Amanani e-silicon avuka ebhodini! Ukunikezela kuhlanza okuphansi konyaka.

NgoSeptemba 4, i-China engenayo ye-Metals Metals Association Association Association Association Sgart Sgart Association yakhipha amanani asanda kwenziwa kwe-polysilicon.

Esontweni eledlule:

I-N-Type Material: ¥ 39,000-44,000 ngethani ngalinye, okulinganiselwa ku-41,300 ngethani ngalinye, up 0.73% isonto-isonto.
I-N-Type Glanur Silicon: ¥ 36,500-37,500 ngethani ngalinye, eliphakathi kwethani ¥ 377,300 ngethani ngalinye, up 1.63% isonto lesonto.
Izinto ezenziwe kabusha: ¥ 35,000-39,000 ngethani ngalinye, okulinganiselwa ku-36,400 ngethani ngalinye, up 0.83% isonto-isonto.
I-Monocrystalline Material: ¥ 33,000-36,000 ngethani ngalinye, okuvinjezelwa ¥ 34,500 ngethani ngalinye, up 0.58% isonto-isonto.
Izinto ze-monocrystalline cauliflower:
Uma kuqhathaniswa namanani ngo-Agasti 28, amanani entengo e-silicon akhuphuke kancane kuleli sonto. Imakethe yezinto ezibonakalayo ze-silicon ingena kancane kancane umjikelezo omusha wezingxoxo zezinkontileka, kepha umthamo ojwayelekile ojwayelekile usahlala ezinzile. Imikhiqizo yenkontileka ye-MaiveReam ngokuyinhloko i-N-Type noma izinto zephakeji ezixubile, ezinezinto zokwakha ze-silicon ezivame ukuthengiswa ngawodwana, okuholela ekunyuseni ukwenyuswa kwamanani. Ngokwengeziwe, ngenxa yenzuzo yentengo ye-granurar silicon, isidingo se-oda eliqinile kanye nokunikezwa kwendawo okuqinile kuholele ekunyuseni kwentengo okuncane.

Ngokuya ngempendulo evela kumabhizinisi ahlobene, izinkampani eziyi-14 zisalungiswa noma zisebenza ngokuncishiswa umthamo. Yize ezinye izinkampani ezibonakalayo ze-silicon nezemfundo ephakeme ziqale kabusha ukukhiqizwa, amabhizinisi amakhulu aholayo asakwazi ukuthola izikhathi zawo zokuqala. Idatha ikhombisa ukuthi ukuhlinzekwa kwama-polysilicon kwasekhaya e-Agasti kwakungamathani acishe abe ngu-129,700, ukuncipha kwenyanga ngenyanga - ngenyanga, ukushaya okusha okuphansi konyaka. Ukulandela ukukhuphuka kwesonto eledlule, izinkampani zePolysilicon ziye zaphakamisa izingcaphuno zazo ngokuma kwezimakethe zesikhathi esizayo, kepha amanani entengo asetshenziswayo ahlala lilinganiselwe, ngamanani emakethe akhuphuka kancane.

Ukubheka phambili kuSepthemba, ezinye izinkampani zezinto ezibonakalayo ze-silicon zihlela ukwandisa ukukhiqizwa noma ukuqhubeka nokusebenza, ngamakhono amasha avela ezinkampanini ezihola kancane. Njengoba izinkampani ezengeziwe ziqala ukukhiqizwa, ukuphuma kwe-polysilicon kulindeleke ukuthi kukhuphuke amathani angama-130,000-140,000 ngoSepthemba, ngokunokwenzeka kwengcindezi yokuhlinzeka ngemakethe. Ngengcindezi yokusungula ephansi ephansi emkhakheni wezinto ezibonakalayo ze-silicon kanye nokusekelwa kwamanani aqinile ezinkampanini ezibonakalayo zeSilico, amanani esikhathi esifushane kulindeleke ukuthi abone ukwanda okuncane.

Ngokuya kwama-wafers, amanani entengo abone ukwanda okuncane kwaleli sonto. Ngokuphawulekile, naphezu kwezinkampani ezinkulu ze-wafer ziphakamisa izingcaphuno zazo ngeledlule, abakhiqizi bebhethri ezansi avezwanga okuthengwa okuphezulu, ngakho-ke amanani entengo yangempela asadinga ukubonwa okwengeziwe. Ukukhiqizwa okusebenzayo, okwenziwe ngo-Agasti ku-Agasti kwafinyelela ku-52.6 gw, up 4.37% inyanga-inyanga. Kodwa-ke, ngenxa yokuncishiswa kokukhiqizwa kusuka ezinkampanini ezimbili ezikhethekile namanye amabhizinisi ahlanganisiwe ngoSepthemba, kulindeleke ukuthi okuphuma ku-45-46 gw, ukwehla okungama-14%. Njengoba ukusungulwa kuyaqhubeka ukwehla, ibhalansi yempahla edingekayo ithuthukisa, ihlinzeka ukwesekwa kwentengo.

Emkhakheni webhethri, amanani entengo ahlala ezinzile kuleli sonto. Ngamazinga ezindleko zamanje, amanani ebhethri anendawo encane yokuwa. Kodwa-ke, ngenxa yokuntuleka kokuthuthuka okukhulu kwesidingo esiphansi se-townstream, izinkampani eziningi zebhethri, ikakhulukazi abakhiqizi bebhethri abakhethekile, basabhekene nokwehla kokuqhutshwa kokukhiqizwa okuphelele. Ukukhiqizwa kwebhethri ngo-Agasti kwakungacishe kube ngu-58 GW, futhi ukukhiqizwa kukaSepthemba kulindeleke ukuthi kwehle ku-52-53 gw, ngamathuba okuncipha kwalokho. Njengoba amanani entengo aphezulu aqina, imakethe yebhethri ingabona izinga elithile lokubuyisa.