Thaum Lub Kaum Ob Hlis 20, Silicon Industry ceg ntawm Tuam Tshoj Nonferrous Metals Industry Association tau tshaj tawm cov nqi hloov pauv tshiab ntawm hnub ci-qib polysilicon.
Lub lim tiam dhau los:
Tus nqi pauv ntawm N-hom cov ntaub ntawv yog 65,000-70,000 yuan / tuj, nrog rau qhov nruab nrab ntawm 67,800 yuan / tuj, ib lub lim tiam-rau-lub limtiam poob ntawm 0.29%.
Tus nqi pauv ntawm cov khoom siv sib xyaw monocrystalline yog 59,000-65,000 yuan / ton, nrog rau qhov nruab nrab ntawm 61,600 yuan / tuj, ib lub lim tiam-rau-lub lim tiam ntawm 1.12%.
Tus nqi pauv ntawm ib qho khoom siv lead ua ntom ntom yog 57,000-62,000 yuan / tuj, nrog rau qhov nruab nrab ntawm 59,500 yuan / ton, ib lub lim tiam-rau-lub lim tiam ntawm 1.16%.
Tus nqi pauv ntawm ib qho khoom siv lead ua paj ntoo yog 54,000-59,000 yuan / tuj, nrog rau qhov nruab nrab ntawm 56,100 yuan / ton, ib lub lim tiam-rau-lub lim tiam ntawm 1.58%.
Tus nqi ntawm cov ntaub ntawv n-hom yog qhov ruaj khov rau lub lim tiam no, thaum tus nqi pauv ntawm cov ntaub ntawv p-hom tseem pheej poob qis, uas qhia tag nrho kev poob qis.Pib los ntawm cov khoom siv raw khoom txuas, tus nqi sib txawv ntawm np khoom tau nthuav dav.
Los ntawm dab tsi Sobi Photovoltaic Network tau kawm, ua tsaug rau kev lag luam nce ntxiv rau n-hom Cheebtsam, tus nqi thiab kev thov rau n-hom silicon cov ntaub ntawv yog qhov ruaj khov, uas kuj yog qhov tsim nyog rau kev txhawb nqa cov tuam txhab polysilicon kom nquag txhim kho cov khoom lag luam, tshwj xeeb tshaj yog. Kev faib ua feem ntawm n-hom silicon cov khoom hauv kev tsim khoom tau tshaj 60% hauv qee lub tuam txhab loj.Hauv qhov sib piv, qhov kev thov rau cov khoom siv tsis zoo silicon tseem poob qis, thiab cov nqi lag luam tau poob qis, uas yuav qis dua cov nqi tsim khoom ntawm qee cov tuam txhab.Tam sim no, xov xwm tau tshaj tawm tias "lub tuam txhab polysilicon hauv Inner Mongolia tau tso tseg lawm."Txawm hais tias qhov cuam tshuam ntawm polysilicon mov hauv lub Kaum Ob Hlis tsis yog qhov tseem ceeb, nws kuj tau ua lub suab ceeb toom rau cov tuam txhab muaj feem cuam tshuam los tso cov peev txheej tshiab rau hauv kev tsim khoom thiab txhim kho cov peev txheej qub los ntawm kev siv tshuab.
Cov ntaub ntawv los ntawm National Energy Administration qhia tau hais tias txij lub Ib Hlis mus txog Lub Kaum Ib Hlis xyoo no, lub teb chaws tshiab tsim lub hnub ci hluav taws xob muaj peev xwm ncav cuag 163.88 lab kilowatts (163.88GW), ib xyoos ib zaug nce ntawm 149.4%.Ntawm lawv, lub peev xwm tshiab tau nruab rau lub Kaum Ib Hlis mus txog 21.32GW, uas yog tib yam li lub Kaum Ob Hlis hauv ob peb xyoos dhau los.Cov theem ntawm lub peev xwm tshiab nyob rau hauv ib lub hlis yog zoo sib xws.Qhov no txhais tau hais tias kev maj nrawm rau nruab cov khoom lag luam thaum kawg ntawm 2023 tau tuaj txog, thiab kev lag luam xav tau nce ntxiv, uas yuav muab qee yam kev txhawb nqa rau cov nqi hauv txhua qhov txuas ntawm cov saw hlau.Kev txiav txim siab los ntawm kev tawm tswv yim los ntawm cov tuam txhab cuam tshuam, cov nqi ntawm silicon wafers thiab roj teeb tau ruaj khov tsis ntev los no, thiab tus nqi sib txawv vim qhov loj me tau txo qis.Txawm li cas los xij, tus nqi ntawm p-hom Cheebtsam tseem tab tom poob qis, thiab qhov cuam tshuam ntawm cov khoom siv thiab kev thov ntawm tus nqi pom tseeb tshaj tus nqi.
Nyob rau hauv cov nqe lus ntawm kev sib tw, kev sib tw tsis ntev los no tau rov pom qhov sib xyaw ntawm cov khoom sib xyaw n thiab p, thiab feem ntau ntawm cov khoom n-hom feem ntau siab dua 50%, uas tsis cuam tshuam rau qhov nqaim ntawm np nqi sib txawv.Nyob rau hauv lub neej yav tom ntej, raws li qhov kev thov rau p-hom roj teeb cov khoom poob thiab overcapacity intensifies, kev lag luam cov nqi yuav poob mus ntxiv thiab breakthroughs nyob rau hauv tus nqi txwv yuav muaj tej yam kev cuam tshuam rau cov nqi upstream.
Post lub sij hawm: Dec-22-2023