Mtengo wa polysilicon wagwera pansi pa 200 yuan / kg, ndipo sizokayikitsa kuti walowa munjira yotsika.
M'mwezi wa Marichi, malamulo a opanga ma module anali odzaza, ndipo mphamvu zokhazikitsidwa za ma module zidzakwerabe pang'ono mu Epulo, ndipo mphamvu yokhazikitsidwa idzayamba kufulumizitsa m'chaka.
Ponena za unyolo wamakampani, kusowa kwa mchenga wa quartz woyeretsedwa kwambiri kumapitilirabe, ndipo mtengo ukupitilizabe kukwera, ndipo pamwamba pake sichidziwikiratu.Pambuyo pochepetsa mitengo ya zida za silicon, makina opangira ma silicon otsogola ndi makampani opangira ma crucible akadali opindula kwambiri pamakampani opanga ma photovoltaic chaka chino.
Mitengo ya zinthu za silicon ndi zowotcha za silicon zikupitilira kupotoza kuthamangitsidwa munthawi yomweyo kuyitanitsa mbali yachigawocho.
Malinga ndi mawu aposachedwa kwambiri a polysilicon ndi Shanghai Nonferrous Network pa Epulo 6, mtengo wapakati wa polysilicon wodyetsanso ndi 206.5 yuan/kg;mtengo wapakati wa polysilicon wandiweyani zinthu ndi 202.5 yuan/kg.Kutsika uku kwamitengo yazinthu za polysilicon kudayamba koyambirira kwa February, ndipo kukupitilirabe kutsika kuyambira pamenepo.Masiku ano, mtengo wazinthu zowuma kwambiri za polysilicon wagwera pansi pa 200 yuan/tani kwa nthawi yoyamba.
Kuyang'ana momwe zinthu zilili pazitsulo za silicon, mtengo wazitsulo za silicon sunasinthe kwambiri posachedwa, zomwe ndi zosiyana ndi mtengo wa zipangizo za silicon.
Lero nthambi ya Silicon Industry yalengeza mitengo yaposachedwa ya silicon wafer, yomwe mtengo wake wapakati wa 182mm/150μm ndi 6.4 yuan/chidutswa, ndipo mtengo wapakati wa 210mm/150μm ndi 8.2 yuan/chidutswa, chomwe ndi chofanana ndi mawu a sabata yatha.Chifukwa chomwe Nthambi ya Silicon Industry yafotokozera ndikuti kupezeka kwa zowotcha za silicon ndizolimba, ndipo potengera kufunika, kukula kwa mabatire amtundu wa N kwatsika chifukwa cha zovuta pakuwongolera mizere yopanga.
Chifukwa chake, malinga ndi zomwe zachitika posachedwa, zida za silicon zalowa munjira yotsika.Zomwe zidakhazikitsidwa kuyambira Januware mpaka February chaka chino zidaposa zomwe tikuyembekezera, ndikuwonjezeka kwachaka ndi 87.6%.M'nyengo yanthawi yopuma ya kotala yoyamba, sikunachedwe.Sikuti sizinachedwe, zinagundanso mbiri.Tinganene kuti zayamba bwino.Tsopano zalowa mu Epulo, pomwe mtengo wazinthu za silicon ukupitilirabe kutsika, kutsika kwa chigawo chapansi pamadzi ndikuyika ma terminal Mwachiwonekere adayambanso kuthamanga.
Kumbali ya gawoli, ndalama zapakhomo mu Marichi zinali pafupifupi 31.6GW, kuwonjezeka kwa 2.5GW mwezi-pa-mwezi.Kutsatsa kowonjezereka m'miyezi itatu yoyambirira kunali 63.2GW, kuwonjezereka kokwanira pafupifupi 30GW pachaka.%, zikumveka kuti mphamvu zopangira makampani otsogola zakhala zikugwiritsidwa ntchito mokwanira kuyambira Marichi, ndipo ndondomeko yopangira makampani anayi otsogola, LONGi, JA Solar, Trina, ndi Jinko, idzawonjezeka pang'ono.
Choncho, Jianzhi Research imakhulupirira kuti makamaka mpaka pano, zomwe zikuchitika pamakampaniwa zikugwirizana ndi zolosera, ndipo nthawi ino mtengo wa zipangizo za silicon wagwera pansi pa 200 yuan / kg, zomwe zikutanthauzanso kuti kutsika kwake sikungatheke.Ngakhale makampani ena akuyembekeza kukweza mitengo, Zimakhalanso zovuta, chifukwa zowerengerazo ndi zazikulu.Kuphatikiza pa mafakitale apamwamba a polysilicon, palinso osewera olowera mochedwa.Kuphatikizidwa ndi kuyembekezera kukulitsa kwakukulu mu theka lachiwiri la chaka, mafakitale a polysilicon akumunsi sangavomereze ngati akufuna kukweza mitengo.
Phindu lotulutsidwa ndi zida za silicon,Kodi idzadyedwa ndi zowotcha za silicon ndi crucibles?
Mu 2022, mphamvu yatsopano yoyika ma photovoltaics ku China idzakhala 87.41GW.Akuti mphamvu yatsopano yoyika ma photovoltaics ku China ikuyembekezeka kukhala 130GW chaka chino, ndi kukula kwa pafupifupi 50%.
Ndiye, pochepetsa mtengo wa zinthu za silicon ndikutulutsa pang'onopang'ono phindu, phindu lidzayenda bwanji, ndipo kodi zidzadyedwa kwathunthu ndi silicon wafer ndi crucible?
Jianzhi Research amakhulupirira kuti, mosiyana ndi kuneneratu kwa chaka chatha kuti zipangizo za silicon zidzayenda ku ma modules ndi maselo pambuyo pa mtengo wamtengo wapatali, chaka chino, ndi kuwonjezeka kosalekeza kwa kusowa kwa mchenga wa quartz, aliyense wapereka chidwi kwambiri pa ulalo wa silicon wafer, kotero silicon. zopyapyala , Crucible, ndi mchenga wa quartz wapamwamba kwambiri wakhala zigawo zazikulu za mafakitale a photovoltaic chaka chino.
Kuperewera kwa mchenga wa quartz woyeretsedwa kwambiri kukupitilirabe, kotero mtengo ukukweranso mopenga.Zanenedwa kuti mtengo wapamwamba kwambiri wakwera kufika pa 180,000 / tani, koma ukukwerabe, ndipo ukhoza kukwera ku 240,000 / tani kumapeto kwa April.Sindingathe kuyima.
Mofanana ndi zinthu za silicon za chaka chatha, pamene mtengo wa mchenga wa quartz ukukwera kwambiri chaka chino ndipo palibe mapeto omwe akuwonekera, mwachibadwa padzakhala mphamvu yoyendetsa silicon wafer ndi makampani opangira crucible kukweza mitengo panthawi yakusowa, kotero ngakhale ngati onse adyedwa, phindu silidzakhala lokwanira , koma pamene mtengo wa mchenga wapakati ndi wamkati ukupitiriza kukwera, opindula kwambiri akadali zitsulo za silicon ndi crucibles.
Inde, izi ziyenera kukhala zomangika.Mwachitsanzo, ndi kuwonjezeka kwa mtengo wa mchenga woyeretsedwa kwambiri ndi crucible kwa makampani a silicon wafer wachiwiri ndi wachitatu, ndalama zawo zopanda silicon zidzakwera kwambiri, zomwe zimapangitsa kuti zikhale zovuta kupikisana ndi osewera apamwamba.
Komabe, kuwonjezera pa zipangizo za silicon ndi zowotcha za silicon, maselo ndi ma modules muzitsulo zazikulu zamakampani zidzapindulanso ndi kuchepetsa mtengo wa zipangizo za silicon, koma zopindulitsa sizingakhale zazikulu monga momwe zinkayembekezeredwa kale.
Kwa makampani a zigawo, ngakhale mtengo wamakono uli pafupi 1.7 yuan / W, ukhoza kulimbikitsa kukhazikitsidwa kwa mayiko akunja ndi akunja, ndipo mtengowo udzachepanso ndi kuchepetsa mtengo wa zipangizo za silicon.Komabe, n'zovuta kunena kuti mtengo wa mchenga wa quartz wapamwamba ukhoza kukwera bwanji., phindu lofunika kwambiri lidzayamwabe ndi makampani opangira ma silicon opangira ma crucible.
Nthawi yotumiza: Apr-10-2023