Ka la 29 Motšeanong, Lekala la Indasteri ea Silicon la Mokhatlo oa China oa Nonferrous Metals Industry Association le ile la lokolla litheko tsa morao-rao tsa transaction bakeng sa polysilicon ea boemo ba letsatsi.
Bekeng e fetileng:
Lintho tsa mofuta oa N:Theko ea transaction ea 40,000-43,000 RMB / ton, e nang le karolelano ea 41,800 RMB / ton, e theoha 2.79% beke le beke.
Silicon ea granular ea mofuta oa N:Theko ea transaction ea 37,000-39,000 RMB / ton, ka karolelano ea 37,500 RMB / ton, e sa fetoheng beke le beke.
Lisebelisoa tsa ho fepa hape ka monocrystalline:Theko ea transaction ea 36,000-41,000 RMB / ton, ka karolelano ea 38,600 RMB / ton, e sa fetoheng beke le beke.
Lisebelisoa tse teteaneng tsa monocrystalline:Theko ea transaction ea 34,000-39,000 RMB / ton, ka karolelano ea 37,300 RMB / ton, e sa fetoheng beke le beke.
Lintho tse entsoeng ka monocrystalline cauliflower:Theko ea transaction ea 31,000-36,000 RMB / ton, ka karolelano ea 33,700 RMB / ton, e sa fetoheng beke le beke.
Ha ho bapisoa le litheko tsa la 22 Mots'eanong, litheko tsa thepa ea silicon bekeng ena li theohile hanyane. Ka karolelano theko ea thekiso ea silicon ea molamu oa N-mofuta e theohetse ho 41,800 RMB / ton, ho fokotseha ha beke le beke ea 2.79%. Litheko tsa silicon ea mofuta oa N-granular le thepa ea mofuta oa P li ile tsa lula li tsitsitse.
Ho latela Sohu Photovoltaic Network, 'maraka oa thepa ea silicon o ile oa tsoela pele ho ba monyebe bekeng ena, haholo-holo o nang le litaelo tse nyane. Maikutlo a tsoang ho lik'hamphani tse amehang a bontša hore ho latela litheko tsa 'maraka tsa hajoale, lik'hamphani tse ngata tsa thepa ea silicon li sebelisa leano la ho thibela thepa le ho boloka maemo a tiileng a litheko. Ho tloha bofelong ba Mots'eanong, bonyane lik'hamphani tse robong, ho kenyeletsoa bahlahisi ba bane ba etelletseng pele, li se li qalile ho koaloa ha thepa. Sekhahla sa kholo ea thepa ea thepa ea silicon se theohile haholo, ka tlhahiso e hakanyetsoang ea May ea lithane tse ka bang 180,000 le litekanyetso tsa thepa tse tsitsitseng ho lithane tse 280,000-300,000. Ho qala ka Phuptjane, lik'hamphani tsohle tsa thepa ea silicon li rera kapa li se li qalile ho li lokisa, tse lebelletsoeng ho ntlafatsa phepelo ea 'maraka le maemo a tlhokahalo haufinyane.
Sebokeng sa morao-rao sa 2024 sa China Polysilicon Development forum, Duan Debing, setho sa Komiti e Emeng ea Komiti ea Mokha, Motlatsi oa Mopresidente, le Mongoli-Kakaretso oa China Nonferrous Metals Industry Association, o boletse hore keketseho ea hajoale ea phepelo ea polysilicon e kholo haholo. hofeta tlhoko. Ka lebaka la litheko tse theohang ka tlase ho litšenyehelo tsa chelete tsa likhoebo tsohle, lik'hamphani tse ling li chechisitse kemiso ea tsona ea tlhahiso, ka keketseho e kholo ea bokhoni e lebisitsoe halofong ea bobeli ea selemo. Kakaretso ea tlhahiso ea lapeng ea polysilicon bakeng sa selemo e lebelletsoe ho ba lithane tse limilione tse 2. Ka 2024, 'maraka o lokela ho shebana le phokotso e tsoelang pele ea litšenyehelo le ntlafatso ea boleng ba polysilicon, phetisetso ea matla a tlhahiso ea li-wafer, tebello ea ho feta, le ho potlakisa liphetoho tsa sebopeho sa indasteri.
'Maraka oa Wafer:Litheko li lutse li tsitsitse bekeng ena. Ho latela data ea Sohu Consulting, tlhahiso ea li-wafer ka Mots'eanong e ne e le hoo e ka bang 60GW, ka ho lebelletsoe ho theoha ha tlhahiso ea Phuptjane le mokhoa o hlokomelehang oa ho fokotseha ha thepa. Ha litheko tsa hona joale tsa thepa ea silicon li tsitsa, litheko tsa wafer le tsona li lebelletsoe ho theoha butle butle.
Karolo ea betri:Litheko li ile tsa tsoela pele ho theoha bekeng ena, 'me libeteri tsa mofuta oa N li bone ho theoha ho hoholo ka 5.4%. Haufinyane tjena, baetsi ba betri ba se ba qalile ho fokotsa butle-butle merero ea tlhahiso, 'me lik'hamphani tse ling li kena sethaleng sa ho hlakola thepa qetellong ea khoeli. Phaello ea betri ea mofuta oa P e ntlafetse hanyane, ha libeteri tsa mofuta oa N li ntse li rekisoa ka tahlehelo. Ho lumeloa hore ka liphetoho tsa morao-rao tsa tlhokahalo ea 'maraka, kotsi ea ho bokella lisebelisoa tsa betri e ntse e eketseha. Litefiso tsa ts'ebetso li lebelletsoe ho tsoela pele ho fokotseha ka Phuptjane, mme ho theoha ho eketsehileng ha theko hoa khoneha.
Karolo ea mojule:Litheko li theohile hanyane bekeng ena. Lenaneong la morao-rao la theko ke Beijing Energy Group, theko e tlase ka ho fetesisa e ne e le 0.76 RMB/W, e hohelang tlhokomelo e atileng ea indasteri. Leha ho le joalo, ho ea ka kutloisiso e tebileng e tsoang ho Sohu Photovoltaic Network, lik'hamphani tse kholo tsa photovoltaic hona joale li na le tšepo ea ho tsitsisa litheko tsa 'maraka le ho qoba ho reka ka mokhoa o sa utloahaleng. Ka mohlala, thekong ea morao-rao ea 100MW photovoltaic modules ke Shaanxi Coal and Chemical Industry Power Company e Xia County, litheko li tloha ho 0.82 ho ea ho 0.86 RMB/W, ka karolelano ea 0.8374 RMB/W. Ka kakaretso, litheko tsa morao-rao tsa indasteri li theohile nalaneng, ka mokhoa o hlakileng oa ho theoha. Ha tlhokahalo ea ho kenya ka tlaase e ntse e hlaphoheloa, sebaka sa theko e tlaase bakeng sa li-module se fokotsehile.
Nako ea poso: Jun-03-2024