Intengo yePolysilicon iwile ngaphansi kwama-yuan / kg angaphansi kuka-200, futhi akungabazeki ukuthi ifake isiteshi esingezansi.
NgoMashi, ama-oda wabakhiqizi be-module agcwele, futhi umthamo ofakiwe wamamojula usanda kancane ngo-Ephreli, futhi umthamo ofakiwe uzoqala ukusheshisa phakathi nonyaka.
Ngokuqondene ne-chain embonini ethintekayo, ukushoda kwesihlabathi se-quartz ehlanzekile esiphakeme kuyaqhubeka nokuqinisa, kanti intengo iyaqhubeka nokuvuka, kanti phezulu akulindelekile. Ngemuva kokuncishiswa kwentengo yezinto zokwenziwa kwe-silicon, izinkampani eziholayo ze-silicon kanye nezinkampani ezisebenzayo zisengabazuzi abakhulu be-Photovoltaic Imboni Chain kulo nyaka.
Amanani entengo yezinto zokwenziwa zeSilicon kanye ne-Silicon Wafers ayaqhubeka ukuphambuka ngokusheshisa okukodwa kokubhida ohlangothini lwengxenye
Ngokusho kwekhotheshini yakamuva yePolysilicon yinethiwekhi ye-Shanghai endeferrous ngo-Ephreli 6, intengo ephakathi yePolysilicon Refughting i-206.5 Yuan / kg; Intengo ephakathi yePolysilicon mine impahla engu-202.5 Yuan / kg. Lo mjikelezo we-polysilicon ehlelweni intengo yentengo yezinto ezibonakalayo waqala ekuqaleni kukaFebhuwari, futhi uyaqhubeka ukwehla kusukela lapho. Namuhla, inani lentengo lePolysilicon Reense Fitetic yawa ngokusemthethweni ngezansi kophawu lwe-yuan / ton ngokokuqala.
Uma ubheka isimo se-Silicon Wafers, intengo ye-Silicon Wafers ayikashintshi muva nje, okuhlukile ngentengo yezinto zokwakha ze-silicon.
Namuhla igatsha le-Silicon Imboni elimemezele amanani entengo yakamuva e-Silico WAFE, lapho inani elijwayelekile le-182mm / 150μm lingu-6.4 yuan / ucezu, futhi inani elijwayelekile le-210mm / 150μm lingu-8.2 yuan / ucezu, okufana neviki lesonto eledlule. Isizathu esichazwe yi-Silicon Imboni Yezimboni ukuthi ukuhanjiswa kwe-Silicon Wafers kuqinile, futhi ngokwesidingo, izinga lokukhula kwamabhethri we-N-Tidter linciphise ngenxa yezinkinga zokudilizwa komugqa wokukhiqiza.
Ngakho-ke, ngokusho kwenqubekela phambili yakamuva yekhotheshini, izinto ze-silicon zifake ngokusemthethweni isiteshi ezaphansi. Idatha yamakhono afakiwe kusukela ngoJanuwari kuya kuFebhuwari kulo nyaka idlule kakhulu okulindelwe, ngokunyuka konyaka ngonyaka ka-87.6%. Esikhathini esidabukisayo sekota yokuqala, akuzange kuncishiswe kancane. Akukhona nje kuphela ukuthi akuphumi kancane, futhi kushaye irekhodi eliphakeme. Kungashiwo ukuthi wenze isiqalo esihle. Manje njengoba sekungenile ngo-Ephreli, njengoba intengo yezinto zokwenziwa ze-silicon iyaqhubeka nokuwa, ukuhanjiswa kwengxenye yezansi kanye nokufakwa okubulalayo nakho kusobala ukuthi kuqale ukusheshisa.
Ehlangothini lwengxenye, ukubhidlizwa kwasekhaya ngoMashi kwakucishe kube ngu-31.6gw, ukwanda kwenyanga ye-2,5gW-ngenyanga. Ukubhida okuqongelayo ezinyangeni ezintathu zokuqala kwakungu-63.2gw, ukwanda okubandayo okubangenzeka ngonyaka ka-30gw ngonyaka. %, kuyaqondakala ukuthi amandla ayisisekelo okukhiqiza izinkampani eziholayo zisetshenziswe ngokuphelele kusukela ngoMashi, kanye nesheduli yokukhiqiza yezinkampani ezine eziholayo eziphambili, uLongi, uJalar, u-jinko, uzonyuka kancane.
Ngakho-ke, ucwaningo lukaJianshi lukholelwa ukuthi ngokuyisisekelo kuze kube manje, umkhuba wemboni uhambisana nokubikezela, futhi manje intengo yezinto zokwakha i-silicon iwile ngaphansi kwama-yuan / kg, futhi okusho ukuthi inkambiso yayo ingavinjezeki. Noma ngabe ezinye izinkampani zinethemba lokuphakamisa amanani, kunzima futhi, ngoba ukusungula nakho kukhulu. Ngaphezu kwamafektri aphezulu ePolysilicon, kukhona nabadlali abaningi bokungena sekwephuzile. Kuhlanganiswe nokulindelwe kokwanda okukhulu kwengxenye yesibili yonyaka, amafektri aphansi we-polysilicon angakwamukela uma efuna ukukhulisa amanani.
Inzuzo ekhishwe yizinto zokwenziwa ze-silicon,Ngabe izodliwa ngama-silicon wafers kanye nama-turcibles?
Ngo-2022, umthamo omusha we-Photovoltaics eChina uzoba ngu-87.41gw. Kulinganiselwa ukuthi umthamo omusha we-Photovoltaics eChina uzobe ulinganiselwa kahle ku-130gw kulo nyaka, ngesilinganiso sokukhula cishe ama-50%.
Lapho-ke, enqubweni yokunciphisa intengo yezinto zokwenziwa ze-silicon futhi kancane kancane inzuzo, inzuzo izophuma kanjani, futhi izodliwa ngokuphelele yi-silicon wafer futhi icubungule?
Ucwaningo lukaJianzhi lukholelwa ukuthi, ngokungafani nokubikezela konyaka wokugcina lapho izinto ze-silicon zizogeleza kumamojula namaseli ngemuva kokusikwa kwentengo, kulo nyaka, ngokunakwa okuthe xaxa kwesixhumanisi se-silicon wafer, ngakho-ke i-silicon Ama-Wafers, isihlabathi esinobumba, futhi esiphakeme sobumsulwa sebephenduke izingxenye eziyinhloko zemboni ye-Photovoltaic kulo nyaka.
Ukushoda kwesihlabathi se-quartz ebumsulwa kuyaqhubeka nokuqinisa, ngakho-ke intengo iyavuka futhi. Kuthiwa intengo ephezulu kakhulu ikhuphuke ku-180,000 / TONT, kepha isakhuphuka, futhi ingavuka ibe yi-240,000 / ton kuphela ngasekupheleni kuka-Ephreli. Ayikwazi ukuma.
I-analogous ku-silicon ephelile ephelile, lapho intengo yesihlabathi se-quartz ikhuphuka kakhulu kulo nyaka futhi akukho ukuphela okubonakalayo, kuzoba namandla amakhulu okushayela eSilico wafer kanye nezinkampani ezisebenzayo zokuphakamisa amanani ngesikhathi sokushoda, ngakho Uma bonke bedliwa, inzuzo ngeke banele, kepha esimweni lapho intengo ye-maphakathi neyangaphakathi yangaphakathi iqhubeka nokukhuphuka, abazuze kakhulu bangama-silicon wafers kanye nama-rucibles
Vele, lokhu kumele kube ngesakhiwo. Ukwenza isibonelo, ukwenyuswa kwentengo kwesihlabathi esisezingeni eliphakeme kanye ne-escucizeke ezinkampanini zesibili- nezesithathu ze-silicon wafer, izindleko zabo ezingezona ze-silico zizovuka kakhulu, okwenza kube nzima ukuncintisana nabadlali abaphezulu.
Kodwa-ke, ngaphezu kwezinto ze-silicon kanye nama-wefers e-silicon, amaseli kanye namamojula ekhasini elikhulu lezimboni zizohlomula ngokuncishiswa kwentengo kwezinto zokwakha i-silicon, kepha izinzuzo zingahle zingabi zinhle njengoba bekulindelwe ngaphambili.
Izinkampani zezakhi, yize intengo yamanje imayelana ne-1.7 yuan / w, ingakhuthaza ngokugcwele ukufakwa kwamazwe asekhaya nakwamanye amazwe, futhi izindleko zizokwehla nokuncishiswa kwentengo yezinto zokwakha ze-silicon. Kodwa-ke, kunzima ukusho ukuthi intengo ye-quartz ehlanzekile ephezulu ingavuka iphakeme kangakanani. , inzuzo ebaluleke kangaka isazoncishiswa yizinkampani ezingekho emthethweni futhi ezihola phambili ze-silicon wafer.
Isikhathi sePosi: APR-10-2023