Tsis ntev los no, cov ntaub ntawv ntawm Tuam Tshoj Non-ferrous Metal Industry Association silicon qhia tau hais tias lub lim tiam no tus nqi ntawm silicon wafers yog qhov poob qis, suav nrog M6, M10, G12 monocrystal silicon wafers tus nqi nruab nrab ntawm kev lag luam poob rau RMB 5.08 / daim, RMB 5.41 / daim, RMB 7.25 / daim, poob txhua lub lim tiam ntawm 15.2%, 20%, 18.4%.
Tus nqi ntawm cov organic silicon DMC | Chav: yuan/ton
Tus nqi ntawm Polycrystalline silicon | Chav: yuan/ton
Lub Chaw Lag Luam Silicon tau taw qhia tias hais txog kev muab khoom, cov tuam txhab thawj theem thiab cov tuam txhab kev tshaj lij tau txo qis tus nqi ua haujlwm dua ib zaug ntxiv; hais txog kev thov, qhov kev txo nqi tag nrho ntawm kev lag luam saw hlau qeeb qeeb.
Raws li lub network khoom siv, lub lim tiam no, tus nqi ua haujlwm ntawm ob lub tuam txhab zaj duab xis silicon pem hauv ntej tau raug txo kom txog 80% thiab 85%, tus nqi ua haujlwm ntawm cov tuam txhab sib koom ua ke tseem nyob nruab nrab ntawm 70% -80%, thiab tus nqi ua haujlwm ntawm lwm lub tuam txhab poob rau 60% -70% ntawm. Nws tau 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 lub lim tiam no suav nrog kev txo tus nqi ntawm ob lub lis piam dhau los, thiab qhov ua rau yog tias tus nqi ntawm cov khoom siv silicon tau 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 / daim, 8.1 yuan / daim, feem.
Raws li cov ntaub ntawv, qhov kev txhawj xeeb luv luv ntawm kev ua lag luam tam sim no rau kev thov photovoltaic feem ntau yog los ntawm: lub caij ntuj no sab qaum teb tau tuaj txog thiab qhov xwm txheej sib kis thoob plaws lub tebchaws tau cuam tshuam rau cov txheej txheem tsim kho ntawm cov haujlwm photovoltaic. Lub hlwb.
Txawm li cas los xij, ob hnub dhau los no, cov khoom siv silicon hauv qab tau raug yuav, thiab tus nqi ntawm silicon tus nqi tau tswj hwm ruaj khov.
Kev Lag Luam Silicon: Nag hmo, tus nqi kev lag luam silicon tau ruaj khov. Raws li cov ntaub ntawv SMM, txij li lub Kaum Ob Hlis 20, Sab Hnub Tuaj Tuam Tshoj Tus lej ntawm Oxygen 553 # Silicon yog 18400-18600 yuan / ton, poob 50 yuan; oxygen 553 # silicon yog 18800-19100 yuan / ton; 421 # silicon ntawm 19900-20000 yuan / ton, poob ntawm 200 yuan; 521 # silicon yog 19600-19800 yuan / ton; 3303 # silicon yog 19900-20100 yuan / ton. Tam sim no, kev muab khoom tau txuas ntxiv mus txo qis, thiab tus nqi hluav taws xob ntawm Sichuan Sichuan hauv Yunnan tau nce siab, thiab kev tsim khoom tau txo qis. Qhov xwm txheej cuam tshuam kev tsheb tau yooj yim dua, thiab cov zis ntawm Xinjiang xav tias yuav nce ntxiv. Sab neeg siv khoom txuas ntxiv mus nce ntxiv nyob rau hauv kev tsav tsheb ntawm polysilicon. Nrog rau kev txo qis ntawm kev muab khoom thiab kev siv khoom ntau ntxiv, qhov seem tau yooj yim dua, thiab kev sib sau ua ke ntawm cov tsev qiv ntawv tau txo qis. Txawm li cas los xij, tag nrho cov khoom muag tseem siab. Tus nqi tsis ntev los no tau qaug zog. Kev nce ntxiv ntawm cov nqi tsim khoom thaum lub sijhawm dej qhuav, thiab tus nqi kwv yees yuav maj mam tsis txhob poob thiab ruaj khov.
Polysilicon: tus nqi polysilicon ruaj khov, raws li SMM cov ntaub ntawv, polysilicon rov pub mov hais txog 270-280 yuan / kg; Polysilicon compact khoom 250-265 yuan / kg; Polysilicon cauliflower khoom hais txog 230-250 yuan / kg, granular silicon 250-270 yuan / kg. Kev tsim cov polysilicon txuas ntxiv mus ntxiv, thiab kev kos npe ntawm cov xaj tsis muaj zog thaum tus nqi poob qis. Hauv cov ntaub ntawv ntawm kev sib sau ua ke ntawm silicon wafers thiab lwm yam txuas, nws xav tias tus nqi ntawm polysilicon yuav txuas ntxiv mus poob qis, tab sis qhov kev thov rau kev lag luam silicon yuav tswj hwm tus nqi loj hlob siab vim yog kev nce ntxiv ntawm kev tsim khoom.
Organosilicone: Tus nqi ntawm organosilicon hloov pauv me ntsis. Raws li cov ntaub ntawv ntawm Zhuochuang Information, thaum Lub Kaum Ob Hlis 20, qee cov chaw tsim khoom hauv Shandong tau muab DMC 16700 yuan / ton, poob 100 yuan; Lwm cov chaw tsim khoom hais 17000-17500 yuan / ton. Kev ua lag luam ntawm cov organic silicon txuas ntxiv txias, kev ua lag luam davhlau ya nyob twg tsis tau rov zoo, cov chaw tsim khoom downstream tsuas yog xav tau yuav, ntau lub tuam txhab tso tseg kev tsim khoom rau kev saib xyuas lossis kev ua haujlwm tsis zoo, kev lag luam tag nrho yog qis tam sim no, nyob rau hauv kev txhawb nqa ntawm cov nqi tsim khoom, tus nqi tsis muaj chaw poob, tib lub sijhawm, cuam tshuam los ntawm kev ua lag luam davhlau ya nyob twg, tus nqi kuj tsis txaus, nws xav tias qhov pib ntawm cov organic silicon thiab tus nqi ruaj khov, nyuaj rau muaj kev hloov pauv loj.
Kev txiav txim siab ntawm Cinda Securities, raws li kev lag luam photovoltaic saw hlau poob qis dua, qhov kev thov rau photovoltaic ntsia rau xyoo tom ntej yuav raug txhim kho, kev txhawj xeeb txog kev thov luv luv ntawm lub phaj yog qhov cuam tshuam tsawg dua. Ib feem ntawm qhov project hauv tsev tsis tau teeb tsa Q4 lossis yuav ua tiav rau xyoo tom ntej Q1, 2023Q1 European thiab Asmeskas kev lag luam lossis yuav qhia txog kev rov qab los sai sai ntawm kev thov tom qab Christmas, 2023Q1 kev lag luam PV thoob ntiaj teb lossis yuav qhia txog lub caij tsis muaj zog.
Xyoo 2023 tag nrho, nrog rau kev txo nqi ntawm cov saw hlau kev lag luam, kev tawg ntawm cov thev naus laus zis tshiab thiab cov ntim khoom tsim tawm hauv nruab nrab, qhov kev thov ntawm Central Europe yuav txuas ntxiv mus sai sai, thiab qhov kev thov ntawm Tebchaws Meskas yuav nce siab, thiab qhov kev thov thoob ntiaj teb rau PV yuav loj hlob li 40%. Tam sim no, kev ntsuas tus nqi ntawm cov khoom sib xyaw ua ke, inverters, cov ntaub ntawv pabcuam tseem ceeb thiab lwm yam kev sib txuas muaj kev nyiam heev, thiab nws muaj kev cia siab txog kev loj hlob ntawm kev thov photovoltaic hauv tsev thiab txawv teb chaws xyoo tom ntej.
Lub sijhawm tshaj tawm: Lub Kaum Ob Hlis-28-2022