??????å¨??¡ä»½??å¸???ä¸?å­£æ?¥æ?¾ç¤ºï¼????¸é?å­£å??°è?¥æ??32.45亿å??ï¼???æ¯?å¢???4.67ï¼?ï¼???å®??°å?æ¯??£é?????©æ¶¦85.04亿å??ï¼???æ¯?å¢???5.62ï¼?ï¼?å®??°å?æ¯????©æ¶¦86.01亿å??ï¼???æ¯?å¢???5.59ï¼?????å¨??¡ä»½è¡¨ç¤ºï¼??¥å??????é«?çº??¶ç????µæ?????ç»?件产??产é??????ç»???¿ï?å¸þ@?¨ç??¥ä?绩继ç»????é«???å¢??¿ã??

????

?????¼å?注æ?????????å¨??¡ä»½ä¸?季度??????©ç??è¾¾å?°ä?43.15ï¼?ï¼?è¾??»å¹´?¨å¹´æ¯??©ç??38.17ï¼?è¿?ä¸?æ­¥æ????ï¼?è¿?ä¹?è¶??ºå??ºé?????

????2023年以?¥ï?ç¡???ä»·æ?¼æ???¾å???½ï??¨ä?å®?ç¨?åºþ???ºæ???ä¼?è£??ºé??æ±?ï¼?è¿?ä¹?å¸þ@?¨ä???å¨??¡ä»½ç¡????ºè´§å¢??¿ã????VInfoLink?°æ???2023Q1å¤??¶ç??´å?????价为206??/kgï¼?è¾?2022Q4??ä»?90??/kgä¸???28.8ï¼???

?????±ä???????ä¾?ç»?ç´§å?å±??¢ç?解ï?å¸??ºæ????å°?ä»?å¹´è?为å??ä¼?è£??ºå¤§å¹´ã??ä¸??½å??ä¼???ä¼?é¢?计ï?2023年中?½å??ä¼??°å?è£??ºå??5-120GWä¹??´ï??¨ç????ä¼??°å?è£??ºå??80-330GWä¹??´ã??

????ä¸?è¿?ï¼?ä¸?¿¡??è´§ä?份æ?¥å??é¢?计ï?ä¸?游产ä¸??¾ä»·?¼é???å°?ä¼?ä¸?è¡?ï¼?ç¡?????äº?023å¹´é?å¢?é¢???ä¸???ï¼?é¢?计å?½å??ä»?å¹´ç???产é??å°?è¶?è¿?140ä¸???????¨ç??产é????计è?è¿?155ä¸????对å???»¡è¶³è?è¿?600GWç»?件ã??该æ?ºæ?????¶è¡¨ç¤ºï???设ä?å¹´å?¨ç????ä¼?è£??ºä¸º330GWï¼?????ç»?件ä?400GW??

????å®???ä¸?ï¼?ä¸?游ç????ä¸?绩é?å¢??¨ä?å­£æ?¥å·²????ä½??°ã???¶ç??½æ?23?¥æ???²ç??ä¸?季度ä¸?绩é????¾ç¤ºï¼?该å???¸é?计ä?季度å®??°å???©æ¶¦ä¸?6亿å????7亿å??ï¼???æ¯?å¢???298.89ï¼???23.82ï¼?ï¼????£é?????©æ¶¦ä¸?2亿å????3亿å??ï¼???æ¯?ä¸???299.48ï¼???32.77ï¼???

????æ´?30亿å??大红??

??????å¨??¡ä»½???¥æ????022å¹´å¹´?¥ï??¶å?»å¹´?¨å¹´?¥æ?¶è¾¾??424.23亿å??ï¼???æ¯?å¢???19.69ï¼?ï¼????©æ¶¦ä¸?57.26亿å??ï¼???æ¯?å¢???17.25ï¼?ï¼????£é?????©æ¶¦??ä¸?65.47亿å??ï¼???æ¯?å¢???16.5ï¼???

????ä»?ç»???é¢??????¥ï???å¨??¡ä»½é«?çº??¶ç?????å·¥ä??¡å??°è?¥æ??18.55亿å??ï¼????»è?¥æ?¶ç??43.43ï¼?ï¼???å¤??³è?½ç?µæ???ç»?件å???¸å?³ä??¡å??°è?¥æ??35.26亿å??ï¼????»è?¥æ?¶ç??37.58ï¼????¢è?ä¹?ï¼?å¤??¶ç????µæ???ç»?件ä??¡è?¥æ?¶å???????å¨??¡ä»½?»è?¥æ?¶ç???¾å??????

??????ä»?æ¯??©ç???°æ???¥ç??ï¼??¶ç?ä¸?大ä??¡æ?¿å??é«?çº??¶ç?????å·¥ä??¡æ??©ç??ä¸?5.13ï¼?ï¼?è¾?2021å¹´å???8.44ä¸??¾å???¹ã??ç¬??大ä??¡æ?¿å??å¤??³è?½ç?µæ???ç»?件å???¸å?³ä??¡æ?¿å????æ¯??©ç????ä¸?0.19ï¼?ï¼??½ç?¶è??»å¹´å¢???1.38ä¸??¾å???¹ã????è¦????????????å¨??¡ä»½?¨å?»å¹´8??宣å?è·¨å?¥å??ä¼?ç»?件ç????ï¼?å°???????伸è?³ä?游ã??

????å®???ä¸?ï¼??¨é??å¨??¡ä»½å¹´æ?¥ä¸­??å¼?人ç?©ç???????¶å??红æ?¹æ????¹æ?????ï¼???å¨??¡ä»½?????¨ä??¡ä?æ¯?10?¡æ´¾???°é??红å??8.58????

????

???????³ç????ï¼???å¨??¡ä»½?»è?¡æ??¸º45.02亿è?¡ã??以æ?计ç?ï¼???å¨??¡ä»½æ­¤æ???红æ?»é?é«?è¾?28.67亿å??ï¼??¶æ´¾????çºþ?¸º50ï¼???

??????????24?¥æ?¶ç??ä»·è?ç®?ï¼????¸å??¼ä¸º1747亿å??ï¼??¡æ????é«?è¾?.36ï¼?????å¨??¡ä»½æ­¤æ?æ´¾å??28.67亿å??????大红????ï¼?ä¹???????¸ä?å¸?以æ?¥æ??大æ??ç¬???çº ¬??

?????¡å?ºè??èµ???计达260亿å??

???????¥ï???å¨??¡ä»½è¿????ºé?è¾?60亿å????å®?å¢?计å?????¶è?????ä¸?è¶?è¿?35???¹å???èµ?????è¡??¡ä»½ï¼?????è¡????¡ä»½ä¸?è¶?è¿?çº?亿è?¡ï???è¡?ä»·æ?¼ä¸º39.69??/?¡ï?????èµ???ä¸?è¶?è¿?160亿å????è¿?ä¹?????å¨??¡ä»½ä¸?å¸?以æ?¥æ??大è?模å??èµ???

???????解ï???å¨??¡ä»½è®¡å??å°?????èµ???????0ä¸??¨é?çº??¶ç?项ç????äº?????å¨?æ°´ç?µç???é«?çº??¶ç?绿è?²è?½æ?项ç???äº???20ä¸???å¹´é?çº??¶ç?项ç?????

????

?????????¾ç¤ºï¼?20ä¸??¨é?çº??¶ç?项ç???»æ??èµ?é¢?ä¸?01.08亿å??ï¼???使ç?¨å????èµ???94亿å????项ç??»ºè®¾æ??ä¸?8ä¸???ï¼???èµ?è´¢å?¡å???¨æ?¶ç????ä¸?9.02ï¼?ï¼?ç¨???ï¼?ï¼?è¿??¥æ??é¢?计å??°è?¥æ??36.4亿å???????©æ¶¦34.71亿å????

????äº?????å¨?æ°´ç?µç???é«?çº??¶ç?绿è?²è?½æ?项ç???äº???20ä¸???å¹´é?çº??¶ç?项ç????»æ??èµ?é¢?ä¸?00.79亿å??ï¼???使ç?¨å????èµ???66亿å????项ç??»ºè®¾æ??ä¸?8ä¸???ï¼???èµ?è´¢å?¡å???¨æ?¶ç????ä¸?6.96ï¼?ï¼?ç¨???ï¼?ï¼?è¿??¥æ??é¢?计å??°è?¥ä??¶å??36.4亿å???????©æ¶¦32.32亿å????

?????¤æ?ä¹?å¤?ï¼???å¨??¡ä»½è¿?计å????ä¸??½é?¶è??´å??ºäº¤??????ä¼??³è?注å??????è¡??ºå?¡è??èµ?å·¥å?·ï?DFIï¼?ï¼???è¡?è§?模ä?è¶?è¿?100亿å????两ç??¡å?ºè??èµ??»é??é¢???计é?è¾?60亿å????

????????022å¹´å?ï¼??¨é?çº??¶ç?é¢???ï¼???å¨??¡ä»½å·²å½¢??ä¹?å±±ã????头ã??ä¿?å±±ä?大é?çº??¶ç???产å?ºå?°ã??è¿?家å??ä¼?巨头称ï??¶æ?????¨äº§äº§è?½æ»¡è´??·è?è¡?ï¼?产è?½å?©ç?¨ç??122.91ï¼?ï¼??¨å¹´å®??°é????25.68 ä¸????产é????96.19ï¼???

????????022å¹´æ?????å¨??¡ä»½å·²å½¢??é«?çº??¶ç?年产?½è?26ä¸????å¤??³è?½ç?µæ?年产?½è?è¿?70GWï¼?ç»?件年产è??4GW??????022å¹???ï¼?该å???¸æ?¾è???2024-2026å¹´é?çº??¶ç???å¤??³è?½ç?µæ?ç´??产è?½è?模å????¾¾??0-100ä¸??¨ã??130-150GW??

????