Intengo ye-polysilicon yehle ngaphansi kuka-200 yuan/kg, futhi akungabazeki ukuthi ingene esiteshini esibheke phansi.
Ngo-March, imiyalo yabakhiqizi bamamojula yayigcwele, futhi umthamo ofakiwe wamamojula usazokhuphuka kancane ngo-Ephreli, futhi umthamo ofakiwe uzoqala ukusheshisa phakathi nonyaka.
Ngokuqondene nochungechunge lwezimboni, ukushoda kwesihlabathi se-quartz esiphezulu se-quartz siyaqhubeka nokuqina, futhi intengo iyaqhubeka nokukhuphuka, futhi phezulu akulindelekile.Ngemuva kokwehliswa kwentengo yezinto ze-silicon, i-silicon wafer ehamba phambili nezinkampani ezixhunywe ku-crucible kusengabazuzi abakhulu bochungechunge lwemboni ye-photovoltaic kulo nyaka.
Amanani ezinto ze-silicon nama-wafers e-silicon ayaqhubeka nokuphambuka ukusheshisa ngasikhathi sinye ukubhida ohlangothini lwengxenye
Ngokwengcaphuno yakamuva ye-polysilicon eyenziwe yi-Shanghai Nonferrous Network ngo-Ephreli 6, intengo emaphakathi yokuphakelwa kabusha kwe-polysilicon ngu-206.5 yuan/kg;isilinganiso sentengo yezinto eziminyene ze-polysilicon ngu-202.5 yuan/kg.Lo mzuliswano wokwehla kwentengo ye-polysilicon waqala ekuqaleni kukaFebhuwari, futhi uye waqhubeka ukwehla kusukela lapho.Namuhla, intengo yezinto eziminyene ze-polysilicon yehle ngokusemthethweni ngaphansi kwe-200 yuan/ton mark okokuqala ngqa.
Uma ubheka isimo sama-wafers e-silicon, intengo yama-silicone wafers ayikashintshi kakhulu muva nje, ehluke ngentengo yezinto ze-silicon.
Namuhla Igatsha Lemboni Ye-Silicon limemezele amanani entengo e-silicon wafer yakamuva, okuyisilinganiso senani lentengo engu-182mm/150μm ingu-6.4 yuan/ucezu, futhi intengo emaphakathi engu-210mm/150μm ingu-8.2 yuan/piece, efanayo nekhotheshini yesonto eledlule.Isizathu esichazwe Igatsha Lemboni Ye-Silicon ukuthi ukunikezwa kwama-wafers e-silicon kuqinile, futhi ngokwesidingo, izinga lokukhula lamabhethri ohlobo lwe-N lehlile ngenxa yezinkinga zokulungisa iphutha lomugqa wokukhiqiza.
Ngakho-ke, ngokwenqubekelaphambili yakamuva yokucaphuna, izinto ze-silicon zingene ngokusemthethweni esiteshini esibheke phansi.Idatha yamandla afakiwe kusukela ngoJanuwari kuya kuFebhuwari kulo nyaka yeqe kakhulu obekulindelekile, ngokunyuka konyaka nonyaka ngama-87.6%.Esikhathini esijwayelekile esingekho kwisizini yokuqala, akuzange kuhambe kancane.Akugcinanga nje ngokunensa, iphinde yaqopha umlando.Kungashiwo ukuthi yenze isiqalo esihle.Manje njengoba isingenile ngo-Ephreli, njengoba intengo yezinto ze-silicon iqhubeka nokuwa, ukuthunyelwa kwezingxenye ezingezansi nokufakwa kwe-terminal Kusobala futhi ukuthi kwaqala ukusheshisa.
Ngasohlangothini lwengxenye, ukubhida kwasekhaya ngoMashi kwakucishe kube ngu-31.6GW, okuwukunyuka ngo-2.5GW inyanga nenyanga.Ibhidi enqwabelene ezinyangeni ezintathu zokuqala ibe ngu-63.2GW, okuwukukhuphuka okulinganiselwa ku-30GW unyaka nonyaka.%, kuyaqondakala ukuthi amandla okukhiqiza ayisisekelo ezinkampani eziholayo asetshenziswe ngokugcwele kusukela ngo-March, futhi isimiso sokukhiqiza sezinkampani ezine ezihamba phambili, i-LONGi, i-JA Solar, i-Trina, ne-Jinko, izokwenyuka kancane.
Ngakho-ke, i-Jianzhi Research ikholelwa ukuthi ngokuyisisekelo kuze kube manje, ukuthambekela kwemboni kuhambisana nezibikezelo, futhi ngalesi sikhathi intengo yezinto ze-silicon yehle ngaphansi kwe-200 yuan / kg, okusho futhi ukuthi ukwehla kwayo akuvimbeki.Ngisho noma ezinye izinkampani zinethemba lokukhulisa amanani, Kubuye kube nzima nakakhulu, ngoba i-inventory nayo inkulu kakhulu.Ngaphezu kwezimboni eziphezulu ze-polysilicon, kukhona nabadlali abaningi abangena sekwephuzile.Ngokuhambisana nokulindela ukwanda okukhulu engxenyeni yesibili yonyaka, izimboni ze-polysilicon ezansi nomfula zingase zingakwamukeli uma zifuna ukunyusa amanani.
Inzuzo ekhishwe ngezinto ze-silicon,Ingabe izodliwa iphele ama-wafers e-silicon nama-crucibles?
Ngo-2022, umthamo omusha ofakiwe we-photovoltaics e-China uzoba ngu-87.41GW.Kulinganiselwa ukuthi umthamo omusha ofakiwe we-photovoltaics e-China uzolinganiselwa ngethemba ku-130GW kulo nyaka, ngezinga lokukhula elicishe libe ngu-50%.
Khona-ke, ohlelweni lokunciphisa intengo yezinto ze-silicon futhi kancane kancane ukhulula inzuzo, inzuzo izogeleza kanjani, futhi ingabe izodliwa ngokuphelele yi-silicon wafer kanye ne-crucible?
I-Jianzhi Research ikholelwa ukuthi, ngokungafani nesibikezelo sangonyaka odlule sokuthi izinto ze-silicon zizogeleza kumamojula namaseli ngemva kokunqunywa kwentengo, kulo nyaka, ngokunyuka okuqhubekayo kokushoda kwesihlabathi se-quartz, wonke umuntu uye wanaka kakhulu isixhumanisi se-silicon wafer, ngakho-ke i-silicon. ama-wafers , I-Crucible, ne-high-purity quartz sand isibe izingxenye eziyinhloko zemboni ye-photovoltaic kulo nyaka.
Ukushoda kwesihlabathi se-quartz esihlanzekile kuyaqhubeka nokuqina, ngakho intengo nayo ikhuphuka ngokuhlanya.Kuye kwathiwa intengo ephakeme kakhulu ikhuphukele ku-180,000 / ton, kodwa isakhuphuka, futhi ingase ikhuphuke ibe yi-240,000 / ton ekupheleni kuka-Ephreli.Ayikwazi ukuma.
Ngokufana nezinto ze-silicon zangonyaka odlule, lapho intengo yesihlabathi se-quartz ikhuphuka ngendlela exakile kulo nyaka futhi kungabikho ukuphela okubonakalayo, ngokwemvelo kuzoba namandla amakhulu okushayela ama-silicon wafer kanye nezinkampani ze-crucible ukukhulisa amanani ngesikhathi sokushoda, ngakho-ke ngisho uma zonke zidliwe, inzuzo ngeke yanele , kodwa esimweni lapho intengo yesihlabathi esiphakathi nendawo yangaphakathi iqhubeka nokukhuphuka, abazuza kakhulu namanje ama-wafers e-silicon nama-crucibles.
Yebo, lokhu kumele kube yisakhiwo.Isibonelo, ngokukhuphuka kwentengo yesihlabathi esihlanzekile kakhulu kanye ne-crucible yezinkampani ze-silicon wafer zesigaba sesibili nesesithathu, izindleko zazo ezingezona i-silicon zizokhuphuka kakhulu, kwenze kube nzima ukuncintisana nabadlali abaphezulu.
Kodwa-ke, ngaphezu kwezinto ze-silicon nama-wafers e-silicon, amaseli namamojula ochungechungeni oluyinhloko lwemboni nawo azozuza ekuncishisweni kwentengo yezinto ze-silicon, kodwa izinzuzo zingase zingabi mkhulu njengoba bekulindelekile ngaphambili.
Ezinkampanini eziyingxenye, nakuba intengo yamanje imayelana ne-1.7 yuan/W, ingakhuthaza ngokugcwele ukufakwa kwamazwe asekhaya nakwamanye amazwe, futhi izindleko zizokwehla ngokunciphisa intengo yezinto ze-silicon.Kodwa-ke, kunzima ukusho ukuthi intengo yesihlabathi se-quartz esiphezulu ingakhuphuka kangakanani., izinzuzo ezibalulekile zisazodonswa yizinkampani eziyisinkwa esiyisinkwa se-silicon ezihamba phambili.
Isikhathi sokuthumela: Apr-10-2023