Ngomhla wesi-4 kuSeptemba, iSilicon yeSebe leSilicon yeSilicon yeSilicon yeSilicon ye-China Nonferrous Metals Industry Association yakhupha amaxabiso entengiselwano yamva nje ye-solar-grade polysilicon.
Kwiveki ephelileyo:
Izinto zodidi lwe-N: ¥39,000-44,000 ngetoni nganye, i-avareji ¥41,300 ngetoni nganye, inyuke nge-0.73% ngeveki-evekini.
I-silicon yegranular yohlobo lwe-N: ¥36,500-37,500 ngetoni nganye, i-avareji ¥37,300 ngetoni, inyuke nge-1.63% ngeveki-ngeveki.
Imathiriyeli ehlaziyiweyo: ¥35,000-39,000 ngetoni nganye, i-avareji ¥36,400 ngetoni nganye, inyuke nge-0.83% iveki neveki.
Imathiriyeli eshinyeneyo yeMonocrystalline: ¥33,000-36,000 ngetoni nganye, i-avareji ¥34,500 ngetoni nganye, inyuke nge-0.58% ngeveki-ngeveki.
Imathiriyeli ye-cauliflower ye-Monocrystalline: ¥30,000-33,000 ngetoni nganye, i-avareji ¥31,400 ngetoni nganye, inyuke nge-0.64% ngeveki-ngeveki.
Xa kuthelekiswa namaxabiso ngo-Agasti 28, amaxabiso ezinto zesilicon anyuke kancinci kule veki. Imarike yezinto zesilicon ngokuthe ngcembe ingena kumjikelo omtsha wothethathethwano lwekhontrakthi, kodwa umthamo wentengiselwano iyonke uhlala uzinzile. Iimveliso zekhontrakthi ezingundoqo ngokuyintloko luhlobo lwe-N okanye izixhobo ezixubeneyo zepakethe, kunye nezixhobo ze-silicon zohlobo lwe-P aziqhelekanga ukuthengiswa ngokwahlukeneyo, okukhokelela ekunyukeni kwamaxabiso. Ukongeza, ngenxa yenzuzo yexabiso le-silicon yegranular, imfuno yomyalelo oqinileyo kunye nonikezelo lwamabala aqinileyo lukhokelele ekwenyukeni kwexabiso okuncinci.
Ngokwengxelo evela kumashishini anxulumeneyo, iinkampani ezili-14 zisalungiswa okanye zisebenza ngomthamo ophantsi. Nangona ezinye iinkampani ze-silicon ezikwinqanaba lesibini kunye nenqanaba lesithathu ziye zaphinda zaqalisa imveliso, amashishini amakhulu aphambili akukabikho bungqina bamaxesha awo okuqalisa kwakhona. Idatha ibonisa ukuba ukunikezelwa kwepolysilicon yasekhaya ngo-Agasti yayimalunga neetoni ze-129,700, i-6.01% iyancipha inyanga nenyanga, ibetha i-low low unyaka. Ukulandela ukonyuka kwamaxabiso e-wafer kwiveki ephelileyo, iinkampani zepolysilicon ziphakamise iikowuti zazo kwiimarike ezisezantsi kunye nezekamva, kodwa amanani entengiselwano ahlala elinganiselwe, kunye namaxabiso entengiso enyuka kancinci.
Ukujonga phambili ukuya kuSeptemba, ezinye iinkampani zezinto ze-silicon ziceba ukwandisa imveliso okanye ukuqalisa ukusebenza kwakhona, kunye namandla amatsha aphuma kwiinkampani ezikhokelayo ngokuthe ngcembe akhululwa. Njengoko iinkampani ezininzi ziqala kwakhona imveliso, imveliso yepolysilicon kulindeleke ukuba inyuke iye kwi-130,000-140,000 yeetoni ngoSeptemba, okunokwandisa uxinzelelo lokubonelela ngeemarike. Ngoxinzelelo oluphantsi lwe-inventory kwicandelo lezinto ze-silicon kunye nenkxaso yexabiso elomeleleyo evela kwiinkampani zezinto ze-silicon, amaxabiso exeshana elifutshane kulindeleke ukuba abone ukunyuka okuncinci.
Ngokubhekiselele kwii-wafers, amaxabiso abone ukunyuka okuncinci kule veki. Ngokucacileyo, ngaphandle kweenkampani ezinkulu ze-wafer ziphakamisa iikowuti zazo kwiveki ephelileyo, abavelisi bebhetri abasezantsi abakaqalisi ukuthenga izinto ezinkulu, ke amaxabiso entengiselwano okwenene asafuna ukuqwalaselwa ngakumbi. Ukubonelela ngobulumko, ukuveliswa kwe-wafer ngo-Agasti kufikelele kwi-52.6 GW, ukuya kwi-4.37% ngenyanga-ngenyanga. Nangona kunjalo, ngenxa yokucuthwa kwemveliso kwiinkampani ezimbini ezikhethekileyo kunye namashishini athile adibeneyo ngoSeptemba, ukuphuma kwe-wafer kulindeleke ukuba kwehle ukuya kwi-45-46 GW, ukuhla nge-14%. Njengoko uluhlu lwempahla luqhubeka nokuncipha, ibhalansi yemfuno yokubonelela iyaphucuka, ibonelela ngenkxaso yexabiso.
Kwicandelo lebhetri, amaxabiso ahlala ezinzile kule veki. Kumanqanaba exabiso langoku, amaxabiso ebhetri anendawo encinci yokuwa. Nangona kunjalo, ngenxa yokunqongophala kophuculo olubalulekileyo kwimfuno yesiphelo sendlela esezantsi, uninzi lweenkampani zeebhetri, ngakumbi abavelisi beebhetri ezikhethekileyo, basafumana ukwehla kucwangciso lwemveliso. Imveliso yebhetri ngo-Agasti yayijikeleze i-58 GW, kwaye imveliso kaSeptemba kulindeleke ukuba yehle ukuya kwi-52-53 GW, kunye nokwenzeka kokuhla ngakumbi. Njengoko amaxabiso aphezulu ezinza, imakethi yebhetri inokubona inqanaba elithile lokuchacha.
Ixesha lokuposa: Sep-06-2024