Peb Hlis 9, 2026- Silicon hlau tus nqi tuav ruaj khov nyob rau thawj lub lim tiam ntawm lub Cuaj Hli raws li kev txiav cov khoom lag luam hauv Tuam Tshoj cov cheeb tsam tseem ceeb silicon pib nruj cov khoom siv, thaum qhov kev thov los ntawm cov khoom qis qis tau txhim kho me ntsis. Kev ua lag luam tseem nyob ze rau ib xyoo - xyoo qis, nrog rau kev lag luam yav tom ntej sib sau ua ke hauv qab RMB 9,000 / MT qib kev puas siab ntsws.
Spot thiab Futures Nqe (raws li lub Cuaj Hlis 8, 2026)
SMM (Shanghai Metals Market) soj ntsuam oxygen - tshuab 553# silicon nyob rau sab hnub tuaj Tuam Tshoj ntawmRMB 9,400–9,500 / MTthiab 441 # ntawmRMB 9,500–9,700 / MTthaum lub Cuaj Hlis 8, nce txog RMB 50/MT lub lim tiam-nyob rau- lub lim tiam. 3303# tau soj ntsuam ntawm RMB 10,100–10,200/MT.
Nyob rau yav tom ntej kev lag luam, lub ntsiab Guangzhou Futures Exchange cog lus (2611) kaw ntawmRMB 8,880 / MTthaum lub Cuaj Hlis 8, nce 1.66% hnub-ntawm- hnub. Cov nqi tau ua lag luam nyob rau hauv RMB 8,000-9,000 / MT ntau yam, nrog qhov tseeb tsis kam nyob ze ntawm RMB 9,000 qib. Txoj kev nkhaus rau pem hauv ntej tseem nyob hauv contango, txawm tias tus nqi qis tau nqaim, qhia kev ceev faj txog kev cia siab ntxiv.
Supply: Tso zis txiav coj los siv
Kev txo qis ntau lawm tshaj tawm los ntawm silicon loj- tsim cov cheeb tsam - Xinjiang, Yunnan thiab Sichuan, uas suav nrog kwv yees li 70% ntawm lub tebchaws muaj peev xwm - tau pib ua tiav. Cov neeg tsim khoom tuav cov lus qhia ruaj khov nyob rau lub lim tiam, thiab cov tub lag luam nyob rau thaj tsam ntawm sab qaum teb sab hnub poob Tuam Tshoj tau ntxiv dag zog rau qhov chaw - yav tom ntej kis me ntsis. Kev lag luam tus nqi ntsuas zaum ntawm kwv yees li RMB 8,600–9,200 / MT los ntawm cheeb tsam, txhais tau tias cov nqi chaw tam sim no tawm cov nqi qis rau kev poob qis ntxiv yam tsis muaj kev txhawb nqa ntxiv.
Xav tau: Kev txhim kho me ntsis
Qhov kev thov hauv qab no tau txhim kho me ntsis xwb. Organic silicon tso zis edged down, thaum theem nrab (recycled) aluminium alloy kev khiav hauj lwm tus nqi rebounded thiab thawj aluminium alloy eased marginally. Cov neeg yuav khoom hauv polysilicon sector txuas ntxiv yuav khoom raws li - qhov xav tau, nrog ntau lub rooj sib tham hauv kev lag luam ntawm kev qhuab qhia ntau lawm nyob rau lub lim tiam dhau los. Zuag qhia tag nrho, cov neeg siv kawg tseem ceev faj, tab sis cov khoom siv - qhov kev thov sib npaug yog txhim kho ntawm cov npoo.
Export Perspective rau cov neeg yuav khoom
Tuam Tshoj tseem yog lub ntiaj teb loj tshaj plaws silicon hlau tsim thiab xa tawm. Cov ntaub ntawv kev lis kev cai qhia txog kev xa tawm ntawm 436,000 MT hauv thawj xya lub hlis xyoo 2026, nce 5% xyoo-rau- xyoo, nrog Nyiv, Is Nrias teb thiab Kaus Lim Qab Teb yog cov chaw sab saum toj. Export FOB Tuam Tshoj quotes nyob ib ncig ntawmUSD 1,220–1,275 / MTrau 553#/441# thaum lub Cuaj Hli Ntuj. Rau cov neeg yuav khoom thoob ntiaj teb, cov nqi tam sim no yog qhov txaus nyiam rau kev kaw cov khoom ntim peb lub hlis twg nrog cov neeg tsim khoom pov thawj ua ntej qhov xwm txheej yuav nruj ntxiv.
Outlook
Nrog cov nqi ruaj khov, kev txiav cov khoom xa tawm thiab kev thov kom ruaj khov ntawm cov npoo, peb cia siab tias cov nqi hlau silicon yuav tuav lossis ntug siab dua nyob rau lub asthiv tom ntej, nrog rau qib RMB 9,000 / MT ua qhov tseem ceeb tiv thaiv. Ib qho kev txav mus los saum toj no nws yuav xav tau kev thov kom rov qab los ntawm cov saw hlau photovoltaic.
Rau qib specifications, qhov ntau thiab tsawg thiab hais tam sim no, mus saib pebsilicon hlau khoom page, los yog piv nrogferro siliconyog tias koj daim ntawv thov yog steelmaking.Tiv tauj pebrau hnub no tus nqi thiab muaj.
