Tus nqi ntawm polysilicon tau poob qis dua 200 yuan / kg, thiab nws tsis muaj qhov tsis ntseeg tias nws tau nkag mus rau hauv qhov qis qis.
Nyob rau hauv lub Peb Hlis, cov kev txiav txim ntawm module manufacturers tau puv, thiab lub peev xwm ntawm modules yuav tseem nce me ntsis nyob rau hauv lub Plaub Hlis, thiab lub installation muaj peev xwm yuav pib kom ceev nyob rau hauv lub xyoo.
Raws li kev lag luam saw muaj kev txhawj xeeb, qhov tsis txaus ntawm high-purity quartz xuab zeb txuas ntxiv mus, thiab tus nqi tseem nce ntxiv, thiab sab saum toj yog unpredictable. Tom qab txo tus nqi ntawm cov ntaub ntawv silicon, cov thawj coj silicon wafer thiab crucible tuam txhab uas muag tseem yog cov neeg tau txais txiaj ntsig loj tshaj plaws ntawm kev lag luam photovoltaic saw xyoo no.
Tus nqi ntawm cov ntaub ntawv silicon thiab silicon wafers txuas ntxiv mus rau qhov sib npaug ntawm kev sib tw ntawm kev sib tw ntawm sab.
Raws li qhov tseeb hais ntawm polysilicon los ntawm Shanghai Nonferrous Network rau lub Plaub Hlis 6, tus nqi nruab nrab ntawm polysilicon rov pub mis yog 206.5 yuan / kg; tus nqi nruab nrab ntawm polysilicon ntom khoom yog 202.5 yuan / kg. Qhov puag ncig ntawm cov khoom siv polysilicon tus nqi poob qis pib thaum Lub Ob Hlis thaum ntxov, thiab tau txuas ntxiv poob txij thaum ntawd los. Niaj hnub no, tus nqi ntawm polysilicon ntom cov ntaub ntawv tau poob qis dua 200 yuan / tuj cim thawj zaug.
Saib ntawm qhov xwm txheej ntawm silicon wafers, tus nqi ntawm silicon wafers tsis tau hloov ntau tsis ntev los no, uas txawv ntawm tus nqi ntawm cov khoom siv silicon.
Niaj hnub no lub Silicon Industry Ceg tshaj tawm qhov tseeb silicon wafer tus nqi, uas tus nqi nruab nrab ntawm 182mm / 150μm yog 6.4 yuan / thooj, thiab tus nqi nruab nrab ntawm 210mm / 150μm yog 8.2 yuan / thooj, uas yog tib yam li lub lim tiam dhau los hais. Yog vim li cas tau piav qhia los ntawm Silicon Industry Branch yog tias cov khoom siv ntawm silicon wafers nruj, thiab raws li qhov xav tau, qhov kev loj hlob ntawm N-hom roj teeb tau qeeb vim muaj teeb meem hauv cov kab ntau lawm debugging.
Yog li ntawd, raws li qhov tseeb hais txog kev nce qib, cov khoom siv silicon tau nkag mus rau hauv cov nqes qis. Cov ntaub ntawv teeb tsa muaj peev xwm txij lub Ib Hlis mus txog Lub Ob Hlis xyoo no tau zoo tshaj qhov kev cia siab, nrog rau xyoo ib xyoo nce ntawm 87.6%. Nyob rau hauv ib txwm off-season ntawm thawj peb lub hlis twg, nws tsis yog qeeb. Tsis tsuas yog nws tsis qeeb, nws tseem ntaus cov ntaub ntawv siab. Nws tuaj yeem hais tias nws tau pib zoo. Tam sim no nws tau nkag mus rau lub Plaub Hlis, raws li tus nqi ntawm cov khoom siv silicon tseem poob qis, cov khoom xa tuaj thiab cov khoom siv davhlau ya nyob twg Nws kuj pom tseeb tias pib nrawm.
Ntawm cov khoom siv sab hauv, kev sib tw hauv tsev hauv lub Peb Hlis yog kwv yees li 31.6GW, nce ntawm 2.5GW lub hli-rau-hli. Qhov kev sib tw sib tw hauv thawj peb lub hlis yog 63.2GW, nce ntxiv ntawm kwv yees li 30GW xyoo-rau-xyoo. %, nws tau nkag siab tias cov peev txheej tsim tau yooj yim ntawm cov tuam txhab ua lag luam tau siv tag nrho txij li lub Peb Hlis, thiab cov sijhawm tsim khoom ntawm plaub lub tuam txhab ua lag luam, LONGi, JA Hnub Ci, Trina, thiab Jinko, yuav nce me ntsis.
Yog li ntawd, Jianzhi Kev Tshawb Fawb ntseeg tias qhov tseem ceeb txog tam sim no, qhov kev lag luam sib txawv yog nyob rau hauv txoj kab nrog kev kwv yees, thiab lub sijhawm no tus nqi ntawm cov ntaub ntawv silicon tau poob qis dua 200 yuan / kg, uas tseem txhais tau tias nws qhov kev poob qis yog qhov tsis tuaj yeem. Txawm hais tias qee lub tuam txhab cia siab tias yuav nce nqi, Nws kuj tseem nyuaj dua, vim tias cov khoom muag kuj tseem loj heev. Ntxiv nrog rau cov chaw ua haujlwm sab saum toj polysilicon, kuj tseem muaj ntau tus neeg tuaj lig. Ua ke nrog kev cia siab ntawm kev nthuav dav loj hauv ib nrab ntawm lub xyoo, cov chaw tsim khoom hauv qab polysilicon yuav tsis lees txais yog tias lawv xav nce nqi.
Cov txiaj ntsig tau tso tawm los ntawm cov khoom siv silicon,Nws puas yuav noj los ntawm silicon wafers thiab crucibles?
Xyoo 2022, lub peev xwm tshiab ntawm photovoltaics hauv Suav teb yuav yog 87.41GW. Nws tau kwv yees tias lub peev xwm tshiab ntawm photovoltaics nyob rau hauv Suav teb yuav zoo li kwv yees li ntawm 130GW xyoo no, nrog rau kev loj hlob ntawm ze li ntawm 50%.
Tom qab ntawd, hauv cov txheej txheem ntawm kev txo cov nqi ntawm cov khoom siv silicon thiab maj mam tso cov txiaj ntsig, yuav ua li cas cov txiaj ntsig tau ntws, thiab lawv puas yuav noj tag nrho los ntawm silicon wafer thiab crucible?
Jianzhi Kev Tshawb Fawb ntseeg tias, tsis zoo li xyoo tas los kwv yees tias cov khoom siv silicon yuav ntws mus rau cov qauv thiab cov hlwb tom qab txiav tus nqi, xyoo no, nrog kev nce ntxiv ntawm qhov tsis txaus ntawm cov xuab zeb quartz, txhua tus tau them nyiaj ntau dua rau silicon wafer txuas, yog li silicon. wafers, Crucible, thiab high-purity quartz xuab zeb tau dhau los ua ntu tseem ceeb ntawm kev lag luam photovoltaic xyoo no.
Qhov tsis txaus ntawm high-purity quartz xuab zeb txuas ntxiv mus, yog li tus nqi kuj tseem nce siab. Nws tau hais tias tus nqi siab tshaj plaws tau nce mus rau 180,000 / ton, tab sis nws tseem nce ntxiv, thiab nws yuav nce mus rau 240,000 / ton thaum kawg lub Plaub Hlis. Tsis tuaj yeem nres.
Analogous rau xyoo tas los cov khoom siv silicon, thaum tus nqi ntawm quartz xuab zeb nce wildly xyoo no thiab tsis muaj qhov kawg ntawm qhov pom, ib txwm yuav muaj lub zog tsav zoo rau silicon wafer thiab crucible tuam txhab uas muag nce nqi thaum lub sij hawm luv luv, yog li txawm tias. Yog hais tias tag nrho lawv tau noj, cov txiaj ntsig yuav tsis txaus, tab sis nyob rau hauv qhov xwm txheej uas tus nqi nruab nrab thiab sab hauv txheej xuab zeb tseem nce ntxiv, cov txiaj ntsig zoo tshaj plaws tseem yog silicon. wafers thiab crucibles
Tau kawg, qhov no yuav tsum yog cov qauv. Piv txwv li, nrog tus nqi nce siab-purity xuab zeb thiab crucible rau thib ob- thiab thib peb-tier silicon wafer tuam txhab uas muag, lawv cov nqi uas tsis yog-silicon yuav nce siab, ua rau nws nyuaj rau kev sib tw nrog cov players sab saum toj.
Txawm li cas los xij, ntxiv rau cov ntaub ntawv silicon thiab silicon wafers, cov hlwb thiab cov qauv hauv cov saw tseem ceeb ntawm kev lag luam tseem yuav tau txais txiaj ntsig los ntawm kev txo nqi ntawm cov ntaub ntawv silicon, tab sis cov txiaj ntsig yuav tsis zoo li yav tas los xav tau.
Rau cov tuam txhab tivthaiv, txawm hais tias tus nqi tam sim no yog kwv yees li 1.7 yuan / W, nws tuaj yeem txhawb nqa kev teeb tsa hauv tsev thiab txawv teb chaws, thiab tus nqi kuj tseem yuav txo qis nrog cov nqi txo cov khoom siv silicon. Txawm li cas los xij, nws nyuaj rau hais tias tus nqi ntawm high-purity quartz xuab zeb tuaj yeem nce siab npaum li cas. , yog li cov txiaj ntsig tseem ceeb tseem yuav raug tshem tawm los ntawm crucible thiab ua silicon wafer tuam txhab.
Lub sij hawm xa tuaj: Plaub Hlis-10-2023