Vuba aha, amakuru ajyanye n'ishami rya silikoni ry'ishyirahamwe ry'inganda z'ibyuma ritari iry'Ubushinwa agaragaza ko muri iki cyumweru igiciro cya silikoni cyagabanutse cyane, harimo M6, M10, G12 monocrystal silicon wafers, igiciro cy'impuzandengo cyagabanutse kikagera kuri RMB 5.08/igice, RMB 5.41/igice, RMB 7.25/igice, buri cyumweru kikagabanukaho 15.2%, 20%, 18.4%.
Igiciro cya silicone y'umwimerere ya DMC | Ibice: yuan/toni
Igiciro cya silikoni ya polycrystalline | Igice: yuan/toni
Ishami rya Silicon Inganda ryagaragaje ko mu bijyanye n'ibicuruzwa, ibigo by'inganda zo mu rwego rwa mbere n'ibigo by'inzobere byongeye kugabanya igipimo cy'imikorere; mu bijyanye n'ubusabe, iherezo ry'igabanuka ry'ibiciro muri rusange ry'uruhererekane rw'inganda riri kugenda gahoro.
Nk’uko bivugwa n’urubuga rw’ibikoresho, muri iki cyumweru, igipimo cy’imikorere y’ibigo bibiri bya filime za silikoni byagabanutse kigera kuri 80% na 85%, igipimo cy’imikorere y’ibigo bihuriweho kiracyari hagati ya 70%-80%, naho igipimo cy’imikorere y’ibindi bigo kigabanuka kigera kuri 60%-70% hagati yabyo. Byagaragaye ko mu cyumweru gishize, Ishami rya Silicon Industry ritavuguruye ibiciro bya silikoni. Iki kigo cyagaragaje ko igabanuka ry’iki cyumweru ryabaye harimo igabanuka ry’ibiciro ry’ibyumweru bibiri bishize, kandi impamvu nyamukuru ni uko igiciro cy’ibikoresho bya silikoni cyagabanutse. Ukurikije amakuru yavuzwe haruguru yavuye muri PV Consulting n’izindi nzego, igiciro mpuzandengo cya silikoni za M10 na G12 mu cyumweru gishize cyari yuan 6.15 ku gipande, yuan 8.1 ku gice, uko bikurikirana.
Dukurikije ibikoresho, impungenge z'igihe gito ku isoko ry'ubu rijyanye n'ibura ry'amashanyarazi akomoka kuri photovoltaic zituruka ahanini ku: itumba ryo mu majyaruguru ryageze kandi ikibazo cy'icyorezo cyagize ingaruka ku iyubakwa ry'imishinga ikomoka kuri photovoltaic.
Ariko, mu minsi ibiri ishize, igice cya nyuma cy'ibikoresho bya silikoni cyaguzwe, kandi igiciro cya silikoni cyakomeje kugabanuka.
Silicon y'inganda: Ejo, ibiciro bya silicon y'inganda byarahagaze. Dukurikije imibare ya SMM, kugeza ku ya 20 Ukuboza, Umubare wa Ogisijeni 553#Silicon y'Iburasirazuba bw'Ubushinwa wari hagati ya yuan 18400-18600/toni, wagabanutseho yuan 50; ogisijeni 553#silicon yari yuan 18800-19100/toni; 421#silicon kuri yuan 19900-20000/toni, wagabanutseho yuan 200; 521#silicon yari yuan 19600-19800/toni; 3303#silicon yari yuan 19900-20100/toni. Kuri ubu, itangwa ry'amashanyarazi ryakomeje kugabanuka, kandi igiciro cy'amashanyarazi cya Sichuan Sichuan muri Yunnan cyarazamuwe, kandi umusaruro uragabanuka. Ikibazo cy'urujya n'uruza rw'abantu cyaragabanutse, kandi umusaruro wa Xinjiang witezwe kwiyongera. Uruhande rw'abaguzi rukomeje kwiyongera bitewe n'imbaraga za polysilicon. Kubera kugabanuka kw'ibicuruzwa bitangwa n'ikoreshwa ryiyongereye, amafaranga yagabanutse, kandi ubwinshi bw'ibikoresho byo mu isomero ryakusanyijwe buragabanuka. Ariko, ububiko rusange buracyari hejuru. Igiciro giherutse cyagabanutse. Izamuka ry'ibiciro by'umusaruro mu gihe cy'amazi yumye, n'igiciro cyateganijwe bizahagarara buhoro buhoro bigabanuka kandi bihame.
Polysilicon: Ihindagurika ry'ibiciro bya polysilicon, nk'uko imibare ya SMM ibivuga, igipimo cyo kongera gutanga polysilicon ni yuan 270-280/kg; Ibikoresho bya Polysilicon ni yuan 250-265/kg; Igipimo cy'ibikoresho bya Polysilicon cauliflower ni yuan 230-250/kg, silicon granular ni yuan 250-270/kg. Umusaruro wa polysilicon ukomeje kwiyongera, kandi gusinya amabwiriza ni bike mu gihe ibiciro bigabanuka. Mu gihe habayeho kwegeranya silicon wafers n'izindi sano, byitezwe ko igiciro cya polysilicon kizakomeza kugabanuka, ariko icyifuzo cya silicon yo mu nganda kizakomeza kwiyongera cyane bitewe n'ubwiyongere bw'umusaruro.
Organosilicone: Igiciro cya organosilicon cyarahindutse gato. Dukurikije imibare ya Zhuochuang Information, ku ya 20 Ukuboza, bamwe mu bakinnyi bo muri Shandong batanze DMC yuan 16700/toni, bagabanutseho yuan 100; Abandi bakinnyi bavuga ko 17000-17500 yuan/toni. Isoko rya silikoni y’umwimerere rikomeje gukonja, isoko rya terminal ntiriragaruka, abakora mu ikoranabuhanga ryo hasi bakeneye kugura gusa, ibigo byinshi byahagaritse umusaruro kubera kubungabunga cyangwa gukora nabi, inganda muri rusange ziri hasi muri iki gihe, bitewe n’ikiguzi cy’umusaruro, igiciro nta mwanya gifite wo kugabanuka, icyarimwe, cyagizweho ingaruka n’isoko rya terminal, igiciro nacyo ntigihagije, byitezwe ko silicon y’umwimerere n’igiciro bihoraho, bigoye kugira ihindagurika rikomeye.
Icyemezo cya Cinda Securities, uko igabanuka ry'ibiciro mu nganda zikoresha amashanyarazi aturuka kuri photovoltaic rirushaho kugaragara, icyifuzo cya amashanyarazi aturuka kuri photovoltaic gishyirwa mu mwaka utaha cyitezwe kwiyongera, impungenge z'ubusabe bw'igihe gito ni ingaruka nke. Igice cy'umushinga w'imbere mu gihugu wakuweho mu gihembwe cya kane cyangwa uzarangira mu mwaka utaha w'ikiruhuko cya mbere, 2023 w'ikiruhuko cya mbere, amasoko y'i Burayi na Amerika cyangwa azagaragaza ko ubusabe buzagaruka vuba nyuma ya Noheli, 2023 w'ikiruhuko cya mbere ku isi cyangwa azagaragaza ko ibihe by'izuba bidakomeye.
Mu mwaka wose wa 2023, hamwe n’igabanuka ry’ibiciro by’uruhererekane rw’inganda, iterambere ry’ikoranabuhanga rishya n’umusaruro uhuriweho, biteganijwe ko icyifuzo cy’Uburayi bwo Hagati kizakomeza kwiyongera cyane, kandi biteganijwe ko icyifuzo cya Leta Zunze Ubumwe za Amerika kizakomeza kwiyongera, kandi biteganijwe ko icyifuzo cy’amashanyarazi ya PV ku isi kiziyongeraho hafi 40%. Muri iki gihe, agaciro k’ibice bihujwe, inverters, ibikoresho by’ibanze by’inyongera n’ibindi bihuza bifite ireme rikomeye, kandi bifite icyizere cy’izamuka rikomeye ry’ikiguzi cya photovoltaic mu gihugu no mu mahanga umwaka utaha.
Igihe cyo kohereza: Ukuboza-28-2022