Igiciro cya polysilicon cyamanutse munsi ya 200 yuan / kg, kandi ntagushidikanya ko cyinjiye kumuyoboro umanuka.
Muri Werurwe, ibyakozwe nabakora module byari byuzuye, kandi ubushobozi bwashyizweho bwa module buzakomeza kwiyongera gake muri Mata, kandi ubushobozi bwashyizweho buzatangira kwihuta mugihe cyumwaka.
Ku bijyanye n’uruhererekane rw’inganda, ibura ry’umusenyi wa quartz rifite isuku ryinshi rikomeje kwiyongera, kandi igiciro gikomeza kuzamuka, kandi hejuru ntiteganijwe. Nyuma yo kugabanuka kwibiciro byibikoresho bya silicon, kuyobora silicon wafer hamwe namasosiyete akomeye aracyafite inyungu nyinshi murwego rwinganda zifotora muri uyu mwaka.
Ibiciro byibikoresho bya silicon na wafer ya silicon bikomeje gutandukira icyarimwe kwihuta kwipiganwa kuruhande rwibigize
Dukurikije ibyavuzwe na polysilicon iheruka gukorwa na Shanghai Nonferrous Network ku ya 6 Mata, igiciro cyo kongera kugaburira polysilicon ni 206.5 yuan / kg; ikigereranyo cyibiciro bya polysilicon yuzuye ni 202.5 yuan / kg. Iki cyiciro cyo kugabanuka kwibiciro bya polysilicon cyatangiye mu ntangiriro za Gashyantare, kandi cyakomeje kugabanuka kuva icyo gihe. Uyu munsi, igiciro cyibikoresho bya polysilicon cyamanutse kumugaragaro munsi ya 200 yuan / toni kunshuro yambere.
Urebye uko wafer ya silicon imeze, igiciro cya wafer ya silicon nticyahindutse vuba aha, gitandukanye nigiciro cyibikoresho bya silicon.
Uyu munsi Ishami ry’inganda za Silicon ryatangaje ibiciro bya wafer ya silicon iheruka, muri yo igiciro cyo hagati ya 182mm / 150μm ni 6.4 yuan / igice, naho igiciro cya 210mm / 150μm ni 8.2 yuan / igice, ibyo bikaba bihwanye n’amagambo yatanzwe mu cyumweru gishize. Impamvu yasobanuwe n’ishami ry’inganda za Silicon ni uko itangwa rya waferi ya silicon rikabije, kandi ku bijyanye n’ibisabwa, umuvuduko w’ubwiyongere bwa bateri yo mu bwoko bwa N wagabanutse bitewe n’ibibazo biri mu gucukura umurongo.
Kubwibyo, ukurikije amaheruka avugwa, ibikoresho bya silicon byinjiye kumugaragaro kumanuka. Ubushobozi bwashyizweho kuva muri Mutarama kugeza Gashyantare uyu mwaka bwarenze cyane ibyateganijwe, hamwe n’umwaka-mwaka wiyongereyeho 87,6%. Mubihe bidasanzwe bya shampiyona yigihembwe cya mbere, ntibyatinze. Ntabwo gusa byari bitinze, byanageze ku rwego rwo hejuru. Birashobora kuvugwa ko byatangiye neza. Noneho ko yinjiye muri Mata, nkuko igiciro cyibikoresho bya silikoni gikomeje kugabanuka, ibicuruzwa byoherejwe byoherejwe hamwe nibikoresho byanyuma Byanatangiye kwihuta.
Ku ruhande rw'ibigize, amasoko yo mu gihugu muri Werurwe yari 31.6GW, yiyongereyeho 2.5GW ukwezi ku kwezi. Amasoko yatanzwe mu mezi atatu ya mbere yari 63.2GW, umubare wiyongereyeho 30GW umwaka-ku-mwaka. %, byumvikane ko ubushobozi bwibanze bwibikorwa byamasosiyete akomeye bwakoreshejwe neza kuva muri Werurwe, kandi gahunda yumusaruro wibigo bine byingenzi bigize LONGi, JA Solar, Trina, na Jinko, biziyongera gato.
Kubera iyo mpamvu, Ubushakashatsi bwa Jianzhi bwizera ko ahanini kugeza ubu, imigendekere y’inganda ijyanye n’ibiteganijwe, kandi kuri iyi nshuro igiciro cy’ibikoresho bya silikoni cyamanutse munsi ya 200 yuan / kg, bivuze kandi ko kugabanuka kwayo kudahagarara. Nubwo ibigo bimwe byizera kuzamura ibiciro, Biranagoye, kuko ibarura naryo ni rinini. Usibye uruganda rwo hejuru rwa polysilicon, hari nabakinnyi benshi batinze-binjira. Hamwe no gutegereza kwaguka kwinshi mugice cya kabiri cyumwaka, inganda zo hasi za polysilicon ntizishobora kubyemera niba zishaka kuzamura ibiciro.
Inyungu yarekuwe nibikoresho bya silicon，Bizaribwa na wafer wa silicon na crucibles?
Muri 2022, ubushobozi bushya bwashyizweho bwamafoto yubushinwa mubushinwa buzaba 87.41GW. Biteganijwe ko muri uyu mwaka ubushobozi bushya bwashyizweho n’amashanyarazi mu Bushinwa buzagereranywa na 130GW muri uyu mwaka, hamwe n’ubwiyongere bwa 50%.
Noneho, murwego rwo kugabanya igiciro cyibikoresho bya silicon no kurekura buhoro buhoro inyungu, inyungu zizagenda gute, kandi zizaribwa burundu na wafer ya silicon kandi ikomeye?
Ubushakashatsi bwa Jianzhi bwemeza ko, bitandukanye n’umwaka ushize wahanuye ko ibikoresho bya silikoni bizagenda muri modul na selile nyuma y’igabanuka ry’ibiciro, muri uyu mwaka, hamwe n’ubwiyongere bukabije bw’ibura ry’umusenyi wa quartz, buri wese yitaye cyane ku murongo wa wafer wa silicon, bityo silicon wafers, Crucible, hamwe numusenyi mwinshi wa quartz umucanga byahindutse ibice byingenzi byinganda zamafoto yumwaka.
Ibura ry'umusenyi mwinshi wa quartz ukomeje kwiyongera, bityo igiciro nacyo kizamuka mubusazi. Byavuzwe ko igiciro cyo hejuru cyazamutse kigera ku 180.000 / toni, ariko kiracyazamuka, kandi gishobora kuzamuka kugera kuri 240.000 / toni mu mpera za Mata. Ntushobora guhagarara.
Ugereranije nibikoresho bya silicon yumwaka ushize, mugihe igiciro cyumusenyi wa quartz kizamutse cyane muri uyumwaka kandi ntikigaragara iherezo, mubisanzwe hazaba imbaraga zikomeye zitwara silicon wafer hamwe namasosiyete akomeye kugirango azamure ibiciro mugihe cyibura, bityo rero niba byose biribwa, inyungu ntizizaba zihagije, ariko mugihe igiciro cyumucanga wo hagati nu imbere imbere gikomeje kwiyongera, abungukirwa cyane baracyari wafer ya silicon na crucibles;
Birumvikana ko ibi bigomba kuba byubatswe. Kurugero, hamwe no kuzamuka kwibiciro byumucanga-mwinshi cyane kandi birakomeye kumasosiyete ya kabiri ya gatatu na gatatu ya silicon wafer, ibiciro byabo bitari silikoni bizamuka cyane, bikagorana guhangana nabakinnyi bakomeye.
Ariko, usibye ibikoresho bya silikoni hamwe na wafer ya silicon, selile na modul murwego nyamukuru rwinganda bizanungukirwa no kugabanya ibiciro byibikoresho bya silikoni, ariko inyungu ntizishobora kuba nini nkuko byari byitezwe mbere.
Ku masosiyete agize ibice, nubwo igiciro kiriho kingana na 1.7 Yuan / W, irashobora guteza imbere byimazeyo ishyirwaho ryibihugu byimbere mu gihugu ndetse n’amahanga, kandi igiciro kizagabanuka hamwe no kugabanya ibiciro byibikoresho bya silikoni. Ariko, biragoye kuvuga uburyo igiciro cyumusenyi mwinshi wa quartz gishobora kuzamuka. , inyungu zingenzi rero zizakomeza gukururwa namasosiyete akomeye kandi ayoboye silicon wafer.
Igihe cyo kohereza: Apr-10-2023