Dhawaan, xogta laanta warshadaha birta ee Shiinaha ee aan birta lahayn ayaa muujinaysa in toddobaadkan qiimaha wafers-ka silicon uu ahaa hoos u dhac ku yimid wareegga, oo ay ku jiraan celceliska macaamilka wafers-ka silicon ee M6, M10, G12 ee monocrystal, qiimaha kala duwan wuxuu u dhexeeyay RMB 5.08/xabbo, RMB 5.41/xabbo, RMB 7.25/xabbo, hoos u dhac toddobaadle ah oo ah 15.2%, 20%, 18.4%.
Qiimaha DMC ee silikoonka dabiiciga ah | Cutubyada: yuan/ton
Qiimaha silikoonka Polycrystalline | Cutub: yuan/ton
Laanta Warshadaha Silicon waxay tilmaamtay in marka la eego sahayda, shirkadaha heerka koowaad iyo shirkadaha xirfadlayaasha ah ay mar kale hoos u dhigeen heerka hawlgalka; marka la eego baahida, saldhigga guud ee dhimista qiimaha silsiladda warshadaha ayaa gaabis ah.
Sida laga soo xigtay shabakadda agabka, toddobaadkan, heerka hawlgalka ee labada shirkadood ee filimada silicon ee safka hore ayaa loo dhimay 80% iyo 85%, heerka hawlgalka ee shirkadaha isku dhafan ayaa weli u dhexeeya 70%-80%, heerka hawlgalka ee shirkadaha kalena wuxuu hoos ugu dhacay 60%-70% inta u dhaxaysa. Waxaa la xusay in toddobaadkii hore, Laanta Warshadaha Silicon aysan cusboonaysiin qiimaha silicon wafer. Hay'addu waxay tilmaamtay in hoos u dhaca toddobaadkan uu ku jiray hoos u dhaca qiimaha labadii toddobaad ee la soo dhaafay, sababta asalka ahna ay ahayd in qiimaha walxaha silicon la dhimay. Marka laga eego xogta xogta kor ku xusan ee ka timid PV Consulting iyo hay'adaha kale, celceliska qiimaha wafers silicon M10 iyo G12 usbuucii hore wuxuu ahaa 6.15 yuan/xabbo, 8.1 yuan/xabbo, siday u kala horreeyaan.
Sida laga soo xigtay agabyada, walaacyada muddada gaaban ee suuqa hadda jira ee baahida sawir-qaadista waxay inta badan ka yimaadaan: jiilaalka waqooyi ayaa yimid iyo xaaladda cudurka faafa ee qaranka ayaa saameeyay geeddi-socodka dhismaha mashaariicda sawir-qaadista.
Si kastaba ha ahaatee, labadii maalmood ee la soo dhaafay, hoos u dhaca walxaha silikoon ayaa hadda la iibsaday, qiimaha qiimaha silikoonkuna wuxuu ilaaliyay xasilloonida.
Silikoon Warshadaha: Shalay, qiimaha silikoon warshadaha ayaa la dejiyay. Sida laga soo xigtay xogta SMM, laga bilaabo Diseembar 20, Bariga Shiinaha Tirada Oxygen 553#Silicon waxay ahayd 18400-18600 yuan/ton, hoos u dhac 50 yuan; oksijiin 553#silicon waxay ahayd 18800-19100 yuan/ton; 421#silicon 19900-20000 yuan/ton, hoos u dhac 200 yuan; 521#silicon waxay ahayd 19600-19800 yuan/ton; 3303#silicon waxay ahayd 19900-20100 yuan/ton. Waqtigan xaadirka ah, sahayda ayaa sii yaraanaysa, qiimaha korontada ee Sichuan Sichuan ee Yunnan ayaa la kordhiyay, wax soo saarkuna waa la yareeyay. Xaaladda caqabadda taraafikada ayaa yaraaday, waxaana la filayaa in wax soo saarka Xinjiang uu kordho. Dhinaca macaamiisha ayaa sii kordhaya iyadoo ay socoto polysilicon. Iyada oo ay yaraatay saadka iyo isticmaalka oo kordhay, waxa soo haray ayaa yaraaday, ururinta maktabadda isku-darka ahna waa la yareeyay. Si kastaba ha ahaatee, kaydka guud wali waa sarreeyaa. Qiimaha dhawaan la wiiqay. Kordhinta kharashyada wax soo saarka inta lagu jiro biyaha qalalan, qiimaha la qiyaasayna si tartiib tartiib ah ayuu u joogsan doonaa oo wuu xasilloonaan doonaa.
Polysilicon: xasilloonida qiimaha polysilicon, sida laga soo xigtay tirakoobka SMM, qiimaha dib-u-quudinta polysilicon 270-280 yuan/kg; Polysilicon compact walax 250-265 yuan/kg; Polysilicon cauliflower quote 230-250 yuan/kg, granular silicon 250-270 yuan/kg. Soo saarista polysilicon ayaa sii kordheysa, saxiixa dalabaadkana waa daciif inta lagu jiro hoos u dhaca qiimaha. Haddii ay dhacdo ururinta wafer silicon iyo xiriiro kale, waxaa la filayaa in qiimaha polysilicon uu sii yaraan doono, laakiin baahida loo qabo silicon warshadeed waxay sii wadi doontaa heer koritaan oo sarreeya sababtoo ah kororka wax soo saarka.
Organosilicone: Qiimaha organosilicon wuu isbeddelay wax yar. Sida laga soo xigtay tirakoobka Zhuochuang Information, Diseembar 20, qaar ka mid ah soosaarayaasha Shandong waxay bixiyeen DMC 16700 yuan/ton, hoos u dhac 100 yuan; Soosaarayaasha kale waxay soo sheegaan 17000-17500 yuan/ton. Suuqa siliconka dabiiciga ah ayaa sii qaboojinaya, suuqa terminalka ma soo kaban, soosaarayaasha hoose waxay u baahan yihiin inay iibsadaan, shirkado badan ayaa joojiyay wax soo saarka si loo dayactiro ama loo shaqeeyo taban, warshadda guud ahaan waa hooseysaa hadda, iyadoo la taageerayo kharashyada wax soo saarka, qiimuhu ma laha meel uu ku dhaco, isla markaana, ay saamaysay suuqa terminalka, qiimuhu sidoo kale kuma filna, waxaa la filayaa in bilowga siliconka dabiiciga ah iyo qiimuhu ay yihiin kuwo deggan, way adag tahay in la helo isbeddello waaweyn.
Xukunka Cinda Securities, maadaama isbeddelka qiimaha hoos u dhaca warshadaha ee silsiladda sawir-qaadista uu si cad u cad yahay, baahida loo qabo sawir-qaadista la rakibay sanadka soo socda ayaa la filayaa inay kor u kacdo, walaacyada baahida muddada-gaaban ee ku saabsan saxanka ayaa ah saameyn xaddidan. Qayb ka mid ah mashruuca gudaha ee aan la rakibin Q4 ama waxaa la dhammeyn doonaa sanadka soo socda Q1, 2023Q1 suuqyada Yurub iyo Mareykanka ama waxay muujin doonaan soo kabasho degdeg ah oo baahida ka dib Kirismaska, suuqa PV ee adduunka ee 2023Q1 ama waxay muujin doonaan xilli daciif ah.
Sannadka oo dhan ee 2023, iyadoo qiimaha la dhimayo silsiladda warshadaha, horumarka tignoolajiyada cusub iyo mugga wax soo saarka dhexe, baahida Bartamaha Yurub ayaa la filayaa inay si degdeg ah u korto, baahida Mareykankana waxaa la filayaa inay kor u kacdo, baahida adduunka ee PV-na waxaa la filayaa inay korto qiyaastii 40%. Waqtigan xaadirka ah, qiimeynta qaybaha isku dhafan, inverters-ka, agabka asaasiga ah iyo isku xirka kale waxay leedahay soo jiidasho xooggan, waxayna rajo wanaagsan ka qabtaa kobaca sare ee baahida sawir-qaadista gudaha iyo dibadda sanadka soo socda.
Waqtiga boostada: Diseembar-28-2022