Mutengo wepolysilicon wadonha pasi pe200 yuan/kg, uye hapana mubvunzo kuti wakapinda munzira yekudzika.
MunaKurume, maodha evagadziri vemodule aive akazara, uye iyo yakaiswa ma modules icharamba ichiwedzera zvishoma muna Kubvumbi, uye iyo yakaiswa simba ichatanga kukurumidza mukati megore.
Nekuda kweketani yeindasitiri, kushayikwa kwejecha requartz rinoramba richiwedzera, uye mutengo unoramba uchikwira, uye kumusoro kusingatarisirwi.Mushure mekudzikiswa kwemutengo wesilicon zvinhu, inotungamira silicon wafer uye crucible makambani achiri ivo vakanyanya kubatsirwa neiyo photovoltaic indasitiri cheni gore rino.
Mitengo yesilicon zvinhu uye silicon wafers inoramba ichitsauka panguva imwe chete kukurumidza kwekubhidha padivi rechikamu.
Maererano neazvino quotation yepolysilicon neShanghai Nonferrous Network musi waApril 6, mutengo wepakati wepolysilicon re-feeding ndeye 206.5 yuan/kg;mutengo wepakati wepolysilicon dense material i202.5 yuan/kg.Iyi kutenderera kwepolysilicon yezvinhu kuderera kwemutengo yakatanga mukutanga kwaFebruary, uye yakaramba ichidzikira kubva ipapo.Nhasi, mutengo wepolysilicon dense material wakadonha zviri pamutemo pasi pe200 yuan/ton mark kekutanga.
Tichitarisa mamiriro esilicon wafers, mutengo wesilicon wafers hauna kuchinja zvakanyanya munguva pfupi yapfuura, iyo yakasiyana nemutengo wesilicon zvinhu.
Nhasi Silicon Indasitiri Bazi yakazivisa mitengo yazvino yesilicon wafer, iyo avhareji mutengo we182mm/150μm i6.4 yuan/chidimbu, uye avhareji mutengo we210mm/150μm i8.2 yuan/chidimbu, inova yakafanana nekotesheni yevhiki rapfuura.Chikonzero chakatsanangurwa neSilicon Indasitiri Bazi ndechekuti kupihwa kwesilicon wafers kwakaomarara, uye maererano nezvinodiwa, kukura kwemabhatiri emhando yeN kwakadzikira nekuda kwezvinetso mukugadziriswa kwemutsara wekugadzira.
Naizvozvo, maererano neazvino quotation kufambira mberi, silicon zvinhu zvakapinda zviri pamutemo chiteshi chekudzika.Iyo yakaiswa data data kubva munaNdira kusvika Kukadzi gore rino yakapfuura zvakanyanya zvinotarisirwa, nekuwedzera kwegore-pagore kwe87.6%.Muchinyakare off-mwaka wekota yekutanga, haina kunonoka.Kwete chete yakanga isina kunonoka, yakarovawo rekodhi yakakwirira.Zvinogona kutaurwa kuti zvakatanga zvakanaka.Izvozvi zvapinda muna Kubvumbi, sezvo mutengo wesilicon zvinhu unoramba uchidonha, kudzika kwechikamu chekutakura uye kumisikidzwa kwekupedzisira Zviripachena zvakare yakatanga kukurumidza.
Padivi rechikamu, iyo yemba yekubhidha munaKurume yaive ingangoita 31.6GW, kuwedzera kwe2.5GW mwedzi-pa-mwedzi.Iyo yakawedzera kubhidha mumwedzi mitatu yekutanga yaive 63.2GW, kuwedzera kwekuwedzera kwe30GW gore-pagore.%, zvinonzwisiswa kuti huwandu hwekugadzira huwandu hwemakambani anotungamira hwakashandiswa zvizere kubva munaKurume, uye chirongwa chekugadzira chemakambani mana anotungamira echikamu, LONGi, JA Solar, Trina, uye Jinko, ichawedzera zvishoma.
Nokudaro, Jianzhi Research inotenda kuti kunyanya kusvika ikozvino, maitiro emabhizimisi anoenderana nekufanotaura, uye panguva ino mutengo wesilicon zvinhu wakawira pasi pe200 yuan / kg, izvo zvinorevawo kuti kuderera kwayo hakugoneki.Kunyangwe kana mamwe makambani achitarisira kukwidza mitengo, Izvo zvakanyanya kuoma, nekuti iyo inventory zvakare yakakura.Pamusoro peiyo yepamusoro polysilicon mafekitori, kune zvakare akawanda anonoka-ekupinda vatambi.Yakabatana netarisiro yekuwedzera kukuru muhafu yechipiri yegore, mafekitari ari pasi pe polysilicon angasazvigamuchira kana achida kukwidza mitengo.
Iyo purofiti yakaburitswa nesilicon zvinhu,Ichadyiwa here nesilicon wafers uye crucibles?
Muna 2022, hutsva hwakaiswa huwandu hwe photovoltaics muChina huchava 87.41GW.Inofungidzirwa kuti hutsva hutsva hwakaiswa hwe photovoltaics muChina huchave huine tariro inofungidzirwa pa130GW gore rino, nekukura kweanenge 50%.
Zvino, mukuita kudzikisa mutengo wesilicon zvinhu uye zvishoma nezvishoma kuburitsa purofiti, purofiti ichayerera sei, uye ichadyiwa zvachose nesilicon wafer uye crucible?
Jianzhi Research inotenda kuti, kusiyana nekufanotaura kwegore rapera kuti silicon zvinhu zvichayerera kumamodules uye masero mushure mekutemwa kwemutengo, gore rino, nekuwedzera kunoramba kuripo mukushayikwa kwejecha requartz, munhu wese akateerera zvakanyanya kune silicon wafer link, saka silicon. wafers , Crucible, uye high-purity quartz jecha rava zvikamu zvakakosha zve photovoltaic industry gore rino.
Kushaikwa kwejecha requartz yakakwirira-kuchena kuri kuramba kuchiwedzera, saka mutengo uri kukwirawo nekupenga.Zvave zvichinzi mutengo wepamusoro wakakwira kusvika ku180,000 / ton, asi ichiri kuwedzera, uye inogona kukwira ku240,000 / ton pakupera kwaApril.Haikwanise kumira.
Inofananidzwa neyegore rapfuura silicon zvinhu, apo mutengo wejecha requartz uri kukwira zvisingaite gore rino uye pasina magumo pakuona, pachave paine simba guru rekutyaira resilicon wafer uye makambani anorovera kukwidza mitengo panguva yekushomeka, saka kunyangwe kana ese akadyiwa, purofiti haizokwani, asi mumamiriro ezvinhu apo mutengo wejecha repakati uye remukati rinoramba richikwira, vanonyanya kubatsirwa vachiri silicon wafers uye crucibles.
Zvechokwadi, izvi zvinofanira kuva zvechimiro.Semuenzaniso, nekuwedzera kwemutengo wejecha rakachena uye crucible kune yechipiri- uye yechitatu-tier silicon wafer makambani, mari yavo isiri-silicon ichakwira zvakanyanya, zvichiita kuti zviome kukwikwidzana nevatambi vepamusoro.
Nekudaro, mukuwedzera kune silicon zvinhu uye silicon wafers, maseru uye mamodule mune iyo huru indasitiri cheni ichabatsirwawo nekuderedzwa kwemutengo wesilicon zvinhu, asi zvikomborero zvingasava zvakanyanya sezvaitarisirwa kare.
Kumakambani echikamu, kunyangwe mutengo uripo ungangoita 1.7 yuan/W, unogona kusimudzira zvizere kuisirwa kwenyika dzemumba nedzekunze, uye mutengo uchadzikirawo nekudzikiswa kwemitengo yezvinhu zvesilicon.Zvisinei, zvakaoma kutaura kuti yakakwirira sei mutengo wepamusoro-kuchena kwejecha re quartz unogona kukwira., saka purofiti yakakosha icharamba ichiyamwa neiyo crucible uye inotungamira silicon wafer makambani.
Nguva yekutumira: Kubvumbi-10-2023