Ukulandela ubungakanani bemalike yenkomo ngo-2021, ukunyuka kwaqhubeka kude kube ngu-2022.Ngasekupheleni kuka-2022, indlela yokuthengisa i-polysilicon yavela kwindawo yokuguquka, kwaye ekugqibeleni yaphela kwi-37.31% yokunyuka.
Ukunyuka ngokuqhubekayo unilaterally kwiinyanga ezili-11
Imarike yepolysilicon ngo-2022 yenyuka nge-67.61% kwiinyanga ezili-11 zokuqala.Xa ujonga emva kwindlela yemarike yonyaka, inokwahlulwa ngokwezigaba ezintathu.Kwiinyanga ezisibhozo zokuqala, yayikwinqanaba elinye.Yahlala iphezulu ngoSeptemba ukuya kuNovemba, kwaye ngoDisemba, yahlengahlengiswa ngokukhawuleza.
Inqanaba lokuqala laliyinyanga ezisibhozo zokuqala ze-2022. Imarike ye-polysilicon inohambo olukhulu lwe-unilateral, kunye nexesha le-67.8%.Ekuqaleni kuka-2022, imakethi ye-polysilicon yayikhula yonke indlela emva kwexabiso eliphakathi kwe-176,000 ye-yuan (ixabiso letoni, elifanayo ngezantsi).Ekupheleni kuka-Agasti, ixabiso le-avareji liye lafikelela kwi-295,300 yuan, kwaye abavelisi ngabanye bacaphule ngaphezu kwe-300,000 ye-yuan.Ngeli xesha, ukusebenza kukonke kwetsheyini yoshishino lwe-photovoltaic yomelele, kwaye isantya sokusebenza soshishino lwesilicon esezantsi kumsinga ophambili wesilicon saqhubeka sikhula, kwaye inzuzo yemarike yesiphelo yayinkulu.Kwangaxeshanye, ngenxa yexabiso eliphezulu lezinto zesilicon ezingeniswa kumazwe angaphandle, amandla amatsha okuvelisa indawo yonikezelo ayilungile njengoko kulindelekile.Abavelisi ngabanye bagcinwa kwisondlo esahlukileyo, kwaye ukunikezelwa kwe-polycrystalline silicon akuvumelekanga ukuqhubeka nokunyuka.
Isigaba sesibini sasivela ngoSeptemba ukuya kuNovemba 2022. Ngeli xesha, imarike yepolysilicon yayizinzile, kwaye ixabiso eliqhelekileyo ligcinwe malunga ne-295,000 yuan, kwaye umjikelo wehla kancane nge-0.11%.NgoSeptemba, ukuveliswa kwabavelisi be-polysilicon kwakusebenza, izinga lokusebenza landa kakhulu, kwaye amashishini okulondoloza aphinde aqalise ukusebenza emva komnye, ukunikezelwa kwanda kakhulu, kwaye kwacinezela imarike.Nangona kunjalo, iziseko zobonelelo lwe-polycrystalline silicon kunye nemfuno zisagcina ibhalansi eqinile, kwaye ixabiso lisenamandla, kwaye lihlala liphezulu.
Inqanaba lesithathu lalingoDisemba 2022. Imarike yepolysilicon yabuya ngokukhawuleza kwinqanaba eliphezulu le-yuan ye-295,000 ekuqaleni kwenyanga, ngokuncipha kwenyanga kwe-18.08%.Oku kuncitshiswa kuphantsi kakhulu kungenxa yezinga eliphezulu lokusebenza kwishishini lepolysilicon.Abavelisi abakhulu abakhulu baqala umgca wonke.Ubonelelo lusenyukile xa kuthelekiswa noNovemba ka-2022, kwaye isantya sothutho lwamashishini sehlile.Ngokwemfuno, ezantsi ebusika kubonisa ubuthathaka, ixabiso le-silicon wafers liphantsi, kwaye imarike ye-terminal nayo yehlile ngaxeshanye.Ukusukela nge-30 kaDisemba, 2022, ixabiso lemarike lepolysilicon eliphakathi lilungiswe laya kutsho kwi-241,700 yuan, phantsi nge-18.7% ukusuka kunyaka ophezulu we-297,300 yuan ekupheleni kukaSeptemba.
Ukufuna ukuqhuba yonke indlela
Kuyo yonke imarike yonyaka ye-polysilicon ngo-2022, uMhlalutyi we-Guangfa Futures uJi Yuanfei ukholelwa ukuba ngo-2022, ngenxa yesidingo esinamandla sofakelo lwe-photovoltaic, imakethi yepolysilicon ibisoloko inqongophele, nto leyo ekhokelele ekunyukeni kwamaxabiso.
Wang Yanqing, umhlalutyi kwi-CITIC Futures Futures Industrial Products, naye unombono ofanayo.Wathi imarike ye-photovoltaic yeyona ndawo ibalulekileyo yokusetyenziswa kwe-terminal ye-polysilicon.Njengoko imboni ye-photovoltaic ingene ngokupheleleyo kwixesha lokufikelela kwi-Intanethi ngexabiso eliphantsi ngo-2021, umjikelo wempumelelo waphinda wavulwa.
Ngokutsho kwedatha evela kuLawulo lwaMandla kaZwelonke, kwi-2021, inani lofakelo olutsha lwe-photovoltaic lwaluyi-54.88GW, ibe ngumnyaka omkhulu wonyaka;in 2022, yasekhaya photovoltaic ukuchuma eliphezulu waqhubeka.Umthamo wofakelo wonyaka wonyaka wonyuso wonyaka ube phezulu ukuya kutsho kwi-105.83% ngonyaka, ebonisa ukuqhambuka okukhulu kwemfuno yesiphelo.
Ngeli xesha, ukuchatshazelwa ngumlilo ongalindelekanga kwizinto ze-silicon e-Xinjiang kunye "nedolophu enzima" yamava eSichuan eSichuan ekuveliseni izinto ze-silicon, ukuxinana kwemarike yepolysilicon kwanda kwaye kwakhuthaza ukunyuka kwamaxabiso.
Indawo yokuguquguquka kwamandla emveliso iyavela
Nangona kunjalo, ngoDisemba ka-2022, imakethi yepolysilicon "itshintshile isitayile", kwaye itshintshile ukusuka kwinkqubela phambili ekhawulezileyo yeGao Ge ukuya ekuweni, kwaye neshishini kwishishini lagqiba ukuba "i-avalanche" yemarike yepolysilicon ayinasiphelo.
“Ekuqaleni kuka-2022, amandla amatsha emveliso yepolysilicon yakhululwa enye emva kwenye.Kwangelo xesha, phantsi kwengeniso ephezulu, abadlali abaninzi abatsha bangene kumdlalo kwaye bandisa abadlali abadala, kwaye amandla emveliso yasekhaya aqhubeka nokukhula. "U-Wang Yanqing uthe ngenxa yokuba amandla okuvelisa amatsha agxininiswe kakhulu kwikota yesine, Imveliso iye yanda kakhulu, okubangelwa i-inflection point ye-polysilicon market.
Ukusukela ngo-2021, iqhutywa ziimfuno zomatshini wokufakelwa kwe-terminal optical, kwaye umthamo wasekhaya wepolysilicon yepolysilicon uqalise ukukhawulezisa ukwakhiwa.Ngo-2022, izinto ezinje ngokuphuculwa kokuchuma kweshishini, imfuno emandla esezantsi, kunye neengeniso ezityebileyo zemveliso zatsalwa isixa esikhulu semali kushishino lwepolysilicon, kwaye ukwakhiwa kweeprojekthi ezintsha kwaqaliswa ngokulandelelanayo, kunye nomthamo wemveliso uqhubekeka. ukwenyusa.
Ngokwezibalo ezivela kwi-Baichuan Yingfu, ukususela ngoNovemba ka-2022, umthamo wasekhaya we-polycrystalline silicon ufikelele kwi-1.165 yezigidi zeetoni, ukwanda kwe-60.53% ekuqaleni konyaka., GCL Shan 100,000 iitoni / ngonyaka Granules silicon kunye Tongwei Insurance Phase II 50,000 iitoni / ngonyaka.
NgoDisemba ka-2022, inani elikhulu lepolysilicon entsha yesakhono sokuvelisa ngokuthe ngcembe yafikelela kwimveliso yayo.Kwangelo xesha, unikezelo lwesitokhwe eXinjiang lwaqala ukujikeleza.Ukubonelelwa kweemarike zepolysilicon kwanda kakhulu, kwaye imeko yobonelelo oluqinileyo kunye noxinzelelo lwemfuno yakhululeka ngokukhawuleza.
Icala lokubonelela le-silicon ye-polycrystalline liye landa kakhulu, kodwa imfuno esezantsi yehla.Ukusukela ekugqityweni kwamalungiselelo athile esitokhwe ekupheleni kukaNovemba ka-2022, umthamo wokuthenga uqalise ukuhla kakhulu.Ukongeza, imfuno ebuthathaka ekupheleni konyaka iphinde yabangela ukuba ikhonkco loshishino lwe-photovoltaic libe ngamanqanaba ahlukeneyo okugcina, kwaye ukugqithisa kweziqwenga ze-silicon kwacaca ngakumbi.Amashishini amaninzi aphambili aqokelele inani elikhulu le-silicon wafers.Ngokuqokelelwa kwe-inventri, ukuthengwa kwemathiriyeli ekrwada kwiinkampani zefilimu ye-silicon kuye kwaqhubeka nokuhla, okubangele ukuhla kwamaxabiso e-polysilicon.Kwinyanga nje enye, yehla ngeeyuan ezingama-53,300, eyaphazamiseka kangangeenyanga ezili-11.
Ngamafutshane, imakethi yepolysilicon ngo-2022 yagcina intengiso yeenkomo zeenyanga ezili-11.Nangona ngoDisemba, ngenxa yomthamo ogxininisiweyo wesakhono esitsha semveliso, unikezelo lwemarike lwanda, i-stack yecala lemfuno yayikudinwa.Ukunyuka kwe-37.31% yindawo yesixhenxe kuluhlu lweemveliso zemichiza.
Ixesha lokuposa: Feb-02-2023