Mitengo yeSilicon inokwira mubhodhi! Supply hits pagore yakaderera.

Musi wa4 Gunyana, iyo China Nonferrous Metals Indasitiri Association's Silicon Branch yakaburitsa ichangoburwa mitengo yekutengeserana yesolar-giredhi polysilicon.

Musvondo rapfuura:

N-mhando zvinhu: ¥39,000-44,000 patani, avhareji ¥41,300 patani, kumusoro 0.73% vhiki-pa-vhiki.
N-mhando granular silicon: ¥36,500-37,500 patani, avhareji ¥37,300 patani, kumusoro 1.63% vhiki-pa-vhiki.
Yakagadziridzwa zvinhu: ¥35,000-39,000 patani, avhareji ¥36,400 patani, kumusoro 0.83% vhiki-pavhiki.
Monocrystalline dense material: ¥33,000-36,000 patani, avhareji ¥34,500 patani, kumusoro 0.58% vhiki-pa-vhiki.
Monocrystalline cauliflower zvinhu: ¥30,000-33,000 patani, avhareji ¥31,400 patani, kumusoro 0.64% vhiki-pavhiki.
Kuenzaniswa nemitengo muna Nyamavhuvhu 28, mitengo yesilicon yakakwira zvishoma svondo rino. Musika wesilicon zvinhu zvishoma nezvishoma uri kupinda muchikamu chitsva chenhaurirano dzekondirakiti, asi huwandu hwekutengeserana hunoramba hwakagadzikana. Zvigadzirwa zvemakondirakiti zvakanyanya kunyanya zveN-mhando kana zvakasanganiswa pasuru zvinhu, zvine P-mhando silicon zvinhu zvisingawanzo kutengeswa zvega, zvichitungamira kukuwedzera kwemutengo. Pamusoro pezvo, nekuda kwemubairo wemutengo wegranular silicon, kudiwa kwakasimba kwekuraira uye kusimba kwenzvimbo kupihwa zvakakonzera kukwira kushoma kwemutengo.

Zvinoenderana nemhinduro kubva kumabhizinesi ane hukama, makambani gumi nemana achiri pasi pekugadzirisa kana kushanda nekuderedzwa. Kunyangwe mamwe makambani echipiri uye epamusoro silicon zvinhu makambani akatangazve kugadzira, mabhizinesi makuru anotungamira haasati aona nguva dzaanotangazve. Dhata inoratidza kuti mudzimba polysilicon kuwanikwa muna Nyamavhuvhu angangoita 129,700 matani, iyo 6.01% yakaderera mwedzi-pa-mwedzi, ichirova yakaderera yegore. Kutevera kuwedzera kwesvondo rapfuura kwemitengo yewafer, makambani epolysilicon anowanzo kukwidza makotesheni emisika yepasi uye yeramangwana, asi mavhoriyamu ekutengeserana anoramba ari mashoma, nemitengo yemusika ichikwira zvishoma.

Tichitarisa kumberi kwaGunyana, mamwe makambani esilicon zvinhu anoronga kuwedzera kugadzirwa kana kutangazve mashandiro, nehunyanzvi hutsva kubva kumakambani anotungamira huchiburitswa zvishoma nezvishoma. Sezvo mamwe makambani anotangazve kugadzira, polysilicon inobuda inotarisirwa kukwira kusvika pa130,000-140,000 matani munaGunyana, zvichigona kuwedzera kudzvanywa kwemusika. Nekumanikidzwa kwakadzikira muchikamu chesilicon zvinhu uye rutsigiro rwakasimba rwemutengo kubva kumakambani esilicon zvinhu, mitengo yenguva pfupi inotarisirwa kuona kuwedzera kudiki.

Panyaya yemawafers, mitengo yakaona kuwedzera kudiki svondo rino. Zvikuru, kunyangwe makambani makuru ewafer achisimudza makotesheni svondo rapfuura, vagadziri vebhatiri vepasi havasati vatanga kutenga kwakakura, saka mitengo chaiyo yekutengeserana ichiri kuda kutariswa. Kutengesa-huchenjeri, kugadzirwa kwewafer muna Nyamavhuvhu kwakasvika 52.6 GW, kumusoro 4.37% mwedzi-pa-mwedzi. Nekudaro, nekuda kwekucheka kwekugadzira kubva kumakambani makuru maviri ane hunyanzvi uye mamwe mabhizinesi akabatanidzwa munaGunyana, wafer kubuda kunotarisirwa kudonha kusvika 45-46 GW, kudzikira kweanenge 14%. Sezvo inventory ichiri kuramba ichidzikira, chiyero chekugovera-chinodiwa chiri kuwedzera, ichipa rutsigiro rwemutengo.

Muchikamu chebhatiri, mitengo yakaramba yakagadzikana vhiki ino. Pazvino mutengo mazinga, mitengo yebhatiri ine nzvimbo shoma yekudonha. Nekudaro, nekuda kwekushaikwa kwekuvandudzwa kwakakosha mukudzika kwekupedzisira kudiwa, makambani mazhinji emabhatiri, kunyanya anogadzira mabhatiri akasarudzika, achiri kuona kudzikira kwekurongeka kwekugadzira. Kugadzirwa kwebhatiri muna Nyamavhuvhu kwaive kwakatenderedza 58 GW, uye kugadzirwa kwaGunyana kunotarisirwa kudonha kusvika ku52-53 GW, paine mukana wekuwedzera kudzikira. Sezvo mitengo yekumusoro ichidzikama, musika webhatiri unogona kuona imwe nhanho yekupora.