Sebtembar 4teedii, Laanta Silikoonta ee Ururka Warshadaha Biraha Aan-ferrous ee Shiinaha ayaa siidaayay qiimahii ugu dambeeyay ee wax kala iibsiga ee polysilicon-ga qoraxda.
Usbuucii la soo dhaafay:
Qalabka N-nooca: ¥39,000-44,000 halkii ton, celcelis ahaan ¥41,300 tan, ilaa 0.73% usbuuc-isbuucii.
N-nooca silikoon granular: ¥36,500-37,500 halkii ton, celceliska ¥37,300 tan, kor u kaca 1.63% usbuuc kasta.
Walxaha dib loo habeeyay: ¥35,000-39,000 halkii ton, celcelis ahaan ¥36,400 tan, ilaa 0.83% todobaadkiiba.
Walxaha cufan ee monocrystalline: ¥33,000-36,000 halkii ton, celcelis ahaan ¥34,500 halkii ton, ilaa 0.58% todobaadkiiba.
Walxaha tayo sare leh ee Monocrystalline: ¥30,000-33,000 halkii ton, celcelis ahaan ¥31,400 halkii ton, kor u kaca 0.64% todobaad kasta.
Marka la barbar dhigo qiimayaasha Agoosto 28, qiimaha alaabta silikon ayaa waxyar kor u kacay toddobaadkan. Suuqa alaabta silikon ayaa si tartiib tartiib ah u galaya wareeg cusub oo gorgortan qandaraas ah, laakiin guud ahaan mugga wax kala iibsiga ayaa weli ah mid deggan. Alaabooyinka qandaraasyada caadiga ah ayaa ugu horrayn N-nooca ama agab xirmo isku dhafan, oo leh P-nooca silikoon aan si caadi ah loo iibin si gaar ah, taasoo horseedaysa isbeddelka qiimaha. Intaa waxaa dheer, faa'iidada qiimaha silikoon granular awgeed, dalabka kala dambeynta xooggan iyo sahayda dhibco ciriiriga ah ayaa horseeday qiimo koror yar.
Marka loo eego jawaab-celinta shirkadaha la xidhiidha, 14 shirkadood ayaa weli ku jira dayactir ama ku shaqeynaya awood yar. In kasta oo qaar ka mid ah shirkadaha qalabka silikon ee sare iyo kuwa sare ay xoogaa dib u bilaabeen wax soo saarka, shirkadaha waaweyn ee hormuudka ka ah ayaan wali go'aamin waqtiyada dib u bilaabista. Xogtu waxay tusinaysaa in sahayda polysilicon-ka gudaha ee Agoosto ay ahayd ku dhawaad 129,700 tan, 6.01% hoos u dhac bishiiba mar ah, taasoo ku dhacaysa mid cusub sanadka. Ka dib kororka qiimaha waferka ee usbuucii hore, shirkadaha polysilicon waxay guud ahaan kor u qaadeen qiimahooda suuqyada hoose iyo kuwa mustaqbalka, laakiin qiyaasta wax kala iibsiga ayaa weli xaddidan, iyadoo qiimaha suuqu uu kor u kacay.
Raadinta kahor bisha Sebtembar, qaar ka mid ah shirkadaha alaabada silikon waxay qorsheynayaan inay kordhiyaan wax soo saarka ama dib u bilaabaan howlahooda, iyadoo awoodo cusub oo shirkadaha hormuudka ah si tartiib tartiib ah loo sii daayo. Maaddaama shirkado badan ay dib u bilaabayaan wax soo saarka, wax soo saarka polysilicon ayaa la filayaa inuu kordho 130,000-140,000 tan bisha Sebtembar, taasoo suurtogal ah inay kordhiso cadaadiska saadka suuqa. Iyada oo cadaadiska alaabada yar yar ee qaybta walxaha silikoon iyo taageerada qiimaha xooggan ee shirkadaha alaabta silikon, qiimaha muddada gaaban ayaa la filayaa inay arkaan koror yar.
Marka la eego wafer-yada, qiimuhu wuxuu arkay koror yar toddobaadkan. Waxaa xusid mudan, in kasta oo shirkadaha waaweyn ee wafer-ka ay kor u qaadeen qiimahooda usbuucii hore, soosaarayaasha baytariyada hoose wali ma aysan bilaabin iibsi baaxad leh, sidaa darteed qiimaha wax kala iibsiga dhabta ah ayaa wali u baahan indho-indheyn dheeraad ah. Marka la eego xagga saadka, wax soo saarka waferka bishii Agoosto waxa uu gaadhay 52.6 GW, ilaa 4.37% bishiiba. Si kastaba ha ahaatee, hoos u dhigista wax soo saarka ee laba shirkadood oo khaas ah iyo qaar ka mid ah ganacsiyada isku dhafan ee Sebtembar, wax soo saarka waferka ayaa la filayaa inuu hoos ugu dhaco 45-46 GW, hoos u dhac ku saabsan 14%. Marka alaabtu sii socoto inay hoos u dhacdo, dheelitirka dalabka saadka ayaa soo hagaagaya, isagoo bixinaya taageero qiimo.
Qaybta batteriga, qiimuhu wuxuu ahaa mid deggan toddobaadkan. Heerarka qiimaha hadda, qiimaha batteriga ayaa leh meel yar oo uu ku dhaco. Si kastaba ha ahaatee, la'aanta horumar la taaban karo ee baahida terminalka hoose, inta badan shirkadaha baytariyada, gaar ahaan kuwa soo saara baytariyada gaarka ah, ayaa wali la kulma hoos u dhac ku yimaada jadwalka wax soo saarka guud. Wax-soo-saarka baytarigu bishii Agoosto wuxuu ahaa ilaa 58 GW, Sebtembar wax-soo-saarka ayaa la filayaa inuu hoos ugu dhaco 52-53 GW, iyadoo ay suurtogal tahay inuu hoos u dhaco. Sida qiimaha kor u kaca uu u xasilo, suuqa batteriga ayaa laga yaabaa inuu arko xoogaa soo kabasho ah.
Waqtiga boostada: Sebtembar-06-2024