Posachedwapa, China Non-ferrous Metal Viwanda Association silikoni nthambi deta zikusonyeza kuti sabata ino mtengo wa pakachitsulo zopyapyala anali dera wosweka wosweka, kuphatikizapo M6, M10, G12 monocrystal pakachitsulo zopyapyala ndi transaction avareji mtengo motero anagwa kwa RMB 5.08/chidutswa, RMB 5.41/ chidutswa, RMB 7.25 / chidutswa, mlungu uliwonse kuchepa kwa 15.2%, 20%, 18,4%.
Organic silicon DMC mtengo |Mayunitsi: yuan/ton
Polycrystalline silikoni mtengo |Chigawo: yuan/ton
Nthambi ya Silicon Industry inanena kuti potengera kupezeka, makampani oyamba ndi mabizinesi aukadaulo achepetsanso kuchuluka kwa magwiridwe antchito;pakufunika, gawo lonse lotsitsa mitengo yamakampani ndi laulesi.
Malinga ndi maukonde azinthu, sabata ino, magwiridwe antchito amakampani awiri akutsogolo a silicon atsika mpaka 80% ndi 85%, kuchuluka kwamakampani ophatikizika kumakhalabe pakati pa 70% -80%, ndi kuchuluka kwa magwiridwe antchito. makampani ena amatsika mpaka 60% -70% pakati.Zadziwika kuti sabata yatha, Nthambi ya Silicon Industry sinasinthe mawu a silicon wafer.Bungweli linanena kuti kuchepa kwa sabata ino kunaphatikizapo kuchepetsa mtengo wa masabata awiri apitawo, ndipo chifukwa chake chinali chakuti mtengo wa silicon unachepetsedwa.Potengera zomwe zili pamwambapa kuchokera ku PV Consulting ndi mabungwe ena, mtengo wapakati wa M10 ndi G12 silicon wafers sabata yatha unali 6.15 yuan / chidutswa, 8.1 yuan / chidutswa, motsatana.
Malingana ndi zipangizo, nkhawa za nthawi yochepa ya msika wamakono wa photovoltaic zofunikira makamaka zimachokera: kumpoto kwa nyengo yozizira kwafika ndipo mliri wa dziko lonse wakhudza ntchito yomanga mapulojekiti a photovoltaic.Maganizo.
Komabe, m'masiku awiri apitawa, kutsika kwa zinthu za silicon kwangogulidwa kumene, ndipo mtengo wamtengo wa silicon wakhala wokhazikika.
Industrial Silicon: Dzulo, mitengo ya silicon yamakampani idakhazikika.Malinga ndi data ya SMM, kuyambira pa Disembala 20, East China Nambala ya Oxygen 553#Silicon inali 18400-18600 yuan/ton, kutsika yuan 50;mpweya 553#silicon anali 18800-19100 yuan/tani;421#silicon pa 19900-20000 yuan/tani, dontho la 200 yuan;521#silicon inali 19600-19800 yuan/tani;3303#silicon inali 19900-20100 yuan/tani.Pakadali pano, kupezeka kwazinthu kukupitilirabe kuchepa, ndipo mtengo wamagetsi wa Sichuan Sichuan ku Yunnan wakwezedwa, ndipo kupanga kwachepa.Kulepheretsa magalimoto kutsika, ndipo zotsatira za Xinjiang zikuyembekezeka kuwonjezeka.Mbali ya ogula ikupitiriza kuwonjezeka pansi pa galimoto ya polysilicon.Chifukwa cha kuchepa kwa zinthu komanso kuchuluka kwa magwiritsidwe ntchito, kuchuluka kwachulukirako, ndipo kuchuluka kwa laibulale yophatikizika kumachepetsedwa.Komabe, kuchuluka kwazinthu zonse kumakhalabe kwakukulu.Mtengo waposachedwa wafooketsedwa.Kuwonjezeka kwa ndalama zopangira pamadzi owuma, ndipo mtengo woyerekeza udzasiya kugwa ndikukhazikika.
Polysilicon: kukhazikika kwa mtengo wa polysilicon, malinga ndi ziwerengero za SMM, ndemanga ya polysilicon yodyetsanso 270-280 yuan/kg;Polysilicon yaying'ono zakuthupi 250-265 yuan/kg;Polysilicon kolifulawa zakuthupi mawu 230-250 yuan/kg, granular pakachitsulo 250-270 yuan/kg.Kupanga kwa polysilicon kukupitilirabe, ndipo kusaina kwamalamulo kumakhala kofooka pakutsika kwamitengo.Pankhani ya kudzikundikira kwa silicon wafers ndi maulalo ena, zikuyembekezeredwa kuti mtengo wa polysilicon upitilira kutsika, koma kufunikira kwa silicon yamakampani kudzakhalabe ndi kukula kwakukulu chifukwa chakuwonjezeka kwa kupanga.
Organosilicone: Mtengo wa organosilicon unasintha pang'ono.Malinga ndi ziwerengero za Zhuochuang Information, pa December 20, opanga ena ku Shandong anapereka DMC 16700 yuan/tani, kutsika yuan 100;Opanga ena amatchula 17000-17500 yuan/ton.Msika wa organic silicon ukupitilirabe kuzirala, msika wocheperako sunapezekenso, opanga kutsika amangofunika kugula, mabizinesi ambiri adayimitsa kupanga kukonza kapena kugwirira ntchito koyipa, makampani onse ndi otsika pakadali pano, mothandizidwa ndi ndalama zopangira, mtengo ulibe malo oti agwe, panthawi imodzimodziyo, akukhudzidwa ndi msika wotsiriza, mtengo umakhalanso wosakwanira, zimayembekezeredwa kuti chiyambi cha organic silicon ndi mtengo ndi wokhazikika, zovuta kukhala ndi kusinthasintha kwakukulu.
Cinda Securities chiweruzo, monga photovoltaic makampani unyolo kutsika mtengo mchitidwe momveka bwino, kufunika kwa photovoltaic anaika chaka chamawa chikuyembekezeka kupititsidwa patsogolo, yochepa amafuna nkhawa mbale ndi zotsatira zochepa.Gawo la projekiti yapakhomo ya Q4 yosatulutsidwa kapena idzamalizidwa chaka chamawa Q1, 2023Q1 misika yaku Europe ndi America kapena iwonetsa kuchira mwachangu pambuyo pa Khrisimasi, msika wapadziko lonse wa PV wa 2023Q1 kapena kuwonetsa nyengo yofooka.
M'chaka chonse cha 2023, ndikuchepetsa mtengo wamakampani ogulitsa mafakitale, kufalikira kwa matekinoloje atsopano komanso kuchuluka kwapakati pakupanga, kufunikira kwa Central Europe kukuyembekezeka kupitiliza kukula mwachangu, ndipo kufunikira kwa United States kukuyembekezeka kunyamula, ndipo kufunikira kwapadziko lonse kwa PV kukuyembekezeka kukula pafupifupi 40%.Pakalipano, kuwerengera kwa zigawo zophatikizika, ma inverters, zida zoyambira zothandizira ndi maulalo ena zimakhala ndi zokopa zamphamvu, ndipo ndikuyembekeza kukula kwakukulu kwa kufunikira kwa photovoltaic kunyumba ndi kunja chaka chamawa.
Nthawi yotumiza: Dec-28-2022