Da wuya a rage farashin!Mafi girman farashin kayan aikin hoto shine 2.02 yuan / watt

A 'yan kwanaki da suka gabata, CGNPC ta bude tayin don siyan kayan masarufi na tsakiya a shekarar 2022, tare da jimillar sikelin 8.8GW (4.4GW tender + 4.4GW reserve), da ranar da aka tsara bayarwa na 4 tender: 2022/6/30- 2022/12/10.Daga cikin su, ya shafi karuwar farashinsiliki kayan, Matsakaicin farashin 540/545 bifacial modules a karo na farko da na biyu shine yuan 1.954, kuma mafi girman farashi shine yuan 2.02 / W.A baya can, a ranar 19 ga Mayu, babban ikon nukiliyar kasar Sin ya fitar da shekarar 2022photovoltaic modulefiram ɗin kayan aiki tsakiyar sanarwar saye da sayarwa.An raba aikin zuwa sassa 4 na siyarwa, wanda ke ɗaukar jimlar ajiyar 8.8GW.

A ranar 8 ga watan Yuni, Reshen Masana'antar Silicon na {ungiyar Masana'antar Nonferrous Metals na {asar Sin, ta fitar da sabon farashin ciniki na polysilicon na cikin gida.Idan aka kwatanta da makon da ya gabata, farashin ma'amala na kayan siliki iri uku ya sake tashi.Daga cikin su, matsakaicin farashin ma'amala na abinci guda kristal ya tashi zuwa yuan/ton 267,400, tare da matsakaicin yuan 270,000;matsakaicin farashin kayan kristal guda ɗaya ya tashi zuwa yuan/ton 265,000, tare da matsakaicin yuan 268,000;Farashin ya tashi zuwa yuan 262,300 / ton, kuma mafi girma shine yuan 265,000 / ton.Hakan ya biyo bayan watan Nuwamban da ya gabata, farashin kayan siliki ya sake tashi zuwa fiye da yuan 270,000, kuma bai yi nisa da mafi girman farashin yuan 276,000 ba.

Reshen masana'antar siliki ya yi nuni da cewa, a wannan makon, dukkan kamfanonin siliki sun kammala odarsu a watan Yuni, har ma wasu kamfanoni sun sanya hannu kan oda a tsakiyar watan Yuli.Dalilin da yasa farashin kayan siliki ya ci gaba da tashi.Na farko, masana'antun samar da wafer na silicon da kamfanonin haɓaka suna da ƙwaƙƙwaran niyyar ci gaba da haɓaka ƙimar aiki, kuma halin da ake ciki na gaggawar siyan kayan siliki ya haifar da buƙatar polysilicon don ƙara haɓaka;na biyu, buƙatun ƙasa na ci gaba da ƙarfi.Babu wasu ƙananan kamfanoni da suka yi watsi da umarni a watan Yuni a watan Mayu, wanda ya haifar da raguwa mai yawa a cikin ma'auni wanda za'a iya sanya hannu a watan Yuni.Bisa ga bayanan da Reshen Masana'antu na Silicon ya bayyana, a wannan makon, farashin siliki na M6 wafers ya kasance 5.70-5.74 yuan / yanki, kuma matsakaicin farashin ciniki ya kasance a 5.72 yuan / yanki;farashin M10 silicon wafers ya kasance 6.76-6.86 yuan / yanki, kuma ma'amalar ta kasance Matsakaicin farashin ana kiyaye shi a yuan 6.84 / yanki;Farashin kewayon G12 silicon wafers shine 8.95-9.15 yuan / yanki, kuma ana kiyaye matsakaicin farashin ma'amala a yuan 9.10 / yanki.

Kuma PV InfolInk ya ce a cikin yanayin kasuwa inda samar da kayan silicon ke da ƙarancin wadata, farashin oda a ƙarƙashin kwangilar dogon lokaci tsakanin manyan masana'antun na iya samun ragi kaɗan, amma har yanzu yana da wahala a hana matsakaicin farashin ci gaba da tashi. .Bugu da ƙari, "kayan siliki yana da wuya a samu", kuma wadata da yanayin buƙatun kayan siliki mai wuyar samun abu ba ya nuna alamun sauƙi.Musamman don sabon ƙarfin haɓakawa a cikin tsarin ja da kristal, farashin kayan siliki a asalin ƙasashen waje yana ci gaba da kasancewa cikin ƙima, wanda ya fi farashin yuan 280 akan kowane kilogram.Ba sabon abu ba.

A gefe guda, farashin yana ƙaruwa, a gefe guda, tsari ya cika.Dangane da kididdigar masana'antar wutar lantarki ta kasa daga Janairu zuwa Afrilu da Hukumar Kula da Makamashi ta Kasa ta fitar a ranar 17 ga Mayu. Ƙarfin wutar lantarki na Photovoltaic ya kasance na farko a cikin sabon ƙarfin da aka shigar tare da 16.88GW, haɓakar shekara-shekara na 138%.Daga cikin su, sabon karfin da aka girka a watan Afrilu shine 3.67GW, karuwar shekara-shekara na 110% da karuwa a wata-wata da kashi 56%.Turai ta shigo da 16.7GW na kayayyakin Sinawa a cikin Q1, idan aka kwatanta da 6.8GW a daidai wannan lokacin a bara, karuwar shekara-shekara na 145%;Indiya ta shigo da kusan 10GW na kayan aikin hoto a cikin Q1, haɓakar 210% a kowace shekara, kuma ƙimar shigo da kayayyaki ta karu da 374% kowace shekara;kuma Amurka ta kuma ba da sanarwar keɓancewa ga ƙasashe huɗu na Kudu maso Gabashin Asiya na shekaru biyu na harajin shigo da kayayyaki a kan na'urori masu ɗaukar hoto, hanyar ɗaukar hoto tana maraba da fa'idodi da yawa.

Dangane da babban birnin kasar, tun daga ƙarshen Afrilu, sashin hoto ya ci gaba da ƙarfafawa, kuma photovoltaic ETF (515790) ya sake dawowa fiye da 40% daga kasa.Ya zuwa karshen ranar 7 ga watan Yuni, jimillar darajar kasuwan fasahohin daukar wutar lantarki ya kai yuan biliyan 2,839.5.A cikin watan da ya gabata, jimlar 22 hannun jari na hotovoltaic an siya ta asusun Northbound.Bisa ƙididdige ƙididdiga na matsakaicin farashin ciniki a cikin kewayon, LONGi Green Energy da TBEA sun sami sayan sama da yuan biliyan 1 daga asusun Beishang, kuma hannayen jarin Tongwei da Maiwei sun sami sayan sama da yuan miliyan 500 daga asusun Beishang .Western Securities ya yi imanin cewa tun daga 2022, adadin ayyukan ƙaddamar da kayayyaki ya fashe, kuma sikelin a cikin Janairu, Maris, da Afrilu duk sun wuce 20GW.Daga watan Janairu zuwa Afrilu 2022, yawan adadin tallace-tallace na ayyukan photovoltaic ya kasance 82.32l, karuwar shekara-shekara na 247.92%.Bugu da kari, Hukumar Kula da Makamashi ta Kasa ta yi hasashen cewa sabbin hanyoyin samar da wutar lantarki da aka kara za su kai 108GW a cikin shekaru 22, kuma ayyukan da ake yi a yanzu za su kai 121GW.Idan aka yi la’akari da cewa farashin kayan masarufi a cikin rabin na biyu na shekara har yanzu yana da yawa, an yi kiyasin ra'ayin cewa karfin da aka sanya a cikin gida zai kai 80-90GW, kuma buƙatun kasuwannin cikin gida yana da ƙarfi.Bukatar hoto na duniya yana da ƙarfi sosai cewa babu wani bege na rage farashin kayan aikin hoto a cikin ɗan gajeren lokaci.


Lokacin aikawa: Juni-15-2022