Tus nqi Upstream ntawm Photovoltaics tau ruaj khov, Vim li cas cov Cheebtsam poob dua?
Jul 21, 2023
01
Kev poob qis ntawm cov khoom siv silicon thiab silicon wafers tau xaus.
Nag hmo, Lub Tuam Txhab Kev Lag Luam Silicon tau tshaj tawm tus nqi tshiab ntawm cov khoom siv silicon, thiab tus nqi tau nce thoob plaws lub rooj tsavxwm.
Tus nqi nruab nrab ntawm ib qho khoom siv lead ua paj ntoo yog 63,200 yuan / tuj, nce 1.94 feem pua; tus nqi nruab nrab ntawm ib qho khoom siv lead ua ntom ntom yog 67,400 yuan / tuj, nce 2.59 feem pua; tus nqi nruab nrab ntawm cov khoom noj rov qab yog 69,300 yuan / tuj, nce 2.67 feem pua;
Saib ntawm silicon wafers dua, raws li cov ntaub ntawv silicon wafer tus nqi tso tawm los ntawm Silicon Kev Lag Luam Tuam Txhab rau Lub Xya Hli 20, M10 silicon wafers thiab G12 silicon wafers ob qho tib si nce los ntawm 0 feem pua, thiab tus nqi nruab nrab N-hom 182mm silicon wafers yog 2.88 yuan / thooj, nce 0.35 feem pua. Zoo li cov ntaub ntawv silicon, tom qab nkag mus rau Lub Xya Hli, silicon wafers maj mam ruaj khov. Kom meej meej, silicon wafers pib rov qab lub lim tiam dhau los.
Yog li ntawd, nws tuaj yeem pom los ntawm tus nqi sib txawv ntawm photovoltaic upstream silicon cov ntaub ntawv thiab silicon wafers uas tus nqi luv luv tau los txog rau theem kawg.
Vim li cas tus nqi nce toj tau ruaj khov? Ua tib zoo saib lub hauv paus ntawm kev lag luam saw:
Nyob rau hauv cov nqe lus ntawm cov ntaub ntawv silicon, ntawm cov khoom siv, qhov poob qis ntawm tus nqi ntawm cov khoom siv silicon nyob rau theem pib yog cuam tshuam nrog cov khoom muag siab. Tom qab qhov kev txo nqi yav dhau los, cov txiaj ntsig ntawm kev tshem tawm lub tsev khaws khoom thaum Lub Xya Hli yog qhov tseem ceeb, thiab cov khoom siv siab ntawm cov khoom lag luam tau txo qis; nyob rau sab incremental, vim qee qhov laj thawj tshwj xeeb, cov zis txhua hli ntawm qee cov tuam txhab ua lag luam tau hloov kho lub hli dhau los, yog li lub siab ntawm tag nrho cov khoom siv sab nraud tsis zoo li lub sijhawm dhau los.
Ntawm qhov kev xav tau, vim tias tus nqi ntawm cov khoom siv silicon txuas ntxiv poob rau theem pib, cov tuam txhab lag luam silicon wafer muaj lub zog tos-thiab-pom tus cwj pwm, sim tos tus nqi ntawm cov khoom lag luam kom ruaj khov ua ntej kev yuav khoom kom tsis txhob muaj lawv tus kheej. poob. Tam sim no hais tias tus nqi yog qhov ruaj khov, kev yuav khoom ntawm silicon wafers kuj tau ua haujlwm.
Raws li rau silicon wafers, downstream cell xa tuaj tau du, tus nqi kuj tau nce, thiab kev yuav khoom rau cov khoom siv silicon wafers tau nce, uas kuj tau txhawb tus nqi ntawm silicon wafers hauv ob lub lis piam dhau los.
Tam sim no, "ua si" nyob rau hauv cov dej ntws ntawm photovoltaic kev lag luam saw xyoo no tau los xaus rau lub sijhawm. Tam sim no, qhov tshwm sim ntawm qhov poob qis hauv cov ntaub ntawv silicon tsis siab. Cov kauj ruam tom ntej yog pom qhov pib ntawm qhov kev thov qis qis.
02
Cov nqi nce siab tau ruaj khov, tab sis qhov poob ntawm cov khoom tseem tsis tau xaus. Tam sim no, cov nqi ntawm cov khoom siv silicon, silicon wafers, thiab roj teeb tau rov zoo dua me ntsis, thiab tsuas yog cov nqi ntawm cov khoom tseem poob.
Raws li cov ntaub ntawv tshaj tawm los ntawm Infolink thaum Lub Xya Hli 19, tus nqi nruab nrab ntawm 182mm ib leeg-iav PERC modules yog 1.31 yuan / W, txo qis ntawm 1.5 feem pua; tus nqi nruab nrab ntawm 210mm ib-iav PERC modules yog 1.33 yuan / W, ib tug txo ntawm 1.5 feem pua.
Tus nqi nruab nrab ntawm 182mm ob-iav PERC modules yog 1.33 yuan / W, txo qis ntawm 1.5 feem pua. Tus nqi nruab nrab ntawm 210mm ob-iav PERC modules yog 1.35 yuan / W, txo qis ntawm 1.5 feem pua.
Vim li cas cov khoom lag luam tsis nce tab sis poob?
Feem ntau vim yog kev ua haujlwm siab ntawm qee lub tuam txhab hauv daim ntawv tshaj tawm ib nrab xyoo thiab kev sib tw rau kev ua lag luam hauv ib nrab xyoo, qhov kev sib tw module tam sim no yog khaus ntau dua.
Nrog rau kev ruaj khov ntawm cov nqi hluav taws xob polysilicon, qhov kev thov davhlau ya nyob twg tau txhawb nqa thaum Lub Xya Hli, thiab cov sijhawm tsim khoom ntawm cov qauv kuj tseem tuaj yeem nce 10 feem pua ntawm lub hli. Txawm li cas los xij, nws tseem tsis tau pib tag nrho, thiab cov neeg tsim khoom tseem xav tau kev sib tw rau kev txiav txim ntawm tus nqi qis, yog li tseem muaj peev xwm poob rau lub sijhawm luv.
Raws li cov ntaub ntawv tam sim no tau tsim muaj peev xwm, nyob rau hauv thawj ib nrab ntawm 2023, lub peev xwm photovoltaic hauv tsev tshiab yog 78.42GW, nce ntawm 154 feem pua rau-xyoo, ntawm 17.21GW tau ntxiv rau lub Rau Hli, ib xyoos-rau-xyoo. xyoo nce ntawm 140 feem pua thiab ib hlis-rau-hli nce ntawm 33 feem pua.
Feem ntau hais lus, hauv thawj ib nrab ntawm lub xyoo, thaum lub davhlau ya nyob twg tseem tsis tau pib tag nrho, lub peev xwm nruab tau ua tau zoo. Raws li cov qauv niaj hnub ntawm lub caij photovoltaic ncov nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, superimposed nyob rau hauv tam sim no tus nqi txoj hauj lwm ntawm lub lag luam saw, lub peev xwm ntsia tau rau hauv lub thib ob ib nrab ntawm lub xyoo yog zoo li yuav ua tau ntau tshaj kev cia siab. Tus nqi module tam sim no ntawm kwv yees li 1.3 yuan / W twb muaj tus nqi hauv paus rau kev txhim kho muaj peev xwm.
