Tus nqi nce hauv photovoltaic kev lag luam saw coj los ntawm kev tsis sib haum ntawm kev xa khoom polysilicon thiab kev thov tau hloov zuj zuj mus rau hauv&loj tshaj plaws; black swan" kev tshwm sim xyoo 2020.
PVInfoLink' s tseeb cov nqi teev qhia tau hais tias tus nqi ntawm polysilicon tau nce siab dua lub lim tiam. Tus nqi siab ntawm cov khoom siv monocrystalline silicon yog 96 yuan / kg, tus nqi qis tshaj yog 93 yuan / kg, thiab tus nqi nruab nrab yog 94 yuan / kg. Tus nqi no tau rov qab mus rau 2018. Cov nqi kawg ntawm Lub Rau Hli. Tus nqi nruab nrab ntawm cov ntaub ntawv polysilicon yog 67 yuan / kg, uas tau rov qab mus rau Lub Peb Hlis 2019 tus nqi.
Hais txog lub tswv yim nqe qis ntawm polysilicon, lub laj kab ua lag luam silicon txheeb xyuas tias txawm hais tias cov khoom siv hauv polysilicon hauv tsev yuav tsum tau nce siab nyob rau lub Cuaj Hli, cov peev xwm ntau lawm suav nrog Xinjiang thiab Sichuan tsis tau zoo rov qab los rau qhov qub ntau lawm tso tawm, uas tseem siab tshaj cov zis hauv Plaub Hlis Ntuj. Muaj qhov sib txawv ntawm txog 4000-5000 tons, yog li kev ua lag luam cov khoom siv silicon tag nrho yuav txuas ntxiv luv luv hauv lub Cuaj Hli, thiab cov nqi yuav tseem nyob ruaj khov lossis nce me ntsis.
Txawm li cas los xij, raws li cov polysilicon" av hnyav" Kev sib kis ntawm Xinjiang tau dhau los ntawm kev tswj hwm thiab kev tsim khoom thiab lub neej tau hloov mus rau qhov kev txiav txim ib txwm, cov chaw tsim hluav taws xob ntau hauv zos polysilicon yuav maj mam rov qab mus rau qhov qub ntau lawm ntau lawm tsuas yog tswj kev sib tsoo thiab sib tsoo, yog li los daws teeb meem kev tsis sib haum. Sichuan Tongwei Shares, cov xov xwm tshiab tshaj tawm qhia tias lub sijhawm ua haujlwm ntawm cov dej hauv Leshan qub chaw cia siab yuav cuam tshuam rau lub sijhawm 2 lub hlis, raws li lub sijhawm ua haujlwm yuav rov pib dua thaum lub Kaum Hli. Tsis tas li ntawd, qee lub tuam txhab nqes dej silicon wafer tau nkag mus rau theem txij nkawm, thiab tus nqi nce ntawm cov khoom siv silicon nyob rau theem tom ntej yog txwv nyob rau hauv qhov kev ua si.
Raws li tus nqi ntawm polysilicon stabilized, silicon wafers thiab lub hnub ci hlwb tshaj tawm ntawm" cia li nres". Thaum lub Cuaj Hlis, cov tuam txhab ua lag luam Longji thiab Tongwei monocrystalline silicon wafers thiab monocrystalline PERC cell lus sib dhos tau tiaj tus. Lub Yim Hli, kev ua lag luam nqe lus tseem nkag lub sijhawm ruaj khov. Txij lub lim tiam thib peb ntawm Lub Yim Hli mus rau lub as thiv no, tus nqi ntawm silicon wafers tseem tsis hloov. Tus nqi ntawm cov zaj duab xis poob qis me ntsis, thiab kev hloov pauv tom qab no muaj feem xyuam rau kev txo qis ntawm kev yuav khoom sab nraud los ntawm cov nqes dej hauv cov chaw tsim khoom.
Lub ntsiab lus txuas tseem raug kev kub ntxhov los ntawm qhov nce ntxiv ntawm cov nqi nce ntawm cov khoom siv raw thiab cov khoom ntxiv, thiab tus nqi tau nce siab me ntsis, rov qab mus rau cov nqi hauv lub Tsib Hlis xyoo no, tab sis cov kev nce qib tau qeeb.
Lub lim tiam dhau los, tus nqi ntawm photovoltaic iav tau nce ntau txog 11%, thiab tus nqi rau ib lub 'meter' tau nce li ntawm 27 yuan txog 30 yuan. Nws tau tshaj tawm tias tus nqi ntawm lub khob nyoos thiab lwm yam ntaub ntawv raw tau nce ceev thiab nce ntxiv. Ntawm kev thov sab, raws li kev ua lag luam sib koom ntawm ob chav iav module nce, qhov kev thov ntawm iav tau loj hlob sai. Raws li kev tsis sib haum xeeb ntawm kev muab thiab xav tau, tus nqi ntawm photovoltaic iav txuas ntxiv nce nrog lub zog txaus. Hauv 2020 photovoltaic module twv rau xya qhov kev lag luam hauv nruab nrab ntawm SPIC, Datang, Huaneng, Tuam Tshoj General Nuclear Power, Huadian, Peb Gorges Tshiab Zog, thiab Tuam Tshoj Nuclear Fais Fab, qhov kev thov rau ob tog kev suav tau" ib nrab ntawm cov lub teb chaws."
Qhov tseeb, tsis yog tsuas yog photovoltaic iav, EVA tus nqi tseem tab tom nce, txuas ntxiv nce tus nqi ntawm photovoltaic modules. First-line photovoltaic module manufacturers tau kawm tias tus nqi hluav taws xob module tam sim no tau nce mus txog 1.6 ~ 1.7 yuan / W, tab sis piv nrog rau tib lub sijhawm ntawm xyoo tas los, cov nqi module kuj tseem poob qis.
Yog lawm, nws tsis yog tsuas yog cov muag khoom tiv thaiv uas muaj teeb meem, tab sis cov tuam txhab hluav taws xob cog kuj raug kev txom nyem los ntawm tus nqi nce ntxiv. Raws li qee cov kws tsim tawm, txoj haujlwm txhim kho yuav tsum raug tshem tawm vim tias tus nqi nce siab. Tam sim no, tus nqi ntawm photovoltaic kev lag luam saw yuav rov qab mus rau qhov qub li qub tau.
Source: Tshuaj Lom Zem Network
