Farashin Polysilicon ya faɗi ƙasa da yuan 200 / kg, kuma ba shakka cewa ya shiga tashar ƙasa.
A watan Maris, da umarnin masana'antun kayayyaki sun cika, kuma damar ƙarfin masana'antu za su karu kadan a watan Afrilu, da kuma damar da aka sanya za su fara hanzarta a lokacin.
Dangane da sarkar masana'antu, da ƙarancin yashi-yashi-yashi mai tsabta yana ci gaba da ƙaruwa, kuma farashin yana ci gaba da haɓaka, kuma farashin ba zai iya yiwuwa ba. Bayan rage farashin kayan silicon, jagoran silikon da kamfanonin da aka gicciye har yanzu sune manyan masu amfana na sarkar masana'antu a wannan shekara.
Farashin silicon kayan da aka ci gaba da karkatar da karuwar hanzari a bangaren bangaren
Dangane da sabon ambaliyar Polysilicon ta hanyar Shanghai Cibiyar sadarwa a ranar 6 ga Afrilu, matsakaicin farashin kayan polysilicon ya sake ciyar da 206.5 yuan / kg; Matsakaicin farashin kayan polysilicon mai yawa shine 202.5 Yuan / kg. Wannan zagaye na farashin kayan aikin polysilicon ya fara ne a farkon Fabrairu, kuma ya ci gaba da raguwa tun. A yau, farashin polysilicon mai dorewa a hukumance ya faɗi a ƙasa da alamar yuan 200 / ton a karon farko.
Kallon lamarin silikon wavers, farashin silicon da silicon bai canza kwanan nan ba, wanda ya bambanta da farashin kayan siliki.
A yau Branch ta Silicon ta sanar da sabon farashin silicon, wanda matsakaita farashin 182mm / 150μm shine 8.2 Yuan / SOTO iri ɗaya ne kamar ambaton makon da ya gabata. Dalilin reshen Masallacin Silicon ya yi bayani shine cewa samar da silikon wafers, kuma dangane da bukatar, girma nau'in n-Type ya rage gudu saboda matsalolin n-nau'in tsarin samarwa.
Sabili da haka, gwargwadon ci gaban magana, kayan silicon ya shiga cikin tashar ƙasa. Bayanin ƙarfin aiki daga Janairu zuwa Fabrairu ya wuce tsammanin, tare da karuwar shekara na shekara 87.6%. A kashe na gargajiya na gargajiya na farkon kwata, bai yi jinkirin ba. Ba wai kawai ba sannu a hankali ba, ya kuma buga babban rikodin. Ana iya faɗi cewa ya fara farawa. Yanzu da ya shiga Afrilu, kamar yadda farashin kayan silicon ya ci gaba da faɗuwa, kayan aikin ƙasa da ƙasa da kuma shigarwa ta hanyar shigarwa kuma a fili ya fara hanzarta hanzarta.
A bangaren bango, ƙaddamar da gida a cikin Maris ya kusan 31.6gw, karuwar watanni 2.5gW 2.5gW watan. Biyan timinti a farkon watanni uku na farko shine 63.2GW, karuwar kimanin shekara 30gw. %, an fahimci cewa damar samar da kamfanonin samarwa da aka yi amfani da shi tun watan Maris, da kuma tsarin samarwa na kamfanoni guda hudu, Likihu, zai karu kadan.
Saboda haka, Jiangsi ya yi imanin cewa m masana'antu ya faɗi ƙasa 200 yuan / kg, wanda shima yana nufin cewa yanayin ƙasa yana daɗaɗawa. Ko da wasu kamfanoni suna fatan ta daura farashin, hakan ma ya fi wahala, saboda kayan kwalliya ma sun zama babba. Baya ga manyan masana'antu na polysilon, akwai kuma 'yan wasan da suka gabata. Haba tare da tsammanin manyan-sikelin fadada a karo na biyu na rabin shekara, masana'antar ƙasa ta ƙasa na iya karbarsa idan suna son yin farashin.
Da ribar da aka saki ta kayan silicon,Shin silicon ta cinye ta hanyar siliki da siliki?
A shekarar 2022, sabon ikon da aka sanya hoton daukar hoto a kasar Sin zai zama 87.41GW. An kiyasta cewa sabon damar da aka sanya hotunan daukar hoto a kasar Sin za a iya kiyasta shi a 130GW wannan shekara, tare da ci gaban kusan 50%.
Bayan haka, kan aiwatar da rage farashin kayan silibon da sannu a hankali sakawa, ta hanyar wafer ya gudana da wafer da aka kwashe su gaba daya kuma za su ci gaba daya da kuma rauni?
Binciken Jianzhi ya yi imani da cewa, ba kamar hasashen shekararsa ba wannan kayan siliki zai gudana zuwa kananan yashi na Qualz, kowa ya biya ƙarin hanyar Silicon Waler, haka silicon Wafers, mai gicciye, da yashi na qasa da yashi sun zama ainihin sassan masana'antu a wannan shekara.
Matsakaicin yashi-yashi-yashi-yashi ya ci gaba da ƙaruwa, don haka farashin kuma yana ƙaruwa. An faɗi cewa farashin mafi girman farashin ya tashi zuwa 180,000 / ton, amma har yanzu yana tashi, kuma yana iya tashi zuwa ƙarshen 10,000 / ton a ƙarshen Afrilu. Ba zai iya tsayawa ba.
Analogous zuwa kayan silicon na bara, lokacin da farashin yashi na qugy ya tashi daga cikin wafer da kamfanoni masu rauni don haɓaka farashin lokacin ƙaranci, don haka har ma Idan an ci dukkan su, ana cin riba ba zai isa ba, amma a cikin yanayin da farashin yashi na tsakiya da na ciki har yanzu silicon ne dafers da crucibles.
Tabbas, wannan dole ne tsarin tsari. Misali, tare da farashin karuwar yashi mai ƙarfi da kamfanonin silicon na biyu, kamfanonin silicon na uku silicon zasu tashi sosai, suna da wahala yin gasa tare da manyan 'yan wasa.
Koyaya, ban da silicon kayan da yankuna silicon, sel da kayayyaki a cikin babban sarkar kayan za su iya amfana daga rage farashin kayan siliki, amma fa'idodin bazai zama mai girma kamar yadda aka zata.
Don kamfanonin da aka haɗa, kodayake farashin na yanzu shine kusan 1.7 yuan / w, zai iya rage farashin ƙasa da rage farashin kayan siliki. Koyaya, yana da wuya a faɗi yadda girman farashin yashi mai yawa zai iya tashi. , don haka har yanzu ana amfani da ƙimar mahimmanci da kuma jagorancin kamfanonin Silicon.
Lokaci: APR-10-2023