SMM Silicon-based PV Morning Brief: Battery Output Schedules Trimmed, Slight Module Inventory Reduction Amid Tiered Divergence

๊ฒŒ์‹œ๋จ: Oct 10, 2024 08:50
[SMM Silicon-based Photovoltaic Morning Meeting Summary: Battery Production Scheduling Declines, Slight Reduction in Module Inventory] In October, the production scheduling expectations of leading enterprises have all been increased, mainly due to the small inventory digestion achieved by some enterprises at the end of Q3, coupled with the pressure of Q4 shipment targets and the expected increase in delivery demand. However, the differentiation in production scheduling between first-tier enterprises and second- and third-tier enterprises has intensified. Small factories have made slight adjustments to production scheduling due to less order demand and holiday reasons. Overall, the production scheduling of modules in October is close to 53GW.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM PV ํ”Œ๋ž˜์‹œ]
49๋ถ„ ์ „
[SMM PV ํ”Œ๋ž˜์‹œ]
๋” ๋ณด๊ธฐ
[SMM PV ํ”Œ๋ž˜์‹œ]
[SMM PV ํ”Œ๋ž˜์‹œ]
ํ•œ ์„ ๋„ ์„์œ ํ™”ํ•™ ๊ณต์žฅ์ด ์–ด์ œ ํ•œ ์ƒ์‚ฐ ์žฌ๊ฐœ ๋ผ์ธ์„ ์ค‘๋‹จํ–ˆ๊ณ , ์˜ค๋Š˜ ๋‹ค๋ฅธ ๋ผ์ธ์—์„œ LDPE ์ƒ์‚ฐ์„ ์‹œ์ž‘ํ–ˆ๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ ์ด ๊ธฐ์—…์˜ ์ƒ์‚ฐ ์ผ์ •์€ ๊ณ ์•• ์†Œ์žฌ ๋ผ์ธ 1๊ฐœ์™€ PV ์†Œ์žฌ ๋ผ์ธ 1๊ฐœ์˜ ๋ณ‘ํ–‰ ์ƒ์‚ฐ์„ ์œ ์ง€ํ•  ๊ฒƒ์ด๋‹ค. ์ด๋ฒˆ ๋ผ์ธ ์กฐ์ • ์ดํ›„ ํ•ด๋‹น ๊ณต์žฅ์˜ PV ์†Œ์žฌ ์ƒ์‚ฐ ๊ทœ๋ชจ๋Š” ๋‹ค์†Œ ์ถ•์†Œ๋˜์—ˆ๋‹ค.
49๋ถ„ ์ „
[SMM PV ๋‰ด์Šค] ํ™”๋„ ์‚ฐ์‹œ ์„ ๋ฌด 100MW ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์ „์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„ ๋‹ฌ์„ฑ
51๋ถ„ ์ „
[SMM PV ๋‰ด์Šค] ํ™”๋„ ์‚ฐ์‹œ ์„ ๋ฌด 100MW ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์ „์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„ ๋‹ฌ์„ฑ
๋” ๋ณด๊ธฐ
[SMM PV ๋‰ด์Šค] ํ™”๋„ ์‚ฐ์‹œ ์„ ๋ฌด 100MW ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์ „์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„ ๋‹ฌ์„ฑ
[SMM PV ๋‰ด์Šค] ํ™”๋„ ์‚ฐ์‹œ ์„ ๋ฌด 100MW ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์ „์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„ ๋‹ฌ์„ฑ
2026๋…„ 8์›” 31์ผ, ํ™”๋„ ์‚ฐ์‹œ ์…˜๋ฌด 10๋งŒ kW ํƒœ์–‘๊ด‘(PV) ๋ฐœ์ „ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ „ ์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„๋ฅผ ๋‹ฌ์„ฑํ–ˆ์œผ๋ฉฐ, ์ด๋Š” ํ™”๋„ ์‚ฐ์‹œ ์‹ ์—๋„ˆ์ง€ ์ง€์‚ฌ์˜ ๋ˆ„์  ์„ค๋น„์šฉ๋Ÿ‰์ด 300๋งŒ kW๋ฅผ ๋„˜์–ด์„ฐ์Œ์„ ์˜๋ฏธํ•œ๋‹ค. ์…˜๋ฌด ํ”„๋กœ์ ํŠธ ์ฐฉ์ˆ˜ ์ดํ›„, ์‚ฐ์‹œ ๋ถ๋ถ€์˜ ์žฆ์€ ๊ฐ•ํ’ยท๋ชจ๋ž˜๋จผ์ง€ ๋‚ ์”จ, ๋ณต์žกํ•œ ์ง€ํ˜•ยท์ง€์„ธ, ์ œํ•œ๋œ ์‹œ๊ณต ์—ฌ๊ฑด, ์ด‰๋ฐ•ํ•œ ๊ณต๊ธฐ ๋“ฑ ์—ฌ๋Ÿฌ ๋„์ „์— ์ง๋ฉดํ•œ ๊ฐ€์šด๋ฐ ๋ชจ๋“  ๊ฑด์„ค ์ธ๋ ฅ์ด ํž˜์„ ๋ชจ์•„ ๋‚œ๊ด€์„ ๊ทน๋ณตํ•˜๊ณ  ์šฐ์ˆ˜์„ฑ์„ ์ถ”๊ตฌํ–ˆ๋‹ค. ์•ˆ์ „์ƒ์‚ฐ๊ณผ ํ’ˆ์งˆ๊ด€๋ฆฌ ์š”๊ตฌ์‚ฌํ•ญ์„ ์—„๊ฒฉํžˆ ์ดํ–‰ํ•˜๊ณ , ์‹œ๊ณต ๊ณ„ํš์„ ๊ณผํ•™์ ์œผ๋กœ ์กฐ์œจํ–ˆ์œผ๋ฉฐ, ์‹œ๊ณต ๊ณต์ • ํ๋ฆ„์„ ์ตœ์ ํ™”ํ•ด ์Šน์••๋ณ€์ „์†Œ ๊ฑด์„ค, ํƒœ์–‘๊ด‘ ํŒจ๋„ ์ง€์ง€๋Œ€ ์„ค์น˜, ๋ชจ๋“ˆ ํฌ์„ค, ์ง‘์ „์„ ๋กœ ์„ค์น˜, ์„ค๋น„ ๋””๋ฒ„๊น… ๋ฐ ๊ต์ • ๋“ฑ ํ•ต์‹ฌ ์—…๋ฌด๋ฅผ ์งˆ์„œ ์žˆ๊ฒŒ ์ถ”์ง„ํ–ˆ๋‹ค. ์ •๋ฐ€ ๊ด€๋ฆฌ, ํ‘œ์ค€ํ™” ์‹œ๊ณต, ์ƒ์‹œ์  ๋ฌธ์ œ ํ•ด๊ฒฐ์„ ํ†ตํ•ด ์‹œ๊ณต ๊ณผ์ •์˜ ๊ฐ์ข… ์–ด๋ ค์›€๊ณผ ๋ณ‘๋ชฉ์„ ํšจ์œจ์ ์œผ๋กœ ํ•ด์†Œํ•˜๊ณ  ๊ณต์ • ์ถ”์ง„์„ ์•ˆ์ •์ ์œผ๋กœ ๊ฐ€์†ํ™”ํ–ˆ์œผ๋ฉฐ, ์ตœ์ดˆ ๊ณ„ํ†ต ์—ฐ๊ณ„๋ถ€ํ„ฐ ์ „ ์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„๊นŒ์ง€์˜ ์™„๋ฒฝํ•œ ๋งˆ๋ฌด๋ฆฌ๋ฅผ ์„ฑ๊ณต์ ์œผ๋กœ ๋‹ฌ์„ฑํ•ด ํ™”๋„์˜ ์†๋„, ํ™”๋„์˜ ์ฑ…์ž„, ํ™”๋„์˜ ํ’ˆ์งˆ์„ ์ถฉ๋ถ„ํžˆ ์ž…์ฆํ–ˆ๋‹ค
51๋ถ„ ์ „
[SMM PV ๋‰ด์Šค] ๊ทนํ•œ์˜ '์—ด' ์‹œํ—˜์„ ๊ฒฌ๋ŽŒ๋‚ด๋‹ค: APsystems APstorage 261L, UL 9540A ์‹œํ—˜ ์„ฑ๊ณต์ ์œผ๋กœ ํ†ต๊ณผ!
55๋ถ„ ์ „
[SMM PV ๋‰ด์Šค] ๊ทนํ•œ์˜ '์—ด' ์‹œํ—˜์„ ๊ฒฌ๋ŽŒ๋‚ด๋‹ค: APsystems APstorage 261L, UL 9540A ์‹œํ—˜ ์„ฑ๊ณต์ ์œผ๋กœ ํ†ต๊ณผ!
๋” ๋ณด๊ธฐ
[SMM PV ๋‰ด์Šค] ๊ทนํ•œ์˜ '์—ด' ์‹œํ—˜์„ ๊ฒฌ๋ŽŒ๋‚ด๋‹ค: APsystems APstorage 261L, UL 9540A ์‹œํ—˜ ์„ฑ๊ณต์ ์œผ๋กœ ํ†ต๊ณผ!
[SMM PV ๋‰ด์Šค] ๊ทนํ•œ์˜ '์—ด' ์‹œํ—˜์„ ๊ฒฌ๋ŽŒ๋‚ด๋‹ค: APsystems APstorage 261L, UL 9540A ์‹œํ—˜ ์„ฑ๊ณต์ ์œผ๋กœ ํ†ต๊ณผ!
์ตœ๊ทผ ๊ตญ์ œ์ ์œผ๋กœ ๊ถŒ์œ„ ์žˆ๋Š” ์ธ์ฆ ๊ธฐ๊ด€์ธ TรœV ๋ผ์ธ๋ž€๋“œ์˜ ์ž…ํšŒ ํ•˜์—, APsystems์˜ APstorage 261L ์—๋„ˆ์ง€ ์ €์žฅ ํ†ตํ•ฉ ์บ๋น„๋‹›์€ ์ „ ์„ธ๊ณ„์ ์œผ๋กœ ์ธ์ •๋ฐ›๋Š” ๋™์‹œ์— ๋‚œ๋„๊ฐ€ ๋งค์šฐ ๋†’์€ UL 9540A ์—ดํญ์ฃผ ์ „ํŒŒ ํ…Œ์ŠคํŠธ๋ฅผ ํ†ต๊ณผํ•˜๋ฉฐ ์ธ์ƒ์ ์ธ ๊ฒฐ๊ณผ๋ฅผ ์–ป์—ˆ์Šต๋‹ˆ๋‹ค. ํ•ด๋‹น ์ œํ’ˆ์€ ์—ดํญ์ฃผ๋ฅผ ๋‹จ์ผ ์บ๋น„๋‹› ๋‚ด์— ์„ฑ๊ณต์ ์œผ๋กœ ์–ต์ œํ–ˆ์œผ๋ฉฐ ์ธ์ ‘ ์บ๋น„๋‹›์œผ๋กœ ํ™•์‚ฐ๋˜์ง€ ์•Š์•„ ์‹ค์ œ ์„ฑ๋Šฅ์ด ํ‘œ์ค€ ์š”๊ตฌ ์‚ฌํ•ญ์„ ํฌ๊ฒŒ ์›ƒ๋Œ์•˜์Šต๋‹ˆ๋‹ค. ์ด๋ฒˆ ํ…Œ์ŠคํŠธ ํ†ต๊ณผ๋Š” ์ œํ’ˆ์ด ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ์— ์ง„์ถœํ•˜๊ธฐ ์œ„ํ•œ '์•ˆ์ „ ์—ฌ๊ถŒ' ์—ญํ• ์„ ํ•˜๋ฉฐ, ์ค‘๊ตญ ์™ธ ์‹œ์žฅ์—์„œ APsystems APstorage ์ƒ์—…์šฉ ๋ฐ ์‚ฐ์—…์šฉ ์—๋„ˆ์ง€ ์ €์žฅ ์ œํ’ˆ์˜ ํ•ต์‹ฌ ๊ฒฝ์Ÿ๋ ฅ์„ ํ•œ์ธต ๋” ๊ฐ•ํ™”ํ•  ๊ฒƒ์ž…๋‹ˆ๋‹ค.
55๋ถ„ ์ „
[SMM Silicon-based Photovoltaic Morning Meeting Summary: Battery Produ - Shanghai Metals Market (SMM)