Whai muri i te mākete kau roa i te tau 2021, i haere tonu te ia pikinga tae noa ki te tau 2022. I roto i te āhua kotahi-taha me te pumau teitei mō ngā marama 11. Tata ki te mutunga o te tau 2022, ka puta te ia o te mākete polysilicon ki tētahi wā hurihanga, ā, i te mutunga ka mutu ki te pikinga 37.31%.
Te piki haere tonu i te taha kotahi mō ngā marama 11
I te tau 2022, i piki ake te mākete polysilicon mā te 67.61% i roto i ngā marama tuatahi 11. Ki te titiro whakamuri ki te ia o te mākete o te tau, ka taea te wehewehe kia toru ngā wāhanga. I ngā marama tuatahi e waru, i piki ake i te taha kotahi. I noho teitei tonu i te marama o Hepetema ki Noema, ā, i te marama o Tīhema, i tino whakatikatikaina.
Ko te wāhanga tuatahi ko ngā marama tuatahi e waru o te tau 2022. He nui te pikinga o te mākete polysilicon, he 67.8% te roa. I te tīmatanga o te tau 2022, i tino puāwai te mākete polysilicon i muri i te utu toharite o te 176,000 yuan (te utu tana, koia anō kei raro nei). I te mutunga o Ākuhata, kua pā te utu toharite ki te 295,300 yuan, ā, neke atu i te 300,000 yuan te nui o ngā kōrero a ngā kaihanga takitahi. I tēnei wā, he kaha te mahi whānui o te mekameka ahumahi photovoltaic, ā, i piki haere tonu te tere whakahaere o te umanga silicon silicon matua i raro i te silicon matua i raro, ā, he nui te hua o te mākete terminal. I taua wā anō, nā te utu nui o ngā rauemi silicon kawemai, kāore te kaha whakaputa hou o te mata tuku i runga ake i te pai e tumanakohia ana. Ka tiakina ngā kaihanga takitahi i roto i te tiaki motuhake, ā, kāore e whakaaetia kia piki tonu te tuku o te silicon polycrystalline.
Ko te wāhanga tuarua i ahu mai i te marama o Hepetema ki Noema 2022. I roto i taua wā, he tino pumau te mākete polysilicon, ā, i mau tonu te utu toharite ki te 295,000 yuan, ā, i heke paku te huringa mā te 0.11%. I te marama o Hepetema, i kaha te hanga o ngā kaihanga polysilicon, i piki ake te tere mahi, ā, i tīmata anō ngā mahi a ngā umanga tiaki tetahi i muri i tetahi, i piki ake te tuku, ā, i pehia te mākete. Heoi, kei te mau tonu te taurite o ngā kaupapa matua o te tuku me te tono o te polycrystalline silicon, ā, kei te kaha tonu te utu, ā, kei te teitei tonu.
Ko te wāhanga tuatoru i te marama o Tīhema 2022. I tere te ora ake o te mākete polysilicon mai i te taumata teitei o te 295,000 yuan i te tīmatanga o te marama, me te hekenga o ia marama o te 18.08%. Ko te nuinga o tēnei hekenga iti rawa nā te tere whakahaere teitei o te umanga polysilicon. Ko ngā kaihanga nui matua te tīmatanga o te raina katoa. Kei te piki tonu te tuku i whakaritea ki Noema 2022, ā, kua puhoi te tere o te tuku o ngā umanga. Mō te tono, e whakaatu ana te hekenga o te takurua i te ngoikore, he iti ake te utu o ngā wafer silicon, ā, kua heke anō hoki te mākete terminal i te wā kotahi. I te 30 o Tīhema 2022, i whakatikahia te utu toharite o te mākete polysilicon ki te 241,700 yuan, he hekenga 18.7% mai i te taumata teitei o te tau o te 297,300 yuan i te mutunga o Hepetema.
Te akiaki i te huarahi katoa
I roto i te mākete ā-tau o te polysilicon i te tau 2022, e whakapono ana te Kaitātari Ā-mua o Guangfa, a Ji Yuanfei, i te tau 2022, nā te kaha o te tono mō ngā tāutanga photovoltaic, he iti tonu te mākete polysilicon, ā, kua piki ake ngā utu.
Ko Wang Yanqing, he kaitātari i CITIC Futures Futures Industrial Products, kei a ia anō te tirohanga kotahi. I kī ia ko te mākete photovoltaic te mara whakamahinga whakamutunga tino nui o te polysilicon. I te urunga katoa o te umanga photovoltaic ki te wā o te urunga Ipurangi iti i te tau 2021, ka tuwhera anō te huringa whai rawa.
E ai ki ngā raraunga mai i te Whakahaere Pūngao ā-Motu, i te tau 2021, ko te maha o ngā tāutanga photovoltaic hou he 54.88GW, koinei te tau nui rawa atu o te tau; i te tau 2022, i haere tonu te nui o te hua o te umanga photovoltaic ā-rohe. Ko te pikinga o te rahinga tāutanga ā-tau o ia tau i eke ki te 105.83% ia tau, e whakaatu ana i te pakarutanga nui o te tono mō ngā teihana hiko.
I tēnei wā, i pāngia e te ahi ohorere i roto i tētahi rauemi silicon i Xinjiang me te wheako "tāone taumaha" o Sichuan i roto i te hanga rauemi silicon, ka piki ake te taumahatanga o te mākete polysilicon, ā, ka piki ake anō te pikinga o ngā utu.
Kei te puta te pūwāhi hurihuri o te kaha whakaputa
Heoi, i te Hakihea 2022, kua "huri te momo" o te mākete polysilicon, ā, kua neke atu i te tere o te ahunga whakamua a Gao Ge ki te hinganga, ā, tae noa ki te umanga i roto i te umanga i whakatau he mutunga kore te "horonga" o te mākete polysilicon.
"I te tīmatanga o te tau 2022, i tukuna te kaha whakaputa hou o te polysilicon tetahi i muri i tetahi. I taua wā anō, i raro i te hua nui, he maha ngā kaitākaro hou i uru mai ki te kēmu, ā, i whakawhānui ake i ngā kaitākaro tawhito, ā, i piki haere tonu te kaha whakaputa ā-rohe." I kī a Wang Yanqing nā te mea ko te kaha whakaputa hou e aro nui ana ki te hauwhā tuawhā, kua tino piki ake te putanga, ā, ka hua ake te pūwāhi hurihuri o te mākete polysilicon.
Mai i te tau 2021, e akiakihia ana e ngā hiahia o te mīhini tāuta whatu pito, ā, kua tīmata te kaha o te polysilicon ā-rohe o te polysilicon ki te whakateretere i te hanganga. I te tau 2022, ko ngā āhuatanga pēnei i te whakapainga o te angitu o te umanga, te kaha o te tono i raro iho, me te nui o ngā hua whakaputa i kukume mai i te nui o te pūtea i roto i te umanga polysilicon, ā, i tīmata haere tonu te hanganga o ngā kaupapa hou, ā, i piki haere tonu te kaha whakaputa.
E ai ki ngā tatauranga mai i Baichuan Yingfu, tae noa ki Noema 2022, kua eke te kaha o te silicon polycrystalline ā-rohe ki te 1.165 miriona tana, he pikinga 60.53% mai i te tīmatanga o te tau. , GCL Shan 100,000 tana/tau Granules silicon me Tongwei Insurance Phase II 50,000 tana/tau.
I te marama o Tīhema 2022, i tae mārire te maha o ngā kaha whakaputa hou o te polysilicon ki tōna taumata whakaputa. I taua wā anō, ka tīmata te horapa o ngā taonga ki Xinjiang. I tino piki ake te tuku o ngā mākete polysilicon, ā, i tere te memeha o te āhua o te iti o te tuku me te tono.
I tino piki ake te taha tuku o te silicon polycrystalline, engari i heke te tono i raro iho. Mai i te otinga o ētahi whakaritenga taonga i te mutunga o Noema 2022, kua tīmata te heke nui o te rahinga hoko. Hei tāpiri, ko te ngoikore o te tono i te mutunga o te tau i meinga ai te mekameka ahumahi photovoltaic ki ngā taumata rokiroki rerekē, ā, i tino kitea te nui o ngā wahi silicon. He maha ngā umanga matua i kohia he maha o ngā taonga wafer silicon. I te kohi o ngā taonga, kua heke tonu te hoko rauemi mata mō ngā kamupene kiriata silicon, ā, i heke iho ngā utu polysilicon. I roto noa i te kotahi marama, i heke ki te 53,300 yuan, i whakamutua mō te 11 marama.
Hei whakarāpopototanga, i te tau 2022, i mau tonu te mākete kau mō ngā marama 11. Ahakoa i te marama o Tīhema, nā te kaha nui o te kaha whakaputa hou, i piki ake te tuku o te mākete, i ngenge te puranga o te taha tono. Ko te pikinga o te 37.31% ko te tuawhitu o ngā tūranga i roto i te rārangi pikinga o ngā hua matū.
Te wā tuku: Hui-tanguru-02-2023