Farashin polysilicon ya faɗi ƙasa da yuan 200 / kg, kuma babu shakka ya shiga tashar ƙasa.
A watan Maris, umarni na masana'antun na'urori sun cika, kuma ƙarfin da aka shigar na kayayyaki zai ƙara ƙaruwa a cikin Afrilu, kuma ƙarfin da aka shigar zai fara haɓakawa a cikin shekara.
Dangane da sarkar masana'antu, ƙarancin yashi mai tsabta mai tsabta yana ci gaba da ƙaruwa, kuma farashin yana ci gaba da tashi, kuma saman ba shi da tabbas.Bayan rage farashin kayan siliki, manyan kamfanonin wafer da kamfanonin crucible har yanzu sune manyan masu cin gajiyar sarkar masana'antar photovoltaic a wannan shekara.
Farashin kayan silicon da wafers na siliki suna ci gaba da karkatar da hanzarin sayayya lokaci guda a ɓangaren ɓangaren.
Dangane da sabon zance na polysilicon na cibiyar sadarwa ta Shanghai Nonferrous a ranar 6 ga Afrilu, matsakaicin farashin sake ciyar da polysilicon shine yuan 206.5/kg;Matsakaicin farashin polysilicon m abu shine 202.5 yuan/kg.Wannan zagaye na raguwar farashin kayan polysilicon ya fara ne a farkon Fabrairu, kuma ya ci gaba da raguwa tun lokacin.A yau, farashin kayan abu mai yawa na polysilicon bisa hukuma ya faɗi ƙasa da alamar yuan/ton 200 a karon farko.
Dubi halin da ake ciki na siliki, farashin siliki na siliki bai canza ba kwanan nan, wanda ya bambanta da farashin kayan silicon.
A yau Reshen Masana'antar Silicon ya sanar da sabon farashin wafer silicon, wanda matsakaicin farashin 182mm/150μm shine yuan 6.4, kuma matsakaicin farashin 210mm/150μm shine yuan 8.2, wanda yayi daidai da abin da aka ambata a makon da ya gabata.Dalilin da Reshen Masana'antu na Silicon ya bayyana shi ne, samar da wafers na siliki yana da tsauri, kuma ta fuskar buƙata, haɓakar batirin nau'in N-nau'in ya ragu saboda matsalolin da ake samu na lalata layin samarwa.
Saboda haka, bisa ga sabon ci gaban zance, kayan silicon sun shiga tashar ƙasa a hukumance.Bayanai na iya aiki daga watan Janairu zuwa Fabrairu na wannan shekara sun zarce yadda ake tsammani, tare da karuwa a shekara-shekara na 87.6%.A cikin al'ada na kashe-lokaci na farkon kwata, ba a jinkirta ba.Ba wai kawai ya kasance ba a hankali ba, har ila yau ya kai matsayi mai girma.Ana iya cewa ya fara da kyau.Yanzu da ya shiga Afrilu, yayin da farashin kayan siliki ke ci gaba da faɗuwa, jigilar kayan aikin ƙasa da shigarwar tasha Hakanan a fili ya fara haɓakawa.
Ta bangaren bangaren, tayin cikin gida a watan Maris ya kai kusan 31.6GW, karuwar 2.5GW duk wata.Tarar da aka yi a cikin watanni uku na farko shine 63.2GW, adadin karuwar kusan 30GW duk shekara.%, an fahimci cewa an yi amfani da ainihin ƙarfin samar da manyan kamfanoni tun watan Maris, kuma jadawalin samar da manyan kamfanoni guda huɗu, LONGi, JA Solar, Trina, da Jinko, zai ƙaru kaɗan.
Don haka, binciken Jianzhi ya yi imanin cewa, ya zuwa yanzu, yanayin masana'antu ya yi daidai da hasashen da aka yi, kuma a wannan karon farashin kayayyakin siliki ya fadi kasa da yuan 200/kg, wanda hakan ke nufin cewa ba za a iya tsayawa ba.Ko da wasu kamfanoni suna fatan tada farashin, Har ila yau, yana da wuyar gaske, saboda kaya ma yana da girma.Baya ga manyan masana'antun polysilicon, akwai kuma ƴan wasa da yawa da suka shigo cikin marigayi.Haɗe tare da tsammanin haɓaka mai girma a cikin rabin na biyu na shekara, masana'antun polysilicon na ƙasa na iya ƙi yarda da shi idan suna son haɓaka farashin.
Ribar da kayan siliki suka fitar,Za a cinye shi da wafern siliki da crucibles?
A cikin 2022, sabon ikon da aka shigar na photovoltaics a China zai zama 87.41GW.An yi kiyasin cewa, za a yi kiyasin sabon karfin da aka sanya na daukar hoto a kasar Sin a 130GW a wannan shekara, tare da karuwar kusan kashi 50%.
Bayan haka, a cikin tsarin rage farashin siliki da kuma fitar da riba a hankali, ta yaya ribar za ta gudana, kuma za a cinye su gaba ɗaya da wafern silicon da crucible?
Jianzhi Research ya yi imanin cewa, sabanin hasashen shekarar da ta gabata cewa kayan siliki za su gudana zuwa kayayyaki da sel bayan yanke farashin, a wannan shekara, tare da ci gaba da haɓaka ƙarancin yashi na ma'adini, kowa ya fi mai da hankali kan hanyar haɗin silicon wafer, don haka silicon wafers, Crucible, da yashi ma'adini mai tsabta sun zama ainihin sassan masana'antar photovoltaic a wannan shekara.
Karancin yashin ma'adini mai tsafta yana ci gaba da karuwa, don haka farashin kuma yana hauhawa.An ce farashin mafi girma ya tashi zuwa 180,000 / ton, amma har yanzu yana tashi, kuma yana iya tashi zuwa 240,000 / ton a karshen Afrilu.Ba za a iya tsayawa ba.
Daidai da kayan siliki na bara, lokacin da farashin yashi ma'adini ke tashi sosai a wannan shekara kuma babu ƙarshen gani, a zahiri za a sami babban ƙarfin tuƙi don wafer silicon da kamfanonin crucible don haɓaka farashin yayin ƙarancin lokaci, don haka ma. idan an cinye su duka, riba ba za ta isa ba , amma a cikin halin da ake ciki inda farashin yashi na tsakiya da na ciki ya ci gaba da karuwa, mafi yawan amfanin har yanzu shine silicon wafers da crucibles.
Tabbas, wannan dole ne ya zama tsari.Misali, tare da karuwar farashin yashi mai tsafta da kuma crucible ga kamfanonin siliki na biyu da na uku, farashin da ba na siliki ba zai tashi sosai, yana da wahala a yi gogayya da manyan ’yan wasa.
Duk da haka, ban da kayan silicon da wafers na siliki, sel da kayayyaki a cikin babban sarkar masana'antu kuma za su amfana daga rage farashin kayan siliki, amma fa'idodin bazai yi girma kamar yadda aka zata a baya ba.
Ga kamfanonin sassa, kodayake farashin yanzu ya kai yuan 1.7 / W, yana iya haɓaka shigar da ƙasashen gida da na waje gabaɗaya, kuma farashin zai ragu tare da rage farashin kayan silicon.Duk da haka, yana da wuya a faɗi yadda farashin yashi mai tsabta mai tsabta zai iya tashi., don haka mahimmancin riba har yanzu za a cinye su ta hanyar crucible da manyan kamfanonin wafer silicon.
Lokacin aikawa: Afrilu-10-2023