Ngomhla zingama-29 kuNhlaba, iGatsha Lemboni Ye-Silicon ye-China Nonferrous Metals Industry Association likhiphe izintengo zakamuva zokuthengiselana ze-polysilicon yezinga le-solar.
Evikini elidlule:
Uhlobo lwe-N:Intengo yokwenziwe engu-40,000-43,000 RMB/ton, enesilinganiso esingu-41,800 RMB/ton, yehle ngo-2.79% isonto ngalinye.
I-silicon ye-granular yohlobo lwe-N:Intengo yomsebenzi engu-37,000-39,000 RMB/ton, enesilinganiso esingu-37,500 RMB/ton, engashintshiwe isonto ngalinye.
I-Monocrystalline re-feeding material:Intengo yokwenziwe engu-36,000-41,000 RMB/ton, enesilinganiso esingu-38,600 RMB/ton, engashintshiwe isonto ngalinye.
I-Monocrystalline aminyene:Intengo yokwenziwe engu-34,000-39,000 RMB/ton, enesilinganiso esingu-37,300 RMB/ton, engashintshiwe isonto ngalinye.
I-Monocrystalline cauliflower impahla:Intengo yokwenziwe engu-31,000-36,000 RMB/ton, enesilinganiso esingu-33,700 RMB/ton, engashintshiwe isonto ngalinye.
Uma kuqhathaniswa nezintengo zangoMeyi 22, izintengo ze-silicon zaleli sonto zehle kancane.Isilinganiso senani lomsebenzi we-silicon ye-N-rod yehle yaya ku-41,800 RMB/ton, ukwehla kweviki ngeviki ngo-2.79%.Izintengo ze-silicon eyimbudumbudu yohlobo lwe-N nezinto zohlobo lwe-P zahlala zizinzile.
Ngokusho kweSohu Photovoltaic Network, umthamo woku-oda wemakethe ye-silicon uqhubekile nokuvilapha kuleli sonto, ikakhulukazi ohlanganisa ama-oda amancane.Impendulo evela ezinkampanini ezifanele ikhombisa ukuthi ngenxa yezintengo zemakethe zamanje, izinkampani eziningi ze-silicon zisebenzisa isu lokubamba izimpahla nokugcina izikhundla zentengo eqinile.Kusukela ekupheleni kukaMeyi, okungenani izinkampani eziyisishiyagalolunye, okuhlanganisa nabakhiqizi abane abahamba phambili, seziqalile ukuvalwa kokulungisa izinto.Izinga lokukhula kwempahla ye-silicon lehle kakhulu, ngokukhiqizwa okulinganiselwe kukaMeyi okungaba amathani ayi-180,000 kanye namazinga wokusungula azinzile kumathani angama-280,000-300,000.Kusukela ngoJuni, zonke izinkampani zezinto ze-silicon zihlela ukwenza noma sezivele seziqalile ukulungisa, okulindeleke ukuthi kuthuthukiswe ukuhlinzekwa kwemakethe kanye nesimo sesidingo maduze nje.
Engqungqutheleni yakamuva ye-China Polysilicon Industry Development Forum ka-2024, uDuan Debing, oyilungu leKomidi Elimisiwe leKomidi Leqembu, iPhini Likamongameli kanye noNobhala-Jikelele we-China Nonferrous Metals Industry Association, uthe ukwanda kwamanje kokuhlinzekwa kwe-polysilicon kukhulu kakhulu. kunesidingo.Ngenxa yamanani entengo ehla ngaphansi kwezindleko zemali zawo wonke amabhizinisi, ezinye izinkampani zihlehlise amashejuli azo okukhiqiza, nokukhushulwa kwamandla okuningi kugxile engxenyeni yesibili yonyaka.Ingqikithi yokukhiqizwa kwe-polysilicon yasekhaya yonyaka kulindeleke ukuthi ibe amathani ayizigidi ezi-2.Ngo-2024, imakethe kufanele igxile ekwehliseni izindleko okuqhubekayo kanye nokuthuthukiswa kwekhwalithi ye-polysilicon, ukudluliswa kwamandla okukhiqiza ama-wafer, okulindeleke ukugcwala ngokweqile, kanye nokusheshisa ukulungiswa kokuhlelwa kwemboni.
Imakethe ye-Wafer:Izintengo zihlale zizinzile kuleli sonto.Ngokusho kwedatha ye-Sohu Consulting, ukukhiqizwa kwe-wafer ngoMeyi kwakucishe kube ngu-60GW, nokwehla okucatshangwayo ngokukhiqizwa kukaJuni kanye nokuthambekela okubonakalayo kokwehla kwempahla.Njengoba izintengo ze-silicon zamanje zizinza, amanani we-wafer kulindeleke ukuthi aphume kancane kancane.
Isegimenti yebhethri:Izintengo ziqhubekile nokwehla kuleli sonto, njengoba amabhethri ohlobo lwe-N ehle ngo-5.4%.Muva nje, abakhiqizi bebhethri baqale ukwehlisa kancane kancane izinhlelo zokukhiqiza, ezinye izinkampani zingena esigabeni sokugunyazwa kwempahla ekupheleni kwenyanga.Inzuzo yebhethri yohlobo lwe-P isiluleme kancane, kuyilapho amabhethri ohlobo lwe-N athengiswa ngokulahlekelwa.Kukholakala ukuthi ngokuguquguquka kwamanje kwesidingo semakethe ephansi, ubungozi bokuqoqwa kwempahla yebhethri buyanda.Amazinga okusebenza kulindeleke ukuthi aqhubeke ehla ngoJuni, futhi ukwehla kwentengo okwengeziwe kungenzeka.
Ingxenye yemojuli:Izintengo zehle kancane kuleli sonto.Ohlakeni lwakamuva lokuthengwa kwempahla yi-Beijing Energy Group, intengo ephansi yebhidi yayingu-0.76 RMB/W, okudonsa ukunaka kwembonini yonke.Kodwa-ke, ngokusho kokuqonda okujulile okuvela ku-Sohu Photovoltaic Network, izinkampani ezijwayelekile ze-photovoltaic okwamanje zinethemba lokuzinzisa amanani emakethe futhi zigweme ukubhida okungenangqondo.Isibonelo, ekuthengeni kwakamuva kwamamojula angu-100MW e-photovoltaic yi-Shaanxi Coal and Chemical Industry Power Company e-Xia County, amabhidi asukela ku-0.82 kuya ku-0.86 RMB/W, anesilinganiso esingu-0.8374 RMB/W.Sekukonke, izintengo zamanje zochungechunge lwemboni zisezingeni eliphansi ngokomlando, zinenkambiso ecacile yokwehla.Njengoba isidingo sokufakwa komfula sibuya, isikhala sentengo ephansi samamojula sinomkhawulo.
Isikhathi sokuthumela: Jun-03-2024