Bayan 'yan kwanaki da suka gabata, CGNPC ya bude tayin tsakiyar siyan kayan aikin a 20.8GW (Reserearancin Reserve of 4.4gw (4.4GW m), da ranar isar da ƙananan 4: 2022/20 2022/12/10. Daga cikinsu, karuwa da karuwa a farashinkayan silicon, matsakaicin farashin ƙauyen 540/545 a cikin beds na farko da na biyu shine 1.954 yuan / w, da mafi girman farashin shine 2.02 Yuan / W. A baya can, a ranar 19 ga Mayu, China Babban Nuclear Oneclear ta saki 2022Photovoraic modulekayan aiki tsarin tsakiya na samar da sanarwar bayar da sanarwar. An rarraba aikin zuwa sassan faifai 4, suna rufe ƙarfin 8.8GW.
A ranar 8 ga Yuni, reshen masana'antu na silikon na masana'antu na kasar Sin da ba su fito da sabon farashin kasuwanci na cikin gida ba. Idan aka kwatanta shi da makon da ya gabata, farashin ma'amala na nau'ikan kayan silicon guda uku sun sake tashi. Daga gare su, matsakaicin farashin ma'amala na abinci guda ɗaya na abinci guda 267,400, tare da adadin yuan / tan 27,000; Matsakaicin farashin guda na guda Crystal mai yawa ya tashi zuwa Yuan / ton dubu, tare da adadin Yuan / Ton dubu 268,000; Farashin ya tashi zuwa Yuan / tan, kuma mafi girma ya kasance yuan / ton. Wannan bayan Nuwamba da ta gabata, farashin kayan siliki ya tashi sama da kuma sau 27,000 kuma, kuma ba shi da nisa daga farashin Yuan / ton.
Jakumar masana'antu silicon ta nuna cewa a wannan makon, dukkan kamfanonin silicon sun kammala umarni a watan Yuni, har ma wasu masana'antar sun sanya hannu a cikin tsakiyar watan Yuli. Dalilin da yasa farashin kayan siliki ya ci gaba da tashi. Na farko, da silicon wafer kayayyakin samar da kayayyaki da kamfanoni suna da matukar son ci gaba da samar da kayan silicon ya haifar da polysilicon don kawai kara; Na biyu, ana buƙatar amfani da ƙasa na ƙasa da ƙarfi. Babu wasu 'yan kamfanoni waɗanda ke da umarnin da suka gabata a watan Yuni a watan Mayu, wanda ya haifar da raguwa a ma'aunin da za'a iya sanya hannu a watan Yuni. Dangane da bayanan da aka bayyana ta hanyar reshen silicon, farashin farashin M6 Silicon Wafers ɗan ƙaramin abu ne 5.7-594 Yuan / yanki, kuma farashin ma'amala ya kasance a 5.72 yuan / yanki; Yawan farashin M10 Silicon Wafers ya kasance 6.76-6.86 yuan / yanki, kuma ma'amala ita ce matsakaicin farashin ana kiyaye shi a 6.84 yuan / yanki; Yawan farashin g12 siliki na G12 na 8.95-9.15 yuan / yanki, kuma farashin ma'amala yana kiyaye a 9.10 yuan / yanki.
Da infol din pvTawada ya ce a cikin sararin samaniya inda samar da kayan silicon yana cikin gajerun wadata, amma har yanzu yana da wahala a hana farashin kidasa . Haka kuma, "kayan siliki yana da wuya a samu", da kuma wadatar da wadata da buƙatar yanayin siliki mai wahala. Musamman don sabon damar iya fadada a cikin tsari na Crystal Compring tsari, farashin kayan silicon a cikin asalin asalin kasashen waje a kowace kilo kilo kilo a kowace kilo kilogram. Ba sabon abu bane.
A gefe guda, farashin yana ƙaruwa, a gefe guda, oda ta cika. A cewar kididdigar masana'antar karfin kasa daga Janairu zuwa Afrika ta saki a farko a cikin sabon karfin da aka sanya tare da shekarar 16.8800, shekara-shekara karuwar shekara 138%. Daga cikin su, sabon ikon sanya a watan Afrilu ya kasance 3.67GW, karuwar shekara ta 110% da kuma wata daya da wata daya-daya. Turai ta shigo da 16.7GW na samfuran samfuran Sinawa a Q1, idan aka kwatanta da 6.8GW a cikin wannan lokacin a bara, karuwar shekara ta shekara 145%; India shigo da kusan 10gw na daukar hoto a Q1, karuwa 210% shekara-shekara, kuma darajar shigo da shekara ta 374%, kuma darajar shigo da shekaru 37%; Kuma Amurka ta kuma sanar da kebura ga kasashen Asiya hudu na kudu maso gabas a kan Photovoltanic Marfules, Wakar daukar hoto tana maraba da fa'idodi da yawa.
Dangane da babban birnin kasar, tun daga karshen watan Afrilu, sashen daukar hoto ya ci gaba da karfafa gwiwa, kuma daukar hoto ETF (515790) ya sake komawa sama da 40% daga kasa. Kamar yadda na kusa da Yuni 7, jimlar yawan kasuwar kasuwar sakandal ta tara yuan biliyan 2,839.5. A cikin watan da ya gabata, an sayi hannun jari na 22 da aka sayi shi daga kudaden Northobound. Dangane da lissafin ƙimar ƙimar ma'amala a cikin kewayon ma'amala, LongI Green Counts, da Tongia sun karbi sayan yuan miliyan 500 daga kudaden Beishang . Lissafin Yammacin Yammacin ya yi imani cewa tun daga shekarar 2022, yawan ayyukan gwagwarmaya na zamani sun fashe, kuma sikelin a watan Janairu, da Afrilu duk sun wuce 20gw. Daga Janairu zuwa Afrilu 2022, yawan adadin ayyukan hoto shine 82.32l, yawan shekara 247.92%. Bugu da kari, gudanar da aikin makamashi na kasa ya yi hasashen cewa an kara da Grid na Photovoltaic a cikin shekaru 22, kuma ayyukan yanzu suna fuskantar 121GW. Zaton cewa farashin kayan haɗin a cikin rabin na biyu na shekara har yanzu yana da girma cewa ƙarfin da aka sanya a cikin gida zai kai 80-90GW, bukatar kasuwar kasuwar tana da ƙarfi. Bukatar daukar hoto ta duniya tana da ƙarfi sosai cewa babu wani bege na rage farashin kayayyaki na hoto a cikin ɗan gajeren lokaci.
Lokaci: Jun-15-2022