Tsis ntev los no, Tuam Tshoj Non-ferrous Hlau Industry Association silicon ceg cov ntaub ntawv qhia tias lub lim tiam no tus nqi ntawm silicon wafers yog ib tug Circuit Court breaker poob, xws li M6, M10, G12 monocrystal silicon wafers pauv tus nqi nruab nrab feem poob rau RMB 5.08 / thooj, RMB 5.41 / daim, RMB 7.25 / thooj, poob ib lub lim tiam ntawm 15.2%, 20%, 18.4%.
Organic silicon DMC nqi | Chav nyob: yuan / ton
Polycrystalline silicon nqi |Unit: yuan/ton
Silicon Industry Ceg taw qhia tias nyob rau hauv cov nqe lus ntawm kev muab khoom, thawj-tier tuam txhab uas muag thiab cov kev lag luam ib zaug dua txo tus nqi khiav hauj lwm;nyob rau hauv cov nqe lus ntawm kev thov, tag nrho kev lag luam saw nqi txo davhlau ya nyob twg yog sluggish.
Raws li cov khoom siv network, lub lim tiam no, kev khiav hauj lwm tus nqi ntawm ob lub tuam txhab ua yeeb yaj kiab silicon pem hauv ntej tau raug txo mus rau 80% thiab 85%, kev khiav hauj lwm ntawm cov tuam txhab kev koom ua ke tseem nyob nruab nrab ntawm 70% -80%, thiab kev khiav hauj lwm tus nqi. lwm lub tuam txhab poob rau 60% -70% nruab nrab ntawm.Nws tau raug sau tseg tias lub lim tiam dhau los, Silicon Industry Ceg tsis tau hloov kho cov lus hais txog silicon wafer.Lub koom haum tau taw qhia tias qhov kev poob qis rau lub lim tiam no suav nrog kev txo nqi ntawm ob lub lis piam dhau los, thiab lub hauv paus ua rau yog tias tus nqi ntawm cov khoom siv silicon raug txo.Kev txiav txim los ntawm cov ntaub ntawv ntawm cov ntaub ntawv saum toj no los ntawm PV Consulting thiab lwm lub koom haum, tus nqi nruab nrab ntawm M10 thiab G12 silicon wafers lub lim tiam dhau los yog 6.15 yuan / thooj, 8.1 yuan / thooj, feem.
Raws li cov ntaub ntawv, qhov kev txhawj xeeb luv luv ntawm kev lag luam tam sim no rau kev thov photovoltaic feem ntau yog los ntawm: sab qaum teb lub caij ntuj no tau los txog thiab cov xwm txheej hauv lub tebchaws tau cuam tshuam rau cov txheej txheem kev tsim kho ntawm photovoltaic project.Mob siab.
Txawm li cas los xij, nyob rau hauv ob hnub dhau los, qhov qis qis ntawm cov khoom siv silicon nyuam qhuav tau yuav, thiab tus nqi ntawm silicon tus nqi tau tuav ruaj khov.
Industrial Silicon: Nag hmo, cov nqi lag luam silicon tau ruaj khov.Raws li SMM cov ntaub ntawv, raws li lub Kaum Ob Hlis 20, East Tuam Tshoj Tus lej ntawm Oxygen 553 #Silicon yog 18400-18600 yuan / ton, nqis 50 yuan;oxygen 553 # silicon yog 18800-19100 yuan / ton;421 # silicon ntawm 19900-20000 yuan / tuj, poob ntawm 200 yuan;521 # silicon yog 19600-19800 yuan / tuj;3303 # silicon yog 19900-20100 yuan / ton.Tam sim no, cov khoom siv ntawm cov khoom siv tau txo qis, thiab cov nqi hluav taws xob ntawm Sichuan Sichuan hauv Yunnan tau nce, thiab kev tsim khoom raug txo.Qhov xwm txheej cuam tshuam kev tsheb khiav tau yooj yim, thiab cov khoom tsim tawm ntawm Xinjiang xav tias yuav nce ntxiv.Cov neeg siv khoom txuas ntxiv nce raws li kev tsav tsheb ntawm polysilicon.Nrog rau kev txo qis hauv kev xa khoom thiab kev siv ntau ntxiv, cov nyiaj seem tau yooj yim, thiab cov ntaub ntawv khaws tseg ntawm cov tsev qiv ntawv khaws cia tau yooj yim.Txawm li cas los xij, tag nrho cov khoom muag tseem yog siab heev.Tus nqi tsis ntev los no tau poob qis.Qhov nce ntawm cov nqi tsim khoom thaum lub sij hawm dej qhuav, thiab tus nqi kwv yees yuav maj mam txo qis thiab ruaj khov.
Polysilicon: polysilicon tus nqi ruaj khov, raws li SMM txheeb cais, polysilicon rov pub cov lus hais 270-280 yuan / kg;Polysilicon compact khoom 250-265 yuan / kg;Polysilicon paj paj cov ntaub ntawv hais txog 230-250 yuan / kg, granular silicon 250-270 yuan / kg.Kev tsim khoom ntawm polysilicon tseem nce ntxiv, thiab kev kos npe ntawm kev txiav txim tsis muaj zog thaum tus nqi poob.Nyob rau hauv cov ntaub ntawv ntawm tsub zuj zuj ntawm silicon wafers thiab lwm yam kev sib txuas, nws yuav tsum tau hais tias tus nqi ntawm polysilicon yuav poob mus ntxiv, tab sis qhov kev thov rau industrial silicon yuav tuav ib tug siab kev loj hlob tus nqi vim yog nce nyob rau hauv ntau lawm.
Organosilicon: Tus nqi ntawm organosilicon fluctuated me ntsis.Raws li kev txheeb cais ntawm Zhuochuang Cov Ntaub Ntawv, Lub Kaum Ob Hlis 20th, qee lub tuam txhab hauv Shandong tau muab DMC 16700 yuan / tuj, nqis 100 yuan;Lwm cov tuam ntxhab hais 17000-17500 yuan / ton.Kev ua lag luam ntawm cov organic silicon tseem txias, lub lag luam davhlau ya nyob twg tsis tau rov qab los, cov chaw tsim khoom qis tsuas yog yuav tsum tau yuav, ntau lub tuam txhab tso tseg kev tsim khoom lossis kev ua haujlwm tsis zoo, kev lag luam tag nrho yog qis tam sim no, raws li kev txhawb nqa ntawm cov nqi tsim khoom, tus nqi tsis muaj chaw poob, tib lub sijhawm, cuam tshuam los ntawm kev lag luam davhlau ya nyob twg, tus nqi kuj tseem tsis txaus, nws xav tias qhov pib ntawm cov organic silicon thiab tus nqi yog ruaj khov, nyuaj kom muaj kev hloov pauv loj.
Kev txiav txim siab Cinda Securities, raws li kev lag luam photovoltaic saw nqi poob qis dua qhov tseeb, qhov kev thov rau photovoltaic ntsia rau xyoo tom ntej yuav tsum tau ua kom zoo dua qub, kev txhawj xeeb luv luv ntawm cov phaj yog qhov cuam tshuam ntau dua.Ib feem ntawm lub tsev uninstalled Q4 project los yog yuav ua kom tiav nyob rau hauv lub xyoo tom ntej Q1, 2023Q1 European thiab American kev lag luam los yog yuav qhia ib tug sai rov qab ntawm kev thov tom qab Christmas, 2023Q1 ntiaj teb no PV lag luam los yog yuav qhia ib tug tsis muaj zog lub caij.
Nyob rau hauv tag nrho lub xyoo ntawm 2023, nrog rau tus nqi txo ntawm cov kev lag luam saw, kev ua txhaum ntawm tshiab technologies thiab lub centralized ntau lawm ntim, qhov kev thov ntawm Central Europe yuav tsum tau mus txuas ntxiv mus sai sai, thiab cov kev thov ntawm lub tebchaws United States yuav tsum tau. khaws, thiab kev thov thoob ntiaj teb rau PV xav tias yuav loj hlob li ntawm 40%.Tam sim no, tus nqi ntawm cov khoom sib xyaw ua ke, cov khoom siv hluav taws xob, cov khoom siv tseem ceeb thiab lwm yam kev sib txuas muaj qhov kev nyiam, thiab nws zoo siab txog kev loj hlob ntawm photovoltaic xav tau hauv tsev thiab txawv teb chaws xyoo tom ntej.
Post lub sij hawm: Dec-28-2022