Thaum Lub Yim Hli 3, lub koom haum silicon ntawm Tuam Tshoj Nonferrous Metals Industry Association tshaj tawm tus nqi tshiab ntawm hnub ci qib polysilicon.
Cov ntaub ntawv tso saib:
Tus nqi tseem ceeb ntawm kev hloov pauv ib leeg siv lead ua noj yog 300000-31000 yuan / tuj, nrog rau qhov nruab nrab ntawm 302200 yuan / ton thiab nce ntawm 1.55% nyob rau lub lim tiam dhau los.
Tus nqi tseem ceeb ntawm cov ntaub ntawv siv lead ua compact yog 298000-308000 yuan / tuj, nrog rau qhov nruab nrab ntawm 300000 yuan / tuj, thiab ib lub lim tiam-rau-xyoo nce ntawm 1.52%.
Tus nqi ntawm cov khoom lag luam tseem ceeb ntawm cov khoom siv lead ua paj ntoo yog 295000-306000 yuan / ton, nrog rau qhov nruab nrab ntawm 297200 yuan / ton, nrog nce ntawm 1.54% nyob rau lub lim tiam dhau los.
Txij li thaum pib ntawm 2022, tus nqi ntawm cov khoom siv silicon tseem tsis tau hloov pauv tsuas yog peb lub lis piam, thiab lwm 25 cov lus hais tau nce ntxiv. Raws li cov kws tshaj lij, qhov tshwm sim tau hais ua ntej tias "cov khoom lag luam ntawm cov khoom siv silicon tseem tsis zoo thiab qhov kev thov rau kev txiav txim ntev tsis tuaj yeem ntsib" tseem muaj. Lub lim tiam no, feem ntau cov khoom lag luam silicon feem ntau ua tiav qhov kev txiav txim ntev ntev, thiab cov nqi qis dua yav dhau los tsis muaj lawm. Tus nqi qis kawg nkaus ntawm ntau yam khoom siv silicon tau nce los ntawm 12000 yuan / ton, uas yog ib qho tseem ceeb vim li cas qhov nce ntawm tus nqi nruab nrab.
Nyob rau hauv cov nqe lus ntawm kev muab khoom thiab kev thov, raws li cov ntaub ntawv yav dhau los tso tawm los ntawm silicon kev lag luam ceg, vim hais tias ntawm lub rov qab los ntawm ib co kev lag luam 'cov txij nkawm cov kab ntau lawm nyob rau hauv lub yim hli ntuj, nws xav tias lub domestic polysilicon ntau lawm yuav siab me ntsis ntau tshaj li qhov xav tau. Qhov kev nce no feem ntau yog concentrated nyob rau hauv qhov nce ntawm Xinjiang GCL thiab Dongfang vam tias yuav rov pib tsim khoom thiab tso tawm ntawm Leshan GCL, Baotou Xinte, Inner Mongolia gutongwei theem II, Qinghai Lihao, Inner Mongolia Dongli, thiab lwm yam, tag nrho nce yog txog 11000 tons. Nyob rau lub Yim Hli ntawm tib lub sijhawm, 1-2 lub tuam txhab yuav raug ntxiv rau kev saib xyuas, tag nrho txog 2600 tons ntawm cov khoom raug txo los ntawm lub hli nyob rau lub hli. Yog li ntawd, raws li 13% lub hli ntawm lub hli loj hlob ntawm cov khoom tsim tawm hauv lub Yim Hli, qhov xwm txheej tam sim no tsis txaus yuav raug txo qis rau qee yam. Feem ntau, tus nqi ntawm cov khoom siv silicon tseem nyob hauv qhov nce siab.
Soapy PV ntseeg hais tias cov nqi ntawm silicon wafers thiab roj teeb tau nce ntau ua ntej, uas yog npaj rau cov nqi txuas ntxiv ntawm cov ntaub ntawv silicon. Nyob rau tib lub sijhawm, nws tseem qhia tau tias qhov siab ntawm tus nqi nce siab tuaj yeem txuas ntxiv mus rau lub davhlau ya nyob twg thiab daim ntawv txhawb nqa rau tus nqi. Yog tias tus nqi nce toj ib txwm siab nyob rau peb lub hlis twg, qhov feem pua ntawm cov khoom siv tshiab tau muab tso rau hauv PV yuav tau nce ntxiv.
Hais txog tus nqi tivthaiv, peb tuav qhov kev txiav txim siab tias "tus nqi xa khoom ntawm cov khoom ntawm cov khoom lag luam thawj zaug hauv lub Yim Hli yuav tshaj 2.05 yuan / W". Yog tias tus nqi ntawm cov khoom siv silicon tseem nce ntxiv, nws tsis tau txiav txim siab tias yav tom ntej tus nqi yuav ncav cuag 2.1 yuan / W.
Post lub sij hawm: Aug-08-2022