Ma Mei 29, ua hoʻokuʻu ka lālā ʻoihana Silicon o ka China Nonferrous Metals Industry Association i nā kumukūʻai kālepa hou loa no ka polysilicon solar-grade.
I ka pule i hala iho nei:
Mea ʻano N:ʻO ke kumukūʻai kūʻai o 40,000-43,000 RMB / ton, me ka awelika o 41,800 RMB / ton, ma lalo o 2.79% pule i kēlā me kēia pule.
N-type ʻano silika granular:ʻO ke kumukūʻai kūʻai o 37,000-39,000 RMB / ton, me ka awelika o 37,500 RMB / ton, hoʻololi ʻole ʻia i kēlā me kēia pule.
Mea hānai hou monocrystalline:ʻO ke kumukūʻai kūʻai o 36,000-41,000 RMB / ton, me ka awelika o 38,600 RMB / ton, hoʻololi ʻole ʻia i kēlā me kēia pule.
ʻO nā mea paʻa monocrystalline:ʻO ke kumukūʻai kūʻai o 34,000-39,000 RMB / ton, me ka awelika o 37,300 RMB / ton, hoʻololi ʻole ʻia i kēlā me kēia pule.
Monocrystalline cauliflower mea:ʻO ke kumukūʻai kūʻai o 31,000-36,000 RMB / ton, me ka awelika o 33,700 RMB / ton, i hoʻololiʻoleʻia i kēlā me kēia pule.
I ka hoʻohālikelike ʻana i nā kumukūʻai ma ka lā 22 o Mei, ua emi iki nā kumu kūʻai kumu kūʻai silika o kēia pule. Ua hāʻule ke kumukūʻai kūʻai maʻamau o N-type rod silicon i 41,800 RMB / ton, kahi hoʻemi o ka pule ma ka pule he 2.79%. Ua paʻa mau ke kumu kūʻai no ka silikona granular N-type a me ka mea P-type.
Wahi a Sohu Photovoltaic Network, ua hoʻomau ʻia ka nui o nā kauoha o ka mākeke mea silika i kēia pule, ʻo ka nui o nā kauoha liʻiliʻi. Hōʻike nā manaʻo mai nā hui kūpono i ka pane ʻana i nā kumukūʻai mākeke o kēia manawa, ʻo ka hapa nui o nā ʻoihana waiwai silika e hāpai ana i kahi hoʻolālā no ka hoʻopaʻa ʻana i nā waiwai a mālama i nā kūlana kumu kūʻai paʻa. Ma ka hopena o Mei, ma kahi o ʻeiwa mau hui, me ʻehā mau mea hana nui, ua hoʻomaka i ka pani ʻana i ka mālama. Ua lohi nui ka ulu ʻana o nā waihona waiwai silika, me ka hana ʻana o Mei ma kahi o 180,000 tons a paʻa nā pae waihona ma 280,000-300,000 tons. E hoʻomaka ana i Iune, hoʻolālā nā ʻoihana waiwai silika āpau a i ʻole i hoʻomaka i ka mālama ʻana, i manaʻo ʻia e hoʻomaikaʻi i ka lako mākeke a me ke kūlana koi i ka wā e hiki mai ana.
I ka 2024 China Polysilicon Industry Development Forum, ua ʻōlelo ʻo Duan Debing, he lālā o ke Kōmike Kūʻokoʻa o ke Kōmike Party, Hope Pelekikena, a me ke Kakauolelo Nui o ka China Nonferrous Metals Industry Association, ua ʻōlelo ʻo ka piʻi ʻana o ka lako polysilicon i kēia manawa. ma mua o ke koi. Ma muli o ka hāʻule ʻana o nā kumukūʻai ma lalo o ke kumukūʻai kālā o nā ʻoihana āpau, ua hoʻopanee kekahi mau hui i kā lākou papa hana hana, me ka hapa nui o ka hiki ke hoʻonui ʻia i ka hapa lua o ka makahiki. ʻO ka nui o ka hana polysilicon home no ka makahiki e manaʻo ʻia he 2 miliona tons. I ka makahiki 2024, pono ka mākeke i ka hoʻemi mau ʻana o ke kumukūʻai a me ka hoʻomaikaʻi ʻana i ka maikaʻi o ka polysilicon, ka hoʻololi ʻana i ka mana hana wafer, ka manaʻolana o ka oversupply, a me ka wikiwiki o ka hoʻoponopono ʻana i ka ʻoihana.
Makeke Wafer:Ua kūpaʻa nā kumukūʻai i kēia pule. Wahi a ka ʻikepili Sohu Consulting, ʻo ka hana wafer ma Mei ma kahi o 60GW, me ka manaʻo o ka emi ʻana o ka hana ʻana o Iune a me kahi ʻano ʻike ʻia o ka emi ʻana o ka waihona. Ke hoʻopaʻa nei nā kumukūʻai kumulāʻau silika o kēia manawa, manaʻo ʻia e emi iki nā kumukūʻai wafer.
ʻāpana pākahi:Ua hoʻomau ka emi ʻana o nā kumukūʻai i kēia pule, me ka ʻike ʻana o nā pihi N-type i kahi hāʻule nui loa o 5.4%. I kēia mau lā, ua hoʻomaka nā mea hana pākaukau e hoʻohaʻahaʻa i nā hoʻolālā hana, me kekahi mau ʻoihana e komo ana i ka pae hoʻomaʻemaʻe inventory i ka hopena o ka mahina. Ua loaʻa iki ka loaʻa kālā P-type, aʻo ke kūʻai ʻia ʻana o nā pila N-type me ke poho. Ke manaʻoʻiʻo nei ʻo ia me ka piʻi ʻana o ka noi o ka mākeke i lalo, ke piʻi nei ka pilikia o ka hōʻiliʻili ʻana o ka pākaukau. Manaʻo ʻia ka emi ʻana o nā uku hana i Iune, a hiki ke hāʻule hou aʻe ke kumu kūʻai.
Māhele module:Ua emi iki nā kumukūʻai i kēia pule. Ma kahi kūʻai hoʻolālā hou e Beijing Energy Group, ʻo ke kumu kūʻai haʻahaʻa haʻahaʻa he 0.76 RMB/W, e huki ana i ka manaʻo nui o ka ʻoihana. Eia nō naʻe, e like me ka ʻike hohonu mai Sohu Photovoltaic Network, manaʻolana nā hui photovoltaic koʻikoʻi i kēia manawa e hoʻopaʻa i nā kumukūʻai mākeke a pale aku i ke koho ʻole. No ka laʻana, i ke kūʻai hou ʻana mai o 100MW photovoltaic modules e Shaanxi Coal and Chemical Industry Power Company ma Xia County, ua loaʻa nā kumukūʻai mai 0.82 a i 0.86 RMB/W, me ka awelika o 0.8374 RMB/W. ʻO ka holoʻokoʻa, aia nā kumukūʻai kaulahao ʻoihana o kēia manawa i nā haʻahaʻa haʻahaʻa, me ke ʻano o lalo. Ke hoʻihoʻi hou ʻia ka noi hoʻokomo i lalo, ua kaupalena ʻia ke kumukūʻai i lalo no nā modula.
Ka manawa hoʻouna: Jun-03-2024