Muva nje, i-China engeyona yensimbi yezensimbi ye-Association Association Association Association Association Association Association Association Association Association Association Alicon Idatha ye-Silicon Intengo ye-Silicon Wafers kwakuwukwehla kwentengo yesifunda, kufaka phakathi i-M6, m10, G12 I-Piece, RMB 7.25 / Piece, ukwehla kweviki nge-15.2%, 20%, 18.4%.
Intengo ye-Organic Silicon DMC | Amayunithi: Yuan / Ton
Intengo ye-polycrystallika ye-silicon | Iyunithi: Yuan / Ton
Igatsha laseSimbicon likhombise ukuthi ngokuya ngezinkampani zokuhlinzekwa, izinkampani zokuqala namabhizinisi ochwepheshe ziphinde zanciphisa izinga lokusebenza; Ngokuya ngesidingo, i-terminal yokunciphisa amanani embonini embonini ishibhile.
Ngokusho kwenethiwekhi yezinto ezibonakalayo, kuleli sonto, inani elisebenzayo lezinkampani zamafilimu ezimbili ze-silicon lincishiswe libe ngama-80% nama-85%, isilinganiso sokusebenza kwamabhizinisi ahlanganisiwe sihlala siphakathi kuka-70% -80%, kanye nesilinganiso sokusebenza se Ezinye izinkampani zehla ziye ku-60% -70% phakathi. Kuyaphawuleka ukuthi ngesonto eledlule, igatsha laseSilicon Imboni alivuseleli isicaphuna se-silicon wafer. Le nhlangano yaveza ukuthi ukwehla kwaleli sonto kufaka phakathi ukuncishiswa kwamanani amasonto amabili edlule, futhi imbangela yecala ukuthi intengo ye-silicon yancishiswa. Ukwahlulela kusuka kwimininingwane yedatha engenhla kusuka ekubonisaneni kwe-PV nezinye izikhungo, inani elijwayelekile le-M10 kanye ne-G12 silicon Wafers ngesonto eledlule lalingu-6.15 yuan / ucezu, ngokulandelana.
Ngokuya ngezinto zokwakha, ukukhathazeka okufushane kwemakethe yamanje yesidingo se-Photovoltaic ikakhulu kuvela ku: INyakatho Ebusika isifikile kanti isimo se-National Ubhubhane sesithinte inqubo yokwakha yamaphrojekthi we-Photovoltaic. Ngokwengqondo.
Kodwa-ke, ezinsukwini ezimbili ezedlule, ukwehla kwe-silicon impahla sekuthengiwe nje, futhi intengo yentengo ye-silicon igcine ukuqina.
I-Industrial Silicon: Izolo, amanani e-silicon wezimboni aqinisiwe. Ngokusho kwedatha ye-SMM, kusukela ngoDisemba 20, I-East China Inombolo ye-O Oxygen 553 # Silicon yayingu-18400-18600 yuan / ton, phansi 50 Yuan; I-O oksijini 553 # Silicon yayingu-18800-19100 yuan / ton; 421 # silicon ngo-19900-20000 yuan / ton, ithonsi lama-200 yuan; 521 # silicon kwakungu-19600-19800 yuan / ton; I-3303 # silicon yayingu-19900-20100 yuan / ton. Njengamanje, ukuhlinzekwa kokuhlinzekwa kuqhubekile ukwehla, futhi intengo kagesi yeSichuan Sichuan eYunnan ivuliwe, futhi ukukhiqizwa kuncishisiwe. Isimo esivinjelwe sethrafikhi sehle, futhi ukuphuma kwe-XINJIANG kulindeleke ukuthi kwandiswe. Uhlangothi lwabathengi luyaqhubeka nokwanda ngaphansi kwedrayivu yePolysilicon. Ngokwehla okuhlinzekwayo kanye nokusetshenziswa okwengeziwe, okusalayo kunciphe, futhi ukunqwabelana komtapo wolwazi oqongelelayo kuyakhululwa. Kodwa-ke, ukusungulwa okuphelele kusaphezulu. Intengo yakamuva yenziwe buthaka. Ukwanda kwezindleko zokukhiqiza ngesikhathi somile, kanti intengo elinganisiwe izoyeka ukuwa futhi iqinise.
I-Polysilicon: Ukuqina kwentengo yePolysilicon, ngokuya ngezibalo ze-SMM, ama-polysilicon Refundle Quotation 270-280 yuan / kg; Izinto ezihlangene zePolysilicon 250-265 yuan / kg; Polysilicon cauliflower wezilinganiso zezinto ezitholakala ngezilinganiso ezingama-230-250 yuan / KG, Granurar Silicon 250-270 Yuan / Kg. Ukukhiqizwa kwePolysilicon kuyaqhubeka ukwanda, futhi ukusayinwa kwama-oda kubuthakathaka ngesikhathi sehla intena. Endabeni yokuqongelela ama-Silicon Wafers kanye nezinye izixhumanisi, kulindeleke ukuthi intengo yePolysilicon izoqhubeka nokuwa, kepha isidingo se-silicon yezimboni sizogcina izinga lokukhula okuphezulu ngenxa yokwanda kokukhiqiza.
I-Orgasilicone: Intengo ye-orgasilicon iguqulwe kancane. Ngokusho kwezibalo zolwazi lweZhuchuang, ngoDisemba 20, abanye abakhiqizi eShandong banikezela nge-DMC 16700 yuan / ton, phansi 100 yuan; Abanye abakhiqizi bacaphuna 17000-17500 yuan / ton. Imakethe ye-organic silicon iyaqhubeka nokupholisa, imakethe yokugcina ayikaze iphinde yabuya, abakhiqizi abaphansi badinga nje ukuthenga, amabhizinisi amaningi amisa ukukhiqizwa ukuze akwazi ukulungiswa noma umsebenzi ophansi njengamanje, ngaphansi kokusekelwa kwezindleko zokukhiqiza, Intengo ayinalo igumbi lokuwa, ngasikhathi sinye, elithintekile yimakethe yokugcina, intengo nayo iyalwanele, kulindeleke ukuthi ukuqala kwe-anicon ye-organic nentengo kuzinzile, kunzima ukuba nokukhulu ukushintshashintsha kwezilwandle.
Ukwahlulela kwe-Cinda Securities, njengokwehla kwentengo ye-Photovoltaic Imboni Yezinkomo Zokwehla, isidingo se-Photovoltaic esifakiwe ngonyaka olandelayo kulindeleke ukuthi sithuthukiswe, ukukhathazeka kwesikhashana kwesikhashana ku-Plate kunomthelela omkhulu. Ingxenye yephrojekthi ye-Q4 ekhishwe ekhaya noma izophothulwa ngonyaka olandelayo Q1, 2023Q1 izimakethe zaseYurophu neyaseMelika noma izokhombisa ukululama okusheshayo kwesidingo ngemuva kukaKhisimusi, 202311 Global PV Market noma izokhombisa isizini elibuthakathaka.
Kuwo wonke unyaka ka-2023, ngokuncishiswa kwezindleko zezimboni, impumelelo yobuchwepheshe obusha kanye nevolumu ephakathi nendawo, ukufunwa enkabeni yeYurophu kulindeleke ukuthi kuqhubeke ukukhula ngokushesha, futhi ukufunwa kwe-United States kulindeleke ukuba Thatha, futhi isidingo somhlaba wonke se-PV kulindeleke ukuthi sikhule cishe ngama-40%. Njengamanje, ukulinganisa kwezakhi ezihlanganisiwe, ama-inverters, izinto ezisizayo ezisizayo nezinye izixhumanisi zinokukhanga okunamandla, futhi kunethemba lokukhula okuphezulu kwesidingo se-Photovoltaic ekhaya nakwamanye amazwe ngonyaka olandelayo.
Isikhathi sePosi: Dece-28-2022