Vuba aha, Ubushinwa butagira ferrous Metal Industry Association bwerekana amashami ya silicon yerekana ko kuri iki cyumweru igiciro cya waferi ya silicon cyagabanutse kumashanyarazi, harimo M6, M10, G12 monocrystal silicon wafers igiciro cyagereranijwe cyagabanutse kugera kumafaranga 5.08 / igice, amafaranga 5.41 / igice, amafaranga 7.25 / igice, kugabanuka buri cyumweru kwa 15.2%, 20%, 18.4%.
Organic silicon DMC igiciro | Ibice: yuan / toni
Polycrystalline silicon igiciro |Igice: Yuan / ton
Ishami ry’inganda za Silicon ryerekanye ko mu bijyanye no gutanga, amasosiyete yo mu rwego rwa mbere n’ibigo by’umwuga byongeye kugabanya igipimo cy’imikorere;mubijyanye nibisabwa, muri rusange inganda zigabanya ibiciro ibiciro biratinda.
Nk’uko umuyoboro w’ibikoresho ubitangaza, kuri iki cyumweru, igipimo cy’ibikorwa by’amasosiyete abiri ya firime ya silicon yo ku murongo wa mbere cyaragabanutse kugera kuri 80% na 85%, igipimo cy’imishinga ihuriweho gikomeza kuba hagati ya 70% -80%, n’igipimo cy’imikorere ya andi masosiyete agabanuka kugera kuri 60% -70% hagati.Twibutse ko mu cyumweru gishize, ishami ry’inganda rya Silicon ritigeze rivugurura amagambo ya silicon wafer.Ikigo cyagaragaje ko kugabanuka muri iki cyumweru harimo kugabanuka kw'ibiciro mu byumweru bibiri bishize, kandi intandaro ni uko igiciro cy’ibikoresho bya silicon cyagabanutse.Urebye ku makuru yatanzwe haruguru yavuye muri PV Consulting hamwe n’ibindi bigo, impuzandengo ya wafers ya M10 na G12 ya silicon mu cyumweru gishize yari 6.15 yuan / igiceri, 8.1 yuan / igice.
Dukurikije ibikoresho, impungenge zigihe gito ku isoko iriho ubu zikenerwa n’ifoto y’amashanyarazi ahanini ituruka: igihe cy’amajyaruguru cyageze kandi icyorezo cy’icyorezo cy’igihugu cyagize ingaruka ku iyubakwa ry’imishinga y’amashanyarazi.Ibitekerezo.
Nyamara, muminsi ibiri ishize, epfo na ruguru yibikoresho bya silicon imaze kugurwa, kandi igiciro cyibiciro bya silicon cyakomeje gushikama.
Inganda Silicon: Ejo, ibiciro bya silicon yinganda byahagaze neza.Dukurikije imibare ya SMM, guhera ku ya 20 Ukuboza, Ubushinwa bw'Uburasirazuba Umubare wa Oxygene 553 # Silicon yari 18400-18600 Yuan / toni, munsi ya 50;ogisijeni 553 # silicon yari 18800-19100 yuan / toni;421 # silicon kuri 19900-20000 Yuan / toni, igitonyanga cya 200;521 # silicon yari 19600-19800 yuan / toni;3303 # silicon yari 19900-20100 yuan / toni.Kugeza ubu, itangwa ry’ibicuruzwa ryakomeje kugabanuka, kandi igiciro cy’amashanyarazi cya Sichuan Sichuan muri Yunnan cyazamutse, kandi umusaruro uragabanuka.Ibibazo bibangamira ibinyabiziga byaragabanutse, kandi umusaruro wa Sinayi uteganijwe kwiyongera.Uruhande rwabaguzi rukomeje kwiyongera munsi ya disiki ya polysilicon.Kugabanuka kw'ibicuruzwa no kongera ibicuruzwa, ibisagutse byaragabanutse, no gukusanya isomero ryuzuye ryoroha.Nyamara, ibarura rusange riracyari hejuru.Igiciro giherutse cyacogoye.Ubwiyongere bwibiciro byumusaruro mugihe cyamazi yumye, nigiciro cyagereranijwe kizagenda gihagarika kugabanuka no guhagarara neza.
Polysilicon: igiciro cya polysilicon gihamye, ukurikije imibare ya SMM, polysilicon yongeye kugaburira amagambo 270-280 yuan / kg;Ibikoresho bya polysilicon byuzuye 250-265 yuan / kg;Amashanyarazi ya polysilicon yavuzwe 230-250 yuan / kg, silicon granular 250-270 yuan / kg.Umusaruro wa polysilicon ukomeje kwiyongera, kandi gusinya ibicuruzwa ni ntege nke mugihe igabanuka ryibiciro.Ku bijyanye no kwegeranya wafer ya silicon hamwe n’andi masano, biteganijwe ko igiciro cya polysilicon kizakomeza kugabanuka, ariko icyifuzo cya silikoni y’inganda kizakomeza umuvuduko mwinshi bitewe n’ubwiyongere bw’umusaruro.
Organosilicone: Igiciro cya organosilicon cyahindutse gato.Dukurikije imibare y’amakuru ya Zhuochuang, ku ya 20 Ukuboza, bamwe mu bakora inganda muri Shandong batanze DMC 16700 / toni, munsi y’amafaranga 100;Abandi bakora ibicuruzwa bavuze 17000-17500 yuan / toni.Isoko rya silikoni kama ikomeje gukonja, isoko rya terefone ntirisubirana, abakora ibicuruzwa byo hasi bakeneye kugura gusa, ibigo byinshi byahagaritse umusaruro kugirango bibungabunge cyangwa bikora nabi, inganda muri rusange ziri hasi muri iki gihe, zishyigikiwe nigiciro cy’umusaruro, igiciro ntigifite umwanya wo kugwa, mugihe kimwe, cyatewe nisoko ryanyuma, igiciro nacyo ntigihagije, biteganijwe ko itangira rya silikoni kama nigiciro gihamye, biragoye kugira ihindagurika rinini.
Urubanza rwa Cinda Securities, kubera ko ibiciro by’ifoto y’inganda bigabanuka cyane, icyifuzo cy’ifoto y’amashanyarazi cyashyizweho umwaka utaha giteganijwe kongererwa imbaraga, impungenge z’igihe gito ku isahani ni ingaruka nkeya.Igice cyumushinga Q4 utarashizwemo cyangwa uzarangira mumwaka utaha Q1, 2023Q1 amasoko yuburayi na Amerika cyangwa uzerekana ko byihuse byihuse nyuma ya Noheri, isoko rya PV ku isi 2023Q1 cyangwa bizerekana ibihe bidakomeye.
Mu mwaka wose wa 2023, hamwe n’igabanuka ry’ibiciro by’uruganda rw’inganda, iterambere ry’ikoranabuhanga rishya hamwe n’umusaruro uhuriweho hamwe, biteganijwe ko icyifuzo cy’Uburayi bwo hagati kizakomeza kwiyongera vuba, kandi biteganijwe ko Amerika izakenera gufata, kandi isi yose ikenera PV biteganijwe ko iziyongera hafi 40%.Kugeza ubu, igenamigambi ryibice byahujwe, inverters, ibikoresho byingirakamaro hamwe nandi masano bifite abantu benshi bakurura, kandi birizera ko izamuka ryinshi ry’ibikenerwa na foto y’amashanyarazi mu gihugu no mu mahanga umwaka utaha.
Igihe cyo kohereza: Ukuboza-28-2022