Dhawaan, Ururka Warshadaha Birta ee Shiinaha ee aan ferrous ahayn ee Silicon Branch (oo hadda loogu yeero "Laanta Silicon") ayaa soo saaray xog muujinaysa in toddobaadkan, qiimaha suuqa polysilicon uu guud ahaan deggan yahay. Nooca N wuxuu dib u tuurayaa qiimaha celceliska ah ee 41,700 yuan / tan, walxaha nooca N ee silicon celceliska qiimaha waa 39,000 yuan / tan, celceliska qiimaha nooca P-type polysilicon waa 3.40 milyan yuan / tan. milyan yuan / tan. Waxaa la soo sheegay in toddobaadkan, polysilicon oo keliya madaxa dhowr shirkadood ayaa leh macaamil ganacsi dufcadeed, inta kale ee shirkadaha ayaa weli si weyn u fulinaya amarkii hore, kan cusub ee la saxiixay wax ka yar.
Qiimaha, tiro yar oo shirkado ah oo qayb ka ah macaamilka qiimaha kordhinta dalabka, warshadaha silicon-ka ayaa xukumi doona, kororka qiimaha maxalliga ah marxaladdan si weyn looguma faafin shirkadaha kale, shirkadaha si ay ula socdaan dhibka ah in la gaaro kororka qiimaha la isku raacsan yahay ayaa wali u baahan waqti. Intaa waxaa dheer, ilaa hadda, dhammaan shirkadaha polysilicon-ka Shiinaha ee wax soo saarka ku jira waxay asal ahaan ku jiraan hawlgal culays yar. Marxaladdan, madaxa shirkadaha iyo shirkadaha kale ee suuqa ku jira aragtida xaaladda ayaa u muuqday kala duwanaansho weyn, waxaa la filayaa in qiimaha suuqa ee xiga uu sii socon doono muddo ah ciyaar aan la isku halleyn karin, kala duwanaanshaha qiimaha macaamil ganacsigu wuxuu leeyahay u janjeero kordhay.
Sida laga soo xigtay aragtida ururka warshadaha InfoLink, wali waxaa jira xaalad sugitaan iyo aragti ah oo suuqa ka jirta, ciyaarta kororka qiimaha silikoonkuna way sii socon doontaa, waxaana u baahanahay inaan aragno isbeddellada istaraatiijiyadda ee iibsadaha iyo iibiyayaasha labadaba iyo sidoo kale isbeddellada suuqa. Toddobaadkan, qaar ka mid ah dalabaadka la fuliyay ayaa qiimo yar kor u kacay marka loo eego waagii hore, xadka sare iyo kan hoose ee qiimaha wax iibsiga ee silikoonkuna wuxuu kor u socday, laakiin aqbalaadda hoos u dhaca ayaa xaddidan, macaamillada dufcadduna weli ma soo muuqan.
Qiimaha waferka silicon sidoo kale wuu xasilloonaa toddobaadkan, kuwaas oo, celceliska macaamilka waferka silicon nooca N-nooca G10L monocrystalline qiimaha celceliska macaamilka waferka silicon nooca N-nooca G10L uu xasilloon yahay 1.18 yuan / gabal; celceliska macaamilka waferka silicon nooca N-nooca G12R monocrystalline qiimaha celceliska macaamilka waferka silicon nooca N-nooca G12R wuxuu xasilloon yahay 1.3 yuan / gabal; celceliska macaamilka waferka silicon nooca N-nooca G12 monocrystalline qiimaha wuxuu xasilloon yahay 1.55 yuan / gabal.
Xaaladda saadka iyo baahida, dhinaca saadka, wax soo saarka wafer silicon ee bisha Febraayo ayaa la filayaa inuu noqdo qiyaastii 44GW, marka la barbar dhigo giraanta Janaayo hoos u dhac yar, saf ganacsi ayaa mar kale hagaajiyay heerka bilowga ayaa la filayaa. Sida laga soo xigtay tirakoobka, toddobaadkan, laba shirkadood oo heerka koowaad ah ayaa ilaalin doona heerka bilowga ee 50% iyo 55%, siday u kala horreeyaan, shirkadaha isku dhafan si loo ilaaliyo heerka bilowga ee 60%-80%, inta soo hartayna shirkadaha ayaa ilaalin doona heerka bilowga ee 40%-80%.
Go'aanka laanta warshadaha Silicon, shirkadaha hadda jira ee wafer-ka ayaa weli haysta kayd qaar, cabbirka shaqsiga ah ee ay ugu wacan tahay bixinta hagaajinta waaweyn waa dhacdo caadi ah, suuqa oo dhan si loo ilaaliyo xaaladda ka-saarista alaabta, sidaa darteed qiimaha wafer-ka uma badna inuu si weyn isu beddelo.
InfoLink waxay xustay in toddobaadkan, is-xakamaynta warshadaha ay sii socotay, ururku wuxuu cusbooneysiiyay wadarta guud ee qoondada iyo qoondaynta shirkad kasta. Maadaama hawlgalka suuqu si tartiib tartiib ah loo siman yahay, isbeddelka qiimaha ee wafers-ka silicon-ka ayaa saameyn doona xoogga hirgelinta ee shirkadaha, qiimaha xigana waxaa la filayaa inuu sii wado horumar deggan.
Batariga, toddobaadkan, celceliska qiimaha unugyada nooca P-nooca M10 wuxuu ahaa 0.33 yuan / W, celceliska qiimaha unugyada nooca N-nooca M10 wuxuu ahaa 0.29 yuan / W, celceliska qiimaha unugyada nooca N-nooca G12R, G12 wuxuu ahaa 0.28 yuan / W iyo 0.295 yuan / W.
Iyadoo la eegayo isbeddelka qiimaha ee soo socda, InfoLink waxay aaminsan tahay in arrimaha siyaasaddu ay si tartiib tartiib ah u khamiirayaan, baahida loo qabo in la isticmaalo baytariyada iyo sahayda baytariyada ay si kala duwan u saameeyaan suuqgeynta canshuuraha cusub ee tamarta quudinta, heshiisyada is-xakamaynta warshadaha iyo arrimo kale, iyo sidoo kale waxay u baahan yihiin in la tixgeliyo isbeddellada ku yimaada saadka iyo baahida cabbirro kala duwan, tusaale ahaan, baahida muddada gaaban ee unugyada baytariyada ee cabbirka G12R weli ma arag koror weyn oo ku yimid hoos u dhaca qiimaha kor u kaca, cabbirka qiimaha unugyada baytariyada ayaa laga yaabaa in dib loo dejiyo mar kale. Guud ahaan, sababtoo ah dalabaadka Maarso, jadwalka kor u kaca iyo kan hoose weli si buuxda uma cadda, soosaarayaasha baytariyada ee hadda jira niyadda sugitaanka iyo aragtida waa mid xooggan, qiimaha xiriiriyeyaasha kale ee ciyaarta ayaa sidoo kale noqon kara mid aad u daran, suurtagalnimada horumarinta xasilloon ee qiimaha baytariyada ee soo socda ayaa la filayaa inay ka sarreyso.
Waxa ugu badan ee laga walaacsan yahay waa isku xirka qaybaha, xogta InfoLink waxay muujineysaa in suuqa booska ee dhawaan la helay iyo mashaariicda dhexe ay yihiin kuwo deggan, dalabaadka cusub ee la saxiixay weli si buuxda looma xallin, soosaarayaasha qaybaha ayaa mar kale soo bandhigaya dalabka, si kastaba ha ahaatee, keenista dhawaan waa mid siman, kororka qiimaha wali wuxuu u baahan yahay waqti lagu sameeyo diyaarinta.
Gaar ahaan, toddobaadkan, gaarsiinta qiimaha qaybta TOPCon oo ah qiyaastii 0.6 yuan / W - 0.70 yuan / W, qiimaha hooseeya ee 0.6 yuan / W - 0.65 yuan / W ayaa si tartiib tartiib ah u yaraanaya. Qiimaha iibka ee kale ee qeexitaanka badeecada, 182 PERC laba-galaas oo kala duwan oo ah 0.6 yuan / W - 0.68 yuan / W, qiimaha moduleka HJT oo u dhexeeya 0.69 yuan / W - 0.85 yuan / W, qiimaha mashruuca oo weyn oo u dhexeeya qiimaha dhexe iyo kan hoose ee 0.7 yuan / W - 0.8 yuan / W. BC, qaybta N-TBC, qiimaha hadda jira wuxuu u dhexeeyaa 0.68 Yuan/W-0.79 Yuan/W.
