18.92%;chikamu chechitatu kuwana purofiti ye2.515 bhiriyoni yuan, pasi ne44.05% gore-pagore.18.92%;chikamu chechitatu chakawana purofiti ye2.515 bhiriyoni yeyuan, gore-pa-gore kudzikira kwe44.05%.
Iyo yese maindasitiri cheni kuwedzera, kuderedzwa kwemitengo, zvichikonzera kusasimba kwekuita
Sezvo aphotovoltaic plate musika capitalization yemabhizinesi epamusoro, asiwo musilicon wafer, bhatiri, module matatu links kugadzirwa kwesimba, kutakura kunoiswa pakati pepamusoro pekubatanidzwa kweanotungamira, LONGi Green Energy's mhedzisiro yekushandisa yagara ichionekwa seimwe yeindasitiri. mhepo vane, iyo indasitiri cheni kumusoro nekudzika kwekuita kwemutengo wemasheya emabhizinesi mazhinji zvakare ine simba rakakura.
Sekureva kwemushumo, kunyangwe kukura kwegore-pa-gore mukukwanisa kugadzira uye kutengesa kwakatsigira kukura kwakanaka kweLONGi Green Energy's mari uye net purofiti muzvikamu zvitatu zvekutanga, gore-pa-gore uye gore-pa-gore kuita mu. chikamu chechitatu chakanga chisina kusimba kudarika zvinotarisirwa nemusika.Chirevo chinopfupikisa zvikonzero zvikuru zvekudzikira kwemubairo sezvizvi: kudzikira kwemari yekudyara uye kuwana kwekuchinjana, kuwedzera kwekurasikirwa kwezvinhu, kuwedzera kwemari yekutsvagisa nekusimudzira, uye kukanganisa kwekukurumidza kwekuita kwekubhadhara-kwakavakirwa.Iyi imhinduro yechinangwa kune yazvino mamiriro eiyo PV indasitiri chain overcapacity uye kuderera kwemutengo.
Muchikamu chesilicon chepamusoro, mari yakananga yeLONGi Green Energy inowanzobva mumari yekudyara yekutora chikamu muYunnan Tongwei, nekuda kwekuramba kuderera kwemutengo wesilicon gore rino, chikamu chemari yekudyara chakaderera.Sekureva kwemushumo, mari yekudyara yekambani kubva kune vanobatana uye mabizinesi akadonha 32.2% gore-pagore.
Sezvo silicon wafer yekugadzira simba "hombe", silicon zvinhu mutengo wakadzikira unobatsira silicon yakavhurika purofiti nzvimbo, asi silicon wafer chinongedzo nekuda kwekuwanda kweindasitiri kunokonzerwa nekudzikiswa kwemitengo asi yakauya zvishoma kupfuura silicon zvinhu "yakaderera".
LONGi Green Energy report yemari, nekuwedzera nekukurumidza kwehunyanzvi hwekugadzira muzvikamu zvese zveindastiri cheni uye kuenderera kuderera kwemitengo yemaindasitiri, makwikwi eindasitiri yePV akawedzera.Zvinoenderana neInfo Link's ichangoburwa data, ichangoburwa P-mhando M10, N-mhando 182mm monocrystalline silicon wafer average transaction mutengo we2.54 yuan / chidimbu, 2.59 yuan / chidimbu, zvichienzaniswa nekutanga kwegore yakaderera kupfuura 25%.Vamwe veindasitiri vemukati vanoti huwandu hwese hwekushandisa kwesilicon wafer chirimwa chingave chakaderera pane 80%, kuti inventory yakawanda uye yakawanda ive iyo huru mutsara wepfungwa, vagadziri vazhinji vanoda kwazvo kutumira nemitengo yakaderera, mutengo wazvino wesilicon wafer une. akabata break-even point yemamwe mabhizinesi.Kunyangwe iyo yazvino maonero eiyo LONGi yakasvibira simba silicon wafer kutanga mwero yakakanganiswa nediki, asi yakaramba yakaderera mitengo zviri pachena yakadzvanya purofiti yayo.Kune maitiro echikamu chechina, Jibang Consulting mutongo wekuti wafer mitengo pabhodhi, kudzika kwekutenga kunoda shrinkage, iyo yekumusoro mutengo wedivi rekushaikwa kwerutsigiro, wafer mitengo kana zvichanetsa kumisa maitiro ekudzika.
Imwe nzvimbo yakakosha yeLONGi yakasvibira simba zvikamu zviri kutarisanawo nekaviri kukanganisa kwekuwandisa uye kudonha kwemitengo.Sekureva kwemushumo wezvemari, muzvikamu zvitatu zvekutanga zve2023, LONGi Green Energy yakawona monocrystalline chikamu chekutakura che43.53GW, iyo 16.89GW yezvikamu zvakatumirwa muchikamu chechitatu, kunyangwe gore-pa-gore kuvandudzwa, asi zvishoma pane zvaitarisirwa zvichienzaniswa. kusimba rayo rekugadzira, dambudziko rekudzokera shure kwave kubuda.Uye yazvino chikamu musika anotyisa mutengo hondo kwete chete compressed LONGi girini simba chikamu shipments, asi zvakare yakakonzera kwayo kuderera.Pakutanga, batch yechitatu yeHuadian Group's 2023 PV module yekuunganidza yaive nenhoroondo yakaderera yemadhora 0.993/W.Zvinoenderana nedata reInfoLink, mutengo wekuuraya wechikamu waivewo wakadzikira semadhora 1.05/W.Mukupindura mamiriro ezvinhu aya, Liu Yuxi, purezidhendi weLONGi Green Energy's China mudunhu redhipatimendi, nguva pfupi yadarika akataura pachena kuti kudonha kwemutengo kwegore rino kwakapfuura zvaitarisirwa nebhizinesi, uye inogona kunzi "kuvhunduka kudonha", uye akataura izvozvo. mutengo wechikamu wakawira pasi pe1 yuan zvinoreva kuti mutengo chaiwo.Liu Yuxi akataurawo pachena kuti hondo yemazuva ano yemutengo iripo musimba remanyepo enhema, silicon, firimu, furemu kuonda uye zvimwe zvisingadiwe, indasitiri yese ine kukanganisa.
Ramba uchibheja paBC bhatiri tekinoroji nzira, purofiti inoramba ichionekwa
Kuwedzera kune wave kuwedzera kwekugadzirwa, mutengo wehondo, chikamu chechipiri chegore rino, iyo PV indasitiri yechiitiko chepamusoro-soro chiitiko cheLONGi chiziviso chekubheja paBC bhatiri tekinoroji nzira, pamberi petitanium media app yakateedzerawo mamiriro akakodzera. (Zvose muBC bhatiri.)!"Mureza weLONGi uri kubhururuka kumusoro, iyo PV melee ichaendepi? LONGi zvakare kanda BC nzira heavy announcement,photovoltaicbhatiri nzira yehondo iri kuzara).
Mumushumo wechitatu wekota, LONGi Green Energy yakaratidza zvakare kutsunga kwayo kusimudzira zvine simba tekinoroji yeBC, ichishuma kuti kambani yakatarisana nekuvandudza uye maindasitiri ehunyanzvi hwepamusoro hweBC tekinoroji panguva yekubika, uye yakaramba ichivandudza goho uye shanduko. kushanda zvakanaka kweHPBC zvigadzirwa mukugadzirwa kwakawanda.Nekutsvagisa kwakadzama uye kusimudzira kwehunyanzvi hweBC tekinoroji uye kufambira mberi kwekugadzirwa kwesimba rekugadzira, kugona kwekugadzira kwepamusoro mashandiro eHPBC pro masero anotarisirwa kuiswa mukugadzirwa mukupera kwa2024.
Nekudaro, parizvino, muchizvarwa chechitatu N-mhando yebhatiri tekinoroji nzira gakava, TOPCon musasa mashandiro ari nani.
Maererano nekambani ichangobva kubudiswa migumisiro yemari, TOPCon musasa "mutakuri wemureza" Jinko Solar (688223.SH) muzvikamu zvitatu zvekutanga zvekushandisa mari ye85.097 bhiriyoni yeyuan, kuwedzera kwe61.25% gore negore;kuwana purofiti ye6.354 bhiriyoni yuan, kuwedzera kwe279.14% gore-pagore.Pakati pavo, chikamu chechitatu chakawana purofiti ye2.511 bhiriyoni yuan, yakakwira 225.79% gore-pagore.Kambani iyi yakatiwo kuwedzera kwechikamu cheN-mhando yekutakura ndicho chimwe chezvikonzero zvikuru zvekuwedzera kwepurofiti.Imwe hofori yeTrina Solar (688599.SH) yakawedzerawo kaviri purofiti yayo muzvikamu zvitatu zvekutanga, kusanganisira purofiti ye1.537 bhiriyoni yeyuan muchikamu chechitatu, kuwedzera kwegore negore kwe35.67%.Pamusoro pezviri pamusoro mubhatiri, zvikamu zvine yakadzama dhizaini yebhizinesi, tarisa kune TOPCon bhatiri Junda shares (002865.SZ) akawanawo purofiti yekukura-inotarisirwa kukura, chikamu chekutanga chekambani chetatu chemubairo gore-mberi. -gore kukura kwe299.21%, iyo yechitatu yekota yakasvetuka 396.34%.
Parizvino, photovoltaic bhatiri iteration kumhanya iri kukurumidza, chizvarwa chechitatu cheN-mhando yebhatiri musika inoramba ichikwira, "kuchinja kwedynasties" panguva iyoyo, LONGi Green Energy yakaisa mari yakawanda yeR & D inodhura kubheja pane purofiti. yeBC tekinoroji nzira, ingave kutungamira mukuyera kweTOPCon zvigadzirwa, "kukotama mugwagwa kuti upfuure! "Zvinoramba zvichionekwa.
Pamusoro peruzivo rwuri pamusoro, gwaro rezvemari rakaburitsawo kuti kubuda kwemari yekambani kubva kumabasa ekushanda mukota yechitatu kwakadzikira ne54.23%, kunyanya nekuda kwekuwedzera kwekubhadhara kwekubhadhara kwakawedzera, kuderera kwehukama mumarisiti epamberi.Pamusoro pezvo, maererano neOriental Wealth Choice data, kurasikirwa kweasset kwekambani kwe1.099 bhiriyoni yuan mukota yechitatu, kuwedzera kwe852 miriyoni yuan zvichienzaniswa nenguva yakafanana gore rapfuura.
Gumiguru 30 isati yaburitswa mushumo wekota yechitatu, LONGi green energy stock mutengo wakavharwa pa25.16 yuan / share, yakakwira 0.72% pamusoro pezuva rapfuura rekutengesa, zvichienzaniswa nekutanga kwegore 49.08 yuan / chikamu chepamusoro chadonha 48.8 %;iyo yazvino yemusika capitalization ye190.7 bhiriyoni yuan, kunyangwe ichiri yephotovoltaicplate absolute "chair", asi zvichienzaniswa nehuwandu hwemusika hunopfuura 500 bhiriyoni yuan muna 2021, musika wekambani capitalization inopfuura 500 bhiriyoni yuan.2021 kupfuura 500 bhiriyoni kukosha kwemusika kwakaderera kupfuura 60%.
Muchikamu chetatu chetatu chetatu panguva imwecheteyo, Longi Green Energy yakazivisawo kuti sachigaro wekambani Zhong Baoshen anotarisira mamirioni zana yuan - 150 miriyoni yuan kuwedzera migove yekambani, kubva muna Gumiguru 30, 2023, Zhong Baoshen inobata zvikamu makumi mapfumbamwe nezvisere nemazana matatu nemakumi matatu nemazana matatu nemakumi matatu nemazana matatu nemazana matatu nemakumi matatu nemazana matatu. iyo kambani, inoverengera nhamba yese yezvikamu zvekambani 1.3%.Longi Green Energy yakataurawo kuti kuwedzera kwemugove weZhong Baoshen kunobva pakuvimba kwekambani yakagadzikana uye yakagadzikana budiriro mune ramangwana uye kucherechedzwa kwekukosha kwekudyara kwenguva refu, nechinangwa chekuchengetedza zvido zvevagovani uye kuwedzera kuvimba kwevanodyara mari.
Tag: #Longi #photovoltaic#Longiprice #Longi maka pasi #Longi overcapacity
Nguva yekutumira: Nov-14-2023