Iav Raw Materials Kev Lag Luam hauv 2025: Nqe Divergence Thiab Supply Chain Restructuring

Raws li kev lag luam iav thoob ntiaj teb tau nce mus rau xyoo- kawg ntawm 2025, nws cov khoom lag luam raw khoom nthuav tawm cov duab ntawm kev sib txawv me ntsis. Thaum siab -purity quartz xuab zeb raug kev txom nyem los ntawm kev xav tau tsis muaj zog nyob rau hauv cov khoom muag destocking, zoo tib yam quartz xuab zeb tswj kev ruaj ntseg, thiab cov saw hlau hloov kho uas tau tsav los ntawm kev lag luam restructuring yog reshaping kev lag luam toj roob hauv pes.

I. Quartz xuab zeb: Cov khoom siv tseem ceeb nrog kev ua tau zoo Polarized

Quartz xuab zeb, suav txog ntau dua 70% ntawm cov nqi tsim khoom iav, tau dhau los ua ntu saib tshaj plaws hauv xyoo 2025. Kev ua lag luam qhia pom qhov pom tseeb ntawm qhov siab -purity thiab zoo tib yam ntau yam:

Siab -purity quartz xuab zeb nyob rau hauv downturn: plagued los ntawm kev lag luam PV sluggish thiab txo cov khoom muag tsis tu ncua, kev thov rau quartz crucible - qib xuab zeb tseem nyob. Raws li ntawm nruab nrab{{2}Lub Kaum Ob Hlis, sab nrauv- txheej xuab zeb rau crucibles yog tus nqi ntawm 14,000-20,000 RMB/ton, nruab nrab- txheej xuab zeb ntawm 22,000-25,000 RMB/ton, thiab 0040 inner-layer, xuab zeb RMB/ton. Imported xuab zeb, daig nyob rau hauv ib tug stalemate ntawm lwm tus neeg thiab buyers, hovers nyob ib ncig ntawm 70,000-80,000 RMB / tuj. Synthetic quartz xuab zeb, ib zaug hailed raws li ib tug breakthrough, pom kev sib xyaw ua ke-Hongyang Quartz thiab Wuxi Guangwei thov ntau lawm, thaum cov players zoo li Quartz Co., Ltd. tseem nyob rau hauv cov theem pilot.

Ordinary quartz xuab zeb ruaj khov: Refined quartz xuab zeb nyob ruaj khov ntawm 290-450 RMB / tuj, txhawb nqa los ntawm kev thov ruaj khov los ntawm kev tsim kho iav. Txawm li cas los xij, phaj iav xuab zeb thiab PV iav xuab zeb lub ntsej muag mounting siab raws li kev lag luam PV slump ripples los ntawm cov saw.

Qhov no polarization tau ua rau kev lag luam hloov pauv. Cov lag luam me tab tom tawm hauv kev ua lag luam-Samsung New Material thiab Huilv Ecology tau muag tawm cov khoom muaj nqis quartz, thaum Zhongqi Cov Khoom Tshiab tau ncua nws qhov siab -purity quartz xuab zeb project. Hauv qhov sib piv, cov loj loj suav nrog Quartz Co., Ltd. thiab Guangdong Silicon Group tau ua kom muaj peev xwm nthuav dav, qhia txog kev hloov pauv mus rau qhov siab.

II. Cov Khoom Siv Ntxiv: Cov Khoom Siv Risks Lurk Qab Stability

Lwm cov ntaub ntawv tseem ceeb qhia txog kev ruaj ntseg tab sis ntsib kev tsis txaus ntseeg ntawm qhov tsis paub tseeb:

Dej qab zib: Raws li tus neeg sawv cev flux, nws cov nqi hauv tsev tseem nyob tiaj tus vim muaj cov khoom sib npaug, tab sis cov nqi ntshuam tau nce los ntawm cov khoom siv thoob ntiaj teb nruj. Cov neeg tsim khoom hauv Suav teb, koom nrog 60% ntawm cov khoom tsim tawm thoob ntiaj teb, tau ceev faj txog kev nthuav dav vim yog kev cai ib puag ncig.

Borax: Qhov tseem ceeb rau siab -kawg hluav taws xob iav, nws tus nqi nyob twj ywm siab ntawm 12,000-14,000 RMB/ton. Kev kaw ib puag ncig hauv thaj chaw mining loj tau yooj yim, tab sis cov khoom lag luam rov qab poob qis dua qhov kev thov loj hlob los ntawm cov khoom siv semiconductor.

Cov ntawv ceeb toom kev lag luam ceeb toom tias cov khoom siv no ntsib kev cuam tshuam cov saw hlau. Cov2025-2030 iav Raw Material Supply Chain Studysau tseg tias geopolitical tensions thiab huab cua huab cua yuav cuam tshuam cov khoom ntawm soda tshauv thiab limestone, uas yog concentrated nyob rau hauv 5-6 loj tsim lub teb chaws nyob rau hauv lub ntiaj teb no.

III. Kev Lag Luam Tsav Tsheb thiab Yav Tom Ntej Outlook

Kev ua lag luam 2025 yog zoo li los ntawm peb yam tseem ceeb:

Txoj cai txhawb nqa: Tuam Tshoj qhov kev faib tawm ntawm high-purity quartz ore raws li 174th tshiab cov ntxhia hom tau txhawb kev lag luam kev ntseeg siab rau ntev - lub sij hawm kev loj hlob, txawm tias luv luv - lub sij hawm thov tseem muted.

Xav tau kev kho dua tshiab: Thaum PV iav thov tsis muaj zog, kev loj hlob tshiab tuaj. Cov iav ntse rau cov tsev thiab cov iav hluav taws xob rau lub zog tshiab tsheb yog tsav kev thov rau siab - cov ntaub ntawv ua tau zoo- los ntawm 2030, cov ntu no tau kwv yees los tuav 45% ntawm qhov siab -purity quartz xuab zeb ua lag luam.

Supply chain resilience: Cov tuam txhab lag luam tab tom siv ob lub tswv yim- sib txawv ntawm cov neeg muag khoom kom txo tau kev cia siab ntawm cov xuab zeb quartz tuaj txawv teb chaws, thiab nqis peev hauv kev siv thev naus laus zis. Lub koom haum International Energy tau kwv yees tias cov iav siv dua tshiab tuaj yeem hloov 20% ntawm nkauj xwb quartz xuab zeb los ntawm 2028, txo cov khoom sib txawv.

Saib ua ntej rau xyoo 2026, cov kws tshuaj ntsuam xyuas los ntawm Powder Technology Network cia siab tias siab -purity quartz xuab zeb nqi yuav qis dua hauv Q2 raws li PV kev lag luam cov khoom lag luam tig mus. Meanwhile, lubNtiaj teb no iav kev lag luam Outlook 2030kwv yees tias cov nqi raw khoom yuav suav txog 65% ntawm cov nqi tsim khoom iav, hais kom cov tuam txhab lag luam saib xyuas kev tsim kho thev naus laus zis thiab kev faib khoom sib txawv.