Tseeb! Hnub ci N-hom Silicon Wafers Plummeted los ntawm 9.68%, Thiab Silicon cov ntaub ntawv poob los ntawm qhov siab tshaj 8.88%!
Tus nqi ntawm N-hom silicon wafers tau poob qis tsis ntev los no, thiab cov khoom lag luam silicon tau ntsib qhov poob siab tshaj plaws ntawm 8.88%. Lub lim tiam no hais txog qhov hloov pauv ntawm ob lub lis piam (2024, nyob ib ncig ntawm Tsib Hlis Ntuj). Ntawm lawv, silicon wafer ntau lawm yog teem rau kwv yees li 63-65GW nyob rau hauv lub Tsib Hlis, thaum cov khoom muag nyob rau hauv ib tug downward trend.
Thaum Lub Tsib Hlis 9, Silicon Industry Ceg tau tshaj tawm tus nqi tshiab ntawm monocrystalline silicon wafers lub lim tiam no. Ntawm lawv, qhov nruab nrab tus nqi pauv ntawm P-hom M10 monocrystalline silicon wafers (182 mm/150μm) poob rau US$0.217/piece, ib lub lim tiam - lub lis piam txo ntawm 3.68%; Tus nqi nruab nrab ntawm kev hloov pauv ntawm N-hom M10 monocrystalline silicon wafers (183.75 mm / 130μm / 256mm) poob rau Qhov nruab nrab cov nqi pauv ntawm P-hom G12 monocrystalline silicon wafers (210 mm / 150 μm) poob rau US $ 0.288 / thooj, ib lub lis piam -on-lub lim tiam txo ntawm 2.35%. Tus nqi nruab nrab ntawm kev hloov pauv ntawm N-hom G12 monocrystalline silicon wafers (210 mm / 150 μm) yog US $ 0.302 ib thooj, uas tsis hloov pauv lub lim tiam ntawm lub lim tiam.
Ntawm sab roj teeb, tus nqi pauv ntawm N-hom M10 roj teeb poob rau US$0.053/W, ib hlis-rau-hli poob ntawm kwv yees li 5%. Nyob rau sab module, tus nqi pauv ntawm 182mm ib leeg-ib-ib-iav modules poob rau kwv yees li US $ 0.119 / W, ib hlis-rau-hli poob ntawm 7.5%. Lub lim tiam no, kev ua haujlwm ntawm ob lub tuam txhab thawj qib tseem nyob ntawm 70% thiab 95% feem. Kev khiav hauj lwm ntawm cov tuam txhab kev koom ua ke tau nyob nruab nrab ntawm 70% thiab 80%, thaum cov nqi khiav hauj lwm ntawm lwm cov lag luam tau nce mus rau ntawm 60% thiab 80%.
Tus nqi ntawm cov khoom siv Silicon tau pom qhov kev poob qis ua ntej Tsib Hlis Ntuj, tab sis cov nqi tseem nyob ruaj khov tom qab hnub so. Ntawm lawv, tus nqi pauv ntawm n-hom pas nrig silicon yog 5,951.2-6,643.2 US las / ton, thiab tus nqi nruab nrab yog 6,269.5 US las / ton, ib hlis-rau-hli poob ntawm 7.93% . Tus nqi pauv pauv ntawm p-hom cov ntaub ntawv ntom ntom yog US $ 5,259.2-5,951.2/ton, thiab tus nqi nruab nrab yog US $ 5,397.6/ton, nqis 8.88% ntawm lub hli dhau los. N / p qws silicon tus nqi sib kis yog US $ 595.12 / ton. Tus nqi pauv ntawm n-hom granular silicon yog US $ 5,397.6-5,674.4/ton, thiab tus nqi nruab nrab yog US $ 5,536/ton, ib hlis-rau-hli poob ntawm 6.98%.
Ua ntej, cia peb tham txog tus nqi poob ntawm N-hom silicon wafers. Qee tus yuav xav tias qhov no txhais tau tias kev lag luam yav tom ntej tsis zoo. Tab sis qhov tseeb, qhov kev poob qis no tsis tas txhais tau tias kev lag luam poob qis. Hloov chaw, nws tuaj yeem yog lub sijhawm rau peb los tsim cov thev naus laus zis ntau dua thiab cov nqi sib tw. Yog tias peb ua raws li cov txheej txheem thev naus laus zis yav dhau los, peb yuav pom tias qhov ntau thiab tsawg ntawm wafer nce, tus nqi ntawm silicon wafers tseem yuav txo qis, thiab cov qauv no tseem yuav txhim kho yav tom ntej. Qhov no txhais tau hais tias raws li kev siv tshuab txuas ntxiv mus, peb yuav tsis tsuas yog ua kom zoo dua silicon wafers, tab sis peb kuj tseem tuaj yeem muab lawv ntawm tus nqi qis dua.
Tsis tas li ntawd, qhov poob ntawm silicon wafer cov khoom lag luam qhia tias kev lag luam xav tau nce ntxiv, uas tseem qhia tau tias kev lag luam silicon wafer muaj peev xwm loj heev. Tshwj xeeb tshaj yog nyob rau yav tom ntej lub zog hloov pauv, qhov kev thov ntawm kev lag luam photovoltaic yuav nce ntxiv, uas yuav ua rau cov kev xav tau ruaj khov mus ntev rau kev lag luam silicon wafer.
Nyob rau hauv kev lag luam ib puag ncig tam sim no, peb yuav tsum tau them sai sai rau kev tsim kho tshiab thiab kev vam meej. Tsis tas li ntawd, peb yuav tsum txhawb kev sib koom tes hauv kev lag luam cov saw hlau kom ntseeg tau tias peb tuaj yeem siv cov peev txheej tau zoo tshaj plaws thiab txhim kho kev ua haujlwm. Tsuas yog nyob rau hauv txoj kev no peb tuaj yeem nyob twj ywm kev sib tw hauv kev lag luam yav tom ntej thiab ua tiav txoj kev loj hlob ruaj khov.
Zuag qhia tag nrho, txawm hais tias tus nqi ntawm N-hom silicon wafers poob los ntawm 9.68%, thiab cov khoom lag luam silicon poob los ntawm qhov siab tshaj 8.88%, lub peev xwm thiab kev cia siab ntawm kev lag luam silicon wafer tseem zoo siab heev. Peb yuav tsum muaj tus cwj pwm zoo, txuas ntxiv txhawb kev txhim kho thev naus laus zis thiab kev tsim kho tshiab, txhawb kev sib koom ua ke ntawm cov saw hlau ua lag luam, thiab ua tiav cov peev txheej siv tau zoo dua los tiv thaiv kev lag luam yav tom ntej uas muaj cov hauv kev thiab cov kev cov nyom.