Lub lim tiam no tus nqi module tseem tsis hloov pauv. P-type monocrystalline 182 bifacial modules raug nqi ntawm 0.76 RMB / W, P-hom monocrystalline 210 bifacial ntawm 0.77 RMB / W, TOPCon 182 bifacial ntawm 0.80 RMB / W, thiab TOPCon 210.81 RMB / W .
Muaj peev xwm hloov tshiab
Lub National Energy Administration tsis ntev los no tau hais txog qhov yuav tsum tau ua kom muaj kev sib haum xeeb rau kev tsim kho thiab tso tawm cov peev txheej ntawm cov hluav taws xob photovoltaic kom tsis txhob rov ua dua ntawm cov peev txheej qis. Tsis tas li ntawd, Ministry of Industry thiab Information Technology cov kev cai tshiab ntawm kev hloov lub peev xwm tau ua kom muaj kev tswj xyuas ntau dua li iav muaj peev xwm. Nrog txuas ntxiv ntxiv dag zog rau cov kev cai ntawm cov khoom siv sab nraud, ntau lub peev xwm dhau los yuav tsum raug kaw, ua kom cov txheej txheem tshem tawm kev ua lag luam.
Kev tsim kho kev sib tw
Thaum Lub Rau Hli 20, Shandong Hluav Taws Xob Hluav Taws Xob Engineering Consulting Institute Co., Ltd., ib lub koom haum ntawm Lub Xeev Lub Tuam Txhab Kev Lag Luam Kev Lag Luam, tau qhib kev sib tw rau xyoo 2024 photovoltaic module moj khaum kev yuav khoom, nrog rau tag nrho cov nplai ntawm 1GW thiab qhov nruab nrab N-hom nqi ntawm 0.81 RMB / W.
Nqe Trends
Tam sim no, tsis muaj cov cim qhia txog kev xav tau kev txhim kho. Nrog rau kev nce hauv cov khoom muag, kev ua lag luam yuav tsum tau ua haujlwm tsis muaj zog, thiab cov nqi module tseem muaj peev xwm poob qis.
Silicon / Ingots / Wafers / Cells Market
Silicon nqi
Lub lim tiam no, cov nqi silicon tau poob qis. Tus nqi nruab nrab ntawm monocrystalline rov pub mis yog 37,300 RMB / tuj, monocrystalline ntom khoom yog 35,700 RMB / ton, monocrystalline zaub paj yog 32,000 RMB / ton, N-hom khoom yog 39,500 RMB / ton, thiab N-type granular, 32,000 RMB / ton. RMB/ton.
Supply thiab Demand
Cov ntaub ntawv los ntawm Silicon Industry Association qhia tau hais tias nrog kev tso tawm ntawm lub peev xwm tshiab, cov phiaj xwm tsim khoom rau lub Rau Hli tseem nyob ib puag ncig 150,000 tons. Nrog kev kaw tsis tu ncua rau kev saib xyuas, tus nqi siab ntawm cov lag luam tau yooj yim me ntsis. Txawm li cas los xij, kev ua lag luam tseem muaj ntau dua, thiab cov nqi silicon tseem tsis tau txo qis.
Wafer Nqe
Lub lim tiam no, tus nqi wafer tseem tsis hloov pauv. Tus nqi nruab nrab ntawm P-hom monocrystalline 182 wafers yog 1.13 RMB / thooj; P-hom monocrystalline 210 wafers yog 1.72 RMB / thooj; N-hom 182 wafers yog 1.05 RMB / thooj, N-hom 210 wafers yog 1.62 RMB / thooj, thiab N-hom 210R wafers yog 1.42 RMB / thooj.
Supply thiab Demand
Cov ntaub ntawv los ntawm Silicon Industry Association qhia tau hais tias wafer ntau lawm kwv yees rau lub Rau Hli tau hloov kho mus rau 53GW, nrog rau cov tuam txhab tshwj xeeb ze rau tag nrho cov khoom. Cov nqi wafer yuav tsum ruaj khov raws li lawv tau pib hauv qab.
Cell Nqe
Lub lim tiam no, tus nqi ntawm tes tau poob qis. Tus nqi nruab nrab ntawm P-hom monocrystalline 182 hlwb yog 0.31 RMB / W, P-hom monocrystalline 210 hlwb yog 0.32 RMB / W, N-hom TOPCon monocrystalline 182 hlwb yog 0.30 RMB / W, N-hom TOPCon monocrystalline 2132 hlwb yog 0. RMB/W, thiab N-hom TOPCon monocrystalline 210R hlwb yog 0.32 RMB / W.
Muab Outlook
Cell ntau lawm rau lub Rau Hli yuav tsum yog 53GW. Vim qhov kev xav tau qeeb qeeb, cov lag luam txuas ntxiv txo kev tsim khoom, thiab cov hlwb tseem nyob rau theem ntawm cov khoom xa tuaj. Hauv lub sijhawm luv luv, cov nqi yuav tsum nyob ruaj khov.
Post lub sij hawm: Jun-27-2024