Ka la 3 Phato, lekala la silicon la China Nonferrous Metals Industry Association le phatlalalitse theko ea morao-rao ea polysilicon ea boemo ba letsatsi.
Pontšo ea lintlha:
Theko e kholo ea thekiso ea phepelo e le 'ngoe ea kristale ke 300000-31000 yuan / ton, ka karolelano ea 302200 yuan / ton le keketseho ea 1.55% bekeng e fetileng.
Theko e kholo ea thekiso ea thepa e le 'ngoe ea kristale ea compact ke 298000-308000 yuan / ton, ka karolelano ea 300000 yuan / ton, le keketseho ea beke le selemo ea 1.52%.
Theko e kholo ea thekiso ea thepa ea cauliflower e le 'ngoe e ne e le 295000-306000 yuan / ton, ka karolelano ea 297200 yuan / ton, ka keketseho ea 1.54% bekeng e fetileng.
Ho tloha qalong ea 2022, theko ea thepa ea silicon e lutse e sa fetohe ka libeke tse tharo feela, 'me litemana tse ling tse 25 kaofela li eketsehile.Ho ea ka litsebi tse amehang, ketsahalo e boletsoeng pejana ea hore "palo ea likhoebo tsa silicon e ntse e le mpe 'me tlhokahalo ea litaelo tse telele e ke ke ea finyelloa" e ntse e le teng.Bekeng ena, likhoebo tse ngata tsa thepa ea silicon haholo-holo li etsa litaelo tse telele tsa pele, 'me litšebelisano tse fetileng tsa theko e tlase ha li sa le teng.Theko e tlase ea transaction ea lisebelisoa tse fapaneng tsa silicon e eketsehile ka 12000 yuan / ton, e leng lebaka la bohlokoa la keketseho ea theko e tloaelehileng.
Mabapi le phepelo le tlhokahalo, ho latela tlhahisoleseling e neng e lokollotsoe pele ke lekala la indasteri ea silicon, ka lebaka la ho hlaphoheloa ha melapo ea tlhahiso ea tlhokomelo ea likhoebo tse ling ka Phato, ho lebelletsoe hore tlhahiso ea lapeng ea polysilicon e tla ba holimo hanyane ho feta kamoo ho neng ho lebelletsoe.Keketseho e haholo-holo concentrated ka ho eketseha ha Xinjiang GCL le Dongfang tšepo ea ho tsosolosa tlhahiso le ho lokolloa ha Leshan GCL, Baotou Xinte, Inner Mongolia gutongwei mohato II, Qinghai Lihao, Inner Mongolia Dongli, joalo-joalo keketseho kakaretso e ka bang 11000 lithane tse.Ka Phato ka nako e ts'oanang, likhoebo tse 1-2 li tla eketsoa bakeng sa tlhokomelo, Kakaretso ea lithane tse ka bang 2600 tsa tlhahiso e fokotsoe ka khoeli ka khoeli.Ka hona, ho ea ka khoeli ea 13% ka kholo ea khoeli ea tlhahiso ea malapeng ka August, boemo ba hona joale ba khaello ea phepelo bo tla fokotsoa ho isa tekanyong e itseng.Ka kakaretso, theko ea thepa ea silicon e ntse e le boemong bo holimo.
Soapy PV e lumela hore litheko tsa li-wafers tsa silicon le libeteri li eketsehile haholo pele, tse seng li loketse ho nyoloha ha theko e tsoelang pele ea thepa ea silicon.Ka nako e ts'oanang, e boetse e bontša hore khatello ea ho phahama ha theko e holimo e ka tsoela pele ho fetisetsoa ho terminal le ho theha tšehetso bakeng sa theko.Haeba theko e phahameng e lula e le holimo karolong ea boraro, karolo ea PV e sa tsoa kenngoa ea lehae e tla eketseha.
Mabapi le theko ea karolo, re boloka kahlolo ea hore "theko ea phano ea likarolo tsa merero e ajoang ea mofuta oa pele ka Phato e tla feta 2.05 yuan / W".Haeba theko ea thepa ea silicon e ntse e phahama, ha ho khethoe hore theko ea nako e tlang e tla fihla ho 2.1 yuan / W.
Nako ea poso: Aug-08-2022