Litheko tsa thepa ea silicon li ntse li tsoela pele ho theoha, ka mofuta oa n-mofuta oa solar o tlase joalo ka 0.942 RMB/W

Ka la 8 Pulungoana, Lekala la Indasteri la Silicon la China Nonferrous Metals Industry Association le lokolle theko ea morao-rao ea transaction ea polysilicon ea solar-grade.

Pka beke:

Theko ea thekiso ea thepa ea mofuta oa N e ne e le 70,000-78,000RMB/ton, ka karolelano ea 73,900RMB/ton, ho fokotseha ha beke le beke ka 1.73%.

Theko ea transaction ea thepa e kopantsoeng ea monocrystalline e ne e le 65,000-70,000.RMB/ton, ka karolelano ea 68,300RMB/ton, ho fokotseha ha beke le beke ka 2.01%.

Theko ea thekiso ea thepa e le 'ngoe e teteaneng ea kristale e ne e le 63,000-68,000RMB/ton, ka karolelano ea 66,400RMB/ton, ho fokotseha ha beke le beke ka 2.21%.

Theko ea thekiso ea thepa e le 'ngoe ea kristale ea cauliflower e ne e le 60,000-65,000.RMB/ton, ka karolelano ea theko ea 63,100RMB/ton, ho fokotseha ha beke le beke ka 2.92%.

Ho ea ka seo Sobi Photovoltaic Network e ithutileng sona, tlhokahalo ea 'maraka oa ho qetela e se e le botsoa haufinyane, haholo-holo ho fokotseha ha tlhokahalo limmarakeng tsa mose ho maoatle. Ho bile ho na le "reflows" ea li-module tse ling tse nyane, tse bileng le tšusumetso 'marakeng. Hona joale, tlas'a tšusumetso ea lintlha tse kang phepelo le tlhokahalo, tekanyo ea ts'ebetso ea li-link tse sa tšoaneng ha e phahame, lihlahisoa li ntse li eketseha, 'me litheko li tsoela pele ho theoha. Ho tlalehoa hore theko ea li-wafers tsa silicon tsa 182mm e theohile haholo ho feta 2.4RMB/ sengoathoana, 'me theko ea betri ha e le hantle e tlase ho feta 0.47RMB/W, le mekhahlelo ea phaello ea likhoebo e hatelitsoe le ho feta.

Ho latelamatla a letsatsi litheko tsa ho reka, litheko tsa mofuta oa n- le p li lula li theoha. China Energy Construction's 2023 photovoltaic module centralized procurement tender (15GW), e ileng ea buloa ka la 6 Pulungoana, theko e tlase ka ho fetesisa ea li-module tsa mofuta oa p e ne e le 0.9403RMB/ W, 'me theko e tlaase ka ho fetisisa ea li-module tsa mofuta oa n e ne e le 1.0032RMB/W (bobeli ntle le phahlo). E tšoanang Karolelano ea phapang ea theko ea khoebo np e ka tlase ho lisente tse 5/W.

Sehlopha sa pele sa ho reka thepa e bohareng bakeng sa li-module tsa N-type photovoltaic tsa Datang Group Co., Ltd. ka 2023-2024, e ileng ea buloa ka la 7 Pulungoana, litheko tsa mofuta oa n li ile tsa fokotseha le ho feta. Kakaretso e tlase ea qotso ka watt ka 'ngoe e ne e le 0.942RMB/W, e nang le lik'hamphani tse tharo tse rekang ka tlase ho 1RMB/W. Ho hlakile hore ha matla a tlhahiso ea betri ea boleng bo holimo a n-a ntse a tsoela pele ho hlahisoa le ho kenngoa tlhahisong, tlholisano ea 'maraka har'a libapali tse ncha le tsa khale e ntse e mpefala le ho feta.

Ka ho khetheha, kakaretso ea lik'hamphani tse 44 li kentse letsoho tlhahisong ena, 'me theko ea theko ka watt e ne e le 0.942-1.32RMB/W, ka karolelano ea 1.0626RMB/W. Ka mor'a ho tlosa tse phahameng ka ho fetisisa le tse tlaase, ka karolelano ke 1.0594RMB/W. Theko e tloaelehileng ea theko ea lihlahisoa tsa boemo ba pele (Ba 4) ke 1.0508RMB/W, 'me karolelano ea theko ea theko ea mefuta e mecha ea boemo ba pele (Top 5-9) ke 1.0536RMB/W, tseo ka bobeli li leng tlase ho feta kakaretso ea kakaretso ea theko. Ho totobetse hore lik'hamphani tse kholo tsa photovoltaic li na le tšepo ea ho ikitlaelletsa ho fumana karolo e phahameng ea 'maraka ka ho itšetleha ka lisebelisoa tsa bona, ho bokella lihlahisoa, mokhoa o kopanetsoeng, tlhahiso e kholo le melemo e meng. Likhamphani tse ling li tla tobana le khatello e kholo ea ts'ebetso selemong se tlang.