Kusibuyekezo esisha sangeviki se pv umagazini, I-OPIS, inkampani ye-Dow Jones, inikeza ukuhlaziya okulinganiselwe kokunikezwa kwemojula ye-solar PV kanye nezitayela zamanani.
I-Global Polysilicon Marker (GPM), ibhentshimark ye-OPIS ye-polysilicon ngaphandle kwaseChina, ihlolwe ku-$24.25/kg kuleli sonto, yehle ngo-$0.55/kg, noma ngo-2.22% kusukela ngesonto eledlule, okubonisa izinkomba zokuthengisa ezizwiwe.
Ngokwemithombo yemakethe, izingxoxo eziphathelene nezingxoxo zenkontileka phakathi kwabathengi nabathengisi abathile be-polysilicon okungewona amaShayina bahlangabezane nezinselele. Kuke kwabikwa ukuthi kunokungaboni ngaso linye phakathi komthengi nomthengisi mayelana nezici ezithile zenkontileka entsha yesikhathi eside, njengoba kushiwo ngumdlali odidiyelwe.
Ngokomthombo osekelwe e-China, indlela yokubeka amanani ithathwa njengento eyinselele kakhulu yezinkontileka zesikhathi eside ukuze abathengi nabathengisi bavumelane ngakho. Umthombo uphinde wachaza ukuthi izingxabano zingase ziphakame phakathi kwezinhlangothi mayelana nokuthi indlela yokubeka intengo kufanele ixhunywe yini nokuguquguquka kwezintengo ze-polysilicon yase-China.
Umakadebona embonini ugqamise izindleko eziphezulu zokukhiqiza njengenye isithiyo esikhulu ekusebenzeni kwabakhiqizi be-polysilicon ngaphandle kwaseChina. Owangaphakathi uchaze ukuthi izindleko zokukhiqiza i-polysilicon ekhiqizwa ngaphandle kwaseShayina zikhuphukele ebangeni eliphakathi kuka-$15 nangaphezulu kwama-$20. Izici ezinomthelela kulokhu kunyuka zifaka ukwehla kwamandla emali emhlabeni jikelele kanye nenkambiso ekhulayo yezinkampani ezithile ezithenga i-silicon yensimbi emithonjeni engaphandle kwaseShayina.
I-China Mono Grade, ukuhlolwa kwe-OPIS' kwezintengo ze-polysilicon ezweni kwahlolwa ku-CNY61.25 ($8.52)/kg, kwenyuke ngo-CNY0.58/kg, noma ngo-0.96% kusukela ngesonto eledlule phakathi nokwenyuka kwesidingo sabakhiqizi be-wafer se-polysilicon yohlobo lwe-p.
Njengomthombo okhuphuka nomfula, ikhwalithi yomkhiqizo yabakhiqizi abathile be-polysilicon, ikakhulukazi abasha, ifinyelele izinga elizinzile. Ngenxa yalokho, abakhiqizi be-wafer bandise ukuthengwa kwabo kwe-premium p-type polysilicon futhi bayihlanganisa ne-n-type polysilicon ukuze bakhiqize ama-wafer ohlobo lwe-n, ngaleyo ndlela behlise izindleko zokukhiqiza.
Ukuze kukhiqizwe amawafa ohlobo lwe-n, kuyadingeka ngokobuchwepheshe ukuthi ukungcola kwensimbi ku-polysilicon yohlobo lwe-n kungadluli izingxenye ezingu-0.5 ngebhiliyoni ngayinye ngesisindo (ppbw). Kodwa-ke, ekusebenzeni, abakhiqizi be-wafer bavame ukuhlanganisa i-polysilicon yohlobo lwe-n ngesilinganiso esithile ne-polysilicon equkethe ukungcola kwensimbi kufika ku-10 ppbw, umthombo wanezela.
Ukwenyuka kwezindleko zokukhiqiza, okubonakaliswa ngokuyinhloko ukwenyuka kwamanani kagesi, kube neqhaza ekunyuseni intengo ye-polysilicon e-China. Isibukeli semakethe siyagomela ukuthi i-Yunnan ne-Sichuan, okuyikhaya lezimboni ezimbalwa ezibalulekile ze-polysilicon, zibone ukunyuka kwamanani kagesi ngenxa yokukhishwa kwawo okuphansi kwamandla kagesi phakathi nenkathi eyomile yamanje.
Noma kunjalo, isikhathi sokukhula kwentengo ye-polysilicon emakethe yasekhaya yaseChina asiqinisekile. Umhlanganyeli wemakethe uphawula ukuthi ivolumu yokuthengisa ye-polysilicon yeviki eledlule ibimaphakathi, okuphakamisa ukuthi kusenokwehluka kwemibono phakathi kwabathengi nabathengisi mayelana nentengo ye-polysilicon emzuliswaneni ozayo. Ngaphezu kwalokho, izimboni ze-polysilicon njengamanje ziphethe cishe u-80,000 MT wokusungula, okulingana nokukhiqizwa okungamaviki amabili. Kubalulekile ukuqaphela ukuthi lesi sibalo asibandakanyi isitokwe se-polysilicon ephethwe yizinkampani ze-wafer.
Ngokwalo mthombo, izimo zamanje zibeka umthwalo omkhulu kubadlali abasha be-polysilicon. Lo mthombo uphinde waveza ukuthi iphrojekthi entsha sha, i-100,000 MT polysilicon, eyaqala ukwakhiwa ngoFebhuwari wonyaka odlule, isanda kutholakala imisiwe phakathi nendawo. Ngaphezu kwalokho, umkhiqizi wephrojekthi ye-polysilicon engu-50,000 MT, eyaqala ukukhiqizwa ngoJuni wonyaka odlule, njengamanje ufuna abathengi; nokho, inqubo kuthiwa ihlangabezane nobunzima obuthile.
Njengochwepheshe bemakethe ogxile engxenyeni ye-polysilicon, kulindeleke ukuthi amanani entengo ye-polysilicon cishe azohlala esezingeni lamanje kuze kube uJuni. Kodwa-ke, njengoba ukukhiqizwa kwe-polysilicon kukhula engxenyeni yesibili yonyaka, amanani kulindeleke ukuthi ehle futhi, okungenzeka awele phakathi kwebanga le-CNY50 ukuya ku-CNY55/kg. Kuleli qophelo, kungase kube nokwenzeka kokuthi amakhono athile aqedwe.
I-OPIS, inkampani ye-Dow Jones, ihlinzeka ngezintengo zamandla, izindaba, idatha, nokuhlaziya ngophethiloli, udizili, uphethiloli wejethi, i-LPG/NGL, amalahle, izinsimbi, namakhemikhali, kanye namafutha avuselelekayo kanye nempahla yemvelo. Ithole izimpahla zedatha yamanani e-Singapore Solar Exchange ngo-2022 futhi manje ishicilela Umbiko Wamaviki Onke we-OPIS APAC.
Imibono nemibono evezwe kulesi sihloko ngeyombhali ngokwakhe, futhi ayibonisi leyo ephethwe nguye pv umagazini.
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