Kutshanje, i-China Nonferrous Metals Industry Association Silicon Branch (ebizwa ngokuba yi "Silicon Branch") ikhuphe idatha ebonisa ukuba kule veki, amaxabiso emarike ye-polysilicon azinzile ngokubanzi. Uhlobo lwe-N luphinda lulahle ixabiso eliphakathi le-41,700 yuan / ton, amasuntswana e-N e-silicon amaxabiso aphakathi angama-39,000 yuan / ton, ixabiso eliphakathi le-P-type polysilicon liyi-3.40 yezigidi zeeyuan / ton. yezigidi zeeyuan / ton. Kuxelwe ukuba kule veki, i-polysilicon yintloko yamashishini ambalwa kuphela aneentengiselwano zebhetshi, amanye amashishini asasebenza kakhulu kwi-odolo yangaphambili, enye entsha isayine ngaphantsi.
Ixabiso, inani elincinci lamashishini liyinxalenye yentengiselwano yokunyusa amaxabiso, ishishini lesilicon liya kugweba, ukunyuka kwamaxabiso asekuhlaleni kweli nqanaba akukasasazeki kakhulu kwamanye amashishini, kwaye amashishini ukulandela ubunzima bokufikelela kwisivumelwano sokunyuka kwamaxabiso kusadinga ixesha elithile. Ukongeza, okwangoku, onke amashishini e-polysilicon aseTshayina akwimveliso ngokusisiseko akwinkqubo yokunciphisa umthwalo. Kweli nqanaba, intloko yamashishini kunye namanye amashishini kwimbono yemarike yemeko yabonakala umahluko omkhulu, kulindeleke ukuba amaxabiso emarike alandelayo aqhubeke ixesha lomdlalo onzima, umahluko wamaxabiso entengiselwano yeshishini uye wanda.
Ngokwengxelo ye-InfoLink, umbutho wezoshishino ubonisa ukuba kusekho imeko ethile yokulinda nokubona kwimarike, kwaye umdlalo wokunyuka kwamaxabiso e-silicon uza kuqhubeka, kwaye kufuneka sijonge utshintsho lwesicwangciso sabathengi nabathengisi kunye notshintsho lwemarike. Kule veki, ezinye zee-odolo eziphunyeziweyo zinyuke kancinci amaxabiso xa kuthelekiswa nexesha elidlulileyo, kwaye imida ephezulu nesezantsi yamaxabiso entengiselwano yezinto ze-silicon iye yanyuka, kodwa ukwamkelwa kokwehla kuncinci, kwaye iintengiselwano zebhetshi azikabonakali.
Amaxabiso e-silicon wafer nawo ebezinzile kule veki, apho ixabiso eliphakathi lentengiselwano ye-silicon wafer yohlobo lwe-N-type G10L monocrystalline lizinzile kwi-1.18 yuan / isiqwenga; ixabiso eliphakathi lentengiselwano ye-silicon wafer yohlobo lwe-N-type G12R monocrystalline lizinzile kwi-1.3 yuan / isiqwenga; ixabiso eliphakathi lentengiselwano ye-silicon wafer yohlobo lwe-N-type G12 monocrystalline lizinzile kwi-1.55 yuan / isiqwenga.
Kwimeko yokubonelela ngezidingo, kwicala lokubonelela, imveliso ye-silicon wafer kaFebruwari kulindeleke ukuba ibe malunga ne-44GW, xa kuthelekiswa nokuncipha okuncinci kwendandatho kaJanuwari, uluhlu lwamashishini luye lwaphinda lwalungisa izinga lokuqala elilindelekileyo. Ngokwezibalo, kule veki, amashishini amabini okuqala agcina izinga lokuqala le-50% kunye ne-55%, ngokulandelanayo, amashishini adibeneyo agcina izinga lokuqala le-60%-80%, amanye amashishini agcina izinga lokuqala le-40%-80%.
Isebe leshishini leSilicon, amashishini angoku e-wafer asenayo impahla esandleni, ubungakanani bomntu ngamnye ngenxa yokubonelela ngohlengahlengiso olukhulu yinto eqhelekileyo, imarike iyonke igcina imeko ye-de-inventory, ngoko amaxabiso e-wafer akunakwenzeka ukuba atshintshe kakhulu.
I-InfoLink ikhankanye ukuba kule veki, ukuzilawula kweshishini kuqhubekile nokuvunda, umbutho uhlaziye isabelo sisonke kunye nokwabiwa kweshishini ngalinye. Njengoko ukusebenza kwemarike kusenziwa ngokuthe ngcembe, indlela amaxabiso ee-silicon wafers aya kuchaphazeleka ngamandla okusebenza kwamashishini, kwaye ixabiso elilandelayo kulindeleke ukuba ligcine uphuhliso oluzinzileyo.
Ibhetri, kule veki, ixabiso eliphakathi leseli yohlobo lwe-P M10 lihlale likwi-0.33 yuan / W, ixabiso eliphakathi leseli yohlobo lwe-N M10 kule veki lihleli liyi-0.29 yuan / W, ixabiso eliphakathi leseli yohlobo lwe-N G12R, G12 lihleli lihleli liyi-0.28 yuan / W kunye ne-0.295 yuan / W.
Ijonge phambili kwindlela elandelayo yamaxabiso, i-InfoLink ikholelwa ukuba izinto ezimalunga nemigaqo-nkqubo ziyavunda kancinci kancinci, imfuno yesiphelo kunye nokunikezelwa kwebhetri ngokulandelelanayo zichaphazeleka kukuthengiswa kweerhafu ezintsha zokungenisa amandla, izivumelwano zokuzilawula kushishino kunye nezinye izinto, kwaye kufuneka kuqwalaselwe utshintsho ekunikezelweni nasekufunweni kobukhulu obahlukeneyo, umzekelo, imfuno yexesha elifutshane yeeseli zebhetri ezinobukhulu be-G12R ayikabonanga ukunyuka okukhulu kwexabiso elinyukayo, ubungakanani bamaxabiso eseli yebhetri bunokukhululwa kwakhona. Ngokubanzi, ngenxa yee-odolo zikaMatshi, ishedyuli ephezulu nesezantsi ayikacaci ngokupheleleyo, abavelisi bebhetri bangoku balinde baze babone imeko inamandla, ixabiso lezinye iikhonkco kumdlalo linokuba likhulu ngakumbi, amathuba ophuhliso oluzinzileyo lwamaxabiso ebhetri alandelayo kulindeleke ukuba abe phezulu.
Eyona nto ixhalabisayo yikhonkco lecandelo, idatha ye-InfoLink ibonisa ukuba imakethi yendawo yakutshanje kunye neeprojekthi ezibekwe kwindawo enye zizinzile, ii-odolo ezisandula ukusayinwa azikagqitywa ngokupheleleyo, abavelisi becandelo baphinda baphakamisa esi sibonelelo, nangona kunjalo, ukuhanjiswa kwakutshanje akuguquki, ukunyuka kwamaxabiso kusadinga ixesha lokwenziwa.
Ngokukodwa, kule veki, ukuhanjiswa kwexabiso lecandelo le-TOPCon elimalunga ne-0.6 yuan / W - 0.70 yuan / W, ixabiso eliphantsi le-0.6 yuan / W - 0.65 yuan / W liyancipha kancinci kancinci. Ixabiso lokuthengisa eliseleyo lemveliso, uluhlu lwexabiso lemodyuli yeglasi ephindwe kabini ye-182 PERC ye-0.6 yuan / W - 0.68 yuan / W, amaxabiso emodyuli ye-HJT phakathi kwe-0.69 yuan / W - 0.85 yuan / W, ixabiso elikhulu leprojekthi liphakathi kwaye ixabiso eliphantsi le-0.7 yuan / W - 0.8 yuan / W phakathi. Kwi-BC, inxalenye ye-N-TBC, ixabiso langoku liphakathi kwe-0.68 Yuan/W-0.79 Yuan/W.
