Muva nje, idatha yegatsha le-silicon ye-China Non-ferrous Metal Industry Association ibonisa ukuthi kuleli sonto intengo yama-wafers e-silicon ibe ukwehla kwe-circuit breaker, okuhlanganisa i-M6, M10, G12 monocrystal silicon wafers transaction average intengo ngokulandelana kwehle yafika ku-RMB 5.08/piece, RMB 5.41/ ucezu, i-RMB 7.25 / ucezu, ukwehla kwamasonto onke kwe-15.2%, 20%, 18.4%.
Intengo ye-organic silicon DMC |Amayunithi: yuan/ton
Intengo ye-silicon ye-Polycrystalline |Iyunithi: yuan/ton
Igatsha Lemboni Ye-Silicon liveze ukuthi mayelana nokuhlinzeka, izinkampani ezisezingeni lokuqala kanye namabhizinisi angochwepheshe baphinde banciphisa izinga lokusebenza;ngokwesidingo, isiphetho sokunciphisa amanani embonini sisonke siyavilapha.
Ngokusho kwenethiwekhi yezinto ezibonakalayo, kuleli sonto, izinga lokusebenza lezinkampani ezimbili zamafilimu e-silicon ye-front-line lehlisiwe lafika ku-80% kanye nama-85%, izinga lokusebenza kwamabhizinisi adidiyelwe lihlala liphakathi kuka-70% -80%, kanye nezinga lokusebenza ezinye izinkampani zehlela ku-60% -70% phakathi.Kuyaphawuleka ukuthi ngesonto eledlule, Igatsha Lemboni Ye-Silicon alizange libuyekeze ikhotheshini ye-silicon wafer.I-ejensi yabonisa ukuthi ukwehla kuleli sonto kuhlanganisa ukuncishiswa kwentengo emasontweni amabili edlule, futhi imbangela eyinhloko ukuthi intengo yezinto ze-silicon yancishiswa.Uma kubhekwa idatha yedatha engenhla evela ku-PV Consulting nezinye izikhungo, inani elimaphakathi lama-silicon wafers we-M10 kanye ne-G12 ngesonto eledlule lalingu-6.15 yuan/ucezu, 8.1 yuan/ucezu, ngokulandelana.
Ngokusho kwezinto zokwakha, ukukhathazeka kwesikhashana kwemakethe yamanje yesidingo se-photovoltaic ngokuyinhloko kuvela: ubusika obusenyakatho bufikile futhi isimo sobhubhane sikazwelonke sithinte inqubo yokwakhiwa kwamaphrojekthi we-photovoltaic.Ngengqondo.
Kodwa-ke, ezinsukwini ezimbili ezedlule, umfula ongezansi we-silicon usanda kuthengwa, futhi intengo yentengo ye-silicon igcine ukuzinza.
I-Industrial Silicon: Izolo, amanani e-silicon yezimboni azinzile.Ngokusho kwedatha ye-SMM, kusukela ngomhla ka-20 Disemba, i-East China Number of Oxygen 553#Silicon yayingu-18400-18600 yuan/ton, phansi ngama-yuan angu-50;umoya-mpilo 553#silicon kwaba 18800-19100 yuan/ton;421#silicon ngo-19900-20000 yuan/ton, ukwehla kwamayuan angama-200;521#silicon kwaba 19600-19800 yuan/ton;3303#silicon kwaba 19900-20100 yuan/ton.Njengamanje, ukuhlinzekwa kokuhlinzekwa kuqhubekile nokwehla, futhi intengo kagesi yase-Sichuan Sichuan e-Yunnan inyusiwe, futhi ukukhiqizwa kwehlisiwe.Isimo sokuvimbela ukugcwala kwezimoto sesehlile, futhi umphumela we-Xinjiang kulindeleke ukuthi ukhuphuke.Uhlangothi lwabathengi luyaqhubeka nokukhula ngaphansi kokushayela kwe-polysilicon.Ngokuncipha kokunikezwayo kanye nokusetshenziswa okukhulayo, inani elinqwabelene liye lehla, futhi ukunqwabelana komtapo wolwazi kuyakhululeka.Nokho, i-inventory iyonke isephezulu.Intengo yakamuva yenziwe buthaka.Ukwenyuka kwezindleko zokukhiqiza ngesikhathi samanzi omile, futhi inani elilinganisiwe lizoyeka kancane kancane ukwehla futhi lizinze.
I-Polysilicon: ukuzinza kwentengo ye-polysilicon, ngokusho kwezibalo ze-SMM, i-polysilicon yokondla kabusha ikhotheshini 270-280 yuan/kg;Polysilicon compact impahla 250-265 yuan/kg;Polysilicon cauliflower impahla quotation 230-250 yuan/kg, Silicon granular 250-270 yuan/kg.Ukukhiqizwa kwe-polysilicon kuyaqhubeka nokukhula, futhi ukusayinwa kwama-oda akunamandla ngesikhathi sokwehla kwentengo.Endabeni yokuqoqwa kwama-silicon wafers nezinye izixhumanisi, kulindeleke ukuthi intengo ye-polysilicon izoqhubeka nokuwa, kodwa isidingo se-silicon yezimboni sizogcina izinga eliphezulu lokukhula ngenxa yokwanda kokukhiqizwa.
I-Organosilicone: Intengo ye-organosilicon iguquguquke kancane.Ngokwezibalo zeZhuochuang Information, ngomhla zingama-20 kuZibandlela, abanye abakhiqizi eShandong banikela nge-DMC 16700 yuan/ton, phansi kwe-yuan eyi-100;Abanye abakhiqizi bacaphuna i-17000-17500 yuan/ton.Imakethe ye-organic silicon iyaqhubeka nokuphola, imakethe yokugcina ayikalulami, abakhiqizi abangaphansi komfula badinga nje ukuthenga, amabhizinisi amaningi amise ukukhiqizwa ukuze anakekele noma asebenze kabi, imboni iyonke iphansi okwamanje, ngaphansi kokusekelwa kwezindleko zokukhiqiza, intengo ayinayo indawo yokuwa, ngesikhathi esifanayo, ethintekile emakethe yokugcina, intengo nayo ayanele, kulindeleke ukuthi ukuqala kwe-silicon ephilayo kanye nentengo kuzinzile, kunzima ukuba nokuguquguquka okukhulu.
I-Cinda Securities isahlulelo, njengoba umkhuba we-photovoltaic ukwehla kwentengo yembonini ye-photovoltaic ucacile, isidingo se-photovoltaic efakwe ngonyaka ozayo kulindeleke ukuthi sithuthukiswe, ukukhathazeka kwesidingo sesikhathi esifushane kupuleti kunomthelela olinganiselwe.Ingxenye yephrojekthi yasekhaya ekhishiwe ye-Q4 noma izoqedwa onyakeni ozayo we-Q1, 2023Q1 izimakethe zase-Europe nezaseMelika noma izobonisa ukutholwa ngokushesha kwesidingo ngemva kukaKhisimusi, imakethe ye-PV yomhlaba ka-2023Q1 noma izobonisa isizini ebuthakathaka.
Kuwo wonke unyaka ka-2023, ngokwehliswa kwezindleko zochungechunge lwezimboni, ukuthuthuka kobuchwepheshe obusha kanye nevolumu yokukhiqiza emaphakathi, isidingo seCentral Europe kulindeleke ukuthi siqhubeke sikhula ngokushesha, kanti isidingo se-United States kulindeleke ukuthi thatha, futhi isidingo somhlaba wonke se-PV kulindeleke ukuthi sikhule cishe ngama-40%.Njengamanje, ukulinganisa kwezingxenye ezihlanganisiwe, ama-inverters, izinto eziwusizo eziyinhloko kanye nezinye izixhumanisi kunokuheha okunamandla, futhi kunethemba lokukhula okuphezulu kwesidingo se-photovoltaic ekhaya nakwamanye amazwe ngonyaka ozayo.
Isikhathi sokuthumela: Dec-28-2022