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Kev Ua Lag Luam Tseeb, N-hom Silicon Wafer poob 9.66%

Jul 05, 2024 Tso lus

Kev Ua Lag Luam Tseeb, N-hom Silicon Wafer poob 9.66%

 

Thaum Lub Xya Hli 4, Silicon Industry Ceg tau tshaj tawm tus nqi tshiab ntawm monocrystalline silicon wafers lub lim tiam no.

 

Lub lim tiam no, silicon wafer tus nqi hloov pauv, ntawm qhov nruab nrab tus nqi pauv ntawm N-hom G10L monocrystalline silicon wafers (182 * 183.75 mm / 130μm / 256mm) tau nce mus rau US${{ 18}}.154/piece, nce 0.9% hli-rau-hli; tus nqi nruab nrab ntawm N-hom G12R monocrystalline silicon wafers (182 * 210mm / 130μm) poob rau US $ 0.180 / thooj, nqis 9.66% hli-rau-hli; tus nqi nruab nrab ntawm N-hom G12 monocrystalline silicon wafers (210 * 210 mm / 150μm) tseem nyob ntawm US $ 0.227 / thooj, tiaj tus hli-rau-hli.

 

news-1200-631

 

Ua ntej, G10L thiab G12R cov kab ntau lawm tam sim no tab tom hloov pauv lub peev xwm, uas ua rau muaj qhov tsis txaus ntawm cov khoom me me silicon wafers. Qhov no tau ua rau qeeb hauv kev tsim khoom thiab xa khoom, uas tau cuam tshuam rau kev ua lag luam. Tab sis nws yuav tsum tau muab sau tseg tias qhov no yog qhov teeb meem luv luv thiab xav tias yuav daws tau nyob rau lub hlis tom ntej.

 

Qhov thib ob, qhov sib txawv ntawm cov khoom sib txawv ntawm cov tuam txhab sib txawv kuj yog ib qho laj thawj rau qhov poob ntawm tus nqi ntawm N-hom silicon wafers. Lub peev xwm ntau lawm ntawm ob lub tuam txhab loj tau mus txog 50% thiab 95% feem, thiab cov khoom tsim tau ntawm tag nrho cov kev lag luam sib txawv heev. Tshwj xeeb, kev tsim khoom ntawm cov tuam txhab sib koom ua ke hloov pauv ntawm 50% thiab 60%, thaum cov khoom lag luam ntawm lwm cov tuam txhab tseem nyob nruab nrab ntawm 30% thiab 100%.

 

Thaum Lub Xya Hli 3, Silicon Industry Branch tshaj tawm tus nqi tshiab ntawm cov khoom siv polysilicon lub lim tiam no. Tus nqi ntawm cov khoom siv polysilicon n-hom tau ruaj khov rau lub lim tiam no, thiab tus nqi ntawm cov khoom p-type tau txo qis me ntsis.

 

Unit: US dollars/ton

Tus nqi siab tshaj

Tus nqi qis tshaj

Tus nqi nruab nrab

Volatility

Volatility%

N-hom khoom

5,779.2

5,366.4

5,504

0.00

0.00%

Rov txhaj tshuaj

5,228.8

4,816

4,967.36

-0.04

-1.10%

Ib leeg siv lead ua ntom ntom

4,953.6

4,540.8

4,719.68

-0.03

-0.87%

Ib qho khoom siv lead ua paj ntoo

4,540.8

4,128

4,293.12

-0.09

-2.80%

N-hom granular silicon

5,091.2

4,953.6

5,022.4

0.00

0.00%

 

Lub lim tiam no, kev lag luam kev lag luam ntawm n-hom pas nrig silicon thiab p-hom qws silicon tau ua haujlwm zoo. Plaub lub tuam txhab tau pauv n-hom pas nrig silicon, thaum peb lub tuam txhab tau pauv p-hom qws silicon. Ob hom khoom siv silicon muaj cov khoom lag luam loj, thiab qee lub tuam txhab tau kos npe xaj kom txog rau thaum nruab nrab lub hlis no. Tus nqi ntawm n-hom khoom me me los ntawm cov chaw tsim khoom loj yog tswj hwm ntawm ib ncig ntawm 40, 000 yuan / ton, thiab tus nqi yog qhov ruaj khov. Tsis tas li ntawd, cov khoom muaj peev xwm ntawm n-hom silicon cov ntaub ntawv tau hloov pauv mus rau n-hom, thiab p-hom qws silicon feem ntau tshwm sim raws li cov khoom siv tsis zoo hauv kev tsim cov n-hom polysilicon. Feem ntau cov tuam txhab tsis paub qhov txawv ntawm cov hom tshwj xeeb, thiab feem ntau cov ntaub ntawv silicon raug muag ntawm tus nqi tas. Cov ntaub ntawv no muaj txiaj ntsig zoo rau cov khoom lag luam silicon, thiab cov tuam txhab thiab cov tub ua lag luam tuaj yeem txiav txim siab paub ntau ntxiv raws li cov qauv kev txhim kho no.

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