Kwanan nan, China Non-ferrous Metal Industry Association silicon reshen bayanai sun nuna cewa a wannan makon farashin silikon wafers ya kasance raguwar da'ira, ciki har da M6, M10, G12 monocrystal silicon wafers matsakaicin farashin ciniki ya faɗi zuwa RMB 5.08 / yanki, RMB 5.41/ yanki, RMB 7.25 / yanki, raguwar mako-mako na 15.2%, 20%, 18.4%.
Farashin Silicon DMC | Raka'a: yuan/ton
Farashin Silicon Polycrystalline |Unit: yuan/ton
Reshen Masana'antar Silicon ya yi nuni da cewa, ta fuskar samar da kayayyaki, kamfanoni masu zaman kansu da kamfanoni masu sana'a sun sake rage yawan aiki;dangane da buƙatu, gabaɗayan tashar rage farashin sarkar masana'antu ta yi kasala.
Dangane da hanyar sadarwa ta kayan, a wannan makon, an rage yawan aiki na kamfanonin fina-finai na silicon biyu na gaba zuwa 80% da 85%, yawan ayyukan kamfanonin da aka haɗa ya kasance tsakanin 70% -80%, da ƙimar aiki na sauran kamfanoni sun ragu zuwa 60% -70% tsakanin.An lura cewa a makon da ya gabata, Reshen Masana'antar Silicon bai sabunta zancen wafer na silicon ba.Hukumar ta yi nuni da cewa raguwar da aka samu a wannan makon ya hada da rage farashin da aka yi makwanni biyu da suka gabata, kuma dalilin da ya sa aka samu raguwar farashin kayan siliki.Yin la'akari da bayanan da ke sama daga PV Consulting da sauran cibiyoyi, matsakaicin farashin siliki na M10 da G12 a makon da ya gabata ya kasance yuan 6.15 / yanki, yuan 8.1, bi da bi.
Bisa ga kayan aiki, damuwa na gajeren lokaci na kasuwa na yanzu don buƙatun hoto ya fito ne daga: arewacin hunturu ya isa kuma yanayin annoba na kasa ya shafi aikin gine-gine na ayyukan photovoltaic.Hankali.
Koyaya, a cikin kwanaki biyu da suka gabata, an sayi ƙasan kayan siliki, kuma farashin siliki ya sami kwanciyar hankali.
Silicon Masana'antu: Jiya, farashin siliki na masana'antu sun daidaita.Bisa kididdigar da SMM ta yi, ya zuwa ranar 20 ga Disamba, yawan iskar Oxygen 553#Silicon na gabashin kasar Sin ya kasance 18400-18600 yuan/ton, ya ragu da yuan 50;oxygen 553 # siliki ya kasance 18800-19100 yuan/ton;421 # siliki a 19900-20000 yuan/ton, digon yuan 200;521 # siliki ya kasance 19600-19800 yuan/ton;3303 # siliki ya kasance 19900-20100 yuan/ton.A halin yanzu, ana ci gaba da samun raguwar wadatar kayayyaki, kuma an kara farashin wutar lantarki na lardin Sichuan na lardin Yunnan, da rage yawan samar da kayayyaki.Halin da ake ciki na hana zirga-zirgar ababen hawa ya samu sauki, kuma ana sa ran fitar da jihar Xinjiang zai karu.Bangaren mabukaci yana ci gaba da karuwa a ƙarƙashin tuƙin polysilicon.Tare da raguwar wadatawa da ƙara yawan amfani, rarar ta sami sauƙi, kuma an sami sauƙi tarin tarin ɗakin karatu.Duk da haka, jigon kayan gabaɗaya har yanzu yana da girma.Farashin kwanan nan ya ragu.Haɓaka farashin samarwa a lokacin busasshen ruwa, da kiyasin farashin sannu a hankali zai daina faɗuwa kuma ya daidaita.
Polysilicon: kwanciyar hankali farashin polysilicon, bisa ga kididdigar SMM, ƙimar sake ciyar da polysilicon 270-280 yuan/kg;Polysilicon m abu 250-265 yuan / kg;Fassarar kayan farin kabeji na Polysilicon 230-250 yuan/kg, silicon granular 250-270 yuan/kg.Samar da polysilicon yana ci gaba da karuwa, kuma sanya hannu kan umarni yana da rauni yayin raguwar farashin.Dangane da tarin tarin siliki da sauran hanyoyin haɗin gwiwa, ana sa ran cewa farashin polysilicon zai ci gaba da faɗuwa, amma buƙatar siliki na masana'antu zai ci gaba da haɓaka ƙimar girma saboda haɓakar samarwa.
Organosilicon: Farashin organosilicon ya ɗan bambanta.Bisa kididdigar da Zhuochuang Information ta fitar, a ranar 20 ga Disamba, wasu masana'antun a Shandong sun ba da DMC yuan / ton 16700, rage yuan 100;Sauran masana'antun sun faɗi 17000-17500 yuan/ton.Kasuwar siliki ta kwayoyin halitta ta ci gaba da yin sanyi, kasuwar tashar tashar ba ta dawo ba, masana'antun ƙasa kawai suna buƙatar siye, kamfanoni da yawa sun dakatar da samarwa don kulawa ko aiki mara kyau, masana'antar gabaɗaya ta ragu a halin yanzu, ƙarƙashin tallafin farashin samarwa, Farashin ba shi da dakin da za a fadowa, a lokaci guda, kasuwar tashar tashar ta shafi, farashin kuma bai isa ba, ana sa ran farawar siliki na kwayoyin halitta da farashin sun kasance barga, da wuya a sami manyan canje-canje.
Hukuncin Cinda Securities, yayin da farashin sarkar masana'antar photovoltaic ya ragu sosai, ana sa ran za a haɓaka buƙatun buƙatun hoto da aka shigar a shekara mai zuwa, damuwa na ɗan gajeren lokaci akan farantin yana da ƙarancin tasiri.Sashe na cikin gida uninstalled Q4 aikin ko za a kammala a cikin shekara mai zuwa Q1, 2023Q1 Turai da kuma Amurka kasuwanni ko zai nuna da sauri dawo da bukatar bayan Kirsimeti, 2023Q1 duniya PV kasuwar ko zai nuna rauni kakar.
A cikin dukkan shekarar 2023, tare da rage farashin sarkar masana'antu, ci gaban sabbin fasahohi da yawan samar da kayayyaki, ana sa ran bukatar tsakiyar Turai za ta ci gaba da girma cikin sauri, kuma ana sa ran bukatar Amurka za ta ci gaba. karba, kuma ana tsammanin buƙatun duniya na PV zai haɓaka da kusan 40%.A halin yanzu, kimantawar abubuwan haɗin gwiwa, inverters, ainihin kayan taimako da sauran hanyoyin haɗin gwiwa yana da jan hankali mai ƙarfi, kuma yana da kyakkyawan fata game da babban haɓakar buƙatun photovoltaic a gida da waje a shekara mai zuwa.
Lokacin aikawa: Dec-28-2022