Ukusheshisa Ekuvaleni Kwekhono Eliphelelwe Isikhathi, Izintengo Zemojuli Zisenamandla Okwehla

Izintengo zemojuli yaleli sonto zihlala zingashintshile. Isiteshi sikagesi esibekwe phansi phansi P-uhlobo lwe-monocrystalline 182 bifacial modules anenani elingu-0.76 RMB/W, P-type monocrystalline 210 bifacial ku-0.77 RMB/W, TOPCon 182 bifacial ku-0.80 RMB/W, kanye ne-TOPCon 210 bifacial RMB ku-081. .

Ukuvuselelwa Kwekhono

I-National Energy Administration isanda kugcizelela isidingo sokuqondisa ngokuhlakanipha ukwakhiwa nokukhululwa komthamo we-photovoltaic okhuphukayo ukuze ugweme ukwakhiwa okuphindaphindiwe kwamandla aphansi. Ukwengeza, imithetho emisha yoMnyango Wezimboni Nobuchwepheshe Bolwazi mayelana nokushintshwa kwamandla iqinise ukulawula umthamo wengilazi. Ngokuqhubeka nokuqiniswa kwezinqubomgomo ze-supply side, umthamo owengeziwe ophelelwe yisikhathi kulindeleke ukuthi uvalwe, kusheshiswe inqubo yokukhishwa kwezimakethe.

Ukuthuthukiswa Kokubhida

Ngomhla zingama-20 kuNhlangulana, iShandong Electric Power Engineering Consulting Institute Co., Ltd., inkampani ephethwe yi-State Power Investment Corporation, yavula amabhidi okuthengwayo kohlaka lwemojula ye-photovoltaic yaminyaka yonke ka-2024, enesilinganiso esiphelele esingu-1GW kanye nenani lentengo eliphakathi le-N. 0.81 RMB/W.

Amathrendi Amanani

Njengamanje, azikho izimpawu zokuthuthukisa isidingo. Ngokukhula kwe-inventory, imakethe kulindeleke ukuthi iqhubeke nokusebenza ngokubuthakathaka, futhi amanani emojula asenamandla okwehla.

I-Silicon/Ingots/Wafers/Cells Market

I-Silicon Amanani

Kuleli sonto, amanani e-silicon ehlile. Isilinganiso senani lentengo yokuphakelwa kabusha kwe-monocrystalline ngu-37,300 RMB/ton, i-monocrystalline dense material ngu-35,700 RMB/ton, impahla ye-monocrystalline cauliflower ngu-32,000 RMB/ton, impahla yohlobo lwe-N ingu-39,500 RMB/ton, kanti i-silicon eyimbudumbudu yohlobo lwe-N ingu-35,300. I-RMB/ton.

Ukunikezwa kanye Nesidingo

Idatha evela ku-Silicon Industry Association ikhombisa ukuthi ngokukhishwa kwamandla amasha, uhlelo lokukhiqiza lwangoJuni luhlala lungamathani ayi-150,000. Ngokuvalwa okuqhubekayo kokulungiswa, ingcindezi yamanani ezinkampanini isiye yehla kancane. Kodwa-ke, imakethe isanikezwa ngokweqile, futhi izintengo ze-silicon azikakapheli.

I-Wafer Amanani

Kuleli sonto, izintengo zamawafa zihlala zingashintshile. Isilinganiso senani le-P-type monocrystalline 182 wafers yi-1.13 RMB / ucezu; Ama-wafers we-P-type monocrystalline 210 angama-1.72 RMB / ucezu; Ama-wafers ohlobo lwe-N angu-182 angu-1.05 RMB/ucezu, ama-wafers ohlobo lwe-N-210 angu-1.62 RMB/ucezu, kanti ama-wafers ohlobo lwe-N-210R angu-1.42 RMB/piece.

Ukunikezwa kanye Nesidingo

Idatha evela ku-Silicon Industry Association ikhombisa ukuthi isibikezelo sokukhiqizwa kwe-wafer sangoJuni silungiswe phezulu safinyelela ku-53GW, namabhizinisi akhethekile asondele ekukhiqizweni okugcwele. Izintengo ze-wafer kulindeleke ukuthi zizinze njengoba sezivele zehlile.

Amanani Eselula

Kuleli sonto, izintengo zamaseli zehlile. Intengo emaphakathi yamaseli e-P-type monocrystalline 182 ingu-0.31 RMB/W, amaseli e-P-type monocrystalline 210 angu-0.32 RMB/W, amaseli we-N-type TOPCon monocrystalline 182 angu-0.30 RMB/W, uhlobo lwe-N-type TOPCon monocrystalline 210 amaseli angu-0.32 RMB/W, kanye nohlobo lwe-N-TOPcon amaseli e-monocrystalline 210R akhona 0.32 RMB/W.

Nikeza i-Outlook

Ukukhiqizwa kwamaseli ngoJuni kulindeleke ukuthi kube ngu-53GW. Ngenxa yesidingo esibuthakathaka, amabhizinisi ayaqhubeka nokunciphisa ukukhiqizwa, futhi amaseli asesesigabeni sokuqoqwa kwempahla. Esikhathini esifushane, amanani kulindeleke ukuthi ahlale ezinzile.