Ixabiso le-quity ye-N-Chwethe kwakhona! Iinkampani ezili-17 zibhengeza izicwangciso zesongelo

Nge-29 kaMeyi, isebe leSilicon kwiCandelo le-China elahlela i-Metals Spoffes Sporfer Umbutho ophucukileyo ikhupha amaxabiso enterner yentuthuko ye-solar-prolysilicicon.

Kwiveki ephelileyo:

Izinto ze-NIxabiso lentengiselwano engama-40,000-43,000 RMB / Ton, ngomyinge we-41,800 RMM / Ton, ezantsi kwi-2.79% yeveki.
I-N-Chwetheza i-Grantericon:Ixabiso lentengiselwano yama-37,000-39,000 RMB / Ton, ngomyinge wama-37 500 RMB / Ton, iveki engaguqukiyo-kwiveki.
I-Monocrystalline yokuphinda isebenze kwakhona:Ixabiso lentengiselwano yama-36,000-4,000 RMB / Ton, ngomyinge we-38,600 RMM / Ton, iveki engaguqukiyo-kwiveki.
I-Monocrytalline StonesIxabiso lentengiselwano engama-34,000-39,000 RMB / Ton, ngomyinge wama-37,300 RMM / Ton, iveki engaguqukiyo-kwiveki.
I-Monocrystalline ye-CauliflowardIxabiso lentengiselwano yama-31,000-30,000 RMB / Ton, ngomyinge wama-33,700 RMB / Ton, iveki engaguqukiyo-kwiveki.
Xa kuthelekiswa namaxabiso akwi-22 kaMeyi, amaxabiso evekini ye-silicon ye-Silicon anqabileyo. Ixabiso eliphakathi lentengiselwano ye-N-Chwethe i-silicon yehle ukuya kwi-41,800 RMB / Ton, iveki yonke ye-2.79%. Amaxabiso e-N-Chwethe i-NE-CHEAL SILINN kunye ne-P-Chwether yohlobo lwe-P

Ngokutsho kwe-Sohu i-Sohu Potvoltaic yenethiwekhi, ivolumu ye-Silicon ye-Wilicon iqhubekile ukuba inyibilikisi kule veki, iquka ii-odolo ezincinci. Impendulo evela kwiinkampani ezifanelekileyo ibonisa ukuba ukuphendula amaxabiso entengiso ngoku, uninzi lweenkampani ze-Silicon zifumana isicwangciso sokuzibamba iimpahla kunye nokugcina izikhundla zamaxabiso. Ukuphela kukaMeyi, ubuncinci iinkampani ezisithoba, kubandakanya abavelisi abane abakhokelayo, baqalile ukuqalisa ukucima impahla yokulungisa. Iqondo lokukhula lezilwanyana ze-Silicon Izinto ezinokuqikelelwa kakhulu, ngokuqikelelwa kungaveliswa malunga ne-180,000 yeetoni kunye namanqanaba empahla ye-inventri azinzileyo kwiitoni ezingama-280,000-300,000,000. Ukuqala ngoJuni, zonke iinkampani ze-Silicon zicwangcisa okanye ziqale ukulondolozwa, ekulindeleke ukuba ziphucule ukubonelela ngentengiso kunye nemeko yokufuna kwixesha elizayo.

Kwi-2024 China Pelysilicon yoPhuculo lweShishini, ilungu leKomiti eSisileyo yeKomiti yeThumlo, uMongameli, kunye noMongameli weZinyithi ze-China ezingenakuthelekiswa nangoku i-Polysilicicon. kunesidingo. Ngenxa yamaxabiso awela ngaphantsi kweendleko zawo onke amashishini, ezinye iinkampani zihlehlise iishedyuli zazo zemveliso, ngokunyuka kwamanqanaba enqanaba eligxile kwisiqingatha sesibini sonyaka. Imveliso epheleleyo ye-Polysilicon yonyaka kulindeleke ukuba ibe ziitoni ezi-2 zezigidi. In 2024, the market should focus on the continuous cost reduction and quality improvement of polysilicon, the transfer of wafer production capacity, the expectation of oversupply, and the acceleration of industry layout adjustments.

Imakethi ye-wafer:Amaxabiso ahlala esixeliwe kule veki. Ngokutsho kwedatha ye-Sohu, imveliso ekhuselekileyo kuMeyi yayimalunga ne-60GW, kunye nokuhla kwenqanaba eliqikelelweyo ngoJuni kunye nendlela ebonakalayo yokuncipha kwempahla. Njengoko amaxabiso e-silicon ebonakalayo abazinzileyo, amaxabiso ane-wafe kulindeleke ukuba ahambe kancinci kancinci.

Icandelo lebhetri:Amaxabiso aqhubeka ukwehla kweli veki, kunye neebhetri ze-N-Chwetheza ukubona ithontsi le-5.4%. Kutshanje, abavelisi bebhetri sele beqalise ngokuthe ngcembe izicwangciso zemveliso, kunye neenkampani ezingena kwinqanaba le-inventri Inventri ekupheleni kwenyanga. Inzuzo yebhetri ye-PTE ye-PTET sele ifunyenwe kancinci, ngelixa iibhetri ze-N-Chwethethwa zithengiswa kwilahleko. Kukholelwa ukuba kunye nolwaziso lwangoku kwiNtengiso yeNtengiso yeNtengiso, umngcipheko wokufumana uluhlu lwebhetri luyanda. Amaxabiso okusebenza kulindeleke ukuba aqhubeke nokuhla kwe-Juni, kwaye amanye amaxabiso amaxabiso anokwenzeka.

Imodyuli yemodyuli:Amaxabiso abona ukuhla kancinci kule veki. Kwinkqubo yokufumana iNkqubo-nkqubo yakutshanje yiQela le-Beijing Iqela, ixabiso eliphantsi le-bid lalingu-0.76 RMB / W, ukuzoba ukhathalelo lweshishini. Nangona kunjalo, ngokokuqonda okunzulu ukusuka kwi-Sohu Pechvoltaic yeNethiwekhi ye-Photovoltaic, ePibistreram Potvoltaic iinkampani okwangoku zethemba lokuzinzisa amaxabiso entengiso kwaye uphephe ukubhida okungekho ngqiqweni. Umzekelo, ekuthengweni kwakutsha nje kweemodyuli ze-100MWstaic ze-100MW ngu-Shaanzi Coal kunye neNkampani yeShishini leShemical County, i-bids isuka kwi-0.82 ukuya kwi-0.826 RMB / W. Ngokubanzi, amaxabiso omzi-mveliso angoku akwi-lows yembali, kunye nendlela ecacileyo yokuhamba. Njengokufaka imfuno yokufakelwa kwe-Dowream, indawo yexabiso lasezantsi yeemodyuli lilinganiselwe.


IXESHA LOKUQALA: IJuni-03-2024