Ixabiso le-polysilicon liwele ngaphantsi kwe-200 yuan / kg, kwaye akungabazeki ukuba lingene kumjelo osezantsi.
Ngo-Matshi, imiyalelo yabavelisi beemodyuli yayigcwele, kwaye umthamo ofakiweyo weemodyuli uya kunyuka kancane ngo-Ephreli, kwaye umthamo ofakiweyo uya kuqala ukukhawuleza ngexesha lonyaka.
Ngokubhekiselele kwi-chain chain chain, ukunqongophala kwesanti ye-quartz ecocekileyo iyaqhubeka nokuqina, kwaye ixabiso liyaqhubeka nokunyuka, kwaye phezulu akunakwenzeka.Emva kokwehliswa kwexabiso lezinto ze-silicon, iinkampani ezikhokelayo ze-silicon kunye neenkampani ezinqamlezileyo zisengabona baxhamli abakhulu kwikhonkco loshishino lwe-photovoltaic kulo nyaka.
Amaxabiso ezinto zesilicon kunye neewafers zesilicon ziyaqhubeka nokutenxa ukukhawulezisa ngaxeshanye kokubhida kwicala lecandelo.
Ngokwesicatshulwa samva nje se-polysilicon yi-Shanghai Nonferrous Network ngo-Epreli 6, ixabiso eliqhelekileyo lokutya kwakhona i-polysilicon yi-206.5 yuan / kg;ixabiso eliqhelekileyo lepolysilicon izinto ezixineneyo yi 202.5 yuan/kg.Lo mjikelo wokuhla kwexabiso le-polysilicon waqala ekuqaleni kukaFebruwari, kwaye uye waqhubeka ukwehla ukususela ngoko.Namhlanje, ixabiso lezinto ezishinyeneyo zepolysilicon zehle ngokusemthethweni ngaphantsi kwe200 yuan/toni okokuqala ngqa.
Ukujonga imeko ye-silicon wafers, ixabiso le-silicon wafers alitshintshanga kakhulu kutshanje, elihluke kwixabiso lezinto ze-silicon.
Namhlanje i-Silicon Industry Branch ibhengeze amaxabiso e-silicon yamva nje, apho ixabiso eliqhelekileyo le-182mm/150μm yi-6.4 yuan / iqhekeza, kwaye ixabiso eliqhelekileyo le-210mm/150μm yi-8.2 yuan / iqhekeza, elifana nekoteyishini yeveki ephelileyo.Isizathu esichazwe yiSilicon Industry Branch kukuba ukunikezelwa kwee-silicon wafers kuqinile, kwaye ngokwemiqathango yemfuno, izinga lokukhula kweebhetri zohlobo lwe-N liye lancipha ngenxa yeengxaki kwi-debugging line line.
Ke ngoko, ngokwenkqubela phambili yokucaphula yamva nje, izinto zesilicon zingene ngokusemthethweni kumjelo osezantsi.Idatha yomthamo ofakiweyo ukusuka ngoJanuwari ukuya kuFebruwari kulo nyaka ugqithise kakhulu obekulindelekile, ngokunyuka konyaka-ngonyaka we-87.6%.Kwixesha lokuphumla lemveli kwikota yokuqala, akuzange kucothise.Ayizange icothe nje kuphela, iphinde yabetha irekhodi eliphezulu.Kunokuthiwa yenze isiqalo esihle.Ngoku ingenile ngo-Epreli, njengoko ixabiso lezinto ze-silicon liqhubeka nokuhla, ukuthunyelwa kwecandelo elisezantsi kunye nofakelo lwe-terminal Kwakhona ngokucacileyo kwaqala ukukhawulezisa.
Kwicala lecandelo, ibhidi yasekhaya ngoMatshi yayimalunga ne-31.6GW, ukwanda kwe-2.5GW inyanga nenyanga.Ibhidi eyongezelekayo kwiinyanga ezintathu zokuqala ibingama-63.2GW, ukwanda okongezelekayo malunga nama-30GW unyaka nonyaka.%, kuyaqondwa ukuba amandla okuvelisa isiseko kwiinkampani ezihamba phambili zisetyenziswe ngokupheleleyo ukususela ngo-Matshi, kwaye ishedyuli yokuvelisa iinkampani ezine eziphambili zecandelo, i-LONGi, i-JA Solar, i-Trina, ne-Jinko, iya kunyuka kancane.
Ngoko ke, i-Jianzhi Research ikholelwa ukuba ngokusisiseko ukuza kuthi ga ngoku, ukuthambekela kweshishini kuhambelana nokuqikelelwa, kwaye ngeli xesha ixabiso lezinto ze-silicon liwele ngaphantsi kwe-200 yuan / kg, oku kuthetha ukuba ukuhla kwayo kungenakunqandwa.Nokuba ezinye iinkampani zinethemba lokunyusa amaxabiso, Kukwanzima kakhulu, kuba uluhlu lwempahla nalo lukhulu.Ukongeza kwiifektri eziphezulu zepolysilicon, kukho nabadlali abaninzi abangena emva kwexesha.Ngokudityaniswa nokulindela ukwanda okukhulu kwisiqingatha sesibini sonyaka, iifektri zepolysilicon ezisezantsi zisenokungawamkeli ukuba zifuna ukunyusa amaxabiso.
Iingeniso ezikhutshwe zizinto zesilicon,Ngaba iya kutyiwa iphele zii-silicone wafers kunye neecrucibles?
Ngo-2022, umthamo omtsha ofakiweyo we-photovoltaics e-China uya kuba yi-87.41GW.Kuqikelelwa ukuba umthamo omtsha ofakiweyo we-photovoltaics e-China uya kuqikelelwa ngokuthembayo kwi-130GW kulo nyaka, kunye nezinga lokukhula malunga ne-50%.
Emva koko, kwinkqubo yokunciphisa ixabiso lezinto ze-silicon kunye nokukhulula ngokuthe ngcembe inzuzo, inzuzo iya kuhamba njani, kwaye ngaba iya kudliwa ngokupheleleyo yi-silicon wafer kunye ne-crucible?
Uphando lweJianzhi lukholelwa ukuba, ngokungafaniyo nengqikelelo yonyaka ophelileyo ukuba izinto zesilicon ziya kumpompoza kwiimodyuli kunye neeseli emva kokunqunyulwa kwexabiso, kulo nyaka, ngokunyuka okuqhubekayo kokunqongophala kwesanti yequartz, wonke umntu uye wanikela ingqalelo ngakumbi kwikhonkco le-silicon wafer, ngoko ke i-silicon. ii-wafers , I-Crucible, kunye nesanti ye-quartz ecocekileyo ibe ngamacandelo angundoqo kwi-photovoltaic industry kulo nyaka.
Ukunqongophala kwesanti ye-quartz ephezulu ecocekileyo iyaqhubeka nokuqina, ngoko ke ixabiso libuye likhuphuke ngokuphambene.Kuye kwathiwa ixabiso eliphezulu liye laphakama kwi-180,000 / ton, kodwa liyaqhubeka likhuphuka, kwaye linokunyuka kwi-240,000 / ton ekupheleni kuka-Epreli.Andikwazi ukuyeka.
Ngokufana nezinto ze-silicon zonyaka ophelileyo, xa ixabiso lesanti ye-quartz linyuka ngokungathandekiyo kulo nyaka kwaye kungekho siphelo emehlweni, ngokwendalo kuya kubakho amandla amakhulu okuqhuba i-silicon wafer kunye neenkampani ezibethelwa ukunyusa amaxabiso ngexesha lokunqongophala. ukuba zonke zidliwe, inzuzo ayiyi kukwanela, kodwa kwimeko apho ixabiso lesanti ephakathi kunye nengaphakathi liqhubeka nokunyuka, eyona nto ixhamliweyo isengamaqhekeza e-silicon kunye ne-crucibles.
Kakade ke, oku kufuneka kube kolwakhiwo.Ngokomzekelo, ngokunyuka kwexabiso lesanti ecocekileyo kunye ne-crucible yeenkampani ze-silicon wafer zesibini kunye neyesithathu, iindleko zabo ezingezona i-silicon ziya kunyuka ngokukhawuleza, okwenza kube nzima ukukhuphisana nabadlali abaphezulu.
Nangona kunjalo, ukongeza kwizinto ze-silicon kunye ne-silicon wafers, iiseli kunye neemodyuli kwi-chain chain chain nazo ziya kuzuza ekunciphiseni kwexabiso lezinto ze-silicon, kodwa izibonelelo zisenokungabi zikhulu njengoko bekulindelekile ngaphambili.
Kwiinkampani zamacandelo, nangona ixabiso langoku limalunga ne-1.7 yuan / W, linokukhuthaza ngokupheleleyo ukufakwa kwamazwe asekhaya nakwamanye amazwe, kwaye iindleko ziya kuncipha kunye nokunciphisa ixabiso lezinto ze-silicon.Nangona kunjalo, kunzima ukuthetha ukuba ixabiso eliphezulu le-quartz ye-quartz ecocekileyo inokunyuka kangakanani., iingeniso ezibaluleke kakhulu zisaza kutsalwa ziinkampani ezinqamlezileyo kunye nezikhokelayo zesilicon.
Ixesha lokuposa: Apr-10-2023