Farashin tsarin wannan makon bai canza ba. Tashar wutar lantarki ta ƙasa P-nau'in monocrystalline 182 bifacial modules ana saka su a 0.76 RMB/W, P-nau'in monocrystalline 210 bifacial a 0.77 RMB/W, TOPCon 182 bifacial a 0.80 RMB/W, da TOPCon 210.81 bifacial a RMB .
Sabunta iyawa
Hukumar Kula da Makamashi ta Kasa kwanan nan ta jaddada buƙatar yin jagora bisa hankali ga gini da sakin ƙarfin ɗaukar hoto na sama don guje wa sake gina ƙarancin ƙarancin ƙarfi. Bugu da kari, sabbin ka'idojin Ma'aikatar Masana'antu da Fasahar Watsa Labarai game da maye gurbin iya aiki sun karfafa ikon sarrafa gilashin. Tare da ci gaba da ƙarfafa manufofin samar da kayayyaki, ana sa ran za a rufe ƙarin tsofaffin ƙarfin aiki, tare da haɓaka tsarin share kasuwa.
Ci gaban Biyan Kuɗi
A ranar 20 ga Yuni, Cibiyar Shawarwari ta Injiniyan Wutar Lantarki ta Shandong Co., Ltd., wani reshe ne na Kamfanin Zuba Jari na Jiha, ya buɗe yunƙurin sayan tsarin ƙirar hoto na shekara-shekara na 2024, tare da jimillar sikelin 1GW da matsakaicin farashin nau'in N. 0.81 RMB/W.
Yanayin Farashin
A halin yanzu, babu alamun inganta buƙata. Tare da haɓakar kaya, ana sa ran kasuwa za ta ci gaba da gudana cikin rauni, kuma farashin tsarin har yanzu yana da yuwuwar ƙasa.
Silicon/Ingots/Wafers/Kasuwar Kwayoyin
Silicon Prices
A wannan makon, farashin siliki ya ragu. Matsakaicin farashin sake ciyarwar monocrystalline shine 37,300 RMB / ton, kayan mai yawa na monocrystalline shine 35,700 RMB / ton, kayan farin kabeji na monocrystalline shine RMB 32,000 RMB / ton, nau'in nau'in N-39,500 RMB/ton, da nau'in N-nau'in granular, silicon shine 30. RMB/ton.
Supply da Bukatar
Bayanai daga Ƙungiyar Masana'antu ta Silicon sun nuna cewa tare da sakin sabon ƙarfin, shirin samar da na Yuni ya kasance a kusa da 150,000 ton. Tare da ci gaba da rufewar don kulawa, matsin farashin kan kamfanoni ya ɗan ɗan sassauta. Duk da haka, kasuwa har yanzu tana da yawa, kuma farashin siliki bai ƙare ba tukuna.
Farashin Wafer
A wannan makon, farashin wafer ba ya canzawa. Matsakaicin farashin P-type monocrystalline 182 wafers shine 1.13 RMB / yanki; P-type monocrystalline 210 wafers ne 1.72 RMB / yanki; N-type 182 wafers ne 1.05 RMB/piece, N-type 210 wafers ne 1.62 RMB/piece, da N-type 210R wafers ne 1.42 RMB/piece.
Supply da Bukatar
Bayanai daga Ƙungiyar Masana'antu ta Silicon sun nuna cewa an daidaita hasashen samar da wafer na watan Yuni zuwa sama da 53GW, tare da kamfanoni na musamman da ke kusa da samarwa. Ana sa ran farashin wafer zai daidaita kamar yadda suka yi ƙasa.
Farashin Cell
A wannan makon, farashin salula ya ragu. Matsakaicin farashin P-type monocrystalline 182 sel shine 0.31 RMB/W, nau'in P-nau'in monocrystalline 210 sel sune 0.32 RMB/W, nau'in nau'in TOPcon monocrystalline 182 sel sune 0.30 RMB/W, nau'in TOPcon monocrystalline 2.002 sel sune RMB/W, da N-type TOPCon Kwayoyin monocrystalline 210R sune 0.32 RMB/W.
Kawo Outlook
Ana sa ran samar da salula na watan Yuni zai zama 53GW. Saboda jajircewar bukatu, kamfanoni suna ci gaba da rage samarwa, kuma sel har yanzu suna cikin wani mataki na tara kaya. A cikin ɗan gajeren lokaci, ana sa ran farashin zai tsaya tsayin daka.
Lokacin aikawa: Yuni-27-2024