Photovoltaic zaj duab xis yog ib qho tseem ceeb ntawm cov khoom siv hnub ci vaj huam sib luag, suav txog li 8% ntawm tus nqi ntawm cov khoom siv hnub ci vaj huam sib luag, uas tam sim no EVA zaj duab xis yog qhov feem ntau ntawm cov khoom siv ua yeeb yaj kiab.Nrog rau kev tso tawm tshiab lub peev xwm ntawm cov ntaub ntawv silicon nyob rau hauv lub quarter thib plaub los txhawb kev loj hlob ntawm cov khoom xav tau, thiab cov teb xws li cables thiab foams tau maj mam nkag mus rau lub caij ncov, cov kws tshuaj ntsuam kwv yees tias tus nqi ntawm EVA yuav tsum ntaus tus tshiab. siab xyoo no.
Nyob rau hauv thawj ib nrab ntawm lub xyoo no, lub domestic EVA ntau lawm yog hais txog 780,000 tons.Vim tias qhov nce hauv cheeb tsam kev lag luam thiab cov khoom siv nruj thiab kev thov ntawm EVA txawv teb chaws, cov khoom siv EVA hauv tsev los ntawm Lub Ib Hlis Ntuj txog Lub Tsib Hlis xyoo no yog 443,000 tons, nqis 13% xyoo-rau-xyoo.hais tias txhua xyoo domestic EVA ntau lawm yog 1.53 lab tons, ntshuam yog 1 lab tons, thiab cov khoom siv hauv tsev txhua xyoo yog 2.43 lab tons.Raws li lub xyoo photovoltaic ntsia muaj peev xwm kwv yees ntawm 235GW, txhua xyoo EVA thov yog kwv yees li 2.58 lab tons, ntawm cov qib photovoltaic xav tau yog 120 tons.tons.Qhov sib txawv txhua xyoo yog 150,000 tons.Nws cia siab tias qhov sib txawv yuav loj dua hauv Q4, thiab EVA tus nqi yuav tsum nce ntau dua li qhov xav tau.Guosen Securities tau taw qhia tias raws li kev suav ntawm 235/300/360GW ntawm lub peev xwm tshiab tsim nyob rau xyoo 2022-2024, qhov kev thov rau EVA yuav yog 120/150/1.8 lab tons.Nyob rau hauv cov ntsiab lus ntawm lub ntiaj teb no lub zog tsis txaus, qhov kev thov sab tseem yuav muaj ntau tshaj qhov kev cia siab.
Tsis tas li ntawd, cov ntaub ntawv kev lag luam qhia tau hais tias tus nqi lag luam ntawm photovoltaic qib trichlorosilane thim rov qab rau lub Yim Hli 9. Thaum kev saib xyuas ntawm lub chaw tsim khoom hauv qab ntawm polysilicon tau hais txog yuav xaus, kev lag luam tus nqi ntawm photovoltaic qib trichlorosilane tau nce 1,000 yuan / tuj, thiab tus nqi yog txog 20,000 yuan.Yuan / ton, nce 5.26% lub hli-rau-hli.
Trichlorosilane yog ib qho tseem ceeb ntawm cov khoom siv tshuaj lom neeg.Trichlorosilane yuav tsum tau muaj peev xwm tsim tawm tshiab thiab cov txheej txheem tsim khoom ntawm polysilicon.Nrog rau kev loj hlob sai ntawm kev lag luam photovoltaic, photovoltaic polysilicon tau suav txog 6-70% ntawm kev thov rau trichlorosilane.Cov seem yog cov khoom lag luam qub xws li silane coupling agents.Xyoo 2022, lub peev xwm tsim tawm tshiab hauv tsev ntawm cov khoom siv silicon yuav yog li 450,000 tons.Kev nce hauv cov khoom siv silicon thiab qhov kev thov nce ntxiv rau trichlorosilane los ntawm kev ua haujlwm tshiab ntawm cov khoom siv silicon yuav ntau dua 100,000 tons.Kev tshaj tawm nthuav dav ntawm cov khoom siv silicon hauv xyoo 2023 Loj dua, Tuam Tshoj Cov Lag Luam Kev Nyab Xeeb kwv yees tias qhov kev thov nce ntxiv yog qhov kev xav ntau dua 100,000 tons.Nyob rau tib lub sijhawm, kev lag luam ib txwm muaj ntawm silane coupling tus neeg sawv cev, trichlorosilane, tseem nyob ruaj khov thiab sawv.Lub peev xwm tsim tawm hauv tsev ntawm trichlorosilane tau nyob ruaj khov nyob rau xyoo tas los no.Tam sim no tag nrho cov peev txheej tsim tau yog ze li ntawm 600,000 tons.Xav txog qhov kev nce qib ntawm commissioning thiab tus nqi ua haujlwm tiag tiag, tag nrho cov khoom siv hauv tsev ntawm trichlorosilane yuav tshaj 500,000 txog 650,000 tons xyoo no thiab tom ntej.tau taw qhia tias txij xyoo no mus rau thawj ib nrab ntawm xyoo tom ntej, cov khoom siv thiab kev thov ntawm trichlorosilane tseem nruj lossis sib npaug nruj, thiab tej zaum yuav muaj qhov sib txawv ntawm qhov sib txawv hauv ib nrab xyoo no.
Raws li EVA zaj duab xis thiab trichlorosilane, cov khoom lag luam sib txawv ntawm cov khoom siv raw li no, peb Multifit yuav ntxiv dag zog rau kev sib raug zoo nrog cov neeg muag khoom uas tsim cov ntaub ntawv raw los xyuas kom meej tias cov nqi tsim khoom ntawm peb cov photovoltaic panels yog tswj kom muaj kev sib tw.zog nqi.
Post lub sij hawm: Aug-15-2022