Silicon Wafer Prices Dip, Module Output Climbs in October: SMM Weekly Commentary

๊ฒŒ์‹œ๋จ: Sep 27, 2024 13:45
[SMM Weekly Commentary: Silicon Wafers Show a Decline, Module Production in October Rises] This week, the mainstream transaction price of domestic P-type monocrystalline silicon wafers of 182mm was 1.1-1.2 yuan/piece, while that of N-type 18Xmm silicon wafers was 1.06-1.1 yuan/piece, and the price of N-type 210R was 1.25-1.3 yuan/piece. Towards the end of this week, silicon wafer prices showed a declining trend, with the price of 183 silicon wafers falling for the first time, and bulk transactions occurred at 1.08 yuan or even 1.06 yuan. The transaction price of 210R deviated towards 1.25 yuan/piece. Inventory pressure led to some second-tier enterprises taking the lead in "running away" from this round of silicon wafer transactions at the end of the month.

๋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
2026 SMM ๋…์ผ ํƒœ์–‘๊ด‘ ๋ฐ ์—๋„ˆ์ง€ ์ €์žฅ ํฌ๋Ÿผ: ์œ ๋Ÿฝ ์—๋„ˆ์ง€ ์ „ํ™˜์˜ ๋„์ „๊ณผ ๊ธฐํšŒ ๋ชจ์ƒ‰
7์‹œ๊ฐ„ ์ „
2026 SMM ๋…์ผ ํƒœ์–‘๊ด‘ ๋ฐ ์—๋„ˆ์ง€ ์ €์žฅ ํฌ๋Ÿผ: ์œ ๋Ÿฝ ์—๋„ˆ์ง€ ์ „ํ™˜์˜ ๋„์ „๊ณผ ๊ธฐํšŒ ๋ชจ์ƒ‰
๋” ๋ณด๊ธฐ
2026 SMM ๋…์ผ ํƒœ์–‘๊ด‘ ๋ฐ ์—๋„ˆ์ง€ ์ €์žฅ ํฌ๋Ÿผ: ์œ ๋Ÿฝ ์—๋„ˆ์ง€ ์ „ํ™˜์˜ ๋„์ „๊ณผ ๊ธฐํšŒ ๋ชจ์ƒ‰
2026 SMM ๋…์ผ ํƒœ์–‘๊ด‘ ๋ฐ ์—๋„ˆ์ง€ ์ €์žฅ ํฌ๋Ÿผ: ์œ ๋Ÿฝ ์—๋„ˆ์ง€ ์ „ํ™˜์˜ ๋„์ „๊ณผ ๊ธฐํšŒ ๋ชจ์ƒ‰
7์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] 3๊ตฌ์—ญ 1์ˆœ์œ„ ํ›„๋ณด ์—…๊ณ„ ์„ ๋„, TCL ์ค‘ํ™˜, ๊ด‘๋‘ฅ ์—๋„ˆ์ง€ ๊ทธ๋ฃน์˜ 2026๋…„ ์ง‘์ค‘ํ˜• ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ์ž…์ฐฐ ๊ตฌ๋งค ํ›„๋ณด ์„ ์ •
7์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] 3๊ตฌ์—ญ 1์ˆœ์œ„ ํ›„๋ณด ์—…๊ณ„ ์„ ๋„, TCL ์ค‘ํ™˜, ๊ด‘๋‘ฅ ์—๋„ˆ์ง€ ๊ทธ๋ฃน์˜ 2026๋…„ ์ง‘์ค‘ํ˜• ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ์ž…์ฐฐ ๊ตฌ๋งค ํ›„๋ณด ์„ ์ •
๋” ๋ณด๊ธฐ
[SMM PV ๋‰ด์Šค] 3๊ตฌ์—ญ 1์ˆœ์œ„ ํ›„๋ณด ์—…๊ณ„ ์„ ๋„, TCL ์ค‘ํ™˜, ๊ด‘๋‘ฅ ์—๋„ˆ์ง€ ๊ทธ๋ฃน์˜ 2026๋…„ ์ง‘์ค‘ํ˜• ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ์ž…์ฐฐ ๊ตฌ๋งค ํ›„๋ณด ์„ ์ •
[SMM PV ๋‰ด์Šค] 3๊ตฌ์—ญ 1์ˆœ์œ„ ํ›„๋ณด ์—…๊ณ„ ์„ ๋„, TCL ์ค‘ํ™˜, ๊ด‘๋‘ฅ ์—๋„ˆ์ง€ ๊ทธ๋ฃน์˜ 2026๋…„ ์ง‘์ค‘ํ˜• ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ์ž…์ฐฐ ๊ตฌ๋งค ํ›„๋ณด ์„ ์ •
6์›” 26์ผ, ๊ด‘๋™์—๋„ˆ์ง€๊ทธ๋ฃน์˜ 2026๋…„ ํƒœ์–‘๊ด‘ ๋ชจ๋“ˆ ์ง‘์ค‘ ์ž…์ฐฐ ํ›„๋ณด ๋ฐœํ‘œ๊ฐ€ ๊ณต์‹์ ์œผ๋กœ ์™„๋ฃŒ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ์ด๋ฒˆ ์ง‘์ค‘ ์กฐ๋‹ฌ์˜ ์ด ๊ทœ๋ชจ๋Š” 679.87MW์ด๋ฉฐ, ๋†์—…ํƒœ์–‘๊ด‘ ์ƒํ˜ธ๋ณด์™„, ๋ณตํ•ฉ ์ง€์ƒํ˜• ๋ฐœ์ „์†Œ ๋“ฑ ์—ฌ๋Ÿฌ ํ•ต์‹ฌ ์‹œ๋‚˜๋ฆฌ์˜ค๋ฅผ ํฌํ•จํ•ฉ๋‹ˆ๋‹ค. TCL ์ค‘ํ™˜์€ ์„ฑ์ˆ™ํ•œ ์ œํ’ˆ ํฌํŠธํด๋ฆฌ์˜ค์™€ ์ƒˆ๋กœ์šด ์‹œ๋‚˜๋ฆฌ์˜ค ๊ธฐ๋ฐ˜ ๊ธฐ์ˆ  ์„ฑ๊ณผ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ 1, 3, 4๊ตฌ์—ญ์˜ ์ œ1๋‚™์ฐฐ ํ›„๋ณด๋กœ ์„ ์ •๋˜์—ˆ์œผ๋ฉฐ, ์ด๋ฒˆ ์ง‘์ค‘ ์กฐ๋‹ฌ์—์„œ ์šฐ์ˆ˜ํ•œ ์„ฑ๊ณผ๋ฅผ ๊ฑฐ๋‘๋ฉฐ ํ™”๋‚จ ์ง€์—ญ ๋Œ€ํ˜• ์—๋„ˆ์ง€ ๊ทธ๋ฃน์˜ ๊ณ ํšจ์œจ ๋ชจ๋“ˆ ์ž…์ฐฐ ๋ถ„์•ผ์—์„œ ์„ ๋‘๋ฅผ ์ด์–ด๊ฐ€๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
7์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ์ฃผ์š” ํ”„๋กœ์ ํŠธ ์ง‘์ค‘ | ESS ๋ฐœ์ „์†Œ โ€œํ•˜๋ฃจ ๋‘ ๊ฑด ์ฐฉ๊ณตโ€
7์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ์ฃผ์š” ํ”„๋กœ์ ํŠธ ์ง‘์ค‘ | ESS ๋ฐœ์ „์†Œ โ€œํ•˜๋ฃจ ๋‘ ๊ฑด ์ฐฉ๊ณตโ€
๋” ๋ณด๊ธฐ
[SMM PV ๋‰ด์Šค] ์ฃผ์š” ํ”„๋กœ์ ํŠธ ์ง‘์ค‘ | ESS ๋ฐœ์ „์†Œ โ€œํ•˜๋ฃจ ๋‘ ๊ฑด ์ฐฉ๊ณตโ€
[SMM PV ๋‰ด์Šค] ์ฃผ์š” ํ”„๋กœ์ ํŠธ ์ง‘์ค‘ | ESS ๋ฐœ์ „์†Œ โ€œํ•˜๋ฃจ ๋‘ ๊ฑด ์ฐฉ๊ณตโ€
7์›” 3์ผ, ํ•˜์ด๋‚œ์ฃผ 1,000๋งŒ kW๊ธ‰ ์‹ ์—๋„ˆ์ง€ ๊ธฐ์ง€์™€ ํ•˜์ด์‹œ์ฃผ ๋”๋งํ•˜์‹œ PV ์‚ฐ์—…๋‹จ์ง€์—์„œ ํฌ์†Œ์‹์ด ์ „ํ•ด์กŒ๋‹ค. ํ™ฉํ—ˆํšŒ์‚ฌ๊ฐ€ ์กฐ์„ฑํ•œ ํ•˜์ด๋‚œ PV+ESS ํ†ตํ•ฉ ์‹ค์ฆ๊ธฐ์ง€๋ฅผ ์ง€์›ํ•˜๋Š” ๋”ฉ์•ผ์˜ค PV+ESS ๋ฐœ์ „์†Œ์™€, ๋”๋งํ•˜ ์ด์‰ฌ์•ˆ PV ๋ฐœ์ „์†Œ๋ฅผ ์ง€์›ํ•˜๋Š” ์‹ ์ญ ์—๋„ˆ์ง€์ €์žฅ ๋ฐœ์ „์†Œ๊ฐ€ ๊ฐ™์€ ๋‚  ์„ฑ๊ณต์ ์œผ๋กœ ๊ณ„ํ†ต์— ์—ฐ๊ณ„๋๋‹ค. ์ด์— ๋”ฐ๋ผ ํ™ฉํ—ˆํšŒ์‚ฌ์˜ ESS ์„ค์น˜ ์šฉ๋Ÿ‰์€ 1,153.63 MW/3,509.52 MWh๋กœ ํ™•๋Œ€๋๋‹ค. ๋”ฉ์•ผ์˜ค PV+ESS ๋ฐœ์ „์†Œ๋Š” 85.63 MW/151.29 MWh ๊ทœ๋ชจ๋กœ ๊ตฌ์„ฑ๋์œผ๋ฉฐ, ์—๋„ˆ์ง€์ €์žฅ ๊ธฐ์ˆ , PV+ESS ๊ฒฐํ•ฉ, ์†Œ๊ทœ๋ชจ PV+ESS, PV+ESS ์‹œ์Šคํ…œ ๋“ฑ 4๋Œ€ ์‹คํ—˜ ๊ตฌ์—ญ์„ ๊ตฌ์ถ•ํ–ˆ๋‹ค. ๊ณ ๊ณ ๋„ ์ง€์—ญ์—์„œ ๋‹ค๊ธฐ์ˆ  ๋น„๊ตยท๊ฒ€์ฆ์˜ ๊ณต๋ฐฑ์„ ๋ฉ”์› ์œผ๋ฉฐ, ์ค‘๊ตญ์˜ ์‹ ํ˜• ์—๋„ˆ์ง€์ €์žฅ ๊ธฐ์ˆ  ๋…ธ์„  ์„ ์ •์„ ์œ„ํ•œ ํ•ต์‹ฌ ๊ณ ๊ณ ๋„ ํ˜„์žฅ ๋ฐ์ดํ„ฐ๋ฅผ ์ œ๊ณตํ•  ์˜ˆ์ •์ด๋‹ค
7์‹œ๊ฐ„ ์ „