Ụlọ ọrụ anyanwụ 20 kacha elu nke China na H1 2023

N'oge na-adịbeghị anya, ọtụtụ ụlọ ọrụ fotovoltaic (PV) na-eduga, gụnyere Trina Solar, TCL ZHONGHUAN, Jinko Solar, na JA Solar, ekpughere ihe nlele H1 2023 ha. A na-atụ anya na ụlọ ọrụ ndị a ga-ahụ nnukwu uru netwọk na ọkara mbụ nke afọ, na-akpata site n'ọchịchọ siri ike n'ahịa PV yana ọnụ ala dị ala maka ihe silicon dị elu.

Dị ka akụkọ nyocha Xingye Securities si kwuo, a na-atụ anya na ụlọ ọrụ PV ga-anọgide na-enwe ọganihu siri ike n'ihi mmụba nke ma anụ ụlọ na nke mba ụwa. Ọganihu dị elu nke ụlọ ọrụ ahụ ebutela ọnụ ọgụgụ ojiji ikike abawanye. Ọzọkwa, n'etiti asọmpi ọnụahịa kpụ ọkụ n'ọnụ n'ime ụlọ ọrụ ahụ, ụlọ ọrụ agbakwunyere nwere teknụzụ, eriri ọkọnọ, na uru ọwa ga-apụta ìhè.

Teknụzụ fotovoltaic Eging

Netwọk uru a na-atụ anya na ọ ga-abawanye site na 1086% -1255% YoY Eging Photovoltaic Technology kwupụtara na ọ na-atụ anya uru net H1 2023 nke ndị nwe ụlọ nne na nna ga-adị n'etiti 280 nde RMB yuan na 320 nde yuan. Nke a na-egosi mmụba nke ijeri RMB 2.56 yuan ruo ijeri RMB 2.96 ma e jiri ya tụnyere otu oge ahụ n'afọ gara aga, na-egosi uto YoY nke 1086% ruo 1255%.

N'ime Mongolia OJing Sayensị na Nkà na ụzụ

Netwọk uru a na-atụ anya na ọ ga-ebili site na 318.05%-362.57% YoY Inner Mongolia OJing Science and Technology na-ebu amụma uru net nke 385 nde RMB yuan na 426 nde RMB yuan maka H1 2023, na-egosi uto YoY nke 318.05% ruo 362.57%. Ụlọ ọrụ ahụ na-ekwu na uto a bụ mmụba na-aga n'ihu na-achọ ahịa ụlọ ọrụ PV. Na mgbakwunye, ịrị elu ọnụ ahịa nke quartz crucibles, bụ isi ihe na mmepụta PV, enyela aka n'ịkwalite oke uru.

Anyanwụ Jinko

Netwọk uru a na-atụ anya na ọ ga-abawanye site na 304.38%-348.58% YoY Jinko Solar na-ebu amụma uru net nke 3.66 ijeri RMB yuan na 4.06 ijeri RMB yuan maka H1 2023, na-egosi uto YoY nke 304.38% ruo 348.58%. A kwalitela arụmọrụ ụlọ ọrụ ahụ site na ire modul PV siri ike yana ụbara ego ha nwetara.

Ndị ụkọchukwu

Netwọk uru na-atụ anya ịbawanye site na 251.59% -321.91% YoY Clenergy na-atụ anya inweta uru net nke 100 nde RMB yuan na 120 nde RMB yuan na H1 2023, na-egosi uto YoY nke 251.59% ruo 321.91%. A na-ekwu na uto a bụ n'ihi mmụba nke ihe owuwu nkwado PV n'ahịa mba ofesi.

Hainan Drinda New Energy Technology

Uru netwọk a na-atụ anya na ọ ga-abawanye site na 230% -300% YoY Hainan Drinda New Energy Technology na-ebu amụma uru net nke 900 nde RMB yuan na 1.1 ijeri RMB yuan maka H1 2023, na-egosi uto YoY nke 230%-300%. Arụmọrụ ụlọ ọrụ ahụ siri ike na-ebute site n'ọchịchọ na-arị elu maka ngwaahịa nchekwa ike ezinụlọ na mpaghara Eshia, Africa na Latin America.

Teknụzụ njikọta sistemu GCL

Netwọk uru na-atụ anya na ọ ga-abawanye site na 166.57%-219.89% YoY GCL System Integration Technology na-ebu amụma uru net nke 100 nde RMB yuan na 120 nde RMB yuan maka H1 2023, na-egosipụta uto YoY nke 166.57% ruo 219.89%. Arụmọrụ ụlọ ọrụ ahụ bụ site na mmeri na-aga n'ihu n'ọrụ ịzụrụ ihe nke etiti ụlọ ọrụ nke mba, na-eduga n'ịbawanye oke ahịa na ego ha nwetara.

Ningbo Deye Technology

Netwọk uru na-atụ anya ịbawanye site na 188.58%-206.34% YoY Ningbo Deye Technology na-arụ ọrụ uru net nke 1.3 ijeri RMB yuan na 1.38 ijeri RMB yuan maka H1 2023, na-egosi uto YoY nke 188.58% ruo 206.34%. A na-ekwu na mmụba nke uru net dị n'ahịa ahịa na-arị elu maka ngwaahịa nchekwa ike ezinụlọ na mpaghara Eshia, Africa na Latin America.

Trina Anyanwụ

Uru netwọk a na-atụ anya na ọ ga-abawanye site na 162.14%-195.61% YoY Trina Solar na-atụ anya inweta uru net nke ijeri RMB yuan 3.328 ruo 3.752 ijeri RMB yuan na H1 2023, na-egosi uto YoY nke 162.14% ruo 195.61%. Arụmọrụ siri ike nke ụlọ ọrụ ahụ bụ n'ihi nnukwu ọchịchọ maka modul PV n'ahịa ụlọ na mba ụwa.

JA Anyanwụ

Uru netwọk a na-atụ anya na ọ ga-abawanye site na 146.81%-187.95% YoY JA Solar na-arụ ọrụ uru net nke ijeri RMB yuan 4.2 ruo 4.9 ijeri RMB yuan maka H1 2023, na-egosi uto YoY nke 146.81% ruo 187.95%. A kwalitela arụmọrụ ụlọ ọrụ ahụ site na nnukwu uto na mbupu modul PV na ego ha nwetara.

Ụgwọ nke ụlọ ọrụ Shanghai Aiko Solar Energy

Netwọk uru na-atụ anya ịbawanye site na 111.41% -134.9% YoY Shanghai Aiko Solar Energy na-atụ anya uru net nke 1.26 ijeri RMB yuan na 1.4 ijeri RMB yuan maka H1 2023, na-egosi uto YoY nke 111.41% ruo 134.9%. Arụmọrụ siri ike nke ụlọ ọrụ ahụ bụ n'ihi mmụba ahịa nke mkpụrụ ndụ PV na modul, ọkachasị mkpụrụ ndụ PERC, n'oge oge ahụ.

Shenzhen Kstar

Netwọk uru a na-atụ anya na ọ ga-abawanye site na 106.47%-152.35% YoY Shenzhen Kstar na-ebu amụma uru net nke 450 nde RMB yuan na 550 nde RMB yuan maka H1 2023, na-egosipụta uto YoY nke 106.47% ruo 152.35%. Emere arụmọrụ ụlọ ọrụ ahụ n'ozuzu ya site na uto ngwa ngwa na azụmahịa ọwa ya zuru ụwa ọnụ, ọkachasị na ebe data, PV ume ọhụrụ, na ngalaba nchekwa ike.

Zhejiang Jingsheng

Uru netwọk a na-atụ anya na ọ ga-abawanye site na 70%-90% YoY Zhejiang Jingsheng na-ebu amụma uru net nke ijeri RMB yuan 2.05 ruo 2.29 ijeri RMB yuan maka H1 2023, na-egosi uto YoY nke 70%-90%. Arụmọrụ ụlọ ọrụ ahụ bụ atụmatụ mmepe na-adịgide adịgide nke igwe abụọ na-elekwasị anya na ngwa na akụrụngwa dị elu, na-eduga na mgbasawanye azụmahịa ngwa ngwa.

Shuangliang Eco-Energy

Netwọk uru a na-atụ anya na ọ ga-abawanye site na 64.15%-92.45% YoY Shuangliang Eco-energy oru ngo uru net nke 580 nde RMB yuan na 680 nde RMB yuan maka H1 2023, na-egosi uto YoY nke 64.15% ruo 92.45%. Agbalitela arụmọrụ ụlọ ọrụ ahụ site na ụbara ego sitere na akụrụngwa PV ya na azụmaahịa monocrystalline silicon rod/wafer.

Igwe eji arụ ọrụ JS

Uru ụgbụ a na-atụ anya na ọ ga-abawanye site na 52.12%-79.17% YoY JS Corrugating Machinery na-atụ anya uru net nke 225 nde RMB yuan gaa na 265 nde RMB yuan maka H1 2023, na-egosi uto YoY nke 52.12% ruo 79.17%. Azụmahịa PV nke ụlọ ọrụ ahụ egosila uto siri ike, ya na ndị enyemaka ya, Suzhou Shengcheng Photovoltaic Equipment, na-eduga ụzọ.

Ụlọ ọrụ TCL ZHONGHUAN

Netwọk uru a na-atụ anya na ọ ga-abawanye site na 53.57%-60.42% YoY TCL ZHONGHUAN na-ebu amụma uru net nke ijeri RMB yuan 4.48 ruo 4.68 ijeri RMB yuan maka H1 2023, na-egosi uto YoY nke 53.57%-60.42%. Arụ ọrụ nke ụlọ ọrụ ahụ site na ụbara ọchịchọ na mgbasawanye na mpaghara PV.

Ndị otu Hengdian DMGC Magnetik

Netwọk uru a na-atụ anya na ọ ga-abawanye site na 48%-58% YoY Hengdian Group DMGC Magnetics na-ebu amụma uru net nke 1.18 ijeri RMB yuan na 1.26 ijeri RMB yuan maka H1 2023, na-egosi uto YoY nke 48%-58%. A kwalitela arụmọrụ ụlọ ọrụ ahụ site na mmụba dị ukwuu na mbupu na uru PV modul, yana ọnụ ahịa ihe dị ala.

Guangzhou Development Group

Netwọk uru a na-atụ anya na ọ ga-abawanye site na 46%-60% YoY Guangzhou Development Group na-ebu amụma uru net nke 1.05 ijeri RMB yuan ruo 1.15 ijeri RMB yuan maka H1 2023, na-egosi uto YoY nke 46%-60%. Ihe butere arụmọrụ ụlọ ọrụ ahụ site n'ịbelata ọnụ ahịa coal, ọnụ ahịa ọkụ eletrik dị elu, uto nke ọrụ ikuku na ike nrụpụta PV, yana mmụba ire mmanụ gas na oke uru.

Ụgwọ nke ụlọ ọrụ CECEP Solar Energy

Uru ụgbụ a na-atụ anya na ọ ga-abawanye site na 11.71%-21.99% YoY CECEP Solar Energy na-arụ ọrụ netwọọkụ nke nde RMB yuan 870 ruo 950 nde RMB yuan maka H1 2023, na-egosi uto YoY nke 11.71%-21.99%. A kwadoro arụmọrụ nke ụlọ ọrụ ahụ site n'ịbawanye ikike arụnyere nke ọdụ ọkụ ya, arụ ọrụ na mmezi ka mma, ọnụ ahịa ahịa dị elu na mpaghara mmepụta, yana ọnụ ahịa ego dị ala.

Huaneng Ike

Netwọk uru na-atụ anya ịbawanye nke ọma site na mfu na afọ gara aga Huaneng Power kwupụtara na a na-atụ anya inweta uru net nke 5.75 ijeri RMB yuan na 6.75 ijeri RMB yuan na H1 2023, na-atụgharị site na mfu na afọ gara aga.

Mmepe ọkụ eletrik Guangdong

Uru ụgbụ a na-atụ anya na ọ ga-abawanye nke ukwuu site na mfu n'afọ gara aga Guangdong Electric Power Development na-arụpụta uru net nke 800 nde RMB yuan ruo 950 nde RMB yuan maka H1 2023, na-atụgharị site na mfu n'afọ gara aga. Ihe ngbanwe nke ụlọ ọrụ ahụ bụ n'ihi mmụba ike na ire ere, yana uru dị mma na ọrụ ike ọhụrụ.

Jiangsu Akcome

Netwọk uru na-atụ anya na ọ ga-atụgharị site na mfu n'afọ gara aga Jiangsu Akcome na-atụ anya uru netwọọkụ nke 42 nde RMB yuan na 63 nde RMB yuan maka H1 2023, na-atụgharị site na mfu na afọ gara aga. Arụmọrụ siri ike nke ụlọ ọrụ ahụ bụ ntọhapụ ikike na ntọala nrụpụta Zhangjiagang, Ganzhou na Changxing, na-eduga n'ịbawanye iwu azụmaahịa na ego ịre ahịa. Na mgbakwunye, ọnụ ahịa azụmaahịa dị ala maka akụrụngwa, dị ka silicon wafer na mpekere batrị, emetụtala uru nke ọma.

Automation Guodian Nanjing

Uru ụgbụ a tụrụ anya na ọ ga-atụgharị site na mfu n'afọ gara aga Guodian Nanjing Automation buru amụma uru net nke nde RMB yuan na 30 nde RMB yuan maka H44 1, na-atụgharị site na mfu n'afọ gara aga.

Suzhou Goodark

Netwọk uru na-atụ anya ibelata site na 42.16% -61.44% YoY Suzhou Goodark na-atụ anya uru net nke 54.33 nde RMB yuan na 81.51 nde RMB yuan maka H1 2023, na-egosi mbelata YoY nke 42.16% -61.44%. Arụmọrụ nke ụlọ ọrụ emetụtala usoro mgbada ala nke ụlọ ọrụ semiconductor ma belata ọchịchọ sitere n'aka ndị ahịa ụlọ na nke mba ụwa.

JIANGSU BOAMAX

Uru netwọk a na-atụ anya na ọ ga-ebelata site na 53.26% -68.84% YoY JIANGSU BOAMAX na-arụ ọrụ uru net nke 5 nde RMB yuan na 7.5 nde RMB yuan maka H1 2023, na-egosi mbelata YoY nke 53.26%-68.84%. Arụmọrụ nke ụlọ ọrụ ahụ metụtara mbelata ọchịchọ nke ụlọ ọrụ semiconductor, na-eduga n'ịbelata arụmọrụ azụmahịa.

Beijing Jingyuntong

Uru netwọk a na-atụ anya na ọ ga-ebelata site na 70.00%-90.00% YoY Beijing Jingyuntong na-atụ anya uru net nke 38.83 nde RMB yuan na 116.50 nde RMB yuan maka H1 2023, na-egosi mbelata YoY nke 70.00%-90.00%. emetụtala arụmọrụ ụlọ ọrụ ahụ site na mbelata ọnụahịa ere nke ngwaahịa wafer silicon ya.

Na nchịkọta, ụlọ ọrụ fotovoltaic egosila ọganihu siri ike ma na-atụ anya ịnọgide na-enwe ọganihu dị elu na H1 2023. Ụlọ ọrụ ndị na-eduga na mpaghara ahụ dị njikere iji nweta mmụba dị ukwuu na uru net, na-akpali site na ọchịchọ siri ike na uru asọmpi na ahịa.