PV & Zog Cia
WEEKLY MARKET BRIEFING
Kev tshuaj xyuas txhua lub limtiam ntawm txoj cai, tus nqi, cov haujlwm thiab thev naus laus zis - thiab nws txhais li cas rau koj qhov khoom
Cuaj hlis 28, 2026|Week 39 · Cuaj hlis 21 - 27, 2026
SINELINK · Market Intelligence
Ntawm ib sab
▪ EU tuav lub Kaum Ib Hlis 1 kab ntawm Suav inverters- Cov European Commission tau tsis lees txais kev hu xov tooj los ntawm cov tub ua lag luam thiab cov kev lag luam rov ua dua tshiab kom ncua lub Kaum Ib Hlis 1 hnub kawg. Txij li hnub ntawd, cov haujlwm txuas nrog - lossis txuas nrog - rau EU daim phiaj yuav tsum tsis suav cov inverters los ntawm cov neeg muag khoom uas muaj kev pheej hmoo siab -, nrog rau cov neeg muag khoom Suav xav tias yuav cuam tshuam. Lwm txoj kev - qhov rais muab khoom kaw.
▪Polysilicon cov nqi lag luam luam tawm dua- nce CNY 10,000 / t txij li Lub Xya Hli - Tuam Tshoj Silicon Kev Lag Luam Tuam Txhab tau rov pib ua lag luam txhua lub lim tiam tus nqi tshaj tawm thawj zaug txij li Lub Xya Hli 29: N- hom qws- qib nruab nrab CNY 43,000 / t thiab granular CNY 40,300 / t, roughly saum toj no lig -Lub Xya Hli theem. Kev lag luam kev lag luam yuav tsum poob mus txog 35% txij lub Kaum Hli.
▪ New York xaiv nws thawj qhov chaw cia khoom loj- NYSERDA tau txais txiaj ntsig Index Storage Credit daim ntawv cog lus rau yim lithium- ion tej yaam num tag nrho 950 MW / 4,360 MWh - kwv yees li 15% ntawm 6.3 GW bid - nrog cov nyiaj them txhua hli mus txog 15 xyoo thiab tag nrho cov haujlwm yuav them rau 30 thaum kawg-2.
▪ US AD / CVD ntawm Suav modules xaus hauv Canada- Canada's CITT tau txiav txim siab hnub poob thib ob ntawm Suav PV modules thiab laminates (Sep 17), tshem tawm 2021 lub luag haujlwm xaj. Cov kev ntsuas tau khiav txij li xyoo 2014. Lub khw muag khoom me me rau Tuam Tshoj, tab sis ib qho kev lag luam tsawg dua.
▪ Poland lub 2.4 GWh BYD- muab BESS tawg hauv av- Greenvolt Power pib tsim kho ntawm Siedlce, Poland, nrog BYD raws li cov khoom siv roj teeb - ib feem ntawm qhov dav dua 900 MWh nthwv dej ntawm txoj haujlwm pib thoob tebchaws Poland, Estonia thiab Lithuania. Suav hlwb tseem yeej European daim phiaj- nplai ua haujlwm txawm tias muaj suab nrov ntawm txoj cai.
▪ Cov chaw khaws ntaub ntawv tam sim no rub lub khw muag khoom hauv Asmeskas- Wood Mackenzie hais tias cov ntaub ntawv- qhov chaw tsim tawm tau txhawb nqa US BESS qhov kev xav thoob plaws txhua ntu, thiab Nvidia qhov kev tsim nyog tshiab rau AI cov chaw tam sim no suav nrog peb lub roj teeb cia. AI qhov kev thov tau dhau los ua cov khoom lag luam rau kev txiav txim cia.
Lub Limtiam hauv Cov lej
Lub lim tiam cov nuj nqis tseem ceeb hauv ib qho chaw, rau kev siv ceev ceev ua ntej cov ntsiab lus hauv qab no.
| Metric | Tus nqi | Nco tseg |
|---|---|---|
| N- hom polysilicon pauv nqi, pas nrig- qib | CNY 43,000/t | Thawj thawj lub limtiam luam tawm txij thaum Lub Xya Hli 29; nce ~ CNY 10,000 / t los ntawm lig Lub Xya Hli |
| Cia siab tias Tuam Tshoj polysilicon kev khiav hauj lwm tus nqi los ntawm Lub Kaum Hli | txog 35% | Kev tsim khoom- txiav cov phiaj xwm firming; kev txiav txim tseem tsis tau muaj pov thawj |
| Polysilicon yav tom ntej, daim ntawv cog lus tseem ceeb (Sep 24) | CNY 36,990 / t | Txuag 1.70% rau hnub; viav vias ntawm qhov tsis lees paub txiav - lus xaiv |
| EU hnub kawg tsis suav nrog siab - pheej hmoo - cov khoom siv hluav taws xob | Nov 1 | Commission tsis lees paub kev lag luam thov kom ncua (Sep 23) |
| NYSERDA thawj zaug khaws khoom plig khoom plig | 950 MW / 4,360 MWh | 8 ntawm 46 bids (6.3 GW / 30 GWh) xaiv; hauv kev pabcuam thaum kawg-2030 |
| Spain daim phiaj muaj peev xwm faib tau qhib | mus txog 11 GW | Tsuas yog - cov kev hloov pauv; kev sib tham Sep 24 - Oct 8 |
| EU- ua module nqi hwm vs Tuam Tshoj | txog + EUR 0.103 / W | SolarPower Europe / Fraunhofer ISE kwv yees; system LCOE ~ 14.5% siab dua |
| Greenvolt Poland BESS kev tsim kho pib | 2.4 GWG | BYD- muab; ~ 900 MWh nce ntxiv hauv CEE / Baltics |
| AEMO cov ntaub ntawv sib txuas, FY26 | 9.1 qw | Renewables ntxiv rau cia rau hauv Australia's NEM |
| Canada AD / CVD ntawm Suav modules | xaus | CITT xaus hnub poob tshuaj xyuas Sep 17; CBSA tau tso tseg kev sau cov dej num |
1. Txoj Cai & Kev Lag Luam Saib Xyuas
Teb chaws Europe - hnub kawg ntawm inverter tuav; CBAM tig mus rau hnub ci
▪ EU: Lub Kaum Ib Hlis 1 Lub Sijhawm tsis suav nrog rau siab - pheej hmoo - cov khoom lag luam inverters sawv.Txawm hais tias muaj kev thov rov hais dua los ntawm cov tub ua lag luam thiab cov kev lag luam rov ua dua tshiab rau lub sijhawm ntxiv, European Commission tau lees paub rau lub Cuaj Hlis 23 tias Lub Kaum Ib Hlis 1 hnub kawg yuav tsis txuas ntxiv. Txij hnub ntawd, cov haujlwm txuas lossis npaj yuav txuas mus rau EU daim phiaj yuav tsum tsis suav cov inverters los ntawm siab - cov neeg xa khoom pheej hmoo - nrog Suav inverter cov neeg muag khoom xav tias yuav poob rau hauv qeb ntawd - lossis hloov mus rau lwm qhov. Pawg Neeg Saib Xyuas hais tias tsis yog-Suav khoom muaj thiab lub zog- kev ruaj ntseg hauv vaj tse ua rau tus nqi. Yog tias koj lub raj xa hluav taws xob EU siv nyiaj EU, rov- xyuas kev ua raws inverter tam sim no.
▪EU: CBAM kev sib tham txoj haujlwm ntxiv hnub ci kho vajtse thawj zaug.Lub Cuaj Hlis 15, European Parliament tau txais nws txoj kev sib tham txog kev nthuav dav Carbon Ciam Teb Kho Mechanism, qhia meej ntxiv PV modules, hnub ci trackers thiab mounting systems rau CBAM daim ntawv teev npe thawj zaug. Qhov twg cov neeg xa khoom tuaj yeem tsis tuaj yeem muab cov kev ntsuas ntsuas ntsuas, qhov kev siv lub zog siv tau siv - nrog rau kev nplua sab saum toj - nce coefficients ntawm 10%, 20% thiab 30% rau 2026, 2027 thiab 2028 raws. Hnub tim Sep 15, ua ntej lub qhov rais qhia no, thiab tsis tau hais txog yav dhau los hauv qhov kev qhia luv luv no. Tseem yog txoj haujlwm sib tham, tsis yog txoj cai lij choj zaum kawg - tab sis cov lus qhia meej.
▪ Spain: 11 GW ntawm daim phiaj muaj peev xwm qhib rau kev faib.Lub Ministry rau Ecological Transition (MITECO), los ntawm lub koom haum rau kev hloov pauv, tau qhib ob qhov kev sib tham ua ntej rau lub Cuaj Hli 24 txhawm rau faib txog 11 GW ntawm daim phiaj siv hluav taws xob rau kev rov ua dua tshiab thiab khaws cia ntawm cov thee qub- thaj av nodes: ceev- taug qab cov txheej txheem rau 15 nodes, ntxiv rau kev sib tw sib tw rau 0killa nodes 4V thiab 20KV Guardo. Kev sab laj khiav mus txog Lub Kaum Hli 8. Madrid tseem tab tom npaj lub teb chaws muaj peev xwm ua lag luam kom them rov qab kev ruaj khov thiab hloov tau yooj yim los ntawm tiam thiab cia.
Tebchaws Asmeskas - ib lub qhov rooj kaw hauv Washington, lwm qhov qhib hauv Ottawa
▪ Canada: AD / CVD ntawm Suav modules raug txiav.Lub Cuaj Hlis 17, Canadian International Trade Tribunal tau xaus qhov kev tshuaj xyuas hnub poob thib ob ntawm kev tiv thaiv - dumping thiab countervailing lub luag hauj lwm ntawm Suav PV modules thiab laminates, tshem tawm lub luag hauj lwm daim ntawv txiav txim Mar 25, 2021. CBSA tau nres sau cov dej num, officially kaw cov kev ntsuas uas tau khiav txij li thaum 2017. tsis sau npe rau lub Cuaj Hli Ntuj dhau los no. Rau cov ntsiab lus: Suav module xa tawm mus rau Canada yog kwv yees li USD 10.96m / 119 MW hauv 2025 thiab USD 7.33m / 52 MW nyob rau lub Ib Hlis -Lub Yim Hli 2026 - ib lub lag luam niche, tab sis ib qho ntxiv tariff - pub dawb kev xaiv.
▪ US: tsis muaj kev ntsuas kev lag luam tshiab rau lub lim tiam no- tab sis lub moos tab tom ua haujlwm.Txoj cai 232 tiv thaiv- txoj cai khaws cia uas peb tau hais hauv peb lub Cuaj Hlis 23 Kev Ceeb Toom tseem siv tau kom txog rau thaum Lub Kaum Ob Hlis 3, thiab tus nqi qis tshaj plaws yuav pib siv rau lub Kaum Ob Hlis 4. Cais, ITC qhov kev pov npav zaum kawg ntawm Is Nrias teb / Indonesia / Laos AD / CVD rooj plaub yog lub Kaum Ob Hlis 14; Yog tias muaj kev lees paub, Kev Lag Luam npaj cov luag haujlwm kawg xaj nyob ib ncig ntawm Kaum Ib Hlis 2. US onshoring txuas ntxiv: module tsim Translucent Energy tshaj tawm cov nroj tsuag hauv Summerville, South Carolina - USD 15.7m theem-ib peev, 1.2 GW / xyoo, tag nrho cov khoom tiav los ntawm qhov kawg -2026 - hais txog 232 cov nqi hauv pem teb thiab nws cov nqi 45ale.
Tuam Tshoj - muab- sab kev qhuab qhia txav los ntawm kev hais lus rau cov ntaub ntawv
▪Polysilicon tso zis txiav nkag mus rau theem ua tiav.With peb lub zog yuav tsum tau siv lub zog-kev siv thiab lub zog- cov qauv kev ua haujlwm hauv lub tebchaws rau PV kev lag luam tam sim no nyob rau hauv qhov chaw, Silicon Industry Ceg tau tshaj tawm tias cov tuam txhab tsim khoom- cov phiaj xwm hloov kho tau ruaj khov: tag nrho kev lag luam kev lag luam yuav tsum poob mus txog 35% txij lub Kaum Hli. Cov ntaub ntawv tshaj tawm kev lag luam - tsis tau lees paub - hais tias cov tuam tsev haujlwm tau pom zoo kev yeem muaj peev xwm -txo cov phiaj xwm thiab cov tuam txhab yuav xa cov ntawv cog lus kos npe rau ntawm lub rooj sib tham hauv Beijing, nrog kev sib koom ua haujlwm 35% txhua xyoo thiab hauv pem teb tsis muaj muag hauv qab tus nqi tag nrho. Kho raws li unverified kom txog rau thaum official kev pom zoo.
2. Tus nqi & Kev xa khoom
Polysilicon - tus nqi raug rov qab, thiab lawv siab dua
▪ Lub Tuam Txhab Lag Luam Silicon tau rov pib dua tus nqi txhua lub lim tiam.Lub ceg tau tshaj tawm cov nqi pauv pauv txhua lub lim tiam ntawm lub Cuaj Hlis 23 thawj zaug txij li Lub Xya Hli 29: N- hom pas nrig- qib (cov khoom siv rov qab) nruab nrab CNY 43,000 / t thiab N{7}} hom granular CNY 40 {100} CNY ob qho tib si 10,000/t saum toj kawg nkaus -Lub Xya Hli luam tawm ntawm CNY 32,000 thiab CNY 31,000. Kev lag luam ntim tau nce siab me ntsis (3-4 tus neeg sib tw ua lag luam), thiab qee tus neeg ua haujlwm qis qis tau pib rov ua dua tshiab, tab sis qhov loj hauv nruab nrab kev yuav khoom tsis tau pib.
▪ Kev them nyiaj yug los ntawm cov nqi thiab kev txiav; rub los ntawm cov khoom muag.N- hom khoom ntom ntom nruab nrab CNY 40.5 / kg tawm tsam tus nqi tsim khoom ntawm CNY 42.0 / kg (net margin txog -1.5 / kg); Tus nqi nyiaj ntsuab CNY 33.5 / kg thiab tag nrho tus nqi CNY 45.3 / kg khaws cia hauv pem teb raws li muaj. Tab sis kev ua lag luam lub cev tseem xoob: txhua lub lim tiam polysilicon tso tawm tau nce 1.5% txog li 27,000 t thiab wafer tso zis 4.3% rau 12.65 GW, nrog rau cov khoom muag polysilicon thiab wafer tseem tsim. Cov yav tom ntej tab tom mus rau qhov kev cia siab, tsis yog ntawm destocking.
▪ Lub kaum hli ntuj cov zis pom me dua li qhov kev cia siab thawj zaug.Lub kaum hli ntuj polysilicon cov zis tam sim no kwv yees ib ncig ntawm 110,000 t - txo, tab sis txog 10,000 t tsawg dua qhov kev txiav ua ntej. Wafer tso zis yuav tsum poob mus rau kwv yees li 51 GW thaum Lub Kaum Hli. InfoLink ceeb toom uas txiav kev ua tiav yuav ua rau poob siab thiab tias cov khoom lag luam overhang tseem yog qhov ua viav vias.
Nqe siv - lub lis piam xaus lub Cuaj Hlis 24, 2026
| Ntu | Specification | Nqe (CNY, ex-ua haujlwm) | Hloov rau lub lim tiam |
|---|---|---|---|
| Polysilicon | N-hom pas nrig-qib, qhov nruab nrab ntawm kev hloov pauv txhua lub lim tiam | 43,000 /t | flat w/w |
| Polysilicon | N- hom granular, kev hloov pauv txhua lub lim tiam | 40,300 /t | flat w/w |
| Polysilicon | N- hom recharging khoom, qhov chaw soj ntsuam | 40.9 / kg | ▲ 0.05 |
| Yav tom ntej | Polysilicon lub ntsiab lus cog lus, Sep 24 kaw | 36,990 /t (-1.70%) | lus xaiv- tau tsav |
| Wafer | Mono N - hom 183N | 1.01 / ib | tiaj tus |
| Wafer | Mono N - hom 210RN | 1.03 / ib | tiaj tus |
| Wafer | Mono N - hom 210N | 1.15 / ib | tiaj tus, zoo tshaj plaws kev txhawb nqa |
| Cell | TOPCon 183 N | 0.30 /W | tiaj tus |
| Cell | TOPCon 210RN/210N | 0.31 / 0.29 /W | quotes pom +0.005 lub lim tiam tom ntej |
| Module | TOPCon 210 mm, siv -scale | 0.702 /W | ▼ 0.003 |
| Module | TOPCon 210 mm, faib | 0.723 /W | tiaj tus |
| Module | N- hom 210 mm mainstream | 0.72 - 0.73 /W | tiaj tus |
Cov nqi tau hais hauv CNY ntawm tus qauv Suav ex- ua haujlwm thiab tsis tau hloov mus rau lwm lub txiaj. Thov siv koj tus kheej daim ntawv cog lus FX hauv paus ua ntej muab piv rau tus nqi tsaws.
▪ Kev lag luam tawm tswv yim.Cov saw hlau tab tom ua "kev cia siab muaj zog, kev lag luam tsis muaj zog" tus qauv: polysilicon cov khoom tau muab tso rau tag nrho cov nqi thiab kev txhawb nqa los ntawm Lub Kaum Hli Ntuj cov phiaj xwm txiav, tab sis cov khoom ntim tau nyias, cov wafers tau ua rau cov nqi qis dua, thiab cov nqi module ntug sideways - nqi hluav taws xob- nplai 210 TOPCon txawm slipped CNY / 0. Thawj qhov kos npe ntawm tus nqi dhau- dhau los yog tshwm sim ntawm cov hlwb, qhov twg 210R / 210N quotes yuav tsum nce CNY 0.005 / W lub lim tiam tom ntej. Saib seb lub kaum hli ntuj txiav kev tua tiag tiag; uas txiav txim siab seb tus nqi Q4 ua raws li kev lag luam yav tom ntej.
Tau qhov twg los: Silicon Industry Branch / Antaike txhua lub limtiam tshuaj xyuas (2026-09-23); Mysteel crystalline silicon PV txhua lub lim tiam (2026-09-24); Northern Nonferrous Metals Network txhua hnub (2026-09-24); SMM ntawm Huatai Futures (2026-09-24); Securities Times / InfoLink (2026-09-24)
3. Ntiaj teb no Projects & Deals
Cov neeg muab khoom suav hauv Suav - txawv teb chaws yeej lub lim tiam no
| Tus neeg muab khoom | Client / Market | Scale | Sau ntawv |
|---|---|---|---|
| Yuanxin Zog Cia | Koudougou PV-plus- qhov project cia (Burkina Faso) | n/a (tsis qhia tawm) | Sep 22. Yeej nyob rau hauv koom nrog Weihai International, nyiaj txiag los ntawm West African Development Bank (BOAD). Yuanxin ua raws li tus neeg muab khoom tseem ceeb rau kev sib koom ua ke ntawm kev khaws cia, tsim qauv engineering thiab xa tawm qhov project - tsis tshua muaj Suav hneev taw hauv francophone West Africa. |
| BYD | Greenvolt Power - Siedlce BESS (Poland) | 2.4 GWG | Kev tsim kho pib lub Cuaj Hlis 24 nrog BYD ua cov khoom siv roj teeb. Ib feem ntawm qhov dav dua Central-Eastern Europe tsim nthwv dej: Gore Street, Taaleri Energia thiab DS1 tau tsiv mus rau kev tsim kho ntawm kwv yees li 900 MWh ntawm cov haujlwm hauv Poland, Estonia thiab Lithuania. |
Dab tsi nws taw qhia: kev txhim kho- txhab nyiaj- nyiaj txiag kev lag luam tawm tshiab (BOAD hauv Burkina Faso) thiab CEE daim phiaj- nplai tsim yog ob qho tib si tseem qhib rau cov khoom siv hauv Suav teb, txawm tias US thiab EU cov cuab yeej siv- qib kev txwv nruj. Lub choke point yog nce qhov system / khoom txheej hauv cov nyiaj tau los nyob sab Europe, tsis yog lub roj teeb nws tus kheej.
Source: International Energy Storage Network (2026-09-22); Zog-Storage.News (2026-09-24)
Kev ua haujlwm thoob ntiaj teb
| Thaj tsam | Player | Qhov project / Event | Scale |
|---|---|---|---|
| Tebchaws Asmeskas (New York) | NYSERDA | First Bulk Energy Storage Program khoom plig: yim lithium-ion tej yaam num yeej Index Storage Credit daim ntawv cog lus (CfD-style, txiav txim txhua hli mus txog 15 xyoo). Kev sib tw tag nrho 46 txoj haujlwm / 6.3 GW / 30 GWh; tsuas yog ~ 15% cog lus. Tag nrho hauv kev pabcuam thaum kawg-2030; thib ob RFP yuav tsum tau them thaum kawg-2026. | 950 MW 4,360 MWh |
| Lub teb chaws Yelemees | Trianel / BKW / Luxcara | Kev tsim kho pib ntawm Waltrop roj teeb qhov project, 2-teev sijhawm | 900 MW 1.8 GWh |
| Tebchaws Asmeskas (Arizona) | GridStor | USD 220m cov nuj nqis qiv nyiaj kaw rau 4-teev standalone roj teeb project | 100 MW 400 MWh |
| Saudi Arabia | lub teb chaws | Daim phiaj- txuas kom deb li deb hauv 2026: 7 GW ntawm hnub ci thiab cua, ntxiv rau 3.5 GW / 14 GWh ntawm roj teeb cia ntawm 4-teev sijhawm | 7 GW RE + 3.5 GW / 14 GWh |
| Australia | AEMO | Cov ntaub ntawv 9.1 GW ntawm kev rov ua dua tshiab thiab khaws cia txuas nrog National Hluav Taws Xob Kev Lag Luam hauv FY26; regulator ceeb toom kev ntseeg tau nyob ntawm kev nqis peev raws sijhawm | 9.1 GW FY26 kev sib txuas |
| Southeast Asia | ERS Zog (Malaysia) | Kev siv hluav taws xob ntau ntxiv - nplai BESS cov ntaub ntawv hla dhau 1.5 GWh, suav nrog. ib txoj haujlwm 520 MWh rau ACEN hauv Zambales, Philippines thiab ob txoj haujlwm Malaysian tag nrho 800 MWh | 1.5 GWh cumulative |
▪ Kev xav tau teeb liab - cov ntaub ntawv centres.Wood Mackenzie tau tshaj tawm rau lub Cuaj Hlis 24 tias cov ntaub ntawv -qhov chaw tsim tawm tau txhawb nqa US BESS kev pom zoo thoob plaws txhua ntu kev lag luam. Tib lub lim tiam, Nvidia qhov kev tsim nyog tshiab rau AI- cov qauv siv hauv tsev suav nrog peb lub roj teeb kev daws teeb meem - hyperscaler kev yuav khoom raws li kev cai cia khoom.
4. Technology & Khoom
▪ Huasun thawb HJT mus rau 760 W thiab mus rau tandem.Ntawm lub Rooj Sib Tham Thoob Ntiaj Teb, Huasun Tshiab Zog tau qhia nws cov Himalaya PLUS heterojunction module - mus txog 760 W ntawm 24.5% efficiency (750 W hauv huab hwm coj ntau lawm), 2,000 V zog modules 8% thiab upgraded cheeb tsam. - ntxiv rau HJT-perovskite tandem cell ua nyob rau hauv qis-kub HJT txheej txheem, thiab hloov tau yooj yim ultra-nyias P-HJT cell tsom rau ntawm qhov chaw thiab cov ntawv thov tshwj xeeb. Lub HJT platform tau nthuav tawm mus rau hauv tandem thiab cov lus qhia tshwj xeeb.
▪ Nvidia ntxiv qhov chaw cia rau nws AI- qhov kev tsim nyog ntawm qhov chaw tsim nyog.Nvidia qhov kev tsim nyog tshiab rau cov khoom ua tau raws li nws cov AI- cov qauv siv hauv tsev tam sim no suav nrog peb lub roj teeb kev daws teeb meem. Kev khaws cia tau raug sau rau hauv cov ntaub ntawv hyperscale-cov qauv tsim hauv nruab nrab - ib qho kev thov channel uas tsis muaj nyob rau ob peb lub voj voog dhau los.
▪ PCS manufacturing txav onshore hauv US.Spain- lub hauv paus chaw tsim hluav taws xob fais fab Electronics qhib lub Hoobkas hauv Houston, Texas - Asmeskas kev lag luam tab tom txhim kho cov khoom siv hluav taws xob hauv tsev rau kev hloov hluav taws xob, cov ntaub ntawv cuam tshuam yog tias koj cov haujlwm hauv Teb Chaws Asmeskas ntsib kev sib tw hauv tsev - cov ntsiab lus. Cais, Heron Power tsaws tus tsav nrog RWE.
Tsis muaj cov ntaub ntawv pov thawj tshiab tau txais txiaj ntsig tau nkag rau hauv xov xwm thoob ntiaj teb lub lim tiam no. Kev sib tw tandem ntawm lub lim tiam tsis ntev los no (LONGi 35.5% cell, Trina 28.00% THBC) nyob ntsiag to - tom ntej no yuav txav mus rau Q4 kev lag luam qhia.
5. Qhov no txhais tau li cas rau koj
Cov hauv qab no yog cov kev txiav txim siab kho mob los ntawm cov khoom saum toj no, muab tso rau hauv koj tus kheej txoj kev npaj - tsis yog cov lus qhia, thiab tsis yog qhov tseeb.
Lub lim tiam hauv ib kab: cov khoom siv - sab nyem hauv Suav teb tab tom hloov los ntawm kev xav mus rau kev ua lag luam thaum lub lag luam- cov phab ntsa nkag hauv Teb Chaws Asmeskas thiab EU nce ntxiv - tus nqi nyob ntsiag to hnub no, tab sis lub Kaum Hli Ntuj txiav tawm yog qhov sib txawv loj tshaj plaws rau koj Q4 module thiab cov nqi ntawm tes.
Yog tias koj muaj EU cov haujlwm - tshwj xeeb tshaj yog EU- cov nyiaj tau los - tshawb xyuas koj cov khoom siv hluav taws xob tam sim no. Lub Kaum Ib Hlis 1 hnub kawg ntawm kev cais tawm rau siab - pheej hmoo - cov khoom siv hluav taws xob tau lees paub thiab yuav tsis txav mus. Tos rau qhov ncua sij hawm uas tsis tuaj yeem txhais tau tias yog kev sib tw rau lub pas dej me me ntawm cov khoom siv raws li Q4, ntawm cov ntsiab lus tsis zoo.
Xauv lub xov tooj ntawm tes thiab tus nqi module ua ntej lub Kaum Hli xaus yog tias koj cov ntawv cog lus raug ntsuas rau Tuam Tshoj ex- ua haujlwm. Cov nqi lag luam polysilicon cov nqi tau nce kwv yees li CNY 10,000 / t txij lub Xya Hli, cov nqi khiav lag luam tau teem caij poob rau ~ 35%, thiab thawj qhov kev hla dhau los ntawm cov khoom xa tuaj (+ CNY 0.005 / W xav tau). Txoj kev pheej hmoo ua haujlwm khiav ob txoj hauv kev - yog tias txiav kev poob siab, qhov no evaporates - tab sis lub downside yog cushioned los ntawm tag nrho - nqi pem teb.
Canada nyuam qhuav dhau los ua tus nqi se -dawb rov qab qhov rooj - ib qho me me. Nrog AD / CVD ntawm Suav modules raug txiav, Canadian tej yaam num tuaj yeem muab Suav modules yam tsis muaj cov haujlwm ntawd. Cov ntim me me (~ 52 MW thaum Lub Ib Hlis -Lub Yim Hli 2026), yog li kho nws raws li kev xaiv kev xaiv rau kev sib tw tshwj xeeb, tsis yog kev hloov pauv.
Sau cov ntawv khaws cia uas teb cov lus nug AI. New York thawj qhov khoom plig tau cog lus tsuas yog 15% ntawm qhov kev sib tw, thiab kev sib tw yeej yog nce ntxiv rau CfD- qauv cov nyiaj tau los ntxiv rau cov ntaub ntawv-centre adjacency (Wood Mackenzie's US outlook, Nvidia's qualification program). Yog tias koj qhov kev thov BESS tsis tuaj yeem pom daim phiaj- muaj peev xwm pabcuam thiab hyperscale- qib kev tsim nyog, koj tab tom twv rau 85% uas poob.
Saib cov hnub no: Lub Kaum Hli 8 (Spain grid- kev sib tham txog kev muaj peev xwm kaw), Lub Kaum Hli 14 (US ITC raug pov npav rau Is Nrias teb / Indonesia / Laos), Kaum Ib Hlis 1 (EU inverter exclusion deadline), Kaum Ob Hlis 3-4 (US anti-stockpiling rule expiry / 232 yam tsawg kawg nkaus ntshuam nqi pib).
Qhov chaw
Tag nrho cov khoom raug muab tso ua ke los ntawm kev tshaj tawm pej xeem thiab cov ntawv tshaj tawm. Qhov chaw tseem ceeb:
• Kev cai lij choj thiab kev tswj hwm: NYSERDA; European Commission (ntawm Euronews); European Parliament; Canada CITT / CBSA; US Department of Commerce / ITC (ntawm kev lag luam xovxwm); Spain MITECO / Lub Tsev Haujlwm rau Kev Hloov Pauv; AEMO; Silicon kev lag luam ceg ntawm Tuam Tshoj Nonferrous Hlau Industry Association
• Kev lag luam xov xwm: Zog-Storage.News, Modo Zog, PV Tech, PV magazine, SMM (Shanghai Nonferrous Metals Network), International Energy Storage Network
• Kev lag luam thiab kev lag luam tawm: Euronews / Tus Saib Xyuas Txhua Hnub Europe, GCN, Reuters (ntawm Solarbytes), Shanghai Securities News, Securities Times / eCompany, Mysteel, Northern Nonferrous Metals Network, Huatai Futures, InfoLink, Sohu
• Cov ntaub ntawv nqi: Silicon Industry Branch / Antaike, Mysteel, SMM, Northern Nonferrous Metals Network