London, Lub Yim Hli 3rd (Argus) - Cov nyiaj tau los ntawm kev muag khoom ntawm cov thawj coj cadmium telluride nyias- zaj duab xis hnub ci chaw tsim khoom hauv Tebchaws Meskas, Thawj Hnub Ci, poob rau lub quarter thib ob piv rau tib lub sijhawm xyoo tas los, tab sis qhov muag ntim tau nce me ntsis.
Cov nyiaj tau los ntawm kev muag khoom ntawm Thawj Hnub Ci hauv lub quarter thib ob yog 1.06 billion US las, 4% txo qis piv rau tib lub sijhawm xyoo 2025, tab sis nce me ntsis piv rau 1.04 billion US dollars hauv thawj peb lub hlis twg ntawm 2026.
Qhov kev poob qis no feem ntau yog vim qhov txo qis hauv cov nyiaj tau los ntawm kev cog lus txiav tawm, txawm hais tias qhov nce ntawm cov khoom muag muag rau cov neeg thib peb feem cuam tshuam qhov kev poob qis no.
Tag nrho cov khoom muag hauv lub quarter thib ob yog 3.7 GW, suav nrog 3.4 GW hauv Tebchaws Meskas thiab 0.3 GW hauv Is Nrias teb. Kev muag khoom ntim tau ua raws li qhov kev cia siab yav dhau los ntawm 3.4-4 GW rau lub quarter no, siab dua 3.6 GW hauv tib lub sijhawm xyoo tas los.
Hauv lub quarter thib ob, cov nyiaj tau los hloov kho ua ntej paj paj, se, depreciation, thiab amortization tau nce mus rau 644 lab US las, nce 15% xyoo- ntawm- xyoo thiab 24% nce lub hli- ntawm - hli.
Raws li lub Rau Hli 30th, lub tuam txhab cov ntaub ntawv rov qab ntawm cov ntawv cog lus poob los ntawm 47.9 GW thaum kawg ntawm lub Peb Hlis mus rau 45.1 GW. Tus nqi rov qab tam sim no yog kwv yees li 13.6 billion US las thiab npaj yuav xa mus txog 2030.
Tus Thawj Coj Tus Thawj Coj Mark Widmar tau hais tias ntawm 45.1 GW backlog, kwv yees li 41 GW muaj qee yam kev xav tau txuas nrog.
Lub tuam txhab Asmeskas lub Hoobkas tab tom ua haujlwm ntawm kev siv tus nqi siab kom tau raws li qhov xav tau ntawm cov khoom siv hauv tsev. Lub Hoobkas tshiab hauv South Carolina xav tias yuav ua tiav thawj theem thiab pib tsim khoom hauv ib nrab xyoo no.
Thawj Hnub Ci tau tuav nws cov lus qhia rau lub xyoo no, tsom mus rau kev muag khoom ntawm 17-18.2 GW thiab muag muag ntawm 4.9-5.2 billion US dollars.
