Silicon nqi tseem nyob ntawm qhov nce

Thaum Lub Peb Hlis 10, PVInfoLink tau tshaj tawm cov ntaub ntawv tus nqi tshiab ntawm photovoltaic kev lag luam saw. Tus nqi pauv ntawm cov ntaub ntawv silicon khaws cia me ntsis nce siab, thiab qhov zaus thiab qhov loj ntawm cov nqi hloov pauv tau hnyav dua.

Silicon khoom tus nqi

Cov khoom siv silicon txuas kos npe rau kev sib hloov sib dhos yog qhov ruaj khov, rub cov khoom siv siv lead ua kom muaj kev loj hlob. Tus nqi ntawm cov khoom siv silicon khaws cia me ntsis nce siab, tus nqi hloov pauv tseem ceeb rau lub lim tiam no nyob rau hauv thaj tsam ntawm 241-246 yuan ib kilogram, ib tus neeg tawg ua lag luam txiav txim siab tus nqi breakthrough ib kilogram ntawm 250 yuan dej theem, txawv teb chaws re-feeding specifications coj. mus rau tus nqi kuj muaj ib tug me me nce.

Ntawm cov khoom siv, tsis ntev los no qee cov khoom lag luam silicon tau ua cov kab kev kho thiab hloov kho rau cov kab ntau lawm, uas yuav cuam tshuam rau cov khoom lag luam txhua hli hauv ntau qib. Tsis tas li ntawd, kev tso tawm thiab kev nce qib ntawm cov khoom muaj peev xwm tshiab tom qab ntau lawm yog nyob ntawm qhov sib txawv ntawm qhov sib txawv. Nws cia siab tias kev tsim khoom thiab kev tso tawm tag nrho ntawm cov peev txheej tsim tawm tshiab nyob rau theem pib yuav ua tiav hauv lub quarter thib ob. Thaum lub Peb Hlis, tag nrho cov khoom siv ntawm cov khoom siv silicon kom ruaj khov, kev loj hlob me me, kev loj hlob tag nrho tseem txwv.

Tag nrho cov khoom tshiab ntawm silicon hauv thawj peb lub hlis twg piv nrog qhov kev thov tshiab rau silicon wafer siv lead ua txuas, cov khoom lag luam loj hlob tseem qeeb. Nws xav tias qhov tsis sib haum xeeb ntawm cov khoom siv silicon thiab kev thov yuav nyuaj rau kev txo qis hauv kev ua lag luam nrog kev txaus siab los txhim kho tus nqi khiav lag luam hauv cov siv lead ua rub txuas, thiab cov nqi silicon yuav tuav ib qho kev ruaj khov nyob rau lub sijhawm luv.

Silicon nqi

Tus nqi ntawm silicon nti tau raug kho tas li, thiab qhov zaus ntawm kev hloov kho tus nqi yog yuav luag nyob rau hauv chav tsev ntawm "lub lim tiam". Qhov zaus thiab qhov loj me me ntawm tus nqi hloov pauv tau hnyav dua.

Tus nqi tsis ntev los no tau nce ntxiv rau cov neeg tsim khoom silicon wafer Zhonghuan thiab Longji tau nyob rau lub Peb Hlis 4 thiab 7, feem, mus rau 8.85 yuan ib wafer rau 210mm / 160μm thiab 6.7 yuan ib wafer rau 182mm / 165μm, vim tias kev lag luam ncig ntawm 165μm / 165μm. sai dua. Tus nqi sib xws rau qhov kev qhia tshwj xeeb no yog qhov dav, thiab cov tuam txhab sib txawv silicon wafer muaj qhov sib txawv loj hauv kev tsim khoom thiab cov tswv yim nqi rau kev txiav txim tshwj xeeb. Tam sim no, tus nqi tseem ceeb yog 5.45-5.55 yuan ib thooj. Nws cia siab tias qhov kev qhia tshwj xeeb no tseem yuav khaws qee qhov kev thov thiab kev lag luam sib koom rau xyoo no, tab sis qhov kev poob qis yog ceev heev.

Monocrystalline silicon nti cov nqi nce ntau zaus, thiab cov khoom siv raw khoom ua ntej thiab cov roj teeb muaj kev sib koom ua ke muaj zog yog qhov xav tau ntawm silicon wafer, thiab qhov tsis ntev los no ntawm ib cheeb tsam nyob rau sab qaum teb Tuam Tshoj yog grim thiab tswj kom muaj zog, thauj khoom thiab thauj khoom, suav nrog kev txav mus los ntau qhov tsis zoo, ua rau cov khoom siv tam sim no cuam tshuam ncaj qha rau thaj chaw.

Silicon wafer txuas nyob rau hauv kev ua lag luam ib puag ncig uas cov khoom siv raw cov nqi siab, cov qauv ntawm "ua kom nrawm dua" ntawm silicon wafer thickness yog nce zog. Thaum kawg ntawm thawj peb lub hlis twg, lub thickness ntawm 182 hli silicon wafer tau txuas ntxiv mus rau 160μm, thiab txawm tias qee lub tuam txhab tau kho rau 155μm thickness. Lub thickness ntawm 210mm silicon wafers tseem tau txuas ntxiv mus los ntawm 160μm mus rau 155μm thickness, uas tuaj yeem piav qhia tias "ua kom nrawm dua".

Roj teeb daim ntawv nqi

Lub lim tiam no, lub Peb Hlis tus nqi tseem nyob rau theem kev ua si. Vim yog cov nqi nce, cov tuam txhab roj teeb feem ntau tseem xav tias yuav hloov kho dua ntawm 2-3 xees. Txawm li cas los xij, txij li hnub Wednesday, qhov nruab nrab cov nqi sib pauv ntawm M6/M10/G12 roj teeb panels ntawm cov tuam txhab roj teeb tau mus txog qib 1.09-1.11/1.12-1.15/1.{ {11}}.15 yuan ib watt, thiab tus nqi nruab nrab nruab nrab yog 1.09-1.10/1.14/1.14 yuan ib watt, feem. Tam sim no, tsuas yog M10 qhov kev txiav txim tshiab tus nqi nce, M6 / G12 tus nqi nce kev lees txais yog qhov tsawg. Tam sim no, kev khiav hauj lwm tus nqi nyob rau lub Peb Hlis yog siab dua li thaum Lub Ob Hlis, thiab cov roj teeb ntau lawm kab ntawm cov tuam ntxhab sib xyaw ua ke feem ntau yog nyob ntawm 75-80 feem pua, thiab cov kab ntau lawm ntawm cov tuam txhab roj teeb yog li ntawm 70-75 feem pua. Txawm li cas los xij, nws tseem yog feem ntau cuam tshuam los ntawm kev lees txais ntawm cov khoom tsim khoom, thiab qhov ua tau ntawm cov khoom ntim roj teeb hauv lub Peb Hlis thiab Plaub Hlis tsis suav nrog.

Polycrystalline ib feem, lub lim tiam no kev xav tau tsawg dua, lub roj teeb tus nqi ruaj khov nyob rau hauv thaj tsam ntawm 3.75 txog 3.9 yuan ib thooj, txawv teb chaws txog 0.53 rau 0.55 yuan ib thooj.

Cov khoom siv tus nqi

Lub lim tiam no, cov khoom tseem raug cuam tshuam los ntawm ob qho tib si davhlau ya nyob twg lees txais thiab cov saw hlau loj hlob. Tus nqi tam sim no ntawm 500W ntxiv rau cov khoom siv rau ib khob yog tseem siab dua RMB 1.9 yuan ib watt. Txawm li cas los xij, muaj tsawg dua kev txiav txim hauv lub Peb Hlis, thiab tus nqi tsis tau nce ntxiv, yog li tus nqi tseem ceeb ntawm 500W ntxiv rau cov khoom siv rau ib khob tseem nyob ntawm RMB 1.85-1.88 yuan ib watt. Qee cov channel tau faib qhov kev ua tiav nqi chaw nres tsheb ib watt 1.89-1.95 yuan saum toj no. 500W ntxiv rau ob chav iav mainstream tus nqi yog qhov sib txawv ntawm ib khob ntawm 2-4 yuan ib watt.

Tam sim no, tus nqi hauv cheeb tsam txawv teb chaws, tus nqi tawm tsam ntawm 500W ntxiv rau ib lub khob iav hauv Tebchaws Europe thaum Lub Peb Hlis yog kwv yees li USD 0.275-0.28 ib watt. Txawm li cas los xij, cuam tshuam los ntawm kev txo qis ntawm euro, tus nqi tau mus txog qhov siab. Yog tias peb txuas ntxiv tshawb nrhiav lub Plaub Hlis xav tau yuav raug cuam tshuam. Peb cov nqi yog ruaj khov ntawm $0.32- $0.35 ib watt (FOB), tab sis txoj cai kev sib raug zoo yuav hloov pauv, ua cov terminals dua nyob rau sab nraud. Thiab thaj av Asia Pacific ntawm Is Nrias teb rub tide tab tom yuav xaus, qhov kev thov tau poob qis, cov nqi tivthaiv kuj tshwm sim cov cim zawv zawg, 500W ntxiv rau ib lub khob iav txog 0.255-0.27 USD ib watt . Hauv tebchaws Australia, cov khoom siv tus nqi tseem nyob ib ncig ntawm $ 0.275 txog $ 0.29 ib watt, tab sis xav tias yuav nce ntxiv rau lub Plaub Hlis vim tias cov nqi xa khoom nce ntxiv.