Kutshanje, idatha yesebe lesilicon ye-China Non-ferrous Metal Industry Association ibonisa ukuba kule veki ixabiso le-silicon wafers liye lehla kakhulu, kuquka i-M6, i-M10, i-G12 monocrystal silicon wafers, ixabiso eliqhelekileyo ngokulandelelana liye lehla laya kwi-RMB 5.08/iqhekeza, i-RMB 5.41/iqhekeza, i-RMB 7.25/iqhekeza, ukwehla kweveki nganye kwe-15.2%, 20%, 18.4%.
Ixabiso le-DMC ye-silicon yendalo |Iiyunithi: yuan/ton
Ixabiso le-silicon ye-Polycrystalline | Iyunithi: yuan/ton
ISebe lezoShishino laseSilicon lithe ngokubhekiselele ekunikezelweni kweenkonzo, iinkampani eziphambili kunye namashishini angochwephesha aphinde anciphisa izinga lokusebenza; ngokwemfuno, isiphelo sokunciphisa amaxabiso secandelo leshishini sihamba kancinci.
Ngokwenethiwekhi yezinto, kule veki, izinga lokusebenza kweenkampani ezimbini zefilimu zesilicon ezikwicala eliphambili lincitshisiwe laya kwi-80% kunye ne-85%, izinga lokusebenza kwamashishini adibeneyo lihlala liphakathi kwe-70%-80%, kwaye izinga lokusebenza kwezinye iinkampani lehla laya kwi-60%-70% phakathi. Kuyaphawuleka ukuba kwiveki ephelileyo, iSebe leSilicon Industry alizange lihlaziye ikowuteshini ye-silicon wafer. I-arhente ibonise ukuba ukuhla kule veki kuquka ukuncitshiswa kwamaxabiso kweeveki ezimbini ezidlulileyo, kwaye unobangela kukuba ixabiso lezinto zesilicon lincitshisiwe. Ukujonga idatha yedatha engentla evela kwi-PV Consulting kunye namanye amaziko, ixabiso eliqhelekileyo le-M10 kunye ne-G12 silicon wafers kwiveki ephelileyo yayiyi-6.15 yuan/iqhekeza, i-8.1 yuan/iqhekeza, ngokwahlukeneyo.
Ngokwezixhobo, iinkxalabo zexesha elifutshane zemarike yangoku yemfuno ye-photovoltaic ikakhulu zivela: ubusika basemantla bufikile kwaye imeko yesizwe yobhubhane ichaphazele inkqubo yokwakha iiprojekthi ze-photovoltaic.
Nangona kunjalo, kwiintsuku ezimbini ezidlulileyo, umlambo osezantsi wezinto zesilicon usandul’ ukuthengwa, kwaye ixabiso lexabiso lesilicon ligcine uzinzo.
I-Silicon yoShishino: Izolo, amaxabiso e-silicon yoshishino azinzile. Ngokwedatha ye-SMM, ukusukela nge-20 kaDisemba, i-East China Inani le-Oxygen 553#Silicon yayiyi-18400-18600 yuan/ton, yehla ngama-50 yuan; i-oxygen 553#silicon yayiyi-18800-19100 yuan/ton; i-421#silicon kwi-19900-20000 yuan/ton, ukwehla kwama-200 yuan; i-521#silicon yayiyi-19600-19800 yuan/ton; i-3303#silicon yayiyi-19900-20100 yuan/ton. Okwangoku, ukunikezelwa kobonelelo kuqhubekile nokwehla, kwaye ixabiso lombane laseSichuan Sichuan eYunnan linyusiwe, kwaye imveliso inciphile. Imeko yokuthintela ithrafikhi inciphile, kwaye imveliso yeXinjiang kulindeleke ukuba inyuke. Icala labathengi liyaqhubeka nokunyuka phantsi kwe-polysilicon. Ngenxa yokwehla kokunikezelwa kunye nokwanda kokusetyenziswa, intsalela iye yehla, kwaye ukuqokelelwa kwethala leencwadi eliqokelelweyo kuyathomalaliswa. Nangona kunjalo, uluhlu lwezinto ezisetyenzisiweyo lusephezulu. Ixabiso lakutshanje liye lehla. Ukunyuka kweendleko zemveliso ngexesha lamanzi omileyo, kunye nexabiso eliqikelelweyo liya kuyeka kancinci ukuhla kwaye lizinze.
I-Polysilicon: Uzinzo lwamaxabiso e-polysilicon, ngokwezibalo ze-SMM, ikowuteshini yokuphinda yondle i-polysilicon yi-270-280 yuan/kg; Izinto ezixineneyo ze-Polysilicon yi-250-265 yuan/kg; Ikowuteshini yezinto ze-cauliflower ze-Polysilicon yi-230-250 yuan/kg, i-granular silicon yi-250-270 yuan/kg. Imveliso ye-polysilicon iyaqhubeka nokwanda, kwaye ukusayinwa kwee-odolo kubuthathaka ngexesha lokuhla kwexabiso. Kwimeko yokuqokelelwa kwee-wafers ze-silicon kunye nezinye iikhonkco, kulindeleke ukuba ixabiso le-polysilicon liqhubeke nokuhla, kodwa imfuno ye-silicon yemizi-mveliso iya kugcina izinga lokukhula eliphezulu ngenxa yokwanda kwemveliso.
I-Organosilicon: Ixabiso le-organosilicon litshintshile kancinci. Ngokwezibalo zeZhuochuang Information, ngoDisemba 20, abanye abavelisi eShandong banikezela nge-DMC 16700 yuan/ton, yehle nge-100 yuan; Abanye abavelisi bacaphula i-17000-17500 yuan/ton. Imarike ye-organic silicon iyaqhubeka nokubanda, imarike ye-terminal ayikabuyi, abavelisi abasezantsi bafuna nje ukuthenga, amashishini amaninzi ayeke ukuvelisa ngenxa yokugcinwa okanye ukusebenza kakubi, ishishini liphela liphantsi okwangoku, phantsi kwenkxaso yeendleko zemveliso, ixabiso alinandawo yokuhla, kwangaxeshanye, lichaphazeleka yimarike ye-terminal, ixabiso nalo alanelanga, kulindeleke ukuba ukuqala kwe-organic silicon kunye nexabiso zizinzile, kunzima ukuba kubekho utshintsho olukhulu.
Isigwebo seCinda Securities, njengoko ukwehla kwamaxabiso kushishino lwe-photovoltaic kucaca ngakumbi, imfuno ye-photovoltaic efakwe kunyaka olandelayo kulindeleke ukuba ikhule, iinkxalabo zemfuno yexesha elifutshane kwipleyiti zincinci kakhulu. Inxalenye yeprojekthi yasekhaya ye-Q4 engakhange ikhutshwe okanye iya kugqitywa kunyaka olandelayo we-Q1, 2023Q1 iimarike zaseYurophu naseMelika okanye ziya kubonisa ukubuya ngokukhawuleza kwemfuno emva kweKrisimesi, imakethi ye-PV yehlabathi ye-Q1 ka-2023 okanye iya kubonisa ixesha lonyaka elibuthathaka.
Kunyaka wonke ka-2023, ngenxa yokunciphisa iindleko zecandelo lezemizi-mveliso, uphuhliso lwetekhnoloji entsha kunye nomthamo wemveliso odibeneyo, kulindeleke ukuba imfuno yeYurophu eseMbindini iqhubeke ikhula ngokukhawuleza, kwaye imfuno ye-United States kulindeleke ukuba inyuke, kwaye imfuno yehlabathi ye-PV kulindeleke ukuba ikhule malunga ne-40%. Okwangoku, ixabiso lezinto ezidibeneyo, ii-inverters, izixhobo ezincedisayo eziphambili kunye nezinye iikhonkco zinomtsalane omkhulu, kwaye inethemba malunga nokukhula okuphezulu kwemfuno ye-photovoltaic ekhaya nakwamanye amazwe kunyaka ozayo.
Ixesha lokuthumela: Disemba-28-2022