Ifilimu ye-Photovoltaic yinxalenye eyimfuneko yezinto zephaneli yelanga, ibalwa malunga ne-8% yeendleko zamacandelo epaneli yelanga, apho ifilimu ye-EVA okwangoku iphezulu kwimveliso yefilimu.Ngokukhululwa komthamo omtsha wemveliso ye-silicon kwikota yesine ukukhuthaza ukukhula kwemfuno yecandelo, kwaye amasimi anje ngeentambo kunye namagwebu angena ngokuthe ngcembe kwixesha lexesha eliphakamileyo, abahlalutyi baqikelela ukuba ixabiso le-EVA kulindeleke ukuba libethe into entsha. phezulu kulo nyaka.
Kwisiqingatha sokuqala salo nyaka, imveliso ye-EVA yasekhaya yayimalunga neetoni ezingama-780,000.Ngenxa yokunyuka kwezinga lendawo kunye nokubonelelwa okuqinileyo kunye nemfuno ye-EVA yangaphandle, umthamo wokungenisa we-EVA wasekhaya ukususela ngoJanuwari ukuya kuMeyi kulo nyaka wawuyi-443,000 yeetoni, phantsi kwe-13% ngonyaka.ukuba imveliso ye-EVA yasekhaya yonyaka yi-1.53 yeetoni zezigidi, ukungenisa kwe-1 yezigidi zeetoni, kunye nokunikezelwa kwasekhaya ngonyaka yi-2.43 yeetoni zezigidi.Ngokutsho kwe-photovoltaic efakwe kwi-forecast umthamo wonyaka we-235GW, imfuno ye-EVA yonyaka malunga neetoni ze-2.58 yezigidi, apho imfuno ye-photovoltaic grade i-120 tons.iitoni.Umsantsa wonyaka yi-150,000 yeetoni.Kulindeleke ukuba i-gap iya kuba nkulu kwi-Q4, kwaye ixabiso le-EVA lilindeleke ukuba liphakame ngaphezu kokulindelwe.I-Guosen Securities ibonise ukuba ngokokubala kwe-235 / 300 / 360GW yomthamo osanda kufakwa kwi-2022-2024, imfuno ye-EVA iya kuba yi-120 / 150 / 1.8 yeetoni zezigidi ngokulandelanayo.Kumxholo wokunqongophala kwamandla ehlabathi, icala lemfuno lisenokwenzeka ukuba ligqithise ubulindelweyo.
Ukongeza, idatha yoshishino ibonisa ukuba ixabiso lemarike ye-photovoltaic grade trichlorosilane yatshintshwa ngo-Agasti 9. Xa ukugcinwa kwefektri ye-polysilicon esezantsi yayiza kugqiba, ixabiso lemarike ye-photovoltaic grade trichlorosilane lenyuke nge-1,000 yuan / ton, kwaye ixabiso laliyi. malunga 20,000 yuan.I-Yuan/toni, inyuke nge-5.26% ngenyanga-ngenyanga.
I-Trichlorosilane yimathiriyeli ebalulekileyo yekhemikhali esisiseko.I-Trichlorosilane iyadingeka kumthamo omtsha wemveliso kunye nenkqubo eqhelekileyo yokuvelisa i-polysilicon.Ngokukhula okukhawulezayo kweshishini le-photovoltaic, i-polysilicon ye-photovoltaic iye yabala i-6-70% yemfuno ye-trichlorosilane.Ezinye ikakhulu ziimarike zoqobo ezifana neearhente zokuhlanganisa i-silane.Ngo-2022, umthamo omtsha wemveliso yasekhaya wezinto zesilicon uya kuba malunga neetoni ezingama-450,000.Ukonyuka kwemveliso ye-silicon kunye nemfuno eyongeziweyo ye-trichlorosilane ebangelwa kukusebenza okutsha kwezinto ze-silicon kuya kudlula iitoni ezili-100,000.Ukwandiswa okubhengeziweyo kwemveliso ye-silicon ngo-2023 Enkulu, i-China Merchants Securities iqikelela ukuba imfuno eyongeziweyo ngokwethiyori ingaphezulu kwe-100,000 yeetoni.Kwangelo xesha, intengiso yemveli ye-agent yokudibanisa i-silane, i-trichlorosilane, yahlala izinzile kwaye yavuka.Umthamo wemveliso yasekhaya ye-trichlorosilane uhleli uzinzile kwiminyaka yakutshanje.Umthamo wangoku wemveliso uphantse ube ziitoni ezingama-600,000.Ukuqwalasela inkqubela phambili yokugunyazisa kunye neyona ndlela yokusebenza, unikezelo lulonke lwasekhaya lwe-trichlorosilane luya kudlula iitoni ezingama-500,000 ukuya kuma-650,000 kulo nyaka nalandelayo.yabonisa ukuba ukusuka kulo nyaka ukuya kwisiqingatha sokuqala sonyaka ozayo, unikezelo kunye nemfuno yepateni ye-trichlorosilane isaqinile okanye i-balance balance, kwaye kusenokubakho i-gap yokubonelela ngezigaba kwisiqingatha sesibini salo nyaka.
Ngokutsho kwefilimu ye-EVA kunye ne-trichlorosilane, ukuhanjiswa kolu hlobo lwezinto eziphathekayo, i-Multifit yethu iya kuqinisa ngakumbi ubudlelwane kunye nabanikezeli abavelisa ezi zixhobo zokuqinisekisa ukuba ixabiso lemveliso yeepaneli zethu ze-photovoltaic zigcinwa kwinqanaba lokukhuphisana.ixabiso amandla.
Ixesha lokuposa: Aug-15-2022