Muva nje, i-China Nonferrous Metals Industry Association Silicon Branch (ebizwa ngokuthi “i-Silicon Branch”) ikhiphe idatha ikhombisa ukuthi kuleli sonto, amanani emakethe ye-polysilicon azinzile kakhulu. Uhlobo lwe-N luphinde lwaphonsa intengo emaphakathi yama-yuan angu-41,700 / ithani, izinhlayiya zohlobo lwe-N ze-silicon intengo emaphakathi yama-yuan angu-39,000 / ithani, intengo emaphakathi ye-P-type polysilicon yama-yuan ayizigidi ezingu-3.40 / ithani. million yuan / ithani. Kubikwa ukuthi kuleli sonto, i-polysilicon kuphela inhloko yamabhizinisi ambalwa anezinkokhelo ze-batch, amanye amabhizinisi asasebenza kakhulu ekuqaliseni i-oda langaphambilini, i-single entsha isayine kancane.
Intengo, inani elincane kuphela lamabhizinisi ayingxenye yokuthengiselana kokwenyuka kwentengo ye-oda, imboni ye-silicon izokwahlulela, ukwenyuka kwentengo yendawo kulesi sigaba akukasabalali kabanzi kwamanye amabhizinisi, futhi amabhizinisi ukulandela ubunzima bokufinyelela ukuvumelana ukwenyuka kwentengo kusadinga isikhathi esithile. Ngaphezu kwalokho, njengamanje, wonke amabhizinisi ase-China e-polysilicon akhiqizwayo ngokuyisisekelo asebenza ngomthwalo oncishisiwe. Kulesi sigaba, inhloko yamabhizinisi namanye amabhizinisi ekuboneni isimo emakethe ibonakale umehluko omkhulu, kulindeleke ukuthi amanani emakethe azayo azoqhubeka isikhathi somdlalo oqinile, ukwehluka kwentengo yokuthengiselana kwebhizinisi kuye kwanda ukuthambekela.
Ngokusho kwenhlangano yezimboni i-InfoLink, kusenesimo esithile sokulinda nokubona emakethe, futhi umdlalo wokwenyuka kwentengo ye-silicon uzoqhubeka, futhi sidinga ukubona izinguquko zesu labathengi nabathengisi kanye nezinguquko zemakethe. Kuleli sonto, amanye ama-oda asetshenzisiwe anezintengo ezikhuphuke kancane uma kuqhathaniswa nesikhathi esidlule, futhi imikhawulo ephezulu nephansi yamanani okuthengiselana ngezinto ze-silicon ibilokhu ikhuphuka, kodwa ukwamukelwa kokwehla kunqunyelwe, futhi ukuthengiselana kwe-batch akukabonakali.
Amanani e-silicon wafer nawo azinzile kuleli sonto, lapho, khona, intengo ephakathi yokuthengiselana kwe-silicon wafer yohlobo lwe-N-type G10L monocrystalline izinzile ku-1.18 yuan / ucezu; intengo ephakathi yokuthengiselana kwe-silicon wafer yohlobo lwe-N-type G12R monocrystalline izinzile ku-1.3 yuan / ucezu; intengo ephakathi yokuthengiselana kwe-silicon wafer yohlobo lwe-N-type G12 monocrystalline izinzile ku-1.55 yuan / ucezu.
Kusukela esimweni sokuhlinzekwa kanye nesidingo, ohlangothini lokuhlinzekwa, ukukhiqizwa kwe-silicon wafer kaFebhuwari kulindeleke ukuthi kube cishe yi-44GW, uma kuqhathaniswa nokwehla okuncane kwendandatho kaJanuwari, umugqa wamabhizinisi uphinde walungisa izinga lokuqala elilindelwe. Ngokusho kwezibalo, kuleli sonto, amabhizinisi amabili okuqala agcine izinga lokuqala elingu-50% no-55%, ngokulandelana, amabhizinisi ahlanganisiwe ukuze agcine izinga lokuqala elingu-60%-80%, amanye amabhizinisi ukuze agcine izinga lokuqala elingu-40%-80%.
Ukwahlulela kwegatsha lemboni ye-Silicon, amabhizinisi amanje e-wafer asenempahla ethile esandleni, usayizi womuntu ngamunye ngenxa yokunikezwa kokulungiswa okukhulu kuyinto evamile, imakethe iyonke igcina isimo sokungafakwa kwezinto, ngakho-ke amanani e-wafer cishe ngeke ashintshe kakhulu.
I-InfoLink ikhulume ukuthi kuleli sonto, ukuzilawula kwemboni kuqhubekile nokuvunda, inhlangano ibuyekeze inani eliphelele kanye nokwabiwa kwebhizinisi ngalinye. Njengoba ukusebenza kwemakethe kuhlelwa kancane kancane, ukuthambekela kwentengo yama-silicon wafers kuzothinteka amandla okusebenza kwamabhizinisi, futhi intengo elandelayo kulindeleke ukuthi igcine intuthuko ezinzile.
Ibhethri, kuleli sonto, intengo ephakathi kweseli yohlobo lwe-P M10 ihlale ku-0.33 yuan / W, intengo ephakathi kweseli yohlobo lwe-N M10 kuleli sonto ihlale ku-0.29 yuan / W, intengo ephakathi yeseli yohlobo lwe-N G12R, G12 ihlale ihleli ku-0.28 yuan / W kanye no-0.295 yuan / W.
Uma sibheke phambili ekuthambekeni kwentengo okulandelayo, i-InfoLink ikholelwa ukuthi izici zenqubomgomo ziyavuvukala kancane kancane, isidingo sokugcina kanye nokunikezwa kwebhethri kuthinteka ngokulandelana ngokumaketha kwezindleko ezintsha zokungenisa amandla, izivumelwano zokuzilawula zemboni nezinye izici, futhi kudingeka futhi sicabangele izinguquko ekuhlinzekweni nasekufunweni kobukhulu obuhlukahlukene, isibonelo, isidingo sesikhashana samaseli ebhethri anosayizi we-G12R asikabonanga ukwanda okukhulu kokwehla kwentengo ephezulu, usayizi wamanani eseli lebhethri ungase ukhululwe futhi. Sekukonke, ngenxa yama-oda kaMashi, ukuhlela okuphezulu nokuphansi akukacaci ngokuphelele, abakhiqizi bamanje bamabhethri balinde futhi babone isimo sengqondo sinamandla, intengo yezinye izixhumanisi zomdlalo nayo ingaba namandla kakhulu, amathuba okuthuthuka okuzinzile kwamanani ebhethri alandelayo kulindeleke ukuthi abe phezulu.
Okukhathaza kakhulu isixhumanisi sezingxenye, idatha ye-InfoLink ikhombisa ukuthi imakethe yezindawo zakamuva kanye namaphrojekthi ahlanganisiwe azinzile, ama-oda asanda kusayinwa awakaxazululwa ngokugcwele, abakhiqizi bezingxenye baphinde baphakamisa lesi siphakamiso, noma kunjalo, ukulethwa kwakamuva akushintshi, ukwenyuka kwentengo kusadinga isikhathi sokukhiqiza.
Ngokukhethekile, kuleli sonto, ukulethwa kwentengo yokusebenza kwengxenye ye-TOPCon engaba ngu-0.6 yuan / W - 0.70 yuan / W, intengo ephansi engu-0.6 yuan / W - 0.65 yuan / W incipha kancane kancane. Okunye kwentengo yokuthengisa yencazelo yomkhiqizo, ububanzi bentengo yemojula yengilazi engu-182 PERC engu-0.6 yuan / W - 0.68 yuan / W, amanani emojula ye-HJT aphakathi kuka-0.69 yuan / W - 0.85 yuan / W, ukubandlulula okukhulu kwentengo yephrojekthi phakathi nendawo kanye nobubanzi bentengo ephansi engu-0.7 yuan / W - 0.8 yuan / W phakathi. Ku-BC, ingxenye ye-N-TBC, intengo yamanje iphakathi kuka-0.68 Yuan/W-0.79 Yuan/W.
