Ngomhla zizi-4 kuMandulo, i-China Nonferrous Metals Industry Association's Silicon Branch yakhipha amanani entengo yakamuva ye-polysilicon yebanga lelanga.
Evikini elidlule:
Okubalulekile kohlobo lwe-N: ¥39,000-44,000 ngethani, isilinganiso esingu-¥41,300 ngethani, sikhuphuke ngo-0.73% iviki neviki.
I-silicon eyimbudumbudu yohlobo lwe-N: ¥36,500-37,500 ngethani, isilinganiso esingu-¥37,300 ngethani, ikhuphuka ngo-1.63% iviki neviki.
Izinto ezihlanganisiwe: ¥35,000-39,000 ngethani, isilinganiso esingu-¥36,400 ngethani, sikhuphuka ngo-0.83% iviki neviki.
Okokusebenza okuminyene kwe-Monocrystalline: ¥33,000-36,000 ngethani, isilinganiso esingu-¥34,500 ngethani, sikhuphuke ngo-0.58% iviki neviki.
Okubalulekile kwe-cauliflower ye-Monocrystalline: ¥30,000-33,000 ngethani, isilinganiso esingu-¥31,400 ngethani, phezulu ngo-0.64% iviki neviki.
Uma kuqhathaniswa nezintengo zango-Agasti 28, izintengo ze-silicon zikhuphuke kancane kuleli sonto. Imakethe yempahla ye-silicon kancane kancane ingena emzuliswaneni omusha wezingxoxo zenkontileka, kodwa inani lokwenziwa komsebenzi lilonke lihlala lizinzile. Imikhiqizo yenkontileka evamile ngokuyinhloko iwuhlobo lwe-N noma izinto zephakeji ezixubile, nezinto ze-silicon zohlobo lwe-P ezingavamisile ukuthengiswa ngazodwana, okuholela ekunyukeni kwentengo. Ukwengeza, ngenxa yenzuzo yentengo ye-silicon eyimbudumbudu, isidingo esiqinile sokuhleleka kanye nokunikezwa kwendawo okuqinile kuholele ekwenyukeni kwentengo kancane.
Ngokwempendulo evela kumabhizinisi ahlobene, izinkampani eziyi-14 zisalungiswa noma zisebenza ngomthamo ophansi. Yize ezinye izinkampani zezinto ze-silicon zesibili neziphakeme seziqale kabusha kancane ukukhiqiza, amabhizinisi amakhulu ahamba phambili kusamele anqume izikhathi zawo zokuqalisa kabusha. Idatha ikhombisa ukuthi ukunikezwa kwe-polysilicon yasekhaya ngo-Agasti bekucishe kube amathani ayi-129,700, ukwehla okungu-6.01% inyanga nenyanga, kwehla okusha ngonyaka. Ngemva kokwenyuka kwamanani entengo e-wafer ngesonto eledlule, izinkampani ze-polysilicon ngokuvamile zikhuphule izingcaphuno zazo ezimakethe ezingezansi nezizayo, kodwa amanani okuthenga ahlala elinganiselwe, nezintengo zemakethe zikhuphuka kancane.
Uma sibheka phambili ngoSepthemba, ezinye izinkampani zezinto ze-silicon zihlela ukukhulisa ukukhiqiza noma ukuqalisa kabusha ukusebenza, ngamakhono amasha avela ezinkampanini eziholayo akhululwa kancane kancane. Njengoba izinkampani eziningi ziqala kabusha ukukhiqiza, ukuphuma kwe-polysilicon kulindeleke ukuthi kukhuphukele kumathani ayi-130,000-140,000 ngoSepthemba, okungase kwandise ingcindezi yokuhlinzekwa kwemakethe. Ngokucindezelwa kwempahla ephansi uma kuqhathaniswa nomkhakha wezinto ze-silicon kanye nokusekelwa kwamanani okuqinile okuvela ezinkampanini zezinto ze-silicon, izintengo zesikhashana kulindeleke ukuthi zikhuphuke kancane.
Mayelana nama-wafers, amanani abone ukunyuka okuncane kuleli sonto. Ngokuphawulekayo, naphezu kwezinkampani ezinkulu ze-wafer eziphakamisa izingcaphuno zazo ngesonto eledlule, abakhiqizi bebhethri abaphansi abakaqali ukuthenga ngezinga elikhulu, ngakho-ke izintengo zangempela zokuthenga zisadinga ukubhekwa okwengeziwe. Ngokusebenzisa ubuhlakani, ukukhiqizwa kwamawafa ngo-Agasti kufinyelele ku-52.6 GW, kwenyuke ngo-4.37% inyanga nenyanga. Kodwa-ke, ngenxa yokuncishiswa kokukhiqiza ezinkampanini ezimbili ezinkulu ezikhethekile kanye namanye amabhizinisi adidiyelwe ngoSepthemba, ukukhishwa kwe-wafer kulindeleke ukuthi kwehle kuye ku-45-46 GW, ukwehla okungaba ngu-14%. Njengoba uhlu lwamagama luqhubeka nokuncipha, ibhalansi yesidingo sokuhlinzeka iyathuthuka, ihlinzeka ngosekelo lwentengo.
Emkhakheni webhethri, izintengo zihlale zizinzile kuleli sonto. Emazingeni ezindleko zamanje, izintengo zebhethri zinendawo encane yokuwa. Kodwa-ke, ngenxa yokuntuleka kokuthuthukiswa okuphawulekayo kwesidingo setheminali esingezansi komfula, izinkampani eziningi zamabhethri, ikakhulukazi abakhiqizi bamabhethri abakhethekile, zisabhekene nokwehla kokuhlelelwa kokukhiqiza kukonke. Ukukhiqizwa kwebhethri ngo-Agasti kwakucishe kube ngu-58 GW, kanti ukukhiqizwa kukaSepthemba kulindeleke ukuthi kwehle kufinyelele ku-52-53 GW, okungenzeka ukuthi kuphinde kunciphe. Njengoba izintengo ezikhuphukayo zizinza, imakethe yebhethri ingase ibone izinga elithile lokuthola kabusha.
Isikhathi sokuthumela: Sep-06-2024