Haufinyane tjena, Lekala la Silicon la Mokhatlo oa Litšepe tse sa Feleng oa Chaena (leo ho thoeng ke "Lekala la Silicon") le lokollotse lintlha tse bontšang hore bekeng ena, litheko tsa 'maraka oa polysilicon li tsitsitse ka kakaretso. Ka kakaretso, theko ea karolelano ea li-yuan tse 41,700 ka tonne e theotsoe hape ka lebaka la likaroloana tsa silicon, theko ea karolelano ea li-yuan tse 39,000 ka tonne, theko ea karolelano ea li-yuan tse limilione tse 3.40 ka tonne. ka tonne. Ho tlalehiloe hore bekeng ena, li-polysilicon ke hlooho ea likhoebo tse 'maloa feela tse nang le litšebelisano tsa sehlopha, tse ling kaofela tsa likhoebo li ntse li lokela ho kenya tšebetsong taelo e fetileng, e ncha e saennoe hanyane.
Theko, ke palo e nyane feela ea likhoebo tse karolo ea thekiso ea keketseho ea theko ea odara, indasteri ea silicon e tla ahlola, keketseho ea litheko tsa lehae mohatong ona ha e so ka e hasana haholo ho likhoebo tse ling, 'me likhoebo tse latelang li ntse li hloka nako e itseng ho latela bothata ba ho fihlela tumellano ea keketseho ea litheko. Ho phaella moo, ho fihlela joale, likhoebo tsohle tsa China tse hlahisang polysilicon li sebetsa ka mokhoa o fokotsehileng oa mojaro. Mothating ona, hlooho ea likhoebo le likhoebo tse ling ponong ea 'maraka ea boemo bona li bonahala li fapane haholo, ho lebelletsoe hore litheko tsa' maraka tse latelang li tla tsoela pele ka nako ea papali ea ho se tsitse, phapang ea litheko tsa khoebo e eketsehile.
Ho ea ka tlhokomeliso ea mokhatlo oa indasteri InfoLink, ho ntse ho e-na le maikutlo a itseng a ho leta 'marakeng,' me papali ea keketseho ea theko ea silicon e tla tsoela pele, 'me re hloka ho shebella liphetoho tsa maano a bareki le barekisi hammoho le liphetoho tsa' maraka. Bekeng ena, tse ling tsa litaelo tse phethiloeng li na le litheko tse eketsehileng hanyane ha li bapisoa le tse fetileng, 'me meeli e holimo le e tlase ea litheko tsa thekiso ea thepa ea silicon e ntse e nyoloha, empa kamohelo ea theko e tlase e lekanyelitsoe, 'me litšebelisano tsa sehlopha ha li so hlahe.
Litheko tsa wafer tsa silicon le tsona li ile tsa tsitsa bekeng ena, moo theko e tloaelehileng ea transaction ea wafer ea silicon ea mofuta oa N-type G10L e ileng ea tsitsa ho 1.18 yuan / sengoathoana; theko e tloaelehileng ea transaction ea wafer ea silicon ea mofuta oa N-type G12R e ileng ea tsitsa ho 1.3 yuan / sengoathoana; theko e tloaelehileng ea transaction ea wafer ea silicon ea mofuta oa N-type G12 e ileng ea tsitsa ho 1.55 yuan / sengoathoana.
Ho latela boemo ba phepelo le tlhokeho, lehlakoreng la phepelo, tlhahiso ea wafer ea silicon ea Hlakola e lebelletsoe ho ba hoo e ka bang 44GW, ha e bapisoa le keketseho e nyane ea Pherekhong, letoto la likhoebo le boetse le fetotse sekhahla sa ho qala se lebelletsoeng. Ho ea ka lipalo-palo, bekeng ena, likhoebo tse peli tsa maemo a pele li tla boloka sekhahla sa ho qala sa 50% le 55%, ka ho latellana, likhoebo tse kopaneng li tla boloka sekhahla sa ho qala sa 60%-80%, tse ling kaofela li tla boloka sekhahla sa ho qala sa 40%-80%.
Kahlolo ea lekala la indasteri ea silicon, likhoebo tsa wafer tsa hajoale li ntse li e-na le thepa e itseng letsohong, boholo ba motho ka mong ka lebaka la phepelo ea liphetoho tse kholo ke ketsahalo e tloaelehileng, 'maraka ka kakaretso o boloka boemo ba de-inventory, kahoo litheko tsa wafer li ke ke tsa fetoha haholo.
InfoLink e boletse hore bekeng ena, taolo ea indasteri e tsoetse pele ho bela, mokhatlo o ntlafalitse kakaretso ea likarolo le kabo ea khoebo ka 'ngoe. Ha ts'ebetso ea 'maraka e ntse e lekanngoa butle-butle, mokhoa oa litheko tsa li-wafer tsa silicon o tla angoa ke matla a ts'ebetsong a likhoebo, 'me theko e latelang e lebelletsoe ho boloka nts'etsopele e tsitsitseng.
Betri, bekeng ena, theko e tloaelehileng ea sele ea mofuta oa P e ntse e le ho 0.33 yuan / W, theko e tloaelehileng ea sele ea mofuta oa N ea M10 bekeng ena e se e le ho 0.29 yuan / W, theko e tloaelehileng ea sele ea mofuta oa N ea G12R, G12 e ntse e le ho 0.28 yuan / W le 0.295 yuan / W.
Ha re lebeletse mokhoa o latelang oa theko, InfoLink e lumela hore lintlha tsa leano li ntse li bela butle-butle, tlhoko ea pheletso le phepelo ea betri li angoa ke ho rekisoa ha litefiso tse ncha tsa phepelo ea matla, litumellano tsa ho itlhophisa tsa indasteri le lintlha tse ling, 'me hape ho hlokahala hore ho nahanoa ka liphetoho phepelong le tlhoko ea boholo bo fapaneng, mohlala, tlhoko ea nako e khuts'oane ea lisele tsa betri tsa boholo ba G12R ha e so bone keketseho e kholo ea ho theoha ha theko e holimo, boholo ba litheko tsa sele ea betri bo ka 'na ba theoloa hape. Ka kakaretso, ka lebaka la litaelo tsa Hlakubele, kemiso e holimo le e tlase e ntse e sa hlaka ka botlalo, maikutlo a hajoale a baetsi ba betri ba emela 'me ba bone a matla, theko ea lihokelo tse ling ho papali le eona e ka ba matla haholo, monyetla oa nts'etsopele e tsitsitseng ea litheko tse latelang tsa betri o lebelletsoe ho ba holimo.
Se amehileng haholo ke sehokelo sa likarolo, data ea InfoLink e bontša hore 'maraka oa morao tjena oa libaka le merero e bohareng e tsitsitse, liodara tse sa tsoa saenoa ha li so fihlelloe ka botlalo, bahlahisi ba likarolo ba boetse ba phahamisa tlhahiso, leha ho le joalo, thomello ea morao tjena e bataletse, keketseho ea theko e ntse e hloka nako ea ho pheha.
Ka ho khetheha, bekeng ena, ho fanoa ha theko ea likarolo tsa TOPCon ea hoo e ka bang 0.6 yuan / W - 0.70 yuan / W, theko e tlase ea 0.6 yuan / W - 0.65 yuan / W e fokotseha butle-butle. Karolo e setseng ea theko ea thekiso ea litlhaloso tsa sehlahisoa, 182 PERC double-glass module range ea 0.6 yuan / W - 0.68 yuan / W, litheko tsa module ea HJT lipakeng tsa 0.69 yuan / W - 0.85 yuan / W, leeme le leholo la theko ea projeke bohareng le tlase ba 0.7 yuan / W - 0.8 yuan / W lipakeng. Bakeng sa BC, karolo ea N-TBC, theko ea hona joale e pakeng tsa 0.68 Yuan/W-0.79 Yuan/W.
