Silane Technology Aims to Optimize Costs and Reduce Energy Consumption Amid Price Pressures

๊ฒŒ์‹œ๋จ: Apr 9, 2025 22:00

Silane Technology: Focus on Optimizing Production Costs and Reducing Energy Consumption Levels

Silane Technology released an investor relations activity record, disclosing that during the reporting period, domestic silane capacity expanded, downstream demand growth slowed, and silane prices have fallen back from highs, indicating significant price pressure. Faced with the industry-wide decline in silane gas prices, the company will focus on optimizing production costs and reducing energy consumption levels. In the long term, with the increasing penetration of TOPCon in the PV industry boosting demand growth, and breakthroughs in silicon carbon anode material technology and applications in the new energy lithium battery sector, new growth opportunities for electronic-grade silane gas are expected to emerge.

๋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
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
2์‹œ๊ฐ„ ์ „
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
๋” ๋ณด๊ธฐ
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
์—์ฝ”๋ผ ๋กœ์—ดํ‹ฐ์Šค๊ฐ€ 9์›” 2์ผ ๋ฐœํ‘œํ•œ 2026๋…„ ์ค‘๊ฐ„ ์‹ค์ ์— ๋”ฐ๋ฅด๋ฉด, ํšŒ์‚ฌ๋Š” ์˜ฌํ•ด ์ƒ๋ฐ˜๊ธฐ ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์ฝ”๋ฐœํŠธ ์ŠคํŠธ๋ฆผ์„ ํ†ตํ•ด 266ํ†ค์˜ ์ฝ”๋ฐœํŠธ๋ฅผ ์ˆ˜์ทจํ–ˆ๋‹ค. ์ด๋Š” 2025๋…„ ๊ฐ™์€ ๊ธฐ๊ฐ„์˜ 140ํ†ค ๋Œ€๋น„ ์•ฝ 90% ์ฆ๊ฐ€ํ•œ ์ˆ˜์น˜๋‹ค. ์—์ฝ”๋ผ๋Š” ๋ณด์ด์‹œ์Šค ๋ฒ ์ด์˜ ์ง€ํ•˜ ์ฑ„๊ตด ์ž‘์—… ์ฆ์‚ฐ์ด ํ˜„์žฌ ์‹ค์งˆ์ ์œผ๋กœ ์™„๋ฃŒ๋˜์—ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์ฝ”๋ฐœํŠธ ๋ฌผ๋Ÿ‰ ์ฆ๊ฐ€์™€ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ์— ํž˜์ž…์–ด, ์ŠคํŠธ๋ฆผ ๋น„์šฉ ์ฐจ๊ฐ ํ›„ ํ”„๋กœ์ ํŠธ ํฌํŠธํด๋ฆฌ์˜ค ๊ธฐ์—ฌ๋„๋Š” ์ƒ๋ฐ˜๊ธฐ์— 1,350๋งŒ ๋‹ฌ๋Ÿฌ๋กœ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 230% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ, ํ‰๊ท  ์‹คํ˜„ ์ฝ”๋ฐœํŠธ ๊ฐ€๊ฒฉ์€ ์ „๋…„ ๋™๊ธฐ ํŒŒ์šด๋“œ๋‹น 16.5๋‹ฌ๋Ÿฌ์—์„œ 28.4๋‹ฌ๋Ÿฌ๋กœ ์ƒ์Šนํ–ˆ๋‹ค. ํ•œํŽธ, ๋ฒ ์ผ ๋ฒ ์ด์Šค ๋ฉ”ํƒˆ์Šค๋Š” ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์„ ๊ด‘์žฅ์˜ ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ ์—ฐ๊ฐ„ ์•ฝ 280๋งŒ ํ†ค์—์„œ 380๋งŒ ํ†ค์œผ๋กœ ํ™•์žฅํ•˜๋Š” ๋ฐฉ์•ˆ์„ ๊ฒ€ํ†  ์ค‘์ด๋‹ค. ๊ด€๋ จ ์˜ˆ๋น„ ํƒ€๋‹น์„ฑ ์กฐ์‚ฌ๊ฐ€ ์ง„ํ–‰ ์ค‘์ด๋ฉฐ, ์ตœ์ข… ํˆฌ์ž ๊ฒฐ์ •์€ 2028๋…„๊ฒฝ์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ๋‹ค. ๋˜ํ•œ ์ด ํ”„๋กœ์ ํŠธ๋Š” 2026๋…„์— ์ง€ํ•˜ ๋ฐ ์ง€ํ‘œ ์‹œ์ถ”๋ฅผ ๊ณ„ํšํ•˜์—ฌ ๊ด‘์‚ฐ ๊ณ„ํš์„ ์ตœ์ ํ™”ํ•˜๊ณ , ์ž์› ํ™•์žฅ์„ ์ง€์›ํ•˜๋ฉฐ, ๊ด‘์‚ฐ ์ˆ˜๋ช…์„ ์—ฐ์žฅํ•  ๊ฐ€๋Šฅ์„ฑ์„ ๋ชจ์ƒ‰ํ•˜๊ณ  ์žˆ๋‹ค. ์—์ฝ”๋ผ๋Š” ๋˜ํ•œ ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์„ ๊ด‘์žฅ์˜ ์ •๊ธฐ ๋ณด์ˆ˜๊ฐ€ 3๋ถ„๊ธฐ์—, ๋กฑ ํ•˜๋ฒ„ ์ •๋ จ์†Œ์˜ ์ •๊ธฐ ๋ณด์ˆ˜๊ฐ€ 4๋ถ„๊ธฐ์— ์˜ˆ์ •๋˜์–ด ์žˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.
2์‹œ๊ฐ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
4์‹œ๊ฐ„ ์ „
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋” ๋ณด๊ธฐ
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
4์‹œ๊ฐ„ ์ „
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
18์‹œ๊ฐ„ ์ „
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
๋” ๋ณด๊ธฐ
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
์˜ค๋Š˜ SMM ์ „์ง€๊ธ‰ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ ์†Œํญ ํ•˜๋ฝํ–ˆ๋‹ค. ํƒ„์‚ฐ๋ฆฌํŠฌ 2701 ๊ณ„์•ฝ์€ ์˜ค๋Š˜ 157,000์œ„์•ˆ/ํ†ค์— ๋‚ฎ๊ฒŒ ๊ฐœ์žฅํ•œ ํ›„ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ์˜ค์ „ ์žฅ์ค‘ 156,000~157,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ์•ฝ์„ธ ํ๋ฆ„์„ ๋ณด์˜€์œผ๋ฉฐ, ์žฅ์ค‘ ๊ณ ์ ์€ 157,800์œ„์•ˆ/ํ†ค์ด์—ˆ๋‹ค. ์ •์˜ค ๋ฌด๋ ต 153,200์œ„์•ˆ/ํ†ค๊นŒ์ง€ ๊ธ‰๋ฝํ•˜๋ฉฐ ์žฅ์ค‘ ์‹ ์ €๊ฐ€๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ์ •์˜ค ์ „ํ›„๋กœ 154,000~156,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ๋“ฑ๋ฝ์„ ๋ฐ˜๋ณตํ–ˆ๋‹ค. ์˜คํ›„ ์žฅ์—์„œ๋Š” ๋งค์ˆ˜ ์„ธ๋ ฅ์ด ์ผ์‹œ์ ์œผ๋กœ ๊ฐ€๊ฒฉ์„ ๋Œ์–ด์˜ฌ๋ ธ์œผ๋‚˜ ํ‰๊ท  ๊ฐ€๊ฒฉ์„ ์„ ๋ŒํŒŒํ•˜์ง€ ๋ชปํ–ˆ๋‹ค. ์žฅ ํ›„๋ฐ˜ ๋‹ค์‹œ ์•ฝ์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ๊ฒฐ๊ตญ 3.2% ํ•˜๋ฝํ•œ 154,800์œ„์•ˆ/ํ†ค์— ๋งˆ๊ฐํ–ˆ๊ณ , ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ 9,123๊ณ„์•ฝ ๊ฐ์†Œํ–ˆ๋‹ค. ํ˜„๋ฌผ ์‹œ์žฅ์—์„œ๋Š” ํ•˜๋ฅ˜ ์—…์ฒด๋“ค์ด ํ•„์š”์— ๋”ฐ๋ผ ์ €๊ฐ€ ๋งค์ˆ˜์— ๋‚˜์„ฐ๋‹ค. 155,000์œ„์•ˆ/ํ†ค ์ดํ•˜์—์„œ๋Š” ํ•˜๋ฅ˜์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ๋งค์ˆ˜ ์˜ํ–ฅ์ด ๊ณ„์† ํšŒ๋ณต๋˜์—ˆ๋‹ค. ๊ณต๊ธ‰ ์ธก๋ฉด์—์„œ๋Š” ๊ฐ€๊ฒฉ์ด ํ•˜๋ฝํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํŒ๋งค ์˜ํ–ฅ์ด ์—ฌ์ „ํžˆ ์•ฝํ–ˆ์œผ๋ฉฐ, ์ผ๋ถ€ ๋ฆฌํŠฌ ํ™”ํ•™ ๊ณต์žฅ์€ ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•˜๋ฉฐ ํŒ๋งค๋ฅผ ๋ณด๋ฅ˜ํ–ˆ๋‹ค. ์ „๋ฐ˜์ ์œผ๋กœ ์‹œ์žฅ ๋ฌธ์˜์™€ ์‹ค์ œ ๊ฑฐ๋ž˜๋Š” ๋น„๊ต์  ํ™œ๋ฐœํ–ˆ๋‹ค.
18์‹œ๊ฐ„ ์ „
Silane Technology: Focus on Optimizing Production Costs and Reducing E - Shanghai Metals Market (SMM)