Kutshanje, i-China Non-ferrous Metal Industry Association idatha ye-silicon yesebe ibonisa ukuba kule veki ixabiso le-silicon wafers liye lahla i-circuit breaker, kubandakanywa i-M6, i-M10, i-G12 i-monocrystal silicon wafers transaction average ixabiso ngokulandelelana lawela kwi-RMB 5.08 / iqhekeza, i-RMB 5.41 / iqhekeza, i-RMB 7.25 / iqhekeza, ukuhla kweveki ye-15,2%, i-20%, i-18,4%.
Ixabiso lesilicon ye-Organic ye-DMC | Iiyunithi: yuan/ton
ixabiso lesilicon yePolycrystalline |Iyunithi: yuan/ton
Isebe leShishini leSilicon libonise ukuba malunga nokubonelela, iinkampani zokuqala kunye namashishini aqeqeshiweyo aphinde anciphisa izinga lokusebenza;ngokwemfuno, itheminali yokunciphisa ixabiso lekhonkco loshishino lilonke liyacotha.
Ngokothungelwano lwezinto eziphathekayo, kule veki, izinga lokusebenza kweenkampani zefilimu ze-silicon zangaphambili ziye zancitshiswa ukuya kwi-80% kunye ne-85%, izinga lokusebenza kwamashishini adibeneyo ahlala phakathi kwe-70% -80%, kunye nezinga lokusebenza ezinye iinkampani zehla ukuya kwi-60% -70% phakathi.Kuqatshelwe ukuba kwiveki ephelileyo, iSebe leShishini leSilicon alizange lihlaziye isicatshulwa se-silicon wafer.I-arhente ibonise ukuba ukuhla kweli veki kubandakanya ukunciphisa ixabiso leeveki ezimbini ezidlulileyo, kwaye ingcambu ibangela ukuba ixabiso lezinto ze-silicon liyancipha.Ukuqwalasela idatha yedatha engentla evela kwi-PV Consulting kunye namanye amaziko, ixabiso eliqhelekileyo le-M10 kunye ne-G12 i-silicon wafers kwiveki ephelileyo yayiyi-6.15 yuan / piece, 8.1 yuan / piece, ngokulandelanayo.
Ngokwezinto eziphathekayo, iinkxalabo zexesha elifutshane lemarike yangoku yeemfuno ze-photovoltaic ngokuyinhloko zivela: ubusika obusenyakatho bufikile kwaye imeko ye-epidemic yelizwe ichaphazele inkqubo yokwakhiwa kweeprojekthi ze-photovoltaic.Ngengqondo.
Nangona kunjalo, kwiintsuku ezimbini ezidlulileyo, ukwehla kwezinto ze-silicon kusanda kuthengwa, kwaye ixabiso lexabiso le-silicon ligcine uzinzo.
I-Silicon yoShishino: Izolo, amaxabiso e-silicon emizi-mveliso azinzisiwe.Ngokutsho kwedatha ye-SMM, ukususela nge-20 kaDisemba, i-East China Inani le-Oxygen 553 # I-Silicon yayingu-18400-18600 yuan / ton, phantsi kwe-50 yuan;ioksijini 553#silicon yaba 18800-19100 yuan/ton;421#silicon ngo-19900-20000 yuan/ton, ithontsi ye-yuan engama-200;521#silicon yaba 19600-19800 yuan/ton;3303#silicon yaba 19900-20100 yuan/ton.Okwangoku, ukunikezelwa kokubonelela kuye kwaqhubeka kuncipha, kwaye ixabiso lombane laseSichuan Sichuan eYunnan liye laphakanyiswa, kwaye imveliso iyancipha.Imeko yokuthintela izithuthi iye yadamba, kwaye imveliso yeXinjiang kulindeleke ukuba inyuke.Icala labathengi liyaqhubeka nokunyuka phantsi kwe-polysilicon drive.Ngokuhla kobonelelo kunye nokwanda kokusetyenziswa, intsalela iye yadamba, kwaye ukuqokelelwa kwethala leencwadi kuye kwakhululeka.Nangona kunjalo, uluhlu olupheleleyo lusephezulu.Ixabiso langoku lenziwe buthathaka.Ukunyuka kweendleko zemveliso ngexesha lamanzi omileyo, kwaye ixabiso eliqikelelweyo liya kuyeka ngokuthe ngcembe ukuwa kwaye lizinzile.
I-Polysilicon: ukuzinza kwexabiso le-polysilicon, ngokwezibalo ze-SMM, i-polysilicon yokutya kwakhona isicatshulwa 270-280 yuan / kg;I-Polysilicon i-compact material 250-265 yuan / kg;Polysilicon cauliflower impahla quotation 230-250 yuan / kg, isilicon granular 250-270 yuan/kg.Ukuveliswa kwe-polysilicon kuyaqhubeka nokunyuka, kwaye ukusayinwa kwemiyalelo kubuthathaka ngexesha lokuhla kwexabiso.Kwimeko yokuqokelela i-silicon wafers kunye nezinye izixhumanisi, kulindeleke ukuba ixabiso le-polysilicon liya kuqhubeka nokuwa, kodwa imfuno ye-silicon yezoshishino iya kugcina izinga eliphezulu lokukhula ngenxa yokunyuka kwemveliso.
I-Organosilicone: Ixabiso le-organosilicon litshintshile kancinci.Ngokwezibalo zeZhuochuang Ulwazi, ngomhla we-20 kaDisemba, abanye abavelisi baseShandong banikela nge-DMC 16700 yuan / ton, phantsi kwe-yuan eyi-100;Abanye abavelisi bacaphula i-17000-17500 yuan/toni.Imarike ye-silicon ye-organic iyaqhubeka nokuphola, imarike ye-terminal ayizange iphinde ibuyele, abavelisi abasezantsi kufuneka bathenge nje, amashishini amaninzi ayeke ukuvelisa ukugcinwa okanye ukusebenza kakubi, ishishini lilonke liphantsi ngoku, phantsi kwenkxaso yeendleko zemveliso, ixabiso alinayo indawo yokuwa, ngexesha elifanayo, elichaphazelekayo kwimarike ye-terminal, ixabiso nalo alinelanga, kulindeleke ukuba ukuqala kwe-silicon ye-organic kunye nexabiso lizinzile, kunzima ukuba nokuguquka okukhulu.
Cinda Securities isigwebo, njengoko photovoltaic ishishini chain ukuhla ixabiso trend ecacileyo ngakumbi, imfuno photovoltaic efakwe kunyaka ozayo kulindeleke ukuba kuphuculwe, iinkxalabo imfuno zexesha elifutshane kwipleyiti impembelelo encinci ngakumbi.Inxalenye yeprojekthi yasekhaya ye-Q4 engafakwanga okanye iya kugqitywa kunyaka ozayo i-Q1, i-2023Q1 yeemarike zaseYurophu kunye neMelika okanye iya kubonisa ukubuyiswa ngokukhawuleza kwemfuno emva kweKrisimesi, i-2023Q1 ye-PV yemakethe yehlabathi okanye iya kubonisa ixesha elibuthathaka.
Kuwo wonke unyaka ka-2023, ngokuncipha kweendleko zekhonkco lemizi-mveliso, ukuphumelela kwetekhnoloji entsha kunye nomthamo wemveliso esembindini, imfuno yoMbindi Yurophu kulindeleke ukuba iqhubeke ikhula ngokukhawuleza, kwaye imfuno ye-United States kulindeleke ukuba ikhule ngokukhawuleza. pick up, kwaye imfuno yehlabathi ye-PV kulindeleke ukuba ikhule malunga ne-40%.Okwangoku, ukulinganiswa kwamacandelo adibeneyo, i-inverters, izinto ezincedisayo eziphambili kunye nezinye izixhumanisi zinomdla oqinileyo, kwaye unethemba lokukhula okuphezulu kwemfuno ye-photovoltaic ekhaya nakwamanye amazwe kunyaka ozayo.
Ixesha lokuposa: Dec-28-2022