6

Tuam Tshoj lub teb chaws txoj cai ntawm "ua kom lub hnub ci vaj huam sib luag ntau lawm," tab sis overproduction tseem ... International silicon hlau nqi nyob rau hauv ib tug downward trend.

e kev lag luam thoob ntiaj teb rau cov hlau silicon tseem poob qis. Tuam Tshoj, uas suav txog kwv yees li 70% ntawm kev tsim khoom thoob ntiaj teb, tau ua nws txoj cai hauv tebchaws kom nce kev tsim cov hnub ci vaj huam sib luag, thiab kev thov rau polysilicon thiab organic silicon rau panels tau loj hlob, tab sis ntau lawm ntau tshaj qhov xav tau, yog li tus nqi poob qis thiab muaj. yog tsis muaj kev thov tshiab. Cov neeg koom nrog kev ua lag luam ntseeg tias kev tsim khoom ntau dhau yuav txuas ntxiv mus ib ntus thiab cov nqi yuav nyob twj ywm los yog tej zaum yuav poob qis.

1a5a6a105c273d049d9ad78c19be350(1)

Tus nqi xa tawm ntawm Suav silicon hlau, uas yog tus qauv ntsuas thoob ntiaj teb, tam sim no nyob ib puag ncig $ 1,640 ib tuj rau qib 553, uas yog siv los ua cov khoom siv ntxiv rau lwm cov aluminium alloys thiab polysilicon, thiab lwm yam. Nws tau poob li ntawm 10% hauv peb lub hlis los ntawm nyob ib ncig ntawm $1,825 thaum Lub Rau Hli. Qib 441, siv ntau ntau rau polysilicon thiab organic silicon, tam sim no nyob ib ncig ntawm $ 1,685, nqis txog 11% txij lub Rau Hli. Raws li cov tuam txhab uas tsis yog-ferrous hlau trading tuam txhab Tac Trading (Hachioji, Tokyo, Nyiv), Tuam Tshoj cov khoom ntawm silicon hlauNyob rau lub Ib Hlis-Lub Yim Hli 2024 yog kwv yees li 3.22 lab tons, uas yog kwv yees li 4.8 lab tons ntawm ib xyoos ib zaug. Lub tuam txhab tus thawj tswj hwm, Takashi Ueshima, tau hais tias, "Vim tias kev tsim khoom hauv xyoo 2023 yog kwv yees li 3.91 lab tons, qhov no yuav muaj ntau qhov kev tsim tawm los nthuav tawm cov khoom siv hnub ci, uas suav tias yog txoj cai hauv tebchaws." Kev thov rau 2024 yuav tsum yog 1.8 lab tons hauv ib xyoos rau polysilicon rau hnub ci vaj huam sib luag thiab 1.25 lab tons rau organic silicon. Tsis tas li ntawd, kev xa tawm yuav tsum yog 720,000 tons, thiab kev xav tau hauv tsev rau cov khoom siv ntxiv rau cov aluminium alloys yog kwv yees li 660,000 tons, rau tag nrho txog 4.43 lab tons. Yog li ntawd, tej zaum yuav muaj ntau tshaj li ntawm 400,000 tons. Raws li lub Rau Hli, cov khoom muag yog 600,000-700,000 tons, tab sis "nws tau nce mus rau 700,000-800,000 tons tam sim no. Kev nce hauv cov khoom muag yog qhov laj thawj tseem ceeb rau kev ua lag luam qeeb, thiab tsis muaj yam uas yuav ua rau kev lag luam nce sai. " "Yuav kom tau txais txiaj ntsig zoo hauv ntiaj teb nrog cov hnub ci vaj huam sib luag, uas yog txoj cai hauv lub tebchaws, lawv yuav xav kom zam dhau qhov tsis txaus ntawm cov khoom siv raw. Lawv tseem yuav tsim cov polysilicon thiab cov hlau silicon uas yog nws cov khoom siv raw, "(Chairman Uejima). Lwm qhov tseem ceeb ntawm tus nqi poob yog qhov nce hauv cov tuam txhab hauv Suav teb uas tsim cov qib "553" thiab "441," uas yog cov khoom siv raw rau polysilicon, vim yog kev nthuav dav ntawm lub hnub ci vaj huam sib luag. Hais txog tus nqi yav tom ntej, Thawj Tswj Hwm Uejima kwv yees tias, "Ntawm qhov kev tsim khoom ntau dhau, tsis muaj yam uas yuav ua rau muaj kev nce ntxiv, thiab nws yuav siv sijhawm los sib npaug ntawm cov khoom siv thiab kev thov. Lub khw yuav nyob twj ywm los yog maj mam poob rau lub Cuaj Hli thiab Lub Kaum Hli. "