Wafer FOB China mitengo yakaramba ichienderana kwevhiki rechitatu rakateedzana nekuda kwekushaikwa kweshanduko dzakakosha mumusika zvakakosha. Mono PERC M10 uye G12 wafer mitengo inoramba yakatsiga pamadhora 0.246 pachidimbu (pc) uye $0.357/pc, zvichiteerana.
Vagadziri vemasero vanoshuvira kuenderera mberi nekugadzirwa mukati mezororo reGore Idzva reChinese vatanga kuunganidza zvigadzirwa, izvo zvakawedzera huwandu hwemawafer anotengeswa. Huwandu hwemawafer anogadzirwa uye mustock hwakakwana kuzadzisa kudiwa kwepasi, nechinguva chidiki zvinotarisirwa nevagadziri vezvekuwedzera kwemutengo.
Maonero akasiyana aripo maererano neari pedyo-yenguva maonero ematengo ewafer pamusika. Sekureva kwemucherechedzi wemusika, makambani epolysilicon anoita kunge ari kubatana kuti akwidze mitengo yepolysilicon pamwe nekuda kwekushomeka kweN-mhando yepolysilicon. Hwaro uhwu hunogona kutungamira mukuwedzera kwemitengo yewafer, kwakadaro sosi, ichiwedzera kuti vanogadzira wafer vanogona kuwedzera mitengo kunyangwe kudiwa kukasapora munguva pfupi iri kutevera nekuda kwemitengo yekugadzira.
Nekune rimwe divi, mumwe anopinda mumusika wepasi anotenda kuti hapana zvakakosha zvakakosha zvinodiwa pakukwira kwemitengo mumusika wekutengesa zvachose nekuda kwekuwandisa kwezvinhu zvekumusoro. Iyo polysilicon yekugadzira inobuda muna Ndira inotarisirwa kunge yakaenzana ne70 GW yezvigadzirwa zvepasi, zvakakura kudarika module yaNdira yekugadzira inobuda inosvika makumi mana GW, maererano neino sosi.
OPIS yakadzidza kuti ndivo chete vagadziri vemasero makuru ndivo vanozoenderera mberi nekugadzira nguva yese yezororo reChinese New Year, paine ingangoita hafu yemasero aripo pamusika achimisa kugadzirwa panguva yezororo.
Chikamu chewaferi chinotarisirwa kudzikisa mitengo yekushanda kwechirimwa mukati meChinese New Year asi haina kuoneka zvishoma kana ichienzaniswa nechikamu chesero, zvichikonzera kuwanda kwewafer inventory muna Kukadzi izvo zvingaite kuderera kwemitengo yewafer mumavhiki anouya.
OPIS, kambani yeDow Jones, inopa mitengo yemagetsi, nhau, data, uye ongororo yepeturu, dhiziri, jet fuel, LPG/NGL, marasha, simbi, nemakemikari, pamwe chete nemafuta anogona kuvandudzwa uye zvinhu zvakatipoteredza. Yakawana midziyo yemitengo kubva kuSingapore Solar Exchange muna 2022 uye ikozvino inoburitsa iyoOPIS APAC Solar Weekly Chirevo.
Nguva yekutumira: Feb-02-2024