dziwitsani:
Madzulo a October 30,photovoltaic kutsogolera LONGi wobiriwira mphamvu (601012.SH) anamasulidwa 2023 zotsatira atatu kotala ndalama, kampani anazindikira ntchito ndalama za yuan biliyoni 94.100 mu kotala atatu oyambirira, kuwonjezeka kwa 8,55% pachaka;magawo atatu oyambirira kuti apeze phindu la yuan biliyoni 11.694, kuwonjezeka kwa 6.54% chaka ndi chaka;amene, mu kotala lachitatu kukwaniritsa ntchito ndalama za yuan biliyoni 29.448, pansi 18,92%;kotala lachitatu kuti akwaniritse phindu lonse la 2.515 biliyoni ya yuan, kutsika ndi 44.05% pachaka.18.92%;gawo lachitatu linapeza phindu lokwana 2.515 biliyoni, kutsika kwa chaka ndi 44.05%.
Kukula kwaunyolo wonse wamafakitale, kutsika kwamitengo, kumabweretsa kufooka kogwira ntchito
Monga aphotovoltaic mbale msika capitalization wa mabizinezi apamwamba, komanso mu pakachitsulo chowira, batire, gawo atatu maulalo mphamvu kupanga, katundu ali pa nambala pakati pa kusakanikirana kutsogolera, LONGi Green Energy zotsatira ntchito nthawi zonse ankaona ngati mmodzi wa makampani. mphepo vane, unyolo wamakampani kumtunda ndi kumunsi kwa magwiridwe antchito amtengo wamabizinesi ambiri alinso ndi chikoka chachikulu.
Malinga ndi lipotilo, ngakhale kuti chaka ndi chaka kukula mu mphamvu kupanga ndi malonda anathandiza kukula zabwino LONGi Green Energy ndalama ndi phindu ukonde mu magawo atatu oyambirira, chaka ndi chaka ndi chaka ndi chaka ntchito mu gawo lachitatu linali lofooka kwambiri kuposa zomwe msika unkayembekezera.Lipotili likufotokozera mwachidule zifukwa zazikuluzikulu za kutsika kwa phindu lonse motere: kuchepa kwa ndalama zomwe amapeza komanso phindu losinthana nawo, kuwonjezeka kwa zinthu zomwe zatayika, kuwonjezeka kwa ndalama zomwe zimakhudzidwa ndi kafukufuku ndi chitukuko, komanso zotsatira za kufulumira kwa malipiro otengera magawo.Uku ndikuyankhira kolinga ku momwe zinthu zilili panopa pakuchulukira kwamakampani a PV komanso kutsika kwamitengo.
Pa ulalo wa silicon wakumtunda, ndalama za LONGi Green Energy zachindunji zimachokera ku ndalama zomwe zimalowa Yunnan Tongwei, chifukwa chakutsika kwamitengo ya silicon chaka chino, gawo la ndalama zomwe amapeza ndi lochepa.Malinga ndi lipotilo, ndalama zomwe kampaniyo idapeza kuchokera kwa anzawo ndi mabizinesi adatsika ndi 32.2% pachaka.
Monga silicon wafer kupanga "chachikulu", kutsika kwamitengo ya silicon kumathandizira kuti pakhale phindu lotseguka la silicon, koma ulalo wa silicon wafer chifukwa chakuchulukira kwamakampani chifukwa cha kutsika kwamitengo koma zidabwera pang'ono kuposa zinthu za silicon "zotsika".
Lipoti lazachuma la LONGi Green Energy, ndi kukulirakulira kwamphamvu kwatsopano m'magawo onse a unyolo wamakampani ndi kutsika kosalekeza kwamitengo yamakampani, mpikisano wamakampani a PV wakula kwambiri.Malinga ndi deta yaposachedwa ya Info Link, P-mtundu waposachedwa wa M10, N-mtundu wa 182mm monocrystalline silicon wafer avareji mtengo wa 2.54 yuan / kagawo, 2.59 yuan / kagawo, poyerekeza ndi chiyambi cha chaka ndi otsika kuposa 25%.Ogwira ntchito m'mafakitale ena amanena kuti kuchuluka kwa ntchito ya silicon wafer plant mwina inali yosakwana 80%, kuti mudziwe zambiri kukhala mzere waukulu wamalingaliro, opanga ambiri amafunitsitsa kutumiza pamitengo yotsika, mtengo wamakono wa silicon wafer uli nawo. adakhudza kutha kwa mabizinesi ena.Ngakhale panopa maganizo a LONGi wobiriwira mphamvu pakachitsulo kachitsulo chopingasa chiyambi mlingo anakhudzidwa ndi ang'onoang'ono, koma anapitiriza otsika mitengo mwachionekere pofinyidwa phindu lake.Pamayendedwe a kotala yachinayi, chigamulo cha Jibang Consulting chomwe mitengo yamtengo wapatali pagulu lonselo, kutsika kwamitengo yotsika mtengo, kutsika kwamitengo ya kusowa kwa chithandizo, mitengo yopyapyala kapena kudzakhala kovuta kuyimitsa kutsika.
Udindo wina wofunikira wa zigawo za LONGi zobiriwira zamphamvu zikukumananso ndi zotsatira za kuchulukira komanso kutsika kwamitengo.Malinga ndi lipoti la zachuma, m'magawo atatu oyambirira a 2023, LONGi Green Energy anazindikira kutumiza kwa monocrystalline chigawo cha 43.53GW, chomwe 16.89GW cha zigawo zake chinatumizidwa m'gawo lachitatu, ngakhale kusintha kwa chaka ndi chaka, koma zochepa kuposa zomwe zinkayembekezeredwa pakupanga kwake, vuto la zotsalira za zinthu zayamba.Ndipo panopa chigawo msika woopsa mtengo nkhondo osati wothinikizidwa LONGi wobiriwira mphamvu chigawo katundu katundu, komanso chifukwa katundu wake kuchepa.M'mbuyomu, gulu lachitatu la Huadian Group's 2023 PV module lotolera linali lotsika kale $0.993/W.Malinga ndi data ya InfoLink, mtengo wophatikizidwira nawo unali wotsika ngati $1.05/W.Poyankha izi, Liu Yuxi, pulezidenti wa dipatimenti ya LONGi Green Energy ku China, posachedwapa adanena poyera kuti mtengo wamtengo wapatali wa chaka chino unaposa zomwe kampaniyo ikuyembekeza, ndipo ikhoza kutchedwa "kugwa kwa mantha", ndipo adanena kuti. chigawo mitengo inagwa pansi 1 yuan zikutanthauza kuti mtengo weniweni.Liu Yuxi adanenanso mosapita m'mbali kuti nkhondo yamtengo wapatali ilipo mu mphamvu zolembera zabodza, silicon, filimu, kupatulira chimango ndi zochitika zina zosafunika, makampani onse ali ndi zotsatira zoipa.
Pitirizani kubetcha pa njira yaukadaulo ya batri ya BC, phindu likuwonekerabe
Kuwonjezera funde la kuwonjezeka kupanga, mtengo nkhondo, theka lachiwiri la chaka chino, PV makampani kwambiri-mbiri chochitika ndi LONGi boma kulengeza kubetcha pa BC batire luso njira, pamaso pa titaniyamu TV app komanso anatsatira zinthu zoyenera. (Zonse mu BC batire.)!"Mbendera ya LONGi ikuwuluka m'mwamba, kodi PV melee ipita kuti?photovoltaicNkhondo ya njira ya batri ili pachimake).
Mu lipoti lachitatu la kotala, LONGi Green Energy adawonetsanso kutsimikiza mtima kwake kuti akhazikitse ukadaulo wa BC mwamphamvu, ikunena kuti kampaniyo imayang'ana pakukweza komanso kukulitsa luso laukadaulo waukadaulo wa BC panthawi yopereka lipoti, ndikupitiliza kupititsa patsogolo zokolola ndi kutembenuka. Kuchita bwino kwazinthu za HPBC pakupanga kwakukulu.Ndi kafukufuku wozama komanso chitukuko chaukadaulo wapamwamba kwambiri wa BC komanso kupita patsogolo kwa luso lopanga, mphamvu zopanga ma cell a HPBC ochita bwino akuyembekezeka kupangidwa kumapeto kwa 2024.
Komabe, pakadali pano, mkangano waukadaulo wa batri wamtundu wa N-mtundu wachitatu, TOPCon camp performance ndiyabwinoko.
Malinga ndi zotsatira za ndalama zomwe kampaniyo yatulutsa posachedwapa, TOPCon msasa "wonyamula mbendera" Jinko Solar (688223.SH) m'magawo atatu oyambirira a ndalama zogwirira ntchito za 85.097 biliyoni ya yuan, kuwonjezeka kwa 61.25% pachaka;kuti akwaniritse phindu la yuan biliyoni 6.354, kuwonjezeka kwa 279.14% chaka ndi chaka.Mwa iwo, gawo lachitatu lidapeza phindu lokwana 2.511 biliyoni, kukwera 225.79% pachaka.Kampaniyo inanenanso kuti kuwonjezeka kwa gawo la katundu wa N-mtundu ndi chimodzi mwa zifukwa zazikulu zowonjezera phindu.Chimphona china cha Trina Solar (688599.SH) chinachulukitsanso phindu lake mu magawo atatu oyambirira, kuphatikizapo phindu la yuan 1.537 biliyoni m'gawo lachitatu, kuwonjezeka kwa chaka ndi 35.67%.Kuphatikiza pa zomwe zili pamwambazi mu batire, zigawo zake zimakhala ndi mawonekedwe ozama abizinesi, yang'anani pa TOPCon batire Junda shares (002865.SZ) adapezanso phindu lakukula kopitilira muyeso, gawo loyamba lamakampani atatu kotala la phindu la chaka -chaka kukula kwa 299.21%, pomwe gawo lachitatu linalumpha 396.34%.
Pakali pano, photovoltaic batire iteration liwiro ikupita patsogolo, m'badwo wachitatu wa N-mtundu batire gawo msika akupitiriza kukwera, "kusintha dynasties" pa nthawi, LONGi Green Energy padera ndalama zambiri R & D ndalama kubetcha pa phindu. ya njira yaukadaulo ya BC, kaya atsogolere pakukula kwa zinthu za TOPCon, "kupindika msewu kuti adutse! "Zikuwonekerabe.
Kuphatikiza pazidziwitso zomwe tafotokozazi, lipoti lazachuma lidawululanso kuti kuchuluka kwandalama kwakampani kuchokera kuzinthu zogwirira ntchito mgawo lachitatu kudatsika ndi 54,23%, makamaka chifukwa chakukula kwamalipiro oyendetsera ntchito, kuchepa kwapanthawi yolandila.Kuphatikiza apo, malinga ndi data ya Oriental Wealth Choice, kuwonongeka kwachuma kwa kampaniyo ndi yuan biliyoni 1.099 mgawo lachitatu, kuwonjezeka kwa yuan 852 miliyoni poyerekeza ndi nthawi yomweyi chaka chatha.
October 30 asanaulule lipoti la kotala lachitatu, LONGi green energy stock mtengo watsekedwa pa 25.16 yuan / gawo, mpaka 0.72% kuposa tsiku lapitalo la malonda, poyerekeza ndi chiyambi cha chaka 49.08 yuan / gawo lapamwamba latsika ndi 48.8 %;okwana msika capitalization wa 190.7 biliyoni yuan, ngakhale akadali kwaphotovoltaicmbale mtheradi "mpando", koma poyerekeza ndi mtengo msika wa yuan oposa biliyoni 500 mu 2021, msika capitalization kampani oposa biliyoni 500 biliyoni.2021 mtengo wamsika wopitilira 500 biliyoni watsika kuposa 60%.
M'mawu atatu a kotala nthawi yomweyo, Longi Green Energy adalengezanso kuti wapampando wa kampaniyo Zhong Baoshen akufuna kuti yuan miliyoni 100 - 150 miliyoni achulukitse magawo a kampaniyo, kuyambira pa Okutobala 30, 2023, Zhong Baoshen ali ndi magawo 98,358,300. kampaniyo, kuwerengera chiwerengero chonse cha magawo a kampaniyo 1.3%.Longi Green Energy adanenanso kuti kuwonjezeka kwa magawo a Zhong Baoshen kumachokera ku chidaliro cha chitukuko chokhazikika komanso chokhazikika cha kampaniyo m'tsogolomu komanso kuzindikira mtengo wamtengo wapatali wa nthawi yayitali, ndi cholinga choteteza zofuna za eni ake komanso kukulitsa chidaliro cha osunga ndalama.
Tag: #Longi #photovoltaic#Longiprice #Longi mark down #Longi overcapacity
Nthawi yotumiza: Nov-14-2023