Emva kwemarike yeenkomo enkulu ngo-2021, le ndlela yokunyuka yaqhubeka de kwaba ngu-2022. Yayikwindlela yokunyuka ngakunye kwaye ikwimeko yozinzo oluphezulu kangangeenyanga ezili-11. Ngasekupheleni kuka-2022, indlela yokuthengisa iinkomo ze-polysilicon yabonakala itshintsha, yaza ekugqibeleni yaphela nge-37.31%.
Ikhula ngokuqhubekayo inye kangangeenyanga ezili-11
Imarike ye-polysilicon ngo-2022 inyuke ngama-67.61% kwiinyanga ezili-11 zokuqala. Xa sijonga emva kwindlela eqhuba ngayo imarike yonyaka, inokwahlulwahlulwa ibe ngamanqanaba amathathu. Kwiinyanga ezisibhozo zokuqala, yayikwinqanaba elinye. Yahlala iphezulu ngoSeptemba ukuya kuNovemba, kwaye ngoDisemba, yalungiswa ngokukhawuleza.
Inqanaba lokuqala yayiziinyanga zokuqala ezisibhozo zowama-2022. Imarike ye-polysilicon inohambo olukhulu oluhamba ecaleni, ixesha eliyi-67.8%. Ekuqaleni kowama-2022, imarike ye-polysilicon yayichuma kakhulu emva kwexabiso eliphakathi le-176,000 yuan (ixabiso leetoni, elifana nelingezantsi). Ekupheleni kuka-Agasti, ixabiso eliphakathi lalifikelele kwi-295,300 yuan, kwaye abavelisi ngabanye bacaphule ngaphezulu kwe-300,000 yuan. Ngeli xesha, ukusebenza ngokubanzi kwekhonkco leshishini le-photovoltaic kwakuqinile, kwaye izinga lokusebenza kweshishini eliphambili le-silicon silicon elisezantsi kwi-silicon esezantsi laqhubeka nokunyuka, kwaye inzuzo yemarike yesiphelo yayinkulu. Kwangaxeshanye, ngenxa yexabiso eliphezulu lezinto ze-silicon ezingenisiweyo, amandla amatsha emveliso yomphezulu wobonelelo obekwe phezulu awalunganga njengoko bekulindelwe. Abavelisi ngabanye bagcinwa kulondolozo olwahlukileyo, kwaye unikezelo lwe-polycrystalline silicon aluvumelekanga ukuba luqhubeke lunyuka.
Isigaba sesibini besiqala ngoSeptemba ukuya kuNovemba ka-2022. Ngeli xesha, imakethi ye-polysilicon yayizinzile kakhulu, kwaye ixabiso eliqhelekileyo ligcinwe limalunga ne-295,000 yuan, kwaye umjikelo wehla kancinci nge-0.11%. NgoSeptemba, imveliso yabavelisi be-polysilicon yayisebenza, izinga lokusebenza landa kakhulu, kwaye amashishini okugcina aqala ukusebenza emva kwelinye, unikezelo lwanda kakhulu, kwaye lwacinezela imakethi. Nangona kunjalo, iziseko zobonelelo kunye nemfuno ye-polycrystalline silicon zisagcina ulungelelwano oluqinileyo, kwaye ixabiso lisaqinile, kwaye lihlala liphezulu.
Inqanaba lesithathu lalingoDisemba ka-2022. Imarike ye-polysilicon yakhawuleza yabuya kwinqanaba eliphezulu le-295,000 yuan ekuqaleni kwenyanga, kunye nokwehla kwenyanga kwe-18.08%. Olu nciphiso luphantsi lubangelwa ikakhulu lizinga eliphezulu lokusebenza kweshishini le-polysilicon. Abavelisi abakhulu abaphambili baqala umgca wonke. Ubonelelo lusakhula xa kuthelekiswa noNovemba ka-2022, kwaye isantya sokuthunyelwa kwamashishini siye sehla. Ngokuphathelele imfuno, ukwehla kobusika kubonisa ubuthathaka, ixabiso lee-silicon wafers liphantsi, kwaye imarike yesiphelo nayo yehlile ngaxeshanye. Ukusukela ngoDisemba 30, 2022, ixabiso eliphakathi lemarike ye-polysilicon lilungisiwe laya kwi-241,700 yuan, lehle nge-18.7% ukusuka kunyaka ophezulu we-297,300 yuan ekupheleni kukaSeptemba.
Ukuqhuba ngenkani yonke indlela
Kuyo yonke imakethi yonyaka ye-polysilicon ngo-2022, uMhlalutyi weFutures waseGuangfa uJi Yuanfei ukholelwa ukuba ngo-2022, ngenxa yemfuno enamandla yokufakelwa kwe-photovoltaic, imakethi ye-polysilicon ibisoloko inqongophele, nto leyo ekhokelele ekunyukeni kwamaxabiso.
UWang Yanqing, umhlalutyi kwiCITIC Futures Futures Industrial Products, naye unembono efanayo. Uthe imakethi ye-photovoltaic yeyona ndawo ibalulekileyo yokusebenzisa i-polysilicon. Njengoko ishishini le-photovoltaic lingene ngokupheleleyo kwixesha lokufikelela kwi-intanethi ngexabiso eliphantsi ngo-2021, umjikelo wempumelelo wavuleka kwakhona.
Ngokwedatha evela kwi-National Energy Administration, ngo-2021, inani lokufakelwa kwe-photovoltaic entsha yayiyi-54.88GW, yaba ngunyaka omkhulu wonyaka; ngo-2022, ukuchuma okuphezulu kweshishini le-photovoltaic lasekhaya kwaqhubeka. Umthamo wokufakelwa konyaka wonyaka wokwanda konyaka wawuphezulu ukuya kwi-105.83% ngonyaka, nto leyo ebonisa ukuqhambuka okukhulu kwemfuno yesiphelo.
Ngeli xesha, ngenxa yomlilo ongalindelekanga kwizixhobo zesilicon eXinjiang kunye namava eSichuan "edolophu enzima" eSichuan ekuvelisweni kwezinto zesilicon, uxinzelelo lwemarike yepolysilicon lwanda kwaye lwakhuthaza ukunyuka kwamaxabiso.
Incopho yokunyuka kwamandla emveliso iyavela
Nangona kunjalo, ngoDisemba ka-2022, imakethi ye-polysilicon “itshintshe isitayile”, kwaye itshintshe ukusuka kwinkqubela phambili ekhawulezileyo yeGao Ge ukuya ekuweni, kwaye kwaneshishini elikwishishini ligqibe kwelokuba “i-avalanche” yemakethi ye-polysilicon ayinasiphelo.
“Ekuqaleni kowama-2022, amandla amatsha okuvelisa i-polysilicon akhululwa omnye emva komnye. Kwangaxeshanye, phantsi kwenzuzo ephezulu, abadlali abaninzi abatsha bangenela umdlalo baza bandisa abadlali abadala, kwaye amandla okuvelisa asekhaya aqhubeka nokwanda.” UWang Yanqing uthe ngenxa yokuba amandla amatsha okuvelisa agxininiswe kakhulu kwikota yesine, imveliso inyuke kakhulu, nto leyo ebangele ukuba imarike ye-polysilicon inyuke kakhulu.
Ukususela ngo-2021, iqhutywa ziimfuno zomatshini wokufakela i-terminal optical, kwaye amandla e-polysilicon asekhaya e-polysilicon aqalile ukukhawulezisa ukwakhiwa. Ngo-2022, izinto ezinje ngokuphucula ukuchuma kweli shishini, imfuno enamandla esezantsi, kunye nenzuzo yemveliso etyebileyo zitsalwe yimali eninzi kwishishini le-polysilicon, kwaye ukwakhiwa kweeprojekthi ezintsha kwaqaliswa ngokulandelelana, kwaye amandla emveliso aqhubeka nokwanda.
Ngokwezibalo ezivela kwiBaichuan Yingfu, ukusukela ngoNovemba ka-2022, umthamo we-polycrystalline silicon yasekhaya ufikelele kwi-1.165 yezigidi zeetoni, ukwanda kwe-60.53% ekuqaleni konyaka. , I-GCL Shan iitoni ezili-100,000 ngonyaka I-granules silicon kunye ne-Tongwei Insurance Phase II iitoni ezingama-50,000 ngonyaka.
NgoDisemba ka-2022, inani elikhulu lemveliso entsha ye-polysilicon lafikelela kancinci kwimveliso yalo. Kwangaxeshanye, ukunikezelwa kwezabelo eXinjiang kwaqala ukusasazeka. Ukunikezelwa kweemarike ze-polysilicon kwanda kakhulu, kwaye imeko yoxinzelelo oluncinci lokunikezelwa kwempahla kunye nemfuno yancipha ngokukhawuleza.
Icala lokubonelela nge-polycrystalline silicon landa kakhulu, kodwa imfuno esezantsi yehla. Ukusukela oko kwagqitywa amalungiselelo athile esitokhwe ekupheleni kukaNovemba 2022, umthamo wokuthenga uqalile ukwehla kakhulu. Ukongeza, imfuno ebuthathaka ekupheleni konyaka ikwabangele ukuba uthotho lweshishini le-photovoltaic lube ngamanqanaba ahlukeneyo okugcina, kwaye ubuninzi beziqwenga ze-silicon bucace gca. Amashishini amaninzi aphambili aqokelele inani elikhulu le-silicon wafers. Ngokuqokelelwa kwe-inventory, ukuthengwa kwezinto ezikrwada kwiinkampani zefilimu ze-silicon nako kuqhubekile nokwehla, nto leyo ebangele ukwehla kwamaxabiso e-polysilicon. Kwinyanga enye nje, yehla nge-53,300 yuan, eyaphazanyiswa iinyanga ezili-11.
Ngamafutshane, imakethi ye-polysilicon ngo-2022 igcine imakethi yeenkomo yeenyanga ezili-11. Nangona ngoDisemba, ngenxa yomthamo oqokelelweyo womthamo omtsha wemveliso, unikezelo lwemakethi lwanda, icala lemfuno yayikukudinwa. Ukunyuka kwe-37.31% yindawo yesixhenxe kuluhlu lwenzuzo yeemveliso zeekhemikhali.
Ixesha lokuthumela: Feb-02-2023