{"id":15239,"date":"2022-08-10T16:22:16","date_gmt":"2022-08-10T08:22:16","guid":{"rendered":"https:\/\/www.jtcopper.com\/?p=15239"},"modified":"2022-08-10T16:22:16","modified_gmt":"2022-08-10T08:22:16","slug":"guang-fu-hang-ye-yan-jiu-ji-xia-ban-nian-ce-lue-jing-qi","status":"publish","type":"post","link":"https:\/\/www.jtcopper.com\/hghy\/15239","title":{"rendered":"\u5149\u4f0f\u884c\u4e1a\u7814\u7a76\u53ca\u4e0b\u534a\u5e74\u7b56\u7565\uff1a\u666f\u6c14\u5411\u4e0a\uff0c\u6280\u672f\u9769\u65b0"},"content":{"rendered":"

\u5149\u4f0f\u88c5\u673a\u589e\u957f\u4e2d\u67a2\u4e0a\u884c<\/p>\n

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<\/div>\n

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<\/div>\n

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\u7845\u6599\u5ef6\u7eed\u4f9b\u9700\u7d27\u5f20\uff0c\u4ef7\u683c\u76c8\u5229\u7ef4\u6301\u9ad8\u4f4d<\/span><\/p>\n

\u4f9b\u5e94\u7d27\u5f20\u63a8\u52a8\u7845\u6599\u4ef7\u683c\u6301\u7eed\u8d70\u9ad8\u3002\u53d7\u7845\u6599\u4f9b\u5e94\u7d27\u5f20\uff0c\u65b0\u4ea7\u80fd\u77ed\u671f\u96be\u4ee5\u6709\u6548\u91ca\u653e\uff0c\u4e14\u67d0 \u5934\u90e8\u5382\u5546\u53d1\u751f\u4ea7\u7ebf\u4e8b\u6545\u5bfc\u81f4\u4ea7\u80fd\u6682\u505c\u7684\u5f71\u54cd\uff0c2022 \u5e74 6 \u6708\u5e95\u7845\u6599\u4ef7\u683c\u65f6\u9694 10 \u5e74\u518d\u6b21\u56de\u5347 \u81f3 280 \u5143\/kg \u4ee5\u4e0a\u3002\u77ed\u671f\u5185\uff0c\u5728\u884c\u4e1a\u4f9b\u9700\u504f\u7d27\u9636\u6bb5\uff0c\u4f18\u8d28\u4f01\u4e1a\u5c06\u6536\u83b7\u663e\u8457\u8d85\u989d\u5229\u6da6\uff0c\u76c8\u5229 \u589e\u957f\u5177\u5907\u9ad8\u5f39\u6027\uff1b\u957f\u671f\u6765\u770b\uff0c\u9f99\u5934\u4f01\u4e1a\u5f15\u9886\u4ea7\u80fd\u6269\u5f20\uff0c\u54c1\u8d28\u3001\u6210\u672c\u53ca\u89c4\u6a21\u4f18\u52bf\u6709\u671b\u6301\u7eed\u5de9 \u56fa\u3002<\/p>\n

\u9884\u8ba1 2022\/23 \u5e74\u5149\u4f0f\u7845\u6599\u5e74\u5316\u6709\u6548\u4ea7\u80fd\u7ea6 86\/130 \u4e07\u5428\uff0c\u4f4e\u4e8e\u540d\u4e49\u4ea7\u80fd\u89c4\u6a21\u3002\u6839\u636e\u6709 \u8272\u91d1\u5c5e\u534f\u4f1a\u7845\u4e1a\u5206\u4f1a\u7edf\u8ba1\uff0c\u5e76\u7ed3\u5408\u4e3b\u8981\u5382\u5546\u6269\u4ea7\u8282\u594f\uff0c\u6211\u4eec\u6d4b\u7b97\u622a\u81f3 2022H1 \u5168\u7403\u5149\u4f0f\u7845 \u6599\u540d\u4e49\u4ea7\u80fd\u7ea6 83 \u4e07\u5428\u51fa\u5934\uff0c\u968f\u7740\u5e74\u5e95\u524d\u65b0\u4ea7\u80fd\u96c6\u4e2d\u6295\u653e\uff0c\u9884\u8ba1\u5e74\u672b\u540d\u4e49\u4ea7\u80fd\u5c06\u589e\u81f3 125 \u4e07\u5428\uff1b\u800c\u8003\u8651\u65b0\u4ea7\u80fd\u722c\u5761\u8fdb\u5ea6\u548c\u90e8\u5206\u4ea7\u80fd\u68c0\u4fee\u5f71\u54cd\uff0c\u9884\u8ba1 2022 \u5e74\u5168\u5e74\u6709\u6548\u4ea7\u80fd\u5c06\u8fbe\u7ea6 86 \u4e07\u5428\u30022023 \u5e74\u9884\u8ba1\u884c\u4e1a\u4ea7\u80fd\u91ca\u653e\u8fdb\u5ea6\u5c06\u8fdb\u4e00\u6b65\u52a0\u5feb\uff0c\u5e74\u672b\u540d\u4e49\u4ea7\u80fd\u6216\u8fbe 171 \u4e07\u5428\u5de6\u53f3\uff0c \u800c\u5e74\u5316\u6709\u6548\u4ea7\u80fd\u6216\u8fbe 130 \u4e07\u5428\u5de6\u53f3\u3002<\/p>\n

22H2 \u7845\u6599\u4f9b\u5e94\u4ecd\u7136\u7d27\u5f20\uff0c2023 \u5e74\u6216\u6709\u660e\u663e\u7f13\u89e3\u3002\u57fa\u4e8e\u6211\u4eec\u5bf9\u4e8e 2022\/23 \u5e74\u5168\u7403\u5149\u4f0f \u65b0\u589e\u88c5\u673a\u9884\u671f 230\/300GW\uff0c\u4ee5\u53ca 1:1.2 \u7684\u5bb9\u914d\u6bd4\u53ca\u5b58\u8d27\u6bd4\u4f8b\uff0c\u9884\u8ba1\u5168\u7403\u65b0\u589e\u5149\u4f0f\u88c5\u673a\u5bf9\u5e94 \u7684\u7ec4\u4ef6\u9700\u6c42\u4e3a 276\/360GW\uff0c\u7ec4\u4ef6\u751f\u4ea7\u5bf9\u5e94\u7684\u7845\u6599\u9700\u6c42\u91cf\u7ea6 73\/92 \u4e07\u5428\u3002\u7ed3\u5408\u6211\u4eec\u5bf9\u7845\u6599 \u6709\u6548\u4ea7\u80fd\u7684\u4f30\u7b97\uff0c\u6211\u4eec\u9884\u8ba1 2022 \u5e74\u5404\u5b63\u5ea6\u5168\u7403\u7845\u6599\u4f9b\u9700\u6bd4\u57fa\u672c\u5728 1.1-1.2 \u4e4b\u95f4\uff0c\u4e0b\u534a\u5e74\u4f9b \u5e94\u538b\u529b\u672a\u89c1\u660e\u663e\u7f13\u89e3\uff1b\u800c 2023 \u5e74\u4f9b\u9700\u6bd4\u6216\u5347\u81f3 1.4 \u5de6\u53f3\u3002\u540c\u65f6\uff0c\u8003\u8651\u5230\u4e0b\u6e38\u7845\u7247\u73af\u8282\u5904 \u4e8e\u66f4\u6c79\u6d8c\u7684\u6269\u4ea7\u6f6e\u4e2d\uff0c\u65b0\u7845\u7247\u4ea7\u80fd\u6295\u6599\u5f00\u5de5\u8bc9\u6c42\u6216\u653e\u5927\u7845\u6599\u91c7\u8d2d\u9700\u6c42\uff0c\u56e0\u6b64\u6211\u4eec\u9884\u8ba1 2022H2 \u7845\u6599\u73af\u8282\u4f9b\u5e94\u4ecd\u7136\u7d27\u5f20\uff0c\u9700\u5f85\u5e74\u672b\u6216 2023 \u5e74\u65b9\u6709\u660e\u663e\u7f13\u89e3\u3002<\/p>\n

\u672a\u6765\u4e24\u5e74\uff0c\u7845\u6599\u6216\u4ecd\u662f\u4e3b\u4ea7\u4e1a\u94fe<\/a>\u4e2d\u4f9b\u5e94\u5f39\u6027\u6700\u5c0f\u7684\u73af\u8282\u30022022Q4 \u7845\u6599\u6216\u8fce\u6765\u9636\u6bb5\u6027 \u6269\u4ea7\u5c0f\u9ad8\u5cf0\uff0c\u4f46\u968f\u7740\u5149\u4f0f\u88c5\u673a\u8fdb\u5165\u65fa\u5b63\uff0c\u9884\u8ba1\u7845\u6599\u5b9e\u9645\u4f9b\u7ed9\u4ecd\u7136\u8f83\u4e3a\u7d27\u5f20\uff0c\u7845\u6599\u4ef7\u683c\u964d\u5e45 \u6599\u5c06\u76f8\u5bf9\u6709\u9650\u30022023 \u5e74\u7845\u6599\u5c06\u8fdb\u5165\u4ea7\u80fd\u96c6\u4e2d\u91ca\u653e\u9636\u6bb5\uff0c\u4f46\u8003\u8651\u5230\u7845\u7247\u73af\u8282\u6709\u8fd1 200GW \u65b0 \u589e\u4ea7\u80fd\u91ca\u653e\uff0c\u540c\u65f6\u7ec8\u7aef\u7535\u7ad9\u5bb9\u914d\u6bd4\u63d0\u5347\uff0c\u4ee5\u53ca\u91c7\u8d2d\u5e93\u5b58\u7b49\u56e0\u7d20\uff0c\u4e0b\u6e38\u5bf9\u7845\u6599\u4ea7\u80fd\u7684\u6d88\u5316\u80fd \u529b\u9884\u8ba1\u5c06\u6709\u6240\u589e\u5f3a\u3002\u76ee\u524d\u770b\uff0c\u7845\u6599\u5728\u672a\u6765 2 \u5e74\u5185\uff0c\u4ecd\u662f\u5149\u4f0f\u4e3b\u4ea7\u4e1a\u94fe\u4e2d\u4f9b\u5e94\u6700\u6709\u9650\u3001\u4ea7\u80fd \u5f39\u6027\u6700\u5c0f\u7684\u73af\u8282\uff0c\u9884\u8ba1\u7a33\u6001\u4ef7\u683c\u4e0b\u4ecd\u5c06\u7ef4\u6301\u8f83\u9ad8\u6536\u76ca\u3002\uff08\u62a5\u544a\u6765\u6e90\uff1a\u672a\u6765\u667a\u5e93\uff09<\/p>\n

<\/div>\n

\u9ad8\u7eaf\u77f3\u82f1\u7802\u4f9b\u5e94\u74f6\u9888\u663e\u73b0\uff0c\u7845\u7247\u683c\u5c40\u76c8\u5229\u6216\u597d\u4e8e\u9884\u671f<\/span><\/p>\n

\u5355\u6676\u7845\u7247\u884c\u4e1a\u8fce\u6765\u6269\u4ea7\u6f6e\uff0c\u540d\u4e49\u4ea7\u80fd\u8fc7\u5269\u98ce\u9669\u52a0\u5927\u3002\u5728\u5927\u5c3a\u5bf8\u5347\u7ea7\u52a0\u5feb\u3001\u884c\u4e1a\u6280\u672f\u53ca \u6210\u672c\u66f2\u7ebf\u8d8b\u4e8e\u6241\u5e73\u5316\u7684\u60c5\u51b5\u4e0b\uff0c2022 \u5e74\u5355\u6676\u7845\u7247\u73af\u8282\u8fce\u6765\u52a0\u901f\u6269\u4ea7\u6f6e\uff0c\u9884\u8ba1 2022\/23 \u5e74 \u5e95\u5355\u6676\u7845\u7247\u540d\u4e49\u4ea7\u80fd\u6216\u8d85 620\/790GW\u3002\u65b0\u6269\u4ea7\u80fd\u4e2d\uff0c\u9664\u4e86\u6709\u9686\u57fa\u3001\u4e2d\u73af\u3001\u6676\u79d1\u3001\u6676\u6fb3\u7b49 \u4f20\u7edf\u9f99\u5934\u5916\uff0c\u7ea6\u4e00\u534a\u589e\u91cf\u6765\u81ea\u4e0a\u673a\u6570\u63a7(164.900, 0.61, 0.37%)\u3001\u4eac\u8fd0\u901a(8.680, -0.10, -1.14%)\u3001\u9ad8\u666f\u592a\u9633\u80fd\u3001\u53cc\u826f\u8282\u80fd(17.620, 0.07, 0.40%)\u7b49\u7845\u7247\u65b0\u52bf\u529b\u3002<\/p>\n

\u9ad8\u7eaf\u77f3\u82f1\u7802\u4f9b\u4e0d\u5e94\u6c42\uff0c\u6216\u6210\u9650\u5236\u7845\u7247\u65b0\u4ea7\u80fd\u91ca\u653e\u7684\u53c8\u4e00\u74f6\u9888\u3002\u9ad8\u7eaf\u77f3\u82f1\u7802\u662f\u5149\u4f0f\u7845\u7247 \u957f\u6676\u7089\u4e2d\u77f3\u82f1\u5769\u57da\u7684\u4e3b\u8981\u539f\u6750\u6599\uff0c\u4e5f\u7528\u5728\u7535\u6c60\u7247\u751f\u4ea7\u4e2d\u77f3\u82f1\u7ba1\u3001\u77f3\u82f1\u821f\u4e4b\u4e2d\u3002\u968f\u7740\u5149\u4f0f\u88c5 \u673a\u5feb\u901f\u589e\u957f\uff0c\u4ee5\u53ca\u7845\u7247\u73af\u8282\u5927\u5e45\u6269\u4ea7\uff0c\u9ad8\u7eaf\u77f3\u82f1\u7802\u4f9b\u5e94\u6301\u7eed\u8d8b\u7d27\uff0c\u7d27\u7f3a\u538b\u529b\u9010\u6b65\u589e\u52a0\u3002\u6211 \u4eec\u6309\u7167 2022\/23 \u5e74\u5168\u7403\u5149\u4f0f\u7845\u7247\u4ea7\u91cf 276\/360GW \u4fdd\u5b88\u6d4b\u7b97\uff0c\u9884\u8ba1\u5149\u4f0f\u7845\u7247\u751f\u4ea7\u5bf9\u9ad8\u7eaf\u77f3 \u82f1\u7802\u9700\u6c42\u91cf\u5c06\u5206\u522b\u8fbe 6.2\/7.5 \u4e07\u5428\uff0c\u5176\u4e2d\u66f4\u9ad8\u54c1\u8d28\u5185\u5c42\u7802\u7684\u9700\u6c42\u91cf\u5206\u522b\u8fbe 2.4\/2.6 \u4e07\u5428\u3002\u800c \u9ad8\u7eaf\u77f3\u82f1\u7802\u4f9b\u7ed9\u7aef\u76f8\u5bf9\u521a\u6027\uff0c\u76ee\u524d\u4e3b\u8981\u5382\u5546\u4e2d\u4ec5\u6709\u77f3\u82f1\u80a1\u4efd(144.520, -0.71, -0.49%)\u5728\u52a0\u5feb\u6269\u4ea7\uff0c\u9884\u8ba1 2022\/23 \u5e74 \u9ad8\u7eaf\u77f3\u82f1\u7802\u5408\u8ba1\u4f9b\u5e94\u91cf\u4ec5 6.3\/7.9 \u4e07\u5428\uff0c\u5bf9\u5e94\u4f9b\u9700\u6bd4\u4e0d\u5230 1.1\uff0c\u4e14\u5185\u5c42\u7802\u4f9b\u5e94\u4ecd\u4e3b\u8981\u4f9d\u8d56\u5c24 \u5c3c\u660e\u3001TQC \u4e24\u5bb6\u4f01\u4e1a\uff0c\u4f9b\u5e94\u6216\u8fdb\u4e00\u6b65\u8d8b\u7d27\u3002<\/p>\n

\u77f3\u82f1\u5769\u57da\u4f9b\u5e94\u7d27\u5f20\uff0c\u6216\u6709\u52a9\u4e8e\u4f18\u5316\u7845\u7247\u884c\u4e1a\u4f9b\u7ed9\u683c\u5c40\uff0c\u63a8\u52a8\u5934\u90e8\u4f01\u4e1a\u76c8\u5229\u597d\u4e8e\u9884\u671f\u3002\u53d7\u77f3\u82f1\u7802\u4f9b\u4e0d\u5e94\u6c42\u63a8\u52a8\uff0c\u8fd1\u671f\u77f3\u82f1\u5769\u57da\u4ef7\u683c\u4ea6\u6709\u660e\u663e\u4e0a\u6da8\uff0c\u5728\u7845\u7247\u6210\u672c\u4e2d\u5360\u6bd4\u7531 1%\u5de6\u53f3 \u63d0\u5347\u81f3 2%\uff0c\u4f46\u4ecd\u7136\u5904\u4e8e\u8f83\u4f4e\u6c34\u5e73\uff0c\u5bf9\u7845\u7247\u76c8\u5229\u6ce2\u52a8\u5f71\u54cd\u5f88\u5c0f\u3002\u800c\u5bf9\u4e8e\u7845\u7247\u4ea7\u51fa\u800c\u8a00\uff0c TCL \u4e2d\u73af\u3001\u9686\u57fa\u7eff\u80fd(58.270, 0.19, 0.33%)\u7b49\u7845\u7247\u5934\u90e8\u4f01\u4e1a\u51ed\u501f\u4f9b\u5e94\u94fe\u4f18\u52bf\uff0c\u63d0\u524d\u505a\u597d\u9ad8\u7eaf\u77f3\u82f1\u7802\u4ea7\u54c1\u914d\u5957\u5e03\u5c40\uff1b\u90e8 \u5206\u4e2d\u5c0f\u5382\u5546\u4e5f\u901a\u8fc7\u63d0\u5347\u56fd\u4ea7\u7802\u7528\u91cf\u6bd4\u4f8b\u4ee5\u53ca\u76f8\u5bf9\u4f4e\u54c1\u8d28\u5769\u57da\u7684\u4f7f\u7528\u6765\u5e94\u5bf9\uff0c\u4f46\u5728\u5769\u57da\u5bff\u547d\u3001 \u66f4\u6362\u9891\u7387\u7b49\u65b9\u9762\u4e5f\u4f1a\u9020\u6210\u8d1f\u9762\u5f71\u54cd\u3002\u603b\u4f53\u6765\u770b\uff0c\u7531\u4e8e\u9ad8\u7eaf\u77f3\u82f1\u7802\u6709\u660e\u663e\u7684\u4f9b\u5e94\u74f6\u9888\u9650\u5236\uff0c \u6216\u4f7f\u5f97\u90e8\u5206\u7845\u7247\u4f01\u4e1a\u7684\u6269\u4ea7\u89c4\u5212\u548c\u65b0\u589e\u4ea7\u80fd\u91ca\u653e\u8fdb\u5ea6\u53d7\u9650\uff08\u4f46\u9884\u8ba1\u5f31\u4e8e\u8fd1\u4e24\u5e74\u7845\u6599\u7684\u9650\u5236 \u4f5c\u7528\uff09\uff0c\u672a\u6765\u4e24\u5e74\u7845\u7247\u884c\u4e1a\u4f9b\u7ed9\u683c\u5c40\u6709\u671b\u597d\u4e8e\u9884\u671f\u3002\u56e0\u6b64\uff0c\u5bf9\u4e8e\u77f3\u82f1\u7802\u4f9b\u5e94\u914d\u5957\u80fd\u529b\u8f83\u5f3a \u7684\u5934\u90e8\u7845\u7247\u5382\u5546\uff0c\u53d7\u5230\u4f9b\u5e94\u94fe\u9650\u5236\u548c\u65b0\u8fdb\u5165\u8005\u51b2\u51fb\u5c06\u76f8\u5bf9\u8f83\u5c0f\uff0c\u7845\u7247\u76c8\u5229\u6709\u671b\u7ef4\u6301\u76f8\u5bf9\u7a33 \u5b9a\u3002<\/p>\n

<\/div>\n

\u8584\u7247\u5316+\u7ec6\u7ebf\u5316\u8fdb\u7a0b\u52a0\u5feb\uff0c\u4f18\u8d28\u91d1\u521a\u7ebf\u4f9b\u5e94\u7d27\u4fcf<\/span><\/p>\n

\u7845\u7247\u8584\u7247\u5316+\u5927\u5c3a\u5bf8\u8d8b\u52bf\u8fce\u6765\u52a0\u901f\u3002\u5728\u7845\u6599\u6210\u672c\u5c45\u9ad8\u4e0d\u4e0b\u7684\u60c5\u51b5\u4e0b\uff0c\u7845\u7247\u8584\u7247\u5316\u8fdb\u5c55 \u52a0\u901f\uff0c\u6bcf\u51cf\u8584 10um \u539f\u6750\u6599\u6210\u672c\u5bf9\u5e94\u4e0b\u964d 2.5%\uff0c2022 \u5e74 P \u578b\u548c TOPCon \u5355\u6676\u7845\u7247\u4e3b\u6d41 \u539a\u5ea6\u5206\u522b\u671d\u7740 160\u03bcm \u548c 155\u03bcm \u4ee5\u4e0b\u5feb\u901f\u4e0b\u964d\u3002\u6b64\u5916\uff0c\u5927\u5c3a\u5bf8\u7845\u7247\u4e5f\u6709\u52a9\u4e8e\u63d0\u4ea7\u964d\u672c\uff0c\u644a \u8584\u975e\u7845\u6210\u672c\u4e14\u63d0\u5347\u7ec4\u4ef6\u529f\u7387\uff0c\u6839\u636e\u4e2d\u73af\u80a1\u4efd\u7684\u6d4b\u7b97\uff0c210 \u6bd4 166 \u5728\u7535\u7ad9\u5efa\u8bbe\u73af\u8282\u8282\u7ea6 12% \u7684 BOS \u6210\u672c\u3002\u636e PVinfoLink \u7edf\u8ba1\uff0c2021 \u5e74\u5927\u5c3a\u5bf8\u7684 M10\u3001G12 \u4ea7\u54c1\u63d0\u5347\u81f3 40%\u4ee5\u4e0a\uff0c \u9884\u8ba1 2022 \u5e74\u6709\u671b\u8fdb\u4e00\u6b65\u63d0\u5347\u81f3 80%\u5de6\u53f3\u3002<\/p>\n

\u7845\u7247\u89c4\u683c\u5347\u7ea7\u52a0\u901f\u91d1\u521a\u7ebf\u9700\u6c42\u653e\u91cf\u3002\u7845\u6599\u4ef7\u683c\u9ad8\u4f01\u76f4\u63a5\u63a8\u52a8\u91d1\u521a\u7ebf\u7ec6\u7ebf\u5316\u8fdb\u7a0b\u52a0\u5feb\uff0c \u901a\u8fc7\u51cf\u5c0f\u5207\u5272\u635f\u8017\u6709\u5229\u4e8e\u8282\u7ea6\u7845\u6210\u672c\uff0c\u540c\u65f6\u7ec6\u7ebf\u5316\u4e5f\u66f4\u597d\u5339\u914d\u7845\u7247\u8584\u7247\u5316\u3002\u76ee\u524d\u4e3b\u6d41\u91d1\u521a \u7ebf\u7ebf\u5f84\u4e3a 36\/38\u03bcm\uff0c\u8fd1\u4e00\u5e74\u6765\u57fa\u672c\u4fdd\u6301\u6bcf\u4e2a\u5b63\u5ea6\u4e0b\u964d 2\u03bcm \u8d8b\u52bf\u3002\u800c\u968f\u7740\u91d1\u521a\u7ebf\u7ebf\u5f84\u8d8a\u7ec6\uff0c \u5176\u7834\u65ad\u5f20\u529b\u8d8a\u5c0f\uff08\u7ebf\u5f84\u6bcf\u51cf\u5c11 2\u03bcm \u7834\u65ad\u5f20\u529b\u4e0b\u964d\u7ea6 0.5N\uff09\uff0c\u56e0\u6b64\u5207\u7247\u96be\u5ea6\u548c\u8017\u7528\u91cf\u8d8a\u591a\uff0c \u4ee5 182 \u5c3a\u5bf8\u7845\u7247\u4e3a\u4f8b\uff0c\u901a\u5e38\u7845\u7247\u539a\u5ea6\u6bcf\u51cf\u8584 5\u03bcm\uff0c\u91d1\u521a\u7ebf\u8017\u7528\u91cf\u5c06\u589e\u52a0 0.3m\/\u7247\u3002\u51fa\u4e8e\u7b80 \u5316\u8003\u8651\uff0c\u6211\u4eec\u4ee5 155\u03bcm \u7845\u7247\u539a\u5ea6\u4e3a\u57fa\u51c6\uff0c\u63a8\u7b97\u51fa\u5728\u7845\u6599\u4ef7\u683c 9.8 \u4e07\u5143\/\u5428\u4ee5\u4e0a\u7684\u60c5\u51b5\u4e0b\uff0c \u9884\u8ba1\u7ec6\u7ebf\u5316\u5bf9\u5207\u7247\u964d\u672c\u5c06\u6709\u6b63\u9762\u4f5c\u7528\u3002\u56e0\u6b64\uff0c\u5728\u8fd1\u4e24\u5e74\u7845\u6599\u4ef7\u683c\u6709\u671b\u7ef4\u6301\u76f8\u5bf9\u9ad8\u4f4d\u7684\u60c5\u51b5 \u4e0b\uff0c\u9884\u8ba1\u7ec6\u7ebf\u5316\u8fdb\u7a0b\u4ecd\u5c06\u5ef6\u7eed\u3002<\/p>\n

\u4f18\u8d28\u91d1\u521a\u7ebf\u4f9b\u5e94\u8d8b\u7d27\uff0c\u7ec6\u7ebf\u5316\u548c\u89c4\u6a21\u589e\u957f\u6210\u4e3a\u7ade\u4e89\u91cd\u70b9\u3002\u5047\u8bbe 2022\/23 \u5e74\u5168\u7403\u5149\u4f0f\u88c5 \u673a\u5206\u522b\u4e3a 230\/300GW\uff0c\u8003\u8651\u5bb9\u914d\u6bd4\u3001\u7ec6\u7ebf\u5316\u7b49\u56e0\u7d20\uff0c\u9884\u8ba1\u91d1\u521a\u7ebf\u9700\u6c42\u91cf\u5c06\u8fbe 1.6\/2.3 \u4ebf km\uff0c \u589e\u901f\u660e\u663e\u5feb\u4e8e\u5149\u4f0f\u88c5\u673a\uff0c\u4e14\u4ea7\u54c1\u5347\u7ea7\u8d8b\u52bf\u660e\u786e\u3002\u76ee\u524d\u884c\u4e1a\u4ea7\u80fd\u7ea6 1.7 \u4ebf km\uff0c\u4f9b\u7ed9\u7d27\u5f20\uff1b\u9884\u8ba1 2023 \u5e74\u884c\u4e1a\u4ea7\u80fd\u6216\u589e\u81f3\u8fd1 3 \u4ebf km\uff0c\u4f46\u8003\u8651\u6295\u4ea7\u722c\u5761\u8fdb\u5ea6\u548c\u90e8\u5206\u7c97\u7ebf\u843d\u540e\u4ea7\u80fd\u9762\u4e34\u6dd8 \u6c70\uff0c\u5b9e\u9645\u4ea7\u80fd\u5229\u7528\u7387\u9700\u6253\u6298\u6263\uff0c\u9884\u8ba1\u4f9b\u5e94\u4ecd\u7136\u76f8\u5bf9\u7d27\u4fcf\uff0c\u5177\u5907\u89c4\u6a21\u53ca\u4ea7\u54c1\u7ed3\u6784\u4f18\u52bf\u7684\u5382\u5546 \u6709\u671b\u5145\u5206\u53d7\u76ca\u3002<\/p>\n

<\/div>\n

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\u7b2c\u4e09\u65b9\u5207\u7247\u4ee3\u5de5\u89e3\u51b3\u5ba2\u6237\u7684\u4e09\u5927\u75db\u70b9\uff1a\u7845\u7247\u4f4e\u6210\u672c\u9ad8\u8d28\u91cf\uff0c\u8282\u7701\u5927\u91cf\u5f00\u652f\uff0c\u964d\u4f4e\u6280\u672f \u8fed\u4ee3\u98ce\u9669\uff0c\u5177\u6709\u5e7f\u9614\u7684\u5e02\u573a\u7a7a\u95f4\u3002\u4ee5 210 \u4e3a\u4f8b\u6d4b\u7b97\uff0c\u5ba2\u6237\u81ea\u5efa\u5de5\u5382\u7684\u5207\u7247\u6210\u672c\u7ea6\u4e3a 0.06 \u5143\/\u74e6\uff0c\u5207\u7247\u4ee3\u5de5\u6210\u672c\u7ea6\u4e3a 0.05 \u5143\/\u74e6\uff0c\u663e\u8457\u4f4e\u4e8e\u5ba2\u6237\u81ea\u5efa\u5de5\u5382\u7684\u5207\u7247\u6210\u672c\u3002\u5728\u6210\u672c\u4f18\u52bf\u7684 \u57fa\u7840\u4e0a\uff0c\u5207\u7247\u4ee3\u5de5\u540c\u65f6\u53ef\u4ee5\u89e3\u51b3\u964d\u4f4e\u5ba2\u6237\u7684\u6280\u672f\u8fed\u4ee3\u98ce\u9669\uff0c\u7531\u4e8e\u7845\u7247\u5c3a\u5bf8\u7684\u5267\u70c8\u53d8\u5316\u4ee5\u53ca \u8bbe\u5907\u517c\u5bb9\u6027\u95ee\u9898\uff0c\u5b58\u91cf\u4ea7\u80fd\u5177\u6709\u8f83\u9ad8\u6dd8\u6c70\u98ce\u9669\uff0c\u4ee5\u9ad8\u6d4b\u80a1\u4efd(89.030, 2.63, 3.04%)\u4e3a\u4ee3\u8868\u7684\u4f18\u8d28\u5207\u7247\u4ee3\u5de5\u5546\uff0c\u5176 \u8bbe\u5907\u548c\u91d1\u521a\u7ebf\u5747\u4e3a\u81ea\u4e3b\u7814\u53d1\u7684\u5e73\u53f0\u5316\u4ea7\u54c1\uff0c\u6613\u4e8e\u8fdb\u884c\u6280\u672f\u5347\u7ea7\u8fed\u4ee3\u3002\u6b64\u5916\uff0c\u5207\u7247\u4ee3\u5de5\u53ef\u4ee5 \u4e3a\u5ba2\u6237\u8282\u7ea6\u8d44\u672c\u5f00\u652f\uff0c\u8282\u7701\u5728\u5207\u7247\u73af\u8282\u7684\u91cd\u8d44\u4ea7\u6295\u5165\u53ef\u7528\u4e8e\u62c9\u68d2\u548c\u5176\u4ed6\u4e1a\u52a1\u7684\u62d3\u5c55\u3002<\/p>\n

\u6280\u672f\u9769\u65b0\u5f15\u9886\u964d\u672c\u589e\u6548\uff0c\u9700\u6c42\u5347\u7ea7\u5f15\u7206\u589e\u91cf\u5e02\u573a<\/p>\n

TOPCon \u5f00\u542f\u4ea7\u4e1a\u5316\u5143\u5e74\uff0c\u7535\u6c60\u8bbe\u5907\u9700\u6c42\u6301\u7eed\u653e\u91cf<\/span><\/p>\n

TOPCon \u7535\u6c60\u4f18\u52bf\u663e\u8457\uff0c\u591a\u5de5\u827a\u8def\u7ebf\u5e76\u8fdb\u3002TOPCon \u7535\u6c60\u4f18\u52bf\u4f53\u73b0\u4e09\u65b9\u9762\uff1a\u4f18\u5f02\u7684\u8868 \u9762\u9009\u62e9\u6027\u949d\u5316\u80fd\u529b\u63d0\u5347\u7535\u6c60\u8f6c\u6362\u6548\u7387\uff0c\u76ee\u524d\u884c\u4e1a\u91cf\u4ea7\u6548\u7387 24.5%-25%\uff0c\u672a\u6765\u4ea7\u4e1a\u5316\u6548\u7387\u6709 \u66f4\u9ad8\u7684\u63d0\u5347\u7a7a\u95f4\uff1b\u62e5\u6709\u4f4e\u8870\u51cf\u3001\u9ad8\u53cc\u9762\u7387\u3001\u4f4e\u6e29\u5ea6\u7cfb\u6570\u7b49\u4f18\u70b9\uff0c\u63d0\u5347\u7ec4\u4ef6\u53d1\u7535\u589e\u76ca\uff1bTOPCon \u4e0e PERC \u4ea7\u7ebf\u517c\u5bb9\uff0c\u8bbe\u5907\u6539\u9020\u5347\u7ea7\u53ef\u8fbe\u5230\u964d\u672c\u76ee\u7684\uff0c\u4e14\u8d85\u7ec6\u6805\u5de5\u827a\u5e26\u6765\u7684\u94f6\u6d46\u964d\u672c\uff0c\u80fd\u591f \u7ed9\u4e88 TOPCon \u66f4\u5927\u7684\u7ade\u4e89\u4f18\u52bf\u3002TOPCon \u5236\u9020\u6709\u4e09\u4e2a\u6838\u5fc3\u5de5\u827a\uff0c\u5305\u62ec\u754c\u9762\u6c27\u5316\u7269\u751f\u957f\u3001 \u672c\u5f81\u591a\u6676\u7845\u6c89\u79ef\u53ca\u591a\u6676\u7845\u63ba\u6742\uff0c\u6838\u5fc3\u8bbe\u5907\u6280\u672f\u8def\u7ebf\u5305\u62ec LPCVD\u3001PECVD \u53ca ALD \u8def\u7ebf\uff0c LP \u662f\u76ee\u524d\u4e3b\u6d41\u91cf\u4ea7\u8def\u7ebf\uff0c\u540e\u4e24\u8005\u8fd1\u671f\u4ea7\u4e1a\u5316\u9a8c\u8bc1\u6570\u636e\u5747\u8868\u73b0\u8f83\u597d\uff0c\u6709\u8fdb\u4e00\u6b65\u964d\u672c\u63d0\u6548\u7684 \u7a7a\u95f4\uff0c\u9884\u8ba1\u4e0b\u534a\u5e74\u5c06\u5f00\u542f\u4ea7\u4e1a\u5316\u5e94\u7528\u3002<\/p>\n

<\/div>\n

\u8584\u7247\u5316\u7b49\u964d\u672c\u6548\u679c\u663e\u8457\uff0cTOPCon \u4e00\u4f53\u5316\u6210\u672c\u8f83 PERC \u4ec5\u9ad8 0.03 \u5143\/W\u3002\u4ece\u6210\u672c\u7aef\u6765 \u770b\uff0c\u7845\u7247\u6210\u672c\u8f83 PERC \u9ad8 0.03 \u5143\/W\uff0c\u4e3b\u8981\u6765\u81ea\u4e8e N \u578b\u7845\u6599\u4ef7\u683c\u9ad8\u3001\u8584\u7247\u5316\u8fdb\u5c55\u53ca\u975e\u7845\u6210 \u672c\u504f\u9ad8\uff1b\u7535\u6c60\u73af\u8282\u7684\u6210\u672c\u8f83 PERC \u9ad8 0.05 \u5143\/W\uff0c\u4e3b\u8981\u6765\u81ea N \u578b\u8bbe\u5907\u6298\u65e7\u6210\u672c\u4e0e\u94f6\u6d46\u8017\u91cf \u63d0\u5347\u6240\u81f4\uff0c\u9884\u8ba1\u968f\u7740\u94f6\u6d46\u964d\u4ef7\u3001SMBB \u6280\u672f\u666e\u53ca\u5c06\u5e26\u6765\u6210\u672c\u4e0b\u964d\uff1b\u7ec4\u4ef6\u6548\u7387\u63d0\u5347\u5e26\u6765\u975e\u7845 \u6210\u672c\u4e0b\u964d 0.03 \u5143\/W\uff0c\u7ec4\u4ef6\u5c01\u88c5\u73af\u8282\uff0c\u4e0e\u7ec4\u4ef6\u9762\u79ef\u76f8\u5173\u7684\u80f6\u819c\u3001\u73bb\u7483\u3001\u8fb9\u6846\u53ca\u710a\u5e26\u7b49\u8f85\u6750 \u6210\u672c\uff0c\u968f\u7740\u5355\u4f4d\u9762\u79ef\u74e6\u6570\u7684\u63d0\u5347\uff0c\u53ef\u5b9e\u73b0\u76f8\u5173\u8f85\u6750\u6210\u672c\u7684\u4e0b\u964d\u3002\u7efc\u5408\u6765\u770b\uff0cTOPCon \u4e00\u4f53 \u5316\u7ec4\u4ef6\u751f\u4ea7\u6210\u672c\u8f83 PERC \u9ad8 0.03 \u5143\/W\uff0c\u800c HJT \u4e00\u4f53\u5316\u7ec4\u4ef6\u6210\u672c\u8f83 TOPCon \u9ad8\u51fa 0.07 \u5143 \/W\uff0c\u4e2d\u77ed\u671f\u770b TOPCon \u7684\u6210\u672c\u4f18\u52bf\u660e\u663e\u9ad8\u4e8e HJT\u3002<\/p>\n

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<\/div>\n

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\u9884\u8ba1 2021-25 \u5e74\u5fae\u9006\u5e02\u573a\u7a7a\u95f4 CAGR \u7ea6 50%\uff0c\u56fd\u4ea7\u5fae\u9006\u9f99\u5934\u6709\u671b\u5feb\u901f\u5d1b\u8d77\u3002\u901a\u8fc7\u8ddf \u8e2a\u56fd\u5185\u5916\u4e3b\u8981\u5fae\u578b\u9006\u53d8\u5668\u5382\u5546\u7684\u51fa\u8d27\u60c5\u51b5\uff0c\u6211\u4eec\u4f30\u7b97 2021 \u5e74\u5168\u7403\u5fae\u9006\u51fa\u8d27\u89c4\u6a21\u589e\u81f3\u7ea6 4.5GW\uff0c\u5728\u5168\u7403\u5149\u4f0f\u88c5\u673a\u548c\u5206\u5e03\u5f0f\u88c5\u673a\u6e17\u900f\u7387\u6216\u5206\u522b\u589e\u81f3 3%\u548c 7%\u3002\u540c\u65f6\uff0c\u5728\u56fd\u5185\u6574\u53bf \u5149\u4f0f\u3001\u5168\u7403\u6237\u7528\u3001BIPV \u7b49\u5206\u5e03\u5f0f\u5e02\u573a\u88c5\u673a\u5360\u6bd4\u63d0\u5347\uff0c\u4ee5\u53ca\u5b89\u5168\u6027\u8981\u6c42\u6301\u7eed\u63d0\u5347\u7684\u63a8\u52a8\u4e0b\uff0c \u968f\u7740\u5fae\u578b\u9006\u53d8\u5668\u4ea7\u54c1\u6027\u4ef7\u6bd4\u6301\u7eed\u4f18\u5316\uff0c\u6e17\u900f\u7387\u6709\u671b\u8fce\u6765\u5feb\u901f\u63d0\u5347\u3002\u8003\u8651\u5230\u5fae\u9006\u4ef7\u683c\u548c\u6210\u672c\u6709\u671b\u6301\u7eed\u4e0b\u964d\uff0c\u6211\u4eec\u9884\u8ba1 2025 \u5e74\u5fae\u578b\u9006\u53d8\u5668\u5e02\u573a\u7a7a\u95f4\u6216\u8d85 300 \u4ebf\u5143\uff0c\u5bf9\u5e94 CAGR \u7ea6 50%\u3002\u56fd\u4ea7\u5fae\u578b\u9006\u53d8\u5668\u4f18\u8d28\u5382\u5546\u79be\u8fc8\u80a1\u4efd(933.020, -18.98, -1.99%)\u3001\u6631\u80fd\u79d1\u6280(562.010, 0.51, 0.09%)\u3001\u5fb7\u4e1a\u80a1\u4efd(354.040, 1.02, 0.29%)\u6709\u671b\u53d7\u76ca\u4e8e\u6d77\u5916\u5fae\u9006\u5e02\u573a\u9700\u6c42\u52a0 \u901f\u589e\u957f\u3001\u4ea7\u54c1\u6301\u7eed\u5347\u7ea7\u3001\u5168\u7403\u5ba2\u6237\u62d3\u5c55\u4ee5\u53ca\u56fd\u5185\u5e02\u573a\u5d1b\u8d77\uff0c\u8fce\u6765\u9ad8\u901f\u589e\u957f\u3002\uff08\u62a5\u544a\u6765\u6e90\uff1a\u672a\u6765\u667a\u5e93\uff09<\/p>\n

<\/div>\n

\u6d77\u5916\u50a8\u80fd\u7ecf\u6d4e\u6027\u6301\u7eed\u63d0\u5347\uff0c\u5149\u50a8\u5e02\u573a\u6253\u5f00\u9006\u53d8\u5668\u589e\u91cf\u7a7a\u95f4<\/span><\/p>\n

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\u4e3a\u4e86\u6d4b\u7b97\u6b27\u6d32\u6237\u7528\u5149\u4f0f+\u50a8\u80fd\u9879\u76ee\u7684\u7ecf\u6d4e\u6027\uff0c\u6211\u4eec\u4f5c\u51fa\u4ee5\u4e0b\u51e0\u9879\u6838\u5fc3\u5047\u8bbe\uff1a1\uff09\u5047\u8bbe \u5c45\u6c11\u65e5\u5747\u7528\u7535 20KWh\uff0c\u5c45\u6c11\u7535\u4ef7\u4e3a 0.327 \u6b27\u5143\/KWh\uff0c\u6b27\u6d32\u4e3b\u6d41 FIT \u4e0a\u7f51\u7535\u4ef7\u4e3a 0.037 \u6b27 \u5143\/KWh\uff1b2\uff09\u5047\u8bbe\u6237\u7528\u5149\u4f0f\uff083KW\uff09\u9020\u4ef7 2533.33 \u6b27\u5143\uff0c\u5149\u4f0f\u65e5\u5747\u5229\u7528 5 \u5c0f\u65f6\uff0c\u53d1\u7535\u81ea\u7528 \u7387 21%\uff1b3\uff09\u5047\u8bbe\u6237\u7528\u50a8\u80fd\u529f\u7387\u4e3a 10KWh \u9020\u4ef7\u4e3a 4000 \u6b27\u5143\uff0c\u4f7f\u7528\u5e74\u9650\u4e3a 10 \u5e74\uff0c\u5b89\u88c5\u50a8 \u80fd\u8bbe\u5907\u540e\u5c45\u6c11\u53d1\u7535\u81ea\u7528\u7387\u4e3a 80%\u3002<\/p>\n

<\/div>\n

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\u50a8\u80fd\u5e02\u573a\u589e\u957f\u6f5c\u529b\u5de8\u5927\uff0c\u9884\u8ba1 2022H2 \u5149\u50a8\u88c5\u673a\u5c06\u8fce\u7206\u53d1\u3002\u4ece\u6d77\u5916\u6765\u770b\uff0c\u5728\u4fc4\u4e4c\u6218\u4e89 \u4e4b\u540e\u4f20\u7edf\u80fd\u6e90\u4ef7\u683c\u4e0a\u6da8\u5bfc\u81f4\u7535\u529b\u6210\u672c\u63d0\u5347\uff0c\u6b27\u7f8e\u7b49\u53d1\u8fbe\u56fd\u5bb6\u7535\u4ef7\u6301\u7eed\u4e0a\u6da8\uff0c\u65b0\u80fd\u6e90\u53d1\u7535\u4e0e \u50a8\u80fd\u914d\u7f6e\u7684\u7ecf\u6d4e\u6027\u8fdb\u4e00\u6b65\u63d0\u5347\u3002\u968f\u7740\u50a8\u80fd\u5728\u65b0\u578b\u7535\u529b\u7cfb\u7edf\u4e2d\u7684\u91cd\u8981\u6027\u9010\u6b65\u63d0\u5347\uff0c\u56fd\u5185\u5916\u653f \u7b56\u52a0\u7801\u548c\u7cfb\u7edf\u6210\u672c\u9010\u6b65\u4e0b\u964d\uff0c\u6211\u4eec\u9884\u8ba1\u672a\u6765\u4e09\u5e74\u50a8\u80fd\u5e02\u573a\u88c5\u673a\u89c4\u6a21 CAGR \u6709\u671b\u8fbe 80%\u5de6 \u53f3\uff0c\u5176\u4e2d\u6b27\u7f8e\u662f\u4e3b\u8981\u7684\u50a8\u80fd\u589e\u91cf\u88c5\u673a\u5e02\u573a\uff0c\u5c24\u5176\u662f 2022H2\uff0c\u9884\u8ba1\u6b27\u7f8e\u50a8\u80fd\u88c5\u673a\u91cf\u4f1a\u968f\u7740 \u5149\u4f0f\u88c5\u673a\u5feb\u901f\u63d0\u5347\u800c\u5448\u73b0\u7206\u53d1\u5f0f\u589e\u957f\u6001\u52bf\u3002<\/p>\n

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