Ukulandela imakethe yenkomo ende ngo-2021, inkambiso ekhuphukayo yaqhubeka kuze kube ngu-2022. Bekukugibela ophikisana nobumbano kanye nesimo sokuqina esiphakeme izinyanga eziyi-11. Eduze kwasekupheleni kuka-2022, umkhuba wemakethe yePolysilicon uvele endaweni yokuguqula, futhi ekugcineni waphela ekwandeni kuka-37,31%.
Ngokuqhubekayo kukhuphuka unilaterally izinyanga eziyi-11
Imakethe yePorysilicon ngo-2022 rose 67.61% ezinyangeni eziyi-11 zokuqala. Uma ngibheka emuva emcimbini wemakethe wonyaka, kungahlukaniswa ngezigaba ezintathu. Ezinyangeni zokuqala eziyisishiyagalombili, kwakusekukhuphukeni okungagakubili. Kwahlala kuphezulu ngoSepthemba kuya ku-Novemba, kwathi ngoDisemba, kwalungiswa kakhulu.
Isigaba sokuqala sasiyizinyanga eziyisishiyagalombili zokuqala ezingama-2022. Imakethe yePolysilicon inokugibela okukhulu kwe-Unilateral, nesikhathi esingu-67.8%. Ekuqaleni kuka-2022, imakethe yePolysilicon yayikhulisa yonke indlela ngemuva kwentengo ephakathi ye-176,000 Yuan (intengo yamathoni, okufanayo ngezansi). Ekupheleni kuka-Agasti, intengo ephakathi yathinteke yaba ngu-295 300 yuan, futhi abakhiqizi abathile abacashunwe ku-300,000 yuan. Ngalesi sikhathi, ukuwenza okuphelele kwe-Photovoltaic Imboni Chain bekuqinile, kanye nezinga elisebenzayo lomkhakha we-Silicon Silicon Main ku-Main Down Silicon aqhubeke nokukhula, futhi inzuzo yemakethe yokugcina yayicatshangelwa. Ngasikhathi sinye, ngenxa yentengo ephezulu yezinto zokwenziwa ezingenisiwe ze-silicon, umthamo omusha wokukhiqiza we-Superposed Supply Supply akulungile njengoba bekulindelekile. Abakhiqizi ngamunye banakekelwa ekunakekelweni okuhlukile, futhi ukulethwa kwe-silicon ye-polycrystalline akuvunyelwe ukuqhubeka nokukhuphuka.
Isigaba sesibili sasisuka ngoSepthemba saya ku-Novemba 2022 NgoSepthemba, ukukhiqizwa kwabakhiqizi bePolysilicon bekusebenza, izinga lokusebenza lenyuka kakhulu, futhi amabhizinisi wesondlo aqala ukusebenza ngokulandelana, lokhu kukhuphuka kakhulu, futhi kwacindezela imakethe. Kodwa-ke, izisekelo ze-polycrystalline silicon Supply futhi zifuna ukugcina ibhalansi eqinile, futhi intengo isaqina, futhi ihlala iphakeme.
Isigaba sesithathu sasingo-December 2022. Imakethe yePolysilicon yasheshe yatholakale isuka ezingeni eliphakeme lama-295,000 yuan ekuqaleni kwenyanga, ngokuncipha kwanyanga zonke kwe-18.08%. Lokhu kuncishiswa okuphansi kakhulu kungenxa yezinga eliphakeme lokusebenza komkhakha wePolysilicon. Abakhiqizi abakhulu abakhulu baqala lonke umugqa. Ukuhlinzekwa kusanda kuqhathaniswa noNovemba 2022, futhi ijubane lokuthunyelwa kwamabhizinisi selinciphile. Mayelana nokufunwa, ukwehla komfula ubusika kukhombisa ubuthakathaka, intengo ye-silicon ama-wafers ingaphansi, futhi imakethe yokugcina yehle ngasikhathi sinye. Kusukela ngoDisemba 30, 2022, intengo yemakethe ye-polysilicon elungiselelwe ku-241 700 yuan, phansi ngo-18.7% kusukela ngonyaka ophakeme ka-297 300 yuan ekupheleni kukaSepthemba.
Funa ukushayela yonke indlela
Kuyo yonke imakethe yaminyaka yonke yePolysilicon ngo-2022, i-Guangfa future futures uComythei ikholelwa ukuthi ngo-2022, ngenxa yesidingo esinamandla sokufakwa kwe-Photovoltaic, i-Polysilicon Market ibilokhu itholakale ngamanani entengo.
Wang Yangqing, umhlaziyi ngamunye emikhiqizweni yesikhathi esizayo yezimboni, futhi uphethe umbono ofanayo. Uthe imakethe ye-Photovoltaic iyinkambu yokusetshenziswa okubaluleke kakhulu kwe-polysilicon. Njengoba imboni ye-Photovoltaic yangena ngokuphelele enkathini yokufinyelela kwi-Intanethi eshibhile ngo-2021, umjikelezo wokuchuma wavulwa futhi.
Ngokusho kwemininingwane evela ku-National Energy Administration, ngo-2021, inani lokufakwa okusha kwe-Photovoltaic lalingu-54.88gw, libe unyaka omkhulu kunawo wonke unyaka; Ngo-2022, ukuchuma okuphezulu kwe-Photovoltaic embonini yasekhaya kwaqhubeka. Umumo wokufaka wonyaka we-Lonyaka -Ukukhuphuka kwe-Ac-Wear wawuphakeme njengo-105.83% unyaka-wear, ekhombisa ukuqubuka okukhulu kwesidingo se-terminal.
Ngalesi sikhathi, okuthintwe umlilo ongalindelekile ezintweni ze-silicon eXinjiang kanye ne- "Heave Town" Sichuan isipiliyoni seSichuan ekukhiqizeni izinto ze-Silico, ukungezwani kwemakethe yePolysilicon kukhuphuke futhi kwaqhubeka nokukhuthaza ukukhuphuka kwamanani.
Iphuzu lokukhiqizwa kwamandla okukhiqiza ayavela
Kodwa-ke, ngo-December 2022, imakethe yePolysilicon "ishintshe isitayela", futhi iguqukele ngokushesha okukhulu ekuweni kwayo, futhi ngisho nalapho imboni embonini embonini inquma ukuthi "i-avalanche" yemakethe yePolysilicon yayingapheli.
"Ekuqaleni kuka-2022, umthamo omusha wokukhiqiza wePolysilicon wakhishwa ngokulandelana. Ngasikhathi sinye, ngaphansi kwenzuzo ephezulu yenzuzo, abadlali abaningi abasha abangene kulo mdlalo futhi banwebeka abadlali abadala, futhi amandla okukhiqiza asekhaya aqhubeka nokwanda. " UWang Yangqing uthe ngoba umthamo omusha wokukhiqiza ugxile kakhulu kwikota yesine, okukhishwa kukhule kakhulu, okuholele endaweni yokuphambuka emakethe yePolysilicon.
Kusukela ngo-2021, iqhutshwa yizidingo zomshini wokufaka esibulalayo, kanye ne-polysilicon yamandla ePolysilicon isiqalile ukusheshisa ukwakhiwa. Ngo-2022, izici ezifana nokwenza ngcono ukuchuma kwemboni, isidingo esinamandla esiphansi, kanye nenzuzo yokukhiqiza ecebile yaheha imali enkulu embonini yamaPolysilicon, futhi ukwakhiwa kwamaphrojekthi amasha kwaqalwa ngempumelelo, futhi kwaqalwa amandla okukhiqiza ukwanda.
Ngokusho kwezibalo ezivela eBaichuan Yingfu, kusukela ngoNovemba 2022, umthamo we-Siliycrysterstaltive Silycrystaltine ufike kumathani ayizigidi eziyi-1,165, ukukhuphuka kwama-60.53% ngaphezulu kokuqala konyaka. , Gcl Shan 100,000 amathani / unyaka uGranules Silicon and Stangwei Insurance Isigaba II 50,000 amathani / unyaka.
Ngo-December 2022, inani elikhulu lamaPolysilicon amandla okukhiqiza okusha kancane kancane kancane afinyelela ekukhiqizweni kwalo. Ngasikhathi sinye, ukuhlinzekwa kwamasheya eXinjiang kwaqala ukujikeleza. Ukuhlinzekwa kwezimakethe zePolysilicon kukhuphuke kakhulu, kanye nesimo sokuhlinzekwa ngokuqinile futhi sifuna ukungezwani kukhululeke ngokushesha.
Uhlangothi oluphakelayo lwe-polycrystalline silicon lukhuphuke kakhulu, kepha isidingo esiphansi sehle. Kusukela ukuphothulwa kwamalungiselelo athile esitoko ekupheleni kukaNovemba 2022, ivolumu yokuthenga isiqalile ukwehla kakhulu. Ngaphezu kwalokho, ukufunwa okubuthakathaka ekugcineni konyaka kudale i-Photovoltaic Imboni Chain ibe ngamazinga ahlukahlukene okugcina, futhi okweqile kwezicucu ze-silicon kwakusobala kakhulu. Amabhizinisi amaningi aholayo aqoqana inani elikhulu le-Silicon Wafers yokusungula. Ngokuqongelelwa kokusungula, ukuthengwa kwezinto zokwenziwa kwezinto ezingavuthiwe kwezinkampani zamafilimu eSilicon nakho kuqhutshelwa ukwehla, okuholele ekunciphiseni amanani entengo yePolysilicon. Ngenyanga eyodwa nje, kwawa ngo-53,300 yuan, owaphazanyiswa izinyanga eziyi-11.
Ngamafuphi, imakethe yamaPolysilicon ngo-2022 yagcina imakethe yezinkomo ezinde eziyi-11. Yize ngo-December, ngenxa yamandla ahlanganisiwe wokukhiqiza umthamo omusha, ukunikezwa kwemakethe kukhuphukile, inqwaba yohlangothi lwemfuno bekukhathala. Ukwanda kwe-37.31% kuyindawo yesikhombisa ohlwini lokuthola imikhiqizo yamakhemikhali.
Isikhathi sePosi: FEB-02-2023