Muva nje, idatha yegatsha le-silicon le-China Non-ferrous Metal Industry Association ikhombisa ukuthi kuleli sonto intengo yama-wafer e-silicon ibe ukwehla kwe-circuit breaker, okuhlanganisa i-M6, M10, G12 monocrystal silicon wafers intengo ephakathi ngokulandelana yehle yaya ku-RMB 5.08/isiqephu, i-RMB 5.41/isiqephu, i-RMB 7.25/isiqephu, ukwehla kwamasonto onke okungu-15.2%, 20%, 18.4%.
Intengo ye-DMC ye-silicon ye-organic |Amayunithi: yuan/ton
Intengo ye-silicon ye-polycrystalline | Iyunithi: yuan/ton
Igatsha Lezimboni laseSilicon liveze ukuthi maqondana nokuhlinzekwa, izinkampani ezisezingeni lokuqala kanye namabhizinisi angochwepheshe asephinde anciphisa izinga lokusebenza; maqondana nesidingo, ukuphela kokunciphisa intengo yochungechunge lwezimboni kuyahamba kancane.
Ngokusho kwenethiwekhi yezinto ezibonakalayo, kuleli sonto, izinga lokusebenza kwezinkampani ezimbili zamafilimu e-silicon ezisebenza phambili lincishisiwe laya ku-80% kanye no-85%, izinga lokusebenza kwamabhizinisi ahlanganisiwe lihlala liphakathi kuka-70%-80%, kanti izinga lokusebenza kwezinye izinkampani lehla laya ku-60%-70% phakathi. Kuyaphawuleka ukuthi ngesonto eledlule, i-Silicon Industry Branch ayizange ibuyekeze ikhotheshini ye-silicon wafer. I-ejensi iveze ukuthi ukwehla kuleli sonto kufaka phakathi ukwehliswa kwentengo kwamasonto amabili edlule, futhi imbangela eyinhloko ukuthi intengo yezinto ze-silicon yehlisiwe. Uma sibheka idatha yedatha engenhla evela ku-PV Consulting nezinye izikhungo, intengo emaphakathi yama-silicon wafers e-M10 kanye ne-G12 ngesonto eledlule yayingu-6.15 yuan/ingxenye, 8.1 yuan/ingxenye, ngokulandelana.
Ngokusho kwezinto zokwakha, ukukhathazeka kwesikhathi esifushane kwemakethe yamanje yesidingo se-photovoltaic kuvela kakhulu: ubusika basenyakatho bufikile futhi isimo sobhubhane sikazwelonke sithinte inqubo yokwakha amaphrojekthi e-photovoltaic.
Kodwa-ke, ezinsukwini ezimbili ezedlule, ingxenye engezansi yezinto ze-silicon isanda kuthengwa, futhi intengo ye-silicon ihlale izinzile.
I-Industrial Silicon: Izolo, amanani e-silicon yezimboni azinzile. Ngokusho kwedatha ye-SMM, kusukela ngoDisemba 20, i-East China Inani le-Oxygen 553#Silicon laliyi-18400-18600 yuan/ton, lehle ngama-yuan angu-50; i-oxygen 553#silicon yayingu-18800-19100 yuan/ton; i-421#silicon ku-19900-20000 yuan/ton, ukwehla kwama-yuan angu-200; i-521#silicon yayingu-19600-19800 yuan/ton; i-3303#silicon yayingu-19900-20100 yuan/ton. Njengamanje, ukunikezwa kokunikezwa kuqhubekile nokwehla, futhi intengo kagesi yaseSichuan Sichuan eYunnan iphakanyisiwe, futhi ukukhiqizwa kunciphile. Isimo sokuvimbela ithrafikhi sehlile, futhi umkhiqizo we-Xinjiang kulindeleke ukuthi ukhuphuke. Uhlangothi lwabathengi luyaqhubeka nokukhula ngaphansi kwe-polysilicon. Ngokuncipha kokutholakala kanye nokusetshenziswa okwandisiwe, insalela inciphile, futhi ukuqongelela komtapo wolwazi oqongelelekayo kunciphile. Kodwa-ke, isitokwe sonke sisaphezulu. Intengo yakamuva inciphile. Ukwanda kwezindleko zokukhiqiza ngesikhathi samanzi omile, kanye nentengo elinganisiwe kuzoyeka kancane kancane ukwehla futhi kuzinze.
I-Polysilicon: Ukuqina kwentengo ye-polysilicon, ngokusho kwezibalo ze-SMM, isilinganiso sokuphakelwa kabusha kwe-polysilicon esingu-270-280 yuan/kg; Izinto ezihlanganisiwe ze-Polysilicon ezingu-250-265 yuan/kg; isilinganiso sezinto ze-Polysilicon cauliflower ezingu-230-250 yuan/kg, i-granular silicon engu-250-270 yuan/kg. Ukukhiqizwa kwe-polysilicon kuyaqhubeka nokukhula, futhi ukusayinwa kwama-oda kubuthakathaka ngesikhathi sehla intengo. Endabeni yokuqongelela ama-wafer e-silicon nezinye izixhumanisi, kulindeleke ukuthi intengo ye-polysilicon izoqhubeka nokwehla, kodwa isidingo se-silicon yezimboni sizogcina izinga lokukhula eliphezulu ngenxa yokwanda komkhiqizo.
I-Organosilicon: Intengo ye-organosilicon ishintshe kancane. Ngokwezibalo ze-Zhuochuang Information, ngoDisemba 20, abanye abakhiqizi eShandong banikeze i-DMC yuan/ton, yehle ngo-100 yuan; Abanye abakhiqizi bacaphuna i-17000-17500 yuan/ton. Imakethe ye-silicon ephilayo iyaqhubeka nokubanda, imakethe yokugcina ayikalulami, abakhiqizi abasezansi badinga nje ukuthenga, amabhizinisi amaningi ayeke ukukhiqiza ngenxa yokulungiswa noma ukusebenza kabi, imboni iyonke iphansi njengamanje, ngaphansi kokusekelwa kwezindleko zokukhiqiza, intengo ayinaso isikhala sokwehla, ngasikhathi sinye, ithintekile yimakethe yokugcina, intengo nayo ayanele, kulindeleke ukuthi ukuqala kwe-silicon ephilayo kanye nentengo kuzinzile, kunzima ukuba nokuguquguquka okukhulu.
Isinqumo se-Cinda Securities, njengoba ukwehla kwentengo ye-photovoltaic embonini ye-chain kusobala kakhulu, isidingo se-photovoltaic esifakiwe ngonyaka ozayo kulindeleke ukuthi sikhule, ukukhathazeka ngesidingo sesikhathi esifushane kunomthelela olinganiselwe. Ingxenye yephrojekthi yasekhaya ye-Q4 engakhishwanga izoqedwa ngonyaka ozayo we-Q1, 2023Q1 izimakethe zaseYurophu naseMelika noma izobonisa ukubuyiselwa okusheshayo kwesidingo ngemuva kukaKhisimusi, imakethe ye-PV yomhlaba wonke ye-Q1 ka-2023 noma izobonisa isizini ebuthakathaka.
Ngonyaka wonke ka-2023, ngokunciphisa izindleko zochungechunge lwezimboni, ukuthuthuka kobuchwepheshe obusha kanye nomthamo wokukhiqiza ohlanganisiwe, isidingo se-Central Europe kulindeleke ukuthi siqhubeke sikhula ngokushesha, futhi isidingo se-United States kulindeleke ukuthi sikhule, futhi isidingo somhlaba wonke se-PV kulindeleke ukuthi sikhule cishe ngo-40%. Njengamanje, inani lezingxenye ezihlanganisiwe, ama-inverter, izinto ezisizayo eziyinhloko kanye nezinye izixhumanisi linokukhanga okukhulu, futhi linethemba ngokukhula okuphezulu kwesidingo se-photovoltaic ekhaya nakwamanye amazwe ngonyaka ozayo.
Isikhathi sokuthunyelwe: Disemba-28-2022