Kwanan nan, ƙungiyar masana'antar ƙarfe ta China Nonferrous Metals Reshen Silicon (wanda daga baya ake kira "Reshen Silicon") ta fitar da bayanai cewa a wannan makon, farashin kasuwar polysilicon ya yi daidai da daidaito gaba ɗaya. Nau'in N-type ya sake jefa matsakaicin farashin yuan 41,700 / ton, barbashi na silicon nau'in N-type matsakaicin farashin yuan 39,000 / ton, matsakaicin farashin polysilicon nau'in P-type yuan miliyan 3.40 / ton miliyan 000 / ton. An ruwaito cewa a wannan makon, polysilicon ne kawai shugaban wasu kamfanoni ke da ma'amaloli na rukuni, sauran kamfanonin har yanzu suna aiwatar da umarnin da ya gabata, sabon single da aka sanya hannu ƙasa da haka.
Farashi, ƙananan kamfanoni ne kawai ke cikin ciniki na ƙara farashin oda, masana'antar silicon za ta yi hukunci, hauhawar farashin gida a wannan matakin ba ta yaɗu sosai ga sauran kamfanoni ba, kuma kamfanoni don bin diddigin wahalar cimma matsaya kan ƙara farashin har yanzu suna buƙatar ɗan lokaci. Bugu da ƙari, a yanzu, duk kamfanonin polysilicon na China da ke samarwa suna cikin ƙarancin aiki. A wannan matakin, shugaban kamfanoni da sauran kamfanoni a cikin kasuwar fahimtar yanayin ya bayyana manyan bambance-bambance, ana sa ran farashin kasuwa na gaba zai ci gaba na ɗan lokaci na rashin tabbas, bambance-bambancen farashin ciniki na kasuwanci ya ƙaru.
A cewar lura da ƙungiyar masana'antu ta InfoLink, har yanzu akwai wani yanayi na jira da gani a kasuwa, kuma wasan ƙara farashin silicon zai ci gaba, kuma muna buƙatar lura da canje-canjen dabarun masu siye da masu siyarwa da kuma canje-canjen kasuwa. A wannan makon, wasu daga cikin umarnin da aka aiwatar sun ɗan ƙara farashi idan aka kwatanta da na baya, kuma iyakokin sama da ƙasa na farashin kayan silicon suna ci gaba da hauhawa, amma karɓar ƙasa yana da iyaka, kuma ma'amaloli ba su bayyana ba tukuna.
Farashin wafer na silicon shi ma ya yi daidai a wannan makon, wanda daga ciki, matsakaicin farashin ma'amala na silicon wafer na N-type G10L monocrystalline ya daidaita a yuan 1.18 / yanki; matsakaicin farashin ma'amala na silicon wafer na N-type G12R monocrystalline ya daidaita a yuan 1.3 / yanki; matsakaicin farashin ma'amala na silicon wafer na N-type G12 monocrystalline ya daidaita a yuan 1.55 / yanki.
Daga yanayin wadata da buƙata, ɓangaren samar da kayayyaki, ana sa ran samar da wafer silicon wafer na watan Fabrairu zai kai kimanin 44GW, idan aka kwatanta da zagayen Janairu kaɗan, ana sa ran layin kamfanoni sun sake daidaita ƙimar farawa. A cewar ƙididdiga, a wannan makon, kamfanoni biyu na farko za su ci gaba da ƙimar farawa na 50% da 55%, bi da bi, haɗakar kamfanoni don kiyaye ƙimar farawa na 60%-80%, sauran kamfanoni kuma za su ci gaba da ƙimar farawa na 40%-80%.
Hukuncin reshen masana'antar silicon, kamfanonin wafer na yanzu har yanzu suna da wasu kaya a hannu, girman mutum saboda samar da manyan gyare-gyare abu ne na yau da kullun, kasuwa gaba ɗaya don kiyaye yanayin rage kaya, don haka farashin wafer ba zai iya canzawa sosai ba.
InfoLink ta ambaci cewa a wannan makon, tsarin kula da kai na masana'antu ya ci gaba da ƙarfi, ƙungiyar ta sabunta jimlar adadin da kuma rabon kowace kamfani. Yayin da ake daidaita harkokin kasuwa a hankali, yanayin farashin wafers na silicon zai shafi ƙarfin aiwatar da kamfanoni, kuma ana sa ran farashin da zai biyo baya zai ci gaba da samun ci gaba mai ɗorewa.
Batir, a wannan makon, matsakaicin farashin ƙwayoyin P-type M10 ya kasance a 0.33 yuan / W, matsakaicin farashin ƙwayoyin N-type M10 a wannan makon ya yi daidai da 0.29 yuan / W, matsakaicin farashin ƙwayoyin G12R na N-type, ya kasance daidai da 0.28 yuan / W da 0.295 yuan / W.
Da yake fatan ganin yanayin farashi mai zuwa, InfoLink ta yi imanin cewa abubuwan da suka shafi manufofi suna raguwa a hankali, buƙatar tashar jiragen ruwa da samar da batir suna shafar kasuwar sabbin kuɗin shigar da makamashi, yarjejeniyoyin sarrafa kansu na masana'antu da sauran abubuwa, kuma suna buƙatar la'akari da canje-canje a cikin wadata da buƙata na girma dabam-dabam, misali, buƙatar ɗan gajeren lokaci na ƙwayoyin batirin G12R bai ga ƙaruwa mai yawa a cikin faɗuwar farashin sama ba, girman farashin ƙwayoyin batirin na iya sake sassautawa. Gabaɗaya, saboda umarnin Maris, jadawalin sama da na ƙasa har yanzu ba a bayyana shi gaba ɗaya ba, yanayin jira da gani na masana'antun batir na yanzu yana da ƙarfi, farashin wasu hanyoyin haɗi zuwa wasan na iya zama mafi tsanani, ana sa ran yiwuwar ci gaba mai ɗorewa na farashin batirin na gaba zai yi girma.
Abin da ya fi damu shi ne hanyar haɗin kayan aiki, bayanai na InfoLink sun nuna cewa kasuwar tabo ta baya-bayan nan da ayyukan tsakiya sun tabbata, sabbin oda da aka sanya hannu ba a kammala su gaba ɗaya ba tukuna, masana'antun kayan aiki sun sake tayar da tayin, duk da haka, isar da kayan aiki kwanan nan ya yi ƙasa, hauhawar farashin har yanzu yana buƙatar lokaci don yin biredi.
Musamman ma, a wannan makon, isar da farashin kayan aikin TOPCon na kimanin yuan 0.6 / W - 0.70 yuan / W, ƙarancin farashin yuan 0.6 / W - 0.65 yuan / W yana raguwa a hankali. Sauran farashin siyar da samfurin, kewayon farashin module mai gilashi biyu na PERC 182 na 0.6 yuan / W - 0.68 yuan / W, farashin module na HJT tsakanin 0.69 yuan / W - 0.85 yuan / W, babban bambancin farashin aikin a cikin matsakaicin farashi da ƙarancin farashi na 0.7 yuan / W - 0.8 yuan / W tsakanin. Ga BC, ɓangaren N-TBC, farashin yanzu yana tsakanin 0.68 Yuan/W-0.79 Yuan/W.
