I kēia mau lā, hōʻike ʻo Kina Non-ferrous Metal Industry Association lālā silika ʻikepili i kēia pule ke kumu kūʻai o nā wafers silicon he hoʻohaʻahaʻa kaapuni, me M6, M10, G12 monocrystal silicon wafers transaction average price i hāʻule i RMB 5.08/piece, RMB 5.41/piece, RMB 7.25/piece, RMB 7.25/piece, weekly decline of 12%.
Kumukūʻai DMC silikona organik | Nā ʻāpana: yuan/ton
Kumukūʻai silika polycrystalline | Huina: yuan/ton
Ua hōʻike ka Silicon Industry Branch e pili ana i ka hoʻolako ʻana, ua hoʻemi hou nā ʻoihana mua a me nā ʻoihana ʻoihana i ka helu hana; ma ke ʻano o ka noi, ua lohi ka pahu hoʻemi o ke kumukūʻai kaulahao holoʻokoʻa.
Wahi a ka pūnaewele waiwai, i kēia pule, ua hoʻemi ʻia ka helu hana o nā ʻoihana kiʻiʻoniʻoni mua ʻelua i 80% a me 85%, e mau ana ka helu hana o nā ʻoihana hoʻohui ma waena o 70% -80%, a hāʻule ka helu hana o nā ʻoihana ʻē aʻe i 60% -70% ma waena. Ua ʻike ʻia ʻo ka pule i hala aku nei, ʻaʻole i hoʻonui ka Silicon Industry Branch i ka huaʻōlelo wafer silicon. Ua hōʻike ka ʻoihana i ka emi ʻana o kēia pule me ka hoʻemi ʻana i ke kumukūʻai o nā pule ʻelua i hala, a ʻo ke kumu o ka emi ʻana o ke kumukūʻai o nā mea silika. Ma ka hoʻoholo ʻana mai ka ʻikepili o ka ʻikepili i luna mai PV Consulting a me nā ʻoihana ʻē aʻe, ʻo ke kumu kūʻai maʻamau o M10 a me G12 silicon wafers i ka pule i hala he 6.15 yuan/piece, 8.1 yuan/piece.
Wahi a nā kumuwaiwai, ʻo nā hopohopo pōkole o ka mākeke o kēia manawa no ka noi photovoltaic mai ka: ua hiki mai ka hoʻoilo ʻākau a ua hoʻopilikia ke kūlana maʻi maʻi i ke kaʻina hana o nā papahana photovoltaic. Noʻonoʻo.
Eia naʻe, i nā lā ʻelua i hala iho nei, ua kūʻai ʻia ka lalo o ka mea silika, a ʻo ke kumu kūʻai o ke kumu kūʻai silika ua paʻa mau.
ʻOihana Silikona: I nehinei, ua hoʻopaʻa ʻia nā kumukūʻai silika ʻoihana. Wahi a ka ʻikepili SMM, mai ka lā 20 o Dekemaba, ʻo Kina Hikina He helu o Oxygen 553#Silicon he 18400-18600 yuan/ton, iho 50 yuan; ʻO ka oxygen 553#silikona he 18800-19100 yuan/ton; 421#silicon ma 19900-20000 yuan/ton, he kulu o 200 yuan; ʻO 521#silicon he 19600-19800 yuan/ton; ʻO 3303#silicon he 19900-20100 yuan/ton. I kēia manawa, hoʻomau ka hāʻawi ʻana o ka lako, a ua hoʻonui ʻia ke kumukūʻai uila o Sichuan Sichuan ma Yunnan, a ua hoʻemi ʻia ka hana. Ua maʻalahi ke kūlana kaʻa kaʻa, a ua manaʻo ʻia e piʻi aʻe ka huahana o Xinjiang. Ke hoʻomau nei ka ʻaoʻao mea kūʻai aku ma lalo o ka hoʻokele o polysilicon. Me ka emi ʻana o ka lako a me ka hoʻonui ʻana i ka hoʻohana ʻana, ua maʻalahi ke koena, a ua hoʻomaha ʻia ka hōʻiliʻili o ka waihona kumulative. Eia nō naʻe, ʻoi aku ka kiʻekiʻe o ka waihona. Ua hoʻonāwaliwali ʻia ke kumukūʻai hou. ʻO ka piʻi ʻana o nā kumukūʻai hana i ka wā o ka wai maloʻo, a ʻo ke kumukūʻai i manaʻo ʻia e hoʻomaha mālie a paʻa.
Polysilicon: polysilicon price stability, e like me ka SMM statistics, polysilicon re-feeding quotation 270-280 yuan/kg; ʻO ka polysilicon compact material 250-265 yuan/kg; ʻO ka ʻōlelo aʻoaʻo puʻupuʻu polysilicon 230-250 yuan/kg, silikona granular 250-270 yuan/kg. Ke hoʻomau nei ka hoʻonui ʻana o ka polysilicon, a nāwaliwali ke kau inoa ʻana i nā kauoha i ka wā o ka emi ʻana o ke kumukūʻai. I ka hihia o ka hōʻiliʻili ʻana o nā wafers silicon a me nā loulou ʻē aʻe, ua manaʻo ʻia e hāʻule mau ke kumukūʻai o ka polysilicon, akā e hoʻomau ka noi no ka silicon ʻoihana i ka ulu kiʻekiʻe ma muli o ka piʻi ʻana o ka hana.
Organosilicone: Ua loli iki ke kumukūʻai o ka organosilicon. Wahi a nā helu helu o Zhuochuang Information, ma ka lā 20 o Dekemaba, hāʻawi kekahi mau mea hana ma Shandong i ka DMC 16700 yuan / ton, i lalo o 100 yuan; ʻO nā mea hana'ē aʻe e'ōlelo ana i ka 17000-17500 yuan / ton. Ke hoʻomau nei ka ʻoluʻolu o ka mākeke o ka silika organik, ʻaʻole i hoʻihoʻi hou ka mākeke terminal, pono nā mea hana i lalo e kūʻai, nui nā ʻoihana i hoʻōki i ka hana no ka mālama ʻana a i ʻole ka hana maikaʻi ʻole, ʻoi aku ka haʻahaʻa o ka ʻoihana holoʻokoʻa i kēia manawa, ma lalo o ke kākoʻo o nā kumukūʻai hana, ʻaʻohe wahi e hāʻule ai ke kumukūʻai, i ka manawa like, pili ʻia e ka mākeke terminal, ʻaʻole lawa ke kumu kūʻai, manaʻo ʻia ka hoʻomaka ʻana o ka silika kūlohelohe, paʻakikī ke kumukūʻai.
ʻO Cinda Securities hoʻoholo, e like me ka photovoltaicʻoihana kaulahao kumu kūʻai emi au akaka, ke koi no ka photovoltaic i hoʻokomo 'ia i ka makahiki e manaʻoʻia e hoʻonuiʻia, pōkole-manawa noi hopohopo ma ka pā ua oi palena hopena. ʻO kahi ʻāpana o ka papahana Q4 i wehe ʻia a i ʻole e hoʻopau ʻia i ka makahiki aʻe Q1, 2023Q1 mau mākeke ʻEulopa a me ʻAmelika a i ʻole e hōʻike i ka wikiwiki o ka noi ma hope o ka Kalikimaka, 2023Q1 mākeke PV honua a i ʻole e hōʻike i kahi manawa nāwaliwali.
I ka makahiki holoʻokoʻa o 2023, me ka hōʻemi ʻana o ke kumukūʻai o ke kaulahao ʻoihana, ka holomua o nā ʻenehana hou a me ka nui o ka hana kikowaena, ke manaʻo nei e ulu wikiwiki ka koi o Central Europe, a manaʻo ʻia ka koi o ʻAmelika Hui Pū ʻIa, a manaʻo ʻia ka ulu ʻana o ka honua no PV ma kahi o 40%. I kēia manawa, ʻo ke kumukūʻai o nā ʻāpana i hoʻohui ʻia, nā mea hoʻohuli, nā mea kōkua kumu a me nā loulou ʻē aʻe he mea hoihoi ikaika, a he manaʻo maikaʻi ia e pili ana i ka ulu kiʻekiʻe o ka noi photovoltaic ma ka home a ma waho o ka makahiki e hiki mai ana.
Ka manawa hoʻouna: Dec-28-2022