Lub Tsib Hlis 29, cov kab ke silicon kev lag luam ntawm Tuam Tshoj tsis muaj hlau ua lag luam nthuav tawm cov nqi hloov tshiab rau cov nqi hloov pauv ntawm cov polysilicon.
Hauv lub lim tiam dhau los:
N-hom khoom:Tus nqi sib pauv ntawm 40,000-43,000 RMB / nyhav ib toos, nrog qhov nruab nrab ntawm 41,800 rmb / tuj, qis dua 2.79% lub lim tiam-rau-lub lim tiam.
N-hom granular silicon:Nqe kev sib pauv ntawm 37,000-39,000 RMB / nyhav ib tuj, nrog rau qhov nruab nrab ntawm 37,500 rmb / tuj, tsis hloov pauv ib lub lim tiam.
Monocrystalline rov pub mis:Tus nqi sib pauv ntawm 36,000-41,000 rmb / tuj, nrog qhov nruab nrab ntawm 38,600 rmb / tuj, tsis hloov pauv ib lub lim tiam.
Monocrystalline ntom cov khoom siv:Cov nqe rho nyiaj ntawm 34,000-39,000 rmb / tuj, nrog qhov nruab nrab ntawm 37,300 rmb / tuj, tsis hloov pauv ib lub lim tiam.
Monocrystalline khoom siv:Tus nqi rho nyiaj ntawm 31,000-36,000 rmb / tuj, nrog qhov nruab nrab ntawm 33,700 rmb / tuj, tsis hloov pauv ib lub lim tiam.
Piv rau tus nqi ntawm Tsib Hlis 22, lub lim tiam no cov khoom lag luam silicon cov nqi muaj me ntsis tsis kam. Tus nqi nruab nrab ntawm n-hom Qws Silicon poob mus rau 41,800 rmb / tuj, ib lim tiam ntawm lub lis piam poob qis dua 2.79%. Cov nqi rau n-hom granular silicon thiab p-hom khoom tseem yuav ruaj khov.
Raws li Sohu photovoltaic network, cov khoom lag luam silicon cov khoom lag luam txuas ntxiv mus ua sluggish lub lim tiam no, feem ntau muaj kev txiav txim me me. Cov lus tawm tswv yim los ntawm cov tuam txhab uas cuam tshuam yog qhia tias muaj cov nqi lag luam tam sim no, feem ntau cov tuam txhab uas ua haujlwm tshaj plaws ntawm kev tuav cov khoom tom qab thiab tswj cov nqi ruaj khov. Thaum xaus lub Tsib Hlis, tsawg kawg yog cuaj lub tuam txhab, suav nrog plaub tus thawj coj ua lag luam, tau pib txij nkawm shutdowns. Txoj kev nce qib ntawm Silicon Cov lus nug tau qeeb heev, nrog kev kwv yees yuav ntau lawm txog 180,000 tons thiab cov khoom ua lag luam stable nyob ruaj khov ntawm 280,000-300,000 tons. Pib lub Rau Hli, txhua lub Tuam Txhab Silicon Cov Khoom lag luam npaj rau lossis tau pib txij nkawm, uas xav tias yuav tau txhim kho kev ua lag luam thiab qhov xwm txheej nyob ze.
Ntawm 2024 Tuam Tshoj Polysilicon Kev Tsim Kho Kev Lag Luam, ib tug tswv cuab ntawm Pawg Neeg Saib Xyuas Kev Lag Luam, Tus Lwm Thawj Coj ntawm Polysilicon muab tau ntau dua tshaj qhov xav tau. Vim tias tus nqi poob qis dua cov nyiaj ntsuab ntawm txhua yam kev lag luam, qee cov tuam txhab tau ncua lawv cov peev txheej ntau dua nyob rau hauv ib nrab xyoo ntawm lub xyoo. Tag nrho cov polysilic polysilicon ntau lawm rau lub xyoo yuav tsum tau 2 lab tons. Hauv 2024, kev lag luam yuav tsum tsom rau kev txo tus nqi them rau cov polysilicon, thiab kev tawm tsam ntawm oversupply, thiab lub kev nrawm ntawm kev lag luam layout kev hloov kho.
Wafer kev lag luam:Cov nqi tseem ruaj khov rau lub lim tiam no. Raws li cov ntaub ntawv sab laj ntawm SoHU hauv lub Tsib Hlis yog li 60gw, nrog ib qho kev nqis tes ua haujlwm hauv lub hli ntuj thiab ib qho khoom lag luam pom ntawm cov khoom lag luam tsawg dua. Raws li tam sim no cov khoom siv silicon them cov nqi sib zog, wafer nqi kuj tseem yuav tau kom maj mam mus.
Kev Ntu:Cov nqi txuas ntxiv txo qis lub lim tiam no, muaj cov roj teeb n-hom pom muaj qhov poob qis tshaj plaws ntawm 5.4%. Tsis ntev los no, cov chaw tsim hluav taws xob tau pib maj mam txo cov phiaj xwm ntau lawm, nrog qee cov tuam txhab nkag mus rau cov khoom ua ntawv khaws cia theem thaum kawg ntawm lub hlis. P-hom roj teeb muaj peev xwm tau txais cov roj teeb me ntsis, thaum N-hom roj teeb tau muag ntawm ib qho ploj. Nws ntseeg tau tias muaj kev lag luam hauv qab tam sim no kev lag luam tau thov kev lag luam, kev pheej hmoo ntawm cov khoom lag luam roj teeb ntxiv tau ntxiv. Kev khiav hauj lwm cov nqi yuav tsum tau txuas ntxiv kom txo qis rau lub Rau Hli, thiab ntxiv tus nqi qis dua yog ua tau.
Module Seem:Tus nqi pom kev txo qis me ntsis lub lim tiam no. Hauv kev ua haujlwm tsis ntev los no los ntawm Beijing Zog Pawg, tus nqi qis tshaj plaws yog 0.76 RMB / W, kos duab thoob plaws kev lag luam. Txawm li cas los xij, raws li kev nkag siab tob los ntawm Sohu Rhothovoltaic, mainstream network, mainstream network Piv txwv li, hauv kev siv khoom tsis ntev los no ntawm 100mw photoovoltaic modules los ntawm shaanxi thee thiab tshuaj lom neeg tau tshaj li 0.82 txog 0.86 RMB / W, nrog ib qho nruab nrab ntawm 0.8374 RMB / W. Zuag qhia tag nrho, cov kev lag luam chares tam sim no yog nyob ntawm cov lows nyob hauv nroog, nrog cov qauv meej hauv qab. Raws li Downstream installation thov rov qab, tus nqi nqes qis rau cov qauv rau cov qauv yog txwv.
Lub Sijhawm Post: Jun-03-2024