Munguva pfupi yapfuura, data rebazi resilicon reChina Non-ferrous Metal Industry Association rinoratidza kuti vhiki rino mutengo we silicon waive kudzikira kwe circuit breaker, kusanganisira M6, M10, G12 monocrystal silicon wafers mutengo wakaderera zvichiteerana kusvika kuRMB 5.08/chidimbu, RMB 5.41/chidimbu, RMB 7.25/chidimbu, kudzikira kwevhiki nevhiki kwe15.2%, 20%, 18.4%.
Mutengo we organic silicon DMC |Zvikamu: yuan/tani
Mutengo wesilicon yePolycrystalline | Chikamu: yuan/tani
Bazi reSilicon Industry rakataura kuti maererano nekuwanikwa kwezvinhu, makambani ekutanga nemakambani ehunyanzvi aderedza zvakare mwero wekushanda; maererano nekudiwa, magumo ese ekuderedza mitengo yekambani ari kunonoka.
Sekureva kwenetwork yezvinhu, vhiki rino, mwero wekushanda kwemakambani maviri epamusoro-soro esilicon film waderedzwa kusvika pa80% ne85%, mwero wekushanda kwemakambani akabatanidzwa uri pakati pe70%-80%, uye mwero wekushanda kwemamwe makambani waderera kusvika pa60%-70% pakati. Zvinozivikanwa kuti vhiki rapfuura, Silicon Industry Branch haina kugadzirisa mutengo wesilicon wafer. Sangano iri rakataura kuti kudzikira kwevhiki rino kwaisanganisira kudzikiswa kwemitengo kwemavhiki maviri apfuura, uye chikonzero chikuru ndechekuti mutengo wesilicon material waderedzwa. Tichitarisa kubva padata re data riri pamusoro kubva kuPV Consulting nedzimwe nzvimbo, avhareji yemutengo weM10 neG12 silicon wafers vhiki rapfuura yaive 6.15 yuan/chidimbu, 8.1 yuan/chidimbu, zvichiteerana.
Zvichienderana nezvinhu, kunetseka kwenguva pfupi kuripo pamusika wemazuva ano kwekuda kwemagetsi ezuva nezuva kunobva pakuti: chando chekuchamhembe chasvika uye mamiriro edenda renyika akakanganisa maitiro ekuvaka mapurojekiti emagetsi ezuva nezuva.
Zvisinei, mumazuva maviri apfuura, zvinhu zvesilicon zvakatengwa zvishoma nezvishoma, uye mutengo wesilicon wakaramba wakadzikama.
Silicon yeMaindasitiri: Nezuro, mitengo yesilicon yeindasitiri yakagadzikana. Sekureva kwedata reSMM, kubva muna Zvita 20, East China Nhamba yeOxygen 553#Silicon yaive 18400-18600 yuan/ton, yakaderera ne50 yuan; oxygen 553#silicon yaive 18800-19100 yuan/ton; 421#silicon pa19900-20000 yuan/ton, kudzikira kwe200 yuan; 521#silicon yaive 19600-19800 yuan/ton; 3303#silicon yaive 19900-20100 yuan/ton. Parizvino, kuwanikwa kwemagetsi kwakaramba kuchiderera, uye mutengo wemagetsi weSichuan Sichuan muYunnan wakwira, uye kugadzirwa kwadzikira. Mamiriro ekudzivirira traffic aderera, uye kubuda kweXinjiang kunotarisirwa kuwedzera. Rutivi rwevatengi rwuri kuramba ruchiwedzera pasi pe polysilicon. Nekudzikira kwehuwandu hwezvinhu zviripo uye kuwedzera kwekushandiswa kwezvinhu, huwandu hwezvinhu hwaderera, uye kuunganidzwa kweraibhurari yekuunganidza kwaderera. Zvisinei, zvinhu zvese zviri mudura zvichiri pamusoro. Mutengo wechangobva kutengeswa waderera. Kuwedzera kwemitengo yekugadzira panguva yemvura yakaoma, uye mutengo unofungidzirwa zvichamira kuderera zvishoma nezvishoma uye kugadzikana.
Polysilicon: kugadzikana kwemutengo wepolysilicon, zvichienderana nehuwandu hweSMM, polysilicon re-feeding quotation 270-280 yuan/kg; Polysilicon compact material 250-265 yuan/kg; Polysilicon cauliflower material quotation 230-250 yuan/kg, granular silicon 250-270 yuan/kg. Kugadzirwa kwepolysilicon kuri kuramba kuchiwedzera, uye kusaina maodha hakuna kusimba panguva yekuderera kwemutengo. Panyaya yekuunganidzwa kwesilicon wafers nedzimwe links, zvinotarisirwa kuti mutengo wepolysilicon ucharamba uchidzikira, asi kudiwa kweindustrial silicon kucharamba kuripo nekuda kwekuwedzera kwekugadzirwa.
Organosilicon: Mutengo we organosilicon wakachinja zvishoma. Zvichienderana nehuwandu hweZhuochuang Information, musi wa20 Zvita, vamwe vagadziri muShandong vakapa DMC 16700 yuan/tani, yakaderera 100 yuan; Vamwe vagadziri vanoti 17000-17500 yuan/tani. Musika we organic silicon uchiri kutonhora, musika we terminal hauna kupora, vagadziri ve downstream vanongoda kutenga, mabhizinesi mazhinji akamisa kugadzirwa kwekugadzirisa kana kushanda zvisina kunaka, indasitiri yese yakaderera pari zvino, pasi pekutsigira kwemitengo yekugadzira, mutengo hauna nzvimbo yekuderera, panguva imwe chete, uchikanganiswa ne terminal market, mutengo hauna kukwanawo, zvinotarisirwa kuti kutanga kwe organic silicon nemutengo zvakagadzikana, zvakaoma kuva nekuchinja kukuru.
Mutongo waCinda Securities, sezvo mitengo yemagetsi emagetsi e photovoltaic iri kudzikira zviri pachena, kudiwa kwemagetsi e photovoltaic akaiswa gore rinouya kunotarisirwa kuwedzerwa, kunetseka kwekuda kwenguva pfupi kuri muchikamu chepurojekiti yeQ4 isina kubviswa kana kuti ichapedzwa mugore rinouya Q1, 2023Q1 misika yeEurope neAmerica kana icharatidza kukurumidza kudzoreredzwa kwekuda mushure meKisimusi, 2023Q1 musika wepasi rose wePV kana kuti icharatidza mwaka usina simba.
Mugore rose ra2023, nekudzikiswa kwemitengo yeketani yemaindasitiri, kubudirira kwetekinoroji itsva uye huwandu hwekugadzira hwakarongwa, kudiwa kweCentral Europe kunotarisirwa kuramba kuchikura nekukurumidza, uye kudiwa kweUnited States kunotarisirwa kuwedzera, uye kudiwa kwePV pasi rose kunotarisirwa kukura neinenge 40%. Parizvino, kukosha kwezvikamu zvakabatanidzwa, ma inverters, zvinhu zvinobatsira zvepakati nezvimwe zvinongedzo kune kukwezva kwakasimba, uye kune tariro yekukura kwakanyanya kwekudiwa kwe photovoltaic munyika nekune dzimwe nyika gore rinouya.
Nguva yekutumira: Zvita-28-2022