Sab saum toj 10 Cov Kwv Tij Loj hauv PV Kev Lag Luam

Thoob plaws hauv txoj kev lag luam photovoltaic, "tus tij laug" hauv txhua qhov txuas tau nyiam ntau yam. Lawv yog cov cuab yeej cuab tam ntawm kev lag luam subdivided thiab tseem yog cov lag luam hnub qub hauv kev lag luam photovoltaic. Daim ntawv no tshwj xeeb txheeb tawm TOP kaum lub lag luam hauv cov kev sib txuas. Nws yuav tsum tau hais tias qhov qeb duas kuj txawv nrog cov ntaub ntawv ntawm kev koom nrog kev ntsuam xyuas. Qhov qeb duas hauv daim ntawv no tsuas yog siv rau kev siv xwb.

1. Silicon khoom -- Yongxiang Shares

Nyob rau hauv kaum xyoo dhau los, silicon dynasty tau hloov ntau zaus. Nyob rau hauv 2013, Jiangsu Zhongneng, ib tug subsidiary ntawm GCL-Poly (tam sim no renamed GCL-Tech), tshaj Wacker ntawm lub teb chaws Yelemees los ua "thawj kwv tij". Nws muaj peev xwm tsim tau polysilicon txhua xyoo mus txog 65, 000 tons, thiab nws tau nyob rau thawj xyoo tom qab ntawd.

Thaum pib ntawm 2018, kev hloov pauv pib tshwm sim. Lub peev xwm ntawm polysilicon ntau lawm ntawm Yongxiang Shares hauv Tongwei Group tau nce los ntawm 20, 000 tons hauv 2017 txog 80,000 tons los ntawm qhov kawg ntawm 2018, tshaj li ntawm 70, 000 tons ntawm Jiangsu CNG. . Txawm li cas los xij, GCL tseem tuav txoj haujlwm saum toj kawg nkaus thaum ua ke nrog 60,{10}} tons ntawm Xinjiang GCL muab tso rau hauv ntau lawm. Txawm li cas los xij, nyob rau lub quarter thib plaub ntawm 2019, 31.5 feem pua ​​​​stakes hauv Xinjiang GCL tau pauv.

Xyoo 2020, GCL tau pib hloov pauv los ntawm tus pas nrig-zoo li polysilicon rau granular silicon. Lub peev xwm ntawm pas nrig zoo li polysilicon hauv Jiangsu puag tau txo los ntawm 70, 000 tons rau 36, 000 tons, thiab lub peev xwm ntawm granular silicon tau nce mus rau 10, 000 tons los ntawm kawg ntawm lub xyoo. Tongwei nrawm nrawm rau txhua txoj hauv kev. Raws li lub peev xwm ntawm 80, 000 tons ntawm polysilicon thaum kawg ntawm 2020, Tongwei siv zog kom ncav cuag lub peev xwm ntawm 11.5 ~ 15 tons, 150, 000 ~ 220, 000 tons thiab 220, 000 ~ 290, 000 tons ntawm polysilicon hauv 2021, 2022 thiab 2023 raws li.

Tam sim no, txawm tias muaj peev xwm lossis cov khoom tsim tawm, Yongxiang koom nrog zaum ruaj "tus tij laug". Thaum kawg ntawm 2021, Yongxiang lub peev xwm ntawm polycrystalline silicon ntau lawm tau mus txog 180, 000 tons, thiab tag nrho cov peev txheej ntawm cov haujlwm hauv kev tsim kho yog 170, 000 tons. Ntawm lawv, Baotou Phase II project ntawm 50, 000 tons yuav tsum tau muab tso rau hauv kev ua haujlwm hauv 2022, Leshan Phase III project ntawm 120, 000 tons yuav tsum tau muab tso rau hauv 2023, thaum lub peev xwm ntsuas yuav ncav cuag 350,{12}} tons, deb tshaj qhov kev npaj peb xyoos dhau los.

GCL, tau kawg, txuas ntxiv mus thawj koom ruam ntawm granular silicon, thiab cov ntaub ntawv tseeb qhia tau tias GCL muaj peev xwm ua haujlwm tag nrho ntawm 100,000 tons ntawm granular silicon.

2. Silicon Wafer -- Longji & Zhonghuan

Nyob rau hauv keeb kwm ntev ntawm lub ntiaj teb no silicon wafer, "GCL Kingdom" kuj dominated rau ntau xyoo. Txawm li cas los xij, nrog kev ua tiav ntawm ib qho siv lead ua tus nqi kev ua tau zoo, Longji Green tuaj yeem coj "baton", CMC shares ua raws, ib leeg siv lead ua "ob tug txiv neej" qauv txij thaum ntawd los.

Thaum kawg ntawm 2021, Longi's monocrystalline silicon wafer muaj peev xwm ntau lawm tau mus txog 105GW, uas kuj yog thawj silicon wafer tuam txhab uas muaj peev xwm ntau lawm tshaj 100. Lub hom phiaj ntau lawm muaj peev xwm yog 150GW nyob rau hauv 2022.

Lub peev xwm sib txawv ntawm Zhonghuan thiab Longi yuav ncav cuag 30GW feem ntau hauv 2020. Tab sis tib lub sijhawm, CMC tau ua ob "killer apps". Ib qho yog qhov tso tawm ntawm G12 (210mm) super-loj silicon wafer hauv 2019, uas ib zaug rov qhib qhov kev tsis sib haum xeeb ntawm qhov loj ntawm silicon wafer. Qhov thib ob, tom qab qhov kawg ntawm kev hloov pauv tswv yim sib xyaw hauv xyoo 2020, TCL Corporation yuav dhau los thiab Central District yuav hloov pauv los ntawm lub xeev cov tuam txhab lag luam mus rau tus kheej. Ntawm no, Central qhib muaj peev xwm "acceleration".

Thaum Lub Ob Hlis 2021, CMC tshaj tawm kev tsim kho ntawm 50GW (G12) hnub ci qib monocrystalline silicon cov khoom ntse Hoobkas thiab lwm yam kev txhawb nqa kev lag luam hauv Yinchuan, Ningxia. Qhov project pib thaum Lub Peb Hlis 2021 thiab xav tias yuav pib tsim khoom thaum kawg ntawm lub xyoo no.

Thaum lub Tsib Hlis 2022, CMC tau hloov kho qhov kev nrhiav nyiaj txiag dua. Cov nyiaj seem qub tau npaj los nqis peev hauv "Cov Kab Ntau Lawm Project ntawm 8-12 inch semiconductor silicon wafers rau kev sib koom ua ke" yog tag nrho siv rau kev tsim kho "DW Phase IV Project", thiab txhua xyoo muaj peev xwm ntawm 30GW. Hnub ci photovoltaic silicon wafers (G12) tau nce.

Raws li CMC nthuav tawm, lub peev xwm ntawm silicon wafer yuav tsum ncav cuag 140GW hauv 2022, nrog rau Lungi.

3. Daim ntawv roj teeb -- Tongwei Hnub Ci

Tuav lub silicon "tus tij laug", Tongwei shares kuj muaj lwm tus neeg tua neeg loj -- hnub ci hlwb, uas yog ua los ntawm Tongwei Hnub Ci.

Nyob rau hauv 2016, nyob rau hauv qeb ntawm cov kws tshaj lij hnub ci cell manufacturers los ntawm peb-tog koom haum, Tongwei Hnub Ci dhia mus rau thawj qhov chaw nrog 3.4GW. Nyob rau hauv 2018, Tongwei Hnub Ci tau tuav lub baton los ntawm ntsug kev koom ua ke ntawm cov chaw tsim khoom loj, thiab dhau los ua lub ntiaj teb cov khoom siv hnub ci loj tshaj plaws, thiab "ua raws li cov lus cog tseg" txog tam sim no.

4. Cheebtsam -- Longi nplooj

Raws li lub davhlau ya nyob twg kev nthuav qhia ntawm photovoltaic thev naus laus zis, photovoltaic modules tau nyiam ntau yam, thiab cov qauv coj ua tau zoo heev. Raws li kev xa khoom ntim ntim, cov khoom sib hloov ntau zaus. Xyoo 2020, tom qab silicon wafer, Longi Green Energy lub roj teeb module nkoj Longi Leye tau ua tiav cov khoom pov thawj, dhau los ua "ob" tus yeej ntawm silicon wafer thiab tivthaiv.

Hauv thawj peb lub hlis twg ntawm lub xyoo no, Longi txuas ntxiv khav theeb kev vam meej nrog ntau dua 30GW ntawm cov khoom xa tuaj.

Nws yog tsim nyog sau cia tias Longi nyuam qhuav pib HPBC tivthaiv cov khoom tshiab, hauv kev lag luam N hom boom, Longi tshiab thev naus laus zis tuaj yeem yog lwm txoj hauv kev tshiab tsim nyog tos ntsoov rau.

5. iav -- Xinyi Lub Teeb Zog & Follett

Raws li cov khoom ntim ntawm photovoltaic module, lub zog thiab kev xa tawm ntawm photovoltaic iav ncaj qha txiav txim siab lub neej thiab lub zog tsim hluav taws xob ntawm photovoltaic module.

Ua ntej 2006, lub photovoltaic iav lag luam tau pib monopolized los ntawm plaub lub tuam txhab txawv teb chaws: Fabkis Saint-Gobain, Britain Pilkington (tom qab ntawd tau los ntawm daim iav), Nyiv Asahi iav thiab Nyiv daim iav, thiab tus nqi ntshuam yog siab li 80 yuan / square. meter los yog ntau tshaj. Tom qab xyoo 2016, cov iav photovoltaic hauv tsev tau pib hloov cov khoom lag luam, thiab dhau los ua lub ntiaj teb tus tsim khoom loj tshaj plaws ntawm cov iav photovoltaic.

Photovoltaic iav manufacturers, Xinyi Lub Teeb Zog thiab Follette, ob lub tuam txhab loj ntawm kev lag luam feem ntau tshaj 50 feem pua, photovoltaic iav "ob chav hegemony" qauv tau ruaj khov rau ntau xyoo. Raws li lub Rau Hli 30, 2022, Xinyi Solar thiab Follett's photovoltaic iav muaj peev xwm tsim tau 16,800 tons hauv ib hnub thiab 15,800 tons hauv ib hnub, feem.

6. Adhesive zaj duab xis -- Foster

Photovoltaic zaj duab xis yog ib qho tseem ceeb ntim cov khoom ntawm photovoltaic modules, plays lub luag hauj lwm nyob rau hauv ntim thiab kev tiv thaiv ntawm solar cell modules, yuav txhim khu lub photoelectric conversion efficiency ntawm modules, thiab ntev kev pab cuam lub neej ntawm modules.

Raws li hom thev naus laus zis, cov yeeb yaj kiab photovoltaic feem ntau suav nrog EVA zaj duab xis thiab POE zaj duab xis, qhov qub muaj EVA zaj duab xis dawb thiab pob tshab EVA zaj duab xis, thiab tom kawg muaj POE zaj duab xis ntshiab thiab co-extruded POE zaj duab xis. Tam sim no, lub hauv paus ntawm kev ua lag luam tseem yog EVA zaj duab xis, tab sis nrog kev tsim khoom loj ntawm N-hom thev naus laus zis, qhov kev thov rau POE zaj duab xis nrog cov dej tsis zoo thiab PID kuj maj mam nce.

Raws li cov iav photovoltaic, kev lag luam feem ntawm photovoltaic zaj duab xis ua lag luam yog ntau tshaj 50 feem pua. Tab sis nrog cov iav photovoltaic "ob chav hegemony" qauv yog txawv, ntau tshaj 50 feem pua ​​​​ntawm photovoltaic zaj duab xis kev lag luam qhia los ntawm Foster ib leeg.

Xyoo 2021, Foster's photovoltaic zaj duab xis muag ntim tau txog 967,7984 square metres, nce 158 feem pua ​​​​piv rau xyoo 2015.

Lwm cov yeeb yaj kiab tseem ceeb kuj suav nrog Swecker, Saiwu Technology, Parknage, Xiangbang thev naus laus zis thiab lwm yam.

7. Backboard -- Suav koom

Lub "peb musketeers" ntawm photovoltaic backpanels -- Sewu Technology, Tuam Tshoj Lai Tshuag thiab Mingguan Cov Khoom Tshiab -- yuav suav rau ntau dua 60 feem pua ​​​​ntawm kev ua lag luam thoob ntiaj teb xyoo 2020.

Nyob rau hauv 2021, qhov muag ntim ntawm Zhonglai backboard mus txog 167,859,400 square meters, tshaj ntawm Sewu Technology 131,206,700 square meters, ua tus thawj coj tshiab ntawm backboard.

Raws li kev tshaj tawm nyiaj txiag, lub tuam txhab tsom mus rau ob sab coated backboards, uas nws cov khoom xa tuaj rau ntau dua 63 feem pua ​​​​ntawm tag nrho cov khoom xa tuaj txhua xyoo hauv 2021. Thaum kawg ntawm 2021, Zhonglai muaj peev xwm tsim tau txhua xyoo ntau dua 170 lab square meters. , uas tuaj yeem txhawb nqa ze li ntawm 40GW ntawm cov khoom. Tsis tas li ntawd, Zhonglai Shares kuj layout N-hom TOPCon high-efficiency roj teeb modules thiab tsev neeg faib photovoltaic kev loj hlob lag luam.

8. Inverter -- Hnub Ci Fais Fab & Huawei

Pv inverter "dej thiab pas dej", vim hais tias cov ntaub ntawv xa khoom tsis yog qhib tag nrho, yog li cov qeb duas muaj kev tsis sib haum xeeb, tab sis qhov tsis txaus ntseeg super thawj-kab kev lag luam tsis yog Sunshine fais fab thiab Huawei, ob qho tib si ntawm lub ntiaj teb kev lag luam feem ntau tshaj 20 feem pua. , ua los ntawm cov npoo loj.

Raws li cov ntaub ntawv raug cai, xyoo 1998, photovoltaic inverter ntawm nws tus kheej tsim los ntawm Hnub Ci Fais Fab yog thawj zaug siv rau txoj kev tsheb ciav hlau nyob rau sab qab teb Xinjiang. Nyob rau hauv 1999, thawj sinusoidal inverter rau lub hwj chim system tau tsim nyob rau hauv Suav teb. Nyob rau hauv 2003, thawj photovoltaic inverter nrog ywj siab tswv cuab txoj cai tau txuas nrog rau daim phiaj rau lub zog tsim nyob rau hauv Suav teb. Raws li lub Rau Hli 30, 2022, Hnub Ci Zog tau sau ntau dua 269GW ntawm cov cuab yeej siv hluav taws xob teeb tsa hauv ntiaj teb kev ua lag luam.

Huawei nkag mus rau lub photovoltaic inverter tsuas yog txog kaum xyoo, tuav lub banner ntawm pawg inverter, tsis tsuas yog rewritten tag nrho cov qauv ntawm photovoltaic inverter lag luam, tab sis kuj coj lub tswvyim innovation ntawm lub inverter lag luam nrog nws kev tawm tswv yim ntawm digitalization thiab txawj ntse.

9. Taug qab bracket -- Zhongxinbo

Module, inverter, bracket, photovoltaic fais fab chaw nres tsheb "peb loj". Raws li qhov tseem ceeb "skeleton" ntawm qhov chaw nres tsheb fais fab photovoltaic, lub bracket tau txhawb nqa kev nyab xeeb thiab cov nyiaj tau los ntawm lub chaw nres tsheb fais fab rau 25 xyoo.

Kev taug qab bracket yog dav lees paub rau qhov nce ntawm photovoltaic lub zog tsim hluav taws xob, tab sis nyob rau hauv kev lag luam hauv tsev, cov nqi kev ua tau zoo thiab kev ntseeg siab tseem yuav tawg. Nyob rau hauv lub ntiaj teb no nrhiav bracket qeb duas, Zhongxinbo nyob rau saum toj. Cov ntaub ntawv nyiaj txiag qhia tias xyoo 2021, Zhongxinbo photovoltaic bracket xa khoom yog kwv yees li 6.51GW, suav nrog kev xa khoom hauv tsev ntawm 4.94GW thiab kev xa tawm txawv teb chaws ntawm 1.57GW. Raws li hom thev naus laus zis, kev xa khoom ntawm kev taug qab bracket yog li 2.33GW thiab qhov ruaj khov bracket yog 4.18GW.

Tsis tas li ntawd, cov tuam txhab ua lag luam taug qab stent tseem suav nrog TRW Kev Tshawb Fawb, Hengsheng Technology, Jiangsu Guoqiang thiab lwm yam.

10. Photovoltaic power station investor -- State Power Investment & Chint Tshiab Zog

Thaum kawg ntawm lub Cuaj Hli xyoo no, Tuam Tshoj Fais Fab Kev Lag Luam, lub ntiaj teb loj tshaj plaws photovoltaic fais fab kev lag luam, tau teeb tsa ntau tshaj 45GW ntawm photovoltaic zog, ruaj khov nyob rau hauv lub ntiaj teb no "loj" ntawm photovoltaic zog. Los ntawm 2019 txog 2021, qhov sib sau ua ke ntawm cov chaw tsim hluav taws xob photovoltaic tau nce 113 feem pua.

"tus tij laug" ntawm cov chaw nres tsheb photovoltaic ntiag tug yog Chint Tshiab Zog. Thaum kawg ntawm lub Cuaj Hli Ntuj, Chint lub teb chaws PV fais fab nroj tsuag nplai tau nce mus rau 11.1GW, uas tseem yog thawj lub lag luam ntiag tug nrog lub zog cog hluav taws xob ntau dua 10GW. Nyob rau hauv lub teev ntawm photovoltaic fais fab chaw nres tsheb tshaj 11GW, faib photovoltaic fais fab chaw nres tsheb ntau tshaj 10GW, nrog rau me me kev lag luam thiab coj mus muag faib fais fab chaw nres tsheb 1.12GW, tsev neeg photovoltaic 9.03GW.