Ifilimu ye-Photovoltaic iyingxenye ebalulekile yezingxenye zephaneli yelanga, ebiza cishe u-8% wezindleko zezingxenye zephaneli yelanga, lapho ifilimu ye-EVA okwamanje iyinani eliphakeme kakhulu lemikhiqizo yefilimu.Ngokukhululwa komthamo omusha wokukhiqiza wezinto ze-silicon ngekota yesine ukukhuthaza ukukhula kwesidingo sengxenye, futhi amasimu anjengezintambo namagwebu angena kancane kancane ngenkathi ephezulu, abahlaziyi babikezela ukuthi intengo ye-EVA kulindeleke ukuthi ishaye entsha. eliphezulu kulo nyaka.
Engxenyeni yokuqala yalo nyaka, ukukhiqizwa kwe-EVA yasekhaya kwakungamathani angama-780,000.Ngenxa yokwenyuka kwezinga lendawo kanye nokutholakala okuqinile kanye nesidingo se-EVA yaphesheya, ivolumu yokungenisa kwe-EVA yasekhaya kusukela ngoJanuwari kuya kuMeyi kulo nyaka ibe amathani angama-443,000, yehle ngo-13% unyaka nonyaka.ukuthi ukukhiqizwa kwe-EVA yasekhaya yonyaka kungamathani ayizigidi ezingu-1.53, ukungenisa kwawo kungamathani ayizigidi ezingu-1, kanti ukunikezwa kwasekhaya ngonyaka kungamathani ayizigidi ezingu-2.43.Ngokusho kwesibikezelo sonyaka se-photovoltaic esifakiwe se-235GW, isidingo sonyaka se-EVA singamathani ayizigidi ezingu-2.58, lapho isidingo sebanga le-photovoltaic singamathani angu-120.amathani.Igebe lonyaka lingamathani ayi-150,000.Kulindeleke ukuthi igebe libe likhulu ku-Q4, futhi intengo ye-EVA kulindeleke ukuthi ikhuphuke ngaphezu kwalokho obekulindelwe.IGuosen Securities iveze ukuthi ngokwezibalo ze-235/300/360GW zamandla asanda kufakwa ngo-2022-2024, isidingo se-EVA sizoba amathani ayizigidi eziyi-120/150/1.8 ngokulandelana.Esimeni sokushoda kwamandla emhlabeni jikelele, uhlangothi lwesidingo kusengenzeka ukuthi ludlule okulindelekile.
Ukwengeza, idatha yemboni ibonisa ukuthi intengo yemakethe ye-photovoltaic grade trichlorosilane ihlehlisiwe ngo-August 9. Lapho ukugcinwa kwefekthri ye-polysilicon engezansi sekuzophela, intengo yemakethe ye-photovoltaic grade trichlorosilane yenyuka ngo-1,000 yuan / ton, futhi intengo cishe ama-yuan angama-20,000.I-Yuan/ton, ikhuphuke ngo-5.26% inyanga nenyanga.
I-Trichlorosilane iyimpahla eyisisekelo yamakhemikhali.I-Trichlorosilane iyadingeka kumthamo omusha wokukhiqiza kanye nenqubo evamile yokukhiqiza ye-polysilicon.Ngokukhula okusheshayo kwemboni ye-photovoltaic, i-photovoltaic polysilicon ibalwe ku-6-70% wesidingo se-trichlorosilane.Ezinye izimakethe ikakhulukazi ezinjengama-agent ahlanganisa ama-silane.Ngo-2022, amandla amasha okukhiqiza asekhaya we-silicon azoba amathani angama-450,000.Ukwanda kokukhiqizwa kwezinto ze-silicon kanye nesidingo esandayo se-trichlorosilane okubangelwa ukusebenza okusha kwezinto ze-silicon kuzodlula amathani ayi-100,000.Ukwandiswa okumenyezelwe kokukhiqizwa kwezinto ze-silicon ngo-2023 Okukhudlwana, i-China Merchants Securities ilinganisela ukuthi isidingo esikhulayo ngokombono singaphezu kwamathani ayi-100,000.Ngaso leso sikhathi, imakethe yendabuko ye-ejenti yokuhlanganisa i-silane, i-trichlorosilane, yahlala izinzile futhi yavuka.Umthamo wokukhiqiza wasekhaya we-trichlorosilane usalokhu uzinzile eminyakeni yamuva nje.Umthamo wamanje wokukhiqiza ucishe ube ngamathani ayi-600,000.Uma kucatshangelwa inqubekelaphambili yokugunyazwa kanye nezinga langempela lokusebenza, inani eliphelele lokuhlinzekwa kwe-trichlorosilane lasekhaya lizodlula amathani angu-500,000 kuya kwangu-650,000 kulo nyaka nalandelayo.waveza ukuthi kusukela kulo nyaka kuya engxenyeni yokuqala yonyaka ozayo, iphethini yokuhlinzeka kanye nesidingo se-trichlorosilane isaqinile noma ibhalansi eqinile, futhi kungase kube negebe lokuhlinzeka ngezigaba engxenyeni yesibili yalo nyaka.
Ngokusho kwefilimu ye-EVA kanye ne-trichlorosilane, umkhuba wokunikezwa kwalolu hlobo lwezinto zokusetshenziswa, i-Multifit yethu izoqhubeka iqinisa ubudlelwano nabahlinzeki abakhiqiza lezi zinto zokusetshenziswa ukuze kuqinisekiswe ukuthi izindleko zokukhiqiza zamaphaneli ethu e-photovoltaic zigcinwa ezingeni lokuncintisana.intengo yamandla.
Isikhathi sokuthumela: Aug-15-2022