Silicon zvinhu zvakasimuka kwemakore 9 akateedzana, uye kuwedzera kwakadzikira. Tinogona here kuchengeta?

Mumangwanani aGunyana 15, iyo Silicon Indasitiri Bazi reChina Nonferrous Metals Industry Association yakazivisa mutengo wazvino we solar-giredhi polysilicon.

Mutengo wekutengesa weN-mhando zvinhu waiva 90,000-99,000 yuan/ton, neavhareji ye92,300 yuan/ton, iyo yakanga yakafanana nemwedzi wapfuura.

Mutengo wekutengesa we monocrystalline composite zvinhu waiva 78,000-87,000 yuan / ton, ine avhareji mutengo we82,300 yuan / ton, uye mutengo wepakati wakawedzera ne 0.12% vhiki-pavhiki.

Mutengo wekutengesa weimwe crystal dense zvinhu waiva 76,000-85,000 yuan/ton, ine avhareji mutengo we80,400 yuan/ton, uye avhareji mutengo wakawedzera ne0.63% vhiki-pa-vhiki.

Mutengo wekutengesa weimwe crystal cauliflower zvinhu yaiva 73,000-82,000 yuan/ton, ine avhareji mutengo we77,600 yuan/ton, uye avhareji mutengo wakawedzera ne0.78% vhiki-pa-vhiki.

Uku ndiko kuwedzera kwepfumbamwe kwemitengo yepolysilicon kubva muna Chikunguru.

Zvichienzaniswa nemutengo waSeptember 6, zvakaonekwa kuti kuwedzera kwemutengo wesilicon zvinhu vhiki ino kwaive kudiki. Pakati pavo, mutengo wakaderera wep-type silicon zvinhu wakaramba usina kuchinjwa, uye mutengo wepamusoro wakasimuka zvishoma ne1,000 yuan / ton, uchiratidza zvishoma kukwira kumusoro; mutengo we-n-mhando silicon zvinhu wakaramba wakagadzikana mushure mekuwedzera kwegumi kwakatevedzana, izvo zvakabvumirawo munhu wese kuona kutsva kwekupihwa uye kudiwa. Tariro yedzikamo.

Mushure mekutaurirana nemakambani akakodzera, takadzidza kuti pave nekudzikiswa kushoma mukugadzirwa kwechikamu nguva pfupi yadarika, uye vagadziri vakasanganiswa vakaisa pamberi pekushandisa yavo yekugadzira bhatiri kugona, zvichikonzera kuwanda kwezvigadzirwa kubva kumakambani ebhatiri akasarudzika uye kuderera kwemutengo kunosvika. 2 cents/W, iyo yakadzvinyirira kudzikira kwesilicon kusvika pamwero wakati. Iyo wafer link inowedzera kukurudzira kwekugadzira kuronga, nekudaro ichidzvanya kuenderera kwemutengo wekuwedzera kwezvinhu zvesilicon. Isu tinotenda kuti mutengo wesilicon zvinhu wakanyanya kugadzikana munguva pfupi iri kutevera, uye unogona kungochinja zvishoma; hapana mukana wekugadzirisa mutengo wesilicon wafers munguva pfupi, asi isu tinofanirwa kutarisisa kune inotevera shanduko mukugovera uye kudiwa uye kutarisisa kune mukana weiyo inventory mutengo unoderera.

Tichitarisa kubva kuchangobva kuhwina mabhidhi ezvikamu, mitengo ichiri pazasi uye ichichinja zvishoma, mutengo wekumanikidza uchiri pachena, uye kune "inversion". Makambani akabatanidzwa anoenderera mberi nekuchengetedza mutengo mukana we0.09-0.12 yuan/W. Isu tinotenda kuti mitengo yazvino module iri padyo nepasi uye yakabata purofiti uye mutsara wekurasikirwa wevamwe vanogadzira. Makambani ekusimudzira anogona kuunganidza huwandu hwakakodzera pachigadziro chekusimbisa chigadzirwa chemhando, mushure mekutengesa waranti, nezvimwe.


Nguva yekutumira: Sep-16-2023