Kev Lag Luam Silicon Futures Bullish Sentiment Yog Muaj Zog Polysilicon Ntau Lawm Muaj Peev Xwm Yog nce theem

Kev lag luam silicon yav tom ntej tau nce siab heev rau hnub Monday sawv ntxov, daim ntawv cog lus tseem ceeb 2311 tau nce ntau dua 2%, ntaus plaub lub hlis siab ntawm 14,600 yuan, tam sim no kev lag luam silicon chaw ua lag luam thawb cov huab cua muaj zog, mus rau lub caij nyoog ncov hauv qab xav tau muaj. kev cia siab ntawm kev txhim kho hauv kev thov rau kev lag luam silicon tau nce, kev lag luam silicon thiab lithium carbonate yog cov neeg sawv cev tseem ceeb ntawm kev lag luam hlau hlau tshiab, thiab nyob rau xyoo tas los no lawv tau tsim kho sai heev. Cov npe ntawm kev lag luam silicon thiab lithium carbonate cov kev xaiv yav tom ntej muaj txiaj ntsig zoo rau cov lag luam, vim tias lawv tuaj yeem siv cov cuab yeej nyiaj txiag los tswj kev pheej hmoo thiab xauv cov txiaj ntsig. Tsis tas li ntawd, cov kev xaiv yav tom ntej kuj tseem tuaj yeem ua rau muaj kev cuam tshuam ntawm tus nqi hloov pauv ntawm kev tsim khoom thiab kev ua haujlwm, pab kom muaj kev ruaj ntseg thiab kev ruaj ntseg ntawm cov khoom siv. Qhov no yog qhov zoo tshaj plaws rau lub sijhawm ntev lub suab loj hlob ntawm kev lag luam. Nyob rau tib lub sijhawm, nws tseem yog qhov tseem ceeb hauv kev txhawb nqa Tuam Tshoj lub zog ntsuab hloov pauv thiab ua tiav txoj kev loj hlob zoo. Tsis tas li ntawd, polysilicon qhov kev thov thiab kev muaj peev xwm muab tso rau hauv PV kev lag luam tseem muaj kev loj hlob siab. Muaj peev xwm tso rau polysilicon, wafers, cell thiab modules tau tag nrho cov tswj kev loj hlob theem siab, nrog rau kev loj hlob txhua xyoo ntawm 30% thiab 50%. Hauv qhov sib piv, kev lag luam silicon loj hlob ntawm CAGR ntawm 5 feem pua. Qhov no qhia tau hais tias kev thov ntawm polysilicon PV sab yog muab lub zog upside tsav tsheb rau kev lag luam silicon.
Txawm li cas los xij, lub peev xwm polysilicon tseem nyob rau theem nce siab raws li kev npaj cov peev txheej polysilicon ntxiv los ntawm H2 2023 mus rau 2024. Qhov no txhais tau hais tias lub peev xwm polysilicon yuav nce ntawm qhov qeeb qeeb thiab yuav tsis tuaj yeem ua tau raws li qhov ceev- loj hlob thov. Raws li qhov tshwm sim, lub peev xwm polysilicon tseem tab tom ntsib qee yam kev cov nyom, thiab yuav tsum muaj kev nce qib ntxiv kom tau raws li kev xav tau ntawm kev lag luam. Cov khoom siv tiag tiag ntawm polysilicon tau ruaj ntseg vim qhov cuam tshuam ntawm kev rov qab los ntawm cov nyiaj tau los. Piv nrog rau kev lag luam silicon, polysilicon yuav cuam tshuam tsawg dua los ntawm cov nqi hluav taws xob. Qhov no yog vim hais tias cov nyiaj tau los hauv ntu polysilicon tam sim no rov qab los, thiab cov nyiaj tau los hauv qab wafer kuj tau rov qab los ntawm lawv qhov qis, ua rau nws yooj yim dua rau cov dej ntws los lees txais tus nqi nce rau cov dej ntws los ntawm polysilicon. Yog li ntawd, cov txiaj ntsig qib ntawm polysilicon yog qhov tsim nyog los txuas ntxiv rov qab, uas tseem txhim kho qhov kev thov rau cov khoom siv raw khoom muaj kev txhawb nqa silicon.
[Source - Yangtze River Non-ferrous Network]