Amaxabiso e-wafer azinzile phambi kwemibhiyozo yoNyaka oMtsha waseTshayina

Amaxabiso e-Wafer FOB China ahlala engaguquguquki kwiveki yesithathu ilandelelana ngenxa yokunqongophala kotshintsho olubalulekileyo kwiziseko zentengiso. Amaxabiso e-Mono PERC M10 kunye ne-G12 ahlala eqinile kwi-$ 0.246 ngeqhekeza ngalinye (i-pc) kunye ne-$ 0.357 / pc, ngokulandelanayo.

Abavelisi beeseli abajonge ukugcina imveliso kulo lonke ixesha lekhefu loNyaka oMtsha waseTshayina baqalisile ukuqokelela imathiriyeli ekrwada, eye yanyusa umthamo weewafers ezithengiswayo. Isixa see-wafers eziveliswayo kunye nesitokhwe sanele ukuhlangabezana nemfuno esezantsi, okomzuzwana kuphelisa ulindelo lwabavelisi bokwenyuka kwamaxabiso okongeziweyo.

Iimbono ezahlukeneyo zikhona malunga nenkangeleko yexesha elisondeleyo yamaxabiso ama-wafer kwindawo yokuthengisa. Ngokomkhi-mkhanyo wemarike, iinkampani zepolysilicon zibonakala zihlangana ukuze zinyuse amaxabiso epolysilicon mhlawumbi ngenxa yokunqongophala kohlobo lwe-N-polysilicon. Esi siseko sinokukhokelela ekwenyukeni kwamaxabiso e-wafer, utshilo umthombo, wongeza ukuba abenzi be-wafer banokuwonyusa amaxabiso nokuba imfuno ayiphindi ifumaneke kwixa elizayo ngenxa yokuqwalaselwa kweendleko zokwenziwa.

Kwelinye icala, umthathi-nxaxheba wemarike esezantsi ukholelwa ukuba akukho zimfuneko zaneleyo ezisisiseko zokunyuswa kwamaxabiso kwimarike yokubonelela ngokubanzi ngenxa yokugqithiswa kwemathiriyeli ephezulu. Ukuveliswa kwemveliso ye-polysilicon ngoJanuwari kulindeleke ukuba ilingane malunga ne-70 GW yeemveliso ezisezantsi, ezinkulu kakhulu kunemveliso yemodyuli kaJanuwari yemveliso emalunga ne-40 GW, ngokutsho kwalo mthombo.

I-OPIS ifunde ukuba kuphela ngabavelisi abakhulu beeseli abaya kuqhubeka nemveliso rhoqo kulo lonke ixesha lekhefu loNyaka oMtsha waseTshayina, phantse isiqingatha seselfowuni ekhoyo kwintengiso inqumamisa imveliso ngexesha leholide.

Icandelo le-wafer kulindeleke ukuba linciphise amazinga okusebenza kwezityalo ngexesha loNyaka oMtsha waseTshayina kodwa alibonakali kangako xa lithelekiswa necandelo leeseli, okukhokelela kuluhlu lwempahla oluphezulu ngoFebruwari olunokuthi lube noxinzelelo olusezantsi kumaxabiso e-wafer kwiiveki ezizayo.

I-OPIS, inkampani ye-Dow Jones, inikezela ngamaxabiso amandla, iindaba, idatha, kunye nohlalutyo lwepetroli, i-diesel, i-jet fuel, i-LPG / NGL, amalahle, isinyithi, kunye neekhemikhali, kunye namafutha avuselelekayo kunye nezinto ezisingqongileyo. Yafumana amaxabiso data asethi evela Singapore Solar Exchange ngo-2022 kwaye ngoku ipapashaIngxelo yeVeki yeSolar ye-OPIS APAC.