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<div class="rightMsg"> <a href="/202409/21/382441.html" target="_blank"><h2>国电投、中能建组件开标,超低价能按时供货吗?</h2></a> <span>2024-09-21</span> </div> <p class="rightP">9月份以来,多家央企的组件招标进入开标阶段,企业投标价格屡创新低。华电集团招标中,曾有企业投出0.6221元/W的超低价,刷新投标价下限的同时,更挑战着所有光伏人的底线。曾经不少业内人士认为,组件跌破0.8元/W将成为行业供需调整、触底反弹的重要节点,但随着Top10品牌推出0.6X元/W的组件产品,2024年内行业回暖的愿望基本破灭,即使上游硅料涨价,也只是让部分企业的伤口减小(而不是愈合),电池、组件环节的利润依然为负。甚至很多人在猜测,每一次招标中,最低价可能达到多少,谁会打开新的潘多拉魔盒。</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-87205.html" target="_blank">中能建</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-2790.html" target="_blank">国电投</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-394060.html" target="_blank">组件开标</a> </div> </div> </div> <div class="listBox"> <a href="/202407/23/380526.html" target="_blank" class="imgBox" title="2024年上半年光伏组件出货量榜单发布,27家企业上榜"> <img src="https://img.solarbe.com/202407/23/15254247122108.jpg?imageView2/2/w/504" alt="2024年上半年光伏组件出货量榜单发布,27家企业上榜" title="2024年上半年光伏组件出货量榜单发布,27家企业上榜"/> </a> <div class="listBoxRight "> <div class="rightMsg"> <a href="/202407/23/380526.html" target="_blank"><h2>2024年上半年光伏组件出货量榜单发布,27家企业上榜</h2></a> <span>2024-07-23</span> </div> <p class="rightP">进入二季度以来受供应链供需关系影响,硅料价格保持低位,推动硅片、电池、组件价格下行,7月份已经出现n型双面组件0.75元/W以下的中标价格,且中标单位为Top10级组件厂商,可见竞争之激烈。从索比光伏网之前发布的</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-1678.html" target="_blank">出货量</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-920.html" target="_blank">组件</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-11155.html" target="_blank">通威太阳能</a> </div> </div> </div> <div class="listBox"> <div class="listBoxRight fulllist "> <div class="rightMsg"> <a href="/202407/10/380134.html" target="_blank"><h2>深度解析:工信部调整多项光伏制造指标,背后有怎样的逻辑?</h2></a> <span>2024-07-10</span> </div> <p class="rightP">7月9日工信部发布《光伏制造行业规范条件(2024年本)》(征求意见稿)和《光伏制造行业规范公告管理办法(2024年本)》(征求意见稿),公开征求意见。索比光伏网将这两份文件的2021年版本和2024年最新版本进行对照和梳理,</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-2150.html" target="_blank">智能制造</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-391754.html" target="_blank">组件尺寸</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-8.html" target="_blank">逆变器</a> </div> </div> </div> <div class="listBox"> <a href="/202407/03/379895.html" target="_blank" class="imgBox" title="华润288MW组件开标:最低0.7535元,一线品牌努力挺价!"> <img src="https://img.solarbe.com/202407/03/08532382210362.jpg?imageView2/2/w/504" alt="华润288MW组件开标:最低0.7535元,一线品牌努力挺价!" title="华润288MW组件开标:最低0.7535元,一线品牌努力挺价!"/> </a> <div class="listBoxRight "> <div class="rightMsg"> <a href="/202407/03/379895.html" target="_blank"><h2>华润288MW组件开标:最低0.7535元,一线品牌努力挺价!</h2></a> <span>2024-07-03</span> </div> <p class="rightP">以7月2日开标的华润新能源(西昌)有限公司凉山西昌佑君光伏发电项目光伏组件设备采购为例。招标公告显示,本次招标的组件容量为288.20792MWp,要求投标人晶体硅组件年产能不低于4500MWp(已投产)。此外,索比光伏网获悉,本次招标的需求为610Wp及以上n型组件,供货时间主要集中在今年四季度。</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-307433.html" target="_blank">华润新能源</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-3243.html" target="_blank">组件招标</a> </div> </div> </div> <div class="listBox"> <a href="/202405/01/378015.html" target="_blank" class="imgBox" title="2024年一季度组件出货量榜单发布!"> <img src="https://img.solarbe.com/202405/03/08432859210362.jpg?imageView2/2/w/504" alt="2024年一季度组件出货量榜单发布!" title="2024年一季度组件出货量榜单发布!"/> </a> <div class="listBoxRight "> <div class="rightMsg"> <a href="/202405/01/378015.html" target="_blank"><h2>2024年一季度组件出货量榜单发布!</h2></a> <span>2024-05-01</span> </div> <p class="rightP">4月29日,国家能源局举行新闻发布会,发布一季度能源形势和可再生能源并网运行情况。新能源和可再生能源司副司长潘慧敏介绍,2024年一季度,全国光伏新增并网4574万千瓦,同比增长36%,其中集中式光伏2193万千瓦,分布式光伏2380万千瓦。全国光伏发电量1618亿千瓦时,同比增长42%。</p> <div class="labelBox"> <a href="https://www.solarbe.com/topic/show-htm-itemid-554.html" target="_blank">光伏市场</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-401793.html" target="_blank">组件出货量榜单</a> 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