Izintengo ze-wafer zizinzile ngaphambi kwemikhosi kaNcibijane wamaShayina

Izintengo ze-Wafer FOB China ziye zahlala zingashintshile isonto lesithathu lilandelana ngenxa yokuntuleka kwezinguquko ezibalulekile ezintweni eziyisisekelo zemakethe. Izintengo ze-Mono PERC M10 kanye ne-G12 zihlezi zizinzile ku-$0.246 ucezu ngalunye (i-pc) kanye no-$0.357/pc, ngokulandelanayo.

Abakhiqizi bamaseli abahlose ukuqhubeka nokukhiqiza ngesikhathi sekhefu Lonyaka Omusha WaseShayina sebeqalile ukuqongelela izinto ezingavuthiwe, okukhuphule umthamo wamawafa adayiswayo. Inani lama-wafer akhiqizwayo futhi esitokweni lanele ukuhlangabezana nesidingo esingaphansi komfula, okwedlula okwesikhashana okulindelwe abenzi bama-wafer ekukhuphukeni kwentengo eyengeziwe.

Kukhona imibono ehlukene mayelana nokubukeka okuseduze kwamanani ama-wafer endaweni yemakethe. Ngokombukeli wemakethe, izinkampani ze-polysilicon zibonakala zihlangana ndawonye ukuze zikhuphule amanani e-polysilicon mhlawumbe ngenxa yokushoda okuhlobene kwe-polysilicon yohlobo lwe-N. Lesi sisekelo singase siholele ekwenyukeni kwentengo ye-wafer, kusho umthombo, wengeza ngokuthi abenzi be-wafer bangase banyuse amanani ngisho noma isidingo singabuyiseli esikhathini esizayo esiseduze ngenxa yokucatshangelwa kwezindleko zokukhiqiza.

Ngakolunye uhlangothi, umhlanganyeli wemakethe engaphansi komfula ukholelwa ukuthi azikho izimfuneko eziyisisekelo ezanele zokwenyuka kwamanani emakethe ye-supply chain iyonke ngenxa yokugcwala ngokweqile kwezinto zokwakha ezikhuphuka nomfula. Ukukhiqizwa kokukhiqizwa kwe-polysilicon ngoJanuwari kulindeleke ukuthi kulingane nemikhiqizo engaba ngu-70 GW, enkulu kakhulu kunokukhishwa kokukhiqizwa kwemojuli kaJanuwari okungaba ngu-40 GW, ngokwalo mthombo.

I-OPIS ithole ukuthi abakhiqizi abakhulu bamaseli kuphela abazoqhubeka nokukhiqiza okuvamile kulo lonke ikhefu Lonyaka Omusha WaseShayina, cishe ingxenye yomthamo wamaseli akhona emakethe amisa ukukhiqizwa ngesikhathi samaholide.

Ingxenye ye-wafer kulindeleke ukuthi yehlise amanani okusebenza kwezitshalo phakathi Nonyaka Omusha WaseShayina kodwa ayibonakali kangako uma iqhathaniswa nengxenye yeseli, okuholela ekufakweni kwempahla ye-wafer ephakeme ngoFebhuwari engase yenze ingcindezi yokwehla emananini ama-wafer emasontweni azayo.

I-OPIS, inkampani ye-Dow Jones, ihlinzeka ngezintengo zamandla, izindaba, idatha, nokuhlaziya ngophethiloli, udizili, uphethiloli wejethi, i-LPG/NGL, amalahle, izinsimbi, namakhemikhali, kanye namafutha avuselelekayo kanye nempahla yemvelo. Ithole izimpahla zedatha yamanani e-Singapore Solar Exchange ngo-2022 futhi manje ishicilela i-Umbiko Wamaviki Onke we-OPIS APAC.