๊ฒŒ์‹œ๋จ: Nov 30, 2023 08:51
ใ€SMM Silicon-based Photovoltaic Morning Meeting Minutes: Price Gap of Battery Wafers Widens, Polysilicon Prices Remain Stableใ€‘Recently, the demand for battery wafers has weakened and prices continue to decline. On one hand, this is due to the decrease in the cost of silicon wafers, and on the other hand, it is due to the continued decline in component production in December, as well as the decrease in the amount of externally sourced batteries for components, further intensifying competition in the battery market. Currently, the price of 210-type battery wafers has fallen, and the structural differentiation in the market has come to an end. Yesterday, the price of polysilicon remained stable, with high-quality inventory currently at a relatively low level. Manufacturers are showing a clear intention to maintain prices, and leading polysilicon producers have not yet formally signed contracts for the new year, as the market continues to take a wait-and-see approach.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM PV ๋‰ด์Šค] ํ•ด๋ฐœ 4,700๋ฏธํ„ฐ! ํ‹ฐ๋ฒ ํŠธ ์•ผ๋ฅผ๋ฃฝ์งฑ๋ถ€๊ฐ• ์ค‘ํ•˜๋ฅ˜ ์ตœ๋Œ€ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์™„๊ณต.
6์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ํ•ด๋ฐœ 4,700๋ฏธํ„ฐ! ํ‹ฐ๋ฒ ํŠธ ์•ผ๋ฅผ๋ฃฝ์งฑ๋ถ€๊ฐ• ์ค‘ํ•˜๋ฅ˜ ์ตœ๋Œ€ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์™„๊ณต.
๋” ๋ณด๊ธฐ
[SMM PV ๋‰ด์Šค] ํ•ด๋ฐœ 4,700๋ฏธํ„ฐ! ํ‹ฐ๋ฒ ํŠธ ์•ผ๋ฅผ๋ฃฝ์งฑ๋ถ€๊ฐ• ์ค‘ํ•˜๋ฅ˜ ์ตœ๋Œ€ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์™„๊ณต.
[SMM PV ๋‰ด์Šค] ํ•ด๋ฐœ 4,700๋ฏธํ„ฐ! ํ‹ฐ๋ฒ ํŠธ ์•ผ๋ฅผ๋ฃฝ์งฑ๋ถ€๊ฐ• ์ค‘ํ•˜๋ฅ˜ ์ตœ๋Œ€ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์™„๊ณต.
์ตœ๊ทผ ์ค‘๊ตญ์ „๊ฑด์ด ๊ฑด์„คํ•œ ํ‹ฐ๋ฒ ํŠธ ์ทจ์‘นํ˜„ ๋ค„๋ถ€์‚ฌ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ 1๋‹จ๊ณ„ 850MW๊ฐ€ ์ค€๊ณต ๊ฒ€์ˆ˜๋ฅผ ์„ฑ๊ณต์ ์œผ๋กœ ํ†ต๊ณผํ•ด ์ง€์—ญ ์ „๋ ฅ ์ˆ˜๊ธ‰ ๊ธด์žฅ ์™„ํ™”์™€ ๊ณ ์› ์—๋„ˆ์ง€ ๊ณต๊ธ‰ ์žฅ๋ฒฝ ๊ฐ•ํ™”์— ์ค‘์š”ํ•œ ์ง€์›์„ ์ œ๊ณตํ–ˆ๋‹ค. ํ‹ฐ๋ฒ ํŠธ ์ทจ์‘นํ˜„ ๋ค„๋ถ€์‚ฌ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ๋Š” ๋ถ€์ง€ ๋ฉด์ ์ด ์•ฝ 4,289.59๋ฌด, ์ด ์„ค์น˜ ์šฉ๋Ÿ‰ 850MW๋กœ, ํ‹ฐ๋ฒ ํŠธ ์•ผ์ค‘ ์ฒญ์ •์—๋„ˆ์ง€ ๊ธฐ์ง€์˜ ์ฒซ ๋ฒˆ์งธ ์ค‘์  ์ƒ์—…์šฉ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ์ด์ž ์•ผ์žฅ๊ฐ• ์ค‘ํ•˜๋ฅ˜ ์ตœ๋Œ€ ๊ทœ๋ชจ์˜ ํƒœ์–‘๊ด‘ ์ฒญ์ • ๋ฐœ์ „ ํ”„๋กœ์ ํŠธ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” 4๊ฐœ ๋‹จ๊ณ„๋กœ ๊ฐœ๋ฐœ๋˜๋ฉฐ, 1๋‹จ๊ณ„๋Š” 200MW, ํ‰๊ท  ํ•ด๋ฐœ 4,700m์— ์œ„์น˜ํ•œ๋‹ค. ์ค‘๊ตญ์ „๊ฑด ์ฒญ๋‘์›์ด 220kV ์Šน์•• ๋ณ€์ „์†Œ, 50MW ํƒœ์–‘๊ด‘ ๊ตฌ์—ญ, 20.74km ์†ก์ „์„ ๋กœ ๋ฐ ๋Œ€์ธก ๋ณ€์ „์†Œ ํ™•์žฅ ๊ณต์‚ฌ๋ฅผ ๋งก์•˜๊ณ , ์ค‘๊ตญ์ˆ˜๋ฆฌ์ˆ˜์ „ ์ œ9๊ณต์ •๊ตญ์ด 150MW ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ๊ตฌ์—ญ ๊ฑด์„ค์„ ๋งก์•„ ์ด 348,000์žฅ์˜ ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ๊ณผ 64๋Œ€์˜ ๋ฐ•์Šคํ˜• ๋ณ€์••๊ธฐ, 704๋Œ€์˜ ์ธ๋ฒ„ํ„ฐ๋ฅผ ์„ค์น˜ํ–ˆ๋‹ค.
6์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ๋ฏธ๊ตญ ์—๋„ˆ์ง€๋ถ€(DOE), ์šฐ์ฃผ ํƒœ์–‘๊ด‘ ๊ธฐ์ˆ  ๊ฐœ๋ฐœ์— 1,200๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž
6์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ๋ฏธ๊ตญ ์—๋„ˆ์ง€๋ถ€(DOE), ์šฐ์ฃผ ํƒœ์–‘๊ด‘ ๊ธฐ์ˆ  ๊ฐœ๋ฐœ์— 1,200๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž
๋” ๋ณด๊ธฐ
[SMM PV ๋‰ด์Šค] ๋ฏธ๊ตญ ์—๋„ˆ์ง€๋ถ€(DOE), ์šฐ์ฃผ ํƒœ์–‘๊ด‘ ๊ธฐ์ˆ  ๊ฐœ๋ฐœ์— 1,200๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž
[SMM PV ๋‰ด์Šค] ๋ฏธ๊ตญ ์—๋„ˆ์ง€๋ถ€(DOE), ์šฐ์ฃผ ํƒœ์–‘๊ด‘ ๊ธฐ์ˆ  ๊ฐœ๋ฐœ์— 1,200๋งŒ ๋‹ฌ๋Ÿฌ ํˆฌ์ž
8์›” 31์ผ, ๋ฏธ๊ตญ ์—๋„ˆ์ง€๋ถ€(DOE)๋Š” ์ด 1,200๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ์ƒˆ๋กœ์šด ์šฐ์ฃผ ํƒœ์–‘๊ด‘ ์—ฐ๊ตฌ๊ฐœ๋ฐœ ์ž๊ธˆ ์ง€์› ๊ธฐํšŒ๋ฅผ ๋ฐœํ‘œํ–ˆ๋‹ค. ์ด ๋ฐœํ‘œ๋Š” ๋ชฉํ‘œ๋ฅผ ๋ช…ํ™•ํžˆ ๋ฐํžˆ๊ณ  ์žˆ๋‹ค. ์šฐ์ฃผ์šฉ ํƒœ์–‘์ „์ง€ ๋ฐ ๋ชจ๋“ˆ ๋น„์šฉ ์ ˆ๊ฐ, ๋ฏธ๊ตญ ๋‚ด ์ œ์กฐ ์—ญ๋Ÿ‰ ํ™•๋Œ€, ์šฐ์ฃผ ๋˜๋Š” ๊ทผ์šฐ์ฃผ ํ™˜๊ฒฝ์—์„œ์˜ ์ œ3์ž ๊ฒ€์ฆ์„ ์œ„ํ•œ ์‹œ์ œํ’ˆ ๊ฐœ๋ฐœ ์ด‰์ง„์ด ๊ทธ๊ฒƒ์ด๋‹ค.
6์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ์œ ๋Ÿฝ ๋ฒค์น˜๋งˆํฌ ๊ตฌ์ถ• | ์น˜์ฝ” ์†”๋ผ ์—๋„ˆ์ง€ ์ดํƒˆ๋ฆฌ์•„ 221MW ์ถ”์  ์‹œ์Šคํ…œ ํ”„๋กœ์ ํŠธ ๊ณต์‹ ์ฐฉ์ˆ˜
6์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ์œ ๋Ÿฝ ๋ฒค์น˜๋งˆํฌ ๊ตฌ์ถ• | ์น˜์ฝ” ์†”๋ผ ์—๋„ˆ์ง€ ์ดํƒˆ๋ฆฌ์•„ 221MW ์ถ”์  ์‹œ์Šคํ…œ ํ”„๋กœ์ ํŠธ ๊ณต์‹ ์ฐฉ์ˆ˜
๋” ๋ณด๊ธฐ
[SMM PV ๋‰ด์Šค] ์œ ๋Ÿฝ ๋ฒค์น˜๋งˆํฌ ๊ตฌ์ถ• | ์น˜์ฝ” ์†”๋ผ ์—๋„ˆ์ง€ ์ดํƒˆ๋ฆฌ์•„ 221MW ์ถ”์  ์‹œ์Šคํ…œ ํ”„๋กœ์ ํŠธ ๊ณต์‹ ์ฐฉ์ˆ˜
[SMM PV ๋‰ด์Šค] ์œ ๋Ÿฝ ๋ฒค์น˜๋งˆํฌ ๊ตฌ์ถ• | ์น˜์ฝ” ์†”๋ผ ์—๋„ˆ์ง€ ์ดํƒˆ๋ฆฌ์•„ 221MW ์ถ”์  ์‹œ์Šคํ…œ ํ”„๋กœ์ ํŠธ ๊ณต์‹ ์ฐฉ์ˆ˜
์ตœ๊ทผ ์‹ ํ—์œ„์•ˆ ์—๋„ˆ์ง€๋Š” 221MW ์ถ”์ ์‹ ์ง€์ง€๋Œ€ ๋ฒค์น˜๋งˆํฌ ํ”„๋กœ์ ํŠธ๋ฅผ ๊ณต์‹ ๊ฐ€๋™ํ–ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ๊ธฐ์—…์ด ์œ ๋Ÿฝ ์ง€์—ญ์—์„œ ์ˆ˜์ฃผํ•œ ํ•ต์‹ฌ ๋‹จ์ผ ํ”„๋กœ์ ํŠธ๋กœ, ํšŒ์‚ฌ์˜ ์ค‘๊ตญ ์™ธ ์‹œ์žฅ ์ „๋žต์  ํ™•์žฅ์— ์žˆ์–ด ์ค‘์š”ํ•œ ๋ŒํŒŒ๊ตฌ๋ฅผ ์˜๋ฏธํ•œ๋‹ค. ์ด๋Š” ํ˜„์ง€ ์ €ํƒ„์†Œ ์—๋„ˆ์ง€ ๋ฐœ์ „์„ ํฌ๊ฒŒ ์ด‰์ง„ํ•˜๊ณ  ์ง€์—ญ์˜ ๋…น์ƒ‰ ์—๋„ˆ์ง€ ์ „ํ™˜์— ๊ฐ•๋ ฅํ•œ ๋™๋ ฅ์„ ๋ถˆ์–ด๋„ฃ๊ณ  ์žˆ๋‹ค.
6์‹œ๊ฐ„ ์ „
ใ€SMM Silicon-based Photovoltaic Morning Meeting Minutes: Price Gap of - Shanghai Metals Market (SMM)