Munguva pfupi yapfuura, China Non-ferrous Metal Industry Association silicon bazi data inoratidza kuti svondo rino mutengo wesilicon wafers waive wedunhu breaker kuderera, kusanganisira M6, M10, G12 monocrystal silicon wafers transaction avhareji mutengo zvakateerana wakawira kuRMB 5.08 / chidimbu, RMB 5.41/ chidimbu, RMB 7.25 / chidimbu, kuderera kwevhiki nevhiki kwe15.2%, 20%, 18.4%.
Organic silicon DMC mutengo | Zvikwata: yuan/ton
Polycrystalline silicon mutengo |Chikamu: yuan/ton
Iyo Silicon Industry Branch yakaratidza kuti maererano nekupa, makambani ekutanga-tier uye makambani ehunyanzvi akadzora zvakare chiyero chekushanda;maererano nezvinodiwa, iyo yakazara indasitiri cheni yekudzikisa mutengo inononoka.
Zvinoenderana netiweki yezvinhu, svondo rino, chiyero chekushanda kwemakambani maviri epamberi esilicon mafirimu akaderedzwa kusvika pa80% uye 85%, chiyero chekushanda kwemabhizinesi akabatanidzwa chinoramba chiri pakati pe70% -80%, uye chiyero chekushanda mamwe makambani anodonha kusvika 60% -70% pakati.Zvinocherechedzwa kuti svondo rapfuura, iyo Silicon Indasitiri Bazi haina kugadzirisa iyo silicon wafer quotation.Sangano racho rakaratidza kuti kuderera kwevhiki ino kwaisanganisira kuderedzwa kwemutengo kwemavhiki maviri apfuura, uye chikonzero chechikonzero chaiva chokuti mutengo wesilicon zvinhu wakaderedzwa.Tichitarisa kubva kune data repamusoro data kubva kuPV Consulting nemamwe masangano, mutengo wepakati weM10 uye G12 silicon wafers svondo rapfuura waiva 6.15 yuan / chidimbu, 8.1 yuan / chidimbu, zvichiteerana.
Maererano nezvinhu, kushushikana kwenguva pfupi kwemusika wezvino we photovoltaic kudiwa kunonyanya kubva: kuchamhembe kwechando kwasvika uye dambudziko renyika rakakanganisa nzira yekuvaka ye photovoltaic projects.Mental.
Nekudaro, mumazuva maviri apfuura, iyo yakadzika yesilicon zvinhu ichangobva kutengwa, uye mutengo wesilicon mutengo wakaramba wakagadzikana.
Industrial Silicon: Nezuro, maindasitiri esilicon mitengo yakagadzikana.Maererano neSMM data, kubva muna Zvita 20, East China Nhamba yeOkisijeni 553#Silicon yaive 18400-18600 yuan/ton, pasi 50 yuan;okisijeni 553#silicon yaiva 18800-19100 yuan/ton;421#silicon pa19900-20000 yuan/ton, donhwe re200 yuan;521#silicon yaiva 19600-19800 yuan/ton;3303#silicon yaive 19900-20100 yuan/ton.Parizvino, kupihwa kwekupa kwakaramba kuchidzikira, uye mutengo wemagetsi weSichuan Sichuan muYunnan wakasimudzwa, uye kugadzirwa kwakadzikira.Mamiriro ekutadzisa traffic adzikira, uye kubuda kweXinjiang kunotarisirwa kuwedzera.Rutivi rwevatengi runoenderera mberi nekuwedzera pasi pekutyaira kwepolysilicon.Nekuderera kwekupa uye kuwedzera kushandiswa, iyo yakasara yadzikira, uye kuunganidzwa kweraibhurari yekuwedzera kunorerutswa.Nekudaro, iyo yakazara inventory ichiri yakakwirira.Mutengo wazvino uno wakaderedzwa.Kuwedzera kwemitengo yekugadzira panguva yemvura yakaoma, uye mutengo unofungidzirwa uchamira zvishoma nezvishoma kudonha uye kugadzikana.
Polysilicon: kugadzikana kwemutengo wepolysilicon, maererano neSMM statistics, polysilicon re-feeding quotation 270-280 yuan / kg;Polysilicon compact zvinhu 250-265 yuan/kg;Polysilicon cauliflower zvinhu quotation 230-250 yuan/kg, granular nesilicon 250-270 yuan/kg.Kugadzirwa kwepolysilicon kunoramba kuchiwedzera, uye kusaina kwemirairo hakuna simba panguva yekuderera kwemutengo.Panyaya yekuunganidzwa kwesilicon wafers nezvimwe zvinongedzo, zvinotarisirwa kuti mutengo wepolysilicon ucharamba uchidonha, asi kudiwa kwemaindasitiri silicon kuchachengeta yakakura yekukura nekuda kwekuwedzera kwekugadzirwa.
Organosilicone: Mutengo we organosilicon wakachinja zvishoma.Maererano nehuwandu hweZhuochuang Information, musi wa20 Zvita, vamwe vanogadzira muShandong vakapa DMC 16700 yuan/ton, pasi pe100 yuan;Vamwe vagadziri vanotora 17000-17500 yuan/ton.Musika we organic silicon unoramba uchitonhora, musika wekupedzisira hauna kupora, vagadziri vepasi vanongoda kutenga, mabhizinesi mazhinji akamisa kugadzirwa kwekugadzirisa kana kushanda kwakashata, indasitiri yese yakaderera parizvino, pasi pekutsigirwa kwemitengo yekugadzira, mutengo hauna nzvimbo yekudonha, panguva imwe chete, yakakanganiswa nemusika wekupedzisira, mutengo haunawo kukwana, zvinotarisirwa kuti kutanga kwe-organic silicon uye mutengo wakagadzikana, zvakaoma kuva nekushanduka kukuru.
Cinda Securities kutonga, sezvo photovoltaic indasitiri cheni mutengo kuderera kuderera zvakanyanya kujeka, kudiwa kwe photovoltaic yakaiswa gore rinouya inotarisirwa kukwidziridzwa, yenguva pfupi yekuda kunetseka pandiro inowedzera kuderera.Chikamu chemumba chisina kuvhurwa Q4 chirongwa kana chichapedzwa mugore rinouya Q1, 2023Q1 misika yeEurope neAmerica kana icharatidza kukurumidza kudzoreredza kudiwa mushure meKisimusi, 2023Q1 yepasi rose PV musika kana kuratidza mwaka usina kusimba.
Mugore rose ra2023, nekudzikiswa kwemitengo yeketani yemaindasitiri, budiriro yetekinoroji nyowani uye huwandu hwepakati hwekugadzira, kudiwa kweCentral Europe kunotarisirwa kuramba kuchikura nekukurumidza, uye kudiwa kweUnited States kunotarisirwa simudza, uye kudiwa kwepasi rose kwePV kunotarisirwa kukura ne40%.Parizvino, kuyerwa kwezvikamu zvakabatanidzwa, inverters, core axiliary materials uye zvimwe zvinongedzo zvine kukwezva kwakasimba, uye ine tarisiro pamusoro pekukura kukuru kwekudiwa kwe photovoltaic kumba nekune dzimwe nyika gore rinouya.
Nguva yekutumira: Zvita-28-2022