Thaum Lub Tsib Hlis 29, Silicon Kev Lag Luam ceg ntawm Tuam Tshoj Nonferrous Metals Industry Association tau tshaj tawm cov nqi hloov pauv tshiab rau hnub ci-qib polysilicon.
Lub lim tiam dhau los:
N-hom khoom:Tus nqi pauv ntawm 40,000-43,000 RMB / ton, nrog qhov nruab nrab ntawm 41,800 RMB / ton, nqis 2.79% lub lis piam-rau-lub lim tiam.
N-hom granular silicon:Tus nqi pauv ntawm 37,000-39,000 RMB / tuj, nrog qhov nruab nrab ntawm 37,500 RMB / ton, tsis hloov pauv lub lim tiam-rau-lub lim tiam.
Monocrystalline re-feeding khoom:Tus nqi pauv ntawm 36,000-41,000 RMB / tuj, nrog qhov nruab nrab ntawm 38,600 RMB / ton, tsis hloov pauv lub lim tiam.
Monocrystalline ntom khoom:Tus nqi pauv ntawm 34,000-39,000 RMB / ton, nrog qhov nruab nrab ntawm 37,300 RMB / ton, tsis hloov pauv lub lim tiam-rau-lub lim tiam.
Monocrystalline cauliflower khoom:Tus nqi pauv ntawm 31,000-36,000 RMB / ton, nrog qhov nruab nrab ntawm 33,700 RMB / ton, tsis hloov pauv lub lim tiam-rau-lub lim tiam.
Piv nrog rau cov nqi ntawm lub Tsib Hlis 22, lub lim tiam no cov khoom siv silicon tus nqi tau qis me ntsis. Tus nqi nruab nrab ntawm N-hom qws silicon poob rau 41,800 RMB / ton, ib lub lis piam-rau-lub lim tiam txo ntawm 2.79%. Cov nqi rau N-hom granular silicon thiab P-hom khoom tseem nyob ruaj khov.
Raws li Sohu Photovoltaic Network, silicon cov khoom lag luam kev txiav txim ntim txuas ntxiv mus rau lub lim tiam no, feem ntau suav nrog kev txiav txim me me. Kev tawm tswv yim los ntawm cov tuam txhab cuam tshuam qhia tau hais tias hauv kev teb rau cov nqi lag luam tam sim no, feem ntau cov tuam txhab khoom siv silicon tau siv lub tswv yim los tuav cov khoom rov qab thiab tswj xyuas cov nqi ruaj khov. Txog rau thaum xaus ntawm lub Tsib Hlis, tsawg kawg yog cuaj lub tuam txhab, suav nrog plaub lub tuam txhab ua lag luam, tau pib ua haujlwm kaw. Kev loj hlob tus nqi ntawm cov khoom siv silicon cov khoom lag luam tau qeeb qeeb, nrog rau kev kwv yees lub Tsib Hlis ntau txog 180,000 tons thiab cov khoom lag luam qib ruaj khov ntawm 280,000-300,000 tons. Pib txij lub Rau Hli, txhua lub tuam txhab cov khoom siv silicon npaj rau lossis twb tau pib txij nkawm, uas xav tias yuav txhim kho cov khoom lag luam thiab cov kev xav tau nyob rau yav tom ntej.
Ntawm lub rooj sib tham tsis ntev los no 2024 Tuam Tshoj Polysilicon Kev Lag Luam Kev Lag Luam, Duan Debing, tus tswv cuab ntawm Pawg Neeg Sawv Cev Pawg Neeg Sawv Cev, Tus Lwm Thawj Coj, thiab Secretary-General ntawm Tuam Tshoj Nonferrous Hlau Kev Lag Luam Association, tau hais tias tam sim no nce hauv cov khoom siv polysilicon ntau dua. tshaj qhov xav tau. Vim tias cov nqi poob qis dua cov nqi nyiaj ntsuab ntawm txhua lub lag luam, qee lub tuam txhab tau ncua lawv cov sijhawm tsim khoom, nrog rau feem ntau cov peev txheej nce ntxiv hauv ib nrab xyoo. Tag nrho cov khoom siv hauv tsev polysilicon rau lub xyoo yuav tsum yog 2 lab tons. Hauv xyoo 2024, kev ua lag luam yuav tsum tsom mus rau kev txo tus nqi tas mus li thiab kev txhim kho zoo ntawm polysilicon, kev hloov pauv ntawm wafer muaj peev xwm, kev cia siab ntawm oversupply, thiab acceleration ntawm kev lag luam layout kho.
Wafer kev lag luam:Cov nqi tseem nyob ruaj khov rau lub lim tiam no. Raws li Sohu Consulting cov ntaub ntawv, wafer ntau lawm nyob rau hauv lub Tsib Hlis yog hais txog 60GW, nrog ib tug projected poob nyob rau hauv Lub rau hli ntuj ntau lawm thiab ib tug pom zoo sib xws ntawm cov khoom muag poob. Raws li tam sim no cov khoom siv silicon tus nqi ruaj khov, wafer tus nqi kuj tseem yuav tsum maj mam txo qis.
Roj teeb ntu:Cov nqi txuas ntxiv poob rau lub lim tiam no, nrog N-hom roj teeb pom qhov poob siab tshaj plaws ntawm 5.4%. Tsis ntev los no, cov tuam txhab roj teeb tau pib maj mam txo cov phiaj xwm ntau lawm, nrog rau qee lub tuam txhab nkag mus rau theem kev tshem tawm cov khoom muag thaum kawg ntawm lub hli. P-hom roj teeb profitability tau rov qab me ntsis, thaum N-hom roj teeb raug muag ntawm qhov poob. Nws ntseeg tau tias nrog kev lag luam qis qis tam sim no hloov pauv, kev pheej hmoo ntawm cov khoom lag luam roj teeb tau nce ntxiv. Kev khiav hauj lwm cov nqi yuav tsum tau txo qis rau lub Rau Hli, thiab cov nqi qis dua tuaj yeem ua tau.
Module ntu:Cov nqi pom me ntsis txo lub lim tiam no. Nyob rau hauv ib lub moj khaum tsis ntev los no los ntawm Beijing Energy Group, tus nqi twv qis tshaj yog 0.76 RMB / W, ua rau muaj kev lag luam thoob plaws ntiaj teb. Txawm li cas los xij, raws li kev nkag siab tob los ntawm Sohu Photovoltaic Network, cov tuam txhab photovoltaic tseem ceeb tam sim no cia siab tias yuav ua kom cov nqi lag luam ruaj khov thiab zam kev sib tw irrational. Piv txwv li, nyob rau hauv qhov kev yuav khoom tsis ntev los no ntawm 100MW photovoltaic modules los ntawm Shaanxi Coal thiab Chemical Industry Power Company nyob rau hauv Xia County, bids ranged ntawm 0.82 mus rau 0.86 RMB / W, nrog rau qhov nruab nrab ntawm 0.8374 RMB / W. Zuag qhia tag nrho, tam sim no kev lag luam saw nqi yog nyob rau hauv keeb kwm lows, nrog ib tug ntshiab bottoming sib. Raws li downstream installation xav tau rov qab, downward nqi chaw rau modules yog txwv.
Post lub sij hawm: Jun-03-2024