A ranar 29 ga watan Mayu, reshen masana'antar siliki na kungiyar masana'antar masana'antar karafa ta kasar Sin ta fitar da sabon farashin ciniki na polysilicon mai darajar hasken rana.
A cikin makon da ya gabata:
Nau'in kayan:Farashin ciniki na 40,000-43,000 RMB/ton, tare da matsakaicin 41,800 RMB/ton, ƙasa da 2.79% mako-mako.
N-type granular silicon:Farashin ciniki na 37,000-39,000 RMB/ton, tare da matsakaita na 37,500 RMB/ton, ba a canzawa mako-mako.
Kayan sake ciyarwa na Monocrystalline:Farashin ciniki na 36,000-41,000 RMB/ton, tare da matsakaita na 38,600 RMB/ton, ba a canzawa mako-mako.
Monocrystalline mai yawa abu:Farashin ciniki na 34,000-39,000 RMB/ton, tare da matsakaita na 37,300 RMB/ton, ba a canzawa mako-mako.
Monocrystalline farin kabeji kayan:Farashin ciniki na 31,000-36,000 RMB/ton, tare da matsakaita na 33,700 RMB/ton, ba a canzawa mako-mako.
Idan aka kwatanta da farashin ranar 22 ga Mayu, farashin kayan siliki na wannan makon ya ɗan ragu kaɗan.Matsakaicin farashin ciniki na siliki mai nau'in N-rod ya ragu zuwa RMB 41,800/ton, raguwar mako-mako na 2.79%.Farashin siliki na nau'in N-nau'in granular da nau'in nau'in nau'in nau'in P sun kasance da kwanciyar hankali.
A cewar Sohu Photovoltaic Network, adadin odar kayan siliki ya ci gaba da yin kasala a wannan makon, da farko ya ƙunshi ƙananan umarni.Sake mayar da martani daga kamfanonin da suka dace suna nuna cewa saboda martani ga farashin kasuwa na yanzu, yawancin kamfanonin siliki suna ɗaukar dabarun riƙe kaya da kuma riƙe matsayi mai ƙarfi.Ya zuwa karshen watan Mayu, a kalla kamfanoni tara, da suka hada da manyan masana'antun guda hudu, sun fara rufewa.Yawan ci gaban kayan siliki ya ragu sosai, tare da kiyasin samar da kusan ton 180,000 a watan Mayu kuma matakan ƙididdiga sun tabbata a tan 280,000-300,000.Tun daga watan Yuni, duk kamfanonin kayan siliki suna shirin ko sun fara kulawa, wanda ake sa ran zai inganta wadatar kasuwa da yanayin buƙatu a nan gaba.
A gun taron kolin bunkasa masana'antar polysilicon na kasar Sin na shekarar 2024 na baya-bayan nan, Duan Debing, mamban zaunannen kwamitin kwamitin jam'iyyar, mataimakin shugaban kasa, kuma babban sakataren kungiyar masana'antun karafa na kasar Sin, ya bayyana cewa, karuwar samar da sinadarin polysilicon a halin yanzu yana da matukar girma. fiye da bukatar.Saboda farashin da ke faɗuwa ƙasa da farashin kuɗi na duk kamfanoni, wasu kamfanoni sun jinkirta jadawalin samar da su, tare da haɓaka mafi yawan ƙarfin aiki a cikin rabin na biyu na shekara.Ana sa ran jimillar samar da polysilicon na cikin gida na shekara zai zama tan miliyan 2.A cikin 2024, yakamata kasuwa ta mai da hankali kan ci gaba da rage farashin farashi da haɓaka ingancin polysilicon, canja wurin ƙarfin samar da wafer, tsammanin yawan samarwa, da haɓaka gyare-gyaren shimfidar masana'antu.
Kasuwar Wafer:Farashin ya tsaya karko a wannan makon.A cewar Sohu Consulting bayanai, samar da wafer a watan Mayu ya kai kusan 60GW, tare da hasashen raguwar samarwa a watan Yuni da kuma yanayin raguwar kayayyaki.Kamar yadda farashin kayan siliki na yanzu ya daidaita, ana kuma sa ran farashin wafer zai yi ƙasa a hankali.
Bangaren baturi:Farashin ya ci gaba da raguwa a wannan makon, tare da nau'in batura na N-suna ganin matsakaicin faduwa na 5.4%.Kwanan nan, masana'antun batir sun fara rage shirye-shiryen samarwa a hankali, tare da wasu kamfanoni suna shiga matakin share kaya a ƙarshen wata.Ribar batir mai nau'in P ya ɗan sake dawowa, yayin da ake siyar da batura masu nau'in N a asara.An yi imanin cewa tare da sauye-sauyen buƙatun kasuwa na yanzu, haɗarin tarin batir yana ƙaruwa.Ana sa ran farashin aiki zai ci gaba da raguwa a watan Yuni, kuma ƙarin faɗuwar farashin yana yiwuwa.
Bangaren Module:Farashin ya ɗan ragu kaɗan a wannan makon.A cikin sabon tsarin sayan da Kamfanin makamashi na Beijing ya yi, mafi ƙarancin farashi ya kasance 0.76 RMB/W, wanda ya jawo hankalin masana'antu.Duk da haka, bisa ga zurfin fahimta daga Sohu Photovoltaic Network, manyan kamfanoni masu daukar hoto a halin yanzu suna fatan daidaita farashin kasuwa da kuma kauce wa ƙaddamar da rashin hankali.Misali, a cikin kwanan nan na siyan na'urori na hotovoltaic na 100MW na Kamfanin Shaanxi Coal da Chemical Industry Power Company a gundumar Xia, farashin ya tashi daga 0.82 zuwa 0.86 RMB/W, tare da matsakaicin 0.8374 RMB/W.Gabaɗaya, farashin sarkar masana'antu na yanzu suna cikin raguwar tarihi, tare da bayyana yanayin ƙasa.Kamar yadda buƙatun shigarwa na ƙasa ke farfadowa, sararin farashin ƙasa don kayayyaki yana iyakance.
Lokacin aikawa: Juni-03-2024