Kwanan nan, bayanai daga reshen masana'antar ƙarfe ta China Non-ferrous sun nuna cewa a wannan makon farashin wafers na silicon ya ragu, ciki har da matsakaicin farashin mu'amala na wafers na silicon monocrystal M6, M10, G12 bi da bi 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 DMC na silicon na halitta | Raka'a: yuan/ton
Farashin silicon na polycrystalline | Naúrar: yuan/ton
Reshen Masana'antar Silicon ya nuna cewa, dangane da wadata, kamfanoni masu matsayi na farko da kamfanoni masu sana'a sun sake rage yawan aiki; dangane da buƙata, gaba ɗaya tashar rage farashin sarkar masana'antu tana da jinkiri.
A cewar cibiyar sadarwa ta kayan aiki, a wannan makon, an rage yawan aikin kamfanonin fina-finan silicon guda biyu zuwa kashi 80% da 85%, kuma yawan aikin kamfanonin da aka haɗa ya kasance tsakanin kashi 70% zuwa 80%, kuma yawan aikin wasu kamfanoni ya ragu zuwa kashi 60% zuwa 70% tsakanin. An lura cewa a makon da ya gabata, reshen Silicon Industry bai sabunta farashin silicon wafer ba. Hukumar ta nuna cewa raguwar wannan makon ta haɗa da rage farashin makonni biyu da suka gabata, kuma tushen dalilin shine an rage farashin silicon. Idan aka yi la'akari da bayanan da ke sama daga PV Consulting da sauran cibiyoyi, matsakaicin farashin M10 da G12 wafers silicon a makon da ya gabata shine yuan 6.15/guda, yuan 8.1/guda, bi da bi.
A cewar kayan aiki, damuwar ɗan gajeren lokaci na kasuwar da ake da ita a yanzu game da buƙatar wutar lantarki ta lantarki ta fi fitowa ne daga: lokacin hunturu na arewa ya zo kuma yanayin annobar ƙasa ya shafi tsarin gina ayyukan wutar lantarki ta lantarki.
Duk da haka, a cikin kwanaki biyu da suka gabata, an sayi kayan silicon da ke ƙasa, kuma farashin silicon ya ci gaba da kasancewa cikin kwanciyar hankali.
Silikon Masana'antu: Jiya, farashin silikon masana'antu ya daidaita. A cewar bayanan SMM, ya zuwa ranar 20 ga Disamba, Gabashin China Adadin iskar oxygen 553#Silicon ya kasance 18400-18600 yuan/ton, ya ragu da yuan 50; iskar oxygen 553#silicon ya kasance 18800-19100 yuan/ton; 421#silicon a 19900-20000 yuan/ton, raguwar yuan 200; 521#silicon ya kasance 19600-19800 yuan/ton; 3303#silicon ya kasance 19900-20100 yuan/ton. A halin yanzu, samar da kayayyaki ya ci gaba da raguwa, kuma farashin wutar lantarki na Sichuan Sichuan a Yunnan ya karu, kuma an rage samar da kayayyaki. Yanayin hana zirga-zirgar ababen hawa ya ragu, kuma ana sa ran fitar da kayayyaki na Xinjiang zai karu. Bangaren masu amfani yana ci gaba da karuwa a karkashin jagorancin polysilicon. Tare da raguwar wadata da ƙaruwar amfani, rarar ta ragu, kuma tarin tarin kayan ya ragu. Duk da haka, jimlar kayan har yanzu suna da yawa. Farashin kwanan nan ya ragu. Ƙarar farashin samarwa a lokacin busasshen ruwan, kuma farashin da aka kiyasta zai daina faɗuwa a hankali ya daidaita.
Polysilicon: Daidaiton farashin polysilicon, bisa ga kididdigar SMM, farashin sake ciyar da polysilicon 270-280 yuan/kg; Polysilicon compact product 250-265 yuan/kg; Polysilicon cauliflower rate 230-250 yuan/kg, granular silicon 250-270 yuan/kg. Samar da polysilicon yana ci gaba da ƙaruwa, kuma sanya hannu kan oda yana da rauni yayin raguwar farashi. Idan aka yi la'akari da tarin silicon wafers da sauran hanyoyin haɗi, ana sa ran farashin polysilicon zai ci gaba da faɗuwa, amma buƙatar silicon masana'antu za ta ci gaba da ƙaruwa sosai saboda ƙaruwar samarwa.
Organosilicone: Farashin organosilicon ya ɗan canza kaɗan. A cewar kididdigar Zhuochuang Information, a ranar 20 ga Disamba, wasu masana'antun a Shandong sun bayar da DMC yuan 16700/ton, ƙasa da yuan 100; Sauran masana'antun suna ambaton yuan 17000-17500/ton. Kasuwar silicon na halitta ta ci gaba da yin sanyi, kasuwar tashar ba ta farfaɗo ba, masana'antun da ke ƙasa suna buƙatar siye kawai, kamfanoni da yawa sun daina samarwa don gyara ko aiki mara kyau, masana'antar gabaɗaya tana da ƙasa a yanzu, ƙarƙashin tallafin farashin samarwa, farashin ba shi da damar faɗuwa, a lokaci guda, kasuwar tashar tana shafar shi, farashin kuma bai isa ba, ana sa ran farkon silicon na halitta da farashin suna da ƙarfi, da wuya a sami manyan canje-canje.
Hukuncin Cinda Securities, yayin da farashin sarkar samar da wutar lantarki ta hanyar amfani ...
A cikin shekarar 2023 gaba daya, tare da rage farashin sarkar masana'antu, bunƙasar sabbin fasahohi da kuma yawan samar da kayayyaki a tsakiya, ana sa ran bukatar Turai ta Tsakiya za ta ci gaba da bunkasa cikin sauri, kuma ana sa ran bukatar Amurka za ta karu, kuma ana sa ran bukatar PV ta duniya za ta karu da kusan kashi 40%. A halin yanzu, kimanta kayan hade-hade, inverters, kayan taimako na tsakiya da sauran hanyoyin haɗi suna da matukar jan hankali, kuma tana da kyakkyawan fata game da karuwar bukatar photovoltaic a gida da waje a shekara mai zuwa.
Lokacin Saƙo: Disamba-28-2022