Thaum lub Cuaj Hlis 4th, Tuam Tshoj Nonferrous Metals Industry Association's Silicon Branch tau tshaj tawm cov nqi hloov pauv tshiab rau hnub ci-qib polysilicon.
Lub lim tiam dhau los:
N-hom khoom: ¥ 39,000-44,000 ib tuj, nruab nrab ¥ 41,300 ib tuj, nce 0.73% lub lis piam-rau-lub lim tiam.
N-hom granular silicon: ¥ 36,500-37,500 ib tuj, nruab nrab ¥ 37,300 ib tuj, nce 1.63% lub lis piam-rau-lub lim tiam.
Cov khoom siv rov ua dua: ¥ 35,000-39,000 ib tuj, nruab nrab ¥ 36,400 ib tuj, nce 0.83% lub lim tiam-rau-lub lim tiam.
Monocrystalline ntom khoom: ¥ 33,000-36,000 ib tuj, nruab nrab ¥ 34,500 ib tuj, nce 0.58% lub lis piam-rau-lub lim tiam.
Monocrystalline cauliflower khoom: ¥ 30,000-33,000 ib tuj, nruab nrab ¥ 31,400 ib tuj, nce 0.64% lub lis piam-rau-lub lim tiam.
Piv rau cov nqi thaum Lub Yim Hli 28, cov khoom siv silicon cov nqi tau nce me ntsis rau lub lim tiam no. Silicon khoom lag luam yog maj mam nkag mus rau ib puag ncig tshiab ntawm kev sib cog lus kev sib cog lus, tab sis tag nrho cov khoom lag luam tseem nyob ruaj khov. Cov khoom lag luam cog lus tseem ceeb feem ntau yog N-hom lossis cov khoom ntim sib xyaw, nrog P-hom silicon cov ntaub ntawv raug muag tsawg dua ib tus zuj zus, ua rau tus nqi nce ntxiv. Tsis tas li ntawd, vim tus nqi kom zoo dua ntawm granular silicon, qhov kev xav tau muaj zog thiab cov khoom siv nruj nruj tau ua rau tus nqi nce me ntsis.
Raws li kev tawm tswv yim los ntawm cov tuam txhab muaj feem cuam tshuam, 14 lub tuam txhab tseem nyob hauv kev saib xyuas lossis ua haujlwm ntawm kev txo qis. Txawm hais tias qee lub tuam txhab cov khoom lag luam theem nrab thiab qib qib silicon tau rov pib ua haujlwm me ntsis, cov tuam txhab loj tseem tsis tau txiav txim siab lawv lub sijhawm rov pib dua. Cov ntaub ntawv qhia tau hais tias cov khoom siv polysilicon hauv tsev nyob rau lub Yim Hli yog kwv yees li 129,700 tons, 6.01% txo lub hli-rau-hli, tsoo qhov qis tshiab rau lub xyoo. Tom qab lub lim tiam dhau los qhov nce ntawm cov nqi wafer, cov tuam txhab polysilicon feem ntau tau tsa lawv cov nqe lus rau kev lag luam hauv qab thiab yav tom ntej, tab sis kev lag luam ntim tseem txwv, nrog cov nqi lag luam nce me ntsis.
Saib ua ntej rau lub Cuaj Hli, qee lub tuam txhab khoom siv silicon npaj yuav nce ntau lawm lossis rov pib ua haujlwm, nrog cov peev txheej tshiab los ntawm cov tuam txhab ua lag luam maj mam tso tawm. Raws li ntau lub tuam txhab rov pib tsim khoom, polysilicon tso zis yuav tsum nce mus rau 130,000-140,000 tons hauv lub Cuaj Hli, muaj peev xwm nce kev lag luam siab. Nrog cov khoom lag luam qis qis hauv cov khoom siv silicon thiab cov nqi txhawb zog los ntawm cov tuam txhab khoom siv silicon, cov nqi luv luv yuav tsum pom qhov nce me ntsis.
Hais txog wafers, tus nqi tau pom me me nce lub lim tiam no. Qhov tseem ceeb, txawm hais tias cov tuam txhab loj wafer tau tsa lawv cov lus tshaj tawm lub lim tiam dhau los, cov chaw tsim hluav taws xob qis qis tseem tsis tau pib kev yuav khoom loj, yog li cov nqi lag luam tiag tiag tseem xav tau kev soj ntsuam ntxiv. Supply-wise, wafer ntau lawm nyob rau hauv lub yim hli ntuj mus txog 52.6 GW, nce 4.37% lub hli-rau-hli. Txawm li cas los xij, vim tias kev txiav cov khoom lag luam los ntawm ob lub tuam txhab tshwj xeeb thiab qee lub tuam txhab kev koom ua ke hauv lub Cuaj Hli, wafer tso zis yuav tsum poob mus rau 45-46 GW, qhov txo qis ntawm 14%. Raws li cov khoom muag txuas ntxiv txo qis, cov khoom siv-thov sib npaug yog txhim kho, muab kev txhawb nqa tus nqi.
Hauv kev lag luam roj teeb, cov nqi tau nyob ruaj khov rau lub lim tiam no. Ntawm cov nqi tam sim no, cov nqi roj teeb muaj chav me me kom poob. Txawm li cas los xij, vim tias tsis muaj kev txhim kho tseem ceeb hauv qhov kev xav tau ntawm qhov chaw nres nkoj, feem ntau cov tuam txhab roj teeb, tshwj xeeb tshaj yog cov tuam txhab roj teeb tshwj xeeb, tseem tab tom muaj kev poob qis hauv tag nrho cov sij hawm tsim khoom. Cov roj teeb tsim nyob rau lub Yim Hli yog nyob ib puag ncig 58 GW, thiab lub Cuaj Hli qhov kev tsim khoom yuav tsum poob mus rau 52-53 GW, nrog rau qhov muaj peev xwm poob ntxiv. Raws li cov nqi nce siab ruaj khov, lub lag luam roj teeb yuav pom qee qhov kev rov qab los.
Post lub sij hawm: Sep-06-2024