Qiimaha hoos u dhaca sheyga N-Tyl Silicon mar labaad! 17 shirkadood ayaa ku dhawaaqay qorshayaal dayactir ah

Bishii Meey 29, laanta warshadaha silikoon ee Shiinaha ee Ururka Wershadaha ee Shiinaha ee Shiinaha ayaa siidaayay qiimaha macaamil ganacsi ee ugu dambeeyay ee polsilicicon-ka lagu buufiyo?

Toddobaadkii la soo dhaafay:

N-Nooca sheyga:Qiimaha macaamilku waa 40,000-43,000 rmb / ton, oo celcelis ahaan ah 41,800 RMB / ton, hoos, hoos u dhac 2.79% usbuuc-usbuuc-todobaadkan.
N-Nooca Granralar Silicon:Qiimaha macaamil ee 37,000-39,000 rmb / ton, oo celcelis ahaan ah 37,500 RMB / ton, todobaad usbuuc-isbuuc ah.
Qalabka dib-u-quudinta Monocrystalline:Qiimaha macaamil ee 36,000-41,000 rmb / tan, oo celcelis ahaan ah 38,600 RMB / ton, todobaad usbuuc-usbuuc-isbadal ah.
Qalabka cufan ee Monocrystallene:Qiimaha macaamil ee 34,000-39,000 rmb / tan, oo celcelis ahaan ah 37,300 RMB / ton, isbuucyo isbuuc-todobaad ah.
Qalabka tayada ee Monocrystalline:Qiimaha macaamil ganacsi ee 31,000-36,000 RMB / Ton, oo celcelis ahaan ah 33,700 RMB / TON, todobaad usbuuc-isbuucee.
Marka la barbar dhigo qiimayaasha bishii Meey 22,, qiimaha isbuucaan ee walaxda silicon waxyar ayaa hoos u dhacay. Celceliska qiimaha macaamil ee xawaaladda n-nooca Rod silicon ayaa hoos u dhacday 41,800 RMB / Ton, oo ah usbuuc-usbuuc-usbuuc-usbuuc-usbuuc-toddobaad ah 2.79%. Qiimaha loogu talagalay N-Nooca Granular Silicon iyo walxaha nooca p-nooca ah ayaa xasilloon.

Sida uu sheegayo shabakadda Photovoltaic ee Sohu, mugga amarrada suuqa silikoon ee suuqa ayaa sii waday inuu caajis yahay toddobaadkan, ugu horrayn ka kooban amarro yaryar. Jawaab-celinta shirkadaha ku habboon waxay muujineysaa in laga jawaabayo qiimaha suuqa ee hadda jira, inta badan shirkadaha qaddarka silicon ah waxay qaadayaan istiraatiijiyad lagu celinayo alaabada iyo dayactirka jagooyinka qiimeynta shirkadda. Dhamaadka Maajo, ugu yaraan sagaal shirkadood, oo ay ku jiraan afar hoggaamiyeyaal hogaamineed, ayaa sameeyay xiritaanka xidhitaanka dayactirka. Heerka koritaanka ee alaabada silicon wax si weyn ayey u gaabisay, iyadoo lagu qiyaasey in wax soo saarka laga soo qaadayo qiyaastii 180,000 tan iyo heerar alaabada oo ay xasilloon tahay 280,000-300,000 tan. Laga bilaabo bisha Juun, dhammaan shirkadaha qaddarka silicon waxay qorsheynayaan ama ay horay u bilaabeen dayactirka, taas oo la rajeynayo inay horumariyaan suuqa suuqa iyo baahida loo qabo mustaqbalka dhow.

Wadahadalkii ugu dambeeyay ee Horumarinta Polsilikon ee 2024 ee Dabadeed ee Rolsililiikon, Dulsaarka Duan, oo xubin ka ah guddiga is-dhexgalka ee guddiga warfaafinta, iyo Xoghayaha Guud ee Ururka Worth Monshats, ayaa sheegay in kororka hadda ka dhacay saadka polsilicicon si weyn u weyn ka badan baahida. Sababo la xiriira qiimayaasha ka hooseeya kharashaadka lacageed ee dhammaan shirkadaha shirkadaha, shirkadaha qaar ayaa dib loo dhigay jadwalkooda wax soo saarka, iyadoo kordhinta awooda inta badan ay xoojinayaan qeybtii labaad ee sanadka. Isugeynta wax soo saarka polysilikon ee sanadka ee sanadka ayaa la filayaa inuu noqdo 2 milyan oo tan. Sanadkii 2024, suuqa waa inuu diirada saaraa qiimaha joogtada ah iyo hagaajinta tayada ee polsilikon, wareejinta awoodda waxsoosaarka, filashada wax laga filayo, iyo dardargelinta isku-habeynta qaabeynta warshadaha.

Suuqa Waarfer:Qiimayaashu waxay xasilloon yihiin toddobaadkan. Sida laga soo xigtay xog-tashiga SOA, wax soo saarka lufeedka ee May waxay ahayd qiyaastii 60GW, iyadoo hoos u dhac ku yimid soosaarka soosaarka bisha Juun iyo isbeddel la dareemi karo oo yareynta alaabada. Sida qiimaha hadda ee loo yaqaan 'Silicon' ee 'silicon' ee hadda xasiliso, qiimaha hafer ayaa sidoo kale laga filayaa inay si tartiib tartiib ah uga baxaan.

Qaybta batteriga:Qiimayaashu waxay sii wadeen inay diidaan isbuucaan, iyadoo ay jirto baytariyada n nooca n-nooca arkaan dhibco ugu badnaan 5.4%. Dhawaan, soosaarayaasha batteriga ayaa bilaabmay inay si tartiib tartiib ah u yareeyaan qorshayaasha waxsoosaarka, shirkadaha qaar ee galaya marxaladda dib-u-eegista alaabada dhammaadka bisha. Faa'iidada loo yaqaan 'p-prate batari' waxyar ayaa laga soo kabsaday, halka baytariyada n lagu iibiyo khasaare. Waxaa la rumeysan yahay in ay ku jirto suuqa suuqa ee hadda socda ee u baahan isbeddelada, halista ah ee ururinta alaabada batteriga ay sii kordhayaan. Heerarka hawlgalka ayaa la filayaa inay sii wadaan inay yaraadaan bisha Juun, dhibcaha korna waa suurtogal.

Qeybta Module:Qiimayaashu waxay arkeen hoos u dhac yar toddobaadkan. Soo iibsiga qaab dhismeedka ee dhawaan ee kooxda Tamarta Beijing ee Beijing Energy, qiimaha ugu hooseeya wuxuu ahaa 0.76 RMB / W, oo sawirro warshadeed baahsan. Si kastaba ha noqotee, sida ku xusan faham qoto dheer oo ka socda shabakadda Photovoltaic shabakadda ee Sohu, shirkadaha sawir qaadista ee guud ayaa hada rajeynaya inay xasiliyaan qiimaha suuqa oo ay ka fogaadaan soo-dejinta aan macquul ahayn. Tusaale ahaan, soo iibsigii ugu dambeeyay ee sawirrada 100MWWW ee ah shirkadda korantada ee Shaacaan iyo Kiimikada ee Shaadiga Gobolka Xiax, ayaa u dhexeeya 0.82 ilaa 0.86 RMB / W, celcelis ahaan 0.8374 RMB / W. Isku soo wada duuboo, qiimaha warshadaha hadda jira ayaa ah hoos u dhac taariikhi ah, oo leh isbeddel muuqda oo muuqda. Sida loo baahan yahay rakibaadda hoos udhaca, qiimaha hoose ee hoose ee cutubyada ayaa xadidan.


Waqtiga Post: Jun-03-2024