Izinto zesilika zawa ngaphantsi kwe-200 RMB okokuqala, kutheni le nto inqamlezeke iyingenelo?

Ixabiso lePolysilicon liwele ngaphantsi kwe-200 yuan / kg, kwaye alithandabuzeki elokuba lingene kwijelo elisezantsi.

Ngo-Matshi, ii-odolo zabavelisi beemodyuli zazigcwele, kwaye amandla okufakwa kweemodyuli aza kunyuka kancinane ngo-Epreli, kwaye umthamo ofakiweyo uya kuqala ukukhawulezisa apha enyakeni.

Ngokuphatheleleka kwi-chain yeshishini, ukunqongophala kwentlabathi ephezulu ye-quartz iyaqhubeka nokuqinisa, kwaye ixabiso liyaqhubeka nokunyuka, kwaye iphezulu ayilindelekanga. Emva kokuncitshiswa kwamaxabiso ezi-selicon, iinkampani ezikhokelayo ze-silicon ze-silicon ze-silicon ze-selicon ze-silicon ze-selicon kunye nezona zibangela abaxhamli bukhulu bomzi-mveliso weFotovoltaic kulo nyaka.

Amaxabiso ezinto zesilika kunye ne-selicon ye-silicon ye-selicon iyaqhubeka nokuphambuka isantya sokwenza into yokuthengisa kwindawo yecandelo

Ngokutsho kwekowuti yamva nje ye-Polysililicicon ngu-Shanghai Newnerfer Network nge-6, iXesha eliPhezulu lePolysilicicon iphinde yenziwa ngo-206.5 yuan / kg; Ixabiso eliphakathi lezinto ze-Polysilicicon Debse i-202.5 yuan / kg. Lo mjikelo we-Polysilicicicicon yexabiso lokwehla ekuqaleni kukaFebruwari, kwaye uqhubekile ukwehla ukusukela ngoko. Namhlanje, ixabiso lezinto zePolysilicicon Denese ngokusesikweni yawa phantsi kwe-200 yuar / ton yokuqala okokuqala.

Inzuzo ngakumbi1Ukujonga imeko ye-silicon ye-sefur, ixabiso le-silicon ye-sefirs ayitshintshanga kutshanje, eyahlukileyo kwixabiso lezilwanyana zaseSilityoon.

Namhlanje isebe leSlicon libhengeze amaxabiso asesikishini e-selicon, apho i-102mm / 150 μm ngu-210mm / i-Yuanm / i-Yuan / i-Guan / i-Yuan / efana nekowuti yokugqibela yeveki. Isizathu esichazwe liCandelo leShishini leSilicon kukuba ukuhanjiswa kwe-silicon ye-sefur kuqinile, kwaye malunga nemfuno, iqondo lokukhula kweebhetri ze-NTeed linciphile ngenxa yeengxaki zokulungisa ukulungisa ingxaki.

Ke ngoko, ngokwenkqubela phambili yovavanyo lwamva nje, izixhobo ze-silicon zingene ngokusemthethweni kwijelo lasekhohlo. Idatha efakiweyo ukusuka kuJanuwari ukuya kuFebruwari kulo nyaka kulo nyaka udlule kakhulu kulindelo olugqithisileyo, unyaka weminyaka engama-87.6%. Ngexesha lemveli lemveli lekota yokuqala, yayingacothanga. Ayisiyiyo kwaphela ayicothanga, ikwabetha irekhodi eliphakamileyo. Kungatsho ukuba wenze isiqalo esihle. Ngoku ekubeni ingene ngo-Epreli, njengoko ixabiso le-silicon mali liyaqhubeka nokuwa, ukutshitshiswa kwecandelo kunye nokufakelwa kwesiphelo kunye nesiphelo semiziselo ngokucacileyo kwaqala ukukhawuleza.

Inzuzo ngakumbi2Kwicala lecandelo, ukubhida ekhaya ngo-Matshi kwakumalunga ne-31.6GW, ukwanda kwe-2.5GW inyanga yenyanga-inyanga. Ukubhiyozela ibhiya kwiinyanga ezintathu zokuqala yayingama-63.2GW, ukunyuka okukhula minyaka le malunga ne-30Gw ngonyaka. %, kuyaqondakala ukuba amandla okuvelisa esisiseko eenkampani ezikhokelayo asetyenziswe ngokupheleleyo ukusukela ngo-Matshi, kunye noShedyuli wemveliso yezihloko ezine ezikhokelayo, i-Tayo, eTrina, iya kunyuka kancinane.

Ke ngoko, uphando lukaJianzhi ukholelwa ukuba ngokusisiseko ukuza kuthi ga ngoku, imeko yemveliso ihambelana noqikelelo, kwaye ngeli xesha ixabiso lezilwanyana eziwela ngaphantsi kwe-200 yuan / kg, ekwathetha ukuba imeko yayo iphantsi ayinakwenzeka. Nokuba ezinye iinkampani zinethemba lokuphakamisa amaxabiso, kubunzima ngakumbi, kuba uluhlu lweempahla lukhulu. Ukongeza kwiifektri zePolysilicon, kukho nabadlali abaninzi bokungena emva kwexesha. Ukudityaniswa nolindelo lokwanda okukhulu kwesiqingatha sesibini sonyaka, iifenitshala zasePooliam Polysilicon azisamkeli ukuba bafuna ukunyusa amaxabiso.

Inzuzo ekhutshwa zizixhobo ze-silicon,Ngaba iya kutyiwa yi-silicon ye-silicon ye-silicon kunye neembethe?

Ngo-2022, indawo entsha efakiweyo yeefotovoltaics e-China iya kuba yi-87.41gw. Kuqikelelwa ukuba ubungakanani obutsha obufakwe kwiifotovoltaics e-China ziya kuqikelelwa nge-130gw kulo nyaka, kunye nenqanaba lokukhula phantse i-50%.

Ke, kwinkqubo yokunciphisa ixabiso lezixhobo ze-silicon kwaye ngokuthe ngcembe ukukhulula inzuzo, iya kuphinda idliwe njani ngokupheleleyo yi-silicon wafer kunye nembethekile?

Uphando lukaJianzhi ukholelwa oko, ngokungafaniyo noqikelelo lonyaka ophelileyo ukuba izixhobo ze-silicon ziya kuhamba ziye kwiimodyuli kunye nonyaka emva kokunyuka kwamaxabiso, wonke umntu uhlawule ngakumbi kwikhonkco le-silicon wafer, ke i-silicon I-WEBS, i-SHEADE, kunye neSand ye-Rallz ePhezulu ye-Rallz sele ingaba lelona shishini liphambili lomzi mveliso wefotovoltaic kulo nyaka.

Ukunqongophala kwenkungu ecocekileyo ye-quartz ephakamileyo kuyaqhubeka nokuqina, ukuze ixabiso likhula ngokukhohlakeleyo. Kutshiwo ukuba eli xabiso liphezulu liye linyukele kwi-180,000 / ton, kodwa lisanyuka, kwaye linokuphakama ukuya kwi-240,000 / ngetoni ekupheleni kuka-Epreli. Awunakuyeka.

I-Analogous ukuya kwizilwanyana zaseSilicon kunyaka ophelileyo, xa ixabiso le-quartz linyuka lingaqhelekanga kulo nyaka kwaye akukho siphelo sisekuphepheni iinkampani ze-silicon ze-silicon ze-silicon ze-silicon zenza amaxabiso, kunjalo Ukuba zonke zityiwa, inzuzo ayizukwanela, kodwa kwimeko apho ixabiso lentengo eliphakathi neliphakathi lesanti liyaqhubeka, eyona nto ixhamle isenziwa yi-silicon ye-sifur kunye neembethe

Ewe kunjalo, oku kufuneka kwenzeke ngokwasekwe. Umzekelo, ngokunyuka kwamaxabiso entlabathi ephezulu kunye ne-slicon ye-silicon ye-Silicon ye-Silicon ye-Silice, iindleko zazo ze-Silicon ziya kunyuka kabuhlungu, zenze kube nzima ukukhuphisana nabadlali abaphambili.

Nangona kunjalo, ukongeza kwizixhobo zesilika kunye neeseli zeSilicon, iiseli kunye neemodyuli kwikhonkco eziphambili zeshishini ziya kuxhamla ekunciphiseni kwamaxabiso kwizinto ze-silicon, kodwa izibonelelo zisenokungabi kakhulu njengokuba bekulindelwe njengabangaphambili.

Kwiinkampani zecandelo, nangona ixabiso langoku limalunga ne-1.7 Yuan / W, inokukhuthaza ngokufakelwa kokufakwa kwamazwe asekhaya nawasemzini, kwaye iindleko ziya kuncipha ngokuncitshiswa kwamaxabiso. Nangona kunjalo, kunzima ukuyithetha ukuba liphezulu kangakanani ixabiso lexabiso eliphezulu le-quartz encomekayo. , ke ingeniso ebaluleke kakhulu izakuyiswa ziinkampani ezithe nkqi nez.


IXESHA LOKUQALA: APR-10 ukuya kwi-1023